Does Jira have a segment to manage demo systems

[Ugandren Peter]

The Fields i would require,

• Consultant – the consultant who is booking the system.
• Client – for which client the system will be booked out
• From Date – when the system is required
• Return Date – when the system will be returned
• Lead Time – number of days before the system is required
• Data Purge – on return of the demo system the data must be purged and may need to be assigned to someone else for purging.
• Status – identification of status’ as follows:
  • In preparation
  • Booked out
  • Returned
  • Return Overdue
  • Purge
  • Available

[Krishnanand Nayak · Accepted solution]

Looks like a business project with some custom fields which you need to build and put on the screens.

You will have to build these fields in Jira and you should be good to go.

[Ugandren Peter]

Would you mind assisting me in how to go about doing this, please.

[Nic Brough -Adaptavist-]

You can build a demo with all of that quite easily.  

I am not sure what your question really is (especially what a "segment" might be)

[Ugandren Peter]

It is our own SuccessFactors system that we use for client demo’s. Can we partition within Jira to separate from Projects a system to manage our demo's.

[Nic Brough -Adaptavist-]

I still don't think I understand.

At a guess, do you mean you want to use Jira to manage demonstration sessions and/or systems?  If so, then yes, you could create a new project (or several projects) that are dedicated to managing demos, totally separate to the other projects in your Jira.

[Ugandren Peter]

Yes, to manage the demo sessions.

These are the fields i would require.

• Consultant – the consultant who is booking the system.
• Client – for which client the system will be booked out
• From Date – when the system is required
• Return Date – when the system will be returned
• Lead Time – number of days before the system is required
• Data Purge – on return of the demo system the data must be purged and may need to be assigned to someone else for purging.
• Status – identification of status’ as follows:
  • In preparation
  • Booked out
  • Returned
  • Return Overdue
  • Purge
  • Available

[Ugandren Peter]

hat template would be suitable to use?

[Ugandren Peter]

#What

[Nic Brough -Adaptavist-]

I'd probably start with the third business project - that's got a slightly more complex workflow than most (6 status rather than 3 or 4), so when you're editing the workflow, you've got more to update, rather than adding lots.

For the fields, it doesn't matter what template you use, you're going to need to add all of them.

[Ugandren Peter]

When you say "third business project", what are you referring to? The Options of templates that i have when creating a new project in Silver Bullet are, refer to image below  

[Nic Brough -Adaptavist-]

You did not say you were on Cloud, so I assumed server, which has three project types defined for business.

The idea still stands though - pick a business project with the most complex workflow.

[Ugandren Peter]

Sorry, new to this. Finding my way through without much assistance. Which template would you suggest i use?

[Ugandren Peter]

Hi Nick

Which business project would you suggest i use?

[Ugandren Peter]

Hi Nick/Krishnanand

Your assistance is appreciated. Do you have more info that you would be welcome to share on this topic.

Regards,

Ugan

[Nic Brough -Adaptavist-]

Not really, the question is a bit too vague.  At this point, it is better that you experiment and learn what the various templates do.  You should pick a template that sounds like it is closest to what you're going to be using the new project for.

[Krishnanand Nayak]

what do you mean by demo systems?

[Ugandren Peter]

It is our own SuccessFactors system that we use for client demo’s. Can we partition within Jira to separate from Projects a system to manage our demo's.

[Krishnanand Nayak]

Like @Nic Brough -Adaptavist- mentioned, you can create multiple project and designate them as demo project and build an integration with you SuccessFactor interface.