'Change User ID' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
Scenario 1: "Change User ID" - Validate reverting a UserID to its previous Value
Specific Setup:
- [ChangedUserB] is a user whose UserID had been changed from [ChangedUserA], via the "Change User ID" form
- Have a form, for example, a user based product or modeled form [TestForm] that enabled for document routing. For this test product, form "Ambulatory Progress Notes" is used
- [ChangedUserB] has been routed a "To Do" document for client [TestClient] via form [TestForm] and has approved it, to create the document [TestDoc]
- [ChangedUserB] has been routed another "To Do" document that is still in their "To Do" list
- Have a report or query to display data in the "SYSTEM.Doc_documents" table and include the "data_entry_user_id" field [ReportA]
- Have a report or query to display data in the table used in [TestForm] and include the "data_entry_user_id" field. For this test, the "SYSTEM.cw_patient_notes" table is used [ReportB]
- A test [TestUser] and [ChangedUserB] have access to forms "Change UserID", "User Definition"
- Log in as [TestUser]
Steps
- Open form "Change UserID"
- Select [ChangedUserB] in the "User" field
- Validate the "Old User ID" field is populated with [ChangedUserB]
- Click the "Previous" radio button in the "New or Previous ID" field
- Validate the "Select Previous ID" field is enabled
- Click the drop down list
- Select the users original ID [ChangedUserA] from the list
- Submit the form
- Validate the form submits successfully
- Open form "User Definition"
- In the "Select User" field, search for [ChangedUserB]
- Validate a message is displayed "User ID [ChangedUserB] is disabled. Only User Description can be updated"
- Click [OK]
- Validate the "Deactivate User" field is selected and disabled
- In the "Select User" field, search for [ChangedUserA]
- Validate the "Deactivate User" field is 'not' selected and the field is enabled
- Close the form
- Log out as [TestUser]
- At the Login screen
- Log in as [ChangedUserB]
- Validate login is unsuccessful
- At the Login screen
- Log in as [ChangedUserA] using the password that was assigned to [ChangedUserB]
- Validate login is successful
- At the Home View, navigate to the "My To Do's" list
- Validate the "To Do" for the document routed for [TestForm] is present in their "To Do" list, as expected
- Generate the report to display data in the "SYSTEM.Doc_documents" table
- Locate the row containing [TestDoc] for [TestClient] submitted in the setup
- Validate the "data_entry_user_id" field now indicates [ChangedUserA], as expected
- Validate other data fields are populated as expected
- Generate the report to display data tabled associated with [TestForm]
- Locate the row containing submitted for [TestClient] in the setup
- Validate the "data_entry_user_id" field now indicates [ChangedUserA], as expected
- Validate other data fields are populated as expected
- Open form "User Definition"
- In the "Select User" field, search for [ChangedUserA]
- Change the password to a new password
- Submit the form
- Log out as [ChangedUserA]
- Log in as [TestUser]
- Open form "Change UserID"
- Select [ChangedUserA] in the "User" field
- Validate the "Old User ID" field is populated with [ChangedUserA]
- Click the "Previous" radio button in the "New or Previous ID" field
- Validate the "Select Previous ID" field is enabled
- Click the drop down list
- Select the users original ID [ChangedUserB] from the list
- Submit the form
- Validate the form submits successfully
- Open form "User Definition"
- In the "Select User" field, search for [ChangedUserA]
- Validate a message is displayed "User ID [ChangedUserA] is disabled. Only User Description can be updated"
- Click [OK]
- Validate the "Deactivate User" field is selected and disabled
- In the "Select User" field, search for [ChangedUserB]
- Validate the "Deactivate User" field is 'not' selected and the field is enabled
- Close the form
- Log out as [TestUser]
- At the login screen
- Log in as [ChangedUserA]
- Validate login is unsuccessful
- At the login screen
- Log in as [ChangedUserB] using the new password assigned [ChangedUserA] in step 8
- Validate login is successful
- Generate the report to display data in the "SYSTEM.Doc_documents" table
- Locate the row containing [TestDoc] for [TestClient] submitted in the setup
- Validate the data_entry_user_id" field now indicates [ChangedUserB], as expected
- Validate other data fields are populated as expected
- Generate the report to display data tabled associated with [TestForm]
- Locate the row containing submitted for [TestClient] in the setup
- Validate the "data_entry_user_id" field now indicates [ChangedUserB], as expected
- Validate other data fields are populated as expected
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Topics
• Change User ID
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User Merge File Import
Scenario 1: User Merge File Import' form (Multiple Users) - create new user
Specific Setup:
- Have four users for testing
- [TestUser1], [TestUser2], [TestUser3], [TestUser4],
- Have a "User Import File" file created [TestImport]
- Have the import file set up to merge the following users to new user:
- [TestUser1] and [TestUser2] to a new user [Merged1]
- [TestUser3] and [TestUser4] to a new user [Merged2]
- Note: (For file format and requirements for a "User Merge" file, see Wiki page: https://wikihelp.ntst.com/EHR/myAvat...ge_File_Import")
- Have a report or query to display data in the "SYSTEM.RadPlusUserLink" table
Steps
- Open form "User File Import"
- Click [Select User Import File]
- Navigate to the location of the [TestImport] file
- Select the file and click [OK]
- In the "User Merge File Scan Results" field, validate there are no messages blocking the import
- Click [Process User Merge File]
- Validate the merge is successful. [Please Note: by default, the new merged user's temporary password will be their user name after the merge is processed]
- Log in as [TestUser1]
- Validate login is not successful, as expected
- Log in as [TestUser2]
- Validate login is not successful, as expected
- Using their user name as their temporary password, log in as [Merged1]
- Validate the user is prompted to change their password
- Enter a new password
- Validate login is successful
- Repeat step 2 and 3 using [TestUser2] and [TestUser3]
- Validate the results are same, as expected
- Using their user name as their temporary password, log in as [Merged2]
- Validate the user is prompted to change their password
- Enter a new password
- Validate login is successful
- Run the report or query to display data in the "SYSTEM.RadPlusUserLink" table
- Locate the row for [Merged1]
- Validate the value in the "disable_value" field indicate "No" and note the value in their 'system_link_id" field
- Locate the row for [Merged2]
- Validate the value in the "disable_value" field indicate "No"
- Validate the value in their 'system_link_id" is unique, a different value than what was noted for [Merged1] in step 6a
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Topics
• User Merge
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