Using the taxonomy in Validate for report and issue management

We'll create a view, so that you will see only issues in the Company Policy taxonomy.

  1. In Validate's project list, click the project you configured.
  2. Click Views.
  3. On the Views page, click Create a new view.
  4. In the text field, enter "Company Policy".
  5. In the Search field, enter: taxonomy:"Company Policy"
  6. Select the Public checkbox. This will make the view available to all users with access to this project.
  7. Click Create to save your view.

    Your view appears in the list. Note that the number of open issues for the Company Policy view is different from the default view.

    Image:Review_views_list_company_policy_taxonomy.png

  8. Click the link for open issues within the Company Policy view.

    Note that the Company Policy view is visible in the breadcrumb, and you can easily switch to another view.

    Image:Review_issues_in_company_policy_view.png

  9. Click reports on the upper right.

    Note that report data is also filtered by the Company Policy view.

  10. Click Top 10 Open Issues.

    The report shows only issues of the types we included in the Company Policy taxonomy.

    Image:Review_report_company_policy_view.png

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