Test Sign-Offs Tab

Modified on Wed, 28 Jan at 9:11 AM

TABLE OF CONTENTS

Overview
Accessing the Test Sign-Offs Tab
Test Sign-Offs Tab Layout
Further Support

Overview

ManagementStudio supports testing features across all modules, allowing project administrators to define, assign, and track test scenarios using Test Types. Common examples include User Acceptance Testing (UAT), Quality Assurance (QA), and Compatibility Testing. This guide uses the User Migration module as an example; the approach described applies to all modules.

Accessing the Test Sign-Offs Tab

Before using the Test Sign-Offs tab, ensure the Testing Tab is enabled:

Navigate to Administration → [Select the relevant module] → Main Tabs and enable the Testing Tab.

To access the Test Sign-Offs tab:

From the vertical menu bar, select the relevant module (for example, User Migrations → All User Migrations).
Double-click an item in the module grid to open its details panel.
Select the Test Sign-Offs tab from the tabbed menu bar.

Test Sign-Offs Tab Layout

The Test Sign-Offs tab includes the following core areas:

Control Bar: Provides access to common actions.
Test Sign-Offs main grid: Displays test sign-off records.
Test Sign-Offs detailed panel: Displays additional details for selected records.

Control Bar

The Control Bar provides quick access to essential functions:

Control	Description
`New (Test Sign-Off)`	Issue a new test sign-off.
`Reload`	Reload the test sign-offs main grid.
`Include Archived`	Display archived test sign-offs in the grid.
`Search Grid`	Filter grid content by text. Matching fields are highlighted in red. Clear the filter with the adjacent icon.
`Toggle Group Bar`	Show or hide the group bar. Drag a column header to group by that field (e.g., Test Type).
`Select All`	Select all grid items.
`Select None`	Deselect all grid items.
`Invert`	Invert the current selection.
`Copy to Clipboard`	Copy selected grid items to the clipboard.
`Export to Excel (All)`	Export grid contents to Excel. See exporting records for details.
`Export to CSV (All)`	Export grid contents to CSV. See exporting records for details.
`Pivot to Table`	Summarise, group, or aggregate grid data.
`Pivot to Chart`	Visualise pivoted data as a chart.
`Grid Column Chooser`	Add or remove columns in the main grid.
`Send Email`	Send sign-off emails to testers.
`Help`	Open the relevant help article in the Knowledge Base.

Test Sign-Offs Main Grid

The main grid displays test sign-off records. The following columns are available:

Column	Description
`Link`	Open the sign-off page.
`Edit`	Edit the test sign-off (opens the wizard).
`TestResultId (Hidden by default)`	Unique reference for the test sign-off.
`Result`	Test sign-off result.
`Test Type`	Associated test type.
`First Name`	Tester’s first name.
`Last Name`	Tester’s last name.
`Is Complete (Hidden by default)`	Indicates if the test sign-off is completed.
`Is Archived (Hidden by default)`	Indicates if the test sign-off is archived.
`Is Locked`	Indicates if the test sign-off is locked.
`Comments`	Comments from the tester.
`Blueprint List`	Blueprints linked to the sign-off.
`Signature`	Tester’s signature.
`Signed on Date`	Signature date.
`Fail Reason`	Reason for failure (if any).
`Email`	Tester’s email address.
`Email2 (Hidden by default)`	Secondary email address.
`Notes to tester (Hidden by default)`	Notes for the tester.
`Start date`	Test window start date.
`End Date`	Test window end date.
`Device`	Dedicated test device name.
`Request Email Sent (Hidden by default)`	Timestamp for request email.
`Reminder Email sent (Hidden by default)`	Timestamp for reminder email.
`Update Email sent (Hidden by default)`	Timestamp for update email.
`Complete Email Sent (Hidden by default)`	Timestamp for completion email.
`Cancel Email Sent (Hidden by default)`	Timestamp for cancellation email.
`Created on`	Creation date and time.
`Created By (Hidden by default)`	User who created the sign-off.
`Visit Count (Hidden by default)`	Number of times the link has been visited.
`Last Visit (Hidden by default)`	Last access timestamp.
`Test Sign-Off Url (Hidden by default)`	URL for the test sign-off.
`ProjectId (Hidden by default)`	Project Id
`ModuleId (Hidden by default)`	Module Id
`SurveyId (Hidden by default)`	Survey Id
`ContactId (Hidden by default)`	Contact Id
`InstanceId (Hidden by default)`	Instance Id

Keyboard Shortcuts

You can use keyboard shortcuts to access core Control Bar functions:

CTRL+N: New Test Sign-Off
CTRL+R: Reload the grid

Further Support

For additional help, visit the ManagementStudio Service Desk to search the knowledge base or raise a support ticket.