Plan tests based on specific requirements, criteria, conditions and risks.
Run test cases and collect outcomes as conditions and variables change.
Ensure traceability and repeatability as your test operations scale.
Workflow
Start by defining your Requirements.
Define Conditions and Risks that will be used to create Test Cases.
Create Test Cases with specific values for Conditions.
Test cases will be added to Test Plans which are a special type of Procedure.
Run Test Plans and check back to the Requirements page to see Status and Run History.
Requirements
The Requirments page displays a list of all Requirements, their most recent Status, and any linked Issues. You can filter this list by Project, Priority, or Type, or search through all Requirements.
Easily change the order of Requirements by dragging and dropping into the desired position using the 6 dot menu on the left of the Requirement.
Click into a Requirement to view details, edit, or delete. This is also where you can view the Run History for any of the associated Test Cases.
Create a New Requirement
Assign the Requirement a unique ID
Enter a description
Associate the Requirement with a project if desired
Assign a priority
Select an existing Type or enter a new type into the field to create a new Type
Add Test Cases
Add links to define the relationship between Requirements (see more below)
Attach any desired files
Add any notes (Markdown supported!)
Save
Link Types
Links are informative and do not control or restrict requirements.
Relationship Incoming sets the Requirement as the Child of the selected Requirement.
Relationship Outgoing sets the Requirement as the Parent of the selected Requirement.
Link
Reference
Satisfaction
Constraint
Verification
Validation
Import Requirement
Import Requirements using a Comma Separated .CSV file with the following format:
Conditions
Conditions need to be defined before a Test Case can be created and consist simply of Name, Description, and Units.
Name the Condition
Associate the Condition with a Project (Optional)
Add a Description (Optional)
Add or Create one or more Unit(s)
Save
The Conditions screen lists all of the Conditions with their descriptions and units.
Click into a Condition to view details, edit, or delete.
Risks
Created associated Risks for Test Cases to show a Risk Analysis.
Name the Risk
Designate a Category
Define a cause
Define the effect
Add to a project if desired
Add mitigation and minimizing procedures
Add notes
Select the box that corresponds to the intersection of Probability and Severity of the Risk occurring to determine the Risk Analysis
Save
Test Cases will automatically populate in the Risk detail screen once they have been added to a Requirement with that Risk associated.
The Risks screen displays all Risks with a color coded indicator of the Risk Analysis.
Click into a Risk to view details, edit, or delete.
Test Cases
A Test Case defines a specific value for certain Conditions, plus the associated Risk if desired.
Name the Test Case
Add to a project if desired
Select a Condition from the drop down menu and click Add to fill in the values and units Note: Multiple conditions can be added but at least one is required
Select a Risk from the drop down menu and click Add to populate
Note: Multiple Risks can be added but are not required
The Test Cases screen lists all the Test Cases and associated projects, conditions, and risks. Use the arrows in the upper right corner to expand or collapse the list for more detailed or condensed views.
Click into a Test Case to view details, edit, or delete.
Test Conditions Matrix
Quickly build out a 2D matrix of items that you want to test and easily create Test Cases.
Select your conditions and enter the desired beginning, ending, and increment settings. Click the Generate Matrix button to generate Test Cases based on the entered vales.
Select one or more Test Cases in the matrix and click Save Test Cases to easily create the matching Test Cases.
You must enter a name for the new Test Cases, but you can optionally also add a Project and any associated Risks.
The Risks must first be defined before they can be added here. See Risks.
The created Test Cases will now appear on the Test Cases screen.
Plans
The Plans Screen is divided into four different tabs:
Active: All Active Test Plans and Sequences (like the Master Procedures list)
Running: All Test Plans and Sequences that are currently being run (like the Procedure Runs list)
Ended: Test Plans that have been run and ended
Archived: Test Plans that are no longer active and have been archived
Like with Procedures, Test Plans go through a Review and Release process. Draft versions may be deleted, but released versions may only be archived.
New Test Plan
A Test Plan is a special kind of procedure. All of the same fields and options you have building a regular procedure are available, plus an additional Test Cases content block. This block allows the user/editor to add test cases in table groups in various steps.
Each Test Case Block is automatically saved as a special kind of Snippet.
For more details about building out a procedure and/or Test Plan check out our Anatomy of a Step article.
New Test Sequence
A Test Sequence has all of the same functionality of of a Test Plan, with the ability to add Test Case blocks that have already been saved as part of other Test Plans, aka Snippets.
Use the Search snippets drop down menu to find and select a saved Test Case block and click add Snippet to populate it into the Sequence.
The detailed blocks will appear as steps in the body of the Sequence, but you will also see a list of all Test Snippets in the header of the Sequence.
The Snippets can easily be re-ordered by dragging them into position in the header list using the 6 dot menu on the left. The steps in the body will automatically re-order based on list in the header.
Run a Test Plan
To run a Test Plan click into a released version of the plan and click Run Procedure.
The Test Plan will now display in the Running tab of Plans.
When running a Test Plan, the only difference from a normal procedure run is the Test Case blocks. Click on the checkbox in the Actions column when the Test Case condition has been met.
Once the step is signed off, each Test Case will have a timestamp for when that condition was met.
As you work through your Test Plan, Requirements that have those Text Cases associated will update with the Status and Run History.
Settings Page
To get to the Test Management Settings screen, expand the Test Management module and click on the gear icon.
This is where you can view / edit / delete Custom Risk Details and Test Snippets.
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