Creating Test Requests

---

Navigate

From the Dashboard Navigate to Test Requests from the Tests dropdown menu.

Create

Click Create.

Fill Out the Form

Fill in the following sections of the form:

Customer

• Customer: Select an existing customer from the searchable dropdown (required).

Name and Details

• Name: Enter the test request name (required).
• Description: Add a description (optional).

Status and Timing

• Status: Choose from Pending, In Progress, or Completed (defaults to Pending).
• Hours Needed: Estimate the testing time (required).
• Start Time: Specify the test start date/time (required).
• End Time: Specify the test end date/time (optional).
• Deadline: Specify the test deadline (optional).

Custom Fields

• Preset: Choose a predefined set of custom fields (optional).
• Add Field:
  • Name: Field name (required).
  • Data Type: Choose the type, e.g., String, Integer, Boolean.
  • Record Time: When the data should be captured (e.g., before testing).
• You can Add another field as needed.
• Use Delete to remove a field.

Task Types

• Preset: Choose a predefined set of task types.
• Add Type:
  • Task Type Name: Name of the task type (required).
  • Task Type Description: Describe the task type.
  • Type: Can be selected as either a Test Build Task or a Test Procedure Task (only one per template).

Comments

• Add any additonal notes or comments about this test request.