Manage Observer Caseload
Scenario 1: Manage Observer Caseload - Add/Remove Clients from Caseload and validate 'Change User ID'
Specific Setup:
- Have or create a user [UserA] in form "User Definition", that includes a period "." in their "UserID"
- Have or create another user [UserB] in form "User Definition", that does not include a period "." in their "UserID"
Steps
- Open the "Manage Observer Caseload" form
- Select [UserA] in the "Select User" field
- Click the "Caseload" radio button
- Click "Add" in the "Add or Remove Client From Caseload" field
- Select a client [ClientA], from the "Unit" field or by using the "Client" search field
- Click the [Upload Caseload] button.
- Validate the "Current Caseload" field contains [ClientA]
- Select [UserB] in the "Select User" field
- Click the "Caseload" radio button
- Click "Add" in the "Add or Remove Client From Caseload" field
- Select a client [ClientB], from the "Unit" field or by using the "Client" search field
- Validate the "Current Caseload" field contains [ClientB]
- Exit the form
- Open form "Change UserID"
- Select [UserA] in the "User" field
- Populate the "New User ID" field with a new user ID [UserC]
- Submit the form
- Validate the form files successfully
- Return to the form
- Select [UserB] in the "User" field
- Populate the "New User ID" field [UserD]
- Submit the form
- Validate the form files successfully
- Open the "Manage Observer Caseload" form
- Search for [UserA]
- Validate [UserA] is not found
- Search for [UserC]
- Validate [UserC] the users new ID, is found
- Validate [ClientA] added in step 1 displays in the "Current Caseload" field, as expected
- Search for [UserB]
- Validate [UserB] is not found
- Search for [UserD]
- Validate [UserD] the users new ID, is found
- Validate [ClientB] added in step 1 displays in the "Current Caseload" field, as expected
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Topics
• Manage Observer Caseload
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