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qTest Manager 101

qTest Manager is the best in class test management solution, which provides testing teams with a streamlined approach to interact with each other and the rest of the development organization.  Administering qTest Manager is done at two levels - Site Administration and Project Settings.

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.

To switch in and out of projects, click on the projects selector located at the top left of the header bar.  To make certain projects display at the top of the projects list, click the Star icon.

Each project consists of different tabs that offer unique functionality.

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. 

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 so that you can easily see who made a change, when, and what changed.  Objects that track history include requirements, test cases, test suites, test runs, and defects.  Test case history enables you to track the changes between different versions of the test case as well as any version approvals.

Comment on Objects


You can add comments to objects to collaborate with your team.  Comments can be added to requirements, test cases, test runs, and defects.  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

When you add a comment, your name and timestamp are included as shown in the example 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 userful 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

Data Query

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

  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 Defects. 
  2. Click 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. 
  4. To create a Custom Query, select My Queries on the left tree and click the Add New Clause option on the right screen to define your Query.  Add a new line for each clause in the query grid and select the following:
    1. 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.
    2. Select Operator to add relationships between each clause line.
    3. Add as many clauses as you like by clicking the Add New Clause button
    4. Each clause must be linked to each other clause by options in the Group column, including "or, and, ), (".
  5. Click the Run Query button --> qTest Manager returns the Query Result in a table.



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

You can copy an existing query by modifying it, entering a new Query Name, and clicking Save As

Customize View in Data Query

After saving a query, you can customize the view in the results grid.  If you have not saved the Query, the Customize View button is grayed out.  In the Edit Grid View dialog box, you can add fields to display in the grid and re-order them as needed.

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 click the Export XLS button. 

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 Session table, select the items you want to modify and click the Batch Edit button.

  2. The Batch Edit window is displayed.  Select the fields you want to edit and click the Confirm button to confirm the change.

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 will search for the free-text you input, 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.

Filter

You can apply filters to narrow down items in the left navigation panels of the Test Plan, Requirements, Test Design and Test Execution modules.  On the tree's toolbar, click the Filter icon and incorporate various criteria to set the filter.

Exporting Data

You can export your data into an XLS file.  To do so, select the objects from the left navigation panel and then click the Export icon from the left toolbar.  You can also 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. 

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.

Tips and Tricks

Keyboard Shortcuts

Keyboard shortcuts are a great way to speed up creating, deleting, and saving.  To view the keyboard shortcuts, click the Keyboard shortcuts link at the bottom left of the navigation toolbar.  The keyboard shortcuts may vary depending on the area of the application (e.g. Test Design keyboard shortcuts, Test Execution keyboard shortcuts, etc.). 

The following table shows an aggregate view of all keyboard shortcuts.

Hotkey

Page

         
 

Test Plan

Requirements

Test Design

Test Execution

Defects

Reports

Ctrl+S

Save object

Save object

Save object

Save object

Save defect

X

Ctrl+G

Save object & go to next item (same level on the object tree)

Save object & go to next item (same level on the object tree)

Save object & go to next item (same level on the object tree)

Save object & go to next item (same level on the object tree)

X

X

Shift+D

Create release

Create module

Create module

Create test cycle

X

X

Shift+Delete, Shift+X

Delete object(s)

Delete object(s)

Delete object(s)

Delete object(s)

X

X

Shift+C

Create build

Create requirement

Create test case

X

X

X

Shift+S

X

X

X

Create test suite

X

X

Shift+R

X

X

X

Create test run

X

X

Ctrl+E

X

X

X

X

Save & close defect

X

Next Steps: Setting up and using qTest Manager is easy.  For a step-by-step checklist to navigate your first qTest experience, please refer to the Quick Start Guides.

Friendly Object URL

You can access qTest objects with the friendly URL format: [your qTest URL]/p/[project-ID]/portal/project#key=[Object PID]

Note: PID is case-sensitive.

Toggle ID

Every object in qTest Manager, such as Release, Module, Requirement, Test Case, Test Run, etc. has a unique ID attached to the object's name.  You can show or hide an object's IDs on the Navigation tree using the Toggle option on the top tool bar.  To show or hide an object's IDs:

  1. Go to a menu you want to show or hide the object's IDs.
  2. Click the Toggle icon on the top toolbar.
  3. Check objects you want to show IDs or uncheck to hide IDs.

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