Connect/Disconnect Application Namespace
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Application Namespace Connections Validation
- Connect/Disconnect Application Namespace
Scenario 1: Connect/Disconnect Application Namespace - Disconnect Database/then Reconnect with "CDR" Link 'enabled'
Specific Setup:
- Have a system with a child namespace, for example "Avatar MSO", that is already connected to the parent namespace, for example "Avatar PM", via the "Connect/Disconnect Application Namespace" form
- Have a report to display data in the "SYSTEM.radplus_error_log" table
Steps
- Open the "Connect/Disconnect Application Namespace" form:
- From the "Application" field, select the application noted in the setup
- In the "Connect or Disconnect" field, select:
- "Connect/Maintain Connection/Repair Connection".
- Submit the form (Note submission can take some time):
- Validate submission is successful.
- Close the form
- Run the report based on the "SYSTEM.radplus_error_log"
- In the "Option Description" field, validate there are no rows listed for the "Connect/Disconnect Application Namespace" form:
- Re-open the "Connect/Disconnect Application Namespace" form:
- From the "Application" field, select the application noted in the setup
- In the "Connect or Disconnect" field, select:
- "Connect/Maintain Connection/Repair Connection"
- In the "Clinical Data Repository (CDR) Link", select "No"
- Submit the form (Note submission can take some time):
- Validate submission is successful.
- Run the report based on the "SYSTEM.radplus_error_log"
- In the "Option Description" field, validate there are no rows listed for the "Connect/Disconnect Application Namespace" form:
- Open form "Applications Namespace Connection Validations":
- Validate "Currently Connected Namespaces" text box lists the expected child applications and namespace(s):
- Validate there is a message stating "There are no Application/Namespace errors".
- Close the form.
Scenario 2: Connect/Disconnect Application Namespace - Disconnect Database/then Reconnect with "CDR" Link 'disabled'
Specific Setup:
- Have a system with a child namespace, for example "Avatar MSO, that is already connected to the parent namespace, for example "Avatar PM", via the "Connect/Disconnect Application Namespace" form
- Have a report to display data in the "SYSTEM.radplus_error_log' table
Steps
- Open the "Connect/Disconnect Application Namespace" form:
- From the "Application" field, select the application noted in the setup
- In the "Connect or Disconnect" field, select:
- "Connect/Maintain Connection/Repair Connection".
- Submit the form (Note submission can take some time):
- Validate submission is successful.
- Close the form
- Run the report based on the 'SYSTEM.radplus_error_log"
- In the "Option Description" field, validate there are no rows listed for the "Connect/Disconnect Application Namespace" form:
- Re-open the "Connect/Disconnect Application Namespace" form:
- From the "Application" field, select the application noted in the setup
- In the "Connect or Disconnect" field, select:
- "Connect/Maintain Connection/Repair Connection"
- In the "Clinical Data Repository (CDR) Link", select "Yes"
- Submit the form (Note submission can take some time):
- Validate submission is successful.
- Run the report based on the "SYSTEM.radplus_error_log"
- In the "Option Description" field, validate there are no rows listed for the "Connect/Disconnect Application Namespace" form:
- Open form "Applications Namespace Connection Validations":
- Validate "Currently Connected Namespaces" text box lists the expected child applications and namespace(s):
- Validate there is a message stating "There are no Application/Namespace errors".
- Close the form.
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Topics
• Database Management
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"Service Documentation" enabled modeled forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Modeled Form With Service Documentation
Scenario 1: Service Documentation - Validate 'Autosave' functionality (Registry setting "Default to Draft" set to "N")
Specific Setup:
- Have a modeled form [TestForm] configured and enabled for service documentation that contains all the required service documentation type fields
- Open 'Form Definition' for the [TestForm] and set 'Form supports automatic backup' to 'Yes'.
- Registry setting "RADplus->Modeling->Settings->Default To Draft" is set to "N"
- An appointment [TestAppt] has been scheduled with a client [TestClient] in form "Appointment Scheduling"
- An existing service exists for [TestClient]
Steps
- Open form [TestForm]
- Select [TestClient] in the client search field
- In the "Documentation For" selection field
- Select "Existing Appointment"
- Validate the "Draft/Final" field has 'not' defaulted to "Draft" selected, as expected
- Do not make a selection in the field
- Populate any other required or desired fields
- Click the "Backup Form" button to auto save your changes
- Validate a message is displayed on the form indicating the time of the backup.
- Close the form
- Reopen form [TestForm]
- Select [TestClient] in the client search field
- Validate "Restore/Delete Backup Data" screen is displayed
- Validate a row is displayed indicating there is an unsubmitted backup
- Click "Yes" to accept the backup
- Validate [TestForm] is loaded successfully
- Validate the "Draft/Final" field has 'not' defaulted to "Draft" selected, as expected
- Validate all fields populated prior to backing up the form in step 1, are populated as expected
- Submit the form
- Validate the form submits successfully
- Re- open form [TestForm]
- Select [TestClient] in the client search field
- Select the row just submitted
- Validate the "Draft/Final" field has 'not' defaulted to "Draft" selected, as expected
- Validate all fields populated prior to backing up the form in step 1, are populated as expected
- Repeat steps 1 thru 3 for [TestClient]
- Selecting the clients existing service in the "Documentation For" selection field and clicking the "Backup Form" button to auto save your changes
- Validate results are as expected
Scenario 2: Service Documentation - Validate 'Autosave' functionality (Registry setting "Default to Draft" set to "Y")
Specific Setup:
- Have a modeled form [TestForm] configured and enabled for service documentation that contains all the required service documentation type fields
- Open 'Form Definition' for the [TestForm] and set 'Form supports automatic backup' to 'Yes'.
- Registry setting "RADplus->Modeling->Settings->Default To Draft" is set to "Y"
- An appointment [TestAppt] has been scheduled with a client [TestClient] in form "Appointment Scheduling"
- An existing service exists for [TestClient]
Steps
- Open form [TestForm]
- Select [TestClient] in the client search field
- In the "Documentation For" selection field
- Select "Existing Appointment"
- Validate the "Draft/Final" field has defaulted with "Draft" selected, as expected
- Populate any other required or desired fields
- Click the "Backup Form" button to auto save your changes
- Validate a message is displayed on the form indicating the time of the backup
- Close the form
- Reopen form [TestForm]
- Select [TestClient] in the client search field
- Validate "Restore/Delete Backup Data" screen is displayed
- Validate a row is displayed indicating there is an unsubmitted backup
- Click "Yes" to accept the backup
- Validate [TestForm] is loaded
- Validate all fields populated prior to backing up the form in step 1, are populated as expected
- Validate in the "Draft/Final" is set to "Draft", as expected
- Submit the form
- Validate the form submits successfully
- Re- open form [TestForm]
- Select [TestClient] in the client search field
- Select the row just submitted
- Validate all fields populated prior to backing up the form in step 1, are populated as expected
- Validate in the "Draft/Final" is set to "Draft", as expected
- Repeat steps 1 thru 3 for [TestClient]
- Selecting the clients existing service in the "Documentation For" selection field and clicking the "Backup Form" button to auto save your changes
- Validate results are as expected
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Topics
• Auto Save
• Service Documentation
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ODBC connection requests
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
Scenario 1: Validate successfully executing ODBC connections to the Avatar database
Specific Setup:
- Have a standard cache server set up to run reports direct from the database and/or an "ECP" server configured (by Netsmart) to connect to the cache database server, so that reports can be generated via the "ECP" server
- [TestUserA] has an "ODBC Data Source Administrator" connection set up and has access to the utility program for testing
- [TestUserA] has "ODBC" SQL table access assigned in myAvatar to [TestTableA] and [TestTableB] any other desired tables
- [TestUserA] has a two reports setup using their ODBC connection
- [TestReportA] set up to access data in [TestTableA]
- [TestReportB] set up to access data in [TestTableB]
- [TestClient] has a row of data submitted in [TestTableA] and [TestTableB]
- [TestUserB] has permission to form "User Definition" to update SQL table access for [TestUserA]
Steps
- As [TestUserA], open the Windows "ODBC Data Source Administrator" utility program
- In the "User Data Sources" list, select the connection set up for [TestUser]
- Validate the "Host", "Port", "Cache Namespace", "System Code", "Username" and "Password" fields, contain the appropriate values
- Click [Test Connection]
- Validate the connections is successful
- Leave the utility program open
- Open [TestReportA] and [TestReportB]
- Click to preview the [TestReportA]
- Right away, click to preview the [TestReportB]
- Validate results are as expected for [TestTableA] and [TestTableB]
- Log into Avatar as [TestUserB]
- Open form "User Definition" and select [TestUserA] for edit
- Navigate to the "Forms and SQL Access" section and click "Select Tables for Product SQL Access"
- From the "Tables" tree list, either select or deselect any desired table(s)
- Click [OK]
- Don't submit the form
- As [TestUserA]:
- Click to preview the [TestReportA]
- Validate results are as expected for [TestTableA]
- As [TestUserB]:
- Submit the "UserDefinition" form left open in step 3
- Right away, as [TestUserA]
- Click [Test Connection] in "ODBC Data Source Administrator" utility program left open in step 1
- Validate the connections is successful
- As [TestUserB]:
- Repeat step 3, modifying table permissions for [TestUserA]
- As [TestUserA]:
- Click to preview the [TestReportA] again
- Validate results are as expected for [TestTableA]
- As [TestUserB], submit "User Definition" left open in step 5
- Right away as [TestUserA]
- Click to preview the [TestReportA]
- Validate results are as expected for [TestTableB]
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Topics
• Database Management
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