Table of Contents
What are custom fields?, Custom fields
Start Testify with the following user: Key-User [firstname].admin@training.demo
Under Administration - Custom fields create two custom fields with the following parameters:
Custom field #1 (for test object)
Label: [firstname]_serial number
Identifier: [firstname]_serial number
Data type: String
Data field: off
Custom field #2 (for issue)
Label: [firstname]_issue
Identifier: [firstname]_issue
Data type: String
Data field: off
Are additional custom fields needed?
→ Think about the structure and additional information required. If known, create additional fields at the same time.
https://testify.atlassian.net/wiki/spaces/TWN/pages/2277408835/Basic+2+Management#Custom-fields must already be completed for this module.
What is a Test object type?, Test object types
Step 1: Create test object type
Start Testify with the following user: Key-User [firstname].admin@training.demo
Under Administration - Test object types, create a test object type with the following parameters:
Title: [firstname] Type XY
Description: [Year]
Save
Step 2: Assign custom fields to test object types
Start Testify with the following user: Key-User [firstname].admin@training.demo
Under Administration - Test object types, open the test object type [firstname] Type XY.
In edit mode, add and save the custom fields you created earlier:
Test objects: [firstname]_serial number
Issue: [firstname]_issue
Which test object types are required?
→ Think about the structure and the required test object types. If known, create additional ones at the same time.
https://testify.atlassian.net/wiki/spaces/TWN/pages/2277408835/Basic+2+Management#Custom-fields must already be completed for this module.
What is a Test object?, View test objects, Test objects
Start Testify with the following user: Key-User [firstname].admin@training.demo
Under Administration - Test object types, select the test object type [First name] Type XY and click on Test objects. There are no test objects yet, so create new test object with following parameters:
Identifier: [desirednumber]
Title: [firstname] Machine XY
Description: Year of manufacture [Year]
Details
Custom field [firstname]_serial number: [desirednumber]
Icon: Add photo (top right)
Save
Which test objects are required?
→ Think about the structure and the required test objects. If known, create additional objects at the same time.
What is an Issue categorie?, Issue categories
More about issues: What is an Issue?, Issue overview, Add issue, Issue search
Start Testify with the following user: Key-User [firstname].admin@training.demo
Under Administration - Issue Categories create two issue categories with the following parameters:
Material Issue
Title: [firstname] Material issue
Assembly Issue
Title: [firstname] Assembly issue
Assigned by default to: [firstname] issue engineer
Which issue categories are needed?
→ Think about the structure and the required issue categories. If known, create additional ones at the same time.
Start Testify with the following user: Key-User [firstname].admin@training.demo
Under Administration - Issue Categories, open the Issue Category [firstname] Material issue and create a subcategory with the following parameters:
Title: [firstname] Cracks
Assigned by default to: [firstname] issue engineer
Which issue categories are needed?
→ Think about the structure and the required issue categories. If known, create additional ones at the same time.
Start Testify with the following user: Key-User [firstname].admin@training.demo
Under Administration - Issue Severities, open Severity A and rename it to "Severe".
Which severities are needed? Edit default severities if needed and add more if necessary.
What is an Equipment (type)?, Equipment types
Start Testify with the following user: Key-User [firstname].admin@training.demo
Under Administration - Equipment types create two Equipment types with the following parameters:
Temperature probe
Title: [firstname] Temperature probe
Description: Temperature sensor for measuring temperature
Active: Yes
Custom fields: empty
Imager
Title: [firstname] Image generator
Description: Image giver
Active: Yes
Custom fields: empty
Are further Equipment types required?
→ If yes: Create further Equipment types
What is an Equipment (type)?, Equipment
Start Testify with the following user: Key-User [firstname].admin@training.demo
Create the following equipment under Administration - Equipment types:
Equipment type Temperature sensor:
Active: Yes
Identifier: [desirednumber]
Vendor: [anyname]
Valid until: Today + 6 months
Title: Temperature sensor
Description: empty
Equipment type Image sensor:
Active: Yes
Identifier: [desirednumber]
Vendor: [anyname]
Valid until: Today + 6 months
Title: Image generator XY
Description: empty
Is further equipment required?
→ If yes: Create further equipment
Start Testify with the following user: Key-User [firstname].admin@training.demo
Under Administration - Open PDF protocol profiles. Review the checklist and issue protocol profiles. Each Key-User should now create his own protocol with different type and with the following parameters:
Title: e.g. Checklist protocol compact
Type: e.g. Checklist protocol compact
Apply time zone and settings
Save
Create another protocol per person with the following parameters:
Title: [firstname] Checklist protocol default
Type: [firstname] Checklist protocol default
Customize settings as desired
Add different header and footer for First Page and other pages
Add different background images for First Page and other pages
Save
Are the standard PDF protocols sufficient?
Review the different settings and options of all types
If sufficient: Continue with standard PDF protocol profiles
If no: Think concretely about the desired content and, if necessary, create additional PDF protocol profiles