How to Import a Test Sheet/Lead Sheet Template

Users can directly import a test sheet or lead sheet template into a Control page, as a part of the documentation for control testing.

How to Add Templates for Users to Import

Users with access to the "Control TestSheet Templates" folder in the Files Module (often System Admins) are able to add Excel test sheet templates for users to import within their test sections.

Step 1: Access the Files Module and the "Control TestSheet Templates" folder underneath "System Folders."

Step 2: Import any Excel test sheet templates as needed.

How to Import a Test Sheet Template

Step 1: The users (such as the Tester) would first go to the test phase they would like to import the test sheet in, and click "Test Sheet" to make the test sheet section visible.

Step 2: Click on the "Check Out" button, to check out the test sheet and prevent other users from editing this information simultaneously.

Step 3: Click "Import" to import test sheet from existing templates saved in the Files Module, or from the user's local computer.

Step 4: To overwrite/delete a test sheet, users can either import a blank excel file or click "copy from Test X" to import test sheet from a blank test section.

Step 5: After importing the test sheet and making edits, users can click the "Check In" button to save the changes and check in the test sheet to allow other users to make additional changes.