Avatar NX - Report Viewer
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Crystal Report Viewer
- ZIP Code Table Maintenance (PM)
Scenario 1: 'Allergies and Hypersensitivities' - validate report displays
Specific Setup:
- A client must be enrolled in an existing episode (Client A).
Steps
- Select "Client A" and access the 'Allergies and Hypersensitivities' form.
- Click [Update] and [New Row].
- Enter the desired value in the 'Allergen/Reactant' field.
- Enter the desired date in the 'Date Recognized' field.
- Select any value in the 'Status' field.
- Select any value in the 'Reactions' field.
- Click [Save].
- Populate desired or required fields and submit the form.
- Select "Client A" and access the 'Allergies and Hypersensitivities' form.
- Click [Display].
- Validate the Crystal report opens in a new window and contains the current date and allergy entry.
- Click [Print Report].
- Validate the report opens as a PDF in a new browser tab.
- Click [Print].
- Validate the PDF report has access to your local printers and that the user can save as a PDF as well.
- Click [Cancel].
- Close the PDF report tab.
- Switch back to the Crystal Report window.
- Click [Export].
- Select "Adobe Acrobat (PDF)" in the 'Select A Format' field.
- Select "All" in the 'Page Range' field and click [OK].
- Validate the report downloads.
- Click [Close Report].
- Switch back to the 'Allergies and Hypersensitivities' form.
- Close the form.
Scenario 2: Zip Code Table Maintenance - Launch reports with multiple logged in users
Specific Setup:
- There must be two users defined (User A & User B).
Steps
- Login as "User A" and access the 'ZIP Code Table Maintenance' form.
- Open a second tab for Avatar NX.
- Login as "User B" and access the 'ZIP Code Table Maintenance' form.
- Select 'Print ZIP Code Table'
- Select "Individual" in the 'Individual or All States' field.
- Select any state from the 'Specific State' field.
- Click [Print Zip Code Table].
- Validate the Crystal report opens in a new window with the correct state data.
- Switch to "User A".
- Select 'Print ZIP Code Table'
- Select "Individual" in the 'Individual or All States' field.
- Select a different state from the 'Specific State' field.
- Click [Print Zip Code Table].
- Validate the Crystal report opens in a new window with the correct state data.
- Click [Print Report].
- Validate the report opens as a PDF in a new browser tab with the correct state data.
- Switch to "User B" report.
- Click [Print Report].
- Validate the report opens as a PDF in a new browser tab with the correct state data.
- Close the PDF report tab.
- Switch back to the Crystal Report window.
- Click [Close Report].
- Switch to the 'ZIP Code table Maintenance' form.
- Close the form.
- Close out of windows for "User A".
Scenario 3: ZIP Code Table Maintenance - Validate export functionality