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myEvolv 11.0.0125.02 Acceptance Tests

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ECS-58792 Summary | Details
11.0.0100.05, 11.0.0125.02, 11.0.0075.07, 11.0.0150
API Import Templates
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency Setup >Other Setups >Import File Template >Fields Layout
  • Select Template
  • Agency Setup > Other Setups > Import File Template > Import File Template
  • Select Template -- Webpage Dialog
  • Agency Setup > Other Setups > Import File Template > Fields Layout
Scenario 1: Import Template "API Create a Person"
Specific Setup:
  • User has access to Agency Setup module.
  • Import template of "API Create Person" is present.
Steps
  1. Navigate to "Agency Setup >Other Setups >Import File Template".
  2. Click on the "Select" template.
  3. Set the "Description" to "API Create".
  4. Click the "Search" button.
  5. Validate the "API Create a Person" template is present within results.
  6. Click on the "API Create a Person".
  7. Validate form opens.
  8. Click on the "Fields Layout" tab and validate desired fields.
Scenario 2: Validate API Import Templates
Specific Setup:
  • User has access to Agency Setup module.
  • Import template of "API Create Person" is present.
  • Import template of "API Create Client" is present.
  • Import template of "API Update Person" is present.
Steps
  1. Navigate to "Agency Setup > Other Setups > Import File Template > Fields Layout".
  2. Click "Select Template".
  3. Search and select "API Create a Client".
  4. Click "Generate JSON Layout".
  5. Verify the "JSON Layout" window exists.
  6. Click "Close".
  7. Repeat step 1 for the following templates:
  8. "API Create a Person".
  9. "API Update a Person".
Topics
• Agency Setup • Imports
ECS-61506 Summary | Details
11.0.0125.01, 11.0.0150
CardConnect Integration for Attendance Facilities
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Attendance Facilities Form Set
  • Attendance Institution (Facility) Listing
  • Attendance (Facility) [ADD]
  • Managing Offices
  • Inst Day Care Status History Subform
  • Open/Closed Status - Attendance Institution
  • Attendance/Day Care Units Subform
  • Group Programs Subform
  • Agency/Programs Table
  • myEvolv Navigation
  • Finance > Accounts Receivable > Credit Card Payments > Payments
  • Device -- Webpage Dialog
  • ADD Form -- Webpage Dialog
  • All Clients With Security Listing by PeopleID -- Webpage Dialog
  • All Client Guarantors - Self Pay -- Webpage Dialog
  • All Clients By Guarantor - Self Pay -- Webpage Dialog
  • Credit Card Manual Entry -- Webpage Dialog
  • EDIT Form -- Webpage Dialog
  • Attendance (Facility) [EDIT]
Scenario 1: Validate Attendance Facilities Can Be Added to Credit Card Processors
Specific Setup:
  • Test system must not have Finance NX enabled.
  • "Credit Card Processors" setup by NTST.
  • Test credit card for processing payment.
  • Test system setup for CardConnect.


Steps
  1. Navigate to "Finance > Accounts Receivable > Credit Card Payments > Payments" in CS system.
  2. Select the appropriate Device.
  3. Select "Add New" > "Cash Received-Credit Card" to launch the form.
  4. Fill out required fields and click "Save".
  5. Fill out the credit card information to process a successful payment.
  6. Confirm you get a message "Payment Successfully Submitted".
  7. Confirm after clicking "OK" payment is successfully processed and appear in "Credit Card Payments" table.
Topics
• Agency • Setup