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

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 System Testing Integration 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. System Test Script Name
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
System Test Script Name
Owner
Due Date
Comp. Date
<Fill In W/ System Script Names>

13. Testing Timeline

14. Update Policies & Procedures
Santa Cruz County Proposed Project Timeline
4 wks
12 wks
6 wks
16 wks
Nov 20
2014
Dec 18
2014
March 11
2015
July
Sept 28
2015
Oct 26
2015
Nov 23
2015
Jan 1
2015
May 1
2016
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
Client
Train Mat. Dev 10 Wks
INT 2 Wk
DC2 8 Wks
Client Site
Netsmart
Legend
Quality Control
Client Owned
Netsmart Owned
DC3 16 Wks
Rev 1 Wk
Bld/Test1 4 Wks
Netsmart
Bld/Test2 4 Wks
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.
Testing Activity
Completion Date
Mitigation Plan
System Test Script Development
System Test Script Execution
Integration Test Script Development
Integration Test Script Execution

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