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Avatar NX Report Viewer Update 2023.06.00 Acceptance Tests

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AV-88965 Summary | Details
Avatar NX - Report Viewer
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Chrome Browser Window
  • 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. Navigate back to the main report and click [Close Report].
  16. Validate a 'Form Return' dialog stating: "Client Ledger has completed. Do you wish to return to form?"
  17. Click [No].
  18. Validate the form discards as expected.
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. Validate the native export icon does not display.
  7. Select the 'Diagnosis History' link in the main report.
  8. Validate the 'Diagnosis History Data' displays as expected.
  9. Click [Print Report].
  10. 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.
  11. Validate the report downloads.
  12. Open the report and validate it displays as expected.
  13. Select the 'Episode History' link in the main report.
  14. Validate that the 'Episode History Data' displays as expected.
  15. Select the 'Main Report' tab.
  16. Continue clicking report links and validate they display and download as expected.
  17. Click [Close Report].
  18. Close the form.
Scenario 3: Modeled Form - Launching a report with a URL
Specific Setup:
  • Have a modeled form (Form A).
  • "Form A" must have a command button that launches a report that contains a URL (Test Report Button).
  • "Form A" must have a field to enter the desired URL (Report_URL).
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access 'Form A'.
  2. Enter the desired URL in the 'Report_URL' field.
  3. Click [Test Report Button].
  4. Validate the report launches.
  5. Click the hyperlink and validate the URL launches in a new browser tab.
  6. Close the report and navigate back to 'Form A'.
  7. Close the form.
Scenario 4: 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. Validate "Print Report" and "Export" button are visible.
  10. Click [Export].
  11. Select "Adobe Acrobat (PDF)" in the 'Format Options' field.
  12. Validate "All" is selected from the 'Page Range List' field.
  13. Validate the "From Page" field is disabled.
  14. Click [OK].
  15. Validate the PDF downloads.
  16. Open the PDF file.
  17. Validate the entire report displays.
  18. Close the report.
  19. Select "Page Range" from the 'Page Range List' field.
  20. Enter the desired values in the 'From Page' and 'To Page' fields.
  21. Click [OK].
  22. Validate the PDF downloads.
  23. Open the PDF file.
  24. Validate the report displays the correct pages.
  25. Close the report.
  26. Select "Crystal Reports (RPT)" in the 'Format Options' field.
  27. Validate "All" is selected from the 'Page Range List' field.
  28. Click [OK].
  29. Open the RPT file.
  30. Validate the entire report displays.
  31. Close the report.
  32. Select "Microsoft Excel (XLS)" in the 'Format Options' field.
  33. Validate "Column width based on objects in the:" is selected in the 'Column Width' field.
  34. Validate "All" is selected from the 'Page Range List' field.
  35. Click [OK].
  36. Validate the XLS downloads.
  37. Open the XLS file.
  38. Validate the entire report displays.
  39. Close the report.
  40. Select "Constant column width (in points):" from the 'Column Width' field.
  41. Select "From" from the 'Page Range List' field.
  42. Enter the desired values in the 'From Page' and 'To Page' fields.
  43. Click [OK].
  44. Validate the XLS downloads.
  45. Open the XLS file.
  46. Validate the report displays the correct pages.
  47. Close the report.
  48. Select "Microsoft Excel Record (XLS)" in the 'Format Options' field.
  49. Validate "Custom" is selected in the 'Excel Format' field.
  50. Validate "Column width based on objects in the:" is selected in the 'Column Width' field.
  51. Validate 'Export page header and page footer' is selected.
  52. Validate 'Simplify page headers' is selected.
  53. Click [OK].
  54. Validate the XLS file downloads.
  55. Open the XLS file.
  56. Validate the entire report displays.
  57. Close the report.
  58. Select "Typical" in the 'Excel Format' field.
  59. Validate "Column width based on objects in the:" is selected in the 'Column Width' field.
  60. Validate 'Maintain column alignment' is selected.
  61. Validate 'Export page header and page footer' is selected.
  62. Validate 'Simplify page headers' is selected.
  63. Validate 'Use worksheet functions for summaries' is selected.
  64. Click [OK].
  65. Validate the XLS file downloads.
  66. Open the XLS file.
  67. Validate the entire report displays.
  68. Close the report.
  69. Select "Minimal" in the 'Excel Format' field.
  70. Validate 'Use worksheet functions for summaries' is selected
  71. Click [OK].
  72. Validate the XLS file downloads.
  73. Open the XLS file.
  74. Validate the entire report displays.
  75. Close the report.
  76. Select "Microsoft Word (RTF)" in the 'Format Options' field.
  77. Validate "All" is selected from the 'Page Range List' field.
  78. Click [OK].
  79. Validate the RTF downloads.
  80. Open the RTF file.
  81. Validate the entire report displays.
  82. Close the report.
  83. Select "Page Range:" in the 'Format Options' field.
  84. Enter the desired values in the 'From Page' and 'To Page' fields.
  85. Click [OK].
  86. Validate the RTF downloads.
  87. Open the RTF file.
  88. Validate the report displays the correct pages.
  89. Close the report.
  90. Select "Microsoft Word - Editable (RTF)" in the 'Format Options' field.
  91. Validate "All" is selected from the 'Page Range List' field.
  92. Click [OK].
  93. Validate the RTF downloads.
  94. Open the RTF file.
  95. Validate the entire report displays.
  96. Close the report.
  97. Select "Page Range:" in the 'Format Options' field.
  98. Enter the desired values in the 'From Page' and 'To Page' fields.
  99. Click [OK].
  100. Validate the RTF downloads.
  101. Open the RTF file.
  102. Validate the report displays the correct pages.
  103. Close the report.
  104. Select "Separated Values (CSV)" in the 'Format Options' field.
  105. Click [OK].
  106. Validate the CSV downloads.
  107. Open the CSV file.
  108. Validate the entire report displays.
  109. Close the report.
  110. Select "Tab Separated Text (TTX)" in the 'Format Options' field.
  111. Validate the 'Character Options' field contains "Separator: Tab".
  112. Click [OK].
  113. Validate the TTX downloads.
  114. Open the TTX file.
  115. Validate the entire report displays.
  116. Close the report.
  117. Select "Text (TXT)" in the 'Format Options' field.
  118. Validate the 'Characters per inch:' field contains "12".
  119. Validate the 'Number of lines per page:' field contains "60".
  120. Click [OK].
  121. Validate the TXT downloads.
  122. Open the TXT file.
  123. Validate the entire report displays.
  124. Close the report.
  125. Select "XML" in the 'Format Options' field.
  126. Click [OK].
  127. Validate the XML downloads.
  128. Click [Cancel].
  129. Validate the export options no longer display.
  130. Close the report and the form.
Scenario 5: Custom report - validate report displays
Specific Setup:
  • A custom report must exist (Report A).
Steps
  1. Access "Report A".
  2. Validate the Crystal Report launches with the appropriate data for "Report A".
  3. Close the report.
Scenario 6: 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. Log out.
  32. Validate the user is logged out and the undocked form and reports are closed.
Topics
• NX • Report Viewer