'Incident Data Form'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Crystal Report Viewer
- Incident Data Form
- Incidents Report
Scenario 1: Incident Data Form - Field validations and workflow
Specific Setup:
- Multiple users will be needed to fully test this functionality:
- "User 1" will be the user entering the Incident in the system.
- "User 2" will be the "Supervisor"
- "User 3" will be the "Administrator"
- Must be logged in as "User 1" initially.
Steps
- Access the 'Incident Data Form' form.
- Select "Add" in the 'Add, Edit, or Void' field.
- Take note of the unique ID populated in the 'Unique Incident ID#' field. This field is disabled and will automatically be incremented each time the form is opened for a new incident.
- Validate the 'Select Incident' field is disabled.
- Select the desired value in the 'Location' field.
- Enter the desired date/time in the 'Date of Incident' and 'Time of Incident' fields.
- Validate the 'Reported By' field contains the ID of "User 1". This field is disabled and display only.
- Select the desired value in the 'Shift' field.
- Select "User 2" in the 'User To Send To Do Item To' field.
- Select the desired value in the 'Incident Type' field.
- Select the desired value in the 'Location of Incident' field.
- Enter the desired value in the 'Unit Census' field.
- Enter the desired value in the 'Number of Staff' field.
- Populate any desired fields.
- Click [Submit].
- Log in as "User 2".
- Access the 'Incident Data Form' form.
- Select "Edit" in the 'Add, Edit, or Void' field.
- Select the incident filed in the previous steps in the 'Select Incident' field.
- Select the "Supervisor Report" section.
- Select "Approve" in the 'Initial Approve/Deny' field.
- Validate the 'Investigative Findings', 'Supervisor Report' and 'User To Send To Do Item To' fields are now required.
- Validate the 'Comments' field is disabled.
- Enter the desired value in the 'Investigative Findings' field.
- Enter the desired value in the 'Supervisor Report' field.
- Enter "User 3" in the 'User To Send To Do Item To' field.
- Select "Deny" in the 'Initial Approve/Deny' field.
- Validate the 'Investigative Findings', 'Supervisor Report' and 'User To Send To Do Item To' fields are now disabled and have been cleared.
- Validate the 'Comments' field is enabled.
- Enter the desired value in the 'Comments' field.
- Select "Approve" in the 'Initial Approve/Deny' field.
- Validate the 'Comments' field is now disabled and has been cleared.
- Validate the 'Investigative Findings', 'Supervisor Report' and 'User To Send To Do Item To' fields are now enabled and required.
- Enter the desired value in the 'Investigative Findings' field.
- Enter the desired value in the 'Supervisor Report' field.
- Enter "User 3" in the 'User To Send To Do Item To' field.
- Click [Submit].
- Log in as "User 3".
- Access the 'Incident Data Form' form.
- Select "Edit" in the 'Add, Edit, or Void' field.
- Select the incident filed in the previous steps in the 'Select Incident' field.
- Select the "Administrator/Unit Manager" section.
- Enter the desired value in the 'Administrator/Unit Manager Report' field.
- Enter the desired value in the 'Investigative Findings' field.
- Validate the 'Administrator/Unit Manager' field is disabled and contains the user ID for "User 3".
- Select the desired value in the 'Factors Contributing to Incident' field.
- Select "Approve" in the 'Initial Section Approve/Deny' field.
- Select "Approve" in the 'Supervisor Section Approve/Deny' field.
- Validate the 'User To Send To Do Item To' is not displayed.
- Select "Final" in the 'Draft/Final' field.
- Click [Submit].
- Access the 'Incidents Report' form.
- Select the incident that was just filed in the 'Select Incident' field.
- Click [Print Report].
- Validate the 'Incidents Report' is displayed.
- Validate the incident data displays as it was entered.
- Close the report and the form.
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Topics
• Incident Tracking
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