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Basic testing of Brief Connect

Please use the following tests to validate baseline Brief Connect behaviour

Test Case: Applying filters to the dashboard

Step Action Expected Result
1 Navigate to the Dashboard. Dashboard is displayed.
2 Click on the 'Filter' button under 'Active tasks' label. A fly-out panel with the list of available filters is displayed.
3 Select the filters you want to apply to the Dashboard. The selection is highlighted in the panel.
4 Click on the 'Apply and save' button at the bottom. Only filtered records are now shown in Dashboard.

Test Case: Changing columns visible in the dashboard

Step Action Expected Result
1 Navigate to the Dashboard. Dashboard is displayed.
2 Click on the 'Edit columns' button on the right side of the Dashboard. A fly-out panel with the list of available columns is displayed.
3 Select the columns you want to see in the Dashboard. A checkbox next to each selected column is highlighted.
4 Click on the 'Save' button at the bottom. The selected columns are now shown in Dashboard.

Test Case: Changing notification settings

Step Action Expected Result
1 Navigate to the Dashboard. Dashboard is displayed.
2 At the Top right corner, there is a gear icon. Click on it. Settings screen is displayed.
3 User can edit selection in the Manage notifications section as required. The selection is displayed on the screen.
4 User can edit selection in the Proxy notifications section as required. The selection is displayed on the screen.
5 Scroll down and Click Save button. All these settings are saved in the system.

Test Case: Using the record search box on Dashboard

Step Action Expected Result
1 Navigate to the Dashboard Dashboard is displayed.
2 Under 'My records' tab, there is a Search Box. Click on it. User should be able to type inside the search box.
3 Type the keyword you want to search for. Typed text is visible in box.
4 Click Enter on keyboard. Only records matching search criteria are now shown in the Dashboard.

Test Case: Using export to PDF functionality

Step Action Expected Result
1 Navigate to the Dashboard. Dashboard is displayed.
2 Select a single record or multiple records based on the requirements. User is able to highlight records with checkboxes on the left.
3 Click on the 'Export' button on the right side. A small pop-up will appear with few options.
4 Click on 'Export selected records as PDF'. A pop-up requesting confirmation appears on the screen.
5 Click on 'Submit' button. A confirmation pop-up appears on the screen.
6 Wait a few minutes. User receives the PDF to their email address.

Test Case: Using export to Excel functionality

Step Action Expected Result
1 Navigate to the Dashboard. Dashboard is displayed.
2 Select a single record or multiple records based on the requirements. User is able to highlight records with checkboxes on the left.
3 Click on the 'Export' button on the right side. A small pop-up will appear with few options.
4 Click on 'Export selected records to Excel'. A fly-out panel with the list of available columns is displayed.
5 Select the required columns. A checkbox next to each selected column is highlighted.
6 Click on 'Generate file' button. Request is process and 'Open file' button appears.
7 Click on 'Open file' button. A excel file is opened in new tab with all the selected record.

Test Case: Using Export record documents functionality

Step Action Expected Result
1 Navigate to the Dashboard. Dashboard is displayed.
2 Select a single record or multiple records based on the requirements. User is able to highlight records with checkboxes on the left.
3 Click on the 'Export' button on the right side. A small pop-up will appear with few options.
4 Click on 'Export record documents'. A fly-out panel with selection of type of documents to include.
5 Select the required documents and click 'Submit' button. A confirmation pop-up appears on the screen.
6 Wait a few minutes. User receives an email with documents from 'Primary Documents' and other sections (depending on the selection).

Test Case: Reassigning roles

Step Action Expected Result
1 Create a record as a regular user and assign yourself as Accountable Officer only. Record is created.
2 Open the record when it's with Accountable Officer and try to edit record's metadata. Edit is allowed.
3 Click on the 'People and roles' tab. All the assigned people for their respective roles are visible.
4 Click on 'Edit' button for Accountable Officer role. The 'Edit Accountable Officer' pop-up appears.
5 Click on the cross mark next to person name and type in the name of the person you want to assign as Accountable Officer. Person's name appears in the search box.
6 Fill the 'Reason for role change'. The reason appears in the box.
7 Click on the 'Save' button. The change is applied, and the new user appears in the Accountable Officer role.
8 Refresh the page. You can no longer edit the record.
9 Login as the person who was assigned as Accountable Officer and open the record. Edit is allowed.

Test Case: Adding comments to record activity

Step Action Expected Result
1 Navigate to the Dashboard. Dashboard is displayed.
2 Click on the record you wish to view activity details for. Record opens.
3 Click on the 'View record activity' button on the right side. A fly-out panel displaying all changes that occurred in the record appears.
4 Type in a comment in the 'Type your comment here…' box. The comment appears in the checkbox.
5 Click on 'Add comment' button. The comment is added to the activity log.
Step Action Expected Result
1 Navigate to the Dashboard. Dashboard is displayed.
2 Click on the record you wish to relate a record to. Record opens.
3 Click on the 'Related records' tab. All the existing related records are displayed.
4 Click on '+Add' button. Add new related records' screen appears.
5 Search for the record you want to relate. The record appears.
6 User will select one or more records. Records are selected.
7 Click on '+Add selected records' button. The selected record is added to Related records section.
8 Click on the 'Save and return' button. Selected record is attached successfully.

Test Case: Adding documents during record initiation

Step Action Expected Result
1 Navigate to the Dashboard. Dashboard is displayed.
2 Click on '+New record' button. Initiate record screen appears.
3 Select the record type and sub-type and click on 'Get started' button. Step 1 of 6: Enter the record's information appears.
4 Select the required information and click on 'Next' button. Step 2 of 6: Enter the response information appears.
5 Fill in required information and click on 'Next' button. Step 3 of 6: Add templates and documents appears.
6 Select the required templates from the dropdown. All the selected templates are displayed.
7 Click on 'Select file' button under 'Upload primary documents'. Upload file and Select fiels from Sharepoint options appear.
8 Click on 'Upload file' to upload file from local storage. The local file explorer is displayed.
9 Click on 'Select files from Sharepoint' to upload documents directly from Sharepoint. SharePoint explorer appears.
10 Find the site you want to upload document from. Document libraries from selected site are displayed.
11 Select the document library. All the documents from that selected document library are displayed.
12 Choose the document you want to upload and click on 'Select' button. The selected file is attached and displayed in primary documents section.
13 Follow steps 7 to 12 to upload documents in the 'Upload supporting documents' section. The selected files are attached and displayed in supporting documents section.
14 Follow steps 7 to 12 to upload documents in the 'Upload attachments' section. The selected files are attached and displayed in attachments section.
15 Click on 'Next' button to continue record creation. The documents are added to the created record.

Test Case: Uploading and attaching files to existing records

Step Action Expected Result
1 Navigate to Dashboard User should have access to Dashboard
2 Select the record where you need to upload document Selected records details are displayed on Screen.
3 Select the 'Documents' Tab User will be navigated to Manage record Screen.
4 User wil select the necessary Templates from Dropdown All the selected document templates will be displayed below.
5 User will click 'Select file' under 'Upload primary documents' User is given 2 location fields(Upload file and Select fiels from Sharepoint) to upload docs.
6 User can select 'Upload file' to upload for local storage. The local file explorer is displayed to select document to upload.
7 User can select 'Select files from Sharepoint' to upload documents which are in sharepoint. A pop-up will be displayed to Select the Sharepoint Site
8 User will select the required Site by searching. All the document sets and document libraries from selected site are displayed.
9 User will select appropriate document libray. All the documents from that selected document library are displayed.
10 User will select all the necessary files and click Select button The selected files are attached and displayed in primary documents section.
11 User can follow Step 5 to Step 10 to upload documents similarly in 'Upload supporting documents' The selected files are attached and displayed in supporting documents section.
12 User can follow Step 5 to Step 10 to upload documents similarly in 'Upload attachments' The selected files are attached and displayed in attachments section.
13 User will scroll down and select 'Done' button All the documents are attached succesfully and those would be displayed on Screen in their respective sections.

Test Case: Multiple people collaborating on a record

Step Action Expected Result
1 Assign two collaborators to a record. Both Collaborators are visible in 'People and roles' tab.
2 Send the record to both Collaborators. Both Collaborators are granted edit access to the record.
3 Log in as the first Collaborator. User can see assigned task.
4 Try to modify record metadata and documents. Edit is allowed.
5 Log in as the second Collaborator. User can see assigned task.
6 Try to modify record metadata and documents. Edit is allowed.

Test Case: Generating PDF Pack

Step Action Expected Result
1 Navigate to the Dashboard. Dashboard is displayed.
2 Click on the record you wish to generate PDF Pack for. Record opens.
3 Click on 'View PDF pack' button. System generates PDF Pack.
4 Click on 'Open PDF Pack' button. PDF Pack with record's activity details, primary documents, supporting documents, and Endorsements opens in a new tab.

Test Case: Filtering records by stage using My records progress chart

Step Action Expected Result
1 Navigate to the Dashboard. Dashboard is displayed.
2 Locate the 'My records progress' chart. The chart is displayed on the Dashboard.
3 Click on any stage in the chart. Records are filtered based on the selected stage.
4 Click on the 'Apply and save' button at the bottom. Verify that only records corresponding to the selected stage are displayed.

Test Case: Access and manage the Proxy Users list as System Admin (Site Owner)

Step Action Expected Result
1 Navigate to the SharePoint site as a System Admin (Site Owner). SharePoint site loads successfully.
2 Click on the gear icon located at the top-right corner of the page. Settings menu is displayed.
3 Select Site contents from the dropdown menu. Site Contents page is displayed with all site lists and libraries.
4 Locate and click on the Proxy Users list. Proxy Users list is opened.
5 Click on the New button to add a new item. A new item form opens.
6 In the User field, add the primary user. User is selected successfully.
7 In the Proxy User field, add the user who will act as the proxy for the selected User. Proxy User is selected successfully.
8 Enter a valid date in the Expiry Date field. Expiry date is entered successfully.
9 Click on Save. New proxy user mapping is created successfully and appears in the Proxy Users list.
10 Edit an existing item and update any field (e.g., Expiry Date). Changes are saved successfully.
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Test Case: Verify that the Proxy User can access the assigned User’s records via the Dashboard switcher

Step Action Expected Result
1 As System Admin, open the Proxy Users list in the SharePoint site. Proxy Users list is displayed.
2 Add a new item where e.g. User A is the primary User and e.g. User B is the Proxy User. Proxy User (User B) is successfully assigned for User A.
3 Log in as User A and create a new record. Record is created successfully under User A’s account.
4 Log in as User B (Proxy User). Dashboard for User B is displayed.
5 On the Dashboard, click on the “View dashboard for” dropdown (switcher). The dropdown displays “Myself” and “User A”.
6 Select User A from the dropdown. Dashboard refreshes to display User A’s records.
7 Verify that the record created by User A is visible and accessible to User B. User B (Proxy User) can view and access the record created by User A.
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Test Case: Verify that the Proxy User receives notifications that their assigned User would

Step Action Expected Result
1 Log in as User e.g. User A and create a record. Record is created successfully.
2 Assign roles to User A in the record. Roles are assigned successfully.
3 Progress the record through a few stages. Record progresses through the stages successfully.
4 Log in as Proxy User e.g. User B. Proxy User (User B) dashboard is displayed.
5 Check the mailbox for notifications. Proxy User (User B) receives the same notifications that User A would.
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Test Case: Verify that the Proxy User inherits the same access to a record as their assigned User

Step Action Expected Result
1 Log in as Proxy User e.g. User B. Proxy User (User B) dashboard is displayed.
2 Access the record of e.g. User A as Proxy User. Record created by User A is accessible.
3 Click on the "I want to" button to view available actions. Proxy User (User B) sees the same actions and options as User A.
4 If User A is a Admin, check available actions for Proxy User. Proxy User (User B) inherits the same admin privileges on that record.
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Test Case: Verify that a Proxy User can act on behalf of their User in the workflow

Step Action Expected Result
1 Log in as Proxy User e.g. User B. Proxy User (User B) dashboard is displayed.
2 Access the record of e.g. User A as Proxy User. Record created by User A is accessible.
3 Click on the "I want to" button to view available actions. Available actions for the record are displayed.
4 Click on an available action to act on behalf of User A. Proxy User (User B) successfully performs the action on behalf of User A.

Test Case: Saving custom views

Test Case: Cloning record