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Avatar NX Report Viewer Update 2022.12.00 Acceptance Tests

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AV-82668 Summary | Details
Report Viewer - Signatures
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Crystal Report Viewer
Scenario 1: Validate signatures display in reports
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • A user modeled form must exist that contains signature fields (Form A).
  • A report must be able to be generated from "Form A" (Report A).
  • "Report A" must contain a 'Client', 'Episode' and 'Date' field.
Steps
  1. Select "Client A" and access 'Form A'.
  2. Fill out all required fields including the signature fields.
  3. Submit the form.
  4. Select "Client A" and access 'Report A'.
  5. Select the desired value in the 'Episode' field.
  6. Enter the desired date in the 'Date' field.
  7. Click [Process].
  8. Validate the report opens in a new window.
  9. Validate the report displays as expected and includes the signatures.
  10. Close the report and the form.
Topics
• NX • Report Viewer
AV-83632 Summary | Details
Sub Reports - Print / Export
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Crystal Report Viewer
  • Master Client Inquiry
Scenario 1: Client ledger - Crystal Report ledger type with sub report
Specific Setup:
  • Client with existing Financial Eligibility with multiple guarantors where the guarantor order is set to distribute liability first to the guarantor with the highest code number (Client A).
  • "Client A" must have existing services.
Steps
  1. Access the 'Client Ledger' form.
  2. Enter "Client A" in the 'Client ID' field.
  3. Select "Episode" from the 'Claim/Episode/All Episodes' field.
  4. Select the episode in the 'Episode Number' field.
  5. Select "Crystal" in the 'Ledger Type' field.
  6. Set the 'From Date' and 'To Date' fields to a valid date range for that episode.
  7. Click [Process].
  8. Validate a Crystal report generated and displays the services for the date range previously selected.
  9. Click on the "Guarantor Name" link to generate a sub report displaying the guarantor and subscriber data.
  10. Validate the sub-report generated displays the ID, Name, address information for the guarantor.
  11. Click [Print Report].
  12. Validate "Downloading PDF... You have navigated to a sub-report by clicking a link within the main report. To print this report, open the downloaded PDF in your native viewer (Adobe Acrobat or a browser) and utilize print options from there." displays.
  13. Validate the report downloads.
  14. Open the report and validate it displays as expected.
  15. Click [Close Report].
  16. Close the form.
Scenario 2: Report Definition - Sub Reports (Master Client Inquiry)
Specific Setup:
  • Client must be admitted to an active episode (Client A).
Steps
  1. Select "Client A" and access the 'Master Client Inquiry' form.
  2. Validate that Client A's name appears in the 'Select Patient' field.
  3. Select any value from the 'Select Episode Number' field.
  4. Click [Process].
  5. Validate the Crystal report opens in a new window and contains the current date and time.
  6. Select the 'Diagnosis History' link in the main report.
  7. Validate the 'Diagnosis History Data' displays as expected.
  8. Click [Print Report].
  9. Validate "Downloading PDF... You have navigated to a sub-report by clicking a link within the main report. To print this report, open the downloaded PDF in your native viewer (Adobe Acrobat or a browser) and utilize print options from there." displays.
  10. Validate the report downloads.
  11. Open the report and validate it displays as expected.
  12. Select the 'Episode History' link in the main report.
  13. Validate that the 'Episode History Data' displays as expected.
  14. Select the 'Main Report' tab.
  15. Continue clicking report links and validate they display and download as expected.
  16. Click [Close Report].
  17. Close the form.
Scenario 3: User modeled report - on demand sub reports with multiple data sources
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • A report must be created that has on demand sub reports with multiple data sources (Report A).
  • "Report A" must have the correct credentials defined for the environment (for example LIVE or UAT).
  • The following must be configured in the 'Report Definition' form for "Report A":
  • The desired fields must be defined in the 'Parameter Definition' section.
  • The data source for the sub report must be defined in the "Additional ODBC Connections" section.
Steps
  1. Select "Client A" and access 'Report A'.
  2. Populate the desired fields.
  3. Click [Process].
  4. Validate the crystal report displays as expected.
  5. Click on the sub report.
  6. Validate the sub report generated displays as expected.
  7. Click [Print Report].
  8. Validate "Downloading PDF... You have navigated to a sub-report by clicking a link within the main report. To print this report, open the downloaded PDF in your native viewer (Adobe Acrobat or a browser) and utilize print options from there." displays.
  9. Validate the report downloads.
  10. Open the report and validate it displays as expected.
  11. Close the report and the form.
Topics
• NX • Report Viewer
AV-84003 Summary | Details
Report Viewer - Export Reports
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. Notice 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. Validate the 'Character Options' field contains "Separator: Tab".
  111. Click [OK].
  112. Validate the TTX downloads.
  113. Open the TTX file.
  114. Validate the entire report displays.
  115. Close the report.
  116. Select "Text (TXT)" in the 'Format Options' field.
  117. Validate the 'Characters per inch:' field contains "12".
  118. Validate the 'Number of lines per page:' field contains "60".
  119. Click [OK].
  120. Validate the TXT downloads.
  121. Open the TXT file.
  122. Validate the entire report displays.
  123. Close the report.
  124. Select "XML" in the 'Format Options' field.
  125. Click [OK].
  126. Validate the XML downloads.
  127. Click [Cancel].
  128. Validate the export options no longer display.
  129. Close the report and the form.
Topics
• NX • Report Viewer
AV-84484 Summary | Details
Report Viewer - Sub Reports
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Crystal Report Viewer
Scenario 1: Client ledger - Crystal Report ledger type with sub report
Specific Setup:
  • Client with existing Financial Eligibility with multiple guarantors where the guarantor order is set to distribute liability first to the guarantor with the highest code number (Client A).
  • "Client A" must have existing services.
Steps
  1. Access the 'Client Ledger' form.
  2. Enter "Client A" in the 'Client ID' field.
  3. Select "Episode" from the 'Claim/Episode/All Episodes' field.
  4. Select the episode in the 'Episode Number' field.
  5. Select "Crystal" in the 'Ledger Type' field.
  6. Set the 'From Date' and 'To Date' fields to a valid date range for that episode.
  7. Click [Process].
  8. Validate a Crystal report generated and displays the services for the date range previously selected.
  9. Click on the "Guarantor Name" link to generate a sub report displaying the guarantor and subscriber data.
  10. Validate the sub-report generated displays the ID, Name, address information for the guarantor.
  11. Click [Print Report].
  12. Validate "Downloading PDF... You have navigated to a sub-report by clicking a link within the main report. To print this report, open the downloaded PDF in your native viewer (Adobe Acrobat or a browser) and utilize print options from there." displays.
  13. Validate the report downloads.
  14. Open the report and validate it displays as expected.
  15. Click [Close Report].
  16. Close the form.
Scenario 2: User modeled report - on demand sub reports with multiple data sources
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • A report must be created that has on demand sub reports with multiple data sources (Report A).
  • "Report A" must have the correct credentials defined for the environment (for example LIVE or UAT).
  • The following must be configured in the 'Report Definition' form for "Report A":
  • The desired fields must be defined in the 'Parameter Definition' section.
  • The data source for the sub report must be defined in the "Additional ODBC Connections" section.
Steps
  1. Select "Client A" and access 'Report A'.
  2. Populate the desired fields.
  3. Click [Process].
  4. Validate the crystal report displays as expected.
  5. Click on the sub report.
  6. Validate the sub report generated displays as expected.
  7. Click [Print Report].
  8. Validate "Downloading PDF... You have navigated to a sub-report by clicking a link within the main report. To print this report, open the downloaded PDF in your native viewer (Adobe Acrobat or a browser) and utilize print options from there." displays.
  9. Validate the report downloads.
  10. Open the report and validate it displays as expected.
  11. Close the report and the form.
Topics
• NX • Report Viewer
AV-84540 Summary | Details
Report Viewer - Export Timing
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. Notice 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. Validate the 'Character Options' field contains "Separator: Tab".
  111. Click [OK].
  112. Validate the TTX downloads.
  113. Open the TTX file.
  114. Validate the entire report displays.
  115. Close the report.
  116. Select "Text (TXT)" in the 'Format Options' field.
  117. Validate the 'Characters per inch:' field contains "12".
  118. Validate the 'Number of lines per page:' field contains "60".
  119. Click [OK].
  120. Validate the TXT downloads.
  121. Open the TXT file.
  122. Validate the entire report displays.
  123. Close the report.
  124. Select "XML" in the 'Format Options' field.
  125. Click [OK].
  126. Validate the XML downloads.
  127. Click [Cancel].
  128. Validate the export options no longer display.
  129. Close the report and the form.
Scenario 2: Report Viewer - Export timing
Steps
  1. Access the 'ZIP Code Table Maintenance' form.
  2. Navigate to the 'Print ZIP Code Table' section.
  3. Select "Individual" in the 'Individual or All States' field.
  4. Select any value in the 'Specific State' field.
  5. Click [Print Zip Code Table].
  6. Validate the report opens in a new window.
  7. Click the 'Export' icon.
  8. Validate an 'Export' dialog displays.
  9. Select "Adobe Acrobat (PDF)" from the 'File Format' field.
  10. Click [Export].
  11. Validate the PDF downloads in a timely manner.
  12. Click [Close Report].
  13. Click [Print Zip Code Table].
  14. Validate the report opens in a new window.
  15. Click [Export].
  16. Select "Adobe Acrobat (PDF)" from the 'Format Options' field.
  17. Click [OK].
  18. Validate the PDF downloads in a timely manner.
  19. Click [Close Report].
  20. Close the form.
Topics
• NX • Report Viewer
AV-84830 Summary | Details
Report Viewer - Close All
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Crystal Report Viewer
Scenario 1: Close all functionality for reports
Specific Setup:
  • A client must be enrolled in an existing episode and have charges filed (Client A).
Steps
  1. Access the 'Client Ledger' form.
  2. Enter "Client A" in the 'Client ID' field.
  3. Select any value in the 'Claim/Episode/All Episodes' field.
  4. Select "Crystal" in the 'Ledger Type' field.
  5. Populate any desired fields.
  6. Click [Process].
  7. Validate the Crystal report displays in a new window and contains the current date and time.
  8. Switch back to the 'Client Ledger' form.
  9. Click [Process].
  10. Validate the Crystal report displays in a new window and contains the current date and time.
  11. Continue opening more reports.
  12. Right click on the browser icon at the bottom of the screen and select "Close all windows".
  13. Validate all the windows close.
  14. After about 30 seconds, login to NX again and access the 'Client Ledger' form.
  15. Enter "Client A" in the 'Client ID' field.
  16. Select any value in the 'Claim/Episode/All Episodes' field.
  17. Select "Crystal" in the 'Ledger Type' field.
  18. Populate any desired fields.
  19. Click [Process].
  20. Validate the Crystal report displays in a new window and contains the current date and time.
Topics
• NX • Report Viewer