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myInsight NX 11.0.0125.02 Acceptance Tests


ECS-62853 Summary | Details
Creating New Staff Profile
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • New Staff [ADD]
  • Person Information No Anonymous [ADD]
  • Staff - Service Link Subform
  • Staff Information Form Set
  • Staff Listing - Agency Employees (By People ID)
  • Staff Programs Subform
  • Staff with Security [EDIT]
  • Staff Workgroups Enrollment Subform
  • Staff-By-Jobtitles
  • Staff-Services Link Subform
  • Staff-Site Link Subform
  • Staff-Worker Role Link Subform
  • Wizard
  • Staff - By Jobtitles
Scenario 1: Staff Profile Copy Wizard
Specific Setup:
  • Staff user must have access to add new users.
  • Existing staff with values user to copy.
Steps
  1. Click "New" in the Staff Search within "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
  2. Check off the field "Enable Staff Copy". This will enable the "Staff Person Copied" field.
  3. Enter the desired staff person to be copied from.
  4. Validate the Sub-Forms and their values from the staff entered in step 2 is copied.

Staff Information:

a. Job Title

Worker Profile:

a. Supervises Self

b. Supervisor

c. Managing Offices (Sub‐Form)

User Access:

a. Navigation Access

b. Incident Worker Role

c. Can Access All Incidents

d. Can Access Sensitive Incidents

Programs and Worker Roles Worth with:

a. All Programs

b. Programs (Sub‐Form)

c. All Worker Roles

d. Worker Roles (Sub‐Form)

Services:

a. All Services

b. Limited to only services selected (Sub‐Form)

Enrollment into Workgroups:

a. Enrollment/Workgroup (Sub‐Form)

Navigation Preferences:

a. Personalize Navigation Settings

b. Is Navigation Docked

c. Interface Color Scheme

d. Load Last Loaded Form

e. Module

f. Sub‐Module

g. Form Set

h. Form Set Member

i. Display Most visited

j. Most Visited Maximum # of items to display

k. Most visited # of days to be considered

l. Most Recent Maximum # of items to display

m. Display Favorites

n. Display Labels of Navigation Buttons

o. Display Module Icons

p. Prevent Alert Pane from Automatically Opening

Scenario 2: Staff Profile Copy Wizard – Modifications
Specific Setup:
  • Staff user must have access to add new users.
  • Existing staff with values user to copy.
Steps
  1. Click "New" in the Staff Search within "Agency > Staff & Security > Staff Information > Staff Profiles with Security".
  2. Check off the field "Enable Staff Copy". This will enable the "Staff Person Copied" field.
  3. Enter the desired staff person to be copied from.
  4. Click " Finish" to save the entry.
  5. Validate modifications can be made to newly created staff.
Topics
• Staff

myInsight_NX_11.0.0125.02_Details.csv