QATrack+
stable

Contents:

  • Welcome to QATrack+’s documentation!
  • Glossary
  • Release Notes
    • QATrack+ v3.1.1.3 Release Notes
    • QATrack+ v3.1.1.2 Release Notes
    • QATrack+ v3.1.1.1 Release Notes
    • QATrack+ v3.1.1 Release Notes
      • QA
      • Service Log
      • Faults
      • Parts
      • API
      • Reports
      • Miscellaneous
    • QATrack+ v3.1.0.1 Release Notes
    • QATrack+ v3.1.0 Release Notes
      • Acknowledgements
      • Details of the v3.1.0 release
        • New version numbering
        • Moving to GitHub
        • Deprecations & Discontinuations
          • Major Features
          • Non backwards compatible changes
          • Tests & Test Lists
          • Review & Approval
          • Units & Unit Types
          • UI Changes
          • Admin Changes
          • API Changes
          • Service Log & Parts
          • Authentication
          • Other Minor Features & Bugs Fixed
      • What didn’t make it into this release?
    • QATrack+ v0.3.0.18 Release Notes
    • QATrack+ v0.3.0.18 Release Notes
    • QATrack+ v0.3.0.16 Release Notes
    • QATrack+ v0.3.0.15 Release Notes
      • Upgrading to v0.3.0.15 from v0.3.0
    • QATrack+ v0.3.0.14 Release Notes
    • QATrack+ v0.3.0.13 Release Notes
      • Upgrading to v0.3.0.13 from v0.3.0
    • QATrack+ v0.3.0 Release Notes
      • Acknowledgements
        • Details of the v0.3.0 release
      • Upgrading to v0.3.0
    • QATrack+ v0.2.9 Release Notes
      • Deprecation Notices
      • Upgrade Instructions
    • QATrack+ v0.2.8 Release Notes
      • Upgrading to v0.2.8
    • QATrack+ v0.2.7 Release Notes
      • New Features & Bugs Fixed
      • Upgrading to v0.2.7
    • QATrack+ v0.2.6 Release Notes
      • New Features
      • Bug Fixes
      • To upgrade from v0.2.5
    • QATrack+ v0.2.5 Release Notes
    • QATrack+ v0.2.4 Release Notes
      • New Features
      • Bug Fixes and Clean Up
    • QATrack+ v0.2.3 Release Notes
      • New Features
      • Bug Fixes
  • Installation and Deployment Options
    • Selecting a platform for QATrack+
      • New Installation of QATrack+ v3.1.1 on Ubuntu Linux
        • Prerequisites
        • Installing and configuring Git and checking out the QATrack+ Source Code
          • Check out the QATrack+ source code from GitHub
        • Installing a Database System
          • Installing PostgreSQL
          • Installing MySQL (only required if you prefer to use MySQL over Postgres)
        • Setting up our Python environment (including virtualenv)
          • Check your Python version
          • Creating our virtual environment
        • Making sure everything is working up to this point
        • Configuration of QATrack+
        • Setting up Django Q
        • Installing Apache web server and mod_wsgi
        • Next Steps
        • Last Word
      • Upgrading an existing Linux v3.X.Y installation to v3.1.1.3
        • Take a snapshot
        • Backup your database
        • Make sure your existing packages are up to date
          • Check out version 3.1.1.3
          • Updating our Python environment
          • Performing the migration
          • Restart QATrack+
      • Upgrading an existing Linux v0.3.0 installation to v3.1.1.3
        • Prerequisites
          • Take a snapshot
          • Backup your database
          • Copy your database
          • Check your Python version
          • Make sure your existing packages are up to date
        • Check out the latest version of QATrack+
        • Setting up our Python environment (including virtualenv)
          • Configuration of QATrack+
          • Setting up Django Q
        • Setting File Permissions for Apache
        • What Next
        • Last Word
      • Upgrading an existing Linux v0.2.X installation to v3.1.1.3
        • On your old server
          • Backup your QATrack+ install data
        • On your new server
        • Prerequisites
          • Installing a Database System
            • Installing PostgreSQL (Only required if you were previously using Postgres)
            • Installing MySQL (Only required if you were previously using MySQL)
          • Restoring your previous database
        • Installing and configuring Git and checking out the QATrack+ Source Code
          • Check out the QATrack+ source code from GitHub
            • Restore your upload files
          • Setting up our Python environment (including virtualenv)
            • Migrating 0.2.X (where X < 9) to v0.2.9
        • Migrating 0.2.9 to 0.3.0
          • Check out QATrack+ version 0.3.0
          • Creating our virtual environment
          • Migrating the 0.2.9 database to 0.3.0
        • Installing Apache web server and mod_wsgi
        • Next Steps
      • Installing and Deploying QATrack+ on Windows Server
        • New Installation
        • Install Google Chrome
        • Installing Python 3
        • Installing git and checking out the QATrack+ Source Code
          • Checkout the latest release of QATrack+ source code from GitHub
        • Setting up our Python environment
        • Creating a database with SQL Server
          • Ensure ODBC Driver 17 (or 13.1) is installed
          • Ensure SQL Server Authentication is enabled
          • Create a new database
          • Configuring QATrack+ to use your new database
        • Configuring CherryPy to Serve QATrack+
        • Setting up IIS
          • Enabling Proxy in Application Request Routing
          • Enabling Static Content Serving in IIS
          • Setting up the site and URL rewrite rules
        • Setting up Django Q
        • What Next
        • Wrap Up
      • Upgrading an existing Windows v3.X.Y installation to v3.1.1.3
        • Take a snapshot
        • Backing up your database
        • Checking out version 3.1.1.3
          • Updating our Python environment
          • Performing the migration
          • Restart QATrack+
      • Upgrading an existing Windows v0.3.0 installation to v3.1.1.3
        • Prerequisites
          • Take a snapshot
          • Ensure ODBC Driver 17 (or 13.1) is installed
        • Install Google Chrome
        • Stop your CherryPy Service to Serve QATrack+
          • Backing up your database
          • Copy your database
          • Add A Readonly User to Your New Database
          • Check your Python version
          • Checking out version 3.1.1
        • Setting up our Python environment (including virtualenv)
          • Configuration of QATrack+
        • Update your CherryPy Service to Serve QATrack+
        • Setting up Django Q
        • What Next
        • Last Word
      • Upgrading an existing Windows v0.2.X installation to v3.1.1.3
        • On your old server
          • Backup your QATrack+ install data
        • On your new server
          • Install Python 2.7 (Only required for QATrack+ 0.2.8 and below. Not required for 0.2.9)
        • Installing Python 3 (required for all)
          • Ensure SQL Server Authentication is enabled
          • Restoring your previous database
        • Installing git and checking out the QATrack+ Source Code
          • Checkout the latest release of QATrack+ source code from GitHub
            • Restore your upload files
          • Setting up our Python environment (including virtualenv)
            • Migrating 0.2.X (where X < 9) to v0.2.9
        • Migrating 0.2.9 to 0.3.0
          • Check out QATrack+ version 0.3.0
          • Creating our virtual environment
          • Migrating the 0.2.9 database to 0.3.0
        • Setting up IIS
          • Enabling Proxy in Application Request Routing
          • Enabling Static Content Serving in IIS
          • Setting up the site and URL rewrite rules
        • Next Steps
      • Installing & Deploying QATrack+ with Docker
        • Prerequisites by OS
          • Windows 10 Professional or Enterprise with Hyper-V
            • Ensure Virtualisation is enabled
            • Chocolatey
            • Docker for Windows, and Git
            • Enable shared drives within Docker for Windows
          • Ubuntu 18.04
            • Docker and Docker-Compose
            • Make docker work without sudo on Linux
            • Git
        • Installing QATrack+
          • Changing to the directory where all server files will be stored
          • Downloading
          • Installation
          • Setting up copying backups from local machine to remote server on Windows
        • Advanced usage tips
          • Accessing the Django shell
          • Making QATrack+ start on boot and run in the background
          • Setting up SSL
          • Changing from port 80 to a different port
          • Making the backup management store its files on a network share
          • Shutdown the server
          • Update server
          • Backup management
          • Delete docker data
    • Configuring your QATrack+ Instance
      • Configuring a QATrack+ Installation
        • QATrack+ Local Settings
          • After configuration changes
            • Restarting QATrack+ on Linux
            • Restarting QATrack+ on Windows
          • Mandatory Settings
            • DEBUG Setting
            • Allowed Host Setting
            • HTTP or HTTPS Setting
            • DATABASES Setting
          • Cache Settings
          • Time Zone Settings
          • Icon Settings
          • Tolerance Naming Settings
          • Other Settings
            • ACCOUNTS_SELF_REGISTER
            • ACCOUNTS_CLEAN_USERNAME
            • CHROME_PATH
            • CATEGORY_FIRST_OF_GROUP_ONLY
            • COMPOSITE_AUTO_FORMAT
            • CONSTANT_PRECISION (deprecated. Use DEFAULT_NUMBER_FORMAT instead)
            • DEFAULT_NUMBER_FORMAT
            • DEFAULT_WARNING_MESSAGE
            • FORCE_SCRIPT_NAME, LOGIN_REDIRECT_URL, LOGIN_URL, STATIC_URL, MEDIA_URL, UPLOADS_URL
            • MAX_TESTS_PER_TESTLIST
            • NHIST
            • ORDER_UNITS_BY
            • PING_INTERVAL_S
            • REVIEW_DIFF_COL
            • REVIEW_BULK
            • SL_ALLOW_BLANK_SERVICE_AREA
            • SL_ALLOW_BLANK_SERVICE_TYPE
            • TESTPACK_TIMEOUT
            • USE_SQL_REPORTS
            • USE_X_FORWARDED_HOST
          • SESSION Settings
        • Configuring Email for QATrack+
          • Admin Email
          • Email host settings
          • Notification specific settings
          • Email & Subject templates
          • Active Directory Settings
            • AUTHENTICATION_BACKENDS
            • General AD Settings
              • Non-SSL AD Connection Settings
              • SSL AD Connection Settings
      • Authentication Backends
        • Active Directory
          • Installation of python-ldap
            • Windows
            • Linux
          • Configuring QATrack+ to use your Active Directory Server
        • Active Directory Federation Services (ADFS)
          • Configuring your ADFS Server
            • Configuring ADFS 2016 (ADFS 4.0)
              • Adding an ADFS Application Group
                • Add New Application Group
                • Set Client Identifier & Redirect URI
            • Configuring ADFS 2012 (ADFS 3.0)
              • Adding an ADFS Relying Party Trust
          • Configuring QATrack+ to use ADFS
        • Mapping Active Directory Groups to QATrack+ Groups
      • Backing up QATrack+
        • Backing up QATrack+ on Linux
        • Backing up QATrack+ on Windows
        • Using Django to Dump The Database To JSON
          • Dumping your database
          • Loading your database
  • Administrators Guide
    • Introduction
    • Accessing the admin site
    • Initial Configuration
    • Admin Guide Contents
      • Changing The Site Name Displayed at the Top of Pages
      • Managing Users and Groups
        • User Groups
        • Active Directory Group to QATrack+ Groups Map
          • Qualifying Groups for Membership
        • Users
          • Creating a new user
        • Permissions
          • Minimal set of permissions
            • Permissions for performing and viewing test history
            • Fairly complete set of permissions
      • Email Notifications
        • Configuring Notifications
          • Recipient Groups
          • Unit Groups
          • Test List Groups
          • Part Category Groups
        • QC Completed Notices
        • QC Review Notices
        • QC Scheduling Notices
        • Service Event Notices
        • Service Event Scheduling Notices
        • Service Event Review Notices
        • Part Notices
        • Fault Logged Notices
        • Fault Review Notices
      • Editing a Notification
      • Deleting a Notification
      • Units
        • Creating A New Unit
        • Defining a treatment or imaging modality
        • Defining a new unit class
        • Defining a new unit type
        • Defining a Site
        • Defining a new unit
      • Tests and Other QC
        • Test Categories
        • Frequencies & Scheduling
          • How Frequencies work
          • Due Dates in the User Interface
          • Example Frequencies
        • Test Statuses
        • Tests
          • Name
          • Display Name (Optional)
          • Macro Name
            • Description
            • Procedure
            • Category
            • Type
            • Choices (multiple choice test type only)
            • Constant Value (constant test type only)
            • Hidden (composite & constant test types only)
            • Display image (upload test types only)
            • Test Item Visible In Charts
            • Auto Review Rules
            • Skip Without Comment
            • Require Comment
            • Calculation Procedure
            • Formatting
            • Attachments
              • Tests with Calculated Results
              • Composite Tests
              • The composite calculation environment
              • Composite tests made up of other composite tests
              • A note about division for people familiar with Python
              • String Composite/JSON Tests
              • Upload Tests
            • Example Text File Upload
            • Example Binary File Upload
              • Setting Default Initial Values for Non-Calculated Tests
        • Configuring Test Lists
          • Name
          • Slug
          • Description
          • Warning Message
          • Javascript
          • Test List Members
            • Reordering Tests and Sublists within a Test List
          • Attachments
        • Configuring Test List Cycles
          • Creating a new Test List Cycle
          • Name
          • Slug
          • Description
          • Drop Down Label
          • Day Option Text
          • Test list cycle memberships
          • Removing a list from a test list cycle
          • Attachments
        • Assigning A Test List Or Test List Cycle To A Unit
          • Unit
          • Frequency
          • Due Date & Auto Schedule
          • Assigned To
          • Visible To
          • Active
          • Test List or Test List Cycle
          • Tests collection
          • An example
        • Test Tolerances
          • Creating a new tolerance
          • Editing a tolerance after it has been created
          • Numerical Tolerances
          • Multiple Choice Tolerances
        • Setting Reference & Tolerance Values
          • Numerical References & Tolerances
          • Boolean References
          • Multiple Choice References
          • History
        • Setting multiple References & Tolerances at the same time
        • Copying References & Tolerances between units
        • Managing Users and Groups
          • User Groups
          • Active Directory Group to QATrack+ Groups Map
            • Qualifying Groups for Membership
          • Users
            • Creating a new user
          • Permissions
            • Minimal set of permissions
              • Permissions for performing and viewing test history
              • Fairly complete set of permissions
        • Adding Contacts
        • Auto Review
        • Auto Review Rule Sets
        • Email notifications
        • Configuring Auto-Schedule for all currently assigned test lists
        • Test Packs (Experimental feature)
          • Exporting a test pack
          • Importing a test pack
        • Initial Configuration
        • Admin Tutorials
      • Service Log & Parts
        • Group Linkers
        • Service Areas
          • Associating Service Areas with Units
        • Service Event Statuses
          • Examples
        • Service Types
        • Service Event Templates & Schedules
          • Service Event Templates
          • Service Event Schedules
            • Unit Service Area
            • Frequency
            • Due Date & Auto Schedule
            • Assigned To
            • Visible To
            • Active
        • Configuring the Parts App
          • Parts Categories
          • Parts Rooms
          • Parts Suppliers
          • Adding new Parts
        • Initial Configuration
      • Fault Log Administration
        • Fault Types
        • Faults
        • Fault Review Groups
  • Users Guide
    • Managing Users and Groups
      • Accessing the Groups & Permissions Page
      • Adding a new group
      • Editing Group Name and Members
      • Changing Group Permissions
    • Performing and reviewing QC
      • Performing a Test List
        • Selecting a test list
          • Tree Views
        • Performing a test list
          • Viewing test procedures
          • Adding comments
          • Skipping a test
          • Performing a subset of a test list
          • Attaching Files to your session
          • Keyboard Shortcuts
          • Saving a test list to complete it later
          • Auto Save
      • Test List Cycles
        • Manually Choosing A Test List From A Test List Cycle
      • Viewing The History Of A Test List
      • Editing Previously Entered Data
      • Review and Approval of Test List Instances
        • Reviewing QC Data
        • Changing the status of test data
        • Bulk Review of Test List Instances
      • Deleting A QC Session (Test List Instance)
      • Overseeing The State Of Your QC Program
        • Viewing Test Lists Which are Coming Due Soon
        • Overview of All Units
      • Plotting your data
        • Notes on Control Charts
    • Service Log and Parts Apps
      • Using Service Log
        • Service Events
          • Initiating a new Service Event
            • Enter a new Service Event
            • Initiating a Service Event from A Test List
            • Initiating a Service Event from A Test List Instance
            • Using a Service Event Template
            • Performing a Scheduled Service Event
          • Service Log Dashboard
        • Return To Service QC
        • Reviewing Service Events
        • Service and Lost Time Report
      • Using the Parts App
        • Adding Parts To Your Inventory
        • Editing Existing Parts
        • Low Inventory Report
      • A Complete Service Log Example
        • Scenario
        • Resolution
        • After The Adjustment
          • Reviewing The RTSQC and Service Event
    • Machine Fault Log
      • Entering a new fault
      • Entering a new fault while performing QC
      • Reviewing Faults
      • Fault Notifications
    • Units
      • Setting Unit Available Time
      • 1. Modifying available times for specific days
      • 2. Modify available times for all days after a specfic day
        • Deleting a schedule modification
    • Reporting & SQL Queries
      • Reports
        • Permissions Required
        • Available Report Types
        • Creating a New Report
        • Report Filters
        • Adding Notes to Reports
        • Previewing, Saving, or Downloading a Report
        • Loading a Saved Report
        • Scheduling a Report
          • Editing or Clearing the Schedule and/or recipients for a Report
        • Deleting a Saved Report
        • Report Type Descriptions & Options
          • QC
            • QC Assignment Summary
            • QC Assignment Details
            • Test List Instance Summary (formerly QC Performed Summary)
            • Test List Instance Details
            • Test Instance Details
          • QC Backup Forms
            • QC Paper Backup Forms
          • Scheduling
            • Next Due Dates for QC
            • Due and Overdue
          • Service Log
            • Service Event Summary
            • Service Event Details
            • Service Event Personnel Summary
            • Service Log Assignment Summary
            • Service Event Times
          • Service Event Scheduling
            • Next Due Dates for Scheduled Service Events
            • Due and Overdue Scheduled Service Events
      • Query Tool
        • Permissions Required
        • Creating a new Query
          • Adding parameters
        • Exporting the query
        • Viewing the DB Schema
        • Pivot Tables
        • Deleting a Query
  • Using the QATrack+ API
    • Getting an API Token
    • Viewing the API online
    • Retrieving Data
      • Getting a list of available units
      • Getting a specific units details
      • Getting a list of Test Lists
      • Getting a specific test lists details
      • Pagination of data
      • Filtering and Ordering data
    • Uploading Data
      • Performing A Test List Cycle
      • Upload test types
      • Attachments
      • Preventing Duplicate Entries with the user_key field
    • FAQ
    • API Tutorial Example
  • Developers Guide
    • Developers Guide
    • QATrack+ v0.3.0 Database Schema
      • Generating the schema diagram
        • Ubuntu
        • Windows
    • Schema for Older Versions
    • Installing QATrack+ For Development
      • Python 3.6+
      • Git
      • GitHub
        • Creating a fork of QATrack+
        • Cloning your fork to your local system
      • Setting up your development environment
      • Creating your development database
      • Running the development server
      • Next Steps
    • QATrack+ Development Guidelines
      • Internationalization & Translation
      • Tool Tips And User Hints
    • Formatting & Style Guide
      • General formatting
      • Import Order
      • Indentation
    • Running The Test Suite
      • Writing Documentation
    • Copyright & Licensing
    • I’m not a developer, how can I help out?
  • Tutorials
    • Setting up, performing, and reviewing your first test list step-by-step
      • Logging in and accessing the admin interface
        • Setting up the name of your QATrack+ website
      • Creating a new Unit
      • Creating a New User Group
      • Creating Test Statuses
      • Creating a new Test List
        • Creating the required Tests
        • Creating the Test List
      • Assigning the test list
      • Performing the Test List
      • Reviewing the Data
      • Wrapping Up
    • Visualizing Data with Composite Tests
      • Configuring the Tests
      • Settting up the Test List
      • Assigning the Test List to a Unit
      • Performing the Test List
    • Image Analysis Using pylinac and the QATrack+ API
      • Setting up the Test List
      • Performing the Test List via the web UI
      • Performing the Test List via the API
        • Obtain an API token
        • Find the Unit Test Collection we want to perform
      • Acknowledgements
    • A Complete Service Log Example
      • Scenario
      • Resolution
      • After The Adjustment
        • Reviewing The RTSQC and Service Event
  • Screenshots
QATrack+
  • Docs »
  • Administrators Guide »
  • Tests and Other QC
  • Edit on GitHub

Tests and Other QC¶

Contents:

  • Test Categories
  • Frequencies & Scheduling
  • Test Statuses
  • Tests
  • Configuring Test Lists
  • Configuring Test List Cycles
  • Assigning A Test List Or Test List Cycle To A Unit
  • Test Tolerances
  • Setting Reference & Tolerance Values
  • Setting multiple References & Tolerances at the same time
  • Copying References & Tolerances between units
  • Managing Users and Groups
  • Adding Contacts
  • Auto Review
  • Auto Review Rule Sets
  • Email notifications
  • Configuring Auto-Schedule for all currently assigned test lists
  • Test Packs (Experimental feature)

Initial Configuration¶

Before you start defining tests and test lists for the first time it is a good idea to begin by doing some initial configuration.

  1. Add Test Categories
  2. Add Test List Frequencies
  3. Add Test List Statuses
  4. Add Test Tolerances

After that is complete, you can move on to:

  1. Add Tests
  2. Add Test Lists
  3. Add Test List Cycles (optional)
  4. Assign Test Lists to Units
  5. Set Test References and Tolerances

A step-by-step tutorial to walk you through the process of configuring a new test list and assigning it to a unit available on our Tutorials Page.

Admin Tutorials¶

For a list of tutorials avaialable please visit our Tutorials Page.

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© Copyright 2018 QATrack+ Contributors. Revision 57de3861.

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