App Version 3.0
Testing Checklist Version 1.2
The new app can be located at xtiri.net
When you have completed the testing checklist, please fill out the updated DevTeam survey found here
Checklist Progress
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Features For Testing And Evaluation
Interface and Navigation
- Review overall user interface (fonts, colors, layout, spacing, general look, etc.)
- Use page breadcrumbs
- Use navigation sidebar (some options not yet implemented).
Accounts
- Review the layout of accounts list and pagination
- Use search feature for accounts (by email, name, or address)
- Review account creation process, create multiple new accounts with various setups. Testing Idea Create some copycat accounts of current V2 clients to see if the group structure functions correctly in the new app.
Groups
- Review the layout of groups list and pagination
- Use search bar for groups
- Use the group creation feature, create several new groups
- Define the group's joins
- Group data fields
- Define new data fields, note the numerous new UI features to explore
- Explore the different user interfaces designed for each different field type
- Try out the drag & drop feature to reorder entries in "Options" datatype
- Try the "Save" feature to continue creating new fields within the same window
- Test out field validations. Testing Idea Intentionally enter edge-case values (very long text, special characters, wrong input type) to test boundary behavior.
- Modules (not implemented)
- Notifications
- Set up Email Notifications and Phone Notifications. Testing Idea Use one valid and one intentionally incorrect destination to check both success and failure messaging.
- Make sure you are receiving proper notifications after both adding and updating datasets
- Remove email and phone notifications - confirm success
- Advanced
- Spreadsheet uploads (not implemented)
- External entry (not implemented)
- Require files (not implemented)
- Enable and try out thumbnail pictures
Groups Subfeature: Maps
- Maps functionality (not implemented)
Groups Subfeature: Spreadsheet Uploads
- Spreadsheet Uploads functionality (not implemented)
Groups Subfeature: External Entry
- External Entry functionality (not implemented)
Groups Subfeature: Field-Level Notifications
- Field-Level Notifications functionality (not implemented)
Datasets
- Dataset Creation
- Test status assignment under Admin section
- Search joins to add joined data
- Test data entry for group-defined fields
- Add files via file selection and/or drag & drop, review upload status
- Test various image type uploads
- Try out grid view for multiple image files
- Change the image order and orientation
- Create multiple new datasets with different data
- Review the layout of datasets list and pagination
- Selection options
- Make some selections, test the clear selection option
- Statistics (not implemented)
- Try out the move groups feature
- Try merging and splitting records.
- Delete some records
- Run Report (not implemented)
- Columns, Filters, and Search
- Use the columns selection bar (6 columns by default, you can select more)
- Test column filters — only accessible when a column is added/checked for display
- Try out filters for different column data types, as search options change by type
- Try out buttons for Ascending/descending order by column
- Clear filters
- Upload one or multiple files directly into the list via drag & drop. Testing Idea Mix file sizes and types in a single drop to observe queue behavior and clarity of any errors given.
- Use catalog function
Datasets Subfeature: Statistics
- Statistics functionality (not implemented)
Feeds
- Review functionality of the Feeds
- Navigate through the feeds using arrow functionality
- Test out various field types in feeds
- Make sure they are functioning properly
- Review what can/cannot be edited in Feeds view (Read Only)
- Review the classic spreadsheet look and feel
- Test out column filters
- Create new custom feeds
- Add and remove column headers
- Download CSV and confirm it opens correctly. Testing Idea Re-import the CSV into a spreadsheet and sort/filter to confirm values remain clean and accurate.
- Check that downloaded content matches data in the Feeds
- Check that dates are formatted correctly and in the correct timezone
- Delete a custom feed, confirm success
Users and Permissions
- Create new users with various permissions
- Make sure permissions are functioning correctly in the groups and datasets
- Sign in with created users
- Assign them to a Role if one exists
- If one does not exist, try the "add new" feature
- Use Admin Panel to add users to multiple accounts
- Set query and make sure they can only access data that is designated for them. Testing Idea Test one user just inside and one just outside query scope to confirm permission boundaries are exact, and are being applied correctly.
- Verify users can only see the groups they are intended to see
User Profile
- Add a picture to your profile
- Change your password
- Create a signature
- Delete your profile pic and signature, verify successes
Roles
- Create new Role(s) and assign permissions
- Assign / Unassign various users to that Role
- Update an existing role
- Edit a Role and try the "Save to New Role" function.
- Delete a role, verify affected users lose role and associated permissions. Testing Idea Capture before/after screenshots of permissions to quickly verify accuracy of what changed.
Accounting (Invoices/Payouts)
- Accounting functionality (not implemented)
Reports
- Reports functionality (not implemented)
Report Scheduler
- Report Scheduler functionality (not implemented)
Account Settings
- Account Settings functionality (not implemented)
Admin Panel
- Admin Panel functionality (not fully implemented)
- User Accounts section
- Search for Users
- Link them to multiple accounts and assign them a role or create a new role for them
- Verify that the correct permissions are applied
- Unlink User from some accounts
- Verify through the account that the user no longer displays
Automated Scheduled Jobs
- Automated Scheduled Jobs functionality (not implemented)
System Tools
- System Tools functionality (not implemented)
Intercom/Support Feature
- Intercom functionality (not implemented)