Quality Insight window

This window enables you to perform the following actions:

  • Manage KPI cards in the Executive Dashboard tab to monitor the performance of the projects you are working on.

  • Search for records on one or multiple projects in the Global Search tab.

Note: You can access the window as long as you have the view permission to any projects.

Executive Dashboard tab

The Quality Insight page, Executive Dashboard tab enables you to create and manage your KPI cards so as to measure how your team or organization is progressing towards the business objectives.

To access
  1. On the Application Lifecycle Management Options window, click the Quality Insight (Global Search included) link.

  2. In the ALM Login window, enter user name and password.

  3. In the Quality Insight page, click the Executive Dashboard tab.

Recommended browser and resolution

Browser: Google Chrome

Resolution: 1680x1050

Relevant tasks

Manage KPI cards in Executive Dashboard

See also Quality Insight Installation and Administration Guide

User interface elements of this tab are described below:

UI Element Description
Enters the edit mode of the dashboard, enabling you to manage dashboard cards and indicators for the dashboard.
Refreshes the dashboard cards.

Opens a dialog box that enables you to select a project whose data you want to synchronize from ALM to Quality Insight.

Available to site administrators only.

For details, see Rebuild dashboard cards .

Enters the full screen mode.

Available in the edit mode.

Opens the Add Card window that allows you to create a quantity card. See Add quantity cards.

Click the down arrow to display the following options:

  • Add Card

  • Add Percentage: Opens the Add Percentage window that allows you to create a percentage card. See Add percentage cards.

  • Add from Sample: Opens the Add from Sample window that allows you to add a sample card to help you understand how to create your custom cards. See Add a sample card.

Available in the edit mode.

Exits the edit mode and enters the view mode of the dashboard.

Available in the edit mode.

Opens the Indicator window, enabling you to define indicators and thresholds for the dashboard.

For details, see Define indicators.

Available in the edit mode.

Click Visible to show all visible cards, or Invisible to show all invisible cards.

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Global Search tab

The Quality Insight page, Global Search tab enables you to search for records on one or multiple projects. The following ALM modules are supported: Defects, Requirements, Test Plan, Test Lab, and Analysis items.

To access

Choose one of the following options:

  • On the Application Lifecycle Management Options window, click the Quality Insight (Global Search included) link. In the ALM Login window, enter user name and password. In the Quality Insight page, click the Global Search tab.
  • On the Application Lifecycle Management Options window, click the ALM Desktop Client link. In the ALM Desktop Client, on the masthead, click Global Search .
Important information

Global Search is only available if Quality Insight has been enabled for the project. Contact your ALM site administrator if the global search option is unavailable.

Relevant tasks

Globally search ALM data

See also Quality Insight Installation and Administration Guide

User interface elements of this tab are described below:

UI Element

Description

<tab name>
  • All. Searches the following modules: Defects, Requirements, Test Plan, Test Lab, and Analysis.
  • Defects. Searches the Defects module.
  • Requirements. Searches the Requirements module.
  • Test Plan. Searches the Test Plan module.
  • Test Lab. Searches the Test Lab module.
  • Analysis Items. Searches the Analysis View module.
Search

Indicates the keywords you want to find. For details, see Global Search tips.

Enables you to select the projects for inclusion in your search results.

ALM Editions: Cross projects search is not available for Quality Center Enterprise Edition, Quality Center Community Edition, or Quality Center Express Edition. For information about ALM editions and their functionality, see ALM Editions. To find out what edition of ALM you are using, ask your ALM site administrator.

Enables you define conditions for filtering. To define a filter:

  1. Under Select field, select a field name.
  2. Select Equal to or Not equal to.
  3. Enter a field value or use search operators to refine your query (see Global Search tips). Only those records that match the conditions are displayed.

    Tip:
  • You can define multiple filters.
  • Defined filters are displayed next to the Edit Filter button.

Note: The Edit Filter button is available only when selecting a specific module.

Searches for the specified keywords.
Limits the search to a specific time period. Possible values: Past 24 hours, Past week, Past month, Past year, All time, and Custom.

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Global Search tips

You can use symbols and operators to refine your search query.

Symbols

Symbol

How to use it

?

Add a question mark as a placeholder for a single character.

Example: The query BU? returns items such as BUG, BUS, BUY etc.

*

Add an asterisk as a placeholder for any unknown or wildcard terms.

Example: The query AL* returns items such as ALM, Alert, All, etc.

" "

Add quotation marks to search for an exact phrase.

Example: The query "flight reservation" returns items that contain the exact phrase.

Search Operators

Operator

How to use it

NOT / - / !

The term following the NOT / - / ! operator will be excluded from the results.

Example:

flight reservation NOT bug

(The NOT operator must be in capital letters.)

or

flight reservation -bug

or

flight reservation !bug

The query returns items that contain flight or reservation but excludes items that contain the word bug.

OR / space char / ||

Use the OR operator between two words to search for content that contains either word.

Example:

flight OR reservation

(The OR operator must be in capital letters.)

or

flight reservation

or

flight || reservation

AND / &&

Use AND to search for results that include all terms. Note that the AND operator must be in capital letters.

Example:

qc AND alm

(The AND operator must be in capital letters.)

or

qc && alm

The query returns all items that contain both the word qc and the word alm.

Grouping

Use parentheses to group search terms in clauses. This can be very useful if you want to control the Boolean logic for a query.

Example:

(mercury OR tours) AND reservation

or

(mercury tours) && reservation

The query returns items that contain mercury or tours, and include reservation.

<

To search for values less than the value specified. Used only with numeric values.

Example: X<1

>

To search for values greater than the value specified. Used only with numeric values.

Example: X>1

Escaping Special Characters

Global Search supports escaping special characters that are part of the query syntax. The special characters are + - && || ! ( ) { } [ ] ^ " ~ * ? : \

To escape a character use a backslash “\” before the character.

Example: To search for (1+1):2, type \(1\+1\)\:2

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See also: