Running Quality Assurance Tests

Quality Assurance is an important stage in a WalkMe implementation. Quality Assurance helps ensure:

• Smart Walk-Thrus play properly from beginning to end without stopping in the middle.

• WalkMe items are consistent in appearance and content.

• WalkMe works consistently across all desired browsers.

• Relevant WalkMe Items are visible to their target audiences.

To ensure the quality of your WalkMe content before publishing, follow these steps for Quality Assurance (QA) testing:

1. Full Round QA is a comprehensive testing process that involves several critical checks to ensure the proper functioning of our content. It includes testing every WalkMe App from start to finish to ensure they play smoothly without any interruptions.

   The text is also reviewed to ensure it is clear, concise, and free of spelling or grammatical errors. Lastly, it is important to do Crash Testing, in which we attempt to identify common missteps our end users might take. This ensures that when a user doesn't follow our content perfectly, we have a couple ways to mitigate errors and allow the content to flow appropriately.

2. The Sanity Check process involves performing a final run-through of our contenton various browsers and screen sizes. During this process, it is important to ensure that all elements, including Launchers and SmartTips, appear correctly and function as intended.

   It is also crucial to check that all related items are Published and that tasks are completed and tracked correctly.

The figure shows some common questions to ask during the Quality Assurance process to determine if we are experiencing flow or layout issues.

Now that we're a little bit more familiar with the basics of Quality Assurance (QA), let's look at one of our main troubleshooting tools: The Flow Tracker.

Used by WalkMe Builders, the Flow Tracker is used to test and evaluate WalkMe items, which makes it one of the most important tools used in content integrity testing. It is a visual representation of how our content is behaving and can help us troubleshoot issues more easily.

The Flow Tracker is extremely helpful in the Quality Assurance (QA) process and can help with things like:

• Verify that Smart Walk-Thrus, Launchers, SmartTips, ShoutOuts, or Surveys are working as expected before Publishing.

• Confirm that Goals are being tracked effectively.

• Troubleshoot an item that is not playing as expected by checking its associated Conditions, Segments, and Auto-Play setup.

• Identify if Smart Walk-Thru steps are triggering Start Points.

The figure shows an example of a Flow Tracker.

The figure shows the components of a Flow Tracker.

You can enable the Flow Tracker to automatically appear when building by changing your Editor Settings. It is recommended to activate it in Play and Preview Modes, in addition to making it accessible in Published Environment. To enable the Flow Tracker, follow these three steps:

1. Click Settings in the top right of the WalkMe Editor

2. Go to the General Tab

3. Select where the Flow Tracker will appear

The figure shows an example of Play and Preview Mode in Flow Tracker Settings.

You can also make the Flow Tracker available in published environments. This is highly recommended for Quality Assurance.

Following the same steps as the previous tab, simply ensure you have Accessible in Published Environments toggled on.

The Flow Tracker does not start automatically; however, it can be accessed by typing walkmetracker into the Player Menu search bar.

The figure shows and example of a Player Menu Search Bar in the Flow Tracker.

Now that we're a bit more familiar with what the Flow Tracker is, let's move on to some troubleshooting topics.