FAQ's

We collect common questions and the answers to them.

Table of contents

About Testify

What is Testify?

Testify is the flexible enterprise solution for digital quality assurance of your business processes. From incoming inspection to final acceptance and beyond, you can create and manage digital checklists and workflows. You can get an overview of your business processes, implement safety and quality standards and analyze the data in the integrated dashboards.

What all can I do with Testify?

With Testify, you can digitize all paper-based processes and documents and collaborate interactively across departments and organizations in a centralized web app. Testify is used in the following areas: production support, business process outsourcing, logistics management, quality management, risk analysis, knowledge management, process management and occupational safety.

How does Testify benefit me?

Thanks to Testify’s digital checklists, production managers and quality managers save time and effort in issue recording and quality assurance of company processes such as maintenance, internal audits or incoming goods inspections. On average, our customers save 40% in time, paper checklists are replaced by digital checklists and the audit-proof documentation can be accessed in case of questions regarding production.

Application documents

Who conducts trainings on the system?

Initial training is carried out by Testify (knowledge transfer) by Key-Users defined by the company. Further training of the end-users by your company.

Can we develop trainers ourselves?

Yes, this is recommended by Testify. In line with the Key-User principle, we recommend that you nominate one or more employees to ensure the transfer of knowledge. Based on this, the training of your end-users can be ensured. 

Authorization procedure

How does the authorization of users on the system or in the app work?

Username + Password (via Identy Server). Integration via Active-Directory possible, incl. Azure AD Look-up

Checklists

What is a check(list)?

What is a Check? and What is a Checklist?

What are the system requirements before I can create a checklist?

None. If desired, restrictions can be made directly on test object type or test object so that the checklist is not globally available after release.

Can tolerance ranges be defined, which generate an error message in case of deviations?

Tolerance ranges can be defined for the checks in a checklist (numerical checks) by specifying a lower and upper limit. In addition, action/warning limits can be defined. Thus, control chart management use cases can also be easily captured in Testify and evaluated in our dashboards.

Would there be something like a variant configurator to generate the appropriate inspection specification with the individual options of the machine after receipt of a customer order and the material parts list created from it?

This is possible based on an import of the variant from a previous system (SAP) in the sense of a parts list. It is relevant here to set up the test specification (checklist in Testify) in such a modular way that you receive a checklist for each variant characteristic, which you can then assign. In addition, the usability of our checklist construction kit is very simple and intuitive, which means that you can also very easily build a new checklist individually for each variant - of course, this depends on how often such a process is triggered.

What does "New Page", "New Section" and "New Check" mean? When do I need what?

• New page: When starting the checklist, only the overview of the pages is displayed. The checks for this page are only displayed when the page is selected.

• New section: The checks are assigned to a section in order to be able to make a distinction (e.g. emergency shower in section level 3). Sections can be marked as "optional" and are then not mandatory to be processed (e.g. snow clearing only if there is snow).

• New check: All checks are displayed one below the other.

It is recommended not to display the levels too nested to ensure clarity. Once a selection has been made, it cannot be undone.

How to adjust the "globally available" status?

The checklist settings can be used to restrict the checklist to test objects or test object types.

How to assign checklists?

Via "Execute checklist" you can assign a checklist to a person.

How do I activate the created checklists (make them productive)?

If a checklist has been published and assigned to a test object or test object type, the checklist can be selected via "Run checklist" and after selecting the test object. Now the checklist can be started or assigned to a person.

How can I add to and correct an existing checklist (first copy, delete, change?)

If a checklist is released, the checklist can be changed in draft mode by selecting "Edit". If the edited checklist is then released, the next higher version is displayed in "Published". The old version is no longer displayed. Via "History", previous versions can be displayed and also brought back into edit mode via "Copy".

If a checklist is copied, no versioning is triggered. This checklist is treated as a new checklist and receives revision 1 after publication.

Do checklists need to be assigned before publication?

No. If a checklist is not assigned to a test object or test object type, this checklist is available globally, i.e. it is displayed for all test objects. A checklist is only assigned to a person when it is to be executed.

Why do you not see globally available checklists under "Run checklist"?

These are only displayed if the checklist has been published and a test object has been selected.

How are processed checklists archived?

An edited checklist can be called up via the system. The data is stored in an SQL database and saved permanently. If logs are created, they are stored in the Azure Cloud and can be accessed there. It is also possible to run Testify in your own MS Azure subscription (thus in your data sovereignty) or on-premise at your premises on servers of your choice.

What is behind a numerical test, where do I enter the values?

During a numerical check, a value is requested. When executing the checklist, the value can be entered. If a check is to be made for a setpoint, the setpoint range, consisting of upper and lower limits, can be entered in the check menu (right side). Likewise, e.g. the number of displayed decimal places can be changed here.

How to rename numerical checks?

In the check settings (right side, top tab) the name can be changed. Note: The changes in the check settings are not always saved automatically. To be on the safe side, always open another tab once. The confirmation of saving is then displayed at the bottom of the screen.

Custom fields

What are custom fields?

What are custom fields?

Data protection

What personal data can be collected?

User name (e-mail address), title, first name, last name, language

What can personal data be used for?

Used to identify and assign a user in Testify. Contact through Testify.

Where is the data kept?

Depending on the selected operating variant.
A) Software as a Service (SaaS) in Testify shared Cloud (Microsoft Azure): Data is held in central Testify Cloud (MS-Azure) (Netherlands and Northern Ireland)
B) Private Cloud: Installation and hosting in a specially set up MS Azure Cloud environment (resource group), incl. possibility for backup plan
C) Client’s MS Azure Subscription: Deployment and hosting in the customer Azure infrastructure with numerous additional features, such as Azure AD connection
C) On Premise: Deployment and hosting in customer-supplied infrastructure depending on Testify System Requirements.

Is the data storage compliant with the GDPR?

Yes.

If the data storage is provided by the manufacturer, is it redundant?

Yes, geo redundancy (Amsterdam and Northern Ireland in Microsoft data centers)

Are all GDPR requirements guaranteed to be met?

Yes, see privacy policy. 

Equipment (type)

What is an equipment type?

What is an Equipment (type)?

What do you need equipment for?

Equipment is a device required for testing, such as calibration equipment, voltage testers or scales.

Incident Management

How are we informed by the manufacturer about outages (start, end, intermediate status)?

By Service Level Agreements (SLA’s) with proactive notification to defined Key-Users from Testify App Insights Monitoring.

Are we informed about problems of all components?

Yes, about all components that could potentially affect the customer.

How quickly and how often will we be informed?

That depends on the classification of the business-critical components.

What is the content of the information?

Start/end of the outage, reason, approach, workaround, impact.

Through which reporting channels can outages and problems be reported?

Via our intuitive Customer Service Desk, when using our SLA packages.

Can it be determined who may report insicents to the manufacturer?

Yes, with the jointly defined Testify key users.

Interfaces

What kind of interface is there?

Third-party systems are integrated via our public Rest API. In addition, there are standard connectors to the most widely used third-party systems.

What options are there for connecting your own interfaces?

Our Solution Team will be happy to help you and provides you with advice via office@testify.io

Issue Management

What is an issue (category)?

What is an Issue? and What is an Issue categorie?

Can issues also be created independently of checklists?

Yes, this is possible via "Create issue". Prerequisite: The test object was previously created via "Administration".

Meaning of the severity of an issue- is A high or is C high?

This can be defined individually for the area. As a rule, A is selected as high and C as low.

Can issues in the assembly line be reported to the foreman via the app?

Issues can be reported and even processed via Testify in the integrated issue process. Within the framework of this process, various options for automation are also possible, such as the automated assignment of defined issues (issue category) to defined users or user groups, including photo documentation.

Maintenance

Will there be a separate maintenance contract?

No, maintenance is defined in our general SaaS license agreements and Service Level Agreements (SLA’s) .

Notifications

Can the notification settings be customized?

Notification settings can be customized via Administration -> User -> Notification settings. Here you can define for which event an (e-mail) message should be sent.

Is it possible to send mails to “Non-Testify users”?

No.

When are which mails sent?

The settings for the notifications can be adjusted via Administration - User - Notification settings. Here you can define for which event a message should be sent.

Operation & Monitoring

What do the contracts look like?

SaaS – License agreements in combination with Service Level Agreements (SLA’s)
For interface project additional Software Delivery Agreement

How is the operation contractually regulated?

Via SaaS license agreements and Service Level Agreements (SLA’s)
Special conditions for On Premise Hosting (e.g.: license audits)

Is there a monitoring set up?

Yes, via Application Insights at Testify Shared Infrastructure.

Is monitoring regulated by contract?

Yes, depending on the chosen hosting variant and Service Level Agreements (SLA’s)

How is the Incident Management contractually regulated?

Via a Service Level Agreement.

How long are the contract periods, version periods? How long does the support last?

The PoC is for a minimum of 3 months and a maximum of 6 months as an accompanied test phase. The following conditions apply for a transition to regular operation:

• Minimum term 12 months

• Cancellation period 3 months to the end of the month (data migration must be checked individually)

• Payment is made in advance for the selected accounting period (annual/quarterly/monthly)

Role concept

What is a Role?

What is a Role? - Furthermore: What is a User? and What is a Group?

What does the role concept look like?

Based on available features, roles can be designed individually and with fine granularity.

What roles are there?

Pre-defined standard roles such as issue engineer, quality engineer, quality manager and testify admin are provided. Own role definitions can also be created and adapted individually.

How are roles and authorizations assigned?

All actions visible in the frontend (buttons, features, functions, etc.) can be individually authorized for each role. In connection with the creation of groups, we thus enable our customers to map their individual organizational structures – this functionality has already been tested with customers from various industries and of various sizes (from local players to multinational corporations).

Are the roles strictly predefined or can they be customized according to requirements?

Roles can be created individually and independently according to internal company guidelines and responsibilities.

If so, how precisely can individual roles be defined (e.g. admin role: one role with all rights or several admin roles with possibly restricted rights)?

We recommend that you define a role for a defined user group with all rights to avoid possible deadlock problems in advance. In addition, however, you can create your personal administrators with limited rights in various roles and thus map your corporate structure.

Security

Is the software regularly checked for known security vulnerabilities?

Yes, regular penetration tests are executed to ensure security.

System environment / further development

Can own requirements and further developments be commissioned?

Yes, in compliance with the Testify standard development process; in close cooperation with the client.

Can the software be functionally customized and adapted to individual needs?

Further developments or customer-specific requirements are planned together with the customer in a requirements meeting and implemented in Testify Standard. Feature requests can be registered via a comfortable ticket portal if our SLAs are used. If required, the feature can be ordered after an internal refinement process. 

Can updates be postponed or rejected?

Yes, Deployment-Pipeline according to the hosting variant and SLA in coordination with the client.

How are the native iOS App and the Android app made available?

via iOS-App-Store; Android via Google-Play-Store;
alternatively via WebApp with the same functionality, e.g. in case of on-premise or client-side store restrictions

What effects can a version change (release) have? Is it possible to reject a change or postpone it until later?

New versions will be installed in recurring intervals according to our standard release cycle (2 to 4 weeks). Thus, performance improvements are achieved and additional features are available. The basic operation does not change. Release updates are provided to the defined Key-User via our release notes in the user manual before the update.

Which hardware is supported by Testify?

• Tablet

• Desktop-PC

• Smartphone

Can a custom layout and branding be created?

Yes, the Testify (Web)App can be given your own corporate design, using our white labeling options.

Test object (type)

What are test objects and test object types?

What is a Test object? and What is a Test object type?

What is the difference between test object types and test objects?

• Test objects designate a unit to be tested or a unit to which an issue is to be assigned (example: ladder).

• Test object types combine test objects of the same type (example: platform ladder, single ladder, stepladder, ...)

Where are test object types or test objects created/set up?

In the "Administration" menu under Test object types. First create a test object type, then create the corresponding test objects.

Is it possible to delete test objects or test object types that are no longer needed?

In terms of audit security, test objects and test object types cannot be deleted.

Working offline

What is meant by "offline functionality"?

Checklists can also be processed without a network connection. To do this, the data of the checklists available offline must be saved on the end device via the "Take offline" item in the task overview. The checklist(s) is/are then displayed under the "Offline data" menu item and can be started offline from there. Issues can always be created and processed offline.

Note: If you have worked offline, you must synchronize the local data on the server before exiting Testify. As long as "0" is not displayed on the "SYNCHRONIZED" tab in the "Offline data" menu item, not all data has been synchronized.

Any Questions?

Our Solution Team will be happy to answer any further questions you may have.
For existing users, we recommend contacting your Key-User directly.