How to Convert your Beta to a Delta with Ted

Help Ted help you run an engaged delta project!

What is Ted? Why should I enable him?

The Testing Engagement Director, or Ted for short, is Centercode’s intelligent assistant designed to make project management easier than ever. Inspired by QA Automation, Ted analyzes every aspect of your project, from the feedback you receive to the level of tester engagement, and acts accordingly to keep things on track.

Some of Ted’s range of valuable activities includes :

  • Communicating with your tester base, celebrating high effort contributors while reengaging low effort and inactive testers
  • Alerting your testers about new Phases and Activities
  • Providing positive reinforcement and validation for testers who go above and beyond
  • Delivering daily and weekly scrum reports to your team, ensuring you’re never out of the loop on a Project

With Ted handling the busy work, you’re freed up to focus on delivering quality, impactful feedback to make your product even better.

How do I enable Ted?

Before Ted can get to work, your Project needs to be configured to match our best practices for Delta Testing. Once each item is either Green or Yellow, you’re ready to add Ted to your team! The items below describe each of the requirements and how to update your project to meet them. You might not need to adjust for each of them, so look to the Yellow or Red prompts for guidance.

Product Settings Configured

Product Settings guide Ted's behavior as he seeks to engage your testers. These details also help recommend an ideal number of testers, and are accessible in program level reporting. To configure your Project Settings, simply access them via Management > Project Configuration.

Refer to Configuring Detailed Project Settings article for more information.

Five or Fewer Feedback Types

Delta Tests are intended to ideally have three standard Feedback Types - Issues, Ideas, and Praise. If you have them,  up to five feedback types are included on Dashboards. You can have more than five, but they won't be present in Dashboards. The goal of these limited, highly specific Feedback Types is to ensure feedback is actionable and well-understood by testers. 

Learn more about how to Archive unused resources (like extra Feedback Types).

Issue, Idea, and Praise Feedback Intents

For Ted to properly understand and perform his automated duties, your customizable Feedback Types must have a clearly identified Intent. Intent refers to the ability to attribute a purpose to your Feedback Types, regardless of any customized naming. This informs Ted enabling him to generate automated dashboards for you.

For example, Centercode’s Delta Template refers to product bugs as Issues. Your company may refer to them as Bugs, Defects, or Problem Reports, but they collectively each represent the same type of feedback. 

The options available for Feedback Intents, set within each Feedback Type's Basic Settings, are:

  • Issues/Bugs
  • Ideas/Suggestions
  • Praise/Delights
  • Discussions/Forums
  • Journals/Diary Study
  • Support/Help
  • Other
To set Feedback Intent, refer to the Setting Your Feedback Types with Clear Intent article.

Feature Element Added to Feedback Types

In order for Ted to prioritize your feedback, each piece must be associated with a Feature which is in turn associated with a Phase. You first must create Phases (specifically an Engagement Phase), then add Feature elements to each Feedback Type.

To create a Phases:
  1. Click Management
  2. Click Planning
  3. Click Create a Phase or click Import Test Plan
  4. If you’re creating a Phase manually:
    1. Complete all desired fields
    2. Phase Type refers to your phase’s coverage
    3. Important: Features are only part of the Engagement Phase Type
  5. If you’re importing a Test Plan
    1. Download and complete the provided Template
    2. Attach the completed Test Plan
    3. Complete all desired fields & save the spreadsheet
    4. Upload your Test Plan
  6. Set Team Access
  7. Click Submit
  8. Repeat steps 1-4 or 1-7 until your Phases are complete
To set your Feature element:
  1. Click Management at the top menu
  2. Hover over Project Configuration and click Feedback
  3. Click into your Feedback Type
  4. Click Create a Form Element
  5. Set the Element Type to Feature
  6. Feature will be defaulted if one has not been added to your Form
  7. Complete all desired fields
  8. Click Submit

Refer to the Automatically Categorize Feedback using Features article for details on how to set up your Feedback Types with Features.

Feedback Collaboration Enabled

Collaboration is the interaction between your Participants through various Centercode features like Comments, Voting, and Predictive Match. Properly using these features brings value far greater than the individual settings by themselves.

In order for Ted to operate, Feedback Collaboration to be enabled. You must set your Feedback to be Public by default, as well as grant the appropriate Feedback Roles to your Participants.

To enable Public Feedback:
  1. Click Management at the top menu
  2. Hover over Project Configuration and click Feedback
  3. Hover over your Feedback Type, click the Modify pencil
  4. Click Feedback Collaboration Settings
  5. Scroll down and toggle on “Set All Feedback Public By Default”
  6. Click Submit
To set appropriate Feedback Roles:
  1. Click Management at the top menu
  2. Hover over Project Configuration and click Feedback
  3. Hover over your Feedback Type, click the Modify pencil
  4. Click Feedback Roles
  5. Dropdown Team Type and select Participants
  6. Ensure that the correct Participant teams have the following Roles enabled:
    1. Access Predictive Match
    2. Vote For Feedback
    3. Submit Feedback
    4. View Replies
    5. Post Replies
    6. Access Public Feedback
    7. Access Submitted Feedback
  7. Click Submit

You may refer to the Configuring Feedback Collaboration article for more information.

No Feedback without Features

In order for Ted to operate, your product’s Features must be attached to all Feedback tickets. This allows for focused testing Phases based on what’s important to your product. This ensures feedback is easily organized and prioritized in order to optimize your efforts in having the greatest impact possible.

To update your Feedback in bulk to have a Feature:
  1. Click Feedback at the top of your page.
  2. Click into the Feedback Type of the feedback tickets you wish to update.
  3. If you immediately see feedback, that means you’re viewing the Simple List. If so, Click the Switch to Advanced View button at the top of your page.
  4. Select the desired Filter you wish to use (No Filter will execute the Macro on ALL Feedback).
  5. From the Action drop-down menu, select Mass Feedback Modify.
  6. Click the Perform Action button at the bottom of the page.
  7. Adjust any of the settings as desired
    1. In order to mass-edit the Status field:
      1. Check the Adjust Workflow box
      2. Select the new owner team of these pieces of feedback from the first dropdown that appears
      3. Choose the new status in the right-most dropdown.
  8. Click on the Submit button at the bottom of the page to confirm.
  9. Click on the Confirm Macro button, unless Save and Suppress Confirmation were selected prior.
  10. Repeat steps 1-9 until all Feedback in all Feedback Types have been updated

You may refer to the "How Do I Update Feedback in Bulk?" article for more information.

No Custom Participant Surveys

Surveys often create data silos that are inactionable and redundant to other forms of feedback. Ted automatically generates surveys to collect user satisfaction and direct users to provide rich, actionable feedback. In order for Ted to operate, any custom surveys with Participant access must be archived.

To archive your Surveys:
  1. Click Management
  2. Click Surveys
  3. Hover over your active Surveys
  4. Click Archive and confirm
  5. Repeat steps 3 & 4 until all active Surveys are archived

No Active Tasks

Delta Projects don't leverage legacy Tasks, as Ted automatically generates specific features and experiences being tested. If you were to provide Tasks to testers, this would potentially confuse testers, as well as fragment your feedback.

To archive your Tasks:
  1. Click Management
  2. Click Tasks
  3. Hover over your active Tasks
  4. Click Archive and confirm
  5. Repeat steps 3 & 4 until all active Tasks are archived

No Active Legacy Forums

Legacy Forums have been replaced by the far superior collaborative feedback engine. Only fools use forums.

To archive your Legacy Forums:
  1. Click Management
  2. Click Forums
  3. Hover over your active Forums and Forum Groups
  4. Click Archive and confirm
  5. Repeat steps 3 & 4 until all active Tasks are archived

You may refer to the Use Feedback Types to offer a Forum-like Experience article for more information and to help set up your own forums.