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Perform tests using the Test Case form

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Perform tests using the Test Case form

Users with the tester role can perform tests using the Test Case form.

Before you begin

Role required: tm_tester


  1. Navigate to Test Management > Test Execution > Test Plans.
  2. Click the assigned test case in the Test Cases related list.
  3. Set the Execution Status field on the Test Case form to In progress and click Save.
  4. In the Tests related list, open the first test.

    The test order is determined by the number in the Order field.

  5. Set the Status field for the test to In progress.
  6. Right-click the form header and click Save.
  7. Perform the steps outlined in the Detailed description field.
  8. Record the result in the Actual result field.
  9. Compare the actual result to the expected result and update the test status in the Status field to one of the following:
    • Passed
    • Failed
    • Blocked
  10. Click Update.
  11. Repeat steps 4-10 for the remaining tests in the test case.
  12. After all of the tests are complete, update the test case status.