Data reports/queries
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Admission Data Report (Results)
- Command Button Report
- CW Patient Notes Table Report
- Daily Dispensing Activity
- Daily Dispensing Activity Report
- Daily Dispensing Activity Report (Report Results)
- Document Routing Crystal Report
- Post Filing Report
- Report Definition Test Report
- SYSTEM.cw_patient_notes.rpt
Scenario 1: Validate data results from reports generated using an ODBC login connection
Specific Setup:
- Create a new user in form "User Definition" [TestUserA] and assign the user permissions to a table, for example table "SYSTEM. patient_current_demographics" is used
- Have a "Crystal Report" [ReportA] created to display data in that table using and ODBC connection configured for [TestUserA]
- Have a second user [TestUserB] who that already has access to that same table as [TestUserA]
- Have a "Crystal Report" [ReportB] created to display data in that table using and ODBC connection configured for [TestUserB]
- In form "Import Reports"
- Using the "Import Report as Form" option, have a report [ReportC] imported configured to run from a menu
- [TestUserC] has access to "Report Definition" form type report [ReportD] for testing. For example, product form "Admits By Program, Zip Code, Ethnicity" can be used
- Have three modeled forms available for testing
- [FormA] is enabled for document routing set in form "Document Routing Setup", to use a crystal report [ReportE] as a template to display the document image. (Note: The "Import Report for Document Routing" option in form "Import Reports", can be used to import the report into the system for use)
- [FormB] configured with a "Post Filing" report [ReportF] that will run at form submission
- [FormC] configured with a "Command Button" on the form that will run a report [ReportG]
- [TestUserC] has access to all forms stated in the setup and has the "Crystal Report" application on their desktop
Steps
- In application "Crystal Reports"
- Open [ReportA], that has the "ODBC" connection configured for [TestUserA]
- Click to process the report
- Validate the report display all data as expected
- Close the report
- Repeat step 1a again to regenerate the report
- Validate results are as expected
- Open [ReportB], that has the "ODBC" connection configured for [TestUserB]
- Click to process the report
- Validate the report display all data as expected
- Close the report
- Repeat step 1c again to regenerate the report
- Validate results are as expected
- Log in Avatar
- Search for and open [ReportC], the report imported to run from a menu
- Validate when selected form the menu, the report launches successfully
- Validate the report display all data as expected
- Close the report
- Repeat step 2a again to regenerate the report
- Validate results are as expected
- Close the report
- Search for and open [ReportD], the "Report Definition" report
- Populate any prompts on the form
- Click to process the report
- Validate the report display all data as expected
- Close the report
- Repeat step 2b again to regenerate the report
- Validate results are as expected
- Search for and open [FormA], the document routing enabled modeled form set to use a "Crystal Report" [ReportE] as template to display the document image
- Populate the form
- Submit the form as "Final"
- Validate the document image is displayed using the format of [ReportE] and data is displayed, as expected
- Approve/ route and submit the document
- Validate submission is successful
- Repeat step 2c again
- Validate results are as expected
- Search for and open [FormB], the form configured with a post filing report
- Populate the fields on the form
- Submit the form
- Validate the form files successfully
- Validate the post filing report [ReportF] is launched
- Validate the data is displayed as expected
- Repeat step 2e again to regenerate the report
- Validate results are as expected
- Search for and open [FormC], the form configured with the command button report
- Populate the fields on the form
- Navigate to the "Command Button" field
- Click the field to launch the report
- Validate [ReportG] is launched
- Validate data is displayed as expected
- Submit the form
- Validate the form submits successfully
- Validate the command button report [ReportF] is launched
- Validate the data is displayed as expected
- Submit the form
- Validate the form files successfully
- Repeat step 2g again to regenerate the report
- Validate results are as expected
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Topics
• Import Reports
• Query/Reporting
• SQL Data Access
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