Modeled Form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
Scenario 1: Modeled Form - Validate results of an "Event" defined on field using the "Sum" calculation type
Specific Setup:
- A client with an existing episode is identified. [Client A].
- Have access to a user modeled form [Form A] defined with:
- Four 'Dictionary" fields, for this example: [FieldA], [FieldB], [FieldC] and [FieldD] are used
- Each dictionary field has two or more numerical values for selection
- One "Integer" type field [FieldE]
- In 'Form Definition', for [FieldD], define an event that will sum the values in fields [FieldA], [FieldB], [FieldC] and [FieldD] and populate that value in [FieldE], when as specific value [TriggerValue] is selected in [FieldD].
- This can be done with the following event setup on [FieldD]:
- 'Type of Event' is "Result of Input With Value Checking".
- 'Compare with For Event' is "Specific Value", with the "Specific Value (Dictionary)" field set to the [TriggerValue]
- 'Relationship to Comparison Value' to Trigger Event ' is "Include"
- 'Table Column to Have Value Changed on Event': [FieldE]
- 'Set Table Column Value' is "Calculation Result".
- 'Calculation Type' is "Sum".
- 'Fields for Summation': [FieldA], [FieldB], [FieldC] and [FieldD]
Steps
- Select [ClientA]
- Access [FormA]
- In [FieldA], select a dictionary value
- In [FieldB], select dictionary value
- In [FieldC], select dictionary value
- In [FieldD], select a dictionary value other than the [TriggerValue] defined in the set up
- Validate [FieldE] is not populated with any summation value, as expected
- In [FieldD] select the [TriggerValue] defined in the set up
- Validate the expected summation value is populated in [FieldE] (sum of [FieldA] thru [FieldD]).
- Click [Submit]
- Validate the form files successful
- Access [FormA]
- Select the row filed in step 2
- Validate all fields are populated, as expected
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Topics
• Modeling
• NX
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Scheduling Widgets
Scenario 1: Scheduling Widget - Data validations
Specific Setup:
- In form "Console Widget Configuration", have the following two "Scheduling" widgets defined:
- [WidgetA] - Includes an "SQL Query" to display data in the "SYSTEM.appt_data" table and includes fields; "ApptDate", "StartTime", "ClientID", "StaffID", "Staff_Name" and "User Logged In"
- [WidgetB] - Includes an "SQL Query" to display data in the "SYSTEM.appt_data_all" table and includes fields; "ApptDate", StartTime", "Staff_Name", StaffID and "User Logged In"
- Have both widgets placed on the home view for [UserA]
- Log in as [UserA]
Steps
- On the home view, refresh [WidgetA]
- Valid the "ApptDate" column contains the expected data
- Valid the "StartTime" column contains the expected data
- Valid the "ClientID" column contains the expected data
- Valid the "StaffID" column contains the expected data
- Valid the "Staff_Name" column contains the expected data
- Valid the "UserLoggedIn column contains the expected data
- On the home view, refresh [WidgetB]
- Valid the "ApptDate" column contains the expected data
- Valid the "StartTime" column contains the expected data
- Valid the "StaffID" column contains the expected data
- Valid the "Staff_Name" column contains the expected data
- Valid the "UserLoggedIn column contains the expected data
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Topics
• Console Widget Configuration
• Scheduling Calendar
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Modeled form - with "Table" alias
Scenario 1: Modeled form with table aliasing - validations
Specific Setup:
- Have a modeled table, [TableA] that contains:
- Fields mapped to a "Table" alias [Alias1], for example the "Treatment History" table alias
- Fields mapped to another "Table" alias [Alias2], for example the ""Patient Notes" table alias
- Have a modeled form [FormA] that contains fields from [TableA] in two sections:
- [Section1] contains just fields mapped to table alias [Alias1]
- [Section2] contains just fields mapped to table alias [Alias2]
- For [ClientA] in [EpisodeA], populate the fields available in [FormA] and file two rows of data [Row1] and [Row2]
- Create another table in "Table Definition" [TableB] which includes the same fields mapped in [Alias2] from the "Patient Notes" table alias
- In "Form Definition", edit [FormA]
- Add [TableA] as a secondary table
- Edit [Section2], and replace the "Table" aliased fields from [TableA] with the same ones form [TableB] and submit the form
Steps
- Open [FormA]
- Select [ClientA]
- Select [Episode1]
- In the pre-display, validate [Row1] and [Row2] a displayed for selection
- Select [Row1]
- Click the [Delete] button to delete the row
- Click [Yes] to confirm the deletion
- Exit the form
- Open [FormA]
- Select [ClientA]
- Select [Episode1]
- In the pre-display, validate [Row1] is no longer present and [Row2] a displayed, as expected
- Select [Row2]
- Click the [Edit] button to edit the row
- Edit any field on the form [FieldA]
- Click [Submit]
- Validate the form files successfully
- Open [FormA]
- Select [ClientA]
- Select [Episode1]
- In the pre-display, select [Row2]
- Click the [Edit] button to edit the row
- Validate the change made to [FieldA] is present, as expected
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Topics
• NX
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Sub System Codes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
Scenario 1: Sub System Code's - User access to clients validation
Specific Setup:
- Have a system with multiple system code functionality enabled
- Have system has a root system code [RootA] and three sub system codes on the system
- [SubA] - assigned to only "ProgramA"
- [SubB] - assigned to only "ProgramB"
- [SubC] - assigned to only "ProgramC"
- User "STAFFA" has three clients in his caseload
- "ClientA" - admitted to "ProgramA"
- "ClientB" - admitted to "ProgramB"
- "ClientC" - admitted to "ProgramC"
Steps
- Log into the root system code [RootA] as [StaffA]
- Validate "ClientA", "ClientB" and "ClientC" are displayed in the user's "My Clients" widget
- Select each client and open any client based form, for example "Update Client Data"
- Add or edit any data and submit the form
- Validate the form files successfully
- Log out of [RootA]
- Log into sub system code, [SubA]
- Validate "ClientA" is displayed in the users in the user's "My Clients" widget
- Validate "ClientB" and "ClientC" are not displayed in the user's "My Clients" widget
- In the "Search Clients" field, search for "ClientB"
- Validate "ClientB" is not found
- In the "Search Clients" field, search for "ClientC"
- Validate "ClientC" is not found
- Select "ClientA" and open any client based form,
- Add or edit any data and submit the form
- Validate the form files successfully
- Log out of [SubA]
- Log into sub system code, [SubB]
- Validate "ClientB" is displayed in the user's "My Clients" widget
- Validate "ClientA" and "ClientC" are not displayed in the user's "My Clients" widget
- In the "Search Clients" field, search for "ClientA"
- Validate "ClientA" is not found
- In the "Search Clients" field, search for "ClientC"
- Validate "ClientC" is not found
- Select ClientA open any client based form,
- Add or edit any data and submit the form
- Validate the form files successfully
- Log out of [SubB]
- Log into sub system code, [SubC]
- Validate "ClientC" is displayed in the user's "My Clients" widget
- Validate "ClientA" and "ClientB" are not displayed in the user's "My Clients" widget
- In the "Search Clients" field, search for "ClientA"
- Validate "ClientA "is not found
- In the "Search Clients" field, search for "ClientB"
- Validate "ClientB" is not found
- Select "ClientC" open any client based form,
- Add or edit any data and submit the form
- Validate the form files successfully
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Topics
• NX
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