# Defect Management

A defect is a deviation from the expected behavior that needs to be corrected. SimplifyQA allows users to record application defects during test execution and also add them manually. The Defect Management module in SimplifyQA enables users to efficiently track, manage, and resolve defects.

### Raising a Defect

#### In Manual Test Cases

1. When executing a manual test case, if a step fails, you can raise a defect directly.
2. Click on the "**Defect icon"** that appears next to the failed step.

<figure><img src="https://2640723101-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMxErCxeVwmOt7GY9s22U%2Fuploads%2Fjq6abSnTHm8RhgELuXd2%2F0.jpg?alt=media&#x26;token=499710a7-c674-4fe3-b1e9-cb8e84defd7a" alt=""><figcaption></figcaption></figure>

3. A Defect Creation Pop-up will open with:
   1. Auto-populated description including steps to replicate the issue.
   2. Test case field auto-filled.
4. Fill in the mandatory fields:
   1. Assign the defect to a user.
   2. Set the priority.
   3. Define the release and sprint.
   4. For better organization, fill in the module and link it to a user story.
5. Click Save, and the defect will be logged successfully.

<figure><img src="https://2640723101-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMxErCxeVwmOt7GY9s22U%2Fuploads%2FfkAchk7IXM1HWEhnVI1M%2F1.jpg?alt=media&#x26;token=7f7fba4e-baa5-4a9a-ac54-c89505ba64ef" alt=""><figcaption></figcaption></figure>

#### In Automation Test Cases

1. A defect can be raised at the reports level after executing an automated test case.
2. Open the report of a failed execution.
3. Locate the failed step, and click on the Bug Icon.

<figure><img src="https://2640723101-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMxErCxeVwmOt7GY9s22U%2Fuploads%2FsBx3sBOltBllbEhJAnJI%2F2.jpg?alt=media&#x26;token=0b8ecaba-924c-431c-8be3-3e3e3b0e26df" alt=""><figcaption></figcaption></figure>

4. The Defect Creation Pop-up will appear with:
   1. Auto-filled steps to replicate the issue.
   2. Pre-filled test case details.
5. Complete the mandatory fields (assignee, priority, release, sprint, user story, module, etc.) and click Save.

### Defect Management Module

SimplifyQA provides a dedicated Defect Management module where all defects can be viewed and managed.

#### Navigating to Defect Management

1. Go to User Navigation Panel.
2. Navigate to Defect Management.

<figure><img src="https://2640723101-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMxErCxeVwmOt7GY9s22U%2Fuploads%2FX1EqkvjpJm3EVEdEJZlC%2F3.jpg?alt=media&#x26;token=6351d269-bed5-4cb3-964e-a523efb46cfc" alt=""><figcaption></figcaption></figure>

3. Here, defects can be viewed in different formats:
   1. List View
   2. Board View
   3. Matrix View

#### List View

* Displays defects in a tabular format.
* Click on View Details to open the Defect.

<figure><img src="https://2640723101-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMxErCxeVwmOt7GY9s22U%2Fuploads%2FwzkJLNmgniODX8xsiJOY%2F4.jpg?alt=media&#x26;token=e6cc364f-ec3e-4454-b82b-e0d30656a84a" alt=""><figcaption></figcaption></figure>

* You can update defect status, add additional information, or change assigned users.

#### Board View (Kanban View)

* Provides a Kanban-style display of defects categorized by status.
* Select a release and sprint to filter defects.

<figure><img src="https://2640723101-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMxErCxeVwmOt7GY9s22U%2Fuploads%2FpjVJRqvdLDyb7b7KL0DO%2F5.jpg?alt=media&#x26;token=316f765d-450b-4fd7-a6a2-260a2a1f3967" alt=""><figcaption></figcaption></figure>

* Drag and drop defects to update their status.

<figure><img src="https://2640723101-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMxErCxeVwmOt7GY9s22U%2Fuploads%2Fye0DWjiXStXJLrdgUnmo%2F6.jpg?alt=media&#x26;token=b50d50fb-1d9b-45c6-ba88-a0adaffd4b77" alt=""><figcaption></figcaption></figure>

* Click the three dots next to a defect for additional options:
  * Change the assignee.
  * Add comments.
  * Copy the defect link.
  * Delete the defect.

<figure><img src="https://2640723101-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMxErCxeVwmOt7GY9s22U%2Fuploads%2FcghF1QADOK4XaB2b7usv%2F7.jpg?alt=media&#x26;token=feb70629-7f3f-4ec4-bc4d-4eea045fa52c" alt=""><figcaption></figcaption></figure>

#### Matrix View

* Displays defects based on status and assignee.
* Filters available for release, sprint, and teams.

<figure><img src="https://2640723101-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMxErCxeVwmOt7GY9s22U%2Fuploads%2FANSNhRuNbU0KCbBIKXjV%2F8.jpg?alt=media&#x26;token=99ba5d0a-0494-4876-8066-6bf9625d02f8" alt=""><figcaption></figcaption></figure>

### Creating a New Defect

1. In the **Defect Management Module**, click **"+ Defect"**.

<figure><img src="https://2640723101-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMxErCxeVwmOt7GY9s22U%2Fuploads%2FCBKN6OoYDweGeA5eOikx%2F9.jpg?alt=media&#x26;token=605c01fd-bbbf-4389-8534-61d28f2a3600" alt=""><figcaption></figcaption></figure>

2. The Defect Creation Pop-up appears.
3. Fill in the required fields:
   1. Name
   2. Status
   3. Priority
   4. Release & Sprint
   5. Additional fields for better tracking.
4. Click Save to log the defect.

<figure><img src="https://2640723101-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMxErCxeVwmOt7GY9s22U%2Fuploads%2FtiFMi0FlN2J5BaKc14ji%2F10.jpg?alt=media&#x26;token=35ee03ad-3ac7-4b49-b624-e2c99dfb6163" alt=""><figcaption></figcaption></figure>

### Importing & Exporting Defects

#### Importing Defects

1. Click on the **Excel Icon** at the top-right.

<figure><img src="https://2640723101-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMxErCxeVwmOt7GY9s22U%2Fuploads%2FsexZDr9XoPPcGEHM2upD%2F11.jpg?alt=media&#x26;token=bd20170d-f5e7-40e7-87c1-b66a5875a869" alt=""><figcaption></figcaption></figure>

2. Select **Import Excel**.

<figure><img src="https://2640723101-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMxErCxeVwmOt7GY9s22U%2Fuploads%2FNwqqBJvUYElagFy7d8J3%2F12.jpg?alt=media&#x26;token=e22e0428-108d-4cc5-88b1-4864576a1707" alt=""><figcaption></figcaption></figure>

3. Upload the **Excel file**.

<figure><img src="https://2640723101-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMxErCxeVwmOt7GY9s22U%2Fuploads%2F4etVhsF3i8mgQEWNyiwJ%2F13.jpg?alt=media&#x26;token=62be750a-7075-4e57-a2d9-cb035312745c" alt=""><figcaption></figcaption></figure>

4. Map the fields, then click **Validate & Import.**

<figure><img src="https://2640723101-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMxErCxeVwmOt7GY9s22U%2Fuploads%2F74B4KYOfpzAo4Jx2SNGQ%2F14.jpg?alt=media&#x26;token=b8b083a1-ac18-4185-9c08-6a71cfa132cd" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
**Note:** To make the import process easier, SimplifyQA also provides a downloadable template which can be filled out and later used for importing data.
{% endhint %}

#### Exporting Defects

* Click on the Export Excel to download defect data.

<figure><img src="https://2640723101-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMxErCxeVwmOt7GY9s22U%2Fuploads%2FbnTVyLEi7Gz6AqYm0R6q%2F15.jpg?alt=media&#x26;token=db828177-42a2-4ebf-8b99-65378bfbf940" alt=""><figcaption></figcaption></figure>

### BugGenesis - Quick Defect Logging

BugGenesis is a browser extension that allows users to capture the defect flow with minimal effort.

#### How it Works

1. When logging a defect, instead of manually writing steps, use BugGenesis.
2. BugGenesis captures step-by-step screenshots with appropriate descriptions.
3. Once the capture is complete, click Done.
4. You will be redirected to SimplifyQA’s Defect Module with a new defect page.
5. The description and BugGenesis link will be auto-filled.
6. Review and save the defect.
