PPPAIMT-Crest/docs/UAT.md

UAT checklist

CREST can tick this on staging or production after a backup exists. Record the date and the person who signed off at the bottom.

Physician

• Start an agreement with a real email address and open the private link.
• The agreement text is readable, and every field has a label.
• Save a draft, leave, and return with the same link.
• Review the PDF, go back, change the address, and review again.
• Sign by typing or drawing, then submit.
• A second visit to the submitted agreement does not allow another signature.

Rejection

• An admin rejects the agreement with a reason.
• The physician opens the new link, sees the reason, edits, signs again, and submits.

Approval and survey

• An admin approves only after the CREST signature is saved in Settings.
• The physician opens the survey from the email, refreshes, and sees the same answers.
• Final submit shows the thank-you page.
• Opening the survey again says it has already been submitted.

Admin

• The application list does not show a full PAN or account number. The detail page does.
• Reports exports an Excel file and warns that it contains personal data.
• Settings can turn reminders off and on, and can change the two intervals.
• Logout requires a signed-in admin. A logged-out visit to an admin page returns to login.

Sign-off

Date:

Name: