Steps and best practices on implementing APT with ClickLearn

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APT (Automatic Process Testing) sounds great, it sounds like something that can do all the work for you! It really is a fantastic tool, but it also needs an in-depth understanding of ClickLearn and the business system that you want to support. 

APT makes sense if you want to test your processes end-to-end. For example, here is a list of small processes that could go together in ERP systems: 

  • Creating a sales order 

  • Adding an item to the sales order 

  • Confirming the sales order line 

  • Connecting the sales order to a shipment 

These four different processes would typically involve four different work instructions to be created for the end users, however they also need to work together as a flow of processes. 

To test this, you can put all four processes into a book and replay the complete book. When you do this, make sure that the next process can start where the first one ended and so forth. 

When replaying in general, you must ensure that all your data is valid and available in the system. 

You can control the data locally in the recording, trough an Excel sheet or centrally in the global replay data repository. 

The benefit of controlling the globally is that you can capture data in one process that you want to have available for other processes. In this way, you can test your end-to-end processes completely, instead of noting down what you need to remember for the next process. So, as I started off saying, this really is a great tool if you know what you are doing. 

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