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Role Based Guides

Test Management for Jira (TM4J) supports flexible workflows to foster collaboration between teams using traditional or agile development methodologies. Due to its flexible nature, there are many ways to manage your testing efforts with TM4J, so the following sections cover a brief summary of the typical tasks broken by role. However, these typical tasks are simply guidelines, and your testing processes and needs should dictate which of the suggested tasks you adopt.

Test managers are responsible for planning test execution cycles, track progress, coverage and quality among other things. The table below covers a brief summary of the typical tasks within TM4J:

TYPICAL TASKSGUIDES
Plan and track test plansManaging Test Plans
Plan and track test execution cyclesManaging Test Cycles
Track progress, coverage, and qualityGenerating Reports & Creating Live Reports in Confluence
Ensure visibility to the team, stakeholders and sponsorsUsing Gadgets
Configure permissions and project settingsConfiguring Test Management for Jira
Migrate data from legacy toolsMigrating Test Cases

Testers are responsible for managing test cases and test libraries, execute test cases and provide evidence for success and failure, raise defects, among other things. The table below covers a brief summary of the typical tasks within TM4J:

TYPICAL TASKSGUIDES
Create and manage test cases libraries

Designing Test Cases & Managing and Reusing Test Cases

Execute test cases & raise defectsExecuting Test Cases and Raising Defects
Track the test execution resultsGenerating Reports & Using Gadgets
Automate tasks & integrate with test automation toolsAPI and Test Automation

Developers are responsible for integrating automated test tools with JIRA, automate repetitive tasks, among other things. The table below covers a brief summary of the typical tasks within TM4J:

TYPICAL TASKSGUIDES
Design automated test cases & integrate with test automation tools

API and Test Automation

Use the API to automate repetitive manual tasks or tasks in bulkAPI and Test Automation
Use the API to migrate dataAPI and Test Automation
Trigger the test execution from the CI server or from JIRAAPI and Test Automation
Integrate TM4J with testing/CI/CD tools to report automated test resultsAPI and Test Automation
Use the API to export data (eg: for reporting)API and Test Automation
Script custom behaviours/tasks with Scriptrunner to meet specific requirementsIntegrating ScriptRunner

Business analysts are responsible for managing requirements, ensure traceability between requirements and test cases, track quality of the requirements, among other things. The table below covers a brief summary of the typical tasks within TM4J:

TYPICAL TASKSGUIDES
Manage traceability between requirements, user stories, and test casesDesigning Test Cases
Specify BDD style tests for acceptance testsDesigning Test Cases
Track the quality of the requirementsGenerating Reports, Using Gadgets & Creating Live Reports in Confluence

Jira admins are responsible for installing and managing apps, migrating data, among other things. The table below covers a brief summary of the typical tasks within TM4J:

TYPICAL TASKSGUIDES
Install and manage appsInstalling Test Management for Jira
Extend the trialExtending the Free Trial
Configure permissions and project settingsConfiguring Test Management for Jira
Migrate data from legacy toolsMigrating Test Cases
Script custom behaviours/tasks with Scriptrunner to meet specific requirementsIntegrating ScriptRunner
Use the API to automate repetitive manual tasks or tasks in bulkAPI and Test Automation
Use the API to migrate dataAPI and Test Automation

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