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Testing Plan Workshop Santa Cruz County BH 7-31-2015

This workshop aims to understand best practices for testing, roles and responsibilities, and formulate a plan for testing. It covers unit testing, system testing, integration testing, and conversion testing. The agenda includes objectives, testing timeline, resource requirements, sample testing scripts, and post-implementation testing strategy.

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Testing Plan Workshop Santa Cruz County BH 7-31-2015

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  1. Testing Plan WorkshopSanta Cruz County BH7-31-2015

  2. Testing Plan Workshop Agenda • Workshop Objectives • Roles and Responsibilities • Types of Testing • Unit Testing • System Testing • Integration Testing • Conversion Testing

  3. Testing Plan Workshop Agenda - Continued • Testing Timeline • Schedule • Resource Requirements • Sample Testing Scripts • Avatar PM Testing Examples • Avatar CWS Testing Examples • Evaluations • Post Implementation Testing Strategy

  4. Workshop Objectives

  5. Workshop Objectives • Understand the Testing Plan and begin its creation. • Understand best practices for Testing. • Understand the roles and responsibilities for Testing. • Begin to review the Testing scripts and how they can be modified to complete system and integration testing. • Begin to formulate a plan for testing, including identifying resources, items to test and schedule. • Understand the testing timeline. • Understand the testing process

  6. Roles & Responsibilities

  7. Client Roles & Responsibilities Testing Coordinator • Complete Testing Plan; Including the Testing Timeline • Identify and Coordinate Testing Resources • Assign and Coordinate System & Integration Test Script Development • Schedule Integration Testing Resources (people and equipment) • Coordinate with 3rd Party Resources to be Available for Integration Testing • Lead Daily Kick-Off & Progress Review Meeting During Integration Testing • Track & Communicate Progress Against the Testing Plan • Secure Facilities and Equipment for Integration Testing • Qualities – Detailed, Knowledgeable, Respected

  8. Netsmart Role & Responsibilities Netsmart Associates • Lead the Testing Workshop. • Deliver Train the Trainer • Demo good training workflow(show, do, train) • Provide and review the testing plan. • Collaborate with the Testing Coordinator to develop a feasible timeline and Testing Plan. • Offer feedback to the testers for ‘failed items’. • Assist in order to successfully execute the testing plan objectives.

  9. Types of Testing

  10. Testing Objectives Unit Testing • Represents testing conducted to confirm each configured data element and menu item work after being built, configured or modeled. • Most basic unit of testing and should be conducted whenever new configuration work has been conducted or modifications to existing configurations have been done in the system. System Testing • System Testing is more workflow/process focused. • System Testing should focus on the major processes within each department. Integration Testing • Integration Testing (IT) is the verification that the major workflows all integrate. • It is combining a series of System Testing scenarios into single scripts that reflect the overall life of a patient/client.

  11. Testing Requirements

  12. Testing Audience • Testing Category Breakdown • Ensures all staff is adequately trained for their role in the organization. • Ensures correct personnel are chosen to test each module • Table provided in Testing Plan to list the Testing Script Name, Owner, and Due Date to start and Completed Date in that category

  13. Testing Timeline

  14. Santa Cruz County Proposed Project Timeline May 1 2016 Nov 20 2014 Dec 18 2014 March 11 2015 July 20 2015 Sept 28 2015 Oct 26 2015 Nov 23 2015 Jan 1 2015 Project Management Office Oversight Data Collection Design Build End-User Training Unit Test System Test Int. Testing Identify Improvement and Optimization Opportunities Test Script Dev 10 Wks Train 6 Wks Syst Test 6 Wks DC1 4 Wks Train Mat. Dev 10 Wks INT 2 Wk Client Legend DC2 8 Wks 4 wks 12 wks 12 wks 12 wks 4 wks 4 wks 6 wks 16 wks Client Site DC3 16 Wks Netsmart Rev 1 Wk Quality Control Bld/Test1 4 Wks Client Owned Bld/Test2 4 Wks Netsmart Netsmart Owned Bld/Test3 4 Wk Update Policies & Procedures

  15. Testing Timeline Considerations • A detailed timeline needs to be developed to ensure all steps in the Testing Plan are met. Items include: • Testing Script Development • Testing • Re-Testing of Failed Items • Other Resource Items to Consider • Number of People to test • Number of Testing Scripts Needed • Facilities and/or Equipment Constraints • Tester Availability

  16. Testing Timeline Considerations • Utilize the Testing Activity Table in the Testing Plan map out deliverables and completion dates. • Determine a completion date and a mitigation plan.

  17. Sample Testing Scripts

  18. Sample Testing Scripts • Library of Sample Testing Scripts • Use to piece together workflow for your site • Steps are in place but will need modifications based on specific workflow needs • Determine the accurate order that a test script should be completed in • Complete a Test Script together

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