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Never worked with Jira before? No problem. Please first read the Jira training Basics page.
This chapter is part of is part Jira training for Information Systems, below the Jira setup for Information Systems - Yamaha Applications Support Desk (SD)  Onboarding procedure is explained.
This procedure is used by IT Servicedesk.

All Onboarding requests will be processed via Recruitment and HR.
HR is responsible for creating the actual ticket for the IT Servicedesk.
Portal instructions how to fill the onboarding form can be found on the following page: Onboarding process.

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Workflows

SD: Access Request Onboarding Workflow

This workflow is used by Issue type Onboarding for the original onboarding request.

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Statuses  SD: Access Request Onboarding Workflow

• Filling Issue attributes:Ticket is created, automation rules are running at the background to fill issue field values.
• Awaiting assignment Onboarding ticket ready for being picked up by IT Servicedesk; Assign ticket to a SD-Agent
• Assigned (to do)  work has not started, Onboarding issue has been assigned to a SD-Agent
• In Progress Issue is in Progress (work can always move back to this status);
• Awaiting Customer Used when more information/response from a customer (Reporter or Requested participant) is required in order to move forward with a issue.
  Detailed information for this status can be found further below under: Jira training for Onboarding
  
• Awaiting Supplier Used when more information/response from a supplier is required.
  Detailed information for this status can be found further below under: Jira training for Onboarding
• Access request Ympact Triggers automatic Sub-Task creation
• Access request Yams Triggers automatic Sub-Task creation
• Access request TM1/Cognos Triggers automatic Sub-Task creation
• Access request Jira/Confluence/Bitbucket Triggers automatic Task creation
• Request Mobile Phone: Triggers automatic Sub-Task creation
• Access Request Facility : Triggers automatic Task creation
• Closed Onboarding of the new employee/user has been completed

Awaiting Customer status 

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Awaiting Customer status Awaiting Customer status

The Awaiting Customer status is used when more information/response from a customer (Reporter or Requested participant) is required in order to move forward with a issue.

Please also read page How to use @mentions to tag a reporter or a commenter directly.

1. Awaiting Customer status can be triggered via the  Respond to customer button .
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   When selecting this option a pop up frame will be opened:
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2. Check Comment selection (see marked in red in the above screenshot).
   Default for comment is set to Internal comment. The Internal comment option can be used for only triggering a status update to Awaiting customer. 
   Use comment: Respond to customer if your message should be shared with the the reporter and requested participants.  
   1. Optional: Add comment to the comment section.  
      
3.  Select the Respond to customer button.
4. After using the Respond to customer button is pressed the comment will be added to the ticket and status will be changed to Awaiting customer. Description area is optional.
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5. Response from customer received:
   
   1. Via issue: Status will automatically changed back to status In Progress.
   2. Manually: Select status In Progress.
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Awaiting supplier status 

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Awaiting supplier status Awaiting supplier status

The Awaiting Supplier status is used when a supplier has been contacted either via the issue directly or via other communication canals to purchase/request assistance for products/services.

Please also read page How to use @mentions to tag a reporter or a commenter directly.

1. Awaiting Supplier status can be triggered via the  Awaiting Supplier  button .
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   When selecting this option a pop up frame will be opened:
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2. Check Comment selection (see marked in red in the above screenshot).
   Default for comment is set to Internal comment. The Internal comment option can be used for only triggering a status update to Awaiting Supplier 
   Use comment: Respond to customer if your message should be shared with the the reporter and requested participants.  
   1. Optional: Add comment to the comment section.  
      
3.  Select the Awaiting supplier response button.
4. After reply from the Awaiting supplier response button is pressed the comment will be added to the ticket and status will be changed to Awaiting Supplier. Description area is optional.
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5. Response from supplier received:
   
   1. Via issue: Status will automatically changed back to status In Progress.
   2. Manually: Select status In Progress.
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SD: Simple 3 step Workflow 

This workflow is used by Issue type Task and Subtask.

Tasks and Sub-Tasks are triggered via the Access request workflow transitions in the SD: Access Request Onboarding Workflow

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Statuses SD: Simple 3 Step workflow

• To do: work has not started, issue can be assigned (work can always move back to this status);
• In progress: Issue is in Progress (work can always move back to this status);
• Done: the work is completed, resolution is automatically set to "Done";
• Canceled: No further work will be done on this issue, it is not required anymore or has become obsolete. Resolution is automatically set to "Canceled" a comment Screen will pop up to include information why the issue has been canceled (can be selected from any status). 

If a Issue is already closed and will be moved back to status "To Do" or "In Progress" the resolution will be cleared.

Onboarding procedure in Jira

1. Onboarding ticket is created by HR, reporter = HR-Jira@yamaha-motor.eu [YME HR]
2. After creation ticket will be transitioned to status Awaiting assignment
3. SD-agent allocates ticket via button to him/herself
4. SD-agent set issue to  
   After transitioning the Onboarding ticket to status In Progress the Onboarding form will automatically being attached.
   Please make sure you have the Forms tab open to view the form
   
   
   The form is directly visible in the customer portal.
   
   
5. SD-agent adds Manager of the new user as Requested participant
   1. Add in the comment section a canned response "SD_Onboarding NEW" and adjust the information between brackets[ ]
   2. Then click on Share with Customer to send the message.
      
      
      
      
      
6. Manager receives a notification via e-mail.
   For the manager it will look like below in the Customer portal:
   
   
   
7. Manager action:
   1. Manager saves and submit form in customer portal
      
      The form will be locked for editing. Print screen from original onboarding ticket
      
   2. Form will be attached as PDF. This PDF file is not visible in the customer portal, only in the original ticket for SD-agents.
      
8. Sub-task and Jira training for Onboarding can be requested according to selection made in the Onboarding Form.
9. After all linked Sub-task and tasks are completed the Onboarding ticket can be closed by the SD-Agent.
   1. Use a canned response: 
      
      

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Status of Sub-Task can easily being tracked in original  Onboarding ticket.
If a Sub-Task is completed it will look as follows in the original ticket.

Sub-

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Task  procedure

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1. Status To Do: SD-Agent assigns ticket to himself/herself
2. Requested action is being executed by selected Yamaha team 
3. Request is closed, comment screen will pop up for final comment
   1. Approval: add approved/not approved comment
   2. Execution granting rights or Ympact : add screenshots for evidence collection J-sox, see .......

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Task workflow and procedure

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Statuses SD: Simple 3 Step workflow

• To do: work has not started, issue can be assigned (work can always move back to this status);
• In progress: Issue is in Progress (work can always move back to this status);
• Done: the work is completed, resolution is automatically set to "Done";
• Canceled: No further work will be done on this issue, it is not required anymore or has become obsolete. Resolution is automatically set to "Canceled" a comment Screen will pop up to include information why the issue has been canceled (can be selected from any status). 

If a Issue is already closed and will be moved back to status "To Do" or "In Progress" the resolution will be cleared.

Task Facility

1. Task is created 
   1. Automatically Assignee is set,  same assignee of Original Onboarding ticket.
   2. Description is automatically added
      
      

      Task is also visible in the Customer portal 
      

      
      
      The following section is for Facility & Reception:
      

2. Facility/Receptions executes task as requested in Onboarding form
3. Facility/Reception informs via comment in customer portal what action has been taken: Provided Batch, Keys, Desk
   After adding comment select Add
   
4. Assignee receives comment notification via e-mail
5. If all required actions are performed Task can be closed.
   
   1. Assignee select Done to close the ticket
      
   2. Assignee adds comment for share with customer to confirm to Facility/Reception that task will be closed.

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No action needed, select Canceled and provide reason for cancelation.

Task Jira/Confluence/Bitbucket

1. Task is created 
   1. Automatically following fields are set:
      1. Solution Group: Infrastructure
      2. Yamaha Team: JIRA-APPS
      3. Sprint: Active Sprint
      4. Story Points: 1
      5. Request type No match 
      6. Assignee: Bianca van der Meer
   2. Description is automatically added
      
      

      Task is not visible in the Customer portal 
      

      
      

2. Jira Admin changes status from "To Do" to  "In Progress"
   
3. Jira Admin executes task as requested in Onboarding form

4. For AD user: Please inform approved groups to be assigned in AD.
   and leave status to In Progress.
   Servicedesk can assign approved rights and close the ticket.

   For non-AD user: Please create/adjust a Jira internal directory account.
   Add user as requested participant.
   Ticket can be closed after granting access.
   
   

5. Assignee of Original onboarding ticket can see status update in the original ticket.
6. If all required actions are performed Task can be closed.
   
   1. Assignee select Done to close the ticket
      
   2. No action needed, select Canceled and provide reason for cancelation.
      

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