What is Sanity Testing in Software Testing & How to Do It?

Testing is an essential component of the software development life cycle (SDLC) in that it confirms applications are stable, accurate and ready for user interaction. While the other testing approaches, sanity testing in Software testing is one most important things but it becomes ignored. Sanity testing is one of the prime things that manual testers should be thorough with to deliver good quality software.

What is Sanity Testing?

Sanity testing is a quick and focused form of testing that evaluates whether a specific software functionality works as expected after minor code changes or builds. Unlike full regression testing, it's a surface-level check to determine if proceeding with more thorough testing is worthwhile. Think of it as a "quick health check" to ensure the software is stable enough for detailed testing. 

Purpose of Sanity Testing

The key purpose of sanity testing is to confirm that any recent changes (bug fix, enhancement, new feature) have not dispensed with the existing functionality. It acts as a gatekeeper, allowing testers to uncover if there are any major problems to fix before testing more exhaustively and taking up time performing full regression tests. When a sanity test fails the software build, it is not accepted and sent back to the development team for correction without leading to further testing.

Key Characteristics of Sanity Testing

Sanity testing is defined by its specialization, speed, and immediate follow-through. It focuses on specific functionalities instead of the entire app. Because of the focus, this becomes invaluable to make sure that those key parts in your application are not changed and to avoid compromising the user experience and software behaviors.

Difference Between Sanity Testing and Other Testing Types

Before explaining the particular aspects of sanity testing, let us differentiate it from some other test methodologies that confuse when using them.

1. Smoke Testing: Frequently mixed with sanity testing, this type of testing verifies if the essential functions from functionalities of an application run right. Smoke tests include most of the functionality, to make sure that the application is stable enough for further testing. By comparison, sanity tests are looking at areas which have been Modified.
2. Regression Testing: This is a complete assessment of the application to confirm that new code changes did not break any existing functionality. It is a more focused type of testing and only covers a few areas affected by recent changes. Regression tests the whole application whereas sanity focuses on essential functionality after some changes.
3. Functional Testing: Acceptance testing confirms that the software acts according to the documented requirements. Although sanity testing verifies individual functional points, functional testing deals with larger and more complete use cases.

When To Perform Sanity Testing

Sanity testing is typically performed in several key scenarios:

1. After Bug Fixes: Sanity testing makes certain that the bug is fixed and does not impact other parts of an application when developers fix particular problems in the application. This step is very important when your application integrity has been broken due to having made some code changes.
2. Post-Deployment:  When a build moves to a staging or production environment, sanity testing ensures that it still functions. This makes certain the application is deployable + primed for prime time and lets you catch deployment issues early!
3. New Feature Implementation: By notion, sane testing ensures that previous features work fine with any new addition in the development. It acts as a protection layer which ensures that the existing application still functions properly after adding new functionality.
4. Release Candidates: The sanity test is a part final release validating whether the application is ready for deployment or not. It acts as the final sanity check to catch all those bugs that other levels of testing failed to do.
5. After Environment Changes: If testing or production environments are updated, such as operating systems, databases, and hardware between builds, sanity testing can confirm that the application still works.

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How To Do Sanity Testing

Step 1: Identify the Scope

You have to decide on which scope you perform sanity testing before getting started with the sanity testing. This involves identifying:

• Recent Changes: Focus on areas that have undergone modifications, whether they are bug fixes, enhancements, or new features. Understanding what has changed is key to targeted testing.
• Critical Functionalities: this is the set of functionalities (of the application) without which a user cannot use the system as per his/her needs. This can be workflows, critical paths, or high traffic features which the end-user expects to work smoothly.

Step 2: Create a Sanity Testing Checklist

Having a checklist can streamline your testing process. Your checklist should include:

• Key Features to Validate: Identify the essential functions that need verification, such as login processes, data processing capabilities, and critical transactions.
• Specific Functionalities Affected by Changes: Ensure that you highlight the functionalities that have been modified or impacted by recent updates.
• High-Priority User Scenarios: Consider common user paths that are critical to overall performance, focusing on tasks that end-users frequently execute.
• Example: User Interface (UI) Functionality
  • Test Case 1: Verify that the login page loads correctly.
    • Steps
      • Navigate to the login URL.
      • Check if all elements (logo, input fields, buttons) are displayed.
    • Expected Result: All elements should be visible and properly aligned.
  • Test Case 2: Check the functionality of the "Forgot Password" link.
    • Steps
      • Click on the "Forgot Password" link in the login page.
      • Verify that the password recovery page loads.
    • Expected Result: The password recovery page should display correctly.

Step 3: Execute the Tests

1. Test Execution: Methodically run through your checklist, testing each functionality. While the goal is to confirm that everything is working as expected, maintain thoroughness without getting bogged down in unnecessary details. Balance thoroughness with efficiency, as the nature of sanity testing requires quick validation.
2. Record Results: Document your findings diligently, noting any discrepancies or failures encountered during testing. This documentation is crucial for developers to address any issues effectively. Clear recording of results aids in understanding the context of failures and facilitates better communication with the development team.

Step 4: Communicate Findings

After completing your tests, it’s important to communicate your results effectively. Share your findings with the development team, including:

• Any Failures Encountered: Emphasize the impact on the application’s functionality and the severity of the issues discovered.
• Details About Failure Conditions: Provide context regarding the conditions under which failures occurred, enabling developers to reproduce and troubleshoot the issues effectively.
• Suggestions for Further Investigation: If needed, offer insights or recommendations for deeper analysis, guiding the development team in their troubleshooting efforts.

Step 5: Re-test (if necessary)

If any issues are identified, the development team will typically address them, after which you’ll need to re-run the sanity tests to ensure that the problems have been resolved. This re-testing phase is critical to confirm that fixes have not introduced new issues and that the application is now functioning as intended.

Best Practices for Sanity Testing

1. Keep It Simple

Sanity testing should be straightforward and focused. Avoid getting bogged down in unnecessary complexities. Stick to critical functionalities and recent changes to maximize efficiency. Simplicity helps ensure that you stay on track and cover the most important areas of the application.

2. Document Everything

Thorough documentation is key. Maintain a record of your sanity testing process, findings, and any communication with the development team. Good documentation practices enhance the overall testing process and improve collaboration, providing clarity and accountability for both testers and developers.

3. Collaborate with Developers

Work closely with the development team to understand the changes being made. This collaboration can provide valuable insights into which areas require the most attention during sanity testing. Open lines of communication expedite the testing process and improve the quality of feedback, leading to faster resolutions.

4. Use Automated Tools (if applicable)

While sanity testing is often a manual process, consider leveraging automation tools for repetitive tasks or to speed up the process. Automated tools can help you execute tests quickly, especially for large applications, freeing up time for more complex testing tasks that require deeper analysis.

5. Regularly Update Test Cases

And your sanity testing cases should evolve as the application does. Keep the list of top features and update it periodically as new functionalities are being implemented or significant changes in existing ones. Maintaining your tests means you make sure they are still useful and actually testing something…and also helps you to move fast when the application changes.

6. Prioritize Critical Functions

But in sanity testing, you should concentrate on high priority functions which affect the user experience. Concentrate on the basic features that users use most to make them stable and responsive.

7. Establish Clear Success Criteria

Specify your sanity tests "pass" or "fail". Defining clear success criteria reduces ambiguity in the project and ensures that all stakeholders are on the same page with respect to outcomes.

8. Integrate Sanity Testing into CI/CD Pipelines

For this reason, you might also want to consider sanity testing part of your CI/CD pipeline. Embedding sanity tests into the CI/CD flow can automate most of the sanity-tests enabling quicker validation for changes made in the development lifecycle.

Challenges in Sanity Testing

While sanity testing is beneficial, it’s not without its challenges:

1. Limited Scope: The focused nature of sanity testing means it can miss broader issues that might arise during extensive testing phases. A narrow focus can lead to overlooking interconnected features and how they might be affected by changes.
2. Time Constraints: As this is intended as a quick test, you may be inclined to get through the building process faster and overlook something. Ensuring thoroughness while keeping pace can be a high-wire act, and efficient use of time and resources is required.
3. Documentation Overload: Documenting in full detail is time-consuming especially when working in a quickly evolving development operation. Match pace with the right level of detail for the team so as to not be overwhelming.
4. Dependency Issues: At times, the changes in one part of the application are being reflected in other areas as well with unpredictable results. Your vigilance must be sharp too — some dependencies are sneaky and go unnoticed, slowly building up and creating complex problems in interconnected functionalities.
5. Test Environment Stability: If the testing environment is unstable, it can lead to inconsistent results during sanity testing. So, Ensure that the test environment mimics production closely

Final Thoughts

So, sanity testing is not only one of the checkboxes on your testing checklist; it is a must-follow guidance in the process of delivering high-quality software. This technique is critical for competent manual testing, for without it we would not be able to determine their basic operational functions that are still working when the rest of the software has moved on.

In short, sanity testing is used to ensure the functionality of a newly added feature or built into already existing software to get an understanding of whether the bug has been fixed or whether other issues have appeared. We can achieve this by knowing its intent, deploying it correctly and fine-tuning our practices over and over again - to maintain or even exceed user standards. We should be proud of being testers, quality guru and protector of the user experience in a continuously remodeling digital world.

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