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Requirement Yogi (Cloud)
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Testing your requirements - Best practices
Updated 1d ago

    Testing your requirements - Best practices

    Testing plays a key role in requirement management.
    It helps teams make sure that every requirement is verified, validated, and working as expected.

    Who is most important to ? QA engineers, product owners, business analysts, and developers, anyone responsible for ensuring that requirements are implemented correctly.
    It allows these roles to confirm that what’s being built actually meets user and business needs.

    By connecting requirements to test cases, teams can trace every functionality back to its source requirement.
    Testing also helps detect issues early, improve quality, and maintain confidence in the final product.

    How to integrate tests with Requirement Yogi:

    If you want to write Test Plans in Confluence

    If you are looking for simple ways to create tests, and not something too farfetched, it is possible to use Confluence for your test plans.

    Here are some best practices to help you get started:

    1. Create a dedicated Test Plan page
      Start with a dedicated Confluence page (or use your team’s testing space) to store all related test documentation.

    2. Use templates or page structures
      Define a consistent structure for your test plans.
      For example:

      • Objective: What the testing aims to verify.

      • Scope: Which features or requirements are covered.

      • Test Environment: Tools, versions, and configurations.

      • Test Cases: A table with ID, description, steps, expected results, and related requirements.

      • Results: Links or summaries from executed tests.

      You can create a test plan page and give it a requirement ID (ex: TPLAN-001), and use the parent configuration so it becomes a parent for each test case in the page.
      And then, use requirements to identify each test cases with specific IDs, that you can then link to each other with dependency links.

    Test Plan in Confluence.png

     

    Test Case Detail.png
    1. Link to Jira issues and requirements
      Whenever possible, use the Jira Issue macro to link each test case to its corresponding test execution, bug, or user story.
      This ensures traceability — you can see what’s been tested and what still needs validation.

    Test Plan Traceability.png
    1. Collaborate and update regularly
      Use Confluence’s inline comments and page history to review and improve your test plans.
      Encourage QA engineers, product owners, and developers to contribute updates after each sprint or release.

    2. Automate where possible
      If your team uses Jira or automated testing tools, embed dynamic Jira issue filters or test result summaries into your Confluence pages.
      This keeps your documentation up-to-date without manual copying and pasting.

    By following these best practices, Confluence becomes a living document that captures both the plan and the progress of your testing activities — always linked back to your requirements.

     

    If you want to write Test Plans in Jira

    Jira is where your testing moves from documentation to action. If you are looking for more active testing, and benefit from native workflows and more, Jira is the best place to manage test cases, executions, and results alongside your development work.
    Here are some best practices:

    1. Define a clear testing structure
      Use Jira projects (or dedicated boards) for testing activities.
      Many teams create a separate project like “QA – Test Management” or use specific issue types (e.g., Test Case, Test Execution, Test Plan) to keep everything structured and searchable.

    2. Create test cases as issues
      Each test case should be a separate Jira issue.
      Include fields such as:

      • Test Steps – the sequence of actions to perform

      • Expected Result – what outcome should occur

      • Linked Requirement – the related requirement in Yogi, or Confluence page

      • Priority / Status – to help with planning and triage

      This structure keeps your tests traceable and easy to reuse across sprints or releases.

      Test Case in Jira.png
    3. Group tests into test plans or executions
      Use issue links or custom hierarchies (e.g., a Test Plan issue type) to group multiple test cases together.
      This lets you run suites for features, releases, or regression cycles, and track overall completion and success rates.

    4. Maintain traceability to requirements and defects
      Always link test cases to the corresponding requirements or user stories.
      When a test fails, create or link a Bug issue immediately — this ensures developers can see the problem context and priority.
      This linkage also helps generate coverage and traceability reports later on.

      Traceability Matrix.png
    5. Leverage workflows and reports
      Customize Jira workflows for your test cases (e.g., Draft → In Review → Approved → Executed).
      Use dashboards and filters to monitor test progress, coverage, and defect trends in real time.
      This visibility helps QA leads and product owners assess release readiness at a glance.

    6. Integrate with automation or CI/CD tools
      If you use automated testing, connect Jira with your automation framework or CI/CD pipeline.
      This allows automatic test result updates, minimizing manual work and keeping your testing status current.

    By following these practices, Jira becomes the central hub for managing your testing lifecycle — from planning and execution to defect tracking and reporting.
    Everything stays linked to your requirements, ensuring full visibility and traceability across your project.

    If you want to integrate Requirement Yogi with specific tools

    NEW Yogi Testing - Early Access

    We have just launched our testing app, it is now available in early access. Please find more information here: Yogi Testing .

    As this is a very first version, we are very keen to receive your feedback, so please reach out on the support: Jira Service Management .

    Integrations with other apps

    There are also other apps that you can work with on the marketplace: https://marketplace.atlassian.com/search?query=testing .

    We have special integrations with some apps:

    • Zephyr Testing for Jira, we can display the test cases and results, as well as test execution and results in the Traceability Matrix.

    • Xray Test Management for Jira , we can display some custom fields in the Traceability Matrix.

    If you have questions

    Please reach out on the support: https://support.requirementyogi.com/ .

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