Kuality Assurance What does that look like Scott

“Kuality” Assurance What does that look like? Scott Heise Indiana University KFS - Quality Assurance Manager Kymber Horn University of Arizona KFS - Lead Testing Coordinator Paul Sandoval University of Arizona KRA – Lead Testing Coordinator Lora O’Connor Indiana University KRA – Quality Assurance Manager Jennifer Flach Coeus Consortium Coeus. TM – Quality Assurance Manager

What does QA mean to you? Have you heard these phrases before? • • • We don’t need documentation. The developers can test it. We don’t have time. How hard could it be? We don’t need Unit Tests. We have functional testers. I thought the spec was just a guideline. We don’t have time for a QA period.

Introduction • What is QA? – The process for defining techniques, procedures, and methodologies that will be used to assure timely delivery of the software that meets specified requirements. • What are the benefits of QA? – Improved utilization of time and resources – Improved efficiency – Consistent quality and timely delivery

Introduction • What are the benefits of QA, continued…? – Increased stakeholder satisfaction – Improved control of processes – Improved performance of software – Documented system provides useful reference – Lower rejection rates, rework, and implementation costs – Improved control during periods of change or growth – Plus, many more…….

Scott Heise Indiana University Kuali Financial System (KFS) Quality Assurance Manager

“Kuality” Assurance

Automated Unit Testing

Manual Testing

Testing

Code Review

Accessibility Review

License Review

Quality Assurance Framework

License Review

Licensing • Software distribution licensing – Open Source Initiative (OSI) Educational Community License 1. 0 (ECL) • Original code – Individual Contributor License Agreements (CLAs) – Corporate Contributor License Agreements (CCLAs) – © Labeling the code • Third-Party code – – ECL-Compatible License Follow license requirements Acknowledgments License folder

Accessibility Review

Accessibility • Guidelines • Test by sampling • “Issues” approach to resolution

Kymber Horn University of Arizona Kuali Financial System (KFS) Lead Testing Coordinator

KFS Testing/Usability

Testing Structure • Testing Teams – One per module – Module Testing Coordinator • Write/assign scenarios to testers • Train testers on Kuali, Confluence, JIRA • Review Bugs: Duplicate? Training? Usability? – Testers from all schools – 15 plus/module • KFS Testing Coordinator – Monitors issues application wide – Assists Module TCs

Process • • e. Doc/process ready for testing Scenario created/assigned – JIRA Bugs reported in JIRA Issues fixed marked as resolved Testing environment released weekly Release notes created - Confluence Testers test close/reopen Rinse and Repeat!

Tools - JIRA

Tools - Confluence

Usability – Before Coding • Indiana UXG – Usability Group – Developed Standards/Guidelines for the UI – Initial Mocks reviewed by Kuali Financial Functional Council • Decisions made: – Editable data entry lines – Page Level Help – no field level help – Usability sessions with users from each school via Breeze

Usability – During/After • Marked as Usability • Reviewed and Prioritized by Usability Prioritization Committee • Usability Dev team formed during QA • Usability issues that affect infrastructure, reviewed and time allocated during next release, e. g. – error handling framework

Lessons Learned • • Face to Face sessions Never too many testers Training for testers Pre-Testing to ensure a fairly stable environment • Weekly meetings with testers • Testing is the BEST way to learn!

Paul Sandoval University of Arizona Kuali Research Administration System (KRA) Lead Testing Coordinator

KRA Testing and Usability

Process • Functional Specs (SMEs) • Code (Developers) • Testing (Developers, Lead Testing Coordinator, Module Testing Coordinator, SMEs, Testers – includes Coeus consortium members)

Testing • Module Testing Coordinators – One per module – Write/assign scenarios to testers from each school in JIRA – Train testers • Testers test – report bugs in JIRA • Module Testing Coordinators review – Bug, Duplicate, Training opp, Usability

Bugs • • Reported in JIRA Fixed by Developers Resolved with next Build Confluence used to help testers keep track of resolved bugs ready to be tested • Testers Test – Close/Reopen

Lessons Learned • One person was designated to write Spec Docs in the SME group in KFS. In KRA, everyone is taking an active role in writing Spec Docs. This promotes ownership in the process!! • SME Members are going to take a more active role in testing. • Face to Face testing – Training

Lora O’Connor Indiana University Kuali Research Administration System (KRA) Quality Assurance Manager

KRA Quality, Timelines and Synergy

QA is Continuous! • QA exists throughout the entire software development life cycle! – Planning and Communication Tools • Microsoft Project, Confluence and Jira, Breeze, Skype, Face-to-face meetings – Analysis • Functional and Technical – Licensing – Coding • Code Reviews, Development Standards

QA is Continuous! – Testing • Unit Testing, Regression Testing, Integration Testing – Usability and Accessibility • HTML Mock Development, Focus Groups, Design Critiques, W 3 C Priorities, Accessibility Testing – Documentation • Functional and Technical – Builds and Releases

Timelines

QA impacts Timelines • Project planning is continuous along with QA • Coeus represents the base functionality that will be delivered in KRA • Enhancements are reviewed, estimated and submitted for functional approval. If accepted, the project plan is adjusted. • Functional specifications are standard • SME groups follow similar processes when interacting with SME group members and the development team • A user interface group monitors HTML mock development and usability/accessibility issues

QA impacts Timelines • Focus groups and design critiques are conducted with Faculty and staff roles across multiple schools • HTML mocks and jsps are validated for W 3 C Priority 1 and 2 issues and corrected • Code reviews are standard and code is reviewed weekly • Unit testing is standard and a continuous test process runs daily • Multiple test environments exist to ensure that automated and manual testing is performed • Documentation is standard – functional specifications, technical gap documents, integration documents, user and help documents

QA Tracking

QA Tracking

QA Tracking

QA Tracking

QA Tracking

QA Tracking

Synergy From Wikipedia, the free encyclopedia – Synergy (from the Greek synergos, συνεργός meaning working together, circa 1660) From Merriam-Webster – syn·er·gy • 1: synergism; broadly : combined action or operation • 2: a mutually advantageous conjunction or compatibility of distinct business participants or elements (as resources or efforts)Synergy with other Kuali Projects

Synergy • Synergy with other Kuali Projects – KFS, Rice, KEW, KEN • Synergy within KRA modules – Proposal, Budget, Award, IRB and future modules • Synergy with Coeus – Share architecture and tools moving forward – Assess Coeus enhancements & bug fixes

Lessons Learned • Developers should test the web application on a regular basis • Code should be reviewed as functionality is developed and a final code review should be required for completion • Unit Testing guidelines should be set early and followed • Functional testers should test functionality as early as possible • Project team members must embrace QA processes • Coeus participation is essential! Coeus documentation is essential

Jennifer Flach Coeus Consortium TM Quality Assurance Manager

Coeus. TM Quality Assurance

Coeus and Kuali KRA Joint QA Ongoing collaboration (synergy) between Coeus and Kuali KRA through all phases of the software development life cycle results in a Win/Win for Quality!

Coeus QA Process • • • Enhancement requested and assigned to Subcommittee prioritizes and Steering Committee votes Bugs follow a shorter, parallel path Scope of release finalized Users drive analysis and design of new functionality Code developed iteratively Test…Fix bugs…Test…. Fix bugs…. Point releases made at MIT frequently After QA complete, release is made available to the Consortium

Coeus Testing • • • Developer Testing Automated Regression Testing Integration Testing User verification QA sessions Beta testing

Key Coeus QA documents • • • Enhancement Request Form Functional Design Specification Technical Design Specification Test Plans Test Cases

Coeus QA Tools • Perfect Tracker – Bug and enhancement request tracking tool • Coeus Project Wiki – Release Information – Subcommittee Pages – Links to QA documents • Coeus Consortium Instance – Testing – Demo

Tools – Perfect Tracker

Tools – Wiki

Coeus and KRA Joint QA Kuali KRA contributes to Coeus QA by: • Developing functional specs that can be used supplement Coeus documentation • Providing feedback into existing and planned functionality • Suggesting enhancements to Coeus functionality • Reporting bugs found in Coeus test/demo environment • Identifying areas of improvement in Coeus user documentation • Sharing approaches for technical implementation

Coeus and KRA Joint QA Coeus contributes to Kuali KRA QA by: • Participating in SME calls • Reviewing specs, screen mocks, and other documents for accuracy and usability • Keeping KRA informed about Coeus release plans and known bugs • Attending KRA technical and functional retreats • Responding to SME queries about Coeus functionality • Participating in KRA testing efforts

“Kuality” Conclusions • QA exists throughout the software development life cycle • While processes may vary between projects, the goal is to ensure that the software is built in a timely manner and meets specified functional requirements • Reviewing and making changes based upon lessons learned can improve the project • Synergy must exist for success!

Questions?

Contacts Please feel free to contact the following individuals about the KFS, KRA or Coeus projects: • Jim Thomas, Project Manager Indiana University – jthomas@indiana. edu • Andy Slusar, Senior Project Manager Cornell University – as 833@cornell. edu • Steve Dowdy, Director of Electronic Research Administration MIT – sdowdy@mit. edu