My testing process is made up of:
- Test Notes
- Test Basis
- Test Plan
- Test Suite
- Test Case
This is my process, but maybe reading about it will help you too. I'm going to add some humor to make it entertaining. At work I'm much more professional.
The test notes are my best friend. They prove that I tested. They show how I tested, and they help me improve my techniques as a tester. The test basis is often called the oracle of truth. It is the foundation from which I build my tests. The test plan gives me the when, how, and what I will test. The test suite is a collection of test cases that I will perform.
When someone asks me to test something, the first thing I do is start my notes. I want to write down who asked me to test, when I can test, when I will be done, what will be tested, and how will I get paid. These notes can be copied and pasted into the test plan later.
Throughout the process I will be adding to my notes. I use it as evidence of how I tested and what were my results. There is software that can record the screen as I test. This is helpful if I encounter a bug, but can't quite remember what I did to trigger it.
I prefer calling it the test basis as opposed to the oracle. At my work, Oracle® is software, not a source of truth. I look for documentation, statutes, policies, and procedures. Software is written to enforce these policies. When a policy changes, the software has to change. When software is changed, testers make sure the change agrees with the new policies. They perform regression testing to make sure that existing policies are still enforced.
Sometimes, I get to write the policy because a question arises before the testing begins. The exciting thing about writing a policy is that it will outlive the software. I created it based on conversations I had with subject matter experts. I contacted the stakeholders and had them agree to the policy. Once they agreed, the developers enforced it in the software. I discovered a policy, got it approved, and saw it in development.
I'm sure in large companies, business analysts write policy. I have never worked in a large company so I do not look at writing policies as "not my job". I see it as the foundation of my testing. If I have a question, I get an answer. Then I document it and test for it. I am finding truth. I get philosophical about this.
The truth is rarely pure and never simple.
— Oscar Wilde, The Importance of Being Earnest
Some say, "there is no truth." To them I ask, "is that true?"
I believe there is truth. If what we thought was true changes, the truth did not change. Truth cannot change or else it would not be true. Only our understanding of the truth has changed. When I test, my goal is to reach an acceptable level of truth. That acceptable level is dependent upon the time, knowledge, and consequences that a lie would have on others.
My test plan includes:
- Who hired me?
- What do they expect?
- When can I start?
- When do I stop?
- What do I need to test?
- How do I test it?
- What is my deliverable from the testing?
I am seeking the truth when I test. Scientists seek truth using the scientific method. A test suite asks a question. To answer this question a hypothesis is formed. Each hypothesis is a test case because a hypothesis can be either proven or disproven. Testers predict that the software will fail. They go in with the belief that the software will not work so that they are looking for the way it will fail. It is a state of mind. The testing begins. Observations are made and carefully recorded. Experiments are conducted and scripted so that the results are repeatable. An analysis is made to reveal the answer to the question. The hypothesis is proven or disproven. Another question is formed and the process begins again.
Let me show you.
A test case should only have one reason to fail. In the test suite above there are a lot of test cases. Do we need to write each one? I tried it once and spent so much time writing test cases I never tested.
Automation to the rescue? I certainly believe we can automate data entry forms. Then we can verify that the form did not save when empty and did save when filled out. How do we automate that the labels are spelled correctly? Are the required fields indicated in some way? There are some test cases that can be 100% automated, others only 50% and some not at all.
I rely on the test suite to provide test cases in the form of state diagrams and decision tables. I do not want to write all of the test cases.
I use testing mnemonics and heuristics like:
Let me close with this. I will write notes, basis, plans, and suites. I will code test cases or perform them manually. Writing test cases is tedious, hard to maintain, and not of much value. I prefer to lean on my ability to test instead of documenting every possible test case. To illustrate this point, here are some test cases for this form. I believe these should be in the mind of an experienced tester. I’m sure I am missing some. The more experience I get testing, the longer this list will become.
- The user does not have privileges to create, read, update, or delete a form.
- The user does have privileges to create and read a form, but not update or delete it.
- The user does have privileges to read a form but not create, update, or delete it.
- The user does have privileges to read and update a form but not create or delete it.
- The user does have privileges to create, read, update, and delete a form.
- The user creates a form. It should be blank or have some default values.
- The labels should be spelled correctly.
- Required fields should be indicated.
- Does the form need to be translated into another language? This opens the door to a lot of localization tests.
- The labels should be styled consistently. Bolded? Colon at end? On top of field? On left of field?
- The fields should be of the right type. Textboxes, dropdowns, date pickers, numeric, etc.
- The fields should handle the correct amount of input. Everything from a two letter state code to a 2 GB file upload.
- Explanation text should be spelled correctly and consistently styled.
- There should be some way to save the form.
- There should be some way to exit the form without saving.
- There should be some way to get help on the form.
- The form questions should be clearly understood.
- The order of the fields should be logical.
- The tab order should flow top down and left to right.
- The form should be scaled or allow scaling. This is for mobile devices or by vision impaired users.
- When a form is created, are all fields blank or should there be default values?
- Saving a blank form should result in a required field error.
- The required fields error should be understandable, spelled correctly, and consistently styled.
- Address is required, so leave it blank but fill in all other required fields with valid data. The error message should point out the field that is required. Repeat this for all required fields one at a time.
- Email is validated, so fill it with invalid data and fill in all other required fields with valid data. The error message should point out the field that is invalid. Repeat this for all validated fields one at a time.
- Validation patterns can be buggy. Research the pattern and see what valid inputs are being incorrectly reported.
- Create and submit a form with the least amount of completed fields possible. Check the database to make sure the values were saved correctly. There might be other fields such as create date in the table that needs to be validated.
- Create and submit a form with all of the fields possible. Check the database to make sure the values were saved correctly.
- Submit the exact same form again. This will add a duplicate record in the database. Does the form allow that? If it does, look down the line where having a duplicate record would be a problem.
- Read-only forms should not allow updating or deleting.
- Check the database and look for invalid data that already exists. Open these forms in read-only mode. Did you get a null reference exception? Do you fix the old, bad data or ask to check for nulls in the form?
- Edit a form and remove required fields. The form should not be allowed to save and an error message should be displayed.
- Edit a form and invalidate the fields. The form should not be allowed to save and an error message should be displayed.
- Edit the form that had the least amount of data. Update every required field and submit it. Check the database to make sure the values were saved correctly.
- Edit the form with all of the fields and submit it. Check the database to make sure the values were saved correctly.
- Delete a form. Where did you end up? Is there an undelete or a confirmation?
- Delete all of the forms. Did you get a null reference exception when the list of forms is displayed?