My To Do's Widget - Client name
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- HomeView - My To Do's widget
- Review To Do Item (PM)
Scenario 1: Validate display of the clients name in the "My To Do's" widget
Specific Setup:
- In form "Dictionary Update", have the "Client Prefix (175)" and the "Client Suffix (174)" dictionary's, populated with dictionary values.
- Have clients admitted on the system defined that have client names in the following formats::
- [ClientA] has just a "first and last name" defined.
- [ClientB] has a "first name, middle name, last name" defined.
- [ClientC] has a "first name, middle name, last name and a suffix" defined.
- [ClientD] has a "prefix, first name, middle name, last name" defined.
- [ClientE] has a "prefix, first name, middle name, last name and a suffix defined.
- Have a user [TestUser] who is a staff member and has the "My To Do's" widget on their home view
- For each client in step 2, have a "To Do" item generated and sent to [TestUser]. (For example, this can be done using form "Send To Do Notification" or any form enabled for document routing)
- Log in as [TestUser]
Steps
- Navigate to the "My To Do's" widget
- In the "Client" column, locate the To Do generated for [ClientA]
- Validate the clients name displays in the format "First Name Last Name" as expected
- Click "Review To Do Item" in the "Action" column to launch the "Review To Do Item" form
- Validate the "Client Header" displays the name as expected, in the format "First Name Last Name"
- Click the "Reviewed" check box
- Submit the form
- Validate the To Do is removed from the To Do's list
- In the "Client" column locate the To Do generated for [ClientB]
- Repeat step 1a,
- Validate results are as expected, ensuring the clients name displays in the format, "First Name Middle Name Last name"
- In the "Client" column locate the To Do generated for [ClientC]
- Repeat step 1a
- Validate results are as expected, ensuring the clients name displays in the format, "First Name Middle Name Last name Suffix"
- In the "Client" column locate the To Do generated for [ClientD]
- Repeat step 1a
- Validate results are as expected, ensuring the clients name displays in the format, "Prefix First Name Middle Name Last Name"
- In the "Client" column locate the To Do generated for [ClientE]
- Repeat step 1a
- Validate results are as expected, ensuring the clients name displays in the format, "Prefix First Name Middle Name Last name Suffix"
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Topics
• NX
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