Smartsheet Testing Overview

December 1, 2023
Agenda for Today

1. Terminology
2. My Testing Portal and Reviewing Test Cases
3. Recording an Incident
4. Incident Management
5. Testing Progress Dashboard
6. Questions

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New Terminology

• Test Case
• Previously referred to as a Test Script.
• Test Scenario
• A group of Test Cases that guide a user through a start to end business process. This will be
comprised of cases from multiple functional areas.
• Incident
• Rather than marking a case as “Fail” we will be logging incidents to more accurately
reflect the status of our Test Cases. Incident Types are split into two categories:
I. Failure
a. Data
b. Error
c. Security
d. Warning
II. Other
I. Change Management
II. Decision Requirement
III. Follow Up
IV. New Requirement
V. Question
VI. Test Case Issue

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My Testing Portal

My Testing Portal

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Test Cases Assigned to Me

This sheet will populate with all Test Cases in the

“TEST NOW” status that are assigned to you. Select
the hyperlink to navigate to the Test Scenario where
the case resides.

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Test Scenario

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Open Attachment

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Review Test Case and Test

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Changing Test Case Status

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Changing Test Case Status

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Recording an Incident

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Recording an Incident

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Recording an Incident

Received a Warning

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Recording an Incident

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Recording an Incident

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Recording an Incident

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Recording an Incident

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Recording an Incident

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Navigate to Initial Triage to Assign the Incident

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Assign the Incident

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Assign the Incident

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Assign the Incident

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Assign the Incident

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Assigning an Incident: Select Open Incidents Assigned Me

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Assigning an Incident

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Assigning an Incident

After adding a resolution, make

sure to copy resolution to your
clipboard to use at a later point

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Assigning an Incident

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Assigning an Incident

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Navigate to Update Test Case

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Update the Test Case with New Resolution

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Update the Test Case with New Resolution

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Update the Test Case with New Resolution

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The Test Case is Updated with New Resolution

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The Test Case is Updated with New Resolution

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Changing Test Case Status

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Testing Dashboard

Test Case Progress will be updated daily and tracked on the CRP 2 Testing Progress Dashboard.

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Testing Dashboard

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Any Questions?