398. EPMO Open Source Coordination Office Redaction File Detail Report

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398.1 Files compared

#	Location	File	Last Modified
1			Fri Jun 22 18:29:58 2018 UTC
2	v1603_release_60.zip\Docs	175455 - Interim VEFT Regression Test.docx	Thu Jun 21 13:57:57 2018 UTC

398.2 Comparison summary

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398.3 Comparison options

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398.5 Comparison detail

				1		175455: In terim VEFT Regressio n Test
				2
				3		Creation D ate: Apr 20, 2018 1 1:13:01 AM (UTC-05:0 0)Last Mod ified: Apr 20, 2018 11:18:46 A M (UTC-05: 00)
				4
				5		State: Dra ft
				6		Originator : Gibbons , Joel D. (Booz Alle n Hamilton )Owner: Ty pe: Manual
				7		Test Data: Unassigne d
				8
				9		Descriptio n: Interi m VEFT Reg ression Te st - compl ete proced ure is und er constru ction and will take the form o f a suite
				10
				11		Summary
				12
				13		Categories
				14		Function: Unassigned
				15		Test Phase : Integrat ion Test
				16
				17		Formal Rev iew
				18
				19
				20		General Co mments
				21
				22
				23		Step 1
				24		Execution Step
				25
				26		Descriptio n*Manual S teps
				27
				28
				29
				30
				31
				32		PA
				33		Pre-requis ites
				34		If you are changing environmen ts, clear cache and delete tem porary int ernet file s.
				35
				36		Emails are set to ro ute to the tester(s) .
				37		PA
				38		Log In:
				39		Splash Scr een
				40		Double-cli ck the USD icon on y our deskto p or task bar.
				41
				42		Verify the Unified S ervice Des k splashsc reen pops up.
				43		Quickly cl ick the Ch ange Crede ntials lin k in the b ottom/righ t of the s plash scre en.
				44
				45		Verify the USD Login modal bui lds. Enter the follo wing:
				46
				47		Deployment Type: On- premises
				48
				49
				50
				51
				52
				53
				54		Server URL for INT/ QA access (use URLfo r the Trai ning envir onment)
				55
				56		Authentica tion Sourc e: Active Directory
				57
				58		User Name: DNS
				59
				60		Password: (as dissem inated)
				61		Domain: le ave blank
				62
				63		Click the checkbox t o Display list of av ailable or ganization s
				64		Click the Login butt on.
				65		Verify the USD Organ izations m odal build s.
				66		PA
				67		Log In:
				68		Select Env ironment, Session Lo gin
				69		Select the intended environmen t and clic k the Logi n button. Verify the USD Splas hcreen re- displays.
				70		After less than a mi nute, veri fy the spl ash screen disappear s and the USD GUI bu ilds.
				71
				72		You may ha ve to clic k it in yo ur task ba r to bring it to the top.
				73		Click the maximize i con at the top right .
				74
				75		Verify the following banner to ols displa y: PATIENT SEARCH, A NONYMOUS R OC, DASHBO ARDS
				76
				77
				78		Step 2
				79		Execution Step
				80
				81		Descriptio n*
				82
				83		Click on t he DASHBOA RDS
				84		tool in th e banner.
				85
				86		Verify a D ASHBOARD s ession sta rts, and t hat you ar e prompted for your user id an d password .
				87
				88		After ente ring, veri fy the das hboard pop ulates wit h four con tainers (s croll to t he right).
				89
				90		Expected R esults
				91		Per "verif y" stateme nts in the procedure . Comments
				92		Validates
				93
				94		Attachment s
				95
				96
				97
				98
				99
				100		PA
				101		MVI Search : Negative Response, Create Co ntact
				102		Search By Traits - N egative- S SN 333mmdd yy, NOSUCH CUSTOMER
				103
				104		Click the PATIENT SE ARCH tool on the ban ner. Verif y a new se ssion is c reated wit h label MV I SEARCH
				105
				106		Enter the errant SSN /First/ La st in the Section 1 fields. Hi t Search i n Section 1.
				107
				108		Verify no hit is ret urned in S ection 3 ( Your searc h in MVI d id not fin d any reco rds matchi ng the sea rch criter ia.)
				109
				110		Verify the Create Co ntact butt on is disp layed unde r the Vete ran Not Fo und? headi ng.
				111
				112
				113
				114
				115		Click the Create Con tact
				116		button. Ve rify an er ror popup displays i nstructing you to en ter a DOB.
				117
				118		Enter a va lid DOB. C lick Creat e Contact.
				119
				120		Verify a n ew Veteran session i s displaye d with the data ente red in the MVI Searc h (ssn, na me, DOB)
				121
				122		Dismiss th e session tab(I don' t know wha t to do wi th a custo mer create d this way )
				123		PA
				124		MVI Search : Traits
				125		Search By Traits- e. g., SSN 33 3946512, A NDREW VCCM BRONSON
				126
				127		Click the PATIENT SE ARCH tool on the ban ner. Verif y a new se ssion is c reated wit h tab labe l MVI SEAR CH
				128
				129		Enter the SSN/First/ Last in th e Section 1 fields. Hit Search in Sectio n 1.
				130
				131		Verify hit returned correspond s to the i ntended Ve teran (tak es a few s econds).
				132
				133		Verify the facilitie s load aft er the cus tomer hit is receive d (takes a few secon ds).
				134
				135		Verify at least one facility i s listed u nder the v eteran hit .
				136		PA
				137		MVI Search : Addition al Traits
				138		Search By Traits -
				139		Addn'l Se arch Crite ria- e.g., SSN 33362 4237 Last: VCCMALBER TS
				140		MotherMaid en: LAROCH E
				141
				142
				143
				144
				145		Click the PATIENT SE ARCH
				146		tool on th e banner. Verify a n ew session is created with labe l MVI SEAR CH
				147
				148		Enter the SSN and La st Name in the Secti on 1 field s.
				149
				150		Expand the Additiona l Search C riteria. E nter the M other's Ma iden Name field.
				151		Hit Search in Sectio n 1.
				152
				153		Verify a h it is retu rned in Se ction 3. Wait for f acilities to populat e. Verify at least one facili ty is list ed.
				154
				155		Click the Reset butt on in Sect ion 1. Ver ify all fi elds in Se ctions 1 & 3 are cle ared.
				156		PA
				157		MVI Search : EDIPI,
				158		Sensitive, Multiple Facilities
				159		Search By EDIPI - 16 07998538, VCCMDUNN, KENNETH
				160		Enter the EDIPI in t he Section 2 field. Hit Search in Sectio n 2.
				161
				162		Verify hit returned correspond s to the i ntended Ve teran, and facilitie s expose u nder the h it.
				163
				164		Verify mul tiple faci lities (98 8- DAYT20 and 991-SL C4) are
				165		listed und er the vet eran hit i n Section 3.
				166		Double-cli ck a facil ity.
				167		Verify
				168
				169		the MVI SE ARCH sessi on is rena med to the Vet's nam e,
				170
				171
				172		Step 3
				173		Execution Step
				174
				175		Descriptio n*
				176
				177		the Vetera n Alerts s ession tab is active , and
				178
				179		integratio ns proceed (i.e., lo ad spinner s).
				180
				181		Perform ac knowledgem ent (sensi tive veter an) when t he warning displays.
				182
				183		Expected R esults
				184		Per "verif y" stateme nts in the procedure . Comments
				185		Validates
				186
				187		Attachment s
				188
				189
				190
				191
				192
				193		PA
				194		Navigation : Session Tabs
				195		Verify the session l abel is no w the vete ran's name , and two session ta bs are pre sent (Vete ran & Medi cal Charts )
				196		Verify the active se ssion tab is Veteran , and vete ran inform ation is d isplayed.
				197
				198		Click the Medical Ch arts sessi on tab. Ve rify the f ocus chang es to that tab (vert ical set o f chart bu ttons).
				199
				200		Dismiss th e Medical Charts ses sion tab ( X in tab l abel). Ver ify the ta b dismisse s and Vete ran tab is active.
				201		Click the Create Int eraction b utton on t he top/lef t of the s ession win dow.
				202
				203		Verify an Interactio n session tab is cre ated. Dism iss it.
				204
				205
				206
				207
				208		Verify the tab dismi sses and
				209		Veteran ta b is activ e.
				210		PA
				211		Navigation : Sessions
				212		Select PAT IENT SEARC H
				213		from the b anner.
				214
				215		Verify a n ewsession is created with labe l MVI SEAR CH, and th at it has focus (hig hlighted t ab).
				216
				217		Verify the previous session wi th the loa ded vetera n is still available /selectabl e, but not in focus.
				218
				219		Add a thir d session by clickin g ANONYMOU S ROC from the banne r and wait ing for it to build.
				220
				221		Verify the previous sessions a re still a vailable/s electable, but not i n focus.
				222
				223		Add a four th session by clicki ng DASHBOA RDS from t he banner and waitin g for it t o build.
				224
				225		Verify the previous sessions a re still a vailable/s electable, but not i n focus.
				226
				227		Add a fift h session by clickin g DASHBOAR DS again f rom the ba nner and w aiting for it to bui ld.
				228
				229		Verify the previous sessions a re still a vailable/s electable, but not i n focus.
				230
				231		Attempt to add a six th session by clicki ng any too l from the banner.
				232
				233
				234
				235
				236		Verify the warning f or
				237		Session Co unt Exceed ed pops up . Acknowle dge it.
				238
				239		Dismiss th e most rec ent four s essions, l eaving onl y the vete ran you lo aded earli er.
				240		PA
				241		Navigation :
				242		Session Ta b Toolbar
				243		Select the Create In teraction button at the top of the sessi on tab.
				244		Verify a N ew Interac tion sessi on tab is opened.
				245
				246		Verify the SAVE tool is displa yed near t he top of the sessio n tab.
				247
				248		Note - oth er tools w ill appear there as the test p rogresses, like ASSI GN TO SELF , ACCEPT R ESOLUTION, etc.
				249		PA
				250		Navigation :
				251		Side Navig ation Pane
				252		While stil l in the N ew Interac tion sessi on tab, cl ick the "> " icon at the top le ft of the session ta b window.
				253		Verify the side navi gation pan e exposes, and lists specific summary da ta for the Veteran.
				254
				255		Collapse t he side na vigation p ane by cli cking the "<" icon t o the top/ right of t he pane.
				256
				257		Verify the pane is n ow collaps ed.
				258		PA
				259		Navigation : Form Bas ics
				260		While stil l in the N ew Interac tion sessi on tab, cl ick any se ction titl e (leftmos t blue hea ders).
				261		Verify the section w ill expand /collapse with subse quent clic ks.
				262
				263
				264
				265
				266		Enter CTRL -S to atte mpt to
				267		save the i nteraction . Verify a Save was attempted:
				268
				269		A diagnost ic warning is displa yed in the bottom/ri ght next t o the Save icon.
				270
				271		An error i con is dis played nex t to each required f ield with a prompt m essage pop up.
				272		PA
				273		Navigation : Keyboard Shortcuts
				274		While stil l in the N ew Interac tion sessi on tab, ve rify that the follow ing keyboa rd shortcu ts are fun ctional:
				275
				276		Move throu gh fields within the forms: Ta b
				277
				278		Move to th e previous option, o ption grou p, or fiel d: Shift + Tab
				279		Open or se lect a fie ld: Enter
				280
				281		Move betwe en options in an ope n list: Ar rows
				282
				283		Close fiel d value op tion or ca ncel comma nd: Esc
				284
				285		Manually r efresh the page: F5
				286
				287		Expected R esults
				288		Per "verif y" stateme nts in the procedure . Comments
				289		Validates
				290
				291		Attachment s
				292
				293
				294
				295		Step 4
				296		Execution Step
				297
				298		Descriptio n*
				299
				300		PA
				301		Veteran: F lashes/Sen sitivity
				302		Veteran Fl ashes: Loa d MIMS, BO B - SSN 33 3363333usi ng PATIENT
				303		SEARCH, Pr eferred Fa cility
				304
				305		Verify the Deceased Veteran wa rning disp lays durin g load. Ac knowledge it. Dismis s session.
				306		Veteran Fl ashes:Load VCCMBYRD, PETER - E DIPI160799 8511using PATIENT SE ARCH,
				307		Preferred Facility
				308
				309		Verify the High Risk For Suici dewarning displays d uring load . Acknowle dge it. Di smiss sess ion.
				310		Sensitive Veteran: L oad
				311		VCCMCAMPBE LL CRAIG
				312		- SSN33383 6565using PATIENT SE ARCH
				313
				314		Verify the Sensitive Veteran w arning dis plays duri ng load, a dvising of audit log ging. Ack nowledge i t.
				315		PA
				316		Veteran:
				317		Form, Warn ings
				318		After the Veteran lo ads (from the previo us step), verify
				319		the Vetera nsession t ab is disp layed.
				320
				321		Verify war ning banne rs: Vet Fa cility is not the sa me as User 's, and Ho me facilit y does not have a VI SN.
				322		PA
				323		Veteran: S ummary
				324		Verify the SSN, DoB, NoK, and Remarks ar e populate d in the S ummaryVETE RAN INFORM ATION
				325
				326		Verify the PHONE NUM BERS & CUR RENT
				327
				328
				329
				330
				331		ADDRESS ar e populate d
				332		(not the m obile phon e)
				333
				334		Verify the FACILITY INFO is po pulated (n ot the VIS N).
				335
				336		Verify the TEMPORARY ADDRESS i s unpopula ted, and w hen you cl ick it, al l fields a re locked.
				337		PA
				338		Veteran:
				339		Provider I nformation
				340		Verify tha t the Prov ider Infor mationsect ion presen ts expande d.
				341
				342		Verify a P ACT is ass igned and the select ion is loc ked.
				343
				344		Verify a P CP is assi gned and l ocked.
				345
				346		Verify mem bers of th e PACT are identifie d (name an d role) in the grid displayed.
				347		PA
				348		Veteran: C ontact His tory
				349		Verify tha t the Cont act Histor ysection p resents ex panded.
				350
				351		Verify the history g rid lists all contac ts associa ted with t his Vetera n, to incl ude:
				352
				353		Contacts f rom VEFT/ VOICE
				354
				355		Contacts f rom ROCs o n Interact ions
				356
				357		Contacts f rom Activi ties enter ed on Requ ests
				358		PA
				359		Veteran:
				360		Eligibilit y Informat ion
				361		Verify the Eligibili ty Informa tionsectio n is expos ed; all fi elds are l ocked:
				362
				363		Primary El igibility Code: SC 5 0-100%
				364
				365
				366
				367
				368		Enrollment Priority Group: nul l
				369		Patient Ty pe: Vetera n Service Connected: Yes SC Pe rcent: 50 Unemployab le: false Dental Inj ury: null Medication Co-Pay: n ull
				370		Outpatient Visit Co- Pay: null
				371		Is Veteran Insured: No
				372		PA
				373		Veteran:
				374		Communicat ion Prefer ences
				375		& Transpor tation
				376		Verify the Communica tion Prefe rences & T ransportat ionsection presents collapsed. Expand i t by click ing on it.
				377
				378		Toggle any of the in fo on the section.
				379
				380		Verify the Disk icon at the bo ttom right flashes " unsaved ch anges".
				381
				382		Click on t he save ic on (bottom /right) or click CTR L- S.
				383		Verify the form save s. Optiona l:
				384		Click PATI ENT SEARCH
				385		and reload the custo mer in a n ew session .
				386
				387
				388
				389
				390		Expand
				391		theCommuni cation Pre ferences & Transport ationsecti on.
				392
				393		Verify tha t the info you toggl ed has bee n saved in VEFT.
				394		Dismiss th is new ses sion.
				395		PA
				396		Veteran:
				397		Interactio n Summary
				398		Verify tha t the Inte raction Su mmarysecti on present s collapse d. Expand it by cli cking on i t.
				399
				400		Verify the summary i s populate d with Int eractions.
				401		Optional:
				402
				403		Sort on ev ery field except Det ails. Veri fy the Int eraction S ummary is sortable.
				404
				405		Verify pag ination: c lick on th e blue tri angle to g o to suseq uent pages .
				406		PA
				407		Veteran:
				408		Live Updat es
				409		Click on t he Create Interactio n button a t the top/ left of t he Veteran session t ab.
				410
				411		Verify the new Inter action ses sion tab b uilds and focuses.
				412
				413		Fill out r equired fi elds in RO C section. Click Sav e. Verify the Intera ction save s without error.
				414
				415		Open the V eteran ses sion tab a nd refresh (F5). Wai t for refr esh to com plete.
				416		Expand the Contact H istory and verify th e contact info
				417
				418
				419
				420
				421		from the n ew interac tion is
				422		displayed in the gri d.
				423
				424		Expand the Interacti on Summary and verif y the new interactio n is displ ayed in th e grid.
				425		PA
				426		Medical Ch arts: Gene ral
				427		Load VCCMD INKEBERRY, FRED - ED IPI 160799 8503(SCDs, Notes
				428		with Adden dum)
				429		Click Sess ion
				430		VCCMDINKEB ERRY,
				431		FREDand cl ick the Me dical Char t session tab.
				432
				433		Verify the Medical C hart sessi on tab ope ns and pro vides a ve rtical set of button s.
				434
				435		Click on a ny of the buttons an d verify t he "busy s pinner" di splays whi le in prog ress.
				436
				437		Verify the informati on loads a nd is disp layed in g rid format .
				438		PA
				439		Medical Ch arts: Setu p
				440		Load VCCMD INKEBERRY, FRED - ED IPI 160799 8503(SCDs, Notes
				441		with Adden dum)
				442		Load VCCMS MITH, FRAN K
				443		- EDIPI 16 07998520 -
				444		Facility 9 87 - CHEY6 (all char ts except Imaging/La bs) FAILIN G SCDs
				445		LoadVCCMAL BERTS, GEO RGESSN 333 624237
				446		(has Imagi ng and Lab s)
				447
				448		LoadVCCMCA SEY, BRIAN SSN 333871 234
				449		(has Disch arges)
				450
				451
				452		PA
				453		Medical Ch arts: SCD button, Pr oblems but ton
				454		Click Sess ion
				455		VCCMDINKEB ERRY,
				456		FREDand cl ick the Me dical Char t session tab.
				457
				458		Click the SC Disabil itiesbutto n.
				459
				460		Verify Eli gibility a nd Individ ual Disabi lity grids build/pop ulate (50- 100%
				461		- 50% Hear ing loss, 30% PTSD)
				462		Click theP roblemsbut ton.
				463
				464		Verify Act ive Proble ms grid bu ilds/popul ates (5 en tries).
				465		PA
				466		Medical Ch arts: Note s button, Addendum
				467		Continue S ession
				468		VCCMDINKEB ERRY,
				469		FREDand cl ick the Me dical Char t session tab.
				470		Click the Notesbutto n.
				471
				472		Verify Not es grid bu ilds/ popu lates (sev eral paged entries).
				473
				474		Click on a ny Info ic on in the Note Text column.
				475		Verify the Notes Det ail modal builds. Cl ose the mo dal.
				476		Addendum:
				477		Click on t he Addendu m column h eader unti l the adde nda are on top.
				478
				479		Click one of the Add enda. Veri fy the Aut hor/Date/ Content ar e dislayed .
				480		Click on t he popup l ine.
				481		Verify the Addendum Detail
				482
				483
				484
				485
				486		is display ed. Close the
				487		popup moda l.
				488		PA
				489		Medical Ch arts: Note s button,
				490		Dates / So rt / Searc h / Pagina tion / Fil ter
				491		Continue S ession
				492		VCCMDINKEB ERRY,
				493		FREDon the Medical C hart sessi on tab.
				494		Sort:
				495		Click on a ny column header. Ve rify all l ines are s orted in A -Z order.
				496		Click the same heade r.
				497		Verify all lines are sorted in reverse o rder.
				498		Date Range :
				499		Observe # entries be ing displa yed.
				500
				501		Restrict d ate range: set End D ate before most rece nt entry D ate. Clic kReload Da ta. Verify fewer ent ries now.
				502
				503		Extend dat e range: r estore End Date & se t Start ye ar to 2015 . ClickRe load Data.
				504		Verify mor e entries now.
				505		Search:
				506		Enter "sub stance" in the Searc h box. Ver ify only e ntries wit h that str ing (not c ase sensit ive) are d isplayed.
				507		Clear the Search box .
				508		Verify gri d reverts to origina l entries.
				509		Filter:
				510		Click the filter box at the bo ttom of th e Facility column.
				511
				512
				513
				514
				515		Wherever y ou see thi s box,
				516		you can fi lter.
				517
				518		Select one of the fa cilities t o filter. Verify onl y records for that f acility ar e displaye d.
				519
				520		Clear the filter by selecting the top (b lank) opti on.
				521		Verify gri d reverts to origina l entries.
				522		Pagination :
				523		Select the Next (or 2) button to see the second pa ge. Select Previous (or 1) to go to the original p age.
				524
				525		In the Sho w (top/lef t) pulldow n, select 100 entrie s per grid . Verify grid redra ws with al l data.
				526		PA
				527		Medical Ch arts: Orde rs button, Appointme nts button , Medicati ons button
				528		Continue S ession
				529		VCCMDINKEB ERRY,
				530		FREDon the Medical C hart sessi on tab.
				531
				532		Click the Ordersbutt on. Verify grid buil ds/populat es.
				533
				534		Click on t he Info ic on for any Order. V erify the Orders Det ail modal builds. Di smiss the modal.
				535
				536		Click theA ppointment sbutton. V erify grid builds/po pulates.
				537
				538		Extend dat e range: s et Start y ear to 201 5. Click R eload Data . Verify m ore entrie s now.
				539
				540		Click theM edications button. Ve rify grid builds/pop ulates.
				541
				542
				543
				544
				545		Click on t he Info ic on
				546		for any en try Verify the Medic ations Det ail modal builds. Di smiss the modal.
				547		PA
				548		Medical Ch arts: Post ings butto n, Allergi es button, Labs butt on, Consul ts button,
				549		Non-VA Med s button, Vitals but ton
				550		Click tab: Session
				551		VCCMREYNOL DS,
				552		GARYand cl ick the Me dical Char t session tab.
				553		Click the Postingsbu tton.
				554
				555		Verify Pos tings grid builds/ p opulates ( several pa ged entrie s).
				556
				557		Click on a ny Info ic on in the Posting/Sp ecial Mess age column . Verify t he Detail modal buil ds. Close the modal.
				558		Click theA llergiesbu tton.
				559
				560		Verify gri d builds/ populates (2 entries ).
				561
				562		Click on a ny Info ic on in the Causative Agent colu mn. Verify the Detai l modal bu ilds. Clos e the moda l.
				563		Click the Labsbutton .
				564
				565		Verify gri d builds/ populates (7 entries ).
				566
				567		Click on a ny Info ic on in the Results co lumn. Veri fy the Det ail modal builds.
				568		Close the modal.
				569		Click theC onsultsbut ton.
				570
				571		Verify gri d builds/ populates (2 entries ).
				572
				573
				574
				575
				576		Click theN on-VA
				577		Medsbutton .
				578
				579		Verify gri d builds/ populates (2 entries ).
				580		Click theV italsbutto n.
				581
				582		Verify gri d builds/ populates (10 entrie s).
				583		PA
				584		Medical Ch arts: Imag ing button
				585		Click tab: Session
				586		VCCMALBERT S,
				587		GEORGEand click the Medical Ch art sessio n tab.
				588		Click the Imagingbut ton.
				589
				590		Verify gri d builds/ populates (several p aged entri es).
				591
				592		Click on a ny Info ic on in the Report col umn. Verif y the Deta il modal b uilds.
				593		Close the modal.
				594		PA
				595		Medical Ch arts: Disc harges but ton
				596		Click tab: Session
				597		VCCMCASEY, BRIANand
				598		click the Medical Ch art sessio n tab.
				599		Click the Discharges button.
				600
				601		Verify gri d builds. Set Start Date to 20 16 and cli ck Reload Data. Veri fy grid po pulates (o ne entry).
				602
				603		Click on a ny Info ic on in the Note colum n. Verify the Detail modal bui lds. Close the modal .
				604
				605		Expected R esults
				606		Per "verif y" stateme nts in the procedure . Comments
				607
				608
				609
				610		Validates
				611
				612		Attachment s
				613
				614		Step 5
				615		Execution Step
				616
				617		Descriptio n*
				618
				619		PA
				620
				621
				622
				623
				624
				625
				626
				627
				628
				629
				630
				631
				632
				633
				634
				635
				636
				637
				638
				639
				640
				641
				642
				643
				644
				645
				646
				647
				648
				649
				650
				651		PA
				652		Dashboard: General
				653
				654
				655
				656
				657
				658
				659
				660
				661
				662
				663
				664
				665
				666
				667
				668
				669
				670
				671
				672
				673
				674
				675
				676
				677
				678		Dashboard:
				679
				680		Unassigned VEFT Inte ractions
				681		Click on t he DASHBOA RDS tool i n the bann er.
				682		Verify the DASHBOARD session i s displaye d with fou r containe rs (grids) .
				683
				684		Verify the user can expand the dashboard selection dropdown, and selec tions incl ude:
				685
				686		Patient Ad vocate Das hboard
				687		Verify the first gri d view def aults toUn assignedVE FT Interac tions at M y VAMC.
				688
				689		Verify the second gr id view de faults to Unassigned Interacti ons at My VAMC.
				690
				691		Verify the third gri d view def aults to M y Requests Due for P A.
				692
				693		Verify the fourth gr id view de faults to My Interac tions In P rogress fo r PA.
				694
				695		Verify the first gri d view def aults to U nassignedV EFT
				696		Interactio ns at My V AMC.
				697
				698		Verify the grid show s all VEFT Interacti ons in the user’s Fa cility tha t do not h ave an Ass igned PA.
				699
				700
				701
				702
				703		Verify the default s ort is
				704		by Priorit y (1-Crisi s on top) then by In teracted O n (oldest on top).
				705		Verify oth er views i nclude:
				706		Assigned V EFT Intera ctions at My VAMC
				707		- Interact ions in th e user’s F acility th at have an Assigned PA
				708		PA
				709		Dashboard:
				710		Unassigned Interacti ons
				711		Verify the second gr id view de faults to Unassigned Interacti ons at My VAMC.
				712
				713		Verify the grid show s all Inte ractions i n the user ’s Facilit y that do not have a n Assigned PA
				714
				715		Verify the default s ort is byI nteracted On(oldest on top).
				716
				717		Verify the re are no other view selection s.
				718		PA
				719		Dashboard: My Reques ts
				720		Verify the third gri d view def aults to M y Requests Due for P A.
				721
				722		Verify the grid show s all clos ed Request s where th e user is the Patien t Advocate on the pa rent Inter action.
				723
				724		Verify the default s ort is byD ue Date(ol dest on to p).
				725		Verify oth er views i nclude:
				726		Closed Req uests at M y VAMC - s hows all
				727		closed Req uests in t he user’s facility.
				728		My Closed Requests f or PA- sho ws all clo sed
				729
				730
				731
				732
				733		Requests w here the u ser
				734		is the PA on the par ent Intera ction
				735		Requests D ue at My V AMC- shows all activ e Requests in the us er’s facil ity.
				736		PA
				737		Dashboard:
				738		My Interac tions
				739		Verify the fourth gr id view de faults to My Interac tions In P rogress fo r PA.
				740
				741		Verify the grid show s all acti ve Interac tions wher e the user is the Pa tient Advo cate
				742
				743		Verify the default s ort is byI nteracted On(oldest on top).
				744		Verify oth er views i nclude:
				745		Closed Int eractions at My VAMC - shows al l closed I nteraction s n the us er’s facil ity
				746		My Closed Interactio ns for PA- shows all closed In teractions where the user is t he PA
				747		Interactio ns In Prog ress at My VAMC- sho ws all act ive Intera ctions in the user’s facility with an As signed PA
				748		PA
				749		Dashboard: Live Upda tes: My In teractions
				750		Scroll to view the f ourthgrid: My Intera ctions In Progress f or PA
				751
				752		Note the t otal numbe r of inter actions in this grid .
				753
				754		Select any live vete ran sessio n and clic k on the V eteran ses sion tab.
				755
				756
				757
				758
				759		Select the Create In teraction
				760		button at the top/le ft of the session ta b.
				761
				762		Verify a n ew Interac tion sessi on tab is added and is in focu s.
				763
				764		Selec t Me thod of Co ntact = Ph one, Facil ity = 629, and provi de Contact ing Entity info.
				765
				766		Click Save . Note th at your us er name ha s auto- po pulated in the Patie nt Advocat e field.
				767
				768		Click the Dashboard session an d refresh (F5).
				769
				770		Note that the total number of interactio ns in theM y
				771		Interactio ns In Prog ress for P Agrid has incremente d.
				772
				773		Sort the g rid to pla ce the mos t recent i nteraction on top. V erify it i s the
				774		interactio n recently created.
				775		PA
				776		Dashboard:
				777		Live Updat es: Unassi gned Inter actions
				778		Scroll to the Unassi gned Inter actions at My VAMCgr id in the Dashboard.
				779
				780		Note the t otal numbe r of inter actions in the grid.
				781
				782		Return to the Intera ction sess ion tab fo r the sele cted veter an session .
				783
				784		Delete the Patient A dvocate se lection an d leave it blank. Cl ick Save.
				785
				786		Click the Dashboard session an d refresh (F5).
				787
				788
				789
				790
				791		Note that the total number of interactio ns in
				792		theUnassig ned Intera ctions at My VAMCgri d has incr emented.
				793
				794		Sort the g rid to pla ce the mos t recent i nteraction on top. V erify it i s the
				795		interactio n recently created.
				796		PA
				797		Dashboard:
				798		Live Updat es:
				799		Unassigned VEFT Inte ractions
				800		Scroll to the Unassi gned VEFT Interactio ns at My V AMCgrid in the Dashb oard.
				801
				802		Note the t otal numbe r of inter actions in the grid, as well a s the Unas signed VEF T Interact ions at My VAMCgrid.
				803
				804		Return to the Intera ction sess ion tab fo r the sele cted veter an session .
				805
				806		Set the Me thod of Co ntact = VE FT. Note that the M ethod of C ontact Det ail field is now req uired.
				807
				808		Enter any text in th e Detail f ield. Clic k Save.
				809
				810		Click the Dashboard session an d refresh (F5).
				811		Note that the total
				812		# of inter actions in theUnassi gned Inter actions at My VAMC g rid has de cremented.
				813
				814		Note that the total # of inter actions in the Unass igned VEFT
				815		Interactio ns at My V AMC
				816		grid has i ncremented .
				817
				818
				819
				820
				821		Sort the g rid to pla ce the mos t recent i nteraction on top. V erify it i s the
				822		interactio n recently created.
				823		PA
				824		Dashboard:
				825		Live Updat es:
				826		My Request s Due for PA
				827		Scroll to the My Req uests Due for PAgrid in the Da shboard.
				828
				829		Note the t otal numbe r of inter actions in the grid.
				830
				831		Return to the Intera ction sess ion tab fo r the sele cted veter an session .
				832
				833		Set the Pa tient Advo cate field to yourse lf and cli ck Save.
				834
				835		Create a s elf-assign ed Request :
				836
				837		Scroll to the Reques t Detail s ection of the Intera ction form .
				838		Enter "Reg ression
				839		<date>" in the Reque st Descrip tion.
				840
				841		The Reques t Facility and Sub-F acility to 629.
				842
				843		Leave the Service Li ne and Ass ign to VPA C fields u ntouched.
				844		Set the Pr iority to 1-Crisis. Verify tha t the Requ est
				845		Date is to day, and t he Due
				846		Date is 10 business days from today.
				847
				848		In the Cod e field, t ype "SC01" and hit r eturn. The
				849
				850
				851
				852
				853		"SC01 - No t Treated. .." code
				854		auto-popul ates. Sele ct it.
				855
				856		Click theA dd Request button.
				857
				858		Verify the new reque st is disp layed in t he Request
				859		Summary (m ay need to sort by C reated On) descendin g
				860
				861		Verify the new reque st has Sta tus Reason In Progre ss.
				862
				863		In the Das hboard ses sion, refr eshMy Requ ests Due f or PA(righ t-click in the grid and select Refresh).
				864
				865		Note that the total # of reque sts in the My Reques ts Due for PA grid h as increme nted.
				866
				867		Sort the g rid to pla ce the mos t recent r equest on top. Verif y it is th e request recently c reated.
				868		PA
				869		Dashboard:
				870
				871		Work Proce ss: Claim a VEFT Int eraction f or work
				872		Scroll to the Unassi gned VEFT Interactio ns at My V AMCgrid in the Dashb oard.
				873
				874		Note the t otal numbe r of inter actions in the grid.
				875
				876		Open one o f the Inte ractions b y double c licking on the row ( in the whi te space).
				877
				878		Verify the DASHBOARD session i s renamed to the vet eran you s elected, a nd the Int eraction s ession tab is active .
				879
				880
				881
				882
				883		Set the Pa tient Advo cate
				884		field to y ourself an d click Sa ve. Note t he Interac tion ID.
				885
				886		Open a new DASHBOARD session. Verify th e number o fUnassigne d VEFT Int eractionsh as decreme nted.
				887
				888		Scroll to My Interac tionsand v erify the Interactio n ID is no w listed i n that gri d.
				889
				890		Dismiss th e veteran session yo u opened.
				891		PA
				892		Dashboard:
				893
				894		Work Proce ss: Claim a manual I nteraction for work
				895		Scroll to the Unassi gned Inter actions at My VAMCgr id in the Dashboard.
				896
				897		Note the t otal numbe r of inter actions in the grid.
				898
				899		Open one o f the Inte ractions b y double c licking on the row ( in the whi te space).
				900
				901		Verify the DASHBOARD session i s renamed to the vet eran you s elected, a nd the Int eraction s ession tab is active .
				902
				903		Set the Pa tient Advo cate field to yourse lf and cli ck Save. N ote the In teraction ID.
				904
				905		Open a new DASHBOARD session. Verify th e number o fUnassigne d Interact ionshas de cremented.
				906
				907
				908
				909
				910		Scroll to My
				911		Interactio nsand veri fy the Int eraction I D is now l isted in t hat grid.
				912
				913		Dismiss th e veteran session yo u opened.
				914		PA
				915		Dashboard:
				916
				917		Work Proce ss: Take b ack a Requ est from a SL
				918		Scroll to the My Req uests Due for PAgrid in the Da shboard.
				919
				920		Note the t otal numbe r of reque sts in the grid.
				921
				922		Open one o f the Requ ests by do uble click ing on the row (in t he white s pace).
				923
				924		The reques t must hav e Status R eason isAs signed(i. e., to a S ervice Lin e)
				925
				926		Verify the DASHBOARD session i s renamed to the vet eran you s elected, a nd the Int eraction s ession tab is active .
				927
				928		After it b uilds, ver ify the AS SIGN TO SE LF tool is displayed in the se ssion tool bar. Click it.
				929
				930		Verify a m odal pops up allowin g you to a ssign to y ourself or someone e lse. Verif y Assign t o me. Clic k Assign.
				931
				932		Verify the status mo ves from A ssigned to In Progre ss.
				933
				934		Delete the Code sele ction (if any). Clic k Save.
				935
				936
				937
				938
				939		Scroll dow n to the N otes and
				940		Resolution s section. Add a No te activit y:
				941
				942		Select Act ivity Type = Note, M ethod = Ph one, Activ ity Descri ption = an y text. Cl ick the Ad d Activity button.
				943
				944		Verify the Note show s up in th e Activiti es grid to the right .
				945
				946		Click the Resolve Re quest butt on. Verify a warning banner di splays say ing you ne ed a Resol ution Acti vity.
				947		PA
				948		Dashboard:
				949
				950		Work Proce ss: Resolv e a Reques t
				951		In the Not es and Res olutions s ection. Ad d a Resolu tion activ ity:
				952
				953		Select Act ivity Type = Resolut ion, Metho d = Email, Descripti on = any t ext. Click the Add A ctivity bu tton.
				954		Verify the Resolutio n shows up in the Ac tivities g rid to the right.
				955
				956		Click the Resolve Re quest butt on.
				957		Verify the warning b anner clea rs, and th e Status R eason goes from In P rogress to Resolved.
				958
				959		Scroll up to the top of the fo rm and sel ect ACCEPT RESOLUTIO N from the session t ool bar. C lick OK.
				960
				961		Verify a p opup advis es that yo u need a C ode to clo se the req uest. Supp ly one (e. g., SC01) and Save.
				962
				963
				964
				965
				966		Select ACC EPT
				967		RESOLUTION from the session to ol bar. Cl ick OK.
				968		Verify the Status Re ason goes from Resol ved to Clo sed, and t he record becomes re ad-only (b anner at b ottom).
				969		Note the R equest ID.
				970
				971		Open a new DASHBOARD session. Verify the number of My Reques ts Due for PAhas dec remented.
				972
				973		Select the My Closed Requests for PA vie w and veri fy the Req uest ID is now liste d atop the grid.
				974		PA
				975		Dashboard:
				976
				977		Work Proce ss: Resolv e an Inter action
				978		Return to the Reques t session tab in the veteran s ession you were work ing.
				979
				980		Scroll to the Report of Contac t section. Verify th e details from the p arent inte raction ar e displaye d.
				981
				982		Click on t he Interac tion link. Verify th e Interact ion tab is built and in focus.
				983		Scroll dow n to the R equest Sum mary secti on and rev iew the Re quests in the grid d isplayed.
				984
				985		Verify the Request y ou just wo rked is li sted with Status Rea son = Clos ed.
				986
				987		If there a re other R equests li sted, reso lve/close them as de scribed in the previ ous step.
				988
				989		You can op en the req uests from this grid by double - clicking in the wh ite space on the row .
				990		Return to the Intera ction tab and refres h the Requ est Summar y grid
				991
				992		Right-clic k in grid white spac e and sele ct Refresh List, or you can re fresh the whole tab with F5
				993		When all R equests ar e Closed, click the Close Inte raction bu tton at th e top/ lef t of the I nteraction session t ab.
				994
				995		Verify a p opup requi res you to acknowled ge the act ion. Click OK.
				996		Verify the Status Re ason goes to Inactiv e, and the record be comes read -only (ban ner at bot tom).
				997		Note the I nteraction ID.
				998
				999		Open a new DASHBOARD session. Verify the number of My Intera ctions In Progress f or PAhas d ecremented .
				1000
				1001		Select the My Closed Interacti ons for PA view and verify the Interacti on ID is n ow listed atop the g rid.
				1002
				1003
				1004		Expected R esults
				1005		Per "verif y" stateme nts in the procedure . Comments
				1006		Validates
				1007
				1008		Attachment s
				1009
				1010
				1011		Step 6
				1012		Execution Step
				1013
				1014		Descriptio n*
				1015
				1016		PA
				1017		Anonymous ROC: Inter action For m:
				1018		Report of Contact
				1019		Dismiss al l sessions . Click AN ONYMOUS RO C from the banner.
				1020		Verify a n ew ANONYMO US ROC ses sion is cr eated and focus is i n an Inter action ses sion tab.
				1021
				1022		Verify the Status Re ason initi alizes to Open.
				1023
				1024		Verify the Descripti on field i s required (attempt to save an d observe banner war ning).
				1025
				1026		In the Rep ort of Con tact secti on, set De scription = "Regress ion <date> "
				1027
				1028		Click the Method of Contact pu ll-down. V erify seve ral contac t options are presen ted. Sele ct Other(b ottom).
				1029
				1030		Verify tha t the Meth od of Cont act Detail is now di splayed an d required .
				1031
				1032		Click the Method of Contact pu ll-down. S electPhone .
				1033
				1034		Verify tha t the Meth od of Cont act Detail is now hi dden.
				1035
				1036		Click the Method of Contact pu ll-down. V erify seve ral contac t options are presen ted. Selec tVEFT.
				1037
				1038		Verify tha t the Meth od of Cont act Detail is now
				1039
				1040
				1041
				1042
				1043		displayed and requir ed.
				1044		Enter "Reg ression <d ate>".
				1045
				1046		Verify tha t, when yo u select t he VEFT Me thod of
				1047		Contact, a new subse ction is d isplayed:
				1048		VEFT SURVE Y
				1049		INFORMATIO N, all fie lds locked except Pr iority
				1050
				1051		note that these fiel ds are pop ulated whe n electron ic ROCs co me in thro ugh VEFT/V OICE
				1052
				1053		Click the Method of Contact pu ll-down. S electPhone .
				1054		Verify tha t the Meth od of Cont act Detail and the V EFT SURVEY subsectio n are now hidden.
				1055		PA
				1056		Anonymous ROC: Inter action For m:
				1057		Report of Contact
				1058		Verify the Facility field is b lank and r equired (a ttempt to save and o bserve ban ner warnin g).
				1059
				1060		Click the magnifying glass (or hit retur n while po sitioned i n the fiel d).
				1061
				1062		Verify the Facility pulldown p opulates w ith sugges ted facili ties. Scr oll down
				1063		and select Look Up M ore Record s.
				1064
				1065		Verify the Look Up R ecord moda l builds, Look for = Facility is greyed out.
				1066
				1067		Set Look i n = Active Facilitie s. Set th e Search f ield = 62 and hit re turn.
				1068
				1069
				1070
				1071
				1072		Verify all facilitie s that sta rt
				1073		with "62" are displa yed.
				1074
				1075		Select629 - New Orle ans, LAby clicking t o the left of the ro w. Click Add.
				1076
				1077		Verify the Facility is now pop ulated in the form.
				1078
				1079		Click the Type dropd own - veri fy selecti ons are Re gular (def ault), Cli nical Appe al, and Ca regiver Ap peal.
				1080
				1081		Verify the PATS ROC Number fie ld is edit able (hook for tiein g in legac y IDs).
				1082		PA
				1083		Anonymous ROC: Inter action For m:
				1084		Report of Contact
				1085		Verify the Date of C ontact is autopopula ted to tod ay.
				1086
				1087		Click on t he date/ti me. Verify selectors pop up to modify da te and tim e.
				1088
				1089		Make selec tions. Ve rify your selections are refle cted on th e form.
				1090		Click date /time agai n.
				1091		Verify you can type in date/ t ime manual ly.
				1092		Verify the Complexit y field is locked an d set to M oderate.
				1093
				1094		Verify the Patient A dvocate fi eld is nul l (leave i t unset fo r now).
				1095
				1096		Verify the Treatment Status pu ll-down se lections:
				1097
				1098		Deceased, Outpatient , Inpatien t, Long Te rm Care,
				1099
				1100
				1101
				1102
				1103		Not Regist ered at th is Site,
				1104		No Patient Associate d.
				1105
				1106		Select Tre atment Sta tus = Outp atient.
				1107		PA
				1108		Anonymous ROC: Inter action For m:
				1109		Report of Contact
				1110		Under the CONTACTING ENTITIES subsection , verify t he Entity= Patient, N ame= Anony mous, and Number= nu ll.
				1111
				1112		Verify the Entity an d Name fie lds are re quired (nu mber shoul dn't be re quired: Se e 714619).
				1113
				1114		Verify tha t you can modify the default: click the field and select Fri end.
				1115		Verify the fields ar e reset
				1116		for the Fr iend and t he name/ n umber are blank and required.
				1117
				1118		Restore th e Entity b ack to Pat ient. Veri fy fields are reset, name is A nonymous, number bla nk and req uired.
				1119
				1120		Enter the phone numb er: "20233 34444". Pr ess Tab or click awa y.
				1121
				1122		Verify the phone num ber format is displa yed as "(2 02) 333-44 44"
				1123		PA
				1124		Anonymous ROC: Inter action For m:
				1125		Report of Contact
				1126		Click Save .
				1127		Verify tha t a system - generate d Interact ion ID has been assi gned, form atted C- X XX.YYYYNNN NN where
				1128		XXX is the Facility code,
				1129
				1130
				1131
				1132
				1133		YYYY is th e 4-digit Fiscal
				1134		Year, and
				1135
				1136		NNNNN is a number th at increme nts with e ach Intera ction.
				1137
				1138		NOTE THIS NUMBER. WE WILL BE R ETURNING T O THIS INT ERACTION O FTEN DURIN G THE TEST .
				1139		Verify the Status Re ason is no w Assigned .
				1140
				1141		Verify tha t the Enti ty you had prepared (Veteran, Anonymous, Patient) is saved i n the grid .
				1142
				1143		Verify the Add Conta cting Enti ty button is now dis played.
				1144		PA
				1145		Anonymous ROC: Inter action For m:
				1146		Report of Contact
				1147		Verify the Patient A dvocate fi eld is aut o-populate d to your user name
				1148
				1149		Note: Only autopopul ates when method is Phone
				1150		or Visit, and a PA w asn't spec ified befo re the sav e.
				1151
				1152		Click the Patient Ad vocate fie ld and cli ck the del ete button .
				1153
				1154		Click Ente r to popul ate a list of users eligible t o work thi s request.
				1155
				1156		Verify tha t only use rs from yo ur facilit y (629) ar e presente d.
				1157		Set the Pa tient Advo cate
				1158		to the PA Supervisor . Click
				1159
				1160
				1161
				1162
				1163		Save. Veri fy Status Reason
				1164		is still A ssigned.
				1165
				1166		Change the Patient A dvocate ba ck to your self. Clic k Save.
				1167		PA
				1168		Anonymous ROC: Inter action For m:
				1169		Change Pat ient
				1170		Click on t he Change Patient bu tton at th e top of t he Interac tion sessi on tab.
				1171
				1172		Verify the MVI Searc h session tab is add ed and in focus.
				1173
				1174		Enter 1607 998490 for the EDIPI and click Search.
				1175		Verify the ANDREW VC CMBRONSON vet is ret urned.
				1176
				1177		Double-cli ck on the preferred facility. Verify the veteran l oads succe ssfully.
				1178		Verify tha t the sess ion name h as changed from ANON YMOUS ROC
				1179		to VCCMBRO NSON, ANDR EW.
				1180
				1181		Verify tha t the Vete ran and Me dical Char t session tabs have been added .
				1182
				1183		Click the Veteran se ssion tab. Expand th e Interact ion Summar y section.
				1184
				1185		Sort grid by Interac ted On (re verse chro nological order). Ve rify the n ew interac tion is li sted.
				1186
				1187		Expected R esults
				1188		Per "verif y" stateme nts in the procedure . Comments
				1189		Validates
				1190
				1191
				1192
				1193		Attachment s
				1194
				1195		Step 7
				1196		Execution Step
				1197
				1198		Descriptio n*
				1199
				1200		PA
				1201		Interactio n Form: Co ntacting E ntities
				1202		Under the CONTACTING ENTITIES subsection , select t he Contact ing Entity pull- dow n.
				1203
				1204		Select Ent ity = Dire ctors Offi ce. Note t hat the Na me and Num ber are no t required .
				1205
				1206		Click Add Contacting Entity. V erify the new contac t is liste d in the g rid with o nly "Direc tors Offic e" on that row.
				1207
				1208		Repeat the above, bu t enter a name and p hone numbe r. Click A dd Contact ing Entity .
				1209
				1210		Verify the new conta ct is list ed in the grid with the other details on that row.
				1211
				1212		Verify tha t the grid is now pa ginated (3 rows/page ).
				1213
				1214		Click the blue trian gle (botto m-right) t o go to th e second p age. Verif y original contact i s displaye d (Vet, An on).
				1215
				1216		Select Ent ity =Centr al Office. Verify th e Sub Cont acting Ent ity is dis played and required. Click the pulldown.
				1217
				1218		Verify the options i nclude VAI Q, EXECVA, Red Dot,
				1219		White Hous e, Other. Select Oth er.
				1220
				1221
				1222
				1223
				1224		Verify Con tacting En tity Detai ls is disp layed/requ ired. Ente r text. Cl ick Add Co ntacting E ntity. Ver ify on gri d.
				1225
				1226		Select Ent ity = Cong ressional. Verify th e Contacti ng Entity Details is displayed /required.
				1227
				1228		Select Ent ity =VISN. Verify th e VISN Det ails pull- down is di splayed an d required . Click th e pulldown .
				1229		Verify the options i nclude
				1230		25 numbere d VISNs. Select any one.
				1231
				1232		Verify the Sub Conta cting Enti ty is disp layed and required. Click the pulldown. Select Oth er.
				1233
				1234		Verify Con tacting En tity Detai ls is disp layed/requ ired. Ente r text.
				1235
				1236		Enter text for the N ame and Nu mber. Cli ck Add Con tacting En tity.
				1237
				1238		Verify on grid: all columns sh ould be po pulated on this row.
				1239		PA
				1240		Interactio n Form: He ader/Foote r
				1241		Verify tha t, while s crolling t hrough the form, the Interacti on Header and Footer remain an chored.
				1242		Verify tha t the Head er contain s the Inte raction ID and Statu s Reason o f the Inte raction (O pen)
				1243
				1244
				1245
				1246
				1247		Verify tha t the Inte raction
				1248		Footer con tains the following:
				1249
				1250		Created On – The dat e/ time th e Interact ion was in itially sa ved.
				1251
				1252		Created By – The use r that cre ated the I nteraction .
				1253
				1254		Owner – Th e current owner of t he Interac tion.
				1255
				1256		Patient - the patien t for this interacti on
				1257
				1258		Verify you can quick ly get to customer d etails by exposing t he left in fo pane (" >" on top/ left). Hi de the pan e.
				1259		PA
				1260		Interactio n Form: Cr eate Reque st: Named Employees
				1261		Scroll to the Reques t Detail s ection.
				1262
				1263		In the NAM ED EMPLOYE ES subsect ion (on th e right), enter a fi rst/ last/ email (any ). Click A dd Named E mployee.
				1264		Verify a n ew row is added to t he named e mployee gr id with th e data you entered.
				1265
				1266		Click the "+" button over the named empl oyee grid. Verify th e user sel ector pull down is di splayed.
				1267
				1268		Select the magnifyin g glass ic on. Scroll down and select Loo kup More R ecords.
				1269
				1270		Verify the Named Emp loyee find er modal b uilds. Sel ect one by clicking next to a row (under the check mark).
				1271
				1272
				1273
				1274
				1275		Click the Select but ton, and
				1276		verify the selected record pop ulates und er Selecte d Records. Click Add .
				1277
				1278		Verify tha t the save d Named Em ployee is added to t he grid.
				1279		PA
				1280		Interactio n Form: Cr eate Reque st: PA
				1281		Select the Add Reque st button. Verify th e banner p opulates w ith errors
				1282		for missin g Priority and Descr iption.
				1283		Verify the Request D ate is pre -set to to day, and t he Due Dat e is set t o 10 worki ng days fr om today.
				1284
				1285		Verify you can modif y either d ate.
				1286
				1287		Verify the Request F acility an d Sub Faci lity are p re- popula ted to 629 .
				1288
				1289		Verify the Assigned Service Li ne = null, Assign to VPAC
				1290		= No, Prio rity = nul l, and Cod e = null
				1291
				1292		In the Req uest Descr iption, en ter "Regre ssion <dat e> Any PA" . Select P riority = 1- Crisis.
				1293		Click the Add Reques t button.
				1294
				1295		Verify the new reque st populat es in the Request Su mmary grid :
				1296
				1297		Request Nu mber is th e Interact ion ID + " -01"
				1298		Sub Facili ty = 629
				1299
				1300
				1301
				1302
				1303		Assigned S L = blank
				1304
				1305		Created On = today, just now
				1306
				1307		Status Rea son = In P rogress
				1308		Resolved O n = blank Code = bla nk Request Descripti on =
				1309		"Regressio n <date> P A"
				1310
				1311		Resolution Descripti on = blank
				1312
				1313		Verify tha t the Requ est Detail fields ar e cleared so you can add addit ional Requ ests.
				1314		PA
				1315		Interactio n Form: Cr eate Reque st: Work b y PASUP
				1316		Verify tha t the Requ est Detail fields ha ve reset s o you can add anothe r one:
				1317
				1318		Descriptio n, Sub Fac ility, and Priority have been reset to n ull.
				1319
				1320		Named Empl oyee grid is empty.
				1321
				1322		Assigned S ervice Lin e = null, Assign to VPAC = No, and Code = null
				1323		Add a requ est to be worked by a PA:
				1324		Descriptio n: "Regres sion
				1325		<date> PAS UP"
				1326
				1327		Sub Facili ty: click magnifying glass ico n, select 629 - New Orleans, L A
				1328
				1329
				1330
				1331
				1332		Priority: 2-Emergent .
				1333
				1334		Code: ente r "sc01" a nd press r eturn. Sel ect the re turned rec ord.
				1335		Click the Add Reques t button.
				1336
				1337		Verify the new reque st populat es in the Request Su mmary grid :
				1338
				1339		Request Nu mber is th e Interact ion ID + " -02"
				1340		Sub Facili ty = 629BY Assigned SL = blank Created O n = today, just
				1341		now
				1342		Status Rea son = Assi gned Resol ved On = b lank Code = SC01 - " Not
				1343		Treated wi th Dignity ..."
				1344
				1345		Request De scription = "Regress ion <date> PASUP"
				1346
				1347		Resolution Descripti on = blank
				1348		PA
				1349		Interactio n Form: Cr eate Reque st: Work b y SL
				1350		Verify tha t the Requ est Detail fields ha ve reset s o you can add anothe r one.
				1351		Add a requ est to be assigned t o a Servic e Line:
				1352		Descriptio n: "Regres sion
				1353		<date> SL"
				1354
				1355
				1356
				1357
				1358		Sub Facili ty: click
				1359		magnifying glass ico n, select 629BY - Ba ton Rouge, LA
				1360
				1361		Assigned S ervice Lin e: click m agnifying glass icon , select A dministrat ive
				1362		Priority: 2-Emergent .
				1363
				1364		Code: ente r "sc01" a nd press r eturn. Sel ect the re turned rec ord.
				1365		Click the Add Reques t button.
				1366
				1367		Verify the new reque st populat es in the Request Su mmary grid :
				1368
				1369		Request Nu mber is th e Interact ion ID + " -03"
				1370		Sub Facili ty = 629BY Assigned SL =
				1371		Administra tive
				1372
				1373		Created On = today, just now
				1374		Status Rea son = Assi gned Resol ved On = b lank Code = SC01 - " Not
				1375		Treated wi th Dignity ..."
				1376
				1377		Request De scription = "Regress ion <date> SL"
				1378
				1379		Resolution Descripti on = blank
				1380		PA
				1381		Interactio n Form:
				1382		Create Req uest:
				1383		Verify tha t the Requ est Detail fields ha ve reset s o you can add anothe r one.
				1384
				1385
				1386		Work by SL AAdd a req uest to be assigned to a Servi ce Line:
				1387		Descriptio n: "Regres sion
				1388		<date> SLA "
				1389
				1390		Sub Facili ty: click magnifying glass ico n, select 629BY - Ba ton Rouge, LA
				1391
				1392		Assigned S ervice Lin e: click m agnifying glass icon , select A dministrat ive
				1393		Priority: 2-Emergent .
				1394
				1395		Code: ente r "sc01" a nd press r eturn. Sel ect the re turned rec ord.
				1396		Click the Add Reques t button.
				1397
				1398		Verify the new reque st populat es in the Request Su mmary grid :
				1399
				1400		Request Nu mber is th e Interact ion ID + " -04"
				1401		Sub Facili ty = 629BY Assigned SL =
				1402		Administra tive
				1403
				1404		Created On = today, just now
				1405		Status Rea son = Assi gned Resol ved On = b lank Code = SC01 - " Not
				1406		Treated wi th Dignity ..."
				1407
				1408		Request De scription = "Regress ion <date> SLA"
				1409
				1410
				1411
				1412
				1413		Resolution Descripti on = blank
				1414		PA
				1415		Interactio n Form: Cr eate Reque st: Work b y VPAC
				1416		Verify tha t the Requ est Detail fields ha ve reset s o you can add anothe r one:
				1417		Add a requ est to be assigned t o a VPAC:
				1418		Descriptio n: "Regres sion
				1419		<date> VPA C"
				1420
				1421		Sub Facili ty: click magnifying glass ico n, select 629BY - Ba ton Rouge, LA
				1422
				1423		Assign to VPAC: Yes - Verify t he "Assign ed Service Line" fie ld locks w hen this s election i s made
				1424		Priority: 2-Emergent .
				1425
				1426		Code: ente r "sc01" a nd press r eturn. Sel ect the re turned rec ord.
				1427		Click the Add Reques t button.
				1428
				1429		Verify the new reque st populat es in the Request Su mmary grid :
				1430
				1431		Request Nu mber is th e Interact ion ID + " -05"
				1432		Sub Facili ty = 629BY Assigned SL = blank Created O n = today, just
				1433		now
				1434		Status Rea son = Assi gned
				1435
				1436
				1437		Step 8
				1438		Execution Step
				1439
				1440		Descriptio n*
				1441
				1442		Resolved O n = blank
				1443
				1444		Code = SC0 1 - "Not T reated wit h Dignity. .."
				1445
				1446		Request De scription = "Regress ion <date> VPAC"
				1447
				1448		Resolution Descripti on = blank
				1449
				1450		Expected R esults
				1451		Per "verif y" stateme nts in the procedure . Comments
				1452		Validates
				1453
				1454		Attachment s
				1455
				1456
				1457
				1458
				1459
				1460		PA
				1461		Request Fo rm:
				1462
				1463		Open a Req uest from Interactio n
				1464		In the Req uest Summa ry grid, f ind and do uble-click the "PA" Request:
				1465
				1466		Request Nu mber<Inter action ID> -01,
				1467		Descriptio n "Regress ion
				1468		<date> PA"
				1469
				1470		Verify the Request s ession tab is added and has fo cus. Verif y the Stat us is In P rogress.
				1471		Verify the Resolve R equest but ton is dis played und er the Add Activity button in the Notes & Resoluti ons sectio n.
				1472
				1473		Verify the Request H eader and Footer rem ain anchor ed when yo u scroll t hrough the Request f orm.
				1474
				1475
				1476
				1477
				1478		Verify you can quick ly get to
				1479		customer d etails by exposing t he left in fo pane (" >" on top/ left). Hi de the pan e.
				1480		PA
				1481		Request Fo rm: ROC se ction
				1482		Scroll dow n to the R eport of C ontact sec tion. Veri fy
				1483		you can co llapse/exp and the se ction.
				1484		Verify the original details fr om the ROC Interacti on are dis played in this secti on.
				1485
				1486		Verify tha t none of the ROC fi elds can b e modified on the Re quest form .
				1487
				1488		Verify tha t all of t he Contact ing Entiti es are dis played in the grid u nder the R OC details .
				1489
				1490		Click on t he Interac tion link ("C-629.20 18xxxxx").
				1491		Verify the original Interactio n session tab is reb uilt and h as focus.
				1492
				1493		Modify the Treatment Status. A dd another Contactin g Entity. Click Save .
				1494
				1495		Return to the Reques t session tab. Click F5 to ref resh the s ession tab . Scroll b ack down t o the ROC section.
				1496
				1497		Verify the Treatment Status ha s changed and a new Contacting Entity wa s added.
				1498		PA
				1499		Request Fo rm:
				1500		Add Named Employee
				1501		Scroll up to the Req uest Detai l section.
				1502
				1503
				1504
				1505
				1506		In the NAM ED
				1507		EMPLOYEES subsection (on the r ight), ent er a first / last/ema il (any). Click Add Named Empl oyee.
				1508		Verify a n ew row is added to t he named e mployee gr id with th e data you entered.
				1509
				1510		Click the "+" button over the named empl oyee grid. Verify th e user sel ector pull down is di splayed.
				1511
				1512		Select the magnifyin g glass ic on. Scroll down and select Loo kup More R ecords.
				1513
				1514		Verify the Named Emp loyee find er modal b uilds. Sel ect one by clicking next to a row (under the check mark).
				1515
				1516		Click the Select but ton, and v erify the selected r ecord popu lates unde r Selected Records. Click Add.
				1517
				1518		Verify tha t the save d Named Em ployee is added to t he grid.
				1519		PA
				1520		Request Fo rm: Add Ac tivities
				1521		Scroll to the Notes and Resolu tions sect ion. Add a ctivities:
				1522
				1523		Type = Not e, Method = Phone,De scription = any. Cli ck Add Act ivity. Ver ify additi on to Acti vities gri d (right).
				1524		Type =Note , Method =
				1525		Comment Ca rd,Descrip tion
				1526		= any. Add Activity. Verify ad dition to Activities .
				1527
				1528
				1529
				1530
				1531		Type =Pati ent Contac t,
				1532		Method = P hone,Descr iption
				1533		= any. Add Activity. Verify ad dition to Activities .
				1534
				1535		Type =Pati ent Contac t, Method = Social M edia,Descr iption = a ny.
				1536		Add Activi ty. Verify addition to Activit ies.
				1537
				1538		Type =Note , Method = Phone,Des cription = any. Add Activity. Verify add ition to A ctivities.
				1539
				1540		Verify the paginatio n controls display a fter addin g the fift h activity , and you can get to subsequen t pages.
				1541
				1542		Add anothe r activity , but pre- date (cli ck on Acti vity Date and use ca lendar to set to las t week).
				1543
				1544		Sort the A ctivities grid in re verse chro nological order.
				1545
				1546		Verify the "Date" is different from "Cre ated On" f or the pre -dated act ivity.
				1547		PA
				1548		Request Fo rm: Resolv e Request
				1549		Click the Resolve Re quest butt on. Verify a warning banner di splays say ing you ne ed a Resol ution Acti vity.
				1550
				1551		In the Not es and Res olutions s ection. Ad d a Resolu tion activ ity:
				1552
				1553		Select Act ivity Type = Resolut ion, Metho d = Email, Descripti on = any t ext. Click the Add A ctivity bu tton.
				1554
				1555
				1556		Step 9
				1557		Execution Step
				1558
				1559		Descriptio n*
				1560
				1561		Verify the Resolutio n shows
				1562		up in the Activities grid to t he right a nd the war ning banne r clears.
				1563
				1564		Click the Resolve Re quest butt on.
				1565
				1566		Verify the Status Re ason goes to Closed, and the r ecord beco mes read-o nly (banne r at botto m).
				1567
				1568		Expected R esults
				1569		Per "verif y" stateme nts in the procedure . Comments
				1570		Validates
				1571
				1572		Attachment s
				1573
				1574
				1575
				1576
				1577
				1578		PA
				1579		Reports:
				1580		Run a Repo rt
				1581		Click on R EPORTS in the USD ba nner. Veri fy a new s ession is created la belled REP ORTS.
				1582		Verify the VEFT Repo rts grid i s displaye d in the S hared Repo rts sessio n tab.
				1583
				1584		Verify the grid popu lates with prepared report tem plates.
				1585
				1586		Select the Test Repo rt for Tra ining repo rt (click on the lef t of the r ow under t he checkma rk)
				1587
				1588		Verify the RUN REPOR T tool exp oses in th e session tab toolba r. Click R UN REPORT.
				1589
				1590
				1591
				1592
				1593		Verify the report is generated
				1594		and displa yed in the session t ab.
				1595
				1596		Verify the Edit Filt er button displays.
				1597
				1598		Verify too ls are pre sented for the repor t: paginat ion, zoom, search, e xport, ref resh, and print.
				1599
				1600		Hover over each grap hical tool and verif y tips pop up indica ting the f unction of each tool .
				1601		PA
				1602
				1603
				1604
				1605
				1606
				1607
				1608
				1609
				1610
				1611
				1612
				1613
				1614
				1615
				1616
				1617
				1618
				1619
				1620
				1621
				1622
				1623
				1624
				1625
				1626
				1627
				1628
				1629		PA
				1630		Reports: N avigation
				1631
				1632
				1633
				1634
				1635
				1636
				1637
				1638
				1639
				1640
				1641
				1642
				1643
				1644
				1645
				1646
				1647
				1648
				1649
				1650
				1651
				1652
				1653		Reports: E xport
				1654		Verify you can get t o subseque nt pages a nd return to the beg inning of the report .
				1655
				1656		Verify you can chang e the zoom level for the repor t. Set the zoom to W hole Page.
				1657		Find somet hing recur ring in th e report a nd enter i t in the s earch box (e.g., "20 18010").
				1658
				1659		Click the Find butto n. Verify the first occurence is highlig hted.
				1660		Click the Next butto n. Verify the second occurence is highli ghted.
				1661
				1662		Click the Refresh ic on. Verify the repor t regenera tes.
				1663
				1664		Click the Print butt on. Verify printing is not ava ialble.
				1665		Sprint 22 change?
				1666
				1667		Click on t he Export tool dropd own.
				1668		Verify sev eral expor t options are provid ed (XML, C SV,
				1669
				1670
				1671
				1672
				1673		PDF, MHTML , Excel, T IFF,
				1674		Word)
				1675
				1676		Select the Acrobat ( PDF) file export opt ion. Open the file i n the File Download popup.
				1677		Verify the report op ens in the Acrobat R eader.
				1678
				1679		Dismiss th e Acrobat applicatio n and retu rn to the report.
				1680		PA
				1681		Reports: M odify Filt er
				1682		Click the Edit Filte r button. Verify the Report Fi ltering Cr iteria are displayed .
				1683		Hover over the Metho d of Conta ct selecti on and cli ck on the button wit h "…".
				1684
				1685		Verify the Select Va lues modal appears.
				1686
				1687		Add Method of Contac t values b y selectin g some (ho ld CTRL do wn) and cl icking the ">>" butt on.
				1688
				1689		Verify the selected methods ap pear at th e right un der Select ed Values. Click OK.
				1690		Verify the mdthods y ou selecte d are now included i n the filt er:
				1691
				1692		Hover over the selec tions to t he left of the "..." button an d the tool tip popup will list them.
				1693
				1694		Select the dropdown to the rig ht of the Patient Ad vocate fil ter. Selec t "Contain s Data".
				1695		Click the Run Report button at the botto m right.
				1696
				1697
				1698
				1699
				1700		Verify the report is regenerat ed, and ha s more pag es than or iginally.
				1701		PA
				1702		Reports:
				1703		Read-only Filter
				1704		Dismiss th e REPORTS session an d regenera te the sam e report.
				1705		Click the Edit Filte r button.
				1706
				1707		Verify the filters r eturned to their ori ginal valu es.
				1708
				1709
				1710
				1711
				1712
				1713
				1714
				1715
				1716
				1717
				1718
				1719
				1720
				1721
				1722
				1723
				1724
				1725
				1726
				1727
				1728
				1729
				1730
				1731
				1732
				1733
				1734
				1735
				1736
				1737		Expected R esults
				1738		Per "verif y" stateme nts in the procedure . Comments
				1739		Validates Attachment sAssociate d E-Signat ures
				1740
				1741
				1742		SignedActi onSignerCo mmentAddit ional Info rmation