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Creating a Software Checklist

Software Checklists

Creating a New Software Checklist

  1. Log into AMP
  2. Activate the Create Checklist link from the Dashboard
    • Checklists can also be created from the main Checklists tab of AMP
  3. The Create Checklist modal dialog opens

  1. Enter the checklist information to create the desired checklist:
    • Name - This will be the desired name for the checklists. It is important to include the official marketing name of the application or driver in the checklist title. For example (Remove <> symbols):
      • <Official Product Name> <(Lenovo PN)> <Version, if status is unique><OS, if status is unique>
      • ThinkPad T420
      • ThinkPad UltraBase Series 3 (0A33932)
      • Lenovo Preferred Pro USB Keyboard (73P5220)
      • Lenovo SimpleTap 1.2
      • ThinkPad Presentation Director 2.0 Windows 7
    • Target Project - This is the location within the VPAT Management System that the checklist will be stored. Checklists are organized through the use of projects.
    • Checklist Type - This is the identifier of the type of checklist that is being created. This identifier will later assist Parent Document Creators with the checklist selection / bundling process. This will create all of the required checklists based on the required checklist standards.
    • Third Party - This check box will be activated in the event that this checklist is created based on any third party component (i.e. software). When selected the checklist creator will not be required to perform any accessibility testing. Third party checklists will simply be used as a place holder, and the checklist name will appear in the VPAT Comments when added to a Parent Document.
    • Checklist Comments - This is a text area which will allows any notes or comments regarding the checklist to be added for future reference. This is not a required field.
  2. Activate the Make It Happen button.

 

Functionality Questionnaire

  1. Activating the Make it Happen button on the Create Checklist dialog will open the Functionality Questionnaire dialog
  2. The Functionality Questionnaire, part of the new Communications and Video Accessibility Act (CVAA) requirements, is a mandatory part of creating a Software Checklist.
    • Closing out of the Functionality Questionnaire will bring you to the Checklists Home - [Name given to Checklist] screen with the only available tabs being the Overview and Functionality Questionnaire tabs. The remaining tabs will appear once the Functionality Questionnaire is completed
  3. The Functionality Questionnaire contains yes or no questions to determine if any functionality of the product or service falls under the scope of the CVAA.
  4. Fill out the questionnaire answering each question according to the item that is being testing.
  5. When complete, activate the Make it Happen button.

 

Checklist Overview

The Overview tab provides a number of basic details about the report in the Checklist Data section as well as access to the Edit link

Checklist Data

  • Name: The name given to the checklist when it was created.
  • Checklist Owner: This is the user that will have ownership of the checklist. This defaults to the user creating the checklist, but can be assigned to another user within the VPAT Management System.
  • Technology Platform: The Technology platform defined when the report was created.
  • Standards: Lists the standards that this item must be tested under, based on the information that has been provided through the Create Checklist dialog and the Functionality Questionnaire. It also provides the current testing state of each standard
  • Description:Notes and comments regarding the checklist added by the checklist owner.
  • Checklist State: What state the checklist is currently in.
    • In Progress - Testing is not complete
    • Completed - Testing is complete for each checklist sub tab
    • Finalized - Testing is completed and the checklist is locked down in a read only state
  • Created: The date the checklist was created.
  • Checklist Type: The checklist type determined when the checklist was created.
  • Third Party: Whether or not the item being tested is a third party product (Software Checklists only).

 

Design Checklist

Like the Functionality Questionnaire the Design Checklist is a mandatory step in creating a checklist (Except 3rd Party Software Checklists). The remaining standard tabs will not appear until the Design Checklist is completed.

The Design Checklist tab is comprised of a four column table

  • Best Practice These are the best practices that need to be reviewed during the design phase of a product
  • Answer The answer given during the Design Checklist testing
    • Native Implementation - The best practice will be addressed directly in the Lenovo product.
    • Accessible API - Accessibility is met by leveraging accessibility features of the operating system/API.
    • Non-Achievable - Conformance with the best practice is “not achievable” as defined by the CVAA.
      • This will require secondary documentation surrounding the determination of non-achievability.
    • Not Applicable - The best practice is not applicable in the context of the product.
  • CommentAny comments made during the Design Checklist testing
  • Actions Provides the test/edit icon for each best practice

 

Completing the Design Checklist

  1. Select the test icon (Green Checkmark) for the first best practice in the table
  2. The Edit Design Checklist Violation dialog opens 
  3. Select and Answer for the best practice
  4. Add a comment for the best practice
    • A comment is only required when the "Non Achievable" answer is selected. This also sends an email notification to a Lenovo administrator.
  5. Select the Make it happen button
  6. Repeat the process for all best practices within the Design Checklist
  7. Activate the checkbox labeled "The Design Checklist was completed during the design phase of this product" to complete the Design Checklist

Standards Tabs

Once both the Functionality Questionnaire and the Design Checklist any other applicable standards, as determined by the the previous checklists and the information determined when creating the checklist, will populate as tabs next to the Design Checklist tab.

  • These are referred to as "Checklist sub tabs"

Completing Checklist Testing

  1. Log into AMP.
  2. Create a new checklist, or open an existing checklist that is not Third Party.
  3. Navigate to a Checklist sub tab, this page will consist of a four column table:
    • Criteria: Each Criteria row consists of one standards paragraph that must be tested for.
    • Supports: Once Testing on the paragraph has been done this field will populate with either Passed, Failed or Not Applicable
    • Remarks and Explanations: Will display the comments made during testing.
    • Actions: When testing has not been done this will display the test icon. When testing has been done on the paragraph it will display the edit icon
  4. Select the test icon (green check mark) for any paragraph or accessibility requirement.
  5. Provide testing comments and result for each paragraph of the selected accessibility standard. Comments are required for all "Pass" or "Flag" testing results. Be very specific on your comments. Please try and describe how the product "meets" or "does not meet" the accessibility requirements. Avoid the use of acronyms and names of non-Lenovo products other than the operating system. Remember that the final VPAT is a legal document that represents Lenovo
    • Fail: Indicates that there is an accessibility violation for the selected requirement.
    • Pass: Indicates that there is no accessibility violation, all requirements are met.
    • N/A: Current requirement does not apply to the current checklist. This result does not require any comment or description.
  6. Once each requirement is provided with a test result the Checklist sub-tab will be marked as Completed on the Checklist Data section of the Overview tab

 

Editing / Copying Software Checklists

Edit Checklist Details

  1. Log into AMP
  2. Select a checklist name to open the checklist
  3. Navigate to the Overview tab (default)
  4. Open the Edit menu 
  5. Choose the Edit Checklist Details link
  6. The Edit Checklist dialog will open. This dialog is comprised of:
    • Name The current name of the checklist
    • Checklist Owner Allows the Checklist owner to be changed, this is done through a drop down menu that lists allowed owners
    • Target Project This is the location within the VPAT Management System that the checklist will be stored. Checklists are organized through the use of projects
    • Checklist Type Non modifiable field that shows the type of checklist
    • Checklist Comments This is a text area which will allow the user to make any notes or comments regarding the checklist for future reference. This is not a required field
    • Finalized Option to finalize the checklist. This locks the checklist so no further edits can be made, and it can only be finalized after all the Checklist sub tabs have been completed
    • Standards: List the standards that this item must be tested under

 

Checklist Permissions

  1. Log into AMP
  2. Select a checklist name to open the checklist
  3. Navigate to the Overview tab (default)
  4. Open the Edit menu
  5. Choose the Checklist Permissions link
  6. The Checklist Permissions dialog will open. This dialog is comprised of:
    • Name and E-mail of user
    • Check box for Read checking the box will give the user read access to the checklist
    • Check box for Write checking the box will give the user write access to the checklist
  7. To leave the Checklist Permissions dialog by activating the close dialog icon in the the top right of the dialog

 

Checklist History

  1. Log into AMP
  2. Select a checklist name to open the checklist
  3. Navigate to the Overview tab (default)
  4. Open the Edit menu
  5. Choose the Checklist History link
  6. The "View Checklist Transaction History" page will load, this page is comprised of:
    • E-mail: Provides the E-mail address for the user who made a change to the checklist
    • Description: Provides a description of the change that was made
    • Date: Provides the date the change was made

 

Copying

  1. Log into AMP
  2. Select a checklist name to open the checklist
  3. Navigate to the Overview tab (default)
  4. Open the Edit menu
  5. Choose Copy Checklists and supply the following information:
    • Target Project - This is the location within the VPAT Management System that the checklist copy will be stored. Checklists are organized through the use of projects.
    • Target Checklist Name - This will be the desired name for the checklist copy. It is important to include the official marketing name of the application or driver in the checklist title. For example (Remove <> symbols):
      • <Official Product Name> <(Lenovo PN)> <Version, if status is unique><OS, if status is unique>
      • ThinkPad T420
      • ThinkPad UltraBase Series 3 (0A33932)
      • Lenovo Preferred Pro USB Keyboard (73P5220)
      • Lenovo SimpleTap 1.2
      • ThinkPad Presentation Director 2.0 Windows 7
    • Checklist Owner - This is the user that will have ownership of the checklist. This defaults to the user creating the checklist, but can be assigned to another user within the VPAT Management System.
    • Standard - This is a list of all active accessibility standards for the checklist
    • Description - This is a text area which will allow the checklist creator to record any notes or comments regarding the checklist for future reference. This is not a required field.
  6. Select the Copy Button

 

Deleting

Deleting a checklist required write access to the checklist

  1. Log into AMP
  2. Select a checklist name to open the checklist
  3. Navigate to the Overview tab (default)
  4. Open the Edit menu
  5. Choose Delete Checklist
  6. Select the Make it happen button

 

Good Testing Comment Examples

CriteriaFlag / Pass / N/ARemarks / Comments
Controls and Keys shall be tactiley discernible without activating the controls or keys. Pass Product meets criteria. Keys are large and easily discernible by position without activating them.
Applications shall not override user selected contrast and color selections and other individual display attributes Pass Product meets accessibility criteria. High contrast mode functions for all Windows operating system applications in the product are useable.
 
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