projectdoc Toolbox

Defines a charter to run an exploratory test session.

ID
test-charter
Suite
Parent
Documentation Type
Categories
Tags
Since
4.3
 

The Test Charter is a doctype for Software Development which is part of the add-on Doctypes for Software Development.

The add-on provides a collection of free blueprints. It is based on The projectdoc Toolbox for Atlassian Confluence, a commercial add-on for Confluence. Confluence is a collaboration platform, a wiki with rich integration options to other information systems.

The projectdoc Toolbox is available on the Atlassian Marketplace. The free doctype add-on is available on Bitbucket.

A test charter is a tool to run exploratory tests. With the test charter the stakeholders define the scope and goal of such a test. By writing down this information, the charter remembers the team to concentrate on a particular type of risk while exploring the software.

A good charter provides inspiration on how to run the test without determining on how to conduct it and without prescribing the test results.

This template - and  this is true for all templates - is just a tool to help the stakeholders to write the important things down. You may add the three main aspects - mission, tools, information - of the charter in their own sections or write the information in just one sentence as the short description. Use what ever makes you feel more comfortable. If you want to alter the template to better suite your requirements, feel free to fork the project containing the blueprints!

Exploratory Testing

 
Exploratory testing is simultaneous learning, test design, and test execution.
James Bach. Exploratory Testing Explained. 16.4.2003

Explore It! by Elisabeth Hendrickson provides lots of information on how to explore software. Besides presenting many interesting aspects of exploratory testing and practical tips it gives an introduction on how to create good test charters. If you need to know more about exploratory tests her book is a recommended way to start!

There is also plenty of information on the internet. See Resources for some starting points.


Properties

The document type test charter provides the following properties:

 

Please note that only information about specific properties is provided here. Common document property used by all document types are documented by Document Properties.

Sponsors

Specify a list of stakeholders that are interested in the outcome of the exploratory test and therefore sponsor it.

Experts

List the names of stakeholders who may provide additional information on the area being examined.

Sections

Description

Document the purpose of this test charter. This may contain the whole test charter information in a couple of sentences.

Summary

Write a short summary about the test result intended for other testers. A summary for the sponsors will be given in the test reports.

Charter

Especially beginners may find it easier to add information on the three main parts of a charter in separate sections. In case you find a shorter representation in one to three sentences consider to skip these sections and add this information as a short description or description.

 

Not that the following chapters are tagged with the keyword 'charter'. This makes it easy to transclude these sections with the Transclusion Macro or Transclude Documents Macro.

Mission

State where the exploration is taking place.

Tools

List the tools to employ to run the exploration.

Information

List the information the sponsors are interested in. May state a problem to be solved.

Sessions

The time-boxed session that logs everything the exploring team encounters. From short ideas on where to search next to hard and astonishing facts put everything in that document. This log of information will be the basis for the test report you want to write for the sponsors.

There may be more than one session, bit typically there is only one per charter.

Reports

Based on the charter and the session log, the team will create a report that summarizes the information found during the exploration. There may be more than one report if there are different sponsors with a different background interested in the outcome of the test.

Subordinate Test Charters

Testers may want to break a larger charter into smaller charters to have several, more focussed sessions. In this case add the additional charters as child pages to this document. Keep in mind that the child relationship indicated that if - for some reason - the parent test charter is removed, all children should be removed, too. If this is not the case, better add the charters to the homepage.

Notes

These are internal notes that are usually not exported and only visible to team members with write access.

But this is not a safe place to store sensible information. It is just a convenience for the reader to not be bothered with notes stored here for the authors for later use. The security level is about suppressing the representation by a CSS style. Therefore consider this as a convenience for the reader, not as a security tool.

 

The text of notes sections is also indexed.

References

For a document the references section contains pointers to resources that prove the statements of the document.

Often these proofs are not easily distinguishable from further information. In this case you may want to skip the reference section in favour for the resource list.

 

For further information please refer to References and Resources.

Resources

The resources section provides references to further information to the topic of the document.

This may be information on the internet provided by the resource or information in the team's information systems. Anything the reader of the resource might want to know, may be listed here.

 

For further information please refer to References and Resources.

Related Doctypes

Quality Scenario
Quality Scenarios document required qualities.
Quality Scenario Type
Quality scenario types categorize quality scenarios.
Test Case
Document a test case of your project.
Test Case Type
Test case types categorize test cases.
Test Charter Type
Test charter types categorize test charters.
Test Data
Document data used for test cases.
Test Data Type
Test data types categorize test data.
Test Report
Documents the results of a test session for the sponsoring stakeholders.
Test Report Type
Test report types categorize test reports.
Test Session
Defines a document to collect information during a test session.
Test Session Type
Test session types categorize test sessions.

Resources

Resource on running session based testing or exploratory tests.