Role-based learning path
Everything a Tester needs, in order
You execute test cases, report issues and verify fixes. This guide walks through the Panaya features that support each of those, from first login to closing a defect.
Choose where to begin
Set up your workspace
Get access and prepare your browser before your first test run.
Login
How to log in to Panaya.
Google Chrome Recorder & Player setup
Two extensions are required to run the Panaya Recorder in Chrome.
Microsoft Edge setup
The extension needed to capture business process testing in Edge.
User profile
Change your password, name, language and email preferences.
Run and document tests
Perform your assigned tests and follow the defined steps for accuracy.
Viewing your assigned activities
See what is pending and assigned to you.
Test list
View the tests assigned to you.
Run & Document SAP tests
Run SAP tests and capture the evidence. See also the Video Recorder, which needs minimal setup and generates test evidence for you.
Run & Document web screens
Run any web application test and capture the evidence.
Manual run
Pass or fail a test without capturing evidence. You can upload a screenshot or document instead.
Tests and Quick Tests
The two types of Panaya test, and when to use each.
Tip
Learn how to search like a pro and find tests, defects and more across your project.
Review and export evidence
Check what the recorder captured, then get it out in the format you need.
Test evidence
Review the evidence captured with the Panaya Recorder.
Exporting a single test evidence
Export one test evidence on its own.
Exporting tests
The different types of test export available in Panaya.
Converting test runs to Quick Test scripts
Turn test evidence into a step-by-step script.
Quick Test: editing your script
Refine your script for accuracy before running Quick Runs.
Tip
You can jump back to recently viewed items — here is how.
Record issues clearly
Log what you find so it can be reproduced, fixed and verified.
Reporting defects
Report a defect from the Panaya application after running your test.
Reporting defects from the Panaya Recorder
Raise a defect while you are capturing a test.
Closing defects
Close a defect once the fix is verified.
Reopening defects
Reopen a defect when the issue comes back.
Stay aligned with others
Keep the rest of the team in the loop as you work.
Comments
Collaborate with team members directly on tests or defects.
Attachments and links
Add documents or links to tests and defects for others to review.
Subscribing to activities
Get email notifications when a test or defect changes.
Sharing a direct link to an activity
Point a colleague straight at the item you are discussing.