Picklist Entries

There are already picklist entries for defect, requirements, test scenario etc have been added. So we recommend to not change any field values from the existing one. But as an administrator you may also add or modify the fields values in the setup page as per your organization process. This will be automatically reflected  in the analysis view.

Warning:
There are some conditions as below.
1. Enhancement needed field should not be changed, since it is associated with the enhancement validation
2.New and In Progress field should not be changed, since these are associatied with the open defect metrics.

Add 'My Personal Folder'

After the installation administrator must add the home page compoent called 'My Personal Folder' in the existing home page layout to show it to the users. 

Steps to add 'My Personal Folder'. 

Goto Setup -> Customize -> Home -> HomePage Layouts -> Choose the custom layout in which you want to show your My Personal Folder Component -> Click Edit -> Enable'My Personal Folder' Checkbox -> Click Save.

Test Tracker Professional Apporval Process

Test Tracker Professional uses the Salesforce Automation tool for the following approvals.

1. Enhancement Approval
2. Requirement Review
3. Test Group Approval

 Approval process creation steps are explained in the below respective screen for each approval process. Follow the steps as in the below screen.
All the necessary actions for each approval processes are available in the package. So, as an administrator you need only to create the approval processes with the existing actions and email templates.