Modeled form with Service Documentation
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Modeled Form With Service Documentation
- Registry Settings (PM)
Scenario 1: Service Documentation - Validate Registry Setting - "Allow Appointment Modifications"
Specific Setup:
- Have a modeled form [TestForm] configured and enabled for service documentation that contains all the required service documentation type fields
- Have two appointments set for a client [TestClient] for today, one set earlier than the other. For this example:
- [ApptA] exists for staff [StaffA] from 7am to 8am today
- [ApptB] exists for staff [StaffB] from 8am to 9am today
- Have access to the "Registry Settings", "Scheduling Calendar" and form [TestForm]
Steps
- Open form "Registry Settings"
- Search for and select setting "Allow Appointment Modifications" for edit. Note: Selecting 'Y' will enable the Service Code, Location, Duration, Start Time and End Time fields on Service Documentation-enabled modeled forms when editing an existing appointment. Changes to these values will be applied to the appointment when the data is filed as Final. Selecting 'N' will disable the service documentation fields."
- Set the registry setting value to "N" and submit the form
- Open form [TestForm]
- Select client [TestClient]
- In the "Documentation For" selection field
- Select "Existing Appointment"
- Select [ApptA] from the drop down list
- Validate fields "Service Charge Code", "Location", "Duration, "Start Time" and "End Time" are "Disabled" as expected, based on the registry setting.
- Close the form
- Open form "Registry Settings"
- Search for and select setting "Allow Appointment Modifications" for edit.
- Set the registry setting value to "Y"
- Submit the form
- Open form [TestForm]
- Select client [TestClient]
- In the "Documentation For" selection field, select "Existing Appointment"
- Select [ApptA] from the drop down list
- Validate fields "Service Charge Code", "Location", "Duration", "Start Time" and "End Time" are "Enabled" and this time and populated as expected.
- Change the appointment start and end times for [ApptA] to the same times as those of [ApptB]
- Set the "Draft/Final" field to "Final
- Validate there's a message displayed blocking the change, indicating the [TestClient] already has an appointment for the new start and end times inputted.
- Change the appointment start and end times for [ApptA] to a start and end time that does not conflict with another appointment
- Set the "Duration" field to the correct value based on the appointment start and end times entered
- Change the "Service Charge Code" field to a new value
- Validate the value is accepted
- Change the "Service Location" to a new value
- Validate the value is accepted
- Populate the other required fields and any other fields on the form
- Set the "Draft/Final" field to "Draft"
- Click [Submit]
- Validate submission is successful
- Open form [TestForm]
- Select client [TestClient]
- Validate all the fields on the form are populated as expected, including the fields updated in step 4
- Set the "Draft/Final" field to "Final
- Click [OK] at the "Selecting 'Final' prevents further edits dialog
- Click [Submit]
- Validate submission is successful
- Open form "Scheduling Calendar"
- Navigate to [ApptA] in the appointment grid
- Validate the start and end times of the appointment on the grid is match new values entered in step 4b
- Click to edit the appointment
- Validate the value "Service Start Time" field, is the new value entered in step 4b
- Validate the value "Service End Time" field, is the new value entered in step 4b
- Validate the value "Duration" field, is the new value entered in step 4b
- Validate the "Service Code" field, is the new value entered in step 4b
- Validate the "Location" field, is the new value entered in step 4b
- Validate all other fields are populated, as expected
- Close the form
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Topics
• NX
• Service Documentation
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