QA – Customer Portal

The purpose of this checklist is to help verify the operation of the LexAlign system.

All fields are required. Your Name Date LexAlign Diagnostic(s) Tested To select multiple LexAlign Diagnostics, cntrl click or click and drag. Environment Tested Institution: Institution Customer used for the testing:

CUSTOMER HOME PAGE

Customer Home Page: When you log in, if the customer has completed an Assessment you will see the "Results" tab. If no Assessments have been completed you will see the "Assessments" tab. Verify that the correct tab is displayed.

Customer Home Page: Help Select "HELP" from the top navigation. Select a subject, enter a description, then click "SEND". Verify that a message is displayed saying you successfully submitted a support request.

Customer Home Page: Help Verification Log out of the Customer and Log into the Institution. Select "Support Requests" and Verify that the support request you submitted is listed. Log out of the Institution and log back into the customer.

Customer Home Page: Invite a Colleague Select "INVITE A COLLEAGUE" from the top navigation. Fill out the form and click "SEND INVITE". Verify that a message is displayed saying the colleague has been invited to your company.

Customer Home Page: Invite a Colleague Verified Go to your email and verify that you got the email inviting you to the Company.

ASSESSMENTS TAB

Customer Home Page - Assessments: Select an Assessment and complete it. Verify that the system took you to the "RESULTS" tab when you completed the Assessment.

RESULTS TAB

Customer Home Page - Results: The most recently completed Assessment will display links to the Audit Report and Action Plan as well as the Policy Package. Verify that each link works correctly.

REMEDIATION CHECKLIST TAB

Customer Home Page - Remediation Checklist: Select a completed Assessment. A table will be displayed. Click "Expand All" to verify the table expands properly. Click "Collapse All" to verify that the table collapses properly.

Customer Home Page - Remediate Risk Factor: Select the "REMEDIATE" button for one of the Risk Factors. Complete the form and click "SUBMIT". Verify that the table was updated with your entry.

Customer Home Page - Remediate Risk Factor Verified: Log out of the customer and log back into the Institution. Navigate to the customer and verify that the Risk Factor shows that it has been remediated.