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Avatar NX User Interface Update 2021.08.00.03 Acceptance Tests

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Enterprise Login
Scenario 1: Avatar (NIAM) "Netsmart’s Identity and Access Management" - Login & Form Authentication (NX)
Specific Setup:
  • Have a system with Netsmart's "(NIAM) Netsmart’s Identity and Access Management" functionality” configured by Netsmart.
  • An "(ODIC) Identity Provider" solution for example provider "Okta", is configured with Netsmarts (NIAM) functionality to provide external login authentication
  • The "(ODIC) Identity Provider" solution has been enabled for "MFA (Multi factor authentication)"
  • [UserA], has been assigned an external login ID and password to login using the "(ODIC) Identity Provider" solution
  • [UserA] is configured in form "User Definition" with prompt "User External Login" set to "Yes" and field "External Login ID" populated with external login ID assigned by the "(ODIC) Identity Provider". This will be used as "Netsmart ID" during login
  • Have a form enabled for "Document Routing" [FormA]
  • [UserA] has permission to access [FormA]
  • Have the system configured for multiple system codes
  • Have a root system code [RootA] with a sub system code defined [SubA]
  • [UserA] is configured in form "User Definition" with access to the root system code and the subsystem code
Steps
  1. Navigate to the 'Netsmart Avatar NX' login screen.
  2. Select the system from the 'System' field.
  3. Click the [External Login] login button
  4. In the "External Login" screen, populate the "Netsmart ID" with an "invalid" ID for [UserA]
  5. Populate the "Password" field
  6. Click [Sign In]
  7. Validate the message "Unable to sign in" is displayed
  8. Populate the "Netsmart ID" with a valid ID for [UserA]
  9. Populate the "Password" field with an invalid password for [UserA]
  10. Click [Sign In]
  11. Validate the message "Unable to sign in" is displayed.
  12. In the "External Login" screen, populate the "Netsmart ID" with the "valid" ID for [UserA]
  13. Populate the "Password" field
  14. Click [Sign In]
  15. At the "SMS Authentication" screen, click [Send Code]
  16. Retrieve the code and populate "Enter Code" field
  17. Click [Verify]
  18. At the login screen, select [RootA] system code from the "System Code" drop down list
  19. At the home screen, click "User Menu" icon
  20. Select "Lock Application"
  21. At the "Locked" screen, click the [External Login] login button
  22. Populate the "Password" field
  23. Click [Verify]
  24. At the "SMS Authentication" screen, click [Send Code]
  25. Retrieve the code and populate "Enter Code" field
  26. Click [Verify]
  27. At the home view, search for any client
  28. Open [FormA]
  29. Populate the form
  30. File the form as "Final".
  31. In the "External Login" screen verify screen, enter a valid password
  32. Click [Verify]
  33. At the "SMS Authentication" screen, click [Send Code]
  34. Retrieve the code and populate "Enter Code" field
  35. Click [Verify]
  36. Click the [Sign and Route] button
  37. At the "Route Document To" screen, select "UserA" as the approver
  38. Click [Add]
  39. Click [Submit]
  40. Validate the form submits successfully
  41. Navigate to the "My To Do's" list
  42. Locate the to do routed in step 31
  43. Click [Review]
  44. In the "Document to Review" screen, click [Accept]
  45. Click [Sign]
  46. In the "External Login" screen verify screen, enter a valid password
  47. Click [Verify]
  48. At the "SMS Authentication" screen, click [Send Code]
  49. Retrieve the code and populate "Enter Code" field
  50. Click [Verify]
  51. Validate to do is removed from to do list
  52. Log out of the application
  53. At the 'Netsmart Avatar NX' login screen, select the system from the 'System' field.
  54. Click the [Log in with Local Credentials] login button
  55. At the "SMS Authentication" screen, click [Send Code]
  56. Retrieve the code and populate "Enter Code" field
  57. Click [Verify]
  58. From the "System Code" dropdown, select [SubA] sub system code
  59. Validate login successful.
  60. Repeat steps 19 thru 51, locking/unlocking the application and then routing/approving a document
  61. Validate results are as expected
  62. Log out of the application
  63. At the 'Netsmart Avatar NX' login screen, select the system from the 'System' field
  64. Click the [Log in with Local Credentials] login button
  65. Populate the "System Code"
  66. Populate "Username" and "Password" fields using the credentials for [UserB]
  67. Click [Login]
  68. Validate login successful
  69. Repeat steps 19 thru 51, locking/unlocking the application and then routing/approving a document
  70. Validate results are as expected
Topics
• Login • NX