Run & Document SAP Tests
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Run & Document SAP Tests

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Article summary

Viewing your Tests

Good to Know!
The easiest way to view your tests is to look for an email from
Click on the link within the email to go directly to the lists of tests assigned to you.
  1. Login to Panaya
    Are you having trouble logging in? Click here
  2. Click on the Menu button and select the Project.
  3. Your Tests Counter
    The counter represents the number of tests currently assigned to you and are Ready to Test.
    Click on the counter to view them in a list.
    Or, you can hover over the Tests tab and select Test List to view all Tests.
  4. Click on the Test ID, Test Name, or Upcoming Step to open the Test Details.
    You can also double-click anywhere in the list to drill down.

Launch the Recorder

  1. Select the Steps tab
  2. Select to Run & Document a particular step to launch the Panaya Recorder
Cannot see the Run & Document button?
Are you running into issues when trying to launch the Recorder?

Click here for suggested solutions.

Recording Options

Select Recording Options to determine what applications should be captured -

    Select this option to record your SAP ERP session. Your test evidence will pick up the fields used, input data, etc.
  • Web browser (Chrome, Edge)
    Select this option to record business processes performed on a web browser such as Salesforce, Fiori, SAP Portal, WebDynPro, 3rd party web application, etc.
    This option supports Google Chrome and Microsoft Edge browsers and requires the installation of browser extensions.
    You can initiate the recorder from the browser.

  • Other Applications
    Use this option to capture other applications such as Microsoft Outlook, Microsoft Excel, Windows Folders, or any other screen activity not performed in your web browser or SAP ECC6. Use this option if you need to capture Adobe Flash applications or screens.
    Can't see this option?
    Contact your Panaya account manager to enable Other Applications recording.

Can I select more than one option simultaneously? 
Yes. If you select SAP ERP & Browser (Chrome, Edge), your Test Evidence will include activities performed on SAP and your browser. Activities will be grouped by application/transaction.
At any point during the recording, you can add the Other Application option.
The recording options selected during capturing will be used on playback, and the user playing back the recording will require the installation of the relevant browser extension(s).

Begin Capturing

Select the applications to record and then click Start Recording when you are ready to begin capturing.

The Recorder will appear in its minimized view.

You can now go ahead and perform the business process. Panaya will capture your actions according to the selected applications.

Panaya allows a maximum idle time of 30 minutes while recording.
Any idle time of 30 minutes or more will cause the recording to abort.

View Test Information

Use the Test Information button  to display the following information -
Name, Description, Transaction, Guidelines, and Expected Results.
Also provided here are the input data, previous step evidence, and any attachments.
The input data can be modified under the Data tab for each test and is not specific to the current step.

More Options

During the recording, hover over the flashing red circle and click on the arrows to expand the Panaya Recorder.

Pause Recording

You can pause the recording if capturing activities using the Browser (Chrome, Edge), Other Applications, or both options simultaneously.
Click on the Pause Recording button again to resume the recording.
The idle time when using pause is 2 hours. If you need to pause for longer, use the suspend option below.

Suspend Recording

At any point during the recording, you can disable Browser (IE, Chrome), Other Applications, or both from being recorded.

This option is handy if you need to intermittently record web applications (such as SAP Fiori, SAP Portal, Salesforce) and Other Applications (such as Excel).

Stop Recording

When you have completed your testing activities, use the Stop Recording button .
Mark the Test as Passed, Failed, or In Progress. Fill in the Actual Results details and add a relevant comment.


Stop and Resume Later
You can capture your actions, stop the recording, and set the status as In Progress.
Testers can then resume the recording later, and select whether they wish to add new captured activities to the original recording or initiate a separate test run. 

Good to Know!
If you are also assigned to the following step, you will be given the option to continue directly to the next step.

Report Defect

If you come across a defect during your test, you can report it immediately by clicking on the Defect button.

Add Manual Instruction

If you would like to add test evidence notes during the process, click on the Notes button  to include these notes as part of your test evidence. The notes are attached to the activity.

Capture a Manual Step

Use this button If you would like to add a step from any other application. You can select the application from the list, and Panaya will capture a screenshot.
Then add a short Description for the step captured and click Save.

You can also edit the screenshot by highlighting areas using text and arrows.
Click here to learn more.

Recording Options

This is where you can define which applications to record.

Change Language

Use the Settings button to change the interface language.
Then restart the Panaya Recorder.

Troubleshooting Mode

The Settings section is also where you can turn on Troubleshooting Mode if requested by Panaya Support.