Thursday 13 August 2009

Documenting Changes

Whether you are developing software that is commercially available or for internal use, users value a clear description of the enhancements and fixes introduced in a new release or service pack. This is especially important when there are changes in behaviour or actions that need to be taken by the users to take advantage of new features.

A customer recently complemented us on the quality of our release notes and asked whether we generated them from a database.?

Unfortunately there wasn’t a magic solution. We cut and paste the descriptions of each change into a Word document and then generate the PDF file from that. That part is simple though. The harder part is to ensure that each change is documented properly and is not accidentally omitted from the release notes. We therefore document the changes using the following process:

1) Each change must be documented in a form that will make sense to the end user, explaining the business reason for the enhancement or requirement for a fix. The documentation is in the long description of the Change Request (CR) in GuardIEn.

2) Each CR should address a single problem or enhancement. You should avoid CRs that span multiple requirements (the worst cases being a single CR that has all changes in it or a CR for changes made by a developer that is not linked to the actual requirements.

3) If a new requirement is found whilst changing some code, a new CR should be created for it and the temptation to ‘hide’ the new requirement within the scope of the existing CR avoided.

4) Once the CR has been completed and tested, the description should be reviewed for accuracy and any changes in behaviour noted.

5) The Release Notes should be updated with the CR and user documentation reviewed and updated as necessary. We have a separate state in the CR life-cycle to indicate that the documentation has been updated.

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