Table of Contents
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PDF protocol profiles
Under "Administration" and "PDF protocol profiles" checklist and issue protocol profiles can be viewed, edited and added. The PDF protocol profiles contain various options. This makes it possible to define exactly what should be displayed in the protocol and to personalize the content.
Create PDF protocol profiles
New PDF protocols can be created via the orange plus icon. When adding, a meaningful title has to be defined and a type has to be selected.
Depending on the selected type, either a checklist protocol profile or an issue protocol profile is created:
Checklist protocols
Checklist protocol default (former: Default checklist protocol V2)
The standard checklist protocol has a new design and many new setting options.
Checklist protocol compact (former: Compact checklist protocol V2)
The compact checklist protocol is a compact version of the checklist protocol with the same setting options.
Issue protocol
Issue protocol(former V2)
The issue protocol has a large number of setting options for flexible configuration.
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*Former protocols
These protocols (classic, V1) are disabled by default for new creation, but can be enabled upon request through the Customer Success Team.
Default checklist protocol - classic (Default V1)
The standard checklist protocol in classic design contains general default settings by default.
Compact checklist protocol - classic (Default compact V1)
The compact checklist protocol is a compact version of the standard checklist protocol in a classic design. Formerly: Standard (compact) PDF protocol
Issue protocol (Standard Issue Report V1)
The issue protocol is a general protocol for issues in the new design.
Checklist Protocol Profiles
Depending on the type, different setting options are displayed, which can be adjusted as required.
Table explanation: If "Yes", the setting is activated by default, if "No", it is deactivated by default. If a field in the table is empty, this setting option is not possible in the profile.
Default checklist protocol | Compact checklist protocol |
Default checklist protocol - classic *
Compact checklist protocol - classic *
Document timezone |
|---|
to select
to select | to select | |
Show user stamps |
Yes | Yes |
Yes
Show check-related timestamps | Yes | Yes |
|---|
Yes
Yes
Show history |
|---|
Yes | Yes |
Yes
Show comments for |
|---|
checks incl. photos* | Yes* | Yes* |
|---|
No
Show attachments of checklist, pages, sections or |
|---|
checks** | Yes** | Yes** |
|---|
No
No
Show custom fields of test objects |
|---|
No | No | |
Show custom fields of checklist template | No | No |
Show checklist page titles |
Yes
Yes | Yes | |
Show checklist section titles |
Yes
Yes | Yes | |
Number and display checks in table of contents |
Yes | ||
Show company details on first page | No | No |
Show test object hierarchy | No | No |
Show checklist attachments** | Yes | Yes |
Show page attachments** | Yes | Yes |
Show section attachments** | Yes | Yes |
Show check attachments** | Yes | Yes |
Number pages, sections and checks | No | No |
Show Testify internal URLs | Yes | Yes |
Show images of photo and file checks | Yes | Yes |
Show test equipment | No | No |
Show checklist revision | Yes | |
Show check history | No | No |
Show checklist score | No | No |
| No | No |
Show issues at check | No | No |
| No | No |
| No | No |
| No | No |
| No | No |
Show issue summary | No | No |
| No | No |
| No | No |
| No | No |
| No | No |
|
| No | No |
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*For the standard checklist protocol as well as for the compact checklist protocol, you can additionally define whether comments incl. photos as well as issues, and an issue summary and a configurable text should be displayed on the title page, and a header and footer can be added.
Via "Add background image" images in jpg and png format (preferably in A4 format 3508 x 2480 px) can be uploaded to get a custom background image in the PDF protocol. Here it is possible to upload a custom image for the first page and the remaining pages of the protocol to become even more flexible in the design. This feature is available for the Standard Checklist Protocol as well as the Compact Checklist Protocol.
Example Background Image:
Limitations
All checklist protocol profiles can be restricted to test object types or checklist templates. If no restrictions limitations are defined, the profile is available globally.
Issue Protocol Profiles
Depending on the type, different setting options are displayed, which can be adjusted as required.
Table explanation: If "Yes", the setting is activated by default, if "No", it is deactivated by default. If a field in the table is empty, this setting option is not possible in the profile.
Issue protocol |
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Document timezone | to select |
|---|
to select
Show |
|---|
Yes
Yes
history |
|---|
No | |
Show custom fields in issue protocols |
No | |
Show issue number in issue protocols | Yes |
No
Show resolve duration in issue protocols | No |
|---|---|
Show test object hierarchy | No |
Show attachments of test object | Yes |
Show resolution comment | No |
In the case of the issue protocol, a header and footer can also be added.
Via "Add background image" images in jpg and png format (3508 x 2480 px) can be uploaded to get a custom background image in the PDF protocol. Here it is possible to upload a custom image for the first page and the remaining pages of the protocol to become even more flexible in the design.
Limitations
An issue protocol, profile can be restricted to test object types or checklist templates. If no restrictions limitations are defined, the profile is available globally.
View and edit PDF protocols
After creation, the profile appears in the overview (checklist protocol profiles or issue protocol profiles). By selecting it, the profile is displayed and by clicking on the context menu (the three dots), editing is possible.
After executing a checklist and creating an issue, the Checklist overview appears as usual. The PDF protocols that have now been created can now be opened:
Example Default checklist protocol
First page and overview to the completed checklist:
Checklist history at the beginning of the protocol:
Table of contents with overview of all checks:
Display of successful, failed and open checks:
Show issues at check & Show issue summary (Example Compact checklist protocol)
If it was previously set at the selected checklist protocol profile that issues should be displayed, this is visible in the protocoland the issue added in the course of the checklist is displayed:
If the selected checklist protocolprofile was previously set to display the issue summary, an overview of all issues will be displayed at the end of the protocol:
PDF-Protokoll einer Checklistenvorlage hinzufügen
In den Checklisten- und Prüfungseinstellungen unter Allgemein ist es möglich bestimmte PDF-Protokoll-Profile einer Checklistenvorlage hinzuzufügen. Zur Ansicht der visuellen Darstellung kann eine unausgefüllte Druckvorschau angezeigt werden:
Add PDF protocol to a checklist template
In the Test case Checklist and check settings under General it is possible to add specific PDF protocol profiles to a checklist template. An empty print preview can be displayed to view the visual representation:
