Testing
The Testing section of the Order application allows you to manage quality assurance tests, track test completion, and maintain comprehensive test documentation for each order. This section supports component-level testing, file organisation, and collaborative workflows through comments and approvals.
The Testing section provides a structured approach to managing quality tests throughout the order lifecycle. It integrates with components defined in Style > Definition, enabling you to track tests for specific materials and components used in production. The section is organised into three main areas: Components, Files, and Notes, each serving a distinct purpose in the testing workflow.
Quick Check - Before You Start
- Confirm the style has components in Style > Definition so the Components list is meaningful.
- If you use the Test Library, verify Site Settings > Order > QA Test contains the templates your team expects.
Sections
The Testing tab is divided into three main sections:
| Section | Description |
|---|---|
| Components | Displays existing components from Style > Definition. Each component can have associated tests with descriptions, report numbers, and completion status. |
| Files | Provides file and folder management for organising test-related documents, certificates, and supporting materials. |
| Notes | A dedicated area for capturing test-related notes, observations, and internal documentation. |
Components Section
The Components section displays all components that have been configured in Style > Definition for the associated style. This ensures that testing can be tracked at the component level, providing granular visibility into quality assurance across all materials and parts.
Component Fields
| Field | Description |
|---|---|
| Component | The component name and details as defined in Style > Definition (e.g., Fabric, Trim, Branding, Labels). |
| Test Description | A user-entered description of the test being performed or required for the component. |
| Report Number | A unique identifier or reference number for the test report. |
| Completed | A checkbox that, when marked, indicates the test has been completed. |
| Completed Date | Automatically displays the date when the test is marked as completed. This field is populated when the Completed checkbox is checked. |
Adding Test Information
- Locate the component in the Components section.
- Click in the Test Description field to enter a description of the test.
- Enter the Report Number in the corresponding field.
- Mark the Completed checkbox when the test is finished.
- The Completed Date will automatically populate with the current date.
Action Bar
The action bar provides quick access to key functions for managing tests:
| Action | Description |
|---|---|
| Add Activity | Opens the Add Activity pop-up to add new test activities or select from the Test Library. |
| Comments | Opens the Activity Action pop-up where you can approve/reject tests, add comments, select test options, and attach files. |
| Delete | Removes the selected test entry. Supports bulk deletion when multiple items are selected. |
Files Section
The Files section provides comprehensive file and folder management for organising all test-related documentation. This includes test reports, certificates, lab results, images, and any other supporting materials.
File Management Features
| Feature | Description |
|---|---|
| Add Folder | Create folders to organise test documents hierarchically. |
| Add Files | Upload individual files directly to the current location. |
| Nested Folders | Create folders inside existing folders for detailed organisation. |
| Files in Folders | Add files within folders to maintain a structured document hierarchy. |
File Operations
- Upload: Drag and drop files or use the upload button to add documents. The maximum file upload size is 500 MB.
- Organise: Create folders and subfolders to categorise test documentation.
- Download: Access and download files as needed.
- Save Link As: Right-click on any file and use Save Link As to save it directly to your preferred location on your computer without having to download it first.
- Delete: Remove files or folders that are no longer required.
File Structure
The Files section supports a hierarchical structure, allowing you to: - Create folders at the root level - Create folders within folders - Add files to any folder level - Maintain a logical organisation of test documentation
Add Activity
The Add Activity feature allows you to add new test activities to the Testing section. This can be done manually or by selecting from the Test Library.
Accessing Add Activity
- Click the plus (+) icon in the action bar.
- Select Test Library from the options.
- This will redirect you to the Add Test pop-up.
Add Test Pop-up
The Add Test pop-up provides multiple ways to add tests:
| Option | Description |
|---|---|
| Report Number | Enter a unique report number for the test. |
| Test Description | Provide a detailed description of the test being added. |
| Search Tests | Search and select from available tests in the Test Library. The Test Library is populated by QA tests defined in Site Settings › Order › QA Test. Use the search functionality to find existing test templates or previously configured tests. |
Adding a Test
- Click the plus (+) icon in the action bar.
- Click Test Library.
- In the Add Test pop-up:
- Enter a Report Number (optional if selecting from library).
- Enter a Test Description or search for an existing test.
- Use the search field to find available tests from the Test Library.
- Select a test from the search results.
- Click Add to confirm and add the test to the Components section.
Comments and Activity Actions
The Comments feature provides a comprehensive workflow for managing test approvals, rejections, and collaborative communication.
Accessing Comments
Click the Comments button in the action bar to open the Activity Action pop-up.
Activity Action Pop-up
The Activity Action pop-up provides a complete set of tools for managing test activities:
| Feature | Description |
|---|---|
| Approval/Rejection | Approve or reject the test activity. Use the approval button to mark as approved, or the rejection button to indicate issues that need to be addressed. |
| Test Options | Select from available test options configured in the system. These options may include test types, standards, or protocols. |
| Comments | Add detailed comments, notes, or observations about the test. This supports threaded discussions and maintains a complete audit trail. |
| Add Files | Attach supporting documents, images, or other files directly to the activity. Files can include test results, certificates, photos, or any relevant documentation. |
Using Activity Actions
- Click the Comments button in the action bar.
- In the Activity Action pop-up:
- Approve or Reject: Click the appropriate button to indicate the test status.
- Select Test Options: Choose from the dropdown of available test options.
- Add Comments: Enter your comments in the text field. You can add multiple comments to maintain a conversation thread.
- Add Files: Click the file attachment button to upload supporting documents.
- Click Save to apply your changes.
Comment History
All comments, approvals, and rejections are stored with timestamps and user attribution, providing a complete audit trail for each test activity.
Notes Section
The Notes section provides a dedicated space for capturing test-related observations, internal notes, and documentation that doesn't fit into the structured component testing format.
Using Notes
- Enter free-form text to document test observations.
- Capture internal notes that may not require formal test tracking.
- Maintain a record of informal discussions or decisions related to testing.
Helpful Tips
- Organise Files Early: Set up folder structures at the beginning of the testing process to maintain organised documentation throughout.
- Use Component-Level Testing: Track tests at the component level to ensure comprehensive quality assurance across all materials.
- Complete Test Descriptions: Provide detailed test descriptions to ensure clarity for all team members and suppliers.
- Leverage Test Library: Use the Test Library to maintain consistency across orders and reduce manual data entry.
- Document Decisions: Use comments to document approval/rejection decisions and the reasoning behind them.
- Attach Supporting Documents: Always attach relevant test results, certificates, or images to provide complete context for test activities.
Related Actions
Related Configuration
Troubleshooting
Why is the Components section empty?
Components come from Style > Definition for the linked style. If none are configured, there is nothing to attach tests to.
What to do: Add or update components on the style, then reopen the order Testing tab.
Why can I not find a test in the Test Library search?
The library is populated from Site Settings > Order > QA Test. Missing entries were never created or are inactive.
Why is my upload failing for a test file?
Individual uploads are limited to 500 MB. Reduce file size, split archives, or store very large assets elsewhere and link via notes or attachments where your process allows.