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Testify Feature Index

Configure instead of program. With the modular system

Digital checklists

Dependencies on Fields

Have inspections and sections appear based on fields in the inspection object or checklist, not just on inspection results. This way, a template adapts to every inspection object and every application.

Calculation Checks

Have values calculated automatically: mean, sum, minimum, maximum, standard deviation, or a custom formula. Threshold values also apply to the result.

Data Fields

Hidden fields retrieve data from your third-party systems and are available in the checklist and report.

Graduation Requirements

Specify when a checklist may be marked as complete: for example, only when 100% of the items have been processed, with no outstanding defects, or with one defect for each failed test.

Apply the latest test result

View the results of the last inspection on the same test item, or apply them with a single click.

Exam Scan

Use the scan to go directly to the correct inspection. If desired, an inspection can be unlocked only after the scan is complete. This ensures that the inspector is on site.

Automatic Navigation

After each entry, the app automatically moves to the next test, page, or section.

Handover in the Checklist

Hand off a checklist to another person or group in the middle of the process, for example, for approval by the shift supervisor.

Control Simultaneous Processing

Specify whether multiple people can work on a checklist at the same time or only one person.

Formatted Test Instructions

Use bold text, lists, and links in your descriptions to ensure that test instructions are easy to read.

Starting Score

Start with a fixed point total and deduct points for any deviations. Ideal for audits based on the deduction principle.

Print Preview

Print out a blank checklist as a paper form, for example, for training sessions or as a backup solution.

Tags for Templates

Tag your templates to find the right one faster.

Exam Categories

Assign tests to categories and evaluate results across multiple checklists for each category.

Checklist Metadata

Enter structured supplementary data for the checklist and use it in your own report templates.

Reopen

Reopen completed checklists and defects as needed. The permissions for this are separate for completed, verified, and deleted entries.

Scoring

Enter your individual evaluation system for your checks and award points for each possible answer.

Geoposition

Get more insight into your location data. You can specify and retrieve the exact coordinates in real time.

Dynamization

Map complex and nested workflows simply and efficiently. The relevant checks are opened on the basis of check results. Your users only see what is really relevant.

Timeline

In the timeline you will find status changes, assignments and the time of the changes in the respective checklist.

Templates

Create checklist templates based on the checklists you have created.

Signature

Sign completed checklists to ensure legal compliance and traceability.

Restriction to users, groups and test objects

Checklists can be restricted both at object level and at user level.

Assignment of test equipment to checks

Dedicated measuring equipment that is necessary for the inspection can be identified for the performance of checks.

Warning limits

It is possible to define tolerance limits for check types and to give the user an immediate message in the event of deviations.

Automatic versioning

Testify automatically records which changes were made to the checklist, by whom and at what time.

Pages and Sections

You can divide checklists into pages, sections and checks and thus create a checklist structure according to your usual checklist requirements.

Diverse check types

Define various check types such as photo upload, multiple choice, numerical, time duration, calculation with upper and lower limits, single choice, date, selection of a configured test object, logical, text and document.

Standardized checklist templates

Use checklist templates again and again and make changes in one place.

Standardized field service checks

Document defects, deviations and test data directly on site and keep an overview.

Definable tolerance limits

Different validation types can be stored for each check in order to mark negative input values.

Dynamic checklists

Depending on the test results, new tests and sections can be added or hidden dynamically.

Revision history

The latest checklists are always available in Testify and it is ensured that all employees are working on the latest version.

Signatures Signature

Approve test reports with the signature function provided.

Selection of various data fields as checks

Whether numerical, multiple choice, text fields or calculations. You have the flexibility to manage your checks.

PDF export of test reports

Conveniently export audit-proof test reports and logs with all relevant information as PDF files.

Release processes

Whether document approval or checks and inspection rounds. Create individual approval processes in Testify.

Individual roles and authorization concepts

Create and manage individual authorizations and map your organizational structure 1:1.

Intuitive operation thanks to Google Material Design

We place the highest value on perfect usability. Thanks to Google Material Design, no questions remain unanswered when it comes to the UX.

Flexible customization of given checklists

Extensions of given standard EHS checklists without restrictions

Defect management

Similar defects

When you enter a report, Testify highlights similar existing issues. This helps you avoid duplicate reports.

Required Fields by Status

Specify which details are required when recording, resolving, or verifying a defect, such as a photo, description, or comment.

Resolution Time and Comments

Document how long it took to resolve the issue and exactly what was done.

Image Editing

Highlight and label photos directly in the app so that everyone can immediately identify the defect.

Define tasks directly from defects

A shortage can result in multiple tasks in the company. These tasks can be recorded individually as tasks and distributed individually.

Export deficiency report

Reports can be conveniently exported as PDFs for each defect and contain all the important information about the defect.

Media upload

Photo and video documentation is used to open the camera mode of the mobile device when a defect is created. The photo can also be edited in the app. Any documents can also be uploaded.

Additional information

The severity, status, due date and description help to document data on the defect in a structured way.

User-defined fields

With the help of user-defined fields, additional information can be recorded in a structured form.

Affected component

If a list of components of a test object is configured, the affected component can be selected for the defect.

Mapping of responsibilities

Recorded defects and defect categories can be automatically assigned to a defined user group or individual responsible users.

Defect documentation

Record defects right where they occur: using a smartphone, tablet, or computer, including photos, category, and responsibility.

Task & action management

Tasks and measures can be documented and processed in Testify.

Integrated defect management

Defects can be quickly and easily recorded and processed in the checklist version.

Structured task management

Keep track of all tasks that need to be completed or have already been completed in task management.

Photo and video documentation

Document defects with the integrated photo and video documentation in your checklist.

Test equipment and test object management

Test Object Hierarchy

Represent facilities, buildings, or machines as a tree with subcomponents. Restrictions and deactivation can be applied to subobjects.

Bill of Materials

Define bills of materials for each test object or test object type, and when a defect is found, select the affected part directly.

Transfer Test Results to the Test Object

Automatically enter test results into fields in the test object, such as the meter reading or the last test date.

Data import and export

Thanks to full integration into your system landscape, you only have to maintain data in one place and can retrieve it in Testify or another primary system.

Digital collaboration

My Responsibilities

All checklists and issues assigned to you at a glance—even offline.

Subscriptions

Track individual test items, checklists, or defects, and receive notifications when changes are made.

Shareable Links

Share links to filtered lists or individual entries. On a smartphone, they'll open the app directly.

Our Own Mail Server and Our Own Content

Send notifications via your own mail server (SMTP) using your domain, and customize the text.

Release processes according to ISO 9001

Create individual approval processes for checking and approving documents or process steps.

Integrated search

Find created defects and tasks in the integrated search.

Document backup

Upload documents directly to Testify and file them with your master data, checklists or defects.

In-App Comments

Add comments, questions or queries directly in the app. Your colleagues will be notified.

Notifications

Employees receive real-time notifications about the individual test reports and tasks.

Speech-to-text

Gloves or dirty hands prevent documentation? Thanks to the integrated voice control, comments and descriptions can be written without keyboard input.

Roles and authorization concepts

Create and manage custom permissions and replicate your organizational structure exactly.

Mobile networking

Read GS1 and JSON codes

Scan a GS1 or JSON code directly into a text check. You specify in advance which attributes will be included. Testify automatically detects what type of code was scanned.

NFC

Identify test items directly with your smartphone using an NFC tag.

Mobile Device Management

Distribute the app through your mobile device management system. The server address is automatically pre-filled.

Mobile app

Testify is available as an app for every mobile device via the App Store.

Automatic translations with AI

Have your checklists automatically translated into over 10 languages.

System-independent

Whether on a desktop via browser or on a mobile device (iOS & Android), Testify works with the full range of functions on your existing hardware.

Photo and video documentation

Document defects with the integrated photo and video documentation in your checklist.

QR code & RFID scanner

Using RFID, QR code, barcode and data matrix code, the correct test can be scanned quickly and easily by the device.

Image & media support

Images, videos and documents can be captured with one click and stored directly on site as an attachment.

Multilingualism

Whether checklists or user settings. Thanks to translation management, checklists with a database can be translated into a wide variety of languages.

Offline capability

Even without an active internet connection, checklists can be easily edited and are synchronized when connected to the cloud.

Workflow management

Upload a PDF to SharePoint

A workflow automatically saves completed inspection and defect reports to your SharePoint.

Workflows

Automate processes without programming: If a checklist, a defect, or an inspection item changes, Testify initiates the appropriate action—delayed if desired. Every execution is logged.

Time-Based Workflows

Schedule actions to run on a fixed schedule, such as daily at 6 a.m. or every Monday.

Periodic Allocations

Assign checklists to recur automatically: daily, weekly, monthly, or at a schedule you set. Exceptions, such as holidays, are taken into account.

Multiple Actions

Close, verify, open, or remove multiple checklists at once.

Bundle and Execute

Start checklists for multiple test objects at the same time and work through them all in one go.

Calendar Invitations

Workflows send appointments as calendar invitations and cancel them as needed.

Multiple assignment

You can use multiple actions to assign several checklists at the same time. Create a comprehensive process chain in the shortest possible time and save valuable time in the process.

Specification of verification processes

Mandatory signature when completing checklists.

Automatic assignment to users and groups

When recording defects or checklists, responsible users or groups can be assigned automatically.

Events & Action Trigger

Define automatic workflows based on checklists, defects or test objects, taking selected parameters into account.

Business Analytics & Reporting

Compiled PDF

Compile multiple checklists and defects into a single PDF, grouped by inspection item or category, and sign it digitally.

PDF Log Profiles

Customize your test reports yourself: header and footer, cover page, table of contents, image size, and the content that appears. Additional PDFs can be attached.

Company logo in the report

Your logo and company information will automatically appear on every report.

Integrate External Dashboards

View any external reports directly in Testify—not just Power BI.

Data Warehouse

Your data is stored in a data warehouse in a processed format. Power BI reports are updated automatically.

Integration of individual analysis tools

It is possible to use individual reporting tools to analyze and evaluate process data.

Evaluations via Power BI

Data is analyzed in real time and made available in clear dashboards in the tool.

Analysis & real-time reporting

Fully informed despite physical or local separation. Keep an eye on your key figures with the integrated dashboards.

System integration with REST API

Webhooks

Send events in real time to any system, with custom headers, encrypted secrets, and a timeout.

AI Assistant (MCP)

Connect AI assistants like Claude to Testify. The AI reads and edits checklists, defects, and templates, always using the user's permissions.

OData Interface

Connect Excel, Power BI, and other tools directly to your Testify data via OData.

Personal API Keys

Each user can generate their own API keys to securely connect scripts and integrations.

Record external sensor measured values

Connect external sensors and automatically record measurement data directly in your checklist.

Export to third-party systems

The results of the checklists, test reports etc. can be automatically transferred to a third-party system of your choice as required.

Standardized API frameworks

Standard API frameworks are provided for simple independent interface connection.

Plugin integration

Integrate your external software into Testify for an even more comprehensive user experience. For example, you can integrate your remote support or visualize your GPS data.

ERP connection and integration

Testify can be easily integrated into the existing IT landscape via interfaces and REST API.

Data import and export

Thanks to full integration into your system landscape, you only have to maintain data in one place and can retrieve it in Testify or another primary system.

Security & Infrastructure

Entra ID User Synchronization

Automatically import and synchronize users from Microsoft Entra ID, including field mapping.

Other Login Methods

In addition to Entra ID, Testify also supports OpenID Connect and Azure AD B2C.

Microsoft Silver Competency

Testify is a Microsoft Silver Competency partner.

Encrypted communication

Communication within Testify is encrypted via TLS.

Semi-annual release updates

Testify receives a new update every six months with better, even more powerful functions and stabilizations

Georedundant backup planning

To avoid dependency on one data center, the data can be mirrored in another data center if required.

MS Entra ID Single Sign on (SSO)

Login data for users can be taken directly from the company's MS Entra ID (formerly Active Directory).

Multi-client capability

Custom design for each client

Customize the colors and favicon to match your corporate identity.

Tenant manager

Tooling for easy import and export of entities in Testify.

Evaluations across several clients

Real-time performance analysis across multiple clients.

Separate clients

Individual design of the multi-tenant structure and fast switching between different tenants.

Your free potential discussion

Sebastian Spindler, Managing Director of Testify
Before you start thinking about software, you should know where the greatest leverage lies.

In a 45-minute remote conversation, our industry experts identify the greatest efficiency potential in your testing processes and show you what can be realized with Testify.
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Industry-specific solutions
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