QA – Control Panel The purpose of this checklist is to help verify the operation of the LexAlign Control Panel. All fields are required. Your Name Date Environment Tested SelectProductionQADDemo CONTROL PANEL USER ADMIN TAB User Admin - Create a User: Create a User with all roles. Verify the user was created. SelectVerifiedFailedSkipped User Admin - Verify invitation email: Verify the invitation email was received. If not, use the "Resend Invitation Email" link and verify the email was received. SelectVerifiedFailedSkipped User Admin - Remove a User: Remove the user that you created and verify the user was removed from the table. SelectVerifiedFailedSkipped IMPLEMENTATION TAB IMPLEMENTATION: EMAIL ALERTS Implementation - Add Email Alerts: Add an email address to Customer-Specific Notices and LexAlign Service Notices. Verify the email address was stored in the table. SelectVerifiedFailedSkipped Implementation - Remove Email Alerts: Remove an email address for Customer-Specific Notices and LexAlign Service Notices. Verify the email was removed from the table. SelectVerifiedFailedSkipped IMPLEMENTATION: LEXALIGN DIAGNOSTICS Implementation - LexAlign Diagnostics: If there are any Diagnostics to implement, select one and verify that it was created. SelectVerifiedFailedSkipped CYCLE CHECKLIST TAB Cycle Checklist: Select a Diagnostic from the drop-down list and verify that a Cycle Checklist table is displayed. SelectVerifiedFailedSkipped CUSTOMER ACTIVATIONS TAB CUSTOMER ACTIVATIONS: UPLOAD CUSTOMER DATA Customer Activations - Instructions: Click on "Data Upload Instructions" link. Verify that the PDF document downloads and opens. SelectVerifiedFailedSkipped Customer Activations - Template File: Click on "CSV Template" link. Verify that the file downloads and opens. SelectVerifiedFailedSkipped Customer Activations - List of activated customers: Click on the blue button "Download list of activated customers". Verify the list is generated and that the data in the file looks correct. SelectVerifiedFailedSkipped Customer Activations - Upload Customer Data: Select a Diagnostic and an existing Cycle and click on the blue button "Start Data Upload" - use the Wizard to complete the process of uploading a customer data file. SelectVerifiedFailedSkipped CUSTOMER ACTIVATIONS: REVIEW DATA UPLOADS Customer Activations - Review Data Upload: Review the data upload you processed in the step above. Ensure the data looks correct. SelectVerifiedFailedSkipped CUSTOMER COMMUNICATIONS TAB CUSTOMER COMMUNICATIONS: LOGO UPLOAD Customer Communications - Logo Upload: Save the current logo as a file. Upload a logo file and verify that it displays as the "Current Logo". Restore the original logo file. SelectVerifiedFailedSkipped CUSTOMER COMMUNICATIONS: EMAIL FOOTER Customer Communications - Email Footer: Make changes to the email footer. Go to Email Templates, select a template, preview the template to verify the changes you made are displayed. SelectVerifiedFailedSkipped CUSTOMER COMMUNICATIONS: EMAIL SUB-DOMAIN Customer Communications - Email Sub-Domain: Make note of the current sub-domain as you will revert back to it once the testing is complete. Enter a sub-domain, such as "test.lexalign.com" and click on the Submit button. Verify that you are able to download the DNS information. SelectVerifiedFailedSkipped CUSTOMER COMMUNICATIONS: EMAIL ADDRESSES Customer Communications - Email Addresses: Make note of the current email addresses and Sender Name as you will revert back to them once the testing is complete. Enter a FROM Email Address, enter Sender Name, and enter a Reply-to Email Address. Click on the SUBMIT button. Verify that your changes were made by sending yourself a preview email of one of the templates. SelectVerifiedFailedSkipped CUSTOMER COMMUNICATIONS: EMAIL TEMPLATES Customer Communications - Email Templates: Select an email template, make changes, and save it. Preview the template to verify the changes were saved. SelectVerifiedFailedSkipped CUSTOMER COMMUNICATIONS: EMAIL SCHEDULE Customer Communications - Email Schedule: Select the current Cycle for each LexAlign Diagnostic listed and verify that the schedule looks accurate. Also examine the detailed schedule to make sure it looks accurate. SelectVerifiedFailedSkipped CUSTOMER COMMUNICATIONS: FAQ TEMPLATE Customer Communications - FAQ Template: Verify that the copy function works. SelectVerifiedFailedSkipped CUSTOMER COMMUNICATIONS: FAQ URL UPLOAD Customer Communications - FAQ URL: Make note of the current URL as you will restore it after the test. Change the FAQ URL and click on the Submit button. Go to an email template, preview it and verify that the FAQ URL was updated. Restore the original FAQ URL. SelectVerifiedFailedSkipped CUSTOMER COMMUNICATIONS: SUPPORT REQUESTS Customer Communications - Support Requests: Disable the Support Requests. Then navigate to "Support Requests" on the Institution Dashboard to verify that a message says they are disabled. Then Enable the support requests and verify that a table lists them under "Support Requests" on the Institution Dashboard. SelectVerifiedFailedSkipped REMEDIATION FEATURES TAB REMEDIATION FEATURES: OVERVIEW Remediation Features: Overview Select Remote Deposit Capture from the list. Disable Remediation Notices and verify the selector is grayed out. SelectVerifiedFailedSkipped REMEDIATION FEATURES: REMEDIATION EMAIL TEMPLATES Remediation Features: Remediation Email Templates Select an email template, modify it, and verify that the changes were saved. SelectVerifiedFailedSkipped REMEDIATION FEATURES: REMEDIATION EMAIL SCHEDULE Remediation Features: Remediation Email Schedule Select an Assessment and define a remediation schedule to verify it saves correctly. SelectVerifiedFailedSkipped
