Unit 2 Notes - STA
Unit 2 Notes - STA
Regulation : 2021
Semester : VI
CCS366
SOFTWARE TESTING AND AUTOMATION
Unit II Notes
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A test plan is a detailed document which describes software testing areas and activities. It
outlines the test strategy, objectives, test schedule, required resources (human
resources, software, and hardware), test estimation and test deliverables.
The goal of test planning is to define a comprehensive strategy and approach for testing a software
application or system. It involves determining the scope of testing, identifying testing objectives, defining
test objectives, identifying necessary resources, and creating a schedule for executing the tests.
Understanding Testing Scope: Test planning helps in defining the scope of testing, including the features
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and functionalities to be tested. It involves analyzing requirements, design specifications, and other
project documents to identify what needs to be tested.
Defining Testing Objectives: Test planning involves setting clear and measurable testing objectives.
These objectives may include validating system functionality, identifying defects, assessing performance
and scalability, verifying security measures, and ensuring regulatory compliance, among others.
Identifying Test Techniques and Methods: Test planning involves selecting appropriate testing
techniques and methods to achieve the testing objectives. This includes determining whether manual or
automated testing is suitable, deciding on the types of tests to be conducted (e.g., functional,
performance, security), and identifying any specific tools or frameworks that may be required.
Allocating Testing Resources: Test planning helps in identifying the necessary resources for testing,
including personnel, hardware, software, and testing environments. It involves determining the skills
And expertise required for testing, estimating the effort and duration of testing activities, and ensuring
that therequired resources are available and allocated appropriately.
Creating Test Schedule: Test planning involves creating a timeline or schedule for executing the tests. It
includes defining milestones, setting deadlines, and establishing a sequence of testing activities. The test
schedule should consider dependencies on other project activities and take into account any constraints
or limitations.
Risk Assessment and Mitigation: Test planning involves identifying and assessing potential risks and
uncertainties associated with testing. This includes analyzing factors that could impact the success of
testing, such as technical challenges, resource constraints, time limitations, and external dependencies.
Risk mitigation strategies and contingency plans are developed to address these potential risks.
Documentation and Communication: Test planning involves documenting the test strategy, test
objectives, test approach, and other relevant information. It helps in communicating the testing plan to
stakeholders, including project managers, developers, and other team members. Clear documentation
ensures that everyone involved in the testing process has a shared understanding of the goals, scope,
and approach.
Overall, the goal of test planning is to ensure that testing activities are well-organized, efficient, and
effective in achieving the desired testing objectives within the given constraints and project requirements.
It provides a roadmap for the testing team, guides their efforts, and helps in delivering a high-quality
software product or system.
Explicit expectations. ..
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Implicit expectations. ..
Interpersonal expectations. ..
Digital expectations. ...
Dynamic performance expectations. ..
Fast Customer Service ...
Accurate Data by Self-Service ...
Easy-to-Use Websites and Apps.
High-level expectations refer to overarching goals or outcomes that are set for a project, task, or
individual. These expectations are typically broad and strategic, outlining the desired results rather than
specific details on how to achieve them. Here are a few examples of high-level expectations:
Quality: For a product development project, a high-level expectation might be to deliver a high-quality
product that meets customer requirements and industry standards. This expectation emphasizes the
overall quality of the final deliverable.
Customer Satisfaction: In a customer service role, a high-level expectation may be to ensure a high level
of customer satisfaction by providing timely and effective assistance. The emphasis here is on delivering
exceptional customer service experiences.
Innovation: An expectation for a research and development team could be to foster a culture of innovation
and consistently generate new ideas or solutions. This expectation encourages creativity and the
exploration of new possibilities.
Collaboration: In a team setting, a high-level expectation might be to promote collaboration and effective
communication among team members. This expectation emphasizes the importance of working together
to achieve common goals.
Growth and Development: An expectation for individual employees could be to continuously learn and
develop new skills to enhance their professional growth. This expectation encourages self-improvement
and ongoing learning.
It's important to note that high-level expectations should be clear, measurable, and aligned with the overall
goals and vision of the organization or project. They serve as guiding principles to help individuals and
teams understand what is expected of them and to focus their efforts on achieving the desired outcomes.
Intergroup Responsibilities
life cycle (SDLC). Playing a significant role in defining the success rate of a particular
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product, owing to the same reason the software testing team plays a crucial role even
Therefore, it is important to ensure that this software testing team includes a perfect mix
Being experts in the problem domain make it easier for them to create such test scripts
While every company follows a different structure of the testing team, there are a few
members who are common in every structure and fulfill the expectations of the team.
This includes:
1. QA Leader:
QA Leader is the most important member of the testing team. While it is extremely
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crucial for him/her to have a clear understanding of the testing process or methodology.
It is also essential for him/her to be familiar with the varied test-program concerns such
as test environment and data management, trouble reporting and resolution, etc.
2. Test Lead
With a clear understanding about the applications business area and its requirements, a
test lead is a person who is also familiar with the varied test-program issues such as
database technologies, and computer operating systems also enable him/her to deliver
The Major Role and Responsibilities of a Test Lead include the following:
Technical expertise related to the test program and approach.
Provides support for customer interface, staff planning, and supervision, as
well as progress status reporting.
Validating the quality of the testing requirements such as testability, test
design, and script, test automation, etc.
Staying updated about the latest test approaches and tools
Assisting the software testing team to be aware of the latest trends in the
world of software testing.
Arranging walk-through for test design and procedure.
Implementing the test process.
Ensuring that test-product documentation is complete.
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3. Test Engineer
The role of a test engineer is to determine the best way to create a process that can
Test engineers can have different expertise based on which they are assigned a role in
a company.
below:
These engineers are highly proficient in designing test suites as well as have a clear
understanding of the usability issues. With excellent interpersonal skills, they are also
With a clear understanding of the Graphical User Interface (GUI) design and its
standards, manual test engineers are highly proficient in designing test suites and
include:
Using associated test data to design and develop test procedures and cases
Manually executing the test procedures
Attending test-procedure walk-through
Following the required set standards
of the GUI design and software testing. They can also be relied upon for designing the
effective test suites as well as efficiently working with test tools. Some of the common
With a high level of proficiency and expertise in a variety of technical skills such as
network test engineers are good at product evaluation and integration skills.
This job role requires one to have a network, database, and system administration
skills along with expertise in technical skills including programming languages, database
technologies, and computer operating systems. Their major job roles include the
following:
Managing the test-script change
Maintaining test-script version control
Upholding test-script reuse library
Creating test builds, wherever required
6. Tester
Having a sound knowledge about various concepts involved in test designing and
execution methodologies, a software tester is the one who is able to interact efficiently
with the development team. His/her major roles as a part of software testing team
includes:
Designing the testing scenarios for usability testing
Analyzing the testing results and submitting the report to the development
team
Creating test designs, processes, cases and test-product documentation
Conducting testing as per the set standards and procedures
Ensure that the testing is carried out as per the defined standards and
procedures
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Test Phases
Early and effective software testing can also be financially beneficial. By allowing
developers to address flaws in software design, functionality and security as soon as
testers discover them, software testing spares the need for costly changes to the
software while it's in wide use. Resolving such problems during development also helps
ensure that customers have high regard for the software, potentially leading to
increased sales.
1. Static testing
During static testing, developers work to avoid potential problems that might arise later.
Without executing the code, they perform manual or automated reviews of the
supporting documents for the software, such as requirement specifications, searching
for any potential ambiguities, errors or redundancies. The goal is to preempt defects
before introducing them to the software system.
2. Unit testing
The next phase of software testing is unit testing. During this phase, the software
undergoes assessments of its specific units, or its functions and procedures, to ensure
that each works properly on its own. The developers may use white box testing to
evaluate the software's code and internal structure, commonly before delivering the
software for formal testing by testers. Unit testing can occur whenever a piece of code
undergoes change, which allows for quick resolution of issues.
3. Integration testing
Integration testing involves testing all the units of a program as a group to find issues
with how the separate software functions interact with one another. Through integration
testing, the developers can determine the overall efficiency of the units as they run
together. This phase is important because the program's overall functionality relies on
the units operating simultaneously as a complete system, not as isolated procedures.
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4. System testing
In the system testing phase, the software undergoes its first test as a complete,
integrated application to determine how well it carries out its purpose. For this, the
developers pass the software to independent testers who had no involvement in its
development to ensure that the testing results stem from impartial evaluations. System
testing is vital because it ensures that the software meets the requirements as
determined by the client.
5. Acceptance testing
Acceptance testing is the last phase of software testing. Its purpose is to evaluate the
software's readiness for release and practical use. Testers may perform acceptance
testing alongside individuals who represent the software's target audience. Acceptance
testing aims to show whether the software meets the needs of its intended users and
that any changes the software experiences during development are appropriate for use.
The representative individuals are crucial to this phase because they can offer insight
into what customers may want from the software. Once the software passes acceptance
testing, it moves on to production.
1. Performance testing
In performance testing, testers evaluate how well the software handles various
scenarios and workloads. There are several subtypes of performance testing. A
common performance test is load testing, which recreates real-life user conditions to
determine how the software performs in common scenarios. Another test is stress
testing, in which testers intentionally overload the software to discover how much it can
handle before it fails.
2. Regression testing
Regression testing is a procedure that occurs throughout the testing life cycle. After
developers implement a change to the software, testers perform regression testing to
ensure that previously tested and functional operations remain intact. This is a good
way to help guarantee consistency in functionality.
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3. Usability testing
Usability testing focuses on ease of use. Testers approach the software from the
perspective of end users, validating that its interface and design are simple to
understand and that the application is easy to operate. Ideally, the user can learn the
software on their own and enjoy a satisfying experience with it.
4. Compatibility testing
5. Security testing
Test Strategy
A high-level document is used to validate the test types or levels to be executed for the
product and specify the Software Development Life Cycle's testing approach is
known as Test strategy document.
Once the test strategy has been written, we cannot modify it, and it is approved by
the Project Manager, development team.
The test strategy also specifies the following details, which are necessary while we write
the test document:
In other words, we can say that it is a document, which expresses how we go about
testing the product. And the approaches can be created with the help of following
aspects:
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o Automation or not
o Resource point of view
o System design documents: Primarily, we will use these documents to write the
test strategy.
o Design documents: These documents are used to specify the software's
functionality to be enabled in the upcoming release.
o Conceptual design documents: These are the document which we used
Infrequently.
o The primary objective of writing the test strategy is to make sure that all purposes
are covered entirely and understood by all stakeholders, we should
systematically create a test strategy.
o Furthermore, a test strategy objective is to support various quality assurance
stockholders in respect of planning of resources, language, test and
integration levels, traceability, roles and responsibilities, etc
o In SDLC (Software Development Life Cycle), the test strategy document plays an
important role. It includes various significant aspects, such as who will implement
the testing, what will be tested, how it will be succeeded, and what risks and
incidents will be are related to it.
o Some of the additional characteristics of the Test Strategy document are as
follows:
o The test strategy document is approved and reviewed by the following's peoples:
o Test Team Lead
o Development Manager
o Quality Analyst Manager
o Product Manager
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o For different testing activities, the test strategy document specifies the resources,
scope, plan, methodology, etc.
o In order to direct how testing will be achieved, it is used by the project test team
once it is ready or completed.
o Primarily, it is obtained from the BRS (Business Requirements
Specifications) documents.
o The test strategy document is a high-level document, which generally remains
constant, implying no frequent and pointless modification is made in the
document.
o The respective team easily accomplishes the objectives of testing with the help of
a test strategy document.
o The respective team easily accomplishes the objectives of testing with the help of
test strategy document.
We understand that the test strategy document is made during the requirements phase
and after the requirements have been listed.
Like other testing documents, the test strategy document also includes various
components, such as:
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o The test strategy document also specified the testing activities and phases that
are needed to be approved.
2. Testing Methodology
o The next module in the test strategy document is Testing methodology, which
is mainly used to specify thelevels of testing, testing procedure, roles, and
responsibilities of all the team members.
o The testing approach also contains the change management process involving
the modification request submission, pattern to be used, and activity to manage
the request.
o Above all, if the test strategy document is not established appropriately, then it
might lead to errors or mistakesin the future.
4. Testing Tools
o Testing toolsare another vital component of the test strategy document, as it
stipulates the complete information about the test
management and automation tools necessary for test execution activity.;
o For security, performance, load testing, the necessary methodologies, and
tools are defined by the details of the open-source or commercial tool and the
number of users that can be kept by it.
5. Release Control
o Another important module of the test strategy document is Release Control.
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o It is used to ensure that the correct and effective test executionand release
management strategies should be systematically developed.
6. Risk Analysis
Here, we are discussing some of the significant types of test strategies document:
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o Methodical strategy
o Reactive strategy
o Analytical strategy
o Standards compliant or Process compliant strategy
o Model-based strategy
o Regression averse strategy
o Consultative strategy
1. Methodical Strategy
o The first part of test strategy document is Methodical strategy.
o In this, the test teams follow a set of test conditions, pre-defined quality
standard(like ISO25000), checklists.
o The Standard checklists is occurred for precise types of testing, such as security
testing.
2. Reactive Strategy
o The next type of test strategy is known as Reactive strategy.
o In this, we can design the test and execute them only after the real software is
delivered, Therefore, the testing is based upon the identified defectsin the
existing system.
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o Suppose, we have used the exploratory testing, and the test approvals are
established derived from the existing aspects and performances.
o These test approvals are restructured based on the outcome of the testing which
is implemented by the test engineer.
3. Analytical strategy
o Another type of test strategy is Analytical strategy, which is used to perform
testing based on requirements, and requirements are analyzed to derive the test
conditions. And then tests are designed, implemented, and performedto
encounter those requirements. For example, risk-based
testing or requirements-based testing.
o Even the outcomes are recorded in terms of requirements, such
as requirements tested and passed.
5. Model-based strategy
o The next type of test strategy is a model-based strategy. The testing team
selects the current or expected situationand produces a model for it with the
following aspects: inputs, outputs, processes, and possible behavior.
o And the models are also established based on the current data speeds, software,
hardware, infrastructure, etc.
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7. Consultative strategy
o The consultative strategy is used to consultkey investors as input to choose
the scope of test conditions as in user-directed testing.
o In order of priority, the client will provide a list of browsers and their versions,
operating systems, a list of connection types, anti-malware software, and
also the contradictory list, which they want to test the application.
o As per the need of the items given in provided lists, the test engineer may use
the various testing techniques, such as equivalence partitioning
We can combine the two or more strategies as per the needs of the product and
organization's requirements. And it is not necessary to use any one of the above listed
test strategies for any testing project.
The selection of the test strategy may depend on the below aspects:
o The selection of test strategy depends on the Organization type and size.
o We can select the test strategy based on the Project requirements, such
as safety and security related applications require rigorous strategy.
o We can select the test strategy based on the Product development model.
The final document of the test strategy contains important details about the following
factors:
o Details of different Test levels, relationships between the test levels, and
procedure to integrate different test levels.
o Testing environment
o Testing techniques
o Level of automation for testing
o Different testing tools
o Risk Analysis
o For each test level Entry as well exit conditions
o Test results reports
o Degree of independence of each test
o Metrics and measurements to be evaluated during testing
o Confirmation and regression testing
o Managing defects detected
o Managing test tools and infrastructure configuration
o Roles and responsibilities of Test team members
Conclusion
After understanding the test strategy document, at last, we can say that the test
strategy document provides a vibrant vision of what the test team will do for the whole
project.
The test strategy document could prepare only those who have good experience in
the product domain because the test strategy document will drive the entire team.
And it cannot be modified or changed in the complete project life cycle as it is a static
document.
Before any testing activities begin, the Test strategy document can distribute to the
entire testing team.
If the test strategy document is written correctly, it will develop a high-quality system
and expand the complete testing process.
Resource Requirements
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1 Test Manager Manage the whole project Define project directions Acquire appropriate
resources
3. Developer in Implement the test cases, test program, test suite etc.
Test
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4. Test Builds up and ensures test environment and assets are managed and
Administrator maintained Support Tester to use the test environment for test
execution
OR
Human Resource: The following table represents various members in your project
team
System Resource: For testing, a web application, you should plan the resources as
following tables:
1 Server Install the web application under test This includes a separate web server,
database server, and application server if applicable
2 Test tool The testing tool is to automate the testing, simulate the user operation,
generate the test results There are tons of test tools you can use for this
project such as Selenium, QTP…etc.
3. Network You need a Network include LAN and Internet to simulate the real
business and user environment
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4. Computer The PC which users often use to connect the web server
Tester Assignments
They may be involved in or even be the primary people identifying test conditions and
creating test designs, test cases, test procedure specifications and test data, and may
automate or help to automate the tests.
Test plan and strategy: Begin by creating a test plan and strategy that outlines the
testing objectives, scope, and approach. This will help identify the different types of tests
required and the specific areas that need to be covered.
Test case creation: Testers can be assigned to create test cases based on the test plan
and requirements. Test cases should cover different scenarios and use cases to ensure
comprehensive testing.
Testing types: Identify the different types of testing needed, such as functional testing,
performance testing, security testing, usability testing, etc. Assign testers with the relevant
expertise and skills for each type of testing.
Test environment: Assign testers to set up and configure the test environment, including
any necessary hardware, software, or network configurations. This ensures that the testing
environment accurately reflects the production environment.
Test execution: Assign testers to execute the test cases and document the results.
Testers should follow the test plan and report any issues or bugs they encounter during the
testing process.
Bug reporting and tracking: Assign testers to report identified bugs or issues in a
structured manner, including detailed descriptions, steps to reproduce, and any supporting
documentation. Testers may also be responsible for tracking the status and resolution of
reported issues.
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Regression testing: After bug fixes or changes are made, assign testers to perform
regression testing to ensure that the fixes or changes did not introduce new issues or break
existing functionality.
Test coverage analysis: Assign testers to analyze the test coverage and identify any
gaps or areas that require additional testing. This helps ensure that all critical features and
functionalities are adequately tested.
Test automation: Assign testers with automation skills to develop and maintain
automated test scripts, which can help increase testing efficiency and coverage.
It's important to consider the skills, experience, and availability of testers when making
assignments. Regular communication and coordination among testers and other team
members are crucial to ensure effective testing and timely feedback.
Test Schedule
It is used to explain the timing to work, which needs to be done or this attribute covers when
exactly each testing activity should start and end? And the exact data is also mentioned for every
testing activity for the particular date.
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Therefore as we can see in the below image that for the particular activity, there will be a starting
date and ending date; for each testing to a specific build, there will be the specified date.
For example
Test Cases
Test case gives detailed information about testing strategy, testing process,
preconditions, and expected output. These are executed during the testing process to
check whether the software application is performing the task for that it was developed
or not.
Test case helps the tester in defect reporting by linking defect with test case ID.
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Detailed test case documentation works as a full proof guard for the testing team
because if developer missed something, then it can be caught during execution of these
full-proof test cases
To write the test case, we must have the requirements to derive the
inputs, and the test scenarios must be written so that we do not miss out on any
features for testing. Then we should have the test case template to maintain the
uniformity, or every test engineer follows the same approach to prepare the test
document.
Generally, we will write the test case whenever the developer is busy in writing the
code.
o When the customer gives the business needs then, the developer starts
developing and says that they need 3.5 months to build this product.
o And In the meantime, the testing team will start writing the test cases.
o Once it is done, it will send it to the Test Lead for the review process.
o And when the developers finish developing the product, it is handed over to the
testing team.
o The test engineers never look at the requirement while testing the product
document because testing is constant and does not depends on the mood of the
person rather than the quality of the test engineer.
To require consistency in the test case execution: we will see the test case and start
testing the application.
To make sure a better test coverage: for this, we should cover all possible scenarios
and document it, so that we need not remember all the scenarios again and again.
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It depends on the process rather than on a person: A test engineer has tested an
application during the first release, second release, and left the company at the time of
third release. As the test engineer understood a module and tested the application
thoroughly by deriving many values. If the person is not there for the third release, it
becomes difficult for the new person. Hence all the derived values are documented so
that it can be used in the future.
To avoid giving training for every new test engineer on the product: When the test
engineer leaves, he/she leaves with a lot of knowledge and scenarios. Those scenarios
should be documented so that the new test engineer can test with the given scenarios
and also can write the new scenarios.
The primary purpose of writing a test case is to achieve the efficiency of the application.
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As we know, the actual result is written after the test case execution, and most of the
time, it would be same as the expected result. But if the test step will fail, it will be
different. So, the actual result field can be skipped, and in the Comments section, we
can write about the bugs.
And also, the Input field can be removed, and this information can be added to
the Description field.
The above template we discuss above is not the standard one because it can be
different for each company and also with each application, which is based on the test
engineer and the test lead. But, for testing one application, all the test engineers should
follow a usual template, which is formulated.
The test case should be written in simple language so that a new test engineer can also
understand and execute the same.
Step number
It is also essential because if step number 20 is failing, we can document the bug report
and hence prioritize working and also decide if it’s a critical bug.
Release
Pre-condition
These are the necessary conditions that need to be satisfied by every test engineer
before starting the test execution process. Or it is the data configuration or the data
setup that needs to be created for the testing.
For example: In an application, we are writing test cases to add users, edit users, and
delete users. The per-condition will be seen if user A is added before editing it and
removing it.
Test data
These are the values or the input we need to create as per the per-condition.
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The test lead may be given the test data like username or password to test the
application, or the test engineer may themself generate the username and password.
Severity
The severity can be major, minor, and critical, the severity in the test case talks about
the importance of that particular test cases. All the text execution process always
depends on the severity of the test cases.
We can choose the severity based on the module. There are many features include in a
module, even if one element is critical, we claim that test case to be critical. It depends
on the functions for which we are writing the test case.
For example, we will take the Gmail application and let us see the severity based on
the modules:
Modules Severity
Login Critical
Help Minor
Setting Minor
Inbox Critical
Logout Critical
Modules Severity
Feedback minor
Brief description
The test engineer has written a test case for a particular feature. If he/she comes and
reads the test cases for the moment, he/she will not know for what feature has written it.
So, the brief description will help them in which feature test case is written.
Here, we are writing a test case for the ICICI application’s Login module:
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Firstly, we check for which field we will write test cases and then describe accordingly.
In functional testing or if the application is data-driven, we require the input column else;
it is a bit time-consuming.
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Let say it is the amount transfer module, so we are writing the functional test cases for it
and then also specifies that it is not a login feature.
The functional test case for amount transfer module is in the below Excel file:
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In this, we should not write something which we already covered in the functional test
cases, and something we have written in the integration test case should not be written
in the system test case again.
When the test engineer writing the test cases, they may need to consider the following
aspects:
We will write the system test cases for the end-to-end business flows. And we have the
entire modules ready to write the system test cases.
The method of writing a test case can be completed into the following steps, which are
as below:
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System study
In this, we will understand the application by looking at the requirements or the SRS,
which is given by the customer.
o When the product is launched, what are the possible ways the end-user may use
the software to identify all the possible ways.
o I have documented all possible scenarios in a document, which is called test
design/high-level design.
o The test design is a record having all the possible scenarios.
Convert all the identified scenarios to test claims and group the
scenarios related to their features, prioritize the module, and write test cases by
applying test case design techniques and use the standard test case template, which
means that the one which is decided for the project.
Review the test case by giving it to the head of the team and, after that, fix the review
feedback given by the reviewer.
After fixing the test case based on the feedback, send it again for the approval.
After the approval of the particular test case, store in the familiar place that is known as
the test case repository.
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Software Testing metrics are quantitative steps taken to evaluate the software testing
process's quality, performance, and progress. This helps us to accumulate reliable data
about the software testing process and enhance its efficiency. This will allow
developers to make proactive and precise decisions for upcoming testing procedures.
What is a metric in software testing metrics?
A Metric is a degree to which a system or its components retains a given attribute.
Testers don't define a metric just for the sake of documentation. It serves greater
purposes in software testing. For example, developers can apply a metric to assume
the time it takes to develop software. It can also be assigned to determine the numbers
of new features and modifications, etc., added to the software.
Importance of Software Testing Metrics
As mentioned, test metrics are crucial to measuring the quality and performance of the
software. With proper software testing metrics, developers can−
Analysis: In this stage, developers identify the required metrics and define them.
Communicate: Once metrics are identified, developers have to explain
theirimportance to stakeholders and the testing team.
Evaluation: This stage includes quantifying and verifying the data. Then testers
have to use the data to calculate the value of the metric.
Report: Once the evaluation process is finished, the development team needs
tocreate a report including a detailed summary of the conclusion. Then the report
isdistributed among stakeholders and relevant representatives. The stakeholders
then give their feedback after reading the information carefully.
Metrics and statistics play a vital role in measuring and evaluating various aspects of performance, progress,
and outcomes in different domains. They provide objective and quantifiable data that can be used to assess
the effectiveness, efficiency, and quality of processes, systems, or initiatives. Here are some common
metrics and statistics used in different contexts:
Key Performance Indicators (KPIs): KPIs are specific metrics that organizations use to measure progress
toward their goals and objectives. KPIs vary depending on the industry and the specific objectives being
measured. Examples include sales revenue, customer satisfaction scores, website traffic, employee
turnover rate, and production efficiency.
Quality Metrics: These metrics assess the quality of products or services. They can include defect rates,
customer complaints, return rates, and customer satisfaction ratings. Quality metrics help organizations
identify areas for improvement and track their progress in delivering high-quality offerings.
Financial Metrics: Financial metrics measure the financial health and performance of a business or
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organization. Examples include revenue growth, profit margins, return on investment (ROI), cash flow, and
debt-to-equity ratio. Financial metrics help evaluate profitability, liquidity, and overall financial sustainability.
Customer Metrics: These metrics focus on understanding and evaluating the customer experience and
satisfaction. Examples include Net Promoter Score (NPS), customer retention rate, customer lifetime value,
and customer complaints. Customer metrics provide insights into customer loyalty, preferences, and
perceptions.
Productivity Metrics: Productivity metrics assess the efficiency and output of individuals, teams, or
processes. Examples include units produced per hour, average handling time for customer inquiries,
response time to support tickets, and employee utilization rates. Productivity metrics help identify
bottlenecks, optimize resource allocation, and improve overall efficiency.
User Engagement Metrics: These metrics are used in digital and online contexts to assess user engagement
and interaction. Examples include website traffic, page views, bounce rate, click-through rate, time spent on
a page, and social media engagement (likes, shares, comments). User engagement metrics help evaluate
the effectiveness of digital marketing efforts, user experience, and content performance.
Risk and Compliance Metrics: Risk and compliance metrics assess an organization's adherence to
regulatory requirements, internal policies, and risk management practices. Examples include compliance
violation incidents, risk exposure levels, audit findings, and cybersecurity incidents. These metrics help
organizations monitor their risk posture and ensure compliance with legal and regulatory obligations.
Process Efficiency Metrics: These metrics evaluate the efficiency and effectiveness of specific processes
within an organization. Examples include cycle time, throughput, defect rate, and rework rate. Process
efficiency metrics help identify areas of improvement, streamline operations, and reduce waste.
Market and Industry Statistics: These statistics provide insights into market trends, customer demographics,
industry benchmarks, and competitive landscape. Examples include market size, market share, growth
rates, customer segmentation data, and industry-specific performance indicators. Market and industry
statistics assist in strategic decision-making, market analysis, and competitive positioning.
It's important to note that the selection of metrics and statistics should align with the specific objectives,
context, and requirements of the organization or domain being measured. They should be relevant,
measurable, and provide actionable insights to drive improvement and informed decision-making.