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Avatar CFMS 2022 Update 3

Product Requirements / Recommendations

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Product Update Form Description

An issue is resolved where some usernames may not be visible within the 'Type of Account Password Maintenance' form.

Included Updates

None

Required Updates

None

Details

NEW0 CHANGED0 FIXED1
Fixed (1)
'Type of Account Password Maintenance' - Usernames
Ensure all usernames are visible within the 'Type of Account Password Maintenance' form.
Topics
• Account Registration • CFMS
 
Acceptance Tests

AV-46148 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: 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

 

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