Creating test case documents

A test case document is a set of actions executed to verify a particular feature or functionality of your software.  Task users while working on allocated tasks can start writing the possible scenarios while understanding the same

This topic guides you on how to submit and edit test case documents.

To create and edit a test case document

1. Log in Portfolio Management application.
2. Open the Task or Requirement where you want to create the new document.
3. Go to the Related tab and click New.

4. On the Create Document page, enter the values for the following fields: 

   Field	Description
   Document Type	Select Test Case from the dropdown.
   Index	Enter the position number at which you want to place the document. This field helps maintain the indexing of documents.
   Summary	Enter a summary to describe the objective of the Document.
   Visible in Portfolio	Select from: Yes or No. If selected Yes, the document will be listed on the related tab of the portfolio.

5. Click Create. The new document is created in Draft status.
6. To add the details of the document, click on Summary from the list.

7. On Specify Document page details, add the data required in the corresponding fields: 

   Field	Description
   Test Case Description	Enter details of the Test Case Document based on its purpose.
   Expected Results	Explain expected results from the test.
   Automation available	Select from: Yes, No.
   Automation Link	Enter the automation link.
   Full regression test candidate	Select from: Yes, No.

8. Click Save. Once required information based on document type is added it goes into Defined status.