After the initial model is created in SecureSheet, administrator testing can begin. This is an iterative process where SecureSheet administrators test the set up by impersonating users - at least one for each security profile.


NOTES:

    • Only SecureSheet administrators have the option to impersonate end users directly from the Admin Tasks drop-down list.
    • Non- administrators may be setup to test - entering data on behalf of a user for testing purposes - by setting up an impersonation list.
      • If non-administrators need to participate in testing, the SecureSheet must be unhidden and in the Active section of the site for non-administrators to access it.


Test SecureSheet Set Up

  1. Run the Verify User Views report to use in conjunction with impersonation testing.
  2. Impersonate at least one user per security profile, and all unique user security profiles, and verify the following (as applicable to your SecureSheet setup):
    • Views: Locked, UnLocked, and Hidden columns are working as expected.
    • Security: User data is restricted per View as expected, i.e., only rows based on the user's security are being shown.
    • Logic: Calculations, data validations, conditional formats are working as expected.
    • Summary Totals: Updating accurately upon data entry.
    • Employee Status: Row status is filtering out as expected (e.g., inactive / terminated employees are not appearing in view(s)).
    • Dynamic Row Locking: Cells are being locked when ineligibility logic is applied to the row.
    • Multi-level Approvals: Status tracking and row locking is functioning as expected.
    • Statements: Pulling column values correctly from the main SecureSheet tab based on all scenarios built into (each) Statement.
  1. Run the Verify Formulas process to confirm results in a calculated SecureSheet match the results in an Excel file that has been exported from SecureSheet.


Video Resources: