End To End Testing Kick Off - University of Rochester · 2018. 11. 28. · End to End Testing focuses on confirming the system works as designed •Does each task and business process

End To End Testing Kick OffNovember 15, 2018

Agenda

UR Student and Workday Background

Why End to End (E2E) Testing?

E2E Testing Approach

E2E Tester Action

Liz Dietz• Vice President, Student Strategy and Product Management, Workday

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Project Org Chart

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Why What Who When How

UR Student Information Website

http://www.rochester.edu/urstudent/

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VisionThe University of Rochester envisions reliable, high quality student information systems and processes that will:

Be flexible and extendable, accommodating current priorities and requirements, with the ability to evolve with changing and as yet unforeseen academic and administrative realities, such as new forms of assessment and outcome tracking

Provide robust data capture and reporting capabilities, and verified, complete data to allow the University and our schools to better understand and support progress toward strategic goals, and the progress of our students toward their academic goals

Provide a single, integrated source for core student data and services, and easier, real-time integration with ancillary and third-party systems

Create a personalized system that provides users with the information and services they need, when and where they need it

Result in configurable, reliable and automated processes for students, faculty and staff to achieve better outcomes with less effort

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Guiding Principles We will adopt common practices wherever possible to support a

consistent experience; we will differ only where absolutely required

We will structure data to improve our collective reporting and analytic capabilities

We will automate activity and processes to enable staff to improve service for all our stakeholders

We value integrated systems and processes over disparate systems and processes

We will adapt administrative and academic practices as necessary to implement an effective solution

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Project Phases

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End to End Testing focuses on confirming the system works as designed

• Does each task and business process function as expected for all key areas of functionality? Do all the features and functions of the process work correctly within that process?

• Does the converted data ‘work’ in the application in the same way that data added directly to UR Student functions?

• Do the processes ‘hang together’ correctly for a full system solution across business processes and functional areas?

• Do the integrations load or extract data correctly to allow UR Student to interact with other campus systems? Critical integrations, especially those that load data, must be tested during the End to End testing window.

• Do the reports provide the information necessary to support the process and/or users?

• Testing to confirm End User security will be completed using Proxies and a series of user accounts identified for that purpose.

Why End To End Testing?

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Testers Add Value Testers evaluate functionality and data conversion

Testers highlight changes to business processes and workflow/daily activity

Testing follows the Agile methodology which is iterative• Testing an evolving product and process

Testing identifies gaps• Needed fixes• Missing tasks• Current blockers• Workarounds• Parking lot• Change management

Testers bring their knowledge and perspective

• Expert knowledge of the system is actually a disadvantage during some testing

• Testing helps define if the process and training is refined enough for casual users

Testing ensures a smoother roll out/go live

Testing scripts and feedback lead to training and documentation

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E2E tests tasks and business processes from beginning to end

E2E testing is NOT the final test

Additional Workday functionality will be released after E2E

Day in the Life (DIL) testing follows

• DIL testing is structured around typical roles rather than business processes

- Instructor, Advisor, Registrar, Curriculum Manager, Department Coordinator, Student

Where E2E Falls in the Project Plan

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11/15/18

Kickoff E2E Testing

12/31/18

WD’s special UR release

2/4/19

WD32 Preview

Feb / Mar

Kickoff DIL Testing

May ‘19

Go/No-go Decision

7/7/19

Phase I Target

Go-Live

9/7/19

WD33

Community Testers


ARTS & SCIENCES ENGINEERING EASTMAN WARNER SIMON SON SMD-GRAD SMD-MD EIOH

John Hain Logan Hazen Vicki Aspridy Andrea Chamberlain Tracy Pezzimenti Kathleen Kelly Linda Lipani

Terry Magee Kim Starken(Slate) Amy McNiven Nancy Kita Erica West Elaine Maholick

Jenne LaPlaca Wendy Cellini Andrew Smagin

Christina Crispin Pam Kaptein Robin Cooley

Robert Bones Claire Urbanowicz Jason Buitrago

Jenni Watson (ECMS) Pam Black-Colton

John Ballou Lisa Norwood Britt Semenow Pam Black-Colton Jason Buitrago

Kate McKenna Kelly Johnson Caroline Sonett Jon Ramsey

Liz Monte

Cheryl Ernst

Andy Dillenbeck Tim Woodward Jennifer Horn Tracy Korts Brian Donovan Tammy Terrana Jeff Bloss n/a Mike Winter

Central

Finance

Individuals noted in blue will be validating downstream Finance functions.

Jen Baker, Cindy Cheng, Jim Dobbertin, Marta Herman, Lisa Mekeel, Kate Nguyen, Shannon Ozkum, Marge Schwartz, Jeff Sullivan

Student

Records

Student

Finance

Academic

Advising

Financial

AidMandi Lacey, Carrie Welch

Kathy Blackmon, Nancy Anderson, Joe Brown, Karim Yaport, Abby Mansoor

Jeff White

Nicholas Smith

Katie Mead

Janina Koszela

Peg Ehmann, Nancy Ducci


The Role Of The Community Tester

Functionality and Data Validation tested separately

Community Testers will work with a functional testing liaison from project core team

Test instructions will be provided

Complete tests in a timely manner

Test lab space provided

Provide results on scenario spreadsheet to liaison at the end of each test day

Offer insights

UR Student Ambassador to broader UR community



Testing Schedule

Proposed Initial Schedule - Sign up sheets available today



Monday Tuesday Wednesday Thursday Friday

26-Nov 27-Nov 28-Nov 29-Nov 30-Nov

Morning - Harkness 114 SR - Function SF

Afternoon - Scottsville Rd 330 AA SR - Data SR - Data SF AA

3-Dec 4-Dec 5-Dec 6-Dec 7-Dec

Morning - Harkness 114 SR - Function

Afternoon - Scottsville Rd 330 SR - Function SF AA SF AA

AA - Academic Advising

SF - Student Finance & Financial Aid

SR - Student Records & Curriculum Mgmt

Key Testing DatesEnd 2 End Tests: Nov 2018 – Jan 2019Day In Life Tests: Feb 2019 – March 2019

Test “Packet”

Test “Packet”

Functional Test Input

Testers will receive inputs to provide information to complete the test:


Test “Packet”

Test Scenario

Test Script

Test Data Sheet

Related functionality to test as a unitOne or more per Rochester Business Process

Defines the specific test cases that should be executed to fully test the business process/functionality w/expected result

Describes the specific steps to be taken in UR Student to complete the test case(s)

Defines the data to be used (e.g., entering multiple applications, completing registration for multiple students, adding charges or making payments on multiple students, etc.)

.XLS

.XLS

.DOC

Rochester Business Process


Security Role Evolution

Security setup for testing is a starting point and may shift

Modifications to security will be needed over time

Testers may be in different roles with different security during testing



Functional Test Examples

A&S Intended and Declared Major Changes

Add Non-Matriculated Student

Registration

Review Student Account/Make Payment



Functional Test Script

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Functional Test Data Sheet

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Provides the values needed to run the test

Some will be fixed ie. Major=Art History

Some will be tester’s choice

Multiple conditions or entries


Data Conversion Validation



Test Output

Pass OR Error/Unexpected Result• Provided to liaison for same day entry into tracking system

• Include tester name, date, and confirmation or explanation documentation such as narrative and screenshots

Problems will be tracked to closure



Support Materials To Follow

Overall process flow

Screen Navigation guide with video

Quick Reference Card• FAQs

• Terminology

• Error example



Testers As Change Agents

In addition to assisting with testing, and providing training and change management opportunities/challenges of the system• Areas of confusion or system challenges

• Areas of ease and added value

There is another role you have – Being a Change Agent of the team• Member and representative of the UR Student team

• To spread the good word and engage others to participate in public events

• Provide feedback to test team on usability and any process issues

• Convey system opportunities and areas of impact to peers

• Offer suggestions on best methods to engage peers

Post Go Live provide actual “on the ground” feedback



Thank You!!

Q&A

Test account login • https://wd5-impl.workday.com/rochester1



Liz Dietz

Vice President, Student Strategy and Product Management, Workday


Documents

End To End Testing Kick Off - University of Rochester · 2018. 11. 28. · End to End Testing focuses on confirming the system works as designed •Does each task and business process