Testing Workgroup Roles and Responsibilities System Test Phases

Assumptions 1. The proposed organizational chart will be useful for all testing efforts large or complex modifications, upgrades, fix round or implementation of new modules. 2. Preparation for larger scale efforts would need to start prior to the actual test phase or any test activities actually beginning. 3. Staffing a. Additional resources would be necessary to execute a large scale integration test. b. In order to have a quality testing process the roles described in this document are full time positions during the majority of the test phases. The responsibilities for each role are listed by testing phase. c. Testers should consist of both Business Analysts (BA) and Subject Matter Experts (SME). 4. All necessary test artifacts have been established and reviewed within the Quality Center application prior to test phase execution. a. Requirements b. Test Cases/Requirements Coverage c. Risk Analysis d. Test Plan

Definitions
1. Business Analyst (BA/SME) Business sponsor representative that possesses a broad, in-depth knowledge and understanding of the specific, current business processes, and skill sets The BA would also possess the following: a. A working knowledge of the PeopleSoft modules related to their business process. b. A general understanding of the PeopleSoft system and how their modules integrate or interact with the other modules. c. Creates business requirements for development of new projects.

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2. Subject Matter Expert (SME) See BA

3. Testing Team - The Testing Team should be responsible for all functions related to testing. There is not a particular need for the testing team members to have specific functional knowledge related to the application being testing. To ensure quality testing practices and procedures are being followed, there should only be dedicated FTEs in the testing team roles. Currently, since there is not a testing team model in place, there may be overlap from the application team until the testing team model can be fully implemented.

4. Application Team - There are two roles, the QC coordinator and Defect Analyst, which will be managed within the application team. These roles will be the bridge between application functions and testing team functions. The tasks for these roles will be driven by the processes established within the application teams. The ultimate responsibility for the information and deliverables to be utilized by the testing team during the testing phase will reside with these two roles

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Testing Team
Testing Manager The testing team will be managed by a project manager who will control the planning and allocation of the testing resources as needed by the all the application teams. There will be direct contact between the testing manager and the application teams, as well as the Director of AD&S. This person will not report to any of the application directly and will need to provided resources and planning in accordance with upgrade schedules and major projects. This should be a dedicated role of a full time FTE. If necessary this role may be duplicated during an upgrade, with the additional Test Manager(s) reporting to the permanent manager.

1. Testing Manager (TM) a. Organizational skills b. General high level business process knowledge c. PeopleSoft knowledge of our modules d. Management/Coordination of the following: i. Testing (project) work plan/timeline ii. Overall testing process/flow iii. Resources 1. Testing Coordinators (TC) iv. Logistics 1. Testing locations 2. Tester Access 3. Hardware 4. Environment v. Defects/Risk 1. Defect/Risk Management and Resolution 2. Defect/Risk Escalation e. Status Reporting i. Communicate additional system changes to Partnership Management f. Meetings i. Coordinate/attend Kickoff meeting ii. Coordinate/attend daily integration status meetings sombaty.1 Page 3 1/5/2009

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iii. Coordinate/attend other meetings as necessary g. Other duties as assigned

Test Coordinators (TC) The focus of the Test Coordinator is similar to the QC Coordinator on the application team. This role is responsible for ensuring the day to day functions of the testing team are being completed. Due to the tasks involved with this role, there may be a need for multiple Test Coordinators depending on the number of projects or the needs of each application team. The need for multiple Test Coordinators should be determined by the Testing Manager.

2. Testing Coordinator (TC) a. Logistics i. Prep 1. DB info/login/workflow/password information 2. KRC LAN access 3. Other necessary access 4. Create user defined chart fields for scenarios ii. Ongoing 1. Ensure moderator/facilitator coverage for testing room(s). 2. Ensure testing rooms do not run out of treats. b. Coordination of Resources i. Works with Application Team Manager ii. Works with other TCs iii. Coordinates with BAs/SMEs 1. Creates schedule/assignment of testing scenarios 2. Communicates individual schedules to BAs/SMEs 3. Ensures all assigned work is completed 4. Review test results for completeness/validity c. Testing i. Test Preparation 1. Integration and Validation of Test Artifacts with QC Coordinator.

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ii. Scenarios/Data Sheets 1. Maintenance/troubleshooting test data input and expected results. 2. Coordination with other TCs for validation iii. Batch/On-line Processes 1. Identify/coordinate any batch/on-line processes that need run during testing Mentor/Train BAs/SMEs Defect Management and Reporting i. Provide initial triage of Defects ii. Track Defects iii. Provide daily status of progress and Defects to TM Meetings i. Attend Kick Off Meeting ii. Attend daily testing status meetings iii. Attend other meetings as scheduled Timekeeping i. Work with TM to track BA/SME time Other duties as assigned

d. e.

f.

g. h.

Test Leads (TL) The focus of the Test Lead will be to assist with the test execution process. This role will ensure that the first level of defect analysis is complete before the defect is sent to the DA for further investigation. This role is also responsible for closing all defects. The Test Lead will also execute tests and assigns the retesting of modifications to close defects.

3. Testing Lead (TL) a. Support the TC i. Logistics ii. Resource Coordination iii. Defect Management/Reporting. 1. Reviews initial Defect reports. 2. Opens and assigns new defects to TC 3. Reject invalid defects. 4. Creates weekly defect status report.

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iv. Testing 1. Assigns Fixed defects to appropriate tester. 2. Assists in test execution when required. b. Meetings i. Attend Kick Off Meeting ii. Attend daily integration status meetings iii. Attend other meetings as scheduled c. Mentoring i. Reviews testing Defects with Testers ii. Clarifies Test Scenarios. iii. Clarifies Test Script Defects.

Testers The focus of the Testers will be to execute tests and record defects. There will need to be multiple testers depending on the testing efforts resourced by the Testing Managers. There will be a need for multiple testers. There will also be testers from the business units to execute end user testers.

4. Testers a. Executes test cases/scripts. b. Report initial defects to Test Lead. c. Re-tests Defects reported as Fixed Ready for Retest d. Close defects that have passed re-test.

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Application Team
5. Business Analyst (BA) a. Testing verification i. May assist with UAT testing as needed. b. Training i. Identify training needs ii. Attend training as scheduled c. Review and provide feedback on training documentation and job aides d. Assist Subject Matter Experts (SME) with testing e. Team Meetings i. Attend Kick Off Meeting ii. Attend other meetings as scheduled f. May participate in system testing, user acceptance testing, or both.

6. OIT Team Lead (Includes Technical and Functional Leads) a. Testing i. Assist with data validation b. Defect Management and Resolution i. Assist with troubleshooting Defects c. Team Meetings i. Attend Kick Off Meeting ii. Attend daily tag w/TC and Team Manager to review/discuss Defects iii. Attend meetings as scheduled

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QC Coordinator The focus of the QC Coordinator role should be the detailed planning of tests for the application team. There should be at least one QC Coordinator per application team. However, if the application team preferred, there could be one QC Coordinator for each application module. During upgrades there may need to be additional QC Coordinators. The breakout of specific tasks amongst multiple QC Coordinators will be determined by the scope and organization of the upgrade project. This role needs at least a dedicated portion of an FTE to complete the tasks necessary for the application teams to have a produce a quality testing effort.

1. QC Coordinator (QC) a. Organizational skills b. Knowledge of Quality Center Application i. Custom report creation from QC tool. c. Verifies Excel format for upload to QC. i. Reviews requirements data. 1. Uploads Requirements Data to QC ii. Reviews Test Case/Scripts data and design 1. Uploads test Case/Scripts data to QC d. Coordinates the testing effort with TC. e. Creates the test sets and schedule for testing execution. i. This effort is coordinated with the TC f. Risk Analysis. i. Adjusts and assigns risk analysis metrics as necessary. g. Creates customized Excel report from within the QC tool as needed.

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Defect Analyst The focus of the Defect Analyst role is to mange the defects reported in testing. The defects should be managed according to the established application team processes. There may need to be multiple Defect Analysts in order to accommodate either large scale testing processes or to allow for different application team organization. Currently, the application teams follow different processes in accordance with the established SDLC to develop modifications. These processes should be followed by all Defect Analysts in order to move the defects back to the testing team.

2. Defect Analyst (DA) a. Organizational skills b. Knowledge of Quality Center Application. i. Primarily the Defects Module c. Reviews defects with App leads to determine if development fix required. d. Maintains Time to Fix estimates on reported defects. e. Enter SIR Number in Quality Center Defect when created. i. Fixes requiring a SIR will need to cross-reference the QC Defect. f. Updates and re-assigns defect when ready for retest.

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Governance Committee Approvals By signing below, you acknowledge that you have read the standard, understand and accept it.

Nanci Gobey (Program Sponsor)

Date

Dave Kieffer (Program Director)

Date

Pam Wollenberg (Project Stakeholder)

Date

Geoff Wisniewski (Project Stakeholder)

Date

Rick Termeer (Project Stakeholder)

Date

Kathy Robson (Project Stakeholder)

Date

Mitch Dysart (Project Stakeholder)

Date

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