38 lines
1.4 KiB
Markdown
38 lines
1.4 KiB
Markdown
# UAT checklist
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CREST can tick this on staging or production after a backup exists. Record the date and the person who signed off at the bottom.
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## Physician
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- [ ] Start an agreement with a real email address and open the private link.
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- [ ] The agreement text is readable, and every field has a label.
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- [ ] Save a draft, leave, and return with the same link.
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- [ ] Review the PDF, go back, change the address, and review again.
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- [ ] Sign by typing or drawing, then submit.
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- [ ] A second visit to the submitted agreement does not allow another signature.
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## Rejection
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- [ ] An admin rejects the agreement with a reason.
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- [ ] The physician opens the new link, sees the reason, edits, signs again, and submits.
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## Approval and survey
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- [ ] An admin approves only after the CREST signature is saved in Settings.
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- [ ] The physician opens the survey from the email, refreshes, and sees the same answers.
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- [ ] Final submit shows the thank-you page.
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- [ ] Opening the survey again says it has already been submitted.
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## Admin
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- [ ] The application list does not show a full PAN or account number. The detail page does.
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- [ ] Reports exports an Excel file and warns that it contains personal data.
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- [ ] Settings can turn reminders off and on, and can change the two intervals.
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- [ ] Logout requires a signed-in admin. A logged-out visit to an admin page returns to login.
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## Sign-off
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Date:
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Name:
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