Table of Contents
What is a Checklist?, Checklist overview, Working with checklists
Manage Checklists, Adding and editing checklist templates, Checklist structure, Check types, Calculations (Advanced), Checklist and check settings
Start Testify with the following user: Quality Manager [firstname].qualitymanager@training.demo
Step 1: Manage checklists - Create checklist template.
Open Manage Checklists. Note the 3 categories "Draft", "Published" and "Disabled". Use the plus to create a new checklist template with the following parameters:
Title: [firstname] Incoming goods inspection
Description: Incoming goods inspection for quality assurance
Language: English
Template limitation: [firstname] Type XY
PDF protocol profiles: compact checklist protocol and [firstname] compact checklist protocol are deposited
Tags: Enter "Test" and click Enter (Can also be added later)
Save
Step 2: Checklist Designer
Customize description to: Goods receipt inspection for quality assurance in goods receipt.
Add appendix as work support
Step 3: Rough structure of the checklist template - Structure checklist
Select item type
New page
Title: General information
Description: General information on goods receipt inspection
New page
Title: Inspections
Descriptions: Necessary checks for incoming goods inspection
Step 4: Detailed structure of the checklist template
Open "General" page
New check: Logical check
Title: Goods arrived?
Description: Did the goods arrive?
Result: Yes or No
New check: Date
Title: Date of delivery
Description: Date of delivery
Label: Date
New check: Numeric
Title: Number of packaging units (packages)
Description: Number of total packing units (cartons, bags, mesh boxes, etc.)
Title: Number
New check: Photo
Title: Capture delivery bill
Description: Upload or photograph the delivery bill (all pages)
New check: Single choice
Title: Condition of packaging
Description: Describe the condition of the packages
Option 1 (Requested: Yes): All packages and packaging units are free of damage
Option 2 (Requested: No): External damage and discoloration to cardboard/pallet is visible on at least one package
Go back to overview with white arrow
Open page "Inspections
Create new section "Condition and appearance
Go back to overview with the white arrow
Open "General" page
Click on the context menu for the "Packaging condition" check
Move → "Checks" page "Condition and appearance" section
Open the "Checks" page
Click on the context menu (right) for the "Packaging condition" check
Copy → Section "Checks "Condition and appearance".
Rename title and description via the check settings on the right via“General”
New title: External appearance
New description: External appearance check
Single choice settings → Rename the options on the right via the gear wheel
Option 1 (Desired: Yes): External appearance flawless
Option 2 (Desired: No): External appearance shows conspicuities
Show options horizontally: Click to view, then disable
Create new section "Other”
In the detail menu on the right select Optional "Default enabled”.
New check: Logical
Title: Authenticity check
Description: Check material for authenticity.
Result: Tename the "Yes" and "No" options to "Real" and "Unreal" on the right via the gearwheel
Context menu section "Condition and appearance
Preview to go through the just created checks
Click on Manage checklists - the checklist will be automatically saved as a draft
Start Testify with the following user: Quality Manager [firstname].qualitymanager@training.demo
Click on "Manage checklists" - "Draft".
Open and edit the template settings in the context menu at checklist "[First name] Incoming goods inspection". Activate the following limitations:
Checklist closing limitiations: Close checklists only with 100% positive checks - No open issues - Limitation: error
Save
Start Testify with the following user: Quality Manager [firstname].qualitymanager@training.demo
Click on "Manage checklists" - "Draft".
Click on "Publish" in the context menu at checklist "[firstname] Incoming goods inspection". No release note required.
Open and edit the template settings in the context menu at checklist "[First name] Incoming goods inspection". Activate the following functions:
Restriction to close checklist: Close checklists only for 100% positive checks - No open issues - Restriction: errors.
Save
Step 1: Assign checklist
Start Testify with the following user: Quality Manager [firstname].qualitymanager@training.demo
Execute checklist
Click on "Execute checklist”
Test object: [firstname] Type XY #Year ([firstname] Maschine XY)
Checklist template: [firstname] Incoming goods inspection
Assigned to: [firstname] Quality Engineer
Due Date: today + 7 days
Time: 12:00
Assign
View Tasks
Click on "View Tasks”
Checklist is not displayed because it’s assigned to other user
Checklist search
Click on "Checklist search”
All checklists are displayed (view depends on role)
Sign Out
Step 2: Execute checklist
Start Testify with the following user: Quality Engineer [firstname].issueengineer@training.demo
Open the notification in the orange icon, click on "... More" and read the message related to the assigned checklists.
View Tasks : Note the 3 categories "Overdue", "Current" and "Past". Open the checklist in the "Current" tab
View details, empty protocol and timeline
Start the checklist through the context menu
Closing the checklist
Message "Close Checklist. Closed checklists cannot be further edited."
Warning "There are still open issues in this checklist”
Positive completion of all checks except for optional section "Other".
Execute check in optional section negatively
"Add first issue" appears.
→ Add the issue according to the instructions: Add issue within a checklist
Save
Close the checklist
Message "Close Checklist. Closed checklists cannot be further edited."
Warning "Could not close checklist. There are still open issues in this checklist".
Warning "There are still open issues in this checklist."
Back and Exit → The checklist remains in the "in progress" status.
Step 3: Fix issue
For instructions see: Process issue - Correct issue (Login with issue processor)
Step 4: Open checklist again
Login with Quality Engineer user
Open the issue under Issue Search. Open checklist under "Check result
See also: Issue search, if issue was created within a checklist
Close checklist
Message "Close Checklist. Closed checklists cannot be further edited."
Warning "Could not close checklist. There are still negative checks in this checklist".
Switch off optional section via toggle at section “Other”
Closing the checklist
Message "Close Checklist. Closed checklists cannot be further edited."
Closing is possible now
Checklist overview
View details and timeline
View Tasks
Checklist is displayed under "Past
Open checklist search. All checklists for which a user has the corresponding authorization are displayed.
What is an Issue categorie?, Issue categories, What is an Issue?
Start Testify with the following user: Quality Engineer [firstname].issueengineer@training.demo
Click on Create issue and create an issue with the following parameters:
Test object: [firstname] Machine XY
Assigned to: Automatically assigned to [firstname] Quality Engineer
Due Date: today + 7 days
Time: 12:00
Title: Assembly error
Description: Emergency stop switch issueive
Category: [firstname] Assembly error
→ Assignment automatically changes to [firstname] issue processor by adding this issue category.
Severity: B
Custom fields: [firstname]_issue: CS123
Upload photo and mark and tag the issue using the edit tool
Issue adding clear so far? Feel free to create further issues for practice.
Step 1: Execute checklist
→ Execute the checklist according to the instructions: Execute checklist
Step 2: Add first issue
Test object: automatically selected in the course of the checklist
Assigned to: [firstname] Quality Engineer
Title: Material looks fake
Description: Material looks fake
Category: [firstname] Material issue
Severity: A (Or severe if renamed in Basic 2)
Add photo and mark
Save → Issue overview appears → Go back to checklist with white arrow
→ Continue the checklist according to the instructions: Execute checklist
Start Testify with the following user: Quality Engineer [firstname].issueengineer@training.demo
The task overview appears as the start page (View Tasks) → Issue is not displayed. Background: Only issues assigned to the logged in user or groups the user is in are displayed.
Open issue search
All issues created by this user are displayed here.
Issue search if issue was created within a checklist
If the issue was created within a checklist, the cross reference to the checklist appears in the issue overview. This makes it possible to return directly to the checklist from which the issue originated.
Procedure clear so far? Feel free to click through the two menus for further practice.
→ An issue must already be added for this.
Start Testify with the following user: Issue Engineer [firstname].issueengineer@training.demo
Step 1: Display notifications
Open the notification in the orange icon, click on "... More" and read through the message relating to the issue and click on it. The issue overview appears.
Step 2: View the issue overview
Tab
Details: Review and view protocols
Photos: Review
Timeline
Context menu
Review options
Step 3: Fix the issue
Specify how the issue was resolved and how much time it took (important for evaluation), add a photo and save.
→ Click on the PDF protocol again to update it (notification appears as soon as it is finished).
Step 4: View Tasks
Issue is now displayed under "Past" (1).
Step 5: Open issue search
The fixed issue is now displayed in green. The issue can be edited again via the context menu.
Is the procedure clear so far? Additional task: For further practice, rework an issue that has already been rectified and then rectify it again.