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Creating and running an automated control test

Roles and permissions

The following roles can create and run a test on a control or label:

  • Administrators

  • Compliance managers with either manager OR contributor permissions on the control or label

  • Users with either manager OR contributor permissions on the control or label

  • Users with inherited access cannot create, run, edit, or view tests because they have not been explicitly added to the control or label

The steps below assume that a Hypersync has already been established and connected. You can only test proof collected by a Hypersync. If you haven't set up a Hypersync on the control or label, refer to How do I start using Hypersyncs?. Detailed instructions for connecting to an app and creating a Hypersync can be found in the left menu of the Help Center.

Note

You can't create a test and run that test on multiple controls. You must create a test on each control you want to test. Each test tests a single piece of proof.

You can create a test on proof collected by a Hypersync on a label and the results of that test affect all of the controls linked to that label. SeeAutomated control testing for more details.

To create and run an automated control test:

Prerequisite: A control or label with a Hypersync.

  1. From the left menu, select Controls or Labels.

  2. Select the control or label containing the proof you want to test.

  3. Select the Tests tab.

    tests-tab.png
  4. Click New test.

    The Automated Test window opens.

  5. From the Hypersync drop-down menu, select the appropriate Hypersync and proof. If you are configuring a test on a control the list of Hypersyncs and pieces of proof include Hypersyncs configured on the control and on any linked labels. If you are configuring a test on a label only the Hypersyncs configured on the label are included.

    Tip

    You can display the proof associated with the Hypersync by clicking the Example proof link.

  6. Below Test ID, enter the test's ID number.

  7. Below Test Name, enter a name for the test.

  8. From the Empty proof behavior drop-down menu, specify what should happen if linked proof doesn’t include any data. The default result is Failed. Options include:

    • Passed

    • Failed

    • Needs review

  9. Below Test Cases, do the following:

    1. Enter a name for the test case.

    2. From the Select field drop-down menu, select a field name from the proof being tested.

    3. From the Select comparator drop-down menu, select an operator.

      Tip

      For more information on fields and operators, see Automated testing: Hypersync proof fields and operators.

    4. In the Enter text value field, enter a value. You may need to enter a start date if you selected the Activity start time field. Note that the Enter text value field disappears if you selected the is empty or is not empty operators.

    5. Optionally, click Add another condition to add an additional condition. Repeat as necessary.

    6. From the Search result drop-down menu, select a result.

      1. Passed - The control is performing as it should and is considered to be in good shape.

      2. Failed - The control is not performing as it should.

      3. Needs review - It’s unclear if the control passed or failed, so it needs to be manually reviewed.

    7. Click New to create additional test cases. A maximum of 10 cases are allowed.

    8. Optionally, enter a note in the Notes field.

  10. If the test fails or needs review, Hyperproof automatically generates a new task. If you don't want Hyperproof to automatically create a new task, clear the New repeating task checkbox.

    new-repeating-task.png

    If you choose to create a new task, you can define the task, including the task owner and the triggering event, such as if the test fails or needs review.

    new-repeating-task2.png

    Hyperproof only generates one new task for each piece of proof that fails. If you re-run the test with the same proof, and the test fails or needs to be reviewed, Hyperproof does not generate an additional task. A new task is only created if the test fails or needs to be reviewed after additional proof is imported into Hyperproof via the Hypersync.

    new-repeating-task3.png
  11. Click Save.

    The Run test window opens.

  12. Select the proof you want the test to be run against.

  13. Click Run now.

Note

If you don't want to run the test immediately, click Cancel. The test is listed on the Tests tab below Tests. When you're ready to run the test, click the test ID, then click Run test.