2010

HPQualityCenterTrainingPlan

BryanP.Howard GEAviationJacksonville 6/18/2010

HP Quality Center Training Plan

TableofContents
Executive Summary ........................................................................................................................ 2 Introduction ..................................................................................................................................... 3 Timeline .......................................................................................................................................... 3 Phase 1 - Analysis ........................................................................................................................... 3 Problem Analysis ........................................................................................................................ 3 Task, Learner, & Context Analysis ............................................................................................. 5 Learner Analysis ...................................................................................................................... 5 Task Analysis .......................................................................................................................... 6 Context Analysis.................................................................................................................... 15 Phase 2- Instructional Design ....................................................................................................... 17 Objectives and Tasks ................................................................................................................. 17 Instructional Strategy ................................................................................................................ 18 Materials Development ............................................................................................................. 20 Delivery Method ....................................................................................................................... 20 Formative Evaluation ................................................................................................................ 20 Report Shortened for Portfolio Presentation

HP Quality Center Training Plan

ExecutiveSummary
HP Quality Center 10.0 is ready to push to all users and there are changes and additions to the software, compared to the previously available Version 9.0. Current and potential Quality Center users have new documentation to review in an effort to adopt the software. The Quality Center 10.0 user guide is 754 pages of technical reading and the simplified tutorial is 184 pages. Additionally, the HP provided Whats New? documentation for Versions 9.2 and 10.0 total more than 36 more pages of changes and additions. The documentation provided by HP is good, but according to several Quality Center users, reading the documentation while working in production is difficult. This plan represents the results of a learner/task/context analysis, the initial goals and tools of the instructional design phase, and the plan for training evaluation, both formative and summative. The goal of the plan is to systematically demonstrate the need for training, the methods of development and deployment of that training, and the methods of testing and evaluation for HP Quality Center 10.0 learning modules. Instruction will be broken into 10 modules, between 10 and 30 minutes long, with each module representing a complete unit of instruction. Learners will be able to watch one module to learn about a specific topic, without watching all preceding modules, allowing users to complete training and move to a production environment quickly, without sacrificing quality of instruction. All learning modules will be offered through myLearning, giving users convenient and familiar access in a learning system with established credibility. Further, managers can monitor HP Quality Center training by adding appropriate learning modules to their employees learning plans within myLearning. The training solutions developed in this plan will help HP Quality Center 10.0 be a powerful quality testing tool for GE. If it is true that software is only as good as the end user, this training will make HP Quality Center 10.0 as good as it can be.

HP Quality Center Training Plan

Introduction
Currently GE businesses are using or could benefit from using HP Quality Center for software Quality Assurance testing. Stakeholders include IT Project Managers, businesses supported by the software, and the end users. Though HP provides documentation with the software, the most useful documents are quite lengthy and most employees will not spend the time necessary to read the manuals (User Guide - 754 pages, Tutorial - 184 pages, Business Process Testing User Guide - 406 pages). This plan represents the results of a learner/task/context analysis, the initial goals and tools of the instructional design phase, and the plan for training evaluation, both formative and summative. The goal of the plan is to systematically demonstrate the need for training, the methods of development and deployment of that training, and the methods of testing and evaluation for HP Quality Center 10.0 learning modules. (This project plan is based on the Seels and Glasgow Model (1990))

Timeline
Jul 12, 2010 Scripts and Action Outlines Ready for Review and Approval Jun 14, 2010 - Jun 28, 2010 Phase 1 - Analysis Jun 28, 2010 - Aug 9, 2010 Phase 2 - Instructional Design Jul 26, 2010 All Screen Capture Videos Recorded Aug 9, 2010 - Aug 27, 2010 Phase 3 - Pillot and Evaluation

6/21 6/14/2010

6/28

7/5

7/12

7/19

7/26

8/2

8/9

8/16

8/23 8/27/2010

Jul 3, 2010 Learning Module List Compiled for Approval

Aug 4, 2010 Summative Evaluations Complete

Aug 9, 2010 Ready for Launch Approval

Phase1Analysis
ProblemAnalysis
Although HP Quality Center 9.0 has been available to businesses within GE, the software has not been widely used or used as designed. Now, HP Quality Center 10.0 is ready to push to all users and there are changes and additions to the software, compared to Version 9.0. Current and potential Quality Center users have new documentation to review in an effort to adopt the software. The Quality Center 10.0 User Guide is 754 pages of technical reading and the simplified tutorial is 184 pages long. Additionally, the HP provided Whats New documentation for Versions 9.2 and 10.0 total 36 more pages of changes and additions. The

HP Quality Center Training Plan documentation provided by HP is good, but according to several Quality Center users, reading the documentation while working in production is difficult. The graph below represents HPSD support tickets opened in 2009 and 2010 YTD. The red line representing 2010 stops in May, although the implementation of Quality Center 10 Production went live on June 5, 2010 and is not represented on the graph. Based on past upgrade performance and an increase in Quality Center users based on new dPMM requirements, the number of support tickets is likely to continue trending upward.

300 250 200 150 100 50 0 Jan Feb

QualityCenterSupportTickets

2009 2010

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

With a named user base of over 12,000 and more than 1,200 projects ongoing in the Quality Center Databases, users will need to learn Quality Center 10.0 to avoid a large increase in support requests. Further, the transition schedule from Quality Center 9.0 to 10.0, encompassing July and the first part of August, with a request deadline of July 9, 2010, will require increased support, as there are significant changes in the newer version. As indicated in the timeline above, this training plan proposal has a launch date of Monday, August 9, 2010 to coincide with the final transitions to Quality Center 10.

HP Quality Center Training Plan

Task,Learner,&ContextAnalysis
LearnerAnalysis

User Levels QA Tester

Project Manager/Developer

TD Admin

Description Business level users of Quality Center and the software undergoing testing. The QA Testers are typically proficient to expert in some technology (such as Oracle), but have limited or no knowledge of Quality Center. Most QA Testers have a medium level of technical skills. Management and design users of Quality Center, concentrating on managing the testing projects and developing test cases and plans. Project Managers and Developers are typically above average to expert in the systems being tested, but may not have any Quality Center experience. Project Managers and Developers typically display an advanced to expert level of technical skills. Management level users who administer software and project groups. TD Admin users may or may not be proficient in the software being tested, but generally possess proficient to expert technical skills. TD Admin users may or may not have Quality Center experience.

HP Quality Center Training Plan TaskAnalysis QATester

HP Quality Center Training Plan ProjectManager/Developer

Specifying releases and cycles

HP Quality Center Training Plan Specifying requirements

Access HP Quality Center Add New Requirement Folder 2 Add New Requirement Add Child Requirements

Step

Open Quality Center URL 1.1

Enter SSO for Username and Password 1.2

Press Authenticate 1.3

Select Domain and Project 1.4

Press Login

1.5

Access HP Quality Center

Add New Requirement Folder 2

Add New Requirement

Add Child Requirements

Step

Click Requirements Button in Left Pane 2.1

Click to Highlight Desired Folder in Tree View 2.2

Click New Requirement Folder Button 2.3

Type New Requirement Folder Name and Click OK 2.4

Type Description in Lower Pane 2.5

Access HP Quality Center

Add New Requirement Folder 2

Add New Requirement

Add Child Requirements

Step

Click to Highlight Desired Requirement 3.1

Click New Requirement Button 3.2

Choose Requirement Type 3.3

Type New Requirement Name and Click OK 3.4

Add Details to the Requirement

Click to Close Dialog Box

3.5

3.6

Choose Author if not Correct

Choose Product if Applicable

Choose Target Cycle if Applicable 3.5.3

Choose Direct Cover Status

Choose Priority

Choose Review Status

Choose Target Release if Applicable 3.5.7

3.5.1

3.5.2

3.5.4

3.5.5

3.5.6

Access HP Quality Center

Add New Requirement Folder 2

Add New Requirement

Add Child Requirements

Step

Click to Highlight Desired Requirement 3.1

Click New Requirement Button 3.2

Choose Requirement Type 3.3

Type New Requirement Name and Click OK 3.4

Add Details to the Requirement

Click to Close Dialog Box

3.5

3.6

Choose Author if not Correct

Choose Product if Applicable

Choose Target Cycle if Applicable 3.5.3

Choose Direct Cover Status

Choose Priority

Choose Review Status

Choose Target Release if Applicable 3.5.7

3.5.1

3.5.2

3.5.4

3.5.5

3.5.6

HP Quality Center Training Plan Planning tests

Access HP Quality Center Add a New Subject Folder Add a New Test

Step

Open Quality Center URL 1.1

Enter SSO for Username and Password 1.2

Press Authenticate 1.3

Select Domain and Project 1.4

Press Login

1.5

Access HP Quality Center

Add a New Subject Folder

Add a New Test

Step

Click Test Plan Button in Left Sidebar 2.1

Click New Folder Button

Type Name for New Folder and Press OK 2.3

Type Description for New Folder 2.4

2.2

Access HP Quality Center 1

Add a New Subject Folder

Add a New Test

Click to Highlight the Desired Folder

Click the New Test Button

Choose Test Type

Type Test Name and Click OK 3.4

Create all Test Details

Step

3.1

3.2

3.3

3.5

Details Tab: Add Description of the Test 3.5.1

Add Design Steps

Add Test Parameters

Add Attachments

Add Req Coverage

Add Linked Defects

3.5.2

3.5.3

3.5.4

3.5.5

3.5.6

Click the Design Steps Tab

Click New Step Button

3.5.2.1

3.5.2.2

Enter Description, Expected Result, and Click OK 3.5.2.3

Click New Step Button and Add Steps Until Done 3.5.2.4

HP Quality Center Training Plan Running tests

Access HP Quality Center Access Test Lab and Select Test 2 Run Test

Step

Open Quality Center URL 1.1

Enter SSO for Username and Password 1.2

Press Authenticate 1.3

Select Domain and Project 1.4

Press Login

1.5

Access HP Quality Center

Step

Access Test Lab and Select Test 2

Run Test

Click Test Lab Icon 2.1

Select Folder from Test Tree 2.2

Select Test from Folder 2.3

Access HP Quality Center 1

Access Test Lab and Select Test 2

Run Test

Step

Highlight Test and Click Run Button 3.1

Click Begin Run 3.2

Follow Step by Step Testing Directions 3.3

Click Pass or Fail Button for Steps 3.4

Comment & Log Defect if Actual is Different than Expected 3.5

Click End Run Button 3.6

Write Brief Description of Actual Result 3.5.1

Click the New Defect Button 3.5.2

Type Summary and Choose Severity 3.5.3

Click Submit Button 3.5.4

HP Quality Center Training Plan Adding and tracking defects

Access HP Quality Center

Add A Defect

Step

Open Quality Center URL 1.1

Enter SSO for Username and Password 1.2

Press Authenticate 1.3

Select Domain and Project 1.4

Press Login

1.5

Access HP Quality Center 1

Add A Defect

2a

Step
Click the Defects Button in the Left Pane 2.1 Click the New Defects Button 2.2 Type Short Description in the Summary Line 2.3 Complete Applicable Details 2.4 Click Submit Button 2.5

Choose Severity of Defect 2.4.1

Choose Cycle Where Defect was Found 2.4.2

Type Detailed Description in Description Box 2.4.3

Access HP Quality Center 1

Update a Defect

2b

Step
Click the Defects Button in the Left Pane 2.1 Highlight Defect Click Defects on Top Menu and Choose Details 2.3 Change Details as Needed 2.4 Click OK

2.2

2.5

Follow Alternative Method 2.1

Click the Defects button in the Left Pane 2.2

In Defects Grid, Choose Details To Update 2.3

Click Drop-down Arrow and Update Choice 2.4

Click OK

2.5

Step

Access HP Quality Center 1

Link a Defect to a Test 2c

Click on the Test Plan Button on the Left Pane 2.1

Expand Tree and Choose Test for Defect 2.2

Click Linked Defects Tab from Top Menu 2.3

Click Arrow on Link Existing Defect Button 2.4

Choose Select from Drop-Down Menu 2.5

Highlight Desired Defect and Click Link Button 2.6

HP Quality Center Training Plan Change alerts

HP Quality Center Training Plan Reports and graphs

HP Quality Center Training Plan Libraries

Access HP Quality Center Create a Library Folder Add a Library to the Folder

Step

Open Quality Center URL 1.1

Enter SSO for Username and Password 1.2

Press Authenticate 1.3

Select Domain and Project 1.4

Press Login

1.5

Access HP Quality Center

Create a Library Folder

Add a Library to the Folder

Step

Click the Management Button in the Left Pane 2.1

Click the Library Tab on the Top Menu 2.2

Click the New Folder Button

Type the New Folder Name

Click OK

2.3

2.4

2.5

Access HP Quality Center

Create a Library Folder

Add a Library to the Folder

Step

Highlight the Desired Folder in Tree View 3.1

Click the Create Library Button 3.2

Type Library Name

Choose Root Folders for Library 3.4

Type a Description of the Library 3.5

Click OK

3.3

3.6

HP Quality Center Training Plan Baselines

Access HP Quality Center Create Baseline in Selected Library Compare to Previous or New Baseline 3

Step

Open Quality Center URL 1.1

Enter SSO for Username and Password 1.2

Press Authenticate 1.3

Select Domain and Project 1.4

Press Login

1.5

Access HP Quality Center

Create Baseline in Selected Library 2

Compare to Previous or New Baseline 3

Step

Select Management Button from Left Pane 2.1

Select Library Tab from Top Menu 2.2

Click Create Baseline Button

2.3

Click Continue after Broken Links Verification 2.4

Access HP Quality Center

Create Baseline in Selected Library 2

Compare to Previous or New Baseline 3

Step

Select a Baseline from the Library

3.1

Click Compare To Button and Choose Select Baseline 3.2

Choose Baseline for Comparison and Click OK 3.3

Choose from Buttons on Left to Compare 3.4

Click Go To Next Change Button to View Changes 3.5

Select Changed Items and View Details 3.6

TDAdmin Customizing projects Customizing QC Administer user groups Administer users ContextAnalysis Most learners will take the learning modules in similar contexts, in their typical office environment, with computers using the GE Core Load, which includes, at a minimum: Windows XP Adobe Reader Adobe Flash Internet Explorer 6

HP Quality Center Training Plan All learning modules will be designed for use in the basic working environment of most learners. Due to the individual nature of the training, every learner represents a learning site, meaning the instructional design must be robust and capable of operating in the minimum computing environment, as identified above, to the maximum computing environment, which is a moving target. Because the instruction will be provided in myLearning, the performance context and the learning context are basically the same, with many learners completing learning modules using the same computer on which they will be performing live tasks. Further, the learning modules will simulate the lessons using the same software screens the learners will access once they transition from the learning environment to the production environment, meaning learners will be watching, learning, practicing, and performing in the same setting, using a similar set of tools. Managerial support is still an unknown as of this report. From initial observation and analysis, it appears that managerial support will directly relate to the number of managers who actively support HP Quality Center 10.0 as a viable and useful testing tool. Recently, the named user base for Quality Center has grown substantially, due in part to dPMM requirements. This trend will likely continue and managers will become increasingly supportive. Additionally, hosting the instruction in myLearning means managers will be able to easily add the modules to learners Learning Plans and then track completions. The one contextual issue that should be addressed is the solitary nature of using HP Quality Center. Testers usually test on a computer by themselves. Project Managers and Developers typically think in a team setting, but use Quality Center in a more solitary setting. Project Administrators certainly administer the site in a solitary fashion. Because of the solitary nature of using the software, users do not have the opportunity to share their experiences or ask questions of other users, more experienced or otherwise. Setting up a Community of Practice in Support Central will give users a place to create, collaborate, or even commiserate about all things HP Quality Center 10.0. the forum will also help administrators see the real issues behind performance problems, with the employees and the platform.

HP Quality Center Training Plan

Phase2InstructionalDesign
ObjectivesandTasks
QA Tester
Module Name Testing Module Objective Given a test in HP Quality Center 10.0 Test Lab, users will be able to successfully: Access Test Lab and locate Test Run test, marking steps as pass or fail Add comments for failed steps Add Defects End test run

Project Manager/Developer
Module Name Specifying Releases and Cycles Objective Using the HP Quality Center 10.0 Management Module, users will be able to successfully: Add a new release folder Add a new release to a folder Add a new cycle to a release Using the HP Quality Center 10.0 Requirements Module, users will be able to successfully: Add a new requirement folder Add a new requirement to a folder Add child requirements Using the HP Quality Center 10.0 Test Plan Module, users will be able to successfully: Add a new subject folder Add a new test, including all necessary details Using HP Quality Center 10.0 Test Lab Module, users will be able to successfully: Add new folders and sub-folders to the test set tree Add new test sets to the desired folder Add new test(s) to a test set

Specifying Requirements

Planning Tests

Defining Test Sets and Adding Tests

HP Quality Center Training Plan

Module Name (continued) Running Tests Objective Given a test in HP Quality Center 10.0 Test Lab, users will be able to successfully: Access Test Lab and locate Test Run test, marking steps as pass or fail Add comments for failed steps Add Defects End test run Using the HP Quality Center 10.0 Defects Module, users will be able to successfully: Add a defect Update an existing defect Link a defect to a test Using the HP Quality Center 10.0 Requirements and Defects Modules, users will be able to successfully: Trigger an email alert for requirement changes Create a follow-up alert for defects Using the HP Quality Center 10.0 Dashboard Module, users will be able to successfully: Add a folder to the root folder Create a new report or graph Generate an existing report or graph Using the HP Quality Center 10.0 Management Module, users will be able to successfully: Create a new library folder Add a new library to a folder Create a new baseline in the selected folder Compare baselines from different time frames

Adding, Updating, and Linking Defects

Change Alerts

Reports and Graphs

Libraries and Baselines

Project Administrator TBD

InstructionalStrategy
Developing software training for HP Quality Center 10.0 requires addressing two main audiences: Project Managers/Developers and QA Testers. The goals and needs of these to audiences are vastly different and the training must reflect that difference. Project Managers/Developers need a detailed view of the software, from the start of the process to wrap-

HP Quality Center Training Plan up, including reporting function. In contrast, QA Testers only need to know how to access, run, and complete tests, with as little technical intrusion as possible on their normal day. For QA Testers, the training should represent and easy-to-use software interface that will help them tell the project team if the software being tested is performing as designed. In order to address the andragogical nature of the instruction, all training will be chunked into learning modules between 10 and 30 minutes long. Any topic that requires more than 30 minutes of instruction will be broken into multiple modules. Additionally, the training will all be based on constructivist learning theories, which state learners need: Instruction which builds on previous knowledge and experience Relevant and meaningful learning experiences (i.e. what and why) Designs that engage multiple learning types (e.g. visual, auditory, and tactile learners) Control over their learning environment and schedule Quality feedback on performance Immediate application of learning materials

Modules will be designed to provide comfort to users, taking an although this is important and useful software, it is just learning another software programs like youve done many times before approach. The advanced technical nature of HP Quality Center 10.0 does not require corresponding complicated training. Also, conversational narration during the learning modules will engage learners and help them develop instructional meaning while they discover the relevance of the tasks to their actual job functions, answering the what and why questions of learning (what are you trying to teach me and why?) Once the what and why have been established through training descriptions and stated objectives, learners will be engaged in the learning modules through visual, auditory, and tactile strategies. The visual components will include PowerPoint style slides intermingled with screen capture graphics and video showing the actual software performing the tasks covered in the instruction. The auditory component will include video voice-overs and task cues for the start of the lesson, lesson transactions, and the end of the lesson. All modules will be branded with similar introductions and closings to express continuity from module to module. The tactile component will likely include interactive flash components, such as in module drag-and-drop exercises, which require learners to match button icons with their respective functions, as well as end-of-module quizzes, all meant to involve learners in the process and promote transfer to the normal task environment. The tactile components will address all three learning styles, with onscreen text and graphics, voice-overs providing instruction and feedback, and tactile learning involvement. Overall, the modules will be designed to provide immediate transfer and application from the training environment to live HP Quality Center 10.0 production. At the end of each module, learners should be able to recall and apply the module lesson, including understanding and using

HP Quality Center Training Plan any corresponding module job aides. Providing meaningful and relevant instruction may also encourage learners to refer their co-workers to the training, citing its ease and usefulness.

MaterialsDevelopment
All materials will be developed using Adobe Presenter, Techsmith Camtasia, and Techsmith SnagIt, including AICC compliant Java applets for reporting completions to myLearning. Final products will be delivered in SWF format, which uses the Adobe Flash player already loaded on all GE machines and ensures compatibility with the storage servers accessed by myLearning. Job aides will be designed with Adobe InDesign and Adobe Acrobat for maximum compatibility, requiring only Adobe Acrobat Reader, which is currently part of GEs Core Load.

DeliveryMethod
Course modules will be delivered via GEs myLearning platform, with modules offered as individually searchable with no prerequisites. The module design allows for viewing at any point in the series, without the need for further viewing. For example, a QA Tester can simply access the learning module for testing, complete the lesson and short quiz, and begin using the new knowledge immediately in HP Quality Center 10.0. Further, a developer can access myLearning, start with the Test Planning modules, and learn enough to quickly create a testing plan and add tests to the Test Lab for QA Testers to begin testing. MyLearning offers the best access for users across the GE spectrum of businesses and countries, with available 24X7 access and quality support for end users. Also, once granted, power user access to myLearning will allow quick course uploads and module adjustments, keeping the content as current as possible. Power user access is being arranged for two users, allowing redundancy.

FormativeEvaluation
Formative evaluation will begin on or before July 26, 2010 and extend to August 4, 2010. The testing group will consist of 25 users of varying degrees of experience with HP Quality Center 9.0, from no experience to regular users. The 25 users will be recruited based on job function and will contain a proportionate division of tasks, such that each learning module is tested 5-7 times by users who are characteristically matched to likely production users. The QA Testers will only evaluate the QA Tester module, while the remaining testers will evaluate multiple modules, encompassing several tasks within Quality Center. All materials, including learning modules and job aides, will be available to testers through the GE libraries page during the testing period and testing instructions with links will be delivered via email and through a kick-off meeting through WebEx (to be scheduled). After each

HP Quality Center Training Plan evaluation, testers will fill out a formative evaluation hosted on GEs SurveyCentral, comprised of Likert-style questions, open-ended questions regarding the testing experience, and questions about previous technical experience. The evaluations will be compiled and the results considered for module and job aide adjustments before launch. A full formative evaluation report will be available by August 6, 2010.

HP Quality Center Training Plan

Report Shortened for Portfolio Presentation