QA – Institution – Analyst Role

The purpose of this checklist is to help verify the operation of the LexAlign production environment for the Analyst Role.

NOTE: To test the Production Environment, use the QA Bank institution.

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 Tested

HOME PAGE

Home Page: Verify that the home page does not have the Control Panel.

ASSESSMENTS TAB

Assessments: Navigate to one of the customers listed on the Assessments table. Verify the edit icon is to the right of the Company name.

Assessments: Edit the Company information and save. Return to the Company information to confirm your edits were saved.

Assessments: Navigate to a Company whose Cohort has not launched for a given Diagnostic. On the Account tab of the Company page, verify that a link exits in the table to move the Company to the next available Cohort. Click the link and verify the Company was moved to the next available Cohort.

Assessments: Select a Company from the Assessments table. On the Users tab of the Company page, verify that you can add a new user.

Assessments: Select a Company from the Assessments table. On the Users tab of the Company page, verify that you can resend the activation email.

OVERVIEW TAB

Overview Tab: Select the Overview tab and verify that the information for the LXA10 report loads and looks accurate.

Overview Tab: Download the LXA10 report and verify that the PDF file looks accurate.

Overview Tab: Select the Overview tab and verify that the information for the LXA20 report loads and looks accurate.

Overview Tab: Download the LXA20 report and verify that the PDF file looks accurate.

Overview Tab: Select the Overview tab and verify that the information for the LXA30 report loads and looks accurate.

Overview Tab: Download the LXA30 report and verify that the PDF file looks accurate.

REPORTS TAB

Activity Report: Select all cohorts for the current Cycle. Download and verify the report looks accurate for both the csv and xcel file.

Risk Factors Report: Select all cohorts for the current Cycle and select "Device Functioning" for the Risk Factors Category. Download and verify the report looks accurate for both the csv and xcel file.

Compliance Essentials Report: Select all cohorts for the current Cycle. Download and verify the report looks accurate for both the csv and xcel file.

Bounced Emails Report: Select all cohorts on the Bounced Emails Report. Download and verify the report looks accurate for both the csv and xcel file.

CUSTOMERS TAB

Customers Tab: Select a customer from the list to verify their information is displayed properly.

Customers Tab: Export the customer list and verify that it looks accurate.