Form Definition - Event Logic
Scenario 1: Form Definition - Event Logic setup and validations
Specific Setup:
- Have a "Modeled" form [ModeledForm], that contains three fields that will be used to set up a "Calculation Type" event in "Form Definition". For this test, the following fields are set up:
- [FieldA] - a "Dictionary" field
- [FieldB] - an "Integer" field
- [FieldC]- a "Decimal" field
Steps
- Open "Form Definition" and select the [ModeledForm]
- Click the "Section Def" tab and select the section with fields defined in the setup
- Click the "Object Def" tab
- Select [FieldB]. This will be the field that will trigger the calculation event
- Click to the "Event" section and click the [Add Item] button
- Set the "Type of Event" field to "Result of Input with Value Checking"
- Set the "Compare with for Event" field, select "Specific Value"
- Set the "Specific Value" field to a desired value that will be used to trigger the event. For this test "!0" is used
- Set the "Relationship to Comparison Value to Trigger Event" select "Equal To"
- Set the "Set Value to Specific Table Value on Event" to "Yes"
- Set the "Table Value to Have Value Changed on Event" to [FieldC]. (This will be the field populated with the result of the calculation)
- Set the "Table Column Value To" to "Calculation Result"
- Set the Calculation Type" to "Addition"
- Click the "Left Operand" field
- Validate [FieldC] is present and select that value
- Click "Submit" to file the form
- Validate the form files successfully
- Re-open "Form Definition"
- Click the "Section Def" tab and select the section with fields defined in the setup
- Click the "Object Def" tab
- Select [FieldB]
- Click to the "Event" section
- Validate each field value selected in step 1d is populated as expected
- Close the form
- Open the [ModeledForm]
- Navigate to [FieldA] and enter any value. For this test "4" is used
- Navigate to [FieldB] enter a value other than "10", which was the trigger value set up
- Validate [FieldC] is not populated
- Navigate back to [FieldB] and enter "10"
- Validate [FieldC] is populated with addition result of [FieldA] plus [FieldB], as expected. In this test, "14" was validated
- Submit the form
- Return to the [ModledForm]
- Select the row just submitted in step 3
- Validate all fields are populated as expected
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Topics
• Modeling
• NX
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Chart View - Data display
Scenario 1: Chart View - Form data validations
Specific Setup:
- Have a copy of the "Treatment Plan" form [TPlanCopy] created using form "Create New Treatment Plan"
- Have a modeled table[MTable] that includes any desired field types and also includes the "Selection Leaf" field that points to [TPlanCopy]. For this example: "Selection Leaf: TPlanCopy" would be listed for selection.
- Create a "Modeled" form [MForm] that includes all the fields table [MTable]
- Have a treatment plan filed in treatment plan[TPlanCopy] for a client [TestClient], that includes "Problem", "Goal", "Objective" and an "Intervention" tree view items submitted in the form
- Have the user with access to the modeled form [MForm]
- Have the modeled form [MForm] added to the users chart view
Steps
- Select client [TestClient]
- Open modeled form [MForm]
- Click the [Select Treatment Plan Item] button
- Validate a "Tab" is opened named with the name of the treatment plan copy created in the set up [TPlanCopy]
- Validate the data displayed contains the "Problems", "Goals", "Objective", "Interventions" tree view data submitted in the setup
- Validate the data displayed for each tree item is as expected and listed in a readable format
- Select the last tree item, "Interventions", this will bring in all connected tree items
- Click the [Return] button
- In the "Selection Leaf" field text box
- Validate the "Problems", "Goals", "Objective", "Interventions" tree view data is displayed as expected, and in a readable format
- Submit the form
- Validate the form files successfully
- Re-open [MForm] for client [TestClient]
- Select the row just submitted
- Validate all fields are populated, as expected
- Close the form
- Open "Chart" view for client [TestClient]
- Select [MForm] on the left side forms list
- Validate the data under the "Select Leaf:" field includes the "Problems", "Goals", "Objective", "Interventions" tree view data as expected
- Validate the data is in a readable paragraph format, with each item (Problem, Goal, Objective, etc) starting on a separate line.
- Validate data in any other fields are displayed as expected
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Topics
• Chart Review
• Forms
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Envelope Import - Mapped Dictionaries
Scenario 1: Envelope Export/Import - Validate forms that contain "Mapped" dictionary fields
Specific Setup:
- Have a server with two Avatar instances setup [SystemA] and [SystemB]
- [SystemA] has several programs set up in form "Program Maintenance" that include programs, "ProgramA(800)", "ProgramB(900) and "ProgramC(950)"
- [SystemB] has several programs set up in form "Program Maintenance" but they do not include programs, "ProgramA(800)", "ProgramB(900) and "ProgramC(950)"
- [SystemA] contains two modeled "Envelopes"
- [EnvelopeA] contains [FormA], it includes a dictionary field [FormA_Dict1] which is mapped to the "(10011) Program" dictionary
- [EnvelopeB] contains [FormB], it contains a dictionary field [FormB_Dict1] that is mapped to the mapped dictionary "[FormADict1]" set up in [FormA]
- Both envelopes have been exported from [SystemA] and the export files have saved on the server
- User has logged in [SystemB]
Steps
- Open form "Envelope Import"
- Click [Select Envelope Import File]
- Navigate to the location of [EnvelopeA] and select the file
- Select "Create New"
- Click "Begin Import Scan"
- Validate there are no errors or warnings in the scan results
- Click [Begin Import]
- Validate the envelope imports successfully
- Repeat steps 1 for [EnvelopeB]
- Validate the results are as expected
- Open [FormA]
- Navigate to field [FormADict1]
- Validate programs "ProgramA(800)", "ProgramB(900) and "ProgramC(950) are not displayed in the field, as expected
- Select any other program
- Submit the form
- Return to [FormA]
- Select the row just submitted
- Validate field [FormADict1] contains the expected value
- Close the form
- Open [FormB]
- Navigate to field [FormBDict1]
- Validate programs, "ProgramA(800)", "ProgramB(900) and "ProgramC(950)" are not displayed in the field, as expected
- Select any other program
- Submit the form
- Return [FormB]
- Select the row just submitted
- Validate field [FormBDict1] contains the expected value
- Close the form
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Topics
• Envelope Import
• NX
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Form "Display User"
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Display User
- User Display Report
Scenario 1: "Display User" Form - "User Display" report data validations
Specific Setup:
- Have a user [UserA] who is not assigned to a user role
- Have another user [UserB] who is assigned to a user role [RoleA]
- Have another user [UserC] who is assigned to a user role [RoleB]
- In form "User List Management", have or create a new user list [Userlisttest] with following users submitted in the form
- In the "Workflow Users" section, add [UserA]
- In the "Workflow User Roles" section, add [RoleA] but do not add [RoleB]
- Logged in user has access to form "Display User"
Steps
- Open form "Display User"
- In field "Individual or All Users", click the "Individual" radio button
- In the "Select User" field, select [UserA]
- Click the [Display User(s)] button
- Validate the "User Display" report generates successfully and in a timely manner
- Validate the "User ID" field is populate with [UserA]
- Validate the "User Description" field is populated as expected
- Validate the "Associate With User Role" field is set to "No", as expected
- Validate the "Workflow Notification User Lists" field is populated with the [Userlisttest] user list, as expected
- Close the report
- In the "Select User" field, select [UserB]
- Click the [Display User(s)] button
- Validate the "User Display" report generates successfully and in a timely manner
- Validate the "User ID" field is populate with [UserB]
- Validate the "User Description" field is populated as expected
- Validate the "Associate With User Role" field is set to "Yes"
- Validate the "User Role" field is populated with [RoleA], as expected
- Validate the "Workflow Notification User Lists" field is populated with the [Userlisttest] user list, as expected
- Close the report
- In the "Select User" field, select [UserC]
- Click the [Display User(s)] button
- Validate the "User Display" report generates successfully and in a timely manner
- Validate the "User ID" field is populate with [UserC]
- Validate the "User Description" field is populated as expected
- Validate the "Associate With User Role" field is set to "Yes"
- Validate the "User Role" field is populated with [RoleB], as expected
- Validate the "Workflow Notification User Lists" field is populated with the [Userlisttest] user list, as expected
- Close the report
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Topics
• NX
• User Definition
• User Role Definition
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Importing Images in Forms
Scenario 1: Validate Images imported and submitted in a forms
Specific Setup:
- Have a form that contains a "Primary" and a "Multiple Iteration" section, with each section containing a "Picture" field and any other desired fields.
- Have "Autosave" is enabled on the form
- Have three image files(for example ".JPG" images) available for import, [ImageA], [ImageB] and [ImageC]
- A client [TestClient], is admitted in an active episode
Steps
- Open the form
- Select [TestClient] and then select the episode
- Select the primary section of the form
- Navigate to the "Picture" field and import [ImageA]
- Populate any other desired fields in the section
- Navigate to the multiple-iteration section of the form
- Click [Add] to add a row [Row1]
- Navigate to the "Picture" field and import [ImageB]
- Populate any other desired fields
- Click [Add] to add another row [Row2]
- Navigate to the "Picture" field and import [ImageC]
- Populate any other desired fields
- Wait for "Autosave" to automatically trigger or click the [Backup] button
- Validate an "Autosave" message is displayed indicating the time of the backup
- Close the form
- Open the form
- Select [TestClient] and then select the episode
- Validate a message displays: "You have an unsubmitted backup of this data record. Do you wish to restore from the backup?"
- Click [Yes]
- Navigate to primary section of the form
- Validate the "Picture" field is populated with [ImageA]
- Validate all other fields are populates as expected
- Navigate to the multiple-iteration section of the form
- Select [Row1]
- Validate the "Picture" field is populated with [ImageB]
- Validate all other fields are populated as expected
- Select [Row2]
- Validate the "Picture" field is populated with [ImageC]
- Validate all other fields are populated as expected
- Click [Submit]
- Validate the form files successfully
- Return to the form
- Select [TestClient] and then select the episode
- Navigate to primary section of the form
- Validate the "Picture" field is populated with [ImageA]
- Validate all other fields are populates as expected
- Navigate to the multiple-iteration section of the form
- Select [Row1]
- Validate the "Picture" field is populated with [ImageB]
- Validate all other fields are populates as expected
- Select [Row2]
- Validate the "Picture" field is populated with [ImageC]
- Validate all other fields are populates as expected
- Close the form
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Topics
• Auto Save
• NX
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