Client Name Display
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
Scenario 1: Validate client name display in the "My Clients" widget and "Chart" view header
Specific Setup:
- Have a client with just first and last name defined. [ClientA]
- Have a client with first name, last name and middle name defined. [ClientB]
- Have a client with first name, middle name, last name and a suffix defined. [ClientC]
- Have a client with a prefix, first name, middle name, last name and a suffix defined. [ClientD]
- Have the "My Clients" widget on a user's [UserA] home view
- Have a client based form available for testing. For example "Update Client Data" [FormA]
- Have [FormA] added to the users home view
- Log in as [UserA]
Steps
- In the "Search Clients" field of the "My Clients" widget, search for and select [ClientA]
- Validate the selected clients first and last name are displayed in both the "My Clients" and "Recent Clients" lists, as expected
- Right-click on the clients name and click to display the clients chart
- Validate the name in the client chart header displays clients first and last name, as expected
- Validate the "Tab" above the client header, displays the clients first name followed by the first initial of their last name(in uppercase)
- Click back to the Home View
- Search and open [FormA]
- Validate the name in the client header displays clients first and last name, as expected
- Validate the "Tab" above the client header, displays the clients first name followed by the first initial of their last name(in uppercase)
- Close or submit [FormA]
- Validate the name in the client header displays clients first and last name, as expected
- Validate the "Tab" above the client header, displays the client first name followed by the first initial of their last name(in uppercase)
- In the "Search Clients" field of the "My Clients" widget, search for and select [ClientB]
- Validate the selected clients first, middle and last name are displayed in both the "My Clients" and "Recent Clients" lists, as expected
- Right-click on the clients name and click to display the clients chart
- Validate the name in the client chart header displays clients first, middle and last name, as expected
- Validate the "Tab" above the client header, displays the client first name followed by the first initial of their middle name(in uppercase) and the first initial of their last name(in uppercase)
- Click back to the Home View
- Search and open [FormA]
- Validate the name in the client header displays clients first, middle and last name, as expected
- Validate the "Tab" above the client header, displays the client first name followed by the first initial of their middle name(in uppercase) and the first initial of their last name(in uppercase)
- Close or submit [FormA]
- Validate the name in the client header displays clients first, middle and last name, as expected
- Validate the "Tab" above the client header, displays the clients first name followed by the first initial of their middle name(in uppercase) and the first initial of their last name(in uppercase)
- In the "Search Clients" field of the "My Clients" widget, search for and select [ClientC]
- Validate the selected clients first, middle, last name and suffix(in uppercase letters) are displayed in both the "My Clients" and "Recent Clients" lists, as expected
- Right-click on the clients name and click to display the clients chart
- Validate the name in the client chart header displays the clients first, middle, last name and suffix(in uppercase letters)
- Validate the "Tab" above the client header, displays the clients first name, first initial of their middle name(in uppercase), first initial of their last name(in uppercase)
- Click back to the Home View
- Search and open [FormA]
- Validate the name in the client chart header displays the clients first, middle, last name and suffix(in uppercase letters)
- Validate the "Tab" above the client header, displays the clients first name, first initial of their middle name(in uppercase), first initial of their last name(in uppercase)
- Close or submit [FormA]
- Validate the name in the client chart header displays the clients first, middle, last name and suffix(in uppercase letters)
- Validate the "Tab" above the client header, displays the clients first name, first initial of their middle name(in uppercase), first initial of their last name(in uppercase)
- In the "Search Clients" field of the "My Clients" widget, search for and select [ClientD]
- Validate the selected clients prefix(in uppercase letters), first name, middle name, last name and suffix(in uppercase letters) are displayed in both the "My Clients" and "Recent Clients" lists, as expected
- Right-click on the clients name and click to display the clients chart
- Validate the name in the client chart header displays the clients prefix(in uppercase letters), first name, middle name, last name and suffix(in uppercase letters)
- Validate the "Tab" above the client header, displays the clients first name, first initial of their middle name(in uppercase), first initial of their last name(in uppercase)
- Click back to the Home View
- Search and open [FormA]
- Validate the name in the client chart header displays the clients prefix(in uppercase letters), first name, middle name, last name and suffix(in uppercase letters)
- Validate the "Tab" above the client header, displays the clients first name, first initial of their middle name(in uppercase), first initial of their last name(in uppercase)
- Close or submit [FormA]
- Validate the name in the client chart header displays the clients prefix(in uppercase letters), first name, middle name, last name and suffix(in uppercase letters)
- Validate the "Tab" above the client header, displays the clients first name, first initial of their middle name(in uppercase), first initial of their last name(in uppercase)
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Topics
• Client Search
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