Education Tracking in Jira Service Management

Patryk Mucha

Hi All,

My team and I have been working to implement Education Tracking and Documentation into Jira. We were hoping to receive some guidance/suggestions for how to structure this in a project. At this stage, we have a project dedicated to this function. The difficulty we are encountering is with the levels of documentation we require:

1. High-level: The Education topic or roll-out itself
2. Medium-level: Facilities' progress for the Education topic
3. Low-level: The units' progress in each facility

Additionally, we need to capture the number of users educated and how many users need to be educated within each unit, and the dynamic threshold that unit needs to reach in order to be considered educated (e.g. 80%). We have been attempting to structure the project in this way and have been having much difficulty. 

So far we have attempted to develop a structure of Epic->Ticket->Subtask, but this structure lead to difficulty in dashboarding and dynamically creating the tickets (and subtasks within those tickets) for each Facility and Unit.

Any insight or suggestions are greatly appreciated while we develop this process through Jira.

 

Thank you!

Danut M _StonikByte_

Hi @Patryk Mucha,

The structure Epic->Ticket->Subtask looks good to me. You could also track the Number of Users to Be Educated and the Number of Users Educated as numeric custom fields in these issues.  

Not sure what do you say that it is difficult to dynamically create the tickets. Could you please elaborate a bit?

For dashboarding it should be easy with the right gadgets in-place. Jira offers some useful gadgets (Pie Chart gadget, Two Dimensional Filter Statistics gadget, etc), but it might not be enough. In this case you could search on Atlassian Marketplace for apps that provides additional gadgets.

If you consider the idea of using apps, our Great Gadgets offers some gadgets that could be really helpful for your case.

For example, by using its Pivot Table & Pivot Chart gadget you can display stats at the epic level split by education topics, facilities and units.

And by using the Advanced Issue Filter Formula gadget you could calculate various metrics based on like Total Number of Users to Be Educated and the Total Number of Users Educated or Percent Completion.

Also, by using the Work Breakdown Structure gadget you can visualize the entire structure of the educational project. 

See more examples of these gadgets in these articles:

• An effective dashboard for Service Desk and Customer Support teams in Jira Service Management 
• Building a powerful Kanban dashboard in Jira with Great Gadgets app  

Danut.