The number and content of all classification items are under your control. The system allows each company to create its own unique classification sets.
The three examples (Status, Issue Type, and Priority) shown in this document are examples of some sets used by SurveyTester clients. Your company account will have different classification fields.
There are three levels to a classification set:
1. Classification Field Set
2. Classification Fields
3. Classification Field Values
Classification Field Set: The upper-level settings are based on the type of item being tested (survey versus website). In the above examples, the classification Simple (used by project testers and external clients) and Complicated (used by the programmers to track every single item at a detailed level) contain different classification fields.
Classification Fields – The numerous ways to organize the issues.
Classification Field Values: The actual values appear on the Issues form. The above example displays the possible values for Status (open, re-test, fixed…).
The following settings are optional and not always used.
Default – specify the default value for this classification fieldset.
Close Issue – Selecting this item will automatically set the issue status to closed.
Order – establishing an order ranking for the classification items to group them by likelihood to be used or category of issue.
Color- specifying a color for the classification items to group them by importance (red, yellow, green) or category/topic.
DEFAULT
Selecting the Default check box on the issue definition form will make this item the default choice for that issue classification set. When a user goes to enter a new issue, that response item will be pre-specified.
If you accidentally specify two different responses in the same classification set to be the default, the last (most recent) one specified will be the default response.
CLOSED
The Closed button is connected to some core functions inside SurveyTester. If you use a Classification Field to control an issue’s status, you can now also connect individual values of such a field with the closed issue button. By default, the button status is Not Closed.
As an example, you might have a status field with the items: Open, Ready for Re-Test, Waiting on Client Response, Closed, where Closed is your internal status setting for all issues that your team considers closed.
A connection between your dropdown field choice and the ST systems Closed button can be created inside the Survey Tester Administration area, where classification fields are completed.
If a user changes the status in the dropdown box from Waiting on Client Response to Closed. The system’s internal Closed field will be automatically updated.
The Closed check box status can also be seen on the Issue Page.
The following screenshots show sample Field Values for two Classification Fields.
ORDER
By default, the items in an issue classification set will be displayed in the order in which they were created.
You can use the ORDER setting to re-arrange items in a preferred order.
COLOR
If you specify a color when defining a response item, that color will be displayed in the Issues list.
The specified color will also appear in the Issue Definition form.
FIELD FORMATS
The Classification Fields can be displayed in a variety of formats.
Items can be filtered by user type (i.e., internal versus external).
For example, you may find it more appropriate to not show the Billable check box to external users. It will still be visible to internal testers and reviewers.
The number and type of classification fields are at your discretion. When using SurveyTester, you should decide the types of classification fields you need and create them as soon as possible. Once you have completed projects and used existing classification sets, you can change the labels for individual items but not delete them, as they will be tied to test runs.
The following are some examples of commonly used classification sets. The default sets in the system may not be appropriate for your projects, but they can easily be modified.
