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The Administration section offers the possibility to define specific company settings. Company settings are the settings for the whole Testify environment you are working in. All these defined settings are applied to the respective tenant. To activate the edit mode select "Edit" in the upper right corner.

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Complete the contact information and change the logo if necessary

• Note: The information entered is displayed on the protocols

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Company logo - is used in the PDF protocols

Checklists

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Der Bereich Administration bietet Testify Admins die Möglichkeit, spezifische Unternehmenseinstellungen zu definieren. Unternehmenseinstellungen sind die Einstellungen für die gesamte Testify-Umgebung, in der Sie arbeiten. Alle diese definierten Einstellungen werden auf den jeweiligen Tenant angewendet. Um den Bearbeitungsmodus zu aktivieren, wählen Sie "Bearbeiten" in der oberen rechten Ecke.

Company settings

• Here you can complete the contact information. The entered information is displayed on the PDF protocols

Company logo

• Is used in the PDF protocols as well as in the email notifications

Checklists

• Activate checklist template approval process (ISO 9001:2015): The checklist template approval process (ISO 9001:2015) specifies that a checklist must be

  checked

  reviewed by a second person before it is

  released

  approved. If this field is

  activated

  checked, a checklist cannot be

  released

  approved by a single user, but

  has to run

  must go through a 2- or 3

  staged release

  -step approval process.

  show

  ISO 9001:2015 Checklist Approval Process in Practice: See Manage Checklists

• Show check result in check overview

  - the user does have to

  : The user must click on the

  test case

  check to see the result.

Issues

• Prefilled assigned identity of issues

  -

  : can assign issues to a user or group by default (can also be managed via

  issue

  issue categories).

• Fill issues with

  test case information - possibility to prefill issue title/description with checklist information

  check information: Ability, when creating an issue within a checklist, to merge title/description of the issue with information from the checklist.

  CSV export format

Data-Export

• CSV-delimiter: ; or ,

• Timezone of timestamps in CSV file

Additional settings

• restrictions including

  For user/group restrictions on test objects or test object types include sub-components

  - when

  : If activated

  the

  , users with test object restrictions also have access to subcomponents of the test objects (also includes

  also issues

  outputs for main and subcomponents)

• Hide issues and checklists for which the user does not have permission: If the user has been assigned a checklist for which he or she has no authorization (for example, due to a test object restriction), the checklist will no longer appear in the tasks.

• Default time zone for new users

  -

  : new users

  will be

  are assigned this time zone by default

• Default language for new objects

  -

  : all objects

  that get

  , groups, roles, etc. that are created are

  by default

  in this language by default (can be translated)

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• E-Mail notification timezone

Tenant settings

• Assign checklists and issues only to: Restrictions regarding assignment of checklists and issues.

• Checklist bundle and execute*

• Enable formatted description fields in checklist designer: Allows formatting of descriptions within the checklist templates

• Enable check collections

• Enable checklist offline cache mode*

• Define which custom fields can be used at user information

  • Custom fields: Selection of the relevant custom fields.

E-Mail server information