--- title: "Testers Getting Started Guide" slug: "testers-getting-started-guide" updated: 2026-02-04T10:26:15Z published: 2026-02-04T10:26:15Z canonical: "success.panaya.com/testers-getting-started-guide" --- > ## Documentation Index > Fetch the complete documentation index at: https://success.panaya.com/llms.txt > Use this file to discover all available pages before exploring further. # Testers Getting Started Guide As a Tester, your role involves executing test cases, reporting issues, and verifying fixes. Panaya provides tools to streamline your testing efforts and maintain traceability. > [!NOTE] > In this article > > - [Preparations for working with Panaya](/v1/docs/testers-getting-started-guide#preparations-for-working-with-panaya) > - [Executing Tests](/v1/docs/testers-getting-started-guide#executing-tests) > - [Capturing Test Evidence](/v1/docs/testers-getting-started-guide#capturing-test-evidence) > - [Reporting Defects](/v1/docs/testers-getting-started-guide#reporting-defects) > - [Collaborating with the team](/v1/docs/testers-getting-started-guide#collaborating-with-the-team) ## Preparations for working with Panaya [Login](/v1/docs/how-to-log-in-to-panaya) - learn how to log in to Panaya [Google Chrome Recorder & Player Setup](/v1/docs/setting-up-google-chrome-to-work-with-the-panaya-recorder-player) - to set up the Panaya Recorder & Player to work with Google Chrome, two extensions are required. [Microsoft Edge setup for capturing business process testing](/v1/docs/setting-up-microsoft-edge-to-work-with-the-panaya-recorder-player) - an extension is required to set up the Panaya Recorder to work with Microsoft Edge. [User Profile](/v1/docs/how-to-edit-my-profile) - learn how to change your password, name, language, and email preferences. ## **Executing Tests** Perform assigned tests and follow defined steps for testing accuracy. [Viewing your Assigned Activities](/v1/docs/how-can-i-view-activities-that-are-assigned-to-me) - easily figure out what activities are pending and assigned to you. [Test List](/v1/docs/tests-list) - use the test list to view the tests assigned to you. [Run & Document SAP Tests](/v1/docs/how-to-run-document-tests) - run SAP tests and capture the evidence. Check out our [Video Recorder](/v1/docs/video-recording) with minimal setup requirements and AI-Generated Test Evidence. [Run & Document Web Screens](/v1/docs/run-document-salesforce-screens) - run any web application tests and capture the evidence. [Manual Run](/v1/docs/how-to-run-a-test-manually) - pass or fail a test without capturing evidence. You can upload a screenshot or any other document. [Tests and Quick Tests](/v1/docs/what-are-the-differences-between-a-test-and-a-quick-test) - there are two types of Panaya tests. Learn about the differences between them. > [!TIP] > Tip! > > Learn how to [search like a pro](/v1/docs/how-to-use-the-project-search-box) for anything in your project and quickly find tests, defects and more. ## Capturing Test Evidence [Test Evidence](/v1/docs/where-can-i-view-the-test-evidence-1) - review the test evidence as captured with the Panaya recorder. [Exporting a Single Test Evidence](/v1/docs/exporting-a-single-test-evidence) - use this method to export a single test evidence. [Exporting Tests](/v1/docs/test-export) - Learn about the different types of test exports in Panaya. [Converting Test Runs to Quick Test Scripts](/v1/docs/how-to-convert-to-quick-test-1) - you can convert test evidence to one step-by-step script. [Quick Test: Editing your Script](/v1/docs/how-to-edit-your-script) - edit your Quick Test script to allow maximum accuracy and minimum setbacks when executing Quick Runs. > [!TIP] > Tip! > > You can easily get back to recently viewed items, [click here to learn how](/v1/docs/where-can-i-view-recently-viewed-items-in-a-project). ## **Reporting Defects** Log issues encountered during testing for resolution. [Reporting Defects](/v1/docs/reporting-defects) - report defects from the Panaya application after running your test. [Reporting Defects from the Panaya Recorder](/v1/docs/how-to-report-a-defect-during-test-execution) - report defects directly from the Panaya recorder during the capture of a test. [Closing Defects](/v1/docs/how-to-close-a-defect) [Reopening Defects](/v1/docs/how-to-reopen-a-defect) ## Collaborating with the team [Comments](/v1/docs/how-to-add-a-comment-to-an-activity) - use comments to collaborate with your team members on tests or defects. [Attachments and Links](/v1/docs/how-to-add-an-attachment-or-a-link) - add valuable documents or links to tests and defects for team members to review. [Subscribing to Activities](/v1/docs/how-to-subscribe-to-an-activity) - use the Subscribe button for tests and defects to receive email notifications for activity changes. [Sharing a Direct Link to an Activity](/v1/docs/can-i-share-a-direct-link-to-an-activity) [More collaboration articles](https://success.panaya.com/docs/collaborate) ## Related - [Test Managers Getting Started Guide](/test-managers-getting-started-guide.md)