Test Cases

Plan, execute, and track verification and validation tests for your system.

The Test Cases page helps you manage your verification and validation activities. Define test procedures, schedule executions, record results, and trace tests back to requirements and system components.

Accessing Test Cases

Open the Test Cases page from the left sidebar. The page displays all test cases with their status, and you can switch between list view and timeline view.

Creating a Test Case

1. Click New Test Case to create a new test record.
2. Enter a descriptive name (e.g., “Thermal Cycling Test” or “EMI Compliance Check”).
3. Add a detailed description of the test objectives.

Each test case automatically receives a sequential ID (TE-1, TE-2, etc.) for traceability.

Test Case Properties

Status

Track execution progress:

Status	Meaning
Planned	Scheduled and ready to execute
In Progress	Currently being executed
Passed	Met all acceptance criteria
Failed	Did not meet criteria
Blocked	Cannot execute due to external issue

Lifecycle Status

Track the test definition maturity:

Status	Meaning
In Work	Test case being developed
In Review	Under review for approval
Baselined	Approved and locked
Deprecated	No longer active

Purpose

Why is this test being conducted? Select one or more:

Purpose	Description
Validation	Confirm the right product was built
Verification	Confirm product meets requirements
Risk Mitigation	Reduce identified risks
Characterization	Understand system behavior
Certification	Meet regulatory or certification requirements
Defect Detection	Find defects and bugs

Type

What kind of test is this?

Type	Description
Functional	Functional verification testing
Acceptance	Customer or user acceptance testing
End-to-End	Full system integration testing
Environmental	Environmental condition testing
Thermal Vac	Thermal vacuum testing
Vibration	Vibration testing
EMI/EMC	Electromagnetic interference and compatibility
Drop	Drop and shock testing
Software-in-Loop	Software-in-the-loop simulation
Hardware-in-Loop	Hardware-in-the-loop simulation
Other	Custom test type (specify in description)

Scheduling

Plan when and where tests will occur:

• Date — Scheduled execution date
• End Date — For multi-day tests
• Time Window — Specific time slot (e.g., “09:00-12:00”)
• Facility — Test location or lab name

Test Procedure

Define step-by-step instructions for executing the test.

Adding Procedure Steps

1. Click Add Step in the procedure section.
2. Enter a clear step title describing the action.
3. Add the expected result for this step.

Write comprehensive procedures with 4-10 steps covering setup, execution, verification, and cleanup phases. Clear procedures improve test repeatability.

Test Runs

Record each execution of a test case. A single test case can have multiple runs (e.g., retests, different configurations).

Starting a Run

1. Click + New run to create a new execution record.
2. The run starts in Scheduled status.
3. Execute the procedure steps, marking each as Pass or Fail.
4. Update the run status as you progress.

Run Status

Status	Meaning
Scheduled	Run planned but not yet started
In Progress	Run currently executing
Passed	All steps passed
Failed	One or more steps failed
Blocked	Run could not complete due to external issue

Recording Step Results

For each procedure step in a run:

• Click Pass or Fail to record the result
• The progress indicator updates automatically showing pass/fail/pending counts
• Each step shows its title and expected result for reference

Run Attachments

Add supporting documentation to each run:

• Click Add link to reference external resources
• Click Upload to attach files directly
• Attach test data, photos, logs, or anomaly reports

Traceability

Systems Under Test

Link test cases to the Parts being tested. This shows which components are covered by testing and helps identify gaps in test coverage.

Requirements

Link requirements that this test verifies. For each linked requirement, add a rationale explaining how the test addresses the requirement.

Views

List View

The default view shows test cases as a sortable, filterable list with:

• Test case ID and name
• Status badges
• Type and purpose
• Scheduled date
• Quick actions

Timeline View

Switch to timeline view to see tests on a calendar:

• Visual schedule of planned tests
• Multi-day tests shown as spans
• Drag to reschedule (when editing is enabled)
• Color-coded by status

Filtering and Search

Use the filter bar to narrow the list by:

• Status — Planned, In Progress, Passed, Failed, Blocked
• Type — Functional, Environmental, etc.
• Purpose — Verification, Validation, etc.
• Lifecycle Status — In Work, In Review, Baselined, Deprecated
• Systems — Filter by systems under test
• Date Range — Filter by scheduled date
• Facility — Filter by test location

Search by test case name or ID using the search bar.

Grouping and Sorting

Organize the test list by:

• Group by: None, Status, Type, or Purpose
• Sort by: Name, Date, Status, or Type

Exporting Test Reports

Generate documentation for reviews and audits:

1. Select test cases to include (or export all).
2. Click Export Report.
3. Choose export options and metadata.
4. Download the generated report.

Reports include test details, procedures, run results, and traceability information.

Best Practices

1. Write clear objectives — Each test should have a specific, measurable goal.

2. Define acceptance criteria upfront — Know what “pass” looks like before you test.

3. Include expected results in procedure steps — Make it easy for anyone to execute the test and evaluate results.

4. Link to requirements — Maintain traceability so you can demonstrate test coverage.

5. Record everything — Attach evidence, note observations, and document any anomalies.

6. Review before baselining — Use lifecycle status to control test case maturity.

Permissions

Test case management respects model permissions:

Role	Can Create	Can Edit	Can Delete
Owner	✓	✓	✓
Admin	✓	✓	✓
Editor	✓	✓	✓
Viewer	—	—	—

Viewers can browse test cases and runs but cannot modify them.