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Avatar NX Report Viewer Update 2022.11.00 Acceptance Tests

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AV-84015 Summary | Details
Report Viewer - Paging
Scenario 1: Validate ability to page through a report while another loads
Specific Setup:
  • A client must be enrolled in an existing episode and have multiple services on file (Client A).
Steps
  1. Access the 'Client Ledger' form.
  2. Select "Client A" in the 'Client ID' field.
  3. Select "All Episodes" in the 'Claim/Episodes/All Episodes' field.
  4. Select "Crystal" in the 'Ledger Type' field.
  5. Access the 'ZIP Code Table Maintenance' form undocked.
  6. Validate the form opens in an undocked window.
  7. Navigate to the 'Print ZIP Code Table' section.
  8. Switch to the open 'Client Ledger' form.
  9. Click [Process].
  10. Validate the crystal report opens in a new window.
  11. Switch to the undocked 'ZIP Code Table Maintenance' form.
  12. Click [Print Zip Code Table].
  13. Validate the report opens in a new window (ZIP Report A).
  14. Switch to the undocked 'Client Ledger' report.
  15. Click [Next Page] and validate the ability to page through the report while the 'ZIP Code' report loads.
  16. Validate the report displays as expected.
  17. Switch to the undocked 'ZIP Code Table Maintenance' form.
  18. Click [Print Zip Code Table].
  19. Validate another report opens in a new window and displays as expected (ZIP Report B).
  20. Click [Export].
  21. Select "Adobe Acrobat (PDF)" in the 'Format Options' field.
  22. Click [OK].
  23. Switch to "ZIP Report A".
  24. Click [Export].
  25. Select "Adobe Acrobat (PDF)" in the 'Format Options' field.
  26. Click [OK].
  27. Switch to "ZIP Report B".
  28. Validate the PDF downloads with the title "RADplus_ZIP_Table_(1)"
  29. Switch to "ZIP Report A".
  30. Validate the PDF downloads with the title "RADplus_ZIP_Table_(2)"
  31. Close all the open reports.
  32. Log out.
  33. Validate the user is logged out and the undocked form is closed.
Topics
• NX • Report Viewer
AV-84051 Summary | Details
Report Viewer - Export Reports
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Crystal Report Viewer
  • ZIP Code Table Maintenance (PM)
Scenario 1: Client Ledger
Specific Setup:
  • A client must be enrolled in an existing episode and have services filed (Client A).
  • User must have the appropriate program installed to open Separated Values (CSV) files.
Steps
  1. Access the 'Client Ledger' form.
  2. Enter "Client A" in the 'Client ID' field.
  3. Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
  4. Select "Crystal" in the 'Ledger Type' field.
  5. Select and value in the 'Include Zero Charges' field.
  6. Populate any desired fields.
  7. Click [Process].
  8. Validate the Crystal report loads in a timely manner.
  9. Validate the Crystal report displays in a new window and contains the current date and time.
  10. Click [Export].
  11. Select "Separated Values (CSV)" in the 'Format Options' field.
  12. Select "Isolate Page/Report Sections" in the 'Report and Page Sections' field.
  13. Select "Isolate Group Sections" in the 'Group Sections' field.
  14. Validate the 'Delimiter' field contains """.
  15. Validate the 'Separator' field contains "'".
  16. Click [OK].
  17. Validate the report downloads.
  18. Open the CSV file.
  19. Validate the report displays as expected.
  20. Close the report and the form.
Scenario 2: ZIP Code Table Maintenance - Validate export functionality
Specific Setup:
  • User must have the appropriate programs installed to open the following file types:
  • Adobe Acrobat (PDF)
  • Crystal Report (RPT)
  • Microsoft Excel (XLS)
  • Microsoft Word (RTF)
  • Separated Values (CSV)
  • Tab Separated Text (TTX)
  • Text (TXT)
Steps
  1. Access the 'ZIP Code Table Maintenance' form.
  2. Select the 'Print ZIP Code Table' field.
  3. Select "All" in the 'Individual or All States' field.
  4. Click [Print Zip Code Table].
  5. Switch to the 'ZIP Code Table Maintenance' report.
  6. Validate the Crystal report opens in a new window and contains the current date and time.
  7. Note the new look and feel matches the rest of the Avatar NX application.
  8. Validate "RADplus_ZIP_Table.rpt" displays as the window title.
  9. Click [Export].
  10. Select "Adobe Acrobat (PDF)" in the 'Format Options' field.
  11. Validate "All" is selected from the 'Page Range List' field.
  12. Validate the "From Page" field is disabled.
  13. Click [OK].
  14. Validate the PDF downloads.
  15. Open the PDF file.
  16. Validate the entire report displays.
  17. Close the report.
  18. Select "Page Range" from the 'Page Range List' field.
  19. Enter the desired values in the 'From Page' and 'To Page' fields.
  20. Click [OK].
  21. Validate the PDF downloads.
  22. Open the PDF file.
  23. Validate the report displays the correct pages.
  24. Close the report.
  25. Select "Crystal Reports (RPT)" in the 'Format Options' field.
  26. Validate "All" is selected from the 'Page Range List' field.
  27. Click [OK].
  28. Open the RPT file.
  29. Validate the entire report displays.
  30. Close the report.
  31. Select "Microsoft Excel (XLS)" in the 'Format Options' field.
  32. Validate "Column width based on objects in the:" is selected in the 'Column Width' field.
  33. Validate "All" is selected from the 'Page Range List' field.
  34. Click [OK].
  35. Validate the XLS downloads.
  36. Open the XLS file.
  37. Validate the entire report displays.
  38. Close the report.
  39. Select "Constant column width (in points):" from the 'Column Width' field.
  40. Select "From" from the 'Page Range List' field.
  41. Enter the desired values in the 'From Page' and 'To Page' fields.
  42. Click [OK].
  43. Validate the XLS downloads.
  44. Open the XLS file.
  45. Validate the report displays the correct pages.
  46. Close the report.
  47. Select "Microsoft Excel Record (XLS)" in the 'Format Options' field.
  48. Validate "Custom" is selected in the 'Excel Format' field.
  49. Validate "Column width based on objects in the:" is selected in the 'Column Width' field.
  50. Validate 'Export page header and page footer' is selected.
  51. Validate 'Simplify page headers' is selected.
  52. Click [OK].
  53. Validate the XLS file downloads.
  54. Open the XLS file.
  55. Validate the entire report displays.
  56. Close the report.
  57. Select "Typical" in the 'Excel Format' field.
  58. Validate "Column width based on objects in the:" is selected in the 'Column Width' field.
  59. Validate 'Maintain column alignment' is selected.
  60. Validate 'Export page header and page footer' is selected.
  61. Validate 'Simplify page headers' is selected.
  62. Validate 'Use worksheet functions for summaries' is selected.
  63. Click [OK].
  64. Validate the XLS file downloads.
  65. Open the XLS file.
  66. Validate the entire report displays.
  67. Close the report.
  68. Select "Minimal" in the 'Excel Format' field.
  69. Validate 'Use worksheet functions for summaries' is selected
  70. Click [OK].
  71. Validate the XLS file downloads.
  72. Open the XLS file.
  73. Validate the entire report displays.
  74. Close the report.
  75. Select "Microsoft Word (RTF)" in the 'Format Options' field.
  76. Validate "All" is selected from the 'Page Range List' field.
  77. Click [OK].
  78. Validate the RTF downloads.
  79. Open the RTF file.
  80. Validate the entire report displays.
  81. Close the report.
  82. Select "Page Range:" in the 'Format Options' field.
  83. Enter the desired values in the 'From Page' and 'To Page' fields.
  84. Click [OK].
  85. Validate the RTF downloads.
  86. Open the RTF file.
  87. Validate the report displays the correct pages.
  88. Close the report.
  89. Select "Microsoft Word - Editable (RTF)" in the 'Format Options' field.
  90. Validate "All" is selected from the 'Page Range List' field.
  91. Click [OK].
  92. Validate the RTF downloads.
  93. Open the RTF file.
  94. Validate the entire report displays.
  95. Close the report.
  96. Select "Page Range:" in the 'Format Options' field.
  97. Enter the desired values in the 'From Page' and 'To Page' fields.
  98. Click [OK].
  99. Validate the RTF downloads.
  100. Open the RTF file.
  101. Validate the report displays the correct pages.
  102. Close the report.
  103. Select "Separated Values (CSV)" in the 'Format Options' field.
  104. Click [OK].
  105. Validate the CSV downloads.
  106. Open the CSV file.
  107. Validate the entire report displays.
  108. Close the report.
  109. Select "Tab Separated Text (TTX)" in the 'Format Options' field.
  110. Click [OK].
  111. Validate the TTX downloads.
  112. Open the TTX file.
  113. Validate the entire report displays.
  114. Close the report.
  115. Select "Text (TXT)" in the 'Format Options' field.
  116. Validate the 'Characters per inch:' field contains "12".
  117. Validate the 'Number of lines per page:' field contains "60".
  118. Click [OK].
  119. Validate the TXT downloads.
  120. Open the TXT file.
  121. Validate the entire report displays.
  122. Close the report.
  123. Select "XML" in the 'Format Options' field.
  124. Click [OK].
  125. Validate the XML downloads.
  126. Click [Cancel].
  127. Validate the export options no longer display.
  128. Close the report and the form.
Topics
• NX • Report Viewer
AV-84421 Summary | Details
Report Viewer - Display
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: ZIP Code Table Maintenance - Validate export functionality
Specific Setup:
  • User must have the appropriate programs installed to open the following file types:
  • Adobe Acrobat (PDF)
  • Crystal Report (RPT)
  • Microsoft Excel (XLS)
  • Microsoft Word (RTF)
  • Separated Values (CSV)
  • Tab Separated Text (TTX)
  • Text (TXT)
Steps
  1. Access the 'ZIP Code Table Maintenance' form.
  2. Select the 'Print ZIP Code Table' field.
  3. Select "All" in the 'Individual or All States' field.
  4. Click [Print Zip Code Table].
  5. Switch to the 'ZIP Code Table Maintenance' report.
  6. Validate the Crystal report opens in a new window and contains the current date and time.
  7. Note the new look and feel matches the rest of the Avatar NX application.
  8. Validate "RADplus_ZIP_Table.rpt" displays as the window title.
  9. Click [Export].
  10. Select "Adobe Acrobat (PDF)" in the 'Format Options' field.
  11. Validate "All" is selected from the 'Page Range List' field.
  12. Validate the "From Page" field is disabled.
  13. Click [OK].
  14. Validate the PDF downloads.
  15. Open the PDF file.
  16. Validate the entire report displays.
  17. Close the report.
  18. Select "Page Range" from the 'Page Range List' field.
  19. Enter the desired values in the 'From Page' and 'To Page' fields.
  20. Click [OK].
  21. Validate the PDF downloads.
  22. Open the PDF file.
  23. Validate the report displays the correct pages.
  24. Close the report.
  25. Select "Crystal Reports (RPT)" in the 'Format Options' field.
  26. Validate "All" is selected from the 'Page Range List' field.
  27. Click [OK].
  28. Open the RPT file.
  29. Validate the entire report displays.
  30. Close the report.
  31. Select "Microsoft Excel (XLS)" in the 'Format Options' field.
  32. Validate "Column width based on objects in the:" is selected in the 'Column Width' field.
  33. Validate "All" is selected from the 'Page Range List' field.
  34. Click [OK].
  35. Validate the XLS downloads.
  36. Open the XLS file.
  37. Validate the entire report displays.
  38. Close the report.
  39. Select "Constant column width (in points):" from the 'Column Width' field.
  40. Select "From" from the 'Page Range List' field.
  41. Enter the desired values in the 'From Page' and 'To Page' fields.
  42. Click [OK].
  43. Validate the XLS downloads.
  44. Open the XLS file.
  45. Validate the report displays the correct pages.
  46. Close the report.
  47. Select "Microsoft Excel Record (XLS)" in the 'Format Options' field.
  48. Validate "Custom" is selected in the 'Excel Format' field.
  49. Validate "Column width based on objects in the:" is selected in the 'Column Width' field.
  50. Validate 'Export page header and page footer' is selected.
  51. Validate 'Simplify page headers' is selected.
  52. Click [OK].
  53. Validate the XLS file downloads.
  54. Open the XLS file.
  55. Validate the entire report displays.
  56. Close the report.
  57. Select "Typical" in the 'Excel Format' field.
  58. Validate "Column width based on objects in the:" is selected in the 'Column Width' field.
  59. Validate 'Maintain column alignment' is selected.
  60. Validate 'Export page header and page footer' is selected.
  61. Validate 'Simplify page headers' is selected.
  62. Validate 'Use worksheet functions for summaries' is selected.
  63. Click [OK].
  64. Validate the XLS file downloads.
  65. Open the XLS file.
  66. Validate the entire report displays.
  67. Close the report.
  68. Select "Minimal" in the 'Excel Format' field.
  69. Validate 'Use worksheet functions for summaries' is selected
  70. Click [OK].
  71. Validate the XLS file downloads.
  72. Open the XLS file.
  73. Validate the entire report displays.
  74. Close the report.
  75. Select "Microsoft Word (RTF)" in the 'Format Options' field.
  76. Validate "All" is selected from the 'Page Range List' field.
  77. Click [OK].
  78. Validate the RTF downloads.
  79. Open the RTF file.
  80. Validate the entire report displays.
  81. Close the report.
  82. Select "Page Range:" in the 'Format Options' field.
  83. Enter the desired values in the 'From Page' and 'To Page' fields.
  84. Click [OK].
  85. Validate the RTF downloads.
  86. Open the RTF file.
  87. Validate the report displays the correct pages.
  88. Close the report.
  89. Select "Microsoft Word - Editable (RTF)" in the 'Format Options' field.
  90. Validate "All" is selected from the 'Page Range List' field.
  91. Click [OK].
  92. Validate the RTF downloads.
  93. Open the RTF file.
  94. Validate the entire report displays.
  95. Close the report.
  96. Select "Page Range:" in the 'Format Options' field.
  97. Enter the desired values in the 'From Page' and 'To Page' fields.
  98. Click [OK].
  99. Validate the RTF downloads.
  100. Open the RTF file.
  101. Validate the report displays the correct pages.
  102. Close the report.
  103. Select "Separated Values (CSV)" in the 'Format Options' field.
  104. Click [OK].
  105. Validate the CSV downloads.
  106. Open the CSV file.
  107. Validate the entire report displays.
  108. Close the report.
  109. Select "Tab Separated Text (TTX)" in the 'Format Options' field.
  110. Click [OK].
  111. Validate the TTX downloads.
  112. Open the TTX file.
  113. Validate the entire report displays.
  114. Close the report.
  115. Select "Text (TXT)" in the 'Format Options' field.
  116. Validate the 'Characters per inch:' field contains "12".
  117. Validate the 'Number of lines per page:' field contains "60".
  118. Click [OK].
  119. Validate the TXT downloads.
  120. Open the TXT file.
  121. Validate the entire report displays.
  122. Close the report.
  123. Select "XML" in the 'Format Options' field.
  124. Click [OK].
  125. Validate the XML downloads.
  126. Click [Cancel].
  127. Validate the export options no longer display.
  128. Close the report and the form.
Topics
• NX • Report Viewer