Defect Managers Getting Started Guide

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This guide will help you understand the key features and best practices for managing defects efficiently in Panaya.
Panaya’s Defect Management streamlines the defect tracking and resolution process, ensuring issues are addressed efficiently throughout the testing lifecycle.

In this article

Preparations for working with Panaya

Login - learn how to log in to Panaya

User Profile - learn how to change your password, name, language, and email preferences.

Defect Management

The Project Dashboards & Widgets - build your own custom defect dashboard.

Project Defects List - use this list to review all defects in your project and take action.

Mass Editing Defects - you can make changes to defects in mass, such as changing owners, priority, and more.

Defect Reports - check out Panaya’s available built-in defect reports.

Defect Resolution Workflow - you can define new defect resolution reasons for testers to select when resolving Defects.

Reporting Defects

Log issues encountered during testing for resolution.

Reporting Defects - report defects from the Panaya application after running your test.

Reporting Defects from the Panaya Recorder - report defects directly from the Panaya recorder during the capture of a test.

Closing Defects

Reopening Defects

Tip!

You can easily get back to recently viewed items, click here to learn how.

Test Planning and Reporting

Creating New Test Cycles - learn how to create new test cycles in Panaya.

Planning Cycles - set the cycle details such as the start and end dates.

Launching Cycles - let everyone know it’s time to start testing.

Importing Tests - use one of the available import methods to bring in tests into cycles.

Exporting Tests - you can export tests including test evidence with just a few clicks.

Test Reports - take a look at the available built-in test reports.

The Project Dashboards & Widgets - build your own custom testing dashabord.

Testing Progress Forecast Report - the Testing Progress Forecast Report can help test and project managers understand whether their test cycles are on track based on the current velocity towards the project or cycle end date.

Planned vs. Actual Report - the Planned vs. Actual report allows you to view the actual project progress, compared to your original plan and daily targets.

The List view allows you to sort, filter, and group Tests and then perform actions such as assigning, exporting, editing and more.

Test Evidence

Test Evidence - review the test evidence as captured with the Panaya recorder.

Exporting a Single Test Evidence - use this method to export a single test evidence.

Exporting Tests - learn about the different types of test exports in Panaya.

Tip!

Learn how to search like a pro for anything in your project and quickly find tests, defects and more.

Collaborating with the team

Comments - use comments to collaborate with your team members on tests or defects.

Attachments and Links - add valuable documents or links to tests and defects for team members to review.

Subscribing to Activities - use the Subscribe button for tests and defects to receive email notifications for activity changes.

Sharing a Direct Link to an Activity

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