Approval workflow acceptance test plan

1. Sign in and look at the left sidebar.

My packages appears in the sidebar. Once a Manager has returned something to you, a count appears beside it. Open it and the page reads Nothing waiting on you, with a New package button in the header.

1. Click New package.
2. Choose your business area.
3. Choose a reporting period from the list.

The period list offers only periods that already have data. The table then lists the data points for that period, filtered to Assigned to me, with columns for the indicator, value, who recorded it and when, evidence and status. A switch shows All in your business area instead.

1. Tick the header checkbox to select everything.
2. Untick one row.

The side card reads N data points, the business area and the period, and the count follows your selection.

1. Look at the due date in the side card.
2. Click Change and pick another date.
3. Type a short note to your Manager.

The due date is pre-filled 14 days from today. Changing it reveals a reason box, which your Manager will see. The note is optional and your Manager will see it too.

1. Choose your Manager under Send to.
2. Click Submit.
3. Read the confirmation.
4. Confirm.

Send to lists the Managers for your business area by name. The confirmation names the number of data points, the Manager you chose and the due date. You then land on the package page with status Under review.

1. Open New package again.
2. Choose the same business area and period.

The data points you sent are greyed out, read Under review and name the package holding them. They cannot be ticked.

1. Build and send a second package of at least three different data points to the same Manager.

It appears in My packages as Under review. Your Manager uses this package for the return cases.

1. After your Manager has approved the first package, open it from My packages.

Status reads Approved. The timeline shows when it was sent and when it was decided, and by whom. Every row reads Approved, with your Manager's name and the date.

1. After your Manager has returned one data point from the second package, open My packages.
2. Open the second package.

The strip at the top reads 1 data point returned to you and the same count sits beside My packages in the sidebar. The package reads 1 of N returned. The returned row carries your Manager's comment beneath it and a Fix link. The other rows read Approved. A Resubmit button is offered.

1. Click Fix on the returned row.
2. Click × to close the editor, then look at the cell before you change it.
3. Click the cell, then the … button beside the value, enter the corrected value, attach the evidence file again and save.
4. Open Data Collection from the menu and read the banner at the top.
5. Go back to the package and click Resubmit.
6. Send the new package.

Fix opens Data Collection at that data point with the cell ready to edit. Before the correction, the cell reads Returned and your Manager's comment shows when you hover over it. Once the corrected value is saved, the Returned marker leaves the cell, because the new value is not in a package yet. The Data Collection page carries a banner that counts the data points returned to you, and the count stays until you resubmit. Resubmit opens New package with only the returned data point selected, showing the corrected value and its evidence. The new package sends normally, reads Under review and says Resubmission of with a link to the earlier package. The earlier package now reads Replaced.

1. Sign in and open To review.

The strip reads 2 packages waiting for you and the same count sits beside To review in the sidebar. The Waiting for you tab lists both packages with who sent them, when, the due date as Due in N days, and the number of data points. Two more tabs sit beside it, Also in your business area and Decided.

1. Click the first package.

The header names the package, its status, who sent it and when, that it was sent to you, the due date, and any note your Reporter wrote. A line under the header asks you to check each data point against its evidence and the previous period. Each row shows the indicator, the value, the previous period's value, who recorded it and when, the evidence file names, and Approve and Return buttons. The bar at the foot reads 0 approved, 0 returned, N undecided.

1. Click Approve all remaining.
2. Read the bar and the main button.
3. Click the main button and confirm.

The bar reads N approved, 0 returned, 0 undecided and the main button reads Approve all N. The confirmation restates the count. After you confirm, you are back on To review and the package has left Waiting for you and appears under Decided.

1. Open the second package.
2. Click Return on one row.

A comment field opens on that row with a Save button. The other rows are unchanged.

1. Leave the comment empty and try to save.

Save is not available until a comment is typed.

1. Type a realistic query, for example Value looks high, please check the meter reading.
2. Save.

The row reads Returned with your comment beneath it and a Change link. The bar reads 0 approved, 1 returned and the rest undecided. The main button stays unavailable while anything is undecided.

1. Click Approve on a second row.

That row reads Approved while the returned row still reads Returned. The bar reads 1 approved, 1 returned and the rest undecided.

1. Click Approve all remaining.
2. Read the main button.
3. Click it and confirm.

The main button names exactly what it will file, for example Approve 2, return 1. The confirmation restates the counts and says your Reporter will see every comment. After you confirm, the package has left Waiting for you. Let your Reporter know, so they can run R9 and R10.

1. After your Reporter has resubmitted (R10), open To review and open the new package.

The new package is marked Resubmission under Waiting for you. Its header reads Resubmission of with a link to the earlier package and a one-line summary of what was returned and why. The earlier package still exists, reads Replaced, and links forward to the new one. Please confirm this history shows enough for your assurers.