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qTest Manager 101

Overview

qTest Manager is a best in class test management solution, providing testing teams with streamlined interactions between each other and the rest of the development organization. Built with enterprise teams in mind, qTest Manager is easy to set up for your company’s specific needs.  Your site can consist of multiple projects. Each project can be configured as its own workspace, with its own set of data and reporting. Users can be assigned to multiple projects and have different permissions within each project.

Administering qTest Manager

Administering qTest Manager is done at two levels - Site Administration and Project Settings.

To switch in and out of projects, click on the projects drop-down menu. To prioritize certain projects to display at the top of the projects list, click the Star icons next to the project name(s).

Projects_drop-down_menu.png

After you select a project, you see that each project page consists of different tabs that offer unique functionality.

Project_header.png

Below is a brief overview of each tab's overall function:

  • Test Plan: Creates a plan with releases and builds to define the testing objectives for each release or build and adds specific requirements to the release and/or build scope.  "Release" and "build" are the names of the objects, but they can be used for other time boxes such as sprints (for Agile projects) or different phases of testing (for waterfall projects).
  • Requirements: Creates or imports requirements and builds a repository using a nested folder structure.  Links requirements to test cases for traceability.
  • Test Design: Creates or imports test cases and builds a repository using a nested folder structure.  Links test cases to requirements for traceability.  Saves time designing similar tests by re-using test steps, copying, and sharing test cases.  Modifying test cases over time is easy by using test case versioning and test case approvals to track changes.
  • Test Execution: Plans and coordinates test execution activities across your team.  Selects test cases from Test Design to execute under a specific release, cycle, or suite based on specific scenarios such as environment, test data parameter, or test run configuration.  As a tester, you can easily view the expected results from Test Design and mark the actual results as well as any defects as evidence. 
  • Reports: Offers a list of reports such as Test Case Reports, Requirement Reports, Defect Reports, and Test Run Reports.
  • Defects: Views a list of defects for the project and adds supporting information, including the steps to reproduce the bug and determine what may be needed to reach a resolution. 

Collaboration

Object History

Viewing changes over time is easy. This allows you to easily see who made a change, when that change was made, and what changed. The History tab is located in the information associated with the object.

Objects that track history include:

  • Requirements
  • Test Cases
  • Test Suites
  • Test Runs
  • Defects.  

Test case history enables you to track the changes between different versions of the test case as well as any version approvals.

Comments on Objects

Add comments to the following objects to easily collaborate with your team. To alert your team members with email notifications when a comment is added, make sure to turn on the appropriate email notification in Notification Settings. The Comments tab is located in the information associated with the object.

  • Requirements
    requirements_comments_tab.png

  • Test Cases
    comments_tab_test_case.png

  • Test Runs
    comments_tab_test_runs.png

  • Defects-this Defects tab and the comment field is only used when you do not have a defect integration. You will save the defect first, and then the comment field seen below is enabled. 
    defects_tab_comments.png

When you add a comment to an object, your name and a timestamp are included, as shown in the Test Run screenshot below.

 

Subscribe to Objects

You can subscribe to objects so you are notified of any updates related to that object.  You can also subscribe other people to objects, which can be useful to direct someone's attention to a particular object.  To use this functionality, make sure to turn on the appropriate email notifications in Notification Settings

 

Finding Data Using Data Query

Data Query is a powerful feature that enables you to find objects based on certain criteria. This tool can also be used for Batch Edit, Batch Approve, and generate Custom Reports that can be shared with other users and exported to a spreadsheet.

To use Data Query, follow these steps:

  1. Within your qTest Manager project, navigate to one of the main modules based on the type of object you want to query, such as Requirements, Test Design, Test Execution, or Reports. 
  2. Select the Data Query icon located in the left navigation toolbar. 



  3. Several System Queries are predefined for each area: Requirements, Test Design, Test Execution, and Defects. Systems Queries cannot be deleted, but you can customize a System Query and reuse it to create a Custom Query by clicking the Save As button. 

Create a Custom Query

  1. To define your Query select My Queries on the left tree, and then the Add New Clause option on the right.
  2. Add a new line for each clause in the query grid and select the following:
    • The lists of selectable Criteria and Value depends on the object you are querying.  For example, the Test Case Query has the "Approved" criteria but the Defects Query does not.
    • Select Operator to add relationships between each clause line.
    • Add as many clauses as you like by clicking the Add New Clause button
    • Each clause must be linked to other clauses by options in the Group column, including "or, and, ), (".
  3. Select the Run Query button. qTest Manager returns the Query Result in a table.

    Create_a_Custom_Query.png

  4. Input a Query Name and Save Query to store it in My Queries.
  5. You can check the box for Team Queries so other users in the project can view the query. 
  6. This can be found in the Team Queries folder when these users are logged into the project.
    Save_Data_Query.png

  7. Select Close to exit Data Query and return to the object's main screen. 

HINT: Team Queries can be deleted by users who have the Project Admin profile.  Once deleted, the query is removed from the Team Queries folder and will not be visible to other users.

Copy an Existing Data Query

  1. Locate the existing data query you would like to copy in the Data Queries column on the left panel.
  2. The query will load and select Save As.
  3. Enter a new Query Name in the Query Name dialog. Save.
  4. Make your desired changes to the newly created query.
  5. Select Save Query

Customize View in Data Query

After saving a query, you can customize the view in the results grid:

  1.  Select Customize View in the "Query Result" table.Customize_View.png
    Note: If you have not saved the Query, the Customize View button is grayed out.
  2. The Edit Grid View dialog box opens. Here, you can add fields to display in the "Query Result" table, and you re-order them as needed using both sets of arrows.

Export Query

You can export data from the query into a spreadsheet.  To do so, select some or all items in the Query Result table and select Export XLS

HINTS:

  • Only the fields displayed in the Query Result table will be exported in the Excel file.  You can modify the exported columns by clicking Customize View before exporting.
  • Attachments can be exported along with the spreadsheet if any attachments are uploaded to the objects.  The attachments are exported in a .Zip file that contains the Data Query in the Excel file and an attachments folder.

Batch Edit

To save time, users can update multiple items in bulk.  In the Test Case Query, you can also use the Data Query to Batch Approve if you have Approve permissions.

  1. In the "Query Result" table, use the checkbox feature to select the items you want to modify.

  2. Select Edit, and choose Batch Edit in the drop-down menu.

    Batch_edit.png

  3. The Batch Edit window is displayed. Choose the fields you want to edit, and select Confirm.

Free-Text Search

You can quickly search for an object by entering keywords into the Search box located in the top right corner of any page.

The system searches for this free-text and returns all object's fields containing the free-text, including:

  • Release: ID, Name, Status, Description, Release Note
  • Build: ID, Name, Status, Build Note
  • Requirement: ID, Name, Status, Description, Type, Comment
  • Test Case: ID, Name, Description, Status, Type, Test Step Description, Test Step Expected Result, Comment
  • Test Suite: ID, Name, Description, Execution Type
  • Defect: ID, Summary, Description, Status, Type, Comment
  • Test Run: ID, Name, Status, Execution Type, Test Step Description, Test Step Expected Result, Test Step Actual Result

HINTS:

  • Use quotation marks “…” to perform a search for an exact phrase search.  
  • You can also use the operators AND/OR and grouping ( ) in your search string.
  • All custom fields can be configured to be searchable with free-text.

Filters

You can apply filters to narrow down items in the tree panels for Test Plan, Requirements, Test Design, and Test Execution modules:

  1. On the tree's toolbar, select the Filter icon.
  2. In the "Filter Settings" drop-down menu, select Set Filter.
  3. Enter your desired filter criteria. Select Filter.

Note: You can also clear filters and refresh trees in the "Filter Settings" drop-down menu.

Exporting Data

You can export your data into an XLS file:

  1. Choose your desired objects to export, and select them in the tree panel.
  2. Select the Export icon in the tree panel's toolbar. Select which object(s) you want to export. 
     
  3. The "Export Requirements" dialog displays; select which requirement fields you want to export by using the arrows to move them to the right selection box.
    Export_Stuff.png

    Note: You can export data from the Test Run Grid in Test Execution as well as from the Data Query.

 For more information, see the following articles:

Recycle Bin

If you accidentally delete objects, you can restore them later from the Recycle Bin of that project. The Recycle Bin is located on the toolbar of the Test Plan, Requirements, Test Design, and Test Execution modules. 

Notes: 

  • Only users with Delete objects permission can restore deleted objects.
  • If you choose to delete objects permanently, the objects are removed from the Recycle Bin and cannot be restored.

For more introductory information on using qTest, refer to Navigating qTest Manager: Tips and Tricks.

 

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