Pro 1 (Checklists, Issues)

Owned by Testify
Last updated: Oct 31, 2023
5 min read

Table of Contents

View Tasks

Theory: Reading the User Guide

View tasks

Checklists

Theory: Reading the User Guide

What is a Checklist?, Checklist overview, Working with checklists

Manage checklists

Theory: Reading the User Guide

Manage Checklists, Adding and editing checklist templates, Checklist structure, Check types, Calculations (Advanced), Checklist and check settings

Practice: Testify

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

Template settings

Theory: Reading the User Guide

Template settings

Practice: Testify

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

Publish checklist

Practice: Testify

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

Execute checklist

Theory: Reading the User Guide

Execute checklist

Practice: Testify

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

  • 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

Checklist search

Theory: Reading the User Guide

Checklist search

Practice: Testify

Open checklist search. All checklists for which a user has the corresponding authorization are displayed.

Issues

Theory: Reading the User Guide

What is an Issue categorie?, Issue categories, What is an Issue?

Add issue manually

Theory: Reading the User Guide

Add issue

Practice: Testify

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

Question and thoughts

Issue adding clear so far? Feel free to create further issues for practice.

Add issue within a checklist

Theory: Reading the User Guide

Add issue

Practice: Testify

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

Issue search

Theory: Reading the User Guide

Issue overview, Issue search

Practice: Testify

  • 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.

Question and thoughts

Procedure clear so far? Feel free to click through the two menus for further practice.

Solve issue

Theory: Reading the User Guide

Issue overview, Notifications

Practice: Testify

→ 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.

Question and thoughts

Is the procedure clear so far? Additional task: For further practice, rework an issue that has already been rectified and then rectify it again.