How to Effectively Report an Issue or Request a Change for Software

Created by Daniel McDonald, Modified on Sat, 31 Aug at 1:24 PM by Daniel McDonald

When reporting an issue with software or submitting a change request, providing clear and detailed information is crucial. Doing so helps developers and support teams understand the problem or the change you're proposing and address it efficiently. Here's a comprehensive guide on what information to include to make your report or request as effective as possible.


#### 1. **Clearly Define the Issue or Request**


**For Issues:**

- **Summary**: Provide a brief, descriptive title for the issue. This helps in quickly identifying and categorizing the problem. For example, "Error 404 on clicking 'Submit' button in User Profile page."

- **Description**: Write a detailed description of the issue. Explain what is happening versus what you expected to happen. Be concise but thorough.


**For Change Requests:**

- **Summary**: Similar to issue reporting, provide a succinct title that captures the essence of the change you're requesting. For example, "Add a dark mode option to the user settings."

- **Objective**: Describe why you are requesting the change. What problem does it solve, or what benefit does it provide? Be clear about the value it adds.


#### 2. **Provide Context and Background Information**


Include any relevant context to help others understand the situation better:


- **Environment Details**: Specify the software version, operating system, browser (including version), and any other relevant environment details where the issue occurred or where the change will be applied. For example, "The issue occurred on Windows 11, using Chrome version 92."

  

- **Reproduction Steps**: Provide a step-by-step list of actions that can be followed to reproduce the issue. This helps developers replicate the problem and understand its nature.

  - Example:

    1. Log in to the application.

    2. Navigate to the User Profile page.

    3. Click on the 'Submit' button.

    4. Observe the error message.


- **Expected vs. Actual Results**: Clearly state what you expected to happen and what actually happened. This helps clarify the nature of the issue or the goal of the change.

  - Example: "Expected the 'Submit' button to save the profile changes, but an Error 404 page was displayed instead."


#### 3. **Include Supporting Data**


- **Screenshots and Videos**: Whenever possible, include screenshots or videos that show the issue or demonstrate the need for a change. Visual evidence can provide a clearer understanding of the problem or the requested enhancement.

- **Logs and Error Messages**: Attach any relevant log files or error messages. These technical details can provide critical insights into what went wrong.

- **User Data or Test Cases**: If the issue is user-specific or affects a particular dataset, provide anonymized user data or specific test cases to illustrate the problem.


#### 4. **Detail Any Troubleshooting Steps Already Taken**


Document any steps you have already taken to try and resolve the issue. This prevents duplication of efforts and helps the support team or developers focus on new approaches.


- **Example**: "I have already tried clearing the cache, restarting the browser, and using an incognito window, but the issue persists."


#### 5. **Provide Priority and Impact Information**


- **Priority**: Indicate how urgent the issue is or how critical the change request is. This can be in the form of labels such as "High," "Medium," or "Low" priority.

- **Impact**: Describe how the issue or requested change impacts users or the business. Is it affecting a single user or all users? Is it preventing users from performing critical tasks? The more detail you provide, the better.


#### 6. **Suggest Potential Solutions or Changes (If Applicable)**


If you have any ideas on how the issue might be resolved or what the change should look like, feel free to share them. While not always necessary, this can sometimes accelerate the process if your suggestion aligns with the best course of action.


#### 7. **Contact Information and Availability**


Make sure to provide your contact information and mention when you are available to provide more details or to participate in any follow-up discussions. 


#### 8. **Follow Up and Provide Updates**


After submitting your report or request, monitor it for responses. Be ready to provide additional information or clarify details if needed. Keeping the communication channel open ensures that your issue or request is handled efficiently.


### Example Template for Reporting an Issue


**Summary**: Error 404 when submitting changes on the User Profile page.


**Description**: I encountered an Error 404 page when attempting to save changes to my user profile. This error occurs every time I try to save, regardless of the type of change being made.


**Environment Details**: 

- Operating System: Windows 11

- Browser: Chrome version 92

- Software Version: 2.3.1


**Reproduction Steps**:

1. Log in to the application.

2. Navigate to the User Profile page.

3. Make any change to the profile.

4. Click on the 'Submit' button.

5. Error 404 page appears.


**Expected Result**: The profile changes should be saved without any errors.


**Actual Result**: An Error 404 page is displayed, and changes are not saved.


**Screenshots/Logs**: [Attach screenshots or logs here]


**Troubleshooting Steps Taken**: Cleared browser cache, restarted browser, and tried incognito mode.


**Priority**: High


**Impact**: Prevents all users from updating their profile information.


**Contact Information**: [Your Name and Contact Details]


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By following these guidelines, you can provide all the necessary information needed for a swift resolution to your issue or a well-considered response to your change request. Clear communication saves time and helps ensure that your needs are met effectively.

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