Avatar NX - Scheduling Calendar
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
Scenario 1: Scheduling Calendar (undocked) - Validate auto refresh
Specific Setup:
- Must have a user (User A) with an associated practitioner (Practitioner A).
- "User A" must have visibility to two other practitioners with hours (Practitioner B and Practitioner C).
- "User A" must be logged into two separate Avatar NX sessions (Session A and Session B).
- A client must be enrolled in an existing episode and have an appointment scheduled with "Practitioner A" for the current day (Client A).
Steps
- In "Session A" launch the 'Scheduling Calendar'.
- Validate the 'Appointment Grid' contains the appointment for "Client A".
- Click [Day].
- Validate the calendar displays as expected with the practitioners listed above.
- In "Session B" launch the 'Scheduling Calendar'.
- Validate the 'Appointment Grid' contains the appointment for "Client A".
- Click [Week].
- Validate the calendar displays as expected with the practitioners listed above.
- Select the appointment for "Client A" and drag and drop it to any other available time.
- Validate the 'Appointment Grid' contains the appointment for "Client A" in the new time slot.
- Validate "Session A" displays the appointment in the new time slot.
- Resize the appointment for "Client A".
- Validate "Session A" displays the appointment with the updated duration.
- Right click the appointment and select "Delete".
- Validate a 'Delete Appointment' dialog stating: "Are you sure?" and click [Yes].
- Validate the appointment no longer displays in either session.
- In "Session A" right click an open time slot and select "Add Appointment".
- Validate the 'Appointment Details' form displays.
- Enter and select "Client A" in the 'Client' field.
- Enter and select "Practitioner B" in the 'First Co-Practitioner' field.
- Enter and select "Practitioner C" in the 'Second Co-Practitioner' field.
- Populate all required and desired fields.
- Click [Submit].
- Validate the 'Appointment Grid' contains the appointment for "Client A" in both sessions.
Scenario 2: Scheduling Calendar - Validate Auto Refresh with multiple users
Specific Setup:
- Must have a user (User A) with an associated practitioner (Practitioner A).
- Must have a user (User B) with an associated practitioner (Practitioner B).
- "User A" must have visibility to two other practitioners with hours (Practitioner B and Practitioner C).
- "User B" must have visibility to "Practitioner A" and "Practitioner B".
- "User A" and "User B" must have separate Avatar NX sessions open (Session A and Session B).
- A client must be enrolled in an existing episode (Client A).
Steps
- In "Session A" access the 'Scheduling Calendar' form.
- Click [Day].
- Validate the calendar displays as expected with the practitioners listed above.
- In "Session B" access the 'Scheduling Calendar' form.
- Click [Day].
- Validate the calendar displays as expected with the practitioners listed above.
- In "Session A" right click an open time slot and select "Add Appointment".
- Validate the 'Appointment Details' form displays.
- Enter and select "Client A" in the 'Client' field.
- Populate all required and desired fields.
- Click [Submit].
- Validate the 'Appointment Grid' contains the appointment for "Client A" in both sessions.
- Click [Week].
- Select the appointment for "Client A" and drag and drop it to a different day of the week.
- Validate "Session A" displays the appointment on the new day.
- In "Session B" validate the appointment no longer displays because it was moved to a different day.
- Click [Week].
- Validate the appointment for "Client A" displays.
- In "Session A" right click on the appointment for "Client A" and select "Delete".
- Validate a 'Delete Appointment' dialog stating: "Are you sure?" and click [Yes].
- Validate the appointment no longer displays in either session.
- Navigate to the following week.
- Right click on an open time slot and select "Add Appointment".
- Validate the 'Appointment Details' form displays.
- Enter and select "Client A" in the 'Client' field.
- Populate all required and desired fields.
- Click [Submit].
- Validate the 'Appointment Grid' contains the appointment for "Client A".
- In "Session B" validate the appointment does not display because it was scheduled for a different week.
- Click [Month].
- Validate the appointment displays.
- In "Session A" right click an open time slot for "Practitioner C" and select "Add Appointment".
- Validate the 'Appointment Details' form displays.
- Enter and select "Client A" in the 'Client' field.
- Populate all required and desired fields.
- Click [Submit].
- Validate the 'Appointment Grid' contains the appointment for "Client A".
- In "Session B" validate the appointment does not display because the user does not have visibility to "Practitioner C".
- Close the calendars.