Company settings

Der Bereich Administration bietet Testify Admins die Möglichkeit, spezifische Unternehmenseinstellungen zu definieren. Unternehmenseinstellungen sind die Einstellungen für die gesamte Testify-Umgebung, in der Sie arbeiten. Alle diese definierten Einstellungen werden auf den jeweiligen Tenant angewendet. Um den Bearbeitungsmodus zu aktivieren, wählen Sie "Bearbeiten" in der oberen rechten Ecke.

Company settings

• Here you can complete the contact information. The entered information is displayed on the PDF protocols

Company logo

• Is used in the PDF protocols as well as in the email notifications

Checklists

• Activate checklist template approval process (ISO 9001:2015): The checklist template approval process (ISO 9001:2015) specifies that a checklist must be reviewed by a second person before it is approved. If this field is checked, a checklist cannot be approved by a single user, but must go through a 2- or 3-step approval process. ISO 9001:2015 Checklist Approval Process in Practice: See Manage Checklists

• Show check result in check overview: The user must click on the check to see the result.

Issues

• Prefilled assigned identity of issues: can assign issues to a user or group by default (can also be managed via issue categories).

• Fill issues with check information: Ability, when creating an issue within a checklist, to merge title/description of the issue with information from the checklist.

Data-Export

• CSV-delimiter: ; or ,

• Timezone of timestamps in CSV file

Additional settings

• For user/group restrictions on test objects or test object types include sub-components: If activated, users with test object restrictions also have access to subcomponents of the test objects (also includes outputs for main and subcomponents)

• Hide issues and checklists for which the user does not have permission: If the user has been assigned a checklist for which he or she has no authorization (for example, due to a test object restriction), the checklist will no longer appear in the tasks.

• Default time zone for new users: new users are assigned this time zone by default

• Default language for new objects: all objects, groups, roles, etc. that are created are in this language by default (can be translated)

• E-Mail notification timezone

Tenant settings

• Assign checklists and issues only to: Restrictions regarding assignment of checklists and issues.

• Checklist bundle and execute*

• Enable formatted description fields in checklist designer: Allows formatting of descriptions within the checklist templates

• Enable check collections

• Enable checklist offline cache mode*

• Define which custom fields can be used at user information

  • Custom fields: Selection of the relevant custom fields.

E-Mail server information