Right Side Bar - Search Related Records - QA Test Plan

Owned by Megan Forbes
Last updated: Dec 05, 2018
2 min read

The Search button (for "Search Related Records") appears on the right sidebar of Object and Procedural records, in the Related Objects and Related Procedures sections of the sidebar. Clicking the Search button will pivot you to the Search results screen, with all related Cataloging or Procedural records displayed as if they had been searched for.

From there, you can browse the list or add some or all of the records to another Object or Procedural record. For example, you could use the Search button on a Loan Out record to view all the related Cataloging records as advanced search results, and then add those Cataloging records to a new Location record.

  • Action:
    • Create a new Object or Procedural record
    • Fill out any required fields
    • Save the record
    • Click the Open button in the Related Objects menu of the right sidebar
  • Expected:
    • Pivot to a search results screen with no results
  • Action
    • Return to the Object or Procedural record by clicking the Identification number above the search results
    • Add two or more related Object records to your record via the Objects secondary tab or the Add button of the Related Objects menu in the right sidebar
    • Click the Open button of the Related Objects menu in the right sidebar
  • Expected:
    • Search results screen displays with related Object records listed as search results - you may need to refresh your screen to show the results
    • The title bar lists information about the Record that you came from (e.g. "Objects related to {identifier for record}")
  • Action:
    • Create a new Object or Procedural record
    • Fill out any required fields
    • Save the record
    • Click the Open button in the right panel in the right sidebar area for related Procedural records
  • Expected:
    • Pivot to a search results screen with no results
  • Action
    • Return to the Object or Procedural record by clicking the Identification number above the search results
    • Add two or more related Procedural records to your record via secondary tab or the Add button of the Related Procedures menu in the right sidebar
    • Click the Open button of the Related Procedures menu in the right sidebar
  • Expected:
    • Search results screen displays with related Procedural records listed as search results - you may need to refresh your screen to show the results
    • The title bar lists information about the Record that you came from (e.g. "Procedures related to {identifier for record}")


Please note: If testing with Safari, in order to be able to tab to all the controls, you need to either hold down the option key while pressing tab, or check the option labeled "Press Tab to highlight each item on a webpage" in Preferences/Advanced. 


  • Actions
    • Test that the Search button (for Search Related Objects/Procedures) can be navigated to and activated by keyboard only
  • Expected:
    • You should be able to do all the above using keyboard only
    • The tab-ordering and keys used should be logical
    • At all times, you should be able to see where focus is
  • Spend a few minutes forcing the program to expose buggy behavior by:
    • using the system in ways not covered by the testplan
    • using the system in unexpected ways
    • doing whatever you can think of that will produce bugs and unexpected behavior.
    • Be creative!
    • feel free to extend this to behavior related to this testplan