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Avatar CWS 2024 Monthly Release 2024.00.00 Acceptance Tests

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Update 1 Summary | Details
2024 Update installation
Scenario 1: Validate Upgrading Avatar CWS 2023 to 2024 is successful when 2023.04.00 is loaded
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
Update 4 Summary | Details
Vitals Quick Action - Flags and warnings
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Quick Actions Page
  • CWS Vital Signs Setup
Scenario 1: Validate the 'Quick Vitals' quick action
Specific Setup:
  • A client must be enrolled in an existing episode (Client A)
  • 'Quick Vitals' Quick Action must be assigned to the user in the 'NX View Definition' form.
  • This is for Avatar NX systems only.
  • A client must be over the age of 18 and must be enrolled in an existing episode (Client B).
  • A client must be between the ages of 12-18 and must be enrolled in an existing episode (Client C).
  • Using the form "CWS Vital Signs Setup"
  • Enter in rules or warnings to enforce, such as Blood Pressure Systolic must be in the range of 112-120 for clients who are over the age of 18.
  • Enter a rule that clients of all ages must have a temperature in Fahrenheit degrees of 98.0 - 99.0.
Steps
  1. Select "Client A" and access the 'Client Dashboard'.
  2. Navigate to the 'Quick Vitals' quick action.
  3. Click [Quick Vitals - Add].
  4. Validate "Diastolic" is spelled correctly.
  5. Enter the desired value in the 'Systolic' field.
  6. Validate the 'Diastolic' and 'Position' fields are required.
  7. Populate the desired fields and click [Save].
  8. Validate the 'Quick Vitals' quick action contains "Vitals last entered: [current date and time]".
  9. Click [Quick Vitals - Add].
  10. Populate the desired fields and click [Save].
  11. Validate the 'Quick Vitals' quick action contains "Vitals last entered: [current date and time]".
  12. Click [Quick Vitals - Add].
  13. Populate the desired fields and click [Save].
  14. Validate the 'Quick Vitals' quick action contains "Vitals last entered: [current date and time]".
  15. Click [Close].
  16. Select "Client B" and access the 'Client Dashboard'.
  17. Navigate to the "Quick Vitals" quick action.
  18. In the quick action, enter values that will cause warnings because fields are over/under limits set in "CWS Vital Signs Setup" form.
  19. Validate the fields whose values are outside of the limits set display the data value in red text and that warning messages indicating that fields are outside of the limits when you attempt to "Save" the data.
  20. Access the 'Vitals Entry' form.
  21. Select the 'Vitals Report' field.
  22. Click [Start Date Y].
  23. Click [Start Date T].
  24. Enter any value in the 'Start Time' field.
  25. Enter any value in the 'End Time' field.
  26. Select "All" in the 'Vital Sign(s) for Report' field.
  27. Click [View Report].
  28. Validate the report contains the entries filed in the previous steps.
  29. Click [Close Report].
  30. Close the form.
Assessment Mapping - Treatment Plans mapped to Progress Notes (Group and Individual)
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Assessment Mapping
  • Admission (Outpatient)
  • Clinical Assessment
  • Treatment Plan
  • Flag Assessment Forms
  • Assessment Code Mapping
  • Progress Notes (Group and Individual)
Scenario 1: Treatment Plan - validate 'Assessment Mapping'
Specific Setup:
  • Must have a user defined assessment for testing with a 'Strengths' field (Assessment A).
  • A client must be enrolled in an existing episode (Client A).
  • Using the "Flag Assessment" form
  • Flag the "Progress Notes (Group and Individual)" form as a form that can be mapped.
  • Using the "Assessment Mapping" form
  • Map the "Treatment Plan" form fields "Strengths", "Weaknesses", "Discharge Plan" to fields on the "Progress Notes (Group and Individual)" form.
Steps
  1. Access the 'Assessment Mapping' form.
  2. Select "Treatment Plan" in the 'Map Code for Use In' field.
  3. Select "Assessment A" in the 'Form to Map' field.
  4. Select "Strength" in the 'Map To' field.
  5. Select "Strengths" in the 'Assessment Field' field.
  6. Click [Save Mapping] and [OK].
  7. Close the form.
  8. Select "Client A" and access "Assessment A".
  9. Populate all required and desired fields.
  10. Enter "Test Strengths" in the 'Strengths' field.
  11. Click [Submit].
  12. Select "Client A" and access the 'Treatment Plan' form.
  13. Populate all required and desired fields.
  14. Validate the 'Strength' field contains "Test Strengths".
  15. Click [Submit].
  16. Select "Client A" and access "Assessment A".
  17. Click [Add] to add a new record.
  18. Populate all required and desired fields.
  19. Enter "New Test Strengths" in the 'Strengths' field.
  20. Click [Submit].
  21. Select "Client A" and access the 'Treatment Plan' form.
  22. Click [Add] to add a new record.
  23. Populate all required and desired fields.
  24. Validate the 'Strength' field contains "New Test Strengths".
  25. Click [Submit].
  26. Select "Client A" and open the "Progress Notes (Group and Individual)" form.
  27. Create a new progress note making sure to populate the fields that are mapped to the "Treatment Plan" form through "Assessment Mapping".
  28. Complete the progress note.
  29. Select "Client A" and open the "Treatment Plan" form.
  30. Validate the "Strengths", "Weaknesses" and "Discharge Plan" fields are populated with the values from the fields mapped to "Progress Notes (Group and Individual)" form.
Topics
• NX • Quick Actions • Treatment Plan • Progress Notes • Assessment Mapping
Update 11 Summary | Details
Progress Notes (Group and Individual) - Autosave
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
  • Ambulatory Progress Notes
Scenario 1: Progress Notes (Group and Individual) - Validate autosave functionality
Specific Setup:
  • Autosave must be enabled on the 'Progress Notes (Group and Individual)' form.
  • A client is enrolled in an existing episode and has a treatment plan on file (Client A).
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Enter "Client A" in the 'Select Client' field.
  3. Select the desired episode in the 'Select Episode' field.
  4. Select the desired group in the 'Group Name or Number' field.
  5. Select "Independent Note" in the 'Progress Note For' field.
  6. Select the desired value in the 'Note Type' field.
  7. Enter the desired value in the 'Notes Field' field.
  8. Select "Final" in the 'Draft/Final' field.
  9. Click [Backup Form] and close the form.
  10. Access the 'Progress Notes (Group and Individual)' form.
  11. Validate a 'Restore/Delete Backup Data' dialog is displayed.
  12. Select the progress note backed up in the previous steps and click [OK].
  13. Validate the 'Select Client' field contains "Client A".
  14. Validate the 'Select Episode' field contains the episode selected in the previous steps.
  15. Validate the 'Group Name or Number' field contains the group selected in the previous steps.
  16. Validate the 'Progress Note For' field contains "Independent Note".
  17. Validate the 'Note Type' field contains the value selected in the previous steps.
  18. Validate the 'Notes Field' field contains the value entered in the previous steps.
  19. Click [File Note].
  20. Validate a "Progress Notes" message is displayed stating: Note Filed.
  21. Click [OK] and close the form.
Scenario 2: Progress Notes (Group and Individual) Copy - Validate autosave functionality
Specific Setup:
  • A copy of the 'Progress Notes (Group and Individual)' form must be defined.
  • Autosave must be enabled on this form in 'Set System Defaults'.
  • A client is enrolled in an existing episode (Client A).
  • A group is defined in 'Group Registration'.
Steps
  1. Access the 'Progress Notes (Group and Individual) Copy' form.
  2. Enter "Client A" in the 'Select Client' field.
  3. Select the desired episode in the 'Select Episode' field.
  4. Select the desired group in the 'Group Name or Number' field.
  5. Select "Independent Note" in the 'Progress Note For' field.
  6. Select the desired value in the 'Note Type' field.
  7. Enter the desired value in the 'Notes Field' field.
  8. Select "Final" in the 'Draft/Final' field.
  9. Click [Backup Form] and close the form.
  10. Access the 'Progress Notes (Group and Individual) Copy' form.
  11. Validate a 'Restore/Delete Backup Data' dialog is displayed.
  12. Select the progress note backed up in the previous steps and click [OK].
  13. Validate the 'Select Client' field contains "Client A".
  14. Validate the 'Select Episode' field contains the episode selected in the previous steps.
  15. Validate the 'Group Name or Number' field contains the group selected in the previous steps.
  16. Validate the 'Progress Note For' field contains "Independent Note".
  17. Validate the 'Note Type' field contains the value selected in the previous steps.
  18. Validate the 'Notes Field' field contains the value entered in the previous steps.
  19. Click [File Note].
  20. Validate a "Progress Notes" message is displayed stating: Note Filed.
  21. Click [OK] and close the form.
Topics
• Progress Notes • Auto Save
Update 13 Summary | Details
Disclosure Management - View attached document
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Disclosure Management Configuration
  • Document Routing Setup (PM)
  • Progress Notes (Group and Individual)
  • Disclosure Management
Scenario 1: Disclosure Management - Validating notes from the authorized episodes in the 'Disclosure Management' report - Document Images Authorized For Disclosure
Specific Setup:
  • Disclosure Management Configuration:
  • The 'Valid Attachment Type' field is set to '(Avatar CWS) Progress Notes (Group and Individual) /EPISODE BASED' or any other document to be used. Note the document selected.
  • Document Routing Setup:
  • The document routing is set up for the document identified above.
  • Admission:
  • A new client is admitted to the desired program. Note the client id, admission date, admission program.
  • Progress Notes (Group and Individual):
  • A progress note is filed for the client / episode. Note the date when progress note filed.
  • Append Document:
  • Append a document to the progress note filed in the previous step.
Steps
  1. Open the 'Disclosure Management' form.
  2. Enter a date in the ‘Request Date’ field.
  3. Enter a date in the ‘Request Information Start Date’ field.
  4. Enter a date in the ‘Request Information End Date’ field.
  5. Select the topmost Document Image in the ‘Requested Document Images’ field.
  6. Enter an organization name in the ‘Organization’ field.
  7. Go to the ‘Authorization’ section.
  8. Enter a date in the ‘Authorization Start Date’.
  9. Enter a date in the ‘Authorization End Date’.
  10. Click the ‘Update Document Images Authorized For Disclosure’ button.
  11. Select the ‘Document Image’ row and set the ‘Authorized’ field to ‘Yes’.
  12. Click the ‘Save’ button.
  13. Click the ‘Refresh Document Images’ button.
  14. Verify the previously selected document displays as ‘Authorized’ in the ‘Document Images Authorized For Disclosure’.
  15. Go to the ‘Disclosure’ section.
  16. Enter a date in the ‘Disclosure Date’ field.
  17. Enter a time in the ‘Disclosure Time’ field.
  18. Select the document image in the ‘Disclosure Images’ field.
  19. Click the ‘Process’ button.
  20. Click the ‘Disclose’ button.
  21. Verify the disclosure information displays for the previously selected document image.
  22. Click the ‘Cancel’ button to return to the ‘Disclosure’ section.
  23. Click the ‘Submit’ button to file the record.
  24. Click ‘Yes’ to return to the pre-display.
  25. Click the ‘Add’ button to create another record.
  26. Enter a date in the ‘Request Date’ field.
  27. Enter a date in the ‘Request Information Start Date’ field.
  28. Enter a date in the ‘Request Information End Date’ field.
  29. Select both Document Images in the ‘Requested Document Images’ field.
  30. Enter an organization name in the ‘Organization’ field.
  31. Go to the ‘Authorization’ section.
  32. Enter a date in the ‘Authorization Start Date’.
  33. Enter a date in the ‘Authorization End Date’.
  34. Click the ‘Update Document Images Authorized For Disclosure’ button.
  35. Select each ‘Document Image’ row and set the ‘Authorized’ field to ‘Yes’.
  36. Click the ‘Save’ button.
  37. Click the ‘Refresh Document Images’ button.
  38. Verify the previously selected documents display as ‘Authorized’ in the ‘Document Images Authorized For Disclosure’.
  39. Go to the ‘Disclosure’ section.
  40. Enter a date in the ‘Disclosure Date’ field.
  41. Enter a time in the ‘Disclosure Time’ field.
  42. Select the document image in the ‘Disclosure Images’ field.
  43. Click the ‘Process’ button.
  44. Click the ‘Disclose’ button.
  45. Verify the disclosure information displays for the previously selected document images.
  46. Click the ‘Cancel’ button to return to the ‘Disclosure’ section.
  47. Click the ‘Submit’ button to file the record.
  48. Click ‘No’ to exit the form.
Scenario 2: Disclosure Management - Validating notes from the authorized episodes in the 'Disclosure Management' report - Chart items authorized for disclosure
Specific Setup:
  • Disclosure Management Configuration:
  • The 'Valid Attachment Type' field is set to '(Avatar CWS) Progress Notes (Group and Individual) /EPISODE BASED' or any other document to be used. Note the document selected.
  • Document Routing Setup:
  • The document routing is set up for the document identified above.
  • Admission:
  • A new client is admitted to the desired program. Note the client id, admission date, admission program.
  • Progress Notes (Group and Individual):
  • A progress note is filed for the client / episode. Note the date when progress note filed.
  • Append Document:
  • Append a document to the progress note filed in the previous step.
Steps
  1. Open the 'Disclosure Management' form for the client.
  2. Enter desired date to the 'Request Date' such that it covers the progress note filing date.
  3. Select an episode in the 'Request Episode(s)' field.
  4. Select desired document type in the 'Requested Chart Items' field.
  5. Enter required organization information.
  6. Click [Save Requesting Organization].
  7. Validate the 'Requesting Organization details have been saved' message.
  8. Select the 'Authorization' section.
  9. Enter authorization dates that cover the episodes up to the date the progress notes were entered
  10. Select desired episode from the 'Authorization Episode(s)'.
  11. Set the 'Default all Chart Items to Yes' to 'YES'.
  12. Click 'Update Chart Items Authorized For Disclosure' and authorize the attachment.
  13. Select the 'Disclosure' section.
  14. Enter a 'Disclosure Date'.
  15. Select '(Avatar CWS) Progress Notes (Group and Individual)' in the field 'Chart Disclosure Information'.
  16. Click Process.
  17. Select the '(Avatar CWS) Progress Notes (Group and Individual)' entry in the 'Items for Disclosure'.
  18. Click 'View'.
  19. Verify the note displays successfully for the authorized episodes.
  20. Click [Cancel].
  21. Verify the system navigates user to the 'Disclosure Management' form.
  22. Click [Submit].
  23. Verify the disclosure submitted successfully.
Topics
• Disclosure
2023 Update 74 Summary | Details
'Client Health Maintenance' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Health Maintenance
  • Admission
Internal Test Only
Topics
n/a
2023 Update 77 Summary | Details
All Documents Widget - Unique form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
  • Create New Treatment Plan
  • User Definition
  • Document Routing Setup (PM)
  • Clinical Document Viewer
Scenario 1: Treatment Plan - creation of a treatment plan
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Access the 'Treatment Plan' form.
  2. Search for "Client A" in the 'Select Client' dialog.
  3. Select "Client A" from the 'Results' field.
  4. Click [Select].
  5. Enter the current date in the 'Plan Date' field.
  6. Select any value from the 'Plan Type' field.
  7. Select "Draft" from the 'Treatment Plan Status' field.
  8. Click [Launch Plan] and [Add New Problem].
  9. Enter any value in the 'Problem Code' field.
  10. Enter the current date in the 'Date of Onset' field.
  11. Select "Active" from the 'Status (Problem List)' field.
  12. Enter any value in the 'Problem' field.
  13. Click [Back to Plan Page].
  14. Validate the 'Problems' table contains the problem just added in the previous steps.
  15. Select "Final" from the 'Treatment Plan Status' field.
  16. Click [Submit].
Scenario 2: All Documents Widget - Client with multiple treatment plans and treatment plan copies on file
Specific Setup:
  • Using "Create New Treatment Plan" form:
  • Generate a new treatment plan form copy.
  • Using "Document Routing Setup" form:
  • Enable document routing for newly created treatment plan form.
  • All Documents Widget must be configured and added to a view.
Steps
  1. Open the "Treatment Plan" form.
  2. Generate and finalize two treatment plans.
  3. Open the "Treatment Plan" copy that was created.
  4. Generate and finalize two of treatment plan copies.
  5. Open the "Clinical Document Viewer".
  6. Display all treatment plans created for this test.
  7. Validate that you can open each one and that each page displays uniquely.
  8. Select the client in the "MyClients" widget.
  9. Navigate to the view that contains the "All Documents Widget".
  10. Display all treatment plans created for this test.
  11. Validate that you can open each one and that each page displays uniquely.
Topics
• Treatment Plan • Create New Treatment Plan
2023 Update 91 Summary | Details
Task List - Follow-Up Reminders
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • eMAR
Scenario 1: eMAR NX - Administration Event - Follow-Up Reminder
Steps

Internal Testing Only
Topics
• NX • eMAR NX
2023 Update 95 Summary | Details
Manage Observer Caseload - 'Observer.caseload_audit' SQL table
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
  • Manage Observer Caseload
  • ProgressNote Approval
Scenario 1: Manage Observer Caseload - Clear Caseload - Validate the 'Allow Clear All Caseloads' registry setting
Specific Setup:
  • A client is enrolled in an existing inpatient episode (Client A).
  • "Client A" is not part of the logged in user's caseload (User A).
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Allow Clear All Caseloads" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Validate the default 'Registry Setting Value' is "Y".
  5. Validate the 'Registry Setting Details' field contains: Enter 'Y' to allow 'Clear All Caseloads' in the 'Manage Observer Caseload' form. Enter 'N' to disallow 'Clear All Caseloads' in the 'Manage Observer Caseload' form.
  6. Click [Submit] and close the form.
  7. Access the 'Manage Observer Caseload' form.
  8. Search for and select "User A" in the 'Select User' field.
  9. Select "Add" in the 'Add or Remove Client From Caseload' field.
  10. Select the unit that "Client A" is admitted into in the 'Unit' field.
  11. Select "Client A" in the 'Select Clients' field.
  12. Click [Update Caseload].
  13. Validate the 'Current Caseload' field contains "Client A".
  14. Select the "Clear All Caseloads" section.
  15. Click [Clear All Caseloads].
  16. Validate a message is displayed stating: You are about to clear observation caseloads for all users. Do you want to continue?
  17. Click [OK].
  18. Validate a message is displayed stating: This action cannot be undone. Please be aware that by continuing, the caseloads will be cleared for all users. Do you want to continue?
  19. Click [OK].
  20. Validate a message is displayed stating: NTST Observer caseloads are cleared for all users.
  21. Click [OK].
  22. Select the "Manage Caseload" section.
  23. Search for and select "User A" in the 'Select User' field.
  24. Validate the 'Current Caseload' field no longer contains "Client A".
  25. Close the form.
  26. Access the 'Registry Settings' form.
  27. Enter "Allow Clear All Caseloads" in the 'Limit Registry Settings to the Following Search Criteria' field.
  28. Click [View Registry Settings].
  29. Enter "N" in the 'Registry Setting Value' field.
  30. Click [Submit] and close the form.
  31. Access the 'Manage Observer Caseload' form.
  32. Search for and select "User A" in the 'Select User' field.
  33. Select "Add" in the 'Add or Remove Client From Caseload' field.
  34. Select the unit that "Client A" is admitted into in the 'Unit' field.
  35. Select "Client A" in the 'Select Clients' field.
  36. Click [Update Caseload].
  37. Validate the 'Current Caseload' field contains "Client A".
  38. Select the "Clear All Caseloads" section.
  39. Click [Clear All Caseloads].
  40. Validate a message is displayed stating: 'Clear All Caseloads' is not allowed.
  41. Click [OK].
  42. Select the "Manage Caseload" section.
  43. Validate "Client A" is still displayed in the 'Current Caseload' field.
  44. Close the form.
Scenario 2: Manage Observer Caseload - Transfer Caseload - Validate Caseload Report
Specific Setup:
  • Two users are defined with associated practitioners that have credentials on file (User A & User B).
  • A client is enrolled in an existing inpatient episode (Client A).
  • "Client A" is not in the observer caseload of "User A" or "User B".
Steps
  1. Access the 'Manage Observer Caseload' form.
  2. Select "User A" in the 'Select User' field.
  3. Select "Add" in the 'Add or Remove Client From Caseload' field.
  4. Select the unit "Client A" is admitted into in the 'Unit' field.
  5. Select "Client A" in the 'Select Clients' field.
  6. Click [Update Caseload].
  7. Validate the 'Current Caseload' field contains "Client A".
  8. Select the "Transfer Caseload" section.
  9. Select "User A" in the 'Transfer Caseload From' field.
  10. Validate the 'Credentials (From Staff)' field is read-only and contains the practitioner credentials for "User A".
  11. Select "User B" in the 'Transfer Caseload To' field.
  12. Validate the 'Credentials (To Staff)' field is read-only and contains the practitioner credentials for "User B".
  13. Select "Client A" in the 'Select Clients' field.
  14. Validate the 'Caseload Assigned By' field contains the logged in user. This can be updated, if desired.
  15. Select the desired value in the 'Transfer Caseload Reason' field. Note: this is a user defined dictionary - user can right click to add dictionary values.
  16. Click [Transfer Caseload].
  17. Validate a message is displayed stating: Selected client(s) will be transferred from the caseload of "User A" to "User B". Are you sure?
  18. Click [OK] and [Run Caseload Report].
  19. Validate the report is displayed and contains the following:
  20. For "User B" there will be a record for "Client A" with the following details:
  21. Action - Added
  22. Assigned Date - Transfer date
  23. Assigned Time - Transfer time
  24. Caseload Assigned By - User selected in the 'Caseload Assigned By' field
  25. Reason - Value selected in the 'Transfer Caseload Reason' field
  26. For "User A" there will be a record for "Client A" with the following details:
  27. Action - Removed
  28. Assigned Date - Transfer date
  29. Assigned Time - Transfer time
  30. Caseload Assigned By - User selected in the 'Caseload Assigned By' field
  31. Reason - Value selected in the 'Transfer Caseload Reason' field'
  32. Close the report and the form.
  33. Access Crystal Reports or other SQL Reporting tool.
  34. Select the CWS namespace.
  35. Create a report using the 'Observer.caseload_audit' SQL table.
  36. Validate there are two rows for the caseload transfer from "User A" to "User B".
  37. Validate the 'assigned_by_user_id' and 'assigned_by_user_name' fields contain the 'Caseload Assigned By' user if populated, if not, the logged in user.
  38. Close the report.
Scenario 3: Manage Observer Caseload - Manage Caseload - Validate Caseload Report
Specific Setup:
  • A user is defined with an associated practitioner that has credentials on file (User A).
  • A client is enrolled in an existing inpatient episode (Client A).
  • "Client A" is not in "User A's" observer caseload.
Steps
  1. Access the 'Manage Observer Caseload' form.
  2. Select "User A" in the 'Select User' field.
  3. Validate the 'Credentials' field is read-only and contains the practitioner credentials for "User A".
  4. Validate the 'Caseload Assigned By' field contains the logged in user. This can be updated, if desired.
  5. Select "Add" in the 'Add or Remove Client From Caseload' field.
  6. Validate the 'Reason to Remove Caseload' field is disabled. This field will only be enabled when "Remove" is selected in the 'Add or Remove Client From Caseload' field.
  7. Select the unit "Client A" is admitted into in the 'Unit' field.
  8. Click [Update Caseload].
  9. Validate the 'Current Caseload' field contains "Client A".
  10. Click [Run Caseload Report].
  11. Validate the report is displayed and contains the following:
  12. For "User A" there will be a record for "Client A" with the following details:
  13. Action - Added
  14. Assigned Date - Added date
  15. Assigned Time - Added time
  16. Caseload Assigned By - User selected in the 'Caseload Assigned By' field
  17. Close the report.
  18. Access Crystal Reports or other SQL Reporting tool.
  19. Select the CWS namespace.
  20. Create a report using the 'Observer.caseload_audit' SQL table.
  21. Validate there is a row for "Client A" being added to "User A" caseload.
  22. Validate the 'assigned_by_user_id' and 'assigned_by_user_name' fields contain the 'Caseload Assigned By' user if populated, if not, the logged in user.
  23. Validate the 'assigned_date' contains the date "Client A" was added.
  24. Validate the 'assigned_time' field contains the time "Client A" was added.
  25. Validate the 'assigned_to_user_id' and 'assigned_to_user_name' fields contain "User A".
  26. Validate the 'PATID' field contains "Client A".
  27. Validate the 'action_code' field contains "A".
  28. Validate the 'action_value' field contains "Added".
  29. Validate the 'client_name' field contains "Client A".
  30. Validate the 'credentials_code', 'credentials_shval', and 'credentials_value' fields contains the credential codes/values for "User A".
  31. Navigate back to the 'Manage Observer Caseload' form.
  32. Validate the 'Select User' field contains "User A".
  33. Validate the 'Caseload Assigned By' field contains the logged in user.
  34. Select "Remove" in the 'Add or Remove Client From Caseload' field.
  35. Validate the 'Reason to Remove Caseload' field is now enabled.
  36. Select the desired value in the 'Reason to Remove Caseload' field. Note: this is a user defined dictionary - user can right click to add dictionary values.
  37. Select "Client A" in the 'Select Clients' field.
  38. Click [Update Caseload].
  39. Validate a message is displayed stating: You are about to remove the selected client(s) from the caseload of "User A". Are you sure you want to continue?
  40. Click [OK].
  41. Validate the 'Current Caseload' field does not contain "Client A".
  42. Click [Run Caseload Report].
  43. Validate the report is displayed and contains the following:
  44. For "User A" there will be a record for "Client A" with the following details:
  45. Action - Removed
  46. Assigned Date - Removed date
  47. Assigned Time - Removed time
  48. Caseload Assigned By - User selected in the 'Caseload Assigned By' field
  49. Reason - Value selected in the 'Reason to Remove Caseload' field
  50. Close the report and the form.
  51. Access Crystal Reports or other SQL Reporting tool.
  52. Refresh the report using the 'Observer.caseload_audit' SQL table.
  53. Validate there is a row for "Client A" being removed from "User A" caseload.
  54. Validate the 'assigned_by_user_id' and 'assigned_by_user_name' fields contain the 'Caseload Assigned By' user if populated, if not, the logged in user.
  55. Validate the 'assigned_date' contains the date "Client A" was removed.
  56. Validate the 'assigned_time' field contains the time "Client A" was removed.
  57. Validate the 'assigned_to_user_id' and 'assigned_to_user_name' fields contain "User A".
  58. Validate the 'PATID' field contains "Client A".
  59. Validate the 'action_code' field contains "R".
  60. Validate the 'action_value' field contains "Removed".
  61. Validate the 'client_name' field contains "Client A".
  62. Validate the 'credentials_code', 'credentials_shval', and 'credentials_value' fields contains the credential codes/values for "User A".
  63. Validate the 'removal_code' and 'removal_value' field contains the corresponding code/value for the value selected in the 'Reason to Remove Caseload' field.
  64. Close the report.
Topics
• Registry Settings • Manage Observer Caseload
 

Avatar_CWS_2024_Monthly_Release_2024.00.00_Details.csv