QA Checklists Explained: A Guide to Streamlined Software Testing

“Organizing isn’t about perfection; it’s about efficiency, reducing stress and clutter, saving time and money and improving your overall quality of life.”

This is a good sentiment to express what checklists mean to us.

For example, you might prepare a checklist of things to pack before going on a trip. But do you remember the kind of checklist you’d make as a kid before going on a trip? – Carry a toothbrush, clothes, and shoes. Then your parents would come and pack an elaborate bag for you – with toothpaste, bags to keep soiled clothes, extra pairs of handkerchiefs and socks, and everything you would need.

Clearly, checklists are best when they come from the seasoned players in the game!

This holds true for QA checklists as well. “What should you test?” is a general and vague question. To answer this, you need veterans who are experienced in QA and have a strong understanding of the application. Only then will the act of preparing and following a checklist bear fruit.

Let’s understand how to work with checklists in QA and how they guide software testing.

How do you currently use checklists in your QA process? Have they helped you streamline your testing or catch things you might otherwise miss?

What is a QA Checklist?

A QA checklist is like a list of tasks or items that need to be checked or completed during software testing to make sure that the software works as expected. Think of it like a to-do list for testers, but instead of groceries or personal tasks, it’s a list of things to verify about the software before it’s released.

Purpose of a Testing Checklist

The main goal of a QA checklist is to help testers make sure they haven’t forgotten any important steps during testing. It makes sure that everything from basic functionality to security and performance is checked properly. It’s a guide to making sure no aspect of the software is missed.

How Does it Work in Practice?

When the testing phase begins, the tester uses the checklist as a guide to go through each item, checking off things that have been verified. For example, if one of the checklist items is “Check if the ‘Submit’ button works,” the tester will click the button to make sure it works as expected. If it doesn’t, they will note it as a bug that needs to be fixed.

Where Does it Fit into the Bigger Picture?

QA checklists are typically part of a larger quality assurance process that includes planning, test execution, defect reporting, and feedback. The checklist serves as a tool that fits into this process, making sure that thorough testing is done and software quality is maintained.

For those who don’t use checklists in your testing process, what’s held you back from adopting them, and do you think they’d help your team?

Why Use a QA Checklist?

• Consistency: A checklist makes sure that everyone on the team is testing the same things every time. This helps maintain consistency, so the same steps are followed in each round of testing.
• No Missed Tests: It helps testers remember all the important checks that need to be done so that no vital aspect is skipped.
• Efficiency: Instead of trying to remember everything or making testing up as you go, a checklist makes testing faster and more organized.
• Accountability: If something goes wrong later, the checklist shows what was tested and what wasn’t so teams can identify areas that need improvement.

Types of QA Checklists

The way to create QA checklists is quite fluid. You can make checklists for different aspects of the QA process.

Here are some of the most common ones.

QA Checklists based on Time or Phase of Testing

Pre-Test Checklist

This checklist is used before testing begins. It helps prepare everything necessary for the testing process to run smoothly.

• What’s included: Environment Setup: Is the testing environment ready (e.g., servers, devices, networks)? Test Data: Do we have the correct data to test the software? Tools Ready: Are the testing tools (like software for automating tests or tracking bugs) set up and working? Access Permissions: Do testers have the necessary permissions to test the software?

Test Execution Checklist

This checklist is used during testing, while testers are actively running tests on the software. It makes sure that all aspects of the software are being tested and everything is working as expected.

• What’s included: Test Case Execution: Are all the test cases being followed correctly? Test Results: Are the results of each test case being documented properly (e.g., was the test passed or failed)? Bug Reporting: Are any issues or bugs found being recorded in the right place? Feature Verification: Are all the key features (like login, search, or payment) being tested?

Post-Test Checklist

This checklist is used after the testing is completed. It helps wrap up the testing phase and ensures that everything is properly documented and reported.

• What’s included: Defect Logging: Are all the bugs or issues found during testing logged properly for the developers to fix? Test Results Reporting: Are the results of the tests clearly documented and shared with the team? Test Environment Cleanup: Is the testing environment cleaned up (e.g., data is removed, tools are shut down)? Feedback Collection: Are testers and team members providing feedback on the testing process for improvements?

Release Checklist

This checklist is used when the software is ready to be released to users. It ensures that the software is truly ready for release and there are no critical issues left.

• What’s included: Final Defect Review: Have all critical bugs been fixed? Security Check: Is the software secure and free from vulnerabilities? Performance Check: Does the software perform well (e.g., load times, responsiveness)?Compatibility Check: Is the software working across all supported devices and browsers?

Testing Checklists based on the Type of Testing

A part of this is having checklists for different types of testing. For example:

Functional Checklists

• These focus on whether a product or system performs its intended functions correctly.
• For example, checking if modules like login and checkout are working properly.

Usability Checklists

• These assess how easy a product or system is to use.
• For example, checking if user is able to login easily, if accessibility shortcuts are working on said page, and if the page is responsive to different screen resolutions.

Performance Checklists

• These measure how well a product or system performs under various conditions.
• For example, testing load times, response times, and stability of different pages.

Compatibility Checklists

• These verify that a product or system works correctly in different environments.
• For example, checking if the application works properly across different devices and browsers.

Security Checklists

• These identify potential security vulnerabilities.
• For example, checking for vulnerabilities like SQL injection and cross-site scripting on every page.

Compliance Checklists

• These ensure that a product or process adheres to relevant regulations and standards.
• For example, verifying compliance with HIPAA regulations on a healthcare application.

QA Checklists based on the Level of Testing

Unit Testing Checklist

Focuses on testing individual components or pieces of code (usually at the developer level).

Integration Testing Checklist

Verifies how different modules or components of the software interact with each other.

System Testing Checklist

Ensures the entire system works as a whole, integrating all components.

End-to-End Testing Checklist

Checks the entire software flow from the user’s perspective, ensuring all components work together as expected.

Smoke Testing Checklist

Quick checks to verify if the build is stable enough for more detailed testing.

Testing Checklist Best Practices

• Keep it Simple and Clear: A simple, clear checklist ensures that everyone, regardless of their experience level, can follow it. If something is unclear, testers might miss important steps or misunderstand what they need to do.
• Make it Actionable: Actionable steps guide testers on exactly what to do if the steps are vague (like “Test the login button”), testers might not know how to verify the feature properly.
• Keep it Concise: A long, overly detailed checklist can be overwhelming and lead to important steps being skipped. Keep it focused on key tests to save time and effort.
• Organize it Well: Break the checklist into sections based on categories, like “UI Testing,” “Functionality Testing,” or “Performance Testing.” Organizing the checklist makes it easier to follow and makes sure that testers don’t miss any important areas. It also helps you track what’s been tested and what still needs attention.
• Prioritize the Tests: Not all features are equally critical. By prioritizing the tests, you make sure that the most important aspects are checked first, and if there’s limited time, the key areas are covered.
• Update Regularly: Software is always evolving, and an outdated checklist can cause testers to miss new or changed features. Regular updates keep the checklist relevant and accurate.
• Ensure Test Coverage: Make sure the checklist covers all critical areas of the software, like functionality, security, performance, and user experience.
• Use Automation When Possible: If you’re using automated testing tools, make sure your checklist integrates with those tools. You can even automate some of the testing checklist items.
• Include Clear Pass/Fail Criteria: Clear criteria help testers know when a feature is working correctly or when it’s failing. This ensures consistency in how tests are judged.
• Focus on User Experience: Keep the end-user in mind while testing. Add checks for things like usability, how intuitive the design is, and how quickly the software performs tasks.

QA Checklist Examples

While you can structure the template as you wish, here are some examples of QA checklists. Remember, what goes into the checklist will depend on the application under test and what you want to test.

Pre-Test Checklist Template

Test-Execution Checklist Template

Regression Testing Checklist Template

Security Testing Checklist Template

Summing it Up

QA checklists are great to give an overview of what needs to be done. You can use it for quick regression testing or smoke testing, or checking the release readiness of the application. It acts as a guide that makes sure that your testing is organized, efficient, and thorough. Just be weary not to overload the checklist with too many details. Ultimately, you can decide how you wish to categorize the checklist so that it is easy for you and your team to understand.

Do you think automated checklists could improve the QA process, or is there still a place for traditional, manual checklists in software testing?

--

Source: https://testrigor.com/blog/qa-checklists/?utm_source=LinkedInPosts

--

Scale QA with Generative AI tools.

A testRigor specialist will walk you through our platform with a custom demo.

Request a Demo -OR- Start testRigor Free