Learn How to Use TransIT's Latest Features and Functions
MAKE’s TransIT Virtual User Group is a monthly session that allows clients to hear about new features and get additional training on functionality they might not be fully utilizing.
Sessions are free and all users of TransIT are encouraged to join.
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Archived Sessions
This month we had a number of fixes and enhancements deployed in TransIT. There was also a sneak peak of new enhancements that will be included in our next scheduled deployment.
This month’s fixes included:
Plans
– View timeline enhancements
– Added the ability to freeze panes (right click customize columns)
– Fixed changing dates on activities that have dependents now update correctly (refresh browser required)
– Add ability to color rows
– Fixed HTML displaying for a text area customize column when Exporting to Excel
Workflows
– Added the ability to renumber Workflows
– Added the ability to multi select categories
– Added ability to create Customize columns on the Workflow Dashboard
– Added ability to export to Excel from preview steps page
– Added ability to select multi positions for a swim lane
Scripts
– Added a toggle to hide/unhide Global content when adding a Workflow to a Script
– Fixed updated column to update in real time
– Updated color of steps that have been updated
Testing
– Added remove all filters on the Roster page
– Added toggle for automatic pop ups for failed (issue) and skipped (notes)
Issues
– Fixed right click options not writing to the change log
– Fixed breadcrumb on the view changes page for an Issue
Org Settings
– Fixed importing users from Excel changes all users to Tester
This month we had a number of fixes and enhancements deployed in TransIT.
This month’s fixes included:
– Fixed sort on Category column in Workflows, Modules and Scripts
– Added back ability to have any customize column control type be a % driver
– Added pop up to fill in required fields when using right click option to mark an activity completed
– Added auto fill “Completed” if Text Area or Text Box is empty
– Added formatting options to Text Area
– Added ability to add an outcome to a Task or Gateway
– Added color change when adding Modules or Outcomes
– Fixed filtering on the Workflow number column
– Fixed circular diagrams not displaying Workflow Step Preview
– Fixed step height when Outcome height is several lines on Workflow Step Preview
– Added ability snip and paste from an image into a Workflow
– Fixed sort on Status column
– Fixed default values not populating from previous step when clicking + Add Workflow Icon on Generate Scripts Steps page
– Fixed default values not populating from previous step for Day and Facility from Add Step icon in a Scenario Script
– Added Category option to right click create Module dialog box
– Added ability to add a screenshot to a Test Step
– Fixed right click options on the Test Notes page
This month we had a number of fixes and enhancements deployed in TransIT. The new Workflow diagramming redesign was demonstrated.
This month’s fixes included:
– When restoring content (eg from deleted project), if the name already exists, a date & time stamp will be added into the name automatically (the time stamp can be removed using the right click edit option)
– Several breadcrumb updates to help navigate previous pages
– Removed HTML code from exports to Excel
– Fixed user code value showing instead of user names
– Updated email template when a user record notification is sent to a user
– Clicking TransIT Education page opens in new browser tab
– Fixed email/SMS notification to include the Plan name
– Fixed comments not importing from Excel
– Fixed Plans dashboard export to Excel displaying HTML code
– Added popup message when deleting attachments from an activity
– Fixed repositioning issue when inserting a row
– Fixed attachment deleting from both rows when a row was copied with an attachment
– Fixed repositioning issue when updating roster
– Fixed issue status code values displaying when editing an issue
This month we had a number of fixes and enhancements deployed in TransIT.
This month’s fixes included:
– All search boxes retain search results when clicking back arrow or bread crumb
– Ability to use enter key when signing into TransIT
– Removed ability to rename a custom reference list
– Attachments remain on your activity when using cut / copy functions in a Plan
– User Multiselect control type added to Plans customize columns
– Test download report downloads when no test notes are recorded
– Test note notifications for changes sent to assigned and reporter
– Issue filtered list retains your filters when clicking back arrow or bread crumb
The tip of the month showed how you can use Global Module content and import into your organization to use.
This month we had a number of fixes and enhancements deployed in TransIT.
This month’s fixes included:
– View changes icon restored
– Restoring content adds date and time stamp
– Email sent to user when record is updated
– User password reset included in System Log
– Hide / Unhide completed activities toggle icon
– Display columns displaying NULL instead of name of column
– Renaming module updates in a script
– Renumbering Plans and Scripts
– Insert module defaults position, facility and day
– Fixed status reset issue when entering a test note
– Test download report includes test notes on a separate tab
– Fixed edit test round showing all days
– SMS notifications for assigned and reporter for issue updates
This month we completed our security features with MFA, Bot Protection and Strong Passwords in TransIT.
This month’s fixes included:
– Remove all filters for Plans
– Added missing Vendor field to Position Logins
– If icon server is down, text link will replace the icons
The tip of the month was about how you can speed up your testing if you are stuck on a step during your Test Round.
This month we went live with MFA and reviewed the process of using MFA and the the steps involved to sign into TransIT.
The tip of the month was about how to reduce the work involved in reviewing issues using the Review Selected Issues option in TransIT.
This month we reviewed how to send test invites from TransIT, for rounds of integration testing, using the Test Invite icon on the Test Rounds page. This feature has substantial ROI – it only invites testers on days they are required.
The tip of the month was about using TransIT Plans for checklists that require multicontibutor access, for things like charge validation, adding new beds, domain validation, etc.
This month we reviewed a number of fixes and some enhancements that have been implemented since May’s Lunch’n’Learn.
The tip of the month was about how to utilize the import / export feature and using templates to your advantage TranssIT.
This month we reviewed a number of fixes and some enhancements that have been implemented since April’s Lunch’n’Learn.
The tip of the month was about how to reduce the work involved in Test Script building and maintenance in TransIT.
The best practice recommendation was reviewing the use of Categorizes to sort your content in TransIT.
This month we reviewed a large number of fixes and some enhancements that have been implemented since March’s Lunch’n’Learn.
The tip of the month was about how to utilize your customized column options to display your content in TransIT.
The best practice recommendation was reviewing Workflow imports into TransIT.
This month we reviewed a large number of enhancements and some fixes that have been implemented since TransIT 7 went live.
The tip of the month was about how to create and use Modules, Plans, Scripts & Workflow categories and how TransIT honors sequencing with your content and drop down menus.
The best practice recommendation of the month was about how to set up an archive project and use this project to store your content templates and most frequently used content.
This month we introduce Workflows and reviewed a large number of enhancements and some fixes that have been implemented since TransIT 7 went live.
The tip of the month was about how to use the find and replace feature when looking for specific words and phrases in your content when editing Modules or Scripts in TransIT.
The bonus tip of the month was about how to refresh your browser and what to do when you see “No results” in your content searches.
This month we reviewed a large number of enhancements and some fixes that have been implemented since TransIT 7 went live.
The tip of the month was about how to find the applications associated to a specific vendor when creating Modules or Scripts in TransIT.
The bonus tip of the month was about how to add script Header Details using the look up and about using the red bars in Scripts to identify Header Details that do not have a value.
In our first VUG since the release of TransIT 7 we reviewed questions that have come in to the Support Desk since go-live, reviewed updates since go-live, showed the new color-coding in the Script Steps page to highlight steps requiring attention, and showed how to create a custom reference list for use in Plans. The tip of the month was that you can automatically add Header fields to your script by putting [ ] around anything.
In today’s session with discuss some name changes in TransIT 7 as well as the naming convention for TransIT content. Users were asked to vote on whether they want MAKE to keep the existing naming, move to one that is more sentence like, or suggest a third alternative. We reviewed additional fields that will be added to issues to assist with assigning the priority, based on the impact and severity of an issue. We also showed of how we are using TransIT AI to assist with the automatic naming of Modules when they are created from Scripts that have been loaded into TransIT. We also showed our new “find and replace” and our new Test Steps page.
Today marked the inaugural session for TransIT 7. During this session, we delved into the significant improvements, conducted a live demonstration, and engaged in conversations about upcoming training sessions, the scheduling of which remains to be determined in anticipation of the release date.
In this month’s session we discussed the improvements in your ability to search MAKE’s Global content and also reviewed further improvements to TransIT Plans Custom Columns.
We announced that TransIT 7 would be released shortly.
The tips of the month were to remember when you are exporting to Excel to switch to Page Size All first and when you add or remove a new column with the %driver indicator on, remember to update the % on each of the activities that is already in progress.
In this month’s VUG we showed the latest changes for Testing, Plans and Issues.
The tip of the month was a reminder about the View All icon that is available on several different changes and allows you to remove filtering with a single click.
In this month’s VUG we showed how to use our latest new functionality %Driver columns in TransIT Plans and Work Queues to assist with content management in TransIT Testing.
The tip of the month was a reminder that the “paste from clipboard” functionality in TransIT is for brining in content from a spreadsheet and the to copy content that is already in TransIT for reuse, you use Copy/Paste functionality.
This month’s meetings included fixes and new functionality added since May. New features were reviewed for Testing, Issues and Plans and fixes were reviewed for Testing and Plans.
The tips of the month were: use the TransIT refresh vs Browser refresh to retain your current TransIT settings on the page you are on; if you make proper use of Header fields when creating Workflows and Scenarios, it really reduces the amount of time to create and maintain Scenarios; contact support@makesolutionsinc.com if you want to turn on the ability to send automatic reminders from Plans; custom drop-down lists can be created in TransIT for use in Plans.
This month’s meetings included fixes and new functionality added since February including: Increased the size of the field that contains the Scenario Name and Scenario Patient Name on the Test Steps page to make it more readable; Fixed display issue when scrolling through large amounts of data in the Test Steps and Test Header page; Updating the Issue status no longer updates the Test Step status back to “Issue”; When you run the Built Audit on a test script and click the red caution icon inside the Scenario Steps page, it takes you to the first step missing a position. If you click it twice more, it will advance to the next step with a blank position; Reported by information is now displayed in the Test Report
Additionally we reviewed Custom Columns functionality in TransIT Plans.
The tip of the month was to try to avoid the use of special characters in Scenario Names, and Section Names inside test scripts they can cause scripts to not display appropriately in the browser.
In this month’s Lunch’n’Learn we reviewed the unique way that TransIT handles interface transactions.
The tip of the month was about ensuring the full URL is showing in the Address bar if you want to create a link to a filtered issue list.
In this month’s lunch’n’learn we discussed fixes for: retaining Task page search criteria; retaining the filter to inactive Plans on the Plans page; removing a Scenario from a Test Round; and ensuring new entries to the Type, Category and Group are available for selection in the Filter of a Plan.
We discussed the enhancement to allow for the selection of 2 fields to show in the Header column on the Test Dashboard.
Tips included: steps to take to remove an in-process Scenario from a Test Round; and how to manually send a notification for a Test Step.
This month’s session was focused on how to create Spreadsheet plans and use Custom Columns in those plans. We also reviewed updates to TransIT since the October VUG meeting. The tip of the month was to remember if you are making a plan to use over and over again, you must customize the columns in the new plan before pasting in the rows from the original plan.
This month’s session was focused on updates to TransIT since the September VUG meeting. The tip of the month was about dates and times being stored in UTC inside TransIT and the impact this has when creating Activities or Events in Plans
This month’s session was focused on how to create test scripts in TransIT. The tip of the month was also on the recommended approach to taking your existing spreadsheet-based test scripts and turning them into scripts that are effective and easy to maintain.
In this months’ session we reviewed a few new features and functions added since the last meeting in June. The tip of the month was a reminder to start each day of testing by filtering to your own personal Position Dashboard view. If you are already due up in a step a the beginning of the day, you won’t be notified.
In this months’ session we reviewed a few new features and functions added since the last meeting in April. The tip of the month was a reminder that Admins can update the roles Users play in testing from a right-click option on the User record.
In this months’ session we reviewed a few new features and functions and demonstrated how to set interface transactions during testing. The tip of the month was about not using special characters in Positions or Task names.
In this months session we reviewed new features and functions including: Merge; new ways to send notifications for Notes, Issues and from the Users page; automatically creating [Details] and [Scenario Header Details] from the Paste from Clipboard; multi-assigning positions from the Roster; and several others. Tip of the month around correcting steps in a test script once accessed from the Test Report.
This month we attempted to review all of the enhancements and fixes since our October session. The tip of the quarter was around how to easily create reusable workflows to speed test script development.
This month we reviewed the Development Roadmap survey results. We also demonstrated exciting new features like automated invites for days of testing and how to create custom columns in plans.
New features released for TransIT 5.0 since its debut in early June, including a demo of TransIT Scheduler
Sneak peek at what is coming in TransIT 5.0
Sneak peek at what is coming in TransIT 5.0
Configuring Testing Roster for automated messaging, Tip of the Month
New Features and Functions in TransIT 4.19, Tip of the Month
New Features and Functions in TransIT 4.18
New Features and Functions in TransIT 4.14
NeNew Features and Functions in TransIT 4.10
New Features and Functions in TransIT 4.0
TransIT Plans
New features in TransIT
Uploaded Content & Scenario Details in TransIT
New Functionality in TransIT
Interface Tracking the TransIT Way
Preparing for and Managing Rounds of Testing
Organizational Settings – revisited
The Power of Scenario Details