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Avatar CFMS 2022 Quarterly Release 2022.04 Acceptance Tests

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Update 1 Summary | Details
Avatar CFMS 2022 is Installed
Scenario 1: Validate Upgrading Avatar CFMS 2021 to 2022 is successful when 2021.00.00 is loaded
Specific Setup:
  • Latest Monthly Release is installed.
Steps
  1. Open the "Product Updates" form.
  2. Select the appropriate [Namespace] from the Application dropdown list
  3. Click [Select Update/Customization Pack].
  4. Browse to the location for the updates and select the Update 1.
  5. Click [OK] on the "File Upload Complete" window.
  6. Click [Review Update/Customization Pack Contents].
  7. Verify Update 1 is included.
  8. Click [Install Update/Customization Pack].
  9. Click [OK] when the install completes.
  10. Click [Close Form].
Topics
• Upgrade • NX
Update 2 Summary | Details
'Account Registration' - Edit an existing account
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Account Registration
  • Close Client Account
  • Delete Closed Account
Scenario 1: Account Registration - Create New/Edit Existing Account
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Dictionary values must be defined for the 'Type of Account' and 'Category of Account' dictionaries in the 'Client Funds Management File' dictionary file.
Steps
  1. Select "Client A" and access the 'Account Registration' form.
  2. Select "Create New Account" in the 'Create New or Edit Existing Account' field.
  3. Enter the desired value in the 'Account Number' field.
  4. Enter the desired value in the 'Description of Account' field.
  5. Select the desired value in the 'Type of Account' field.
  6. Select the desired value in the 'Category of Account' field.
  7. Select the desired value in the 'Determining Medicaid Eligibility' field.
  8. Enter the desired value in the 'Account Start Date' field.
  9. Select the desired value in the 'Is This an Interest-Bearing Account (Y/N)' field.
  10. Enter the desired value in the 'Account Maximum Balance' field.
  11. Enter the desired value in the 'Transaction Posting Notification' field.
  12. Click [Submit].
  13. Select "Client A" and access the 'Account Registration' form.
  14. Select "Edit Existing Account" in the 'Create New or Edit Existing Account' field.
  15. Select the existing account in the 'Existing Account Number' field.
  16. Validate all previously populated values are displayed.
  17. Select any new value in the 'Type of Account' field.
  18. Click [Submit].
  19. Select "Client A" and access the 'Account Registration' form.
  20. Select "Edit Existing Account" in the 'Create New or Edit Existing Account' field.
  21. Select the existing account in the 'Existing Account Number' field.
  22. Validate the 'Type of Account' field contains the new value.
  23. Close the form.
Topics
• Account Registration
Update 3 Summary | Details
'Type of Account Password Maintenance' - Usernames
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Account Registration
  • Type Of Account Password Maintenance
Scenario 1: Account Registration - Create New/Edit Existing Account
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Dictionary values must be defined for the 'Type of Account' and 'Category of Account' dictionaries in the 'Client Funds Management File' dictionary file.
Steps
  1. Select "Client A" and access the 'Account Registration' form.
  2. Select "Create New Account" in the 'Create New or Edit Existing Account' field.
  3. Enter the desired value in the 'Account Number' field.
  4. Enter the desired value in the 'Description of Account' field.
  5. Select the desired value in the 'Type of Account' field.
  6. Select the desired value in the 'Category of Account' field.
  7. Select the desired value in the 'Determining Medicaid Eligibility' field.
  8. Enter the desired value in the 'Account Start Date' field.
  9. Select the desired value in the 'Is This an Interest-Bearing Account (Y/N)' field.
  10. Enter the desired value in the 'Account Maximum Balance' field.
  11. Enter the desired value in the 'Transaction Posting Notification' field.
  12. Click [Submit].
  13. Select "Client A" and access the 'Account Registration' form.
  14. Select "Edit Existing Account" in the 'Create New or Edit Existing Account' field.
  15. Select the existing account in the 'Existing Account Number' field.
  16. Validate all previously populated values are displayed.
  17. Select any new value in the 'Type of Account' field.
  18. Click [Submit].
  19. Select "Client A" and access the 'Account Registration' form.
  20. Select "Edit Existing Account" in the 'Create New or Edit Existing Account' field.
  21. Select the existing account in the 'Existing Account Number' field.
  22. Validate the 'Type of Account' field contains the new value.
  23. Close the form.
Scenario 2: Type of Account Password Maintenance - field validations
Specific Setup:
  • The 'Set Banking System Defaults' form must be populated with "Yes" selected in the 'Password Restriction for Type Of Account' field.
  • Must be logged in as a user that is a system administrator.
  • A client must be enrolled in an existing episode (Client A).
  • Dictionary values must be defined for the 'Type of Account' dictionary in the 'Client Funds Management File' dictionary file (Type A, Type B).
Steps
  1. Access the 'Type of Account Password Maintenance' form.
  2. Click [Select Existing Username].
  3. Validate the 'Username' field contains all defined users.
  4. Select the current user in the 'Username' field and click [OK].
  5. Validate a message is displayed stating: Warning - you are about to modify your current password. Continue?
  6. Click [Yes].
  7. Validate the 'Type of Account' field contains "Type A" and "Type B".
  8. Select "Type A" in the 'Type of Account' field.
  9. Click [Submit].
  10. Select "Client A" and access the 'Account Registration' form.
  11. Select "Create New Account" in the 'Create New or Edit Existing Account' field.
  12. Validate the 'Type of Account' field contains only "Type A".
  13. Close the form.
  14. Access the 'Type of Account Password Maintenance' form.
  15. Click [Select Existing Username].
  16. Validate the 'Username' field contains all defined users.
  17. Select the current user in the 'Username' field and click [OK].
  18. Validate a message is displayed stating: Warning - you are about to modify your current password. Continue?
  19. Click [Yes].
  20. Select "Type A" and "Type B" in the 'Type of Account' field.
  21. Click [Submit].
  22. Select "Client A" and access the 'Account Registration' form.
  23. Select "Create New Account" in the 'Create New or Edit Existing Account' field.
  24. Validate the 'Type of Account' field contains both "Type A" and "Type B".
  25. Close the form.
Topics
• Account Registration • CFMS
Update 4 Summary | Details
CFMS 'Enter Interest Amount For Daily Posting' form is modified to disallow future dates.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Enter Interest Amount For Daily Posting
Scenario 1: Enter Interest Amount For Daily Posting - validate fields
Specific Setup:
  • 'Enter Interest Posting Method' option must be set to 'Daily (Compound) Interest'.
Steps
  1. Open the 'Enter Interest For Daily Posting' form.
  2. Set the 'Through Date' field to a future date.
  3. Ensure the message 'No Future Dates Allowed' displays.
  4. Click [OK] on the message.
  5. Set the 'Through Date' field to a past date (note the date must be the last day of the month).
  6. Set the 'Interest Amount' field to any dollar value.
  7. Click [Submit]. The form will close.
  8. Open Crystal Reports or any SQL reporting tool.
  9. Create a report against SYSTEM.cf_interest_daily_posting_amount table.
  10. Include 'month_year'
  11. Include 'monthly_interest_amount'
  12. Run the report.
  13. Verify the 'month_year' field is populated correctly.
  14. Verify the 'monthly_interest_amount' is populated correctly.
  15. Close the report.
Topics
• CFMS • NX • Enter Interest Amount For Daily Posting • Interest Posting Method