Test Your Business Workflows
To successfully test in the Release Preview account, you should identify, document, and test the key business workflows (not to be confused with SuiteFlow workflows) in your production account. Testing your workflows is the most important aspect of Release Preview. Compile a list of the critical task paths your employees follow to get their jobs done and create a document for each process. You should use a spreadsheet application and create a separate worksheet for each common daily task. Use this spreadsheet as your checklist during testing.
Download the Release Preview Test Plan Template to create your workflow test plan. This Microsoft Excel worksheet includes a testing matrix, workflow worksheets, and examples. After you have downloaded the file, modify it to suit your testing needs. You can find the Release Preview Test Plan Template here: ReleasePreviewTestPlan_Template.xls
At minimum, each business workflow documented should contain the following components:
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Business Workflow Name – Provide a unique name.
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Role – Specify the role to use when testing the process.
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Email – Specify the email address to use for testing.
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Steps – Provide the detailed navigation required to accomplish the desired task.
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Results – List expected results.