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Testing your TargetX Online Application
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Step 1: Sign Up
Sign Up page
- Sign Up as a New User
- Make sure to use an email NOT connected to your Salesforce email address.
- How is the look and feel of the Sign Up page?
- Was Captcha Set up and working?
- Was the Thank you message clear?
Email
- Did you receive the email?
- What was the look and branding?
- Was the wording clear?
- Click the link to set up a new password
Change Password Page
- Set a Password
- Set a Password that contains the word 'password,' observe the error
- Were you able to open the page?
- Were the instructions clear?
- Were you taken to the App Dashboard after?
Step 2: Complete Online Application
App Dashboard
- Can you start a new application?
- Are the Key Questions appearing?
- Is the logic pushing you to the correct App Type and Term?
- Create a New Application
Online Application Logic
- Can you update your Application Type once in the App?
- Do you see the correct cards in the railroad tracks?
- How are the cards labeled?
- Are your sections labeled as desired?
- Can you identify the required fields?
- Are you able to Save and Continue without completing the required fields?
- Are all the fields that you need to be required marked as required?
- Are cards not fully finished appearing as a half-moon on the railroad tracks?
- Test your Checkbox fields
- Test your Radio button fields
- Test your Multi Select Picklists
- Test your Text fields (Both short and text areas)
- Test any fields that you have validation rules on
- Test fields with conditional logic
- Test the Address Widget
- Try using different countries to see how it's rendering
- Test whole sections/cards that have conditional logic
- Test the School Picker section
- If there is an Unknown choice, does another field appear to ask the student for the Previous Institution's information?
- Test all other fields, conditions, and cards that are specific to your Institution's build
Online Application Appearance
- How are the Hero and Logo images appearing in the App Dashboard?
- Is there any custom CSS that controls the coloring/fonts/appearance of the App?
Step 3: Submission of Application
Review
- From the Review page, click edit for different sections of the App
- Ensure you can go back in to edit any fields that were missed
- Click Submit your Application
Verify Page
- Do you have text on the Verification page?
- Is it clear from an applicant's perspective?
- Can you Sign and check off if it's all true?
- Verify & Submit
- Do you see a Thank you page?
- Are you able to return to the App Dashboard?
App Dashboard
- Do you see the 100% complete?
- Can you Withdraw your Application?
- Can you Start a New Application?
- Can you Review your Submitted Application?
Step 4: End User Review of Application
- Log in as an Internal End User who works with Application Data
- Are the fields on the Contact/Student populated appropriately?
- Are the fields on the Application populated appropriately?
- Are records being generated for any child objects (repeatable cards within the application)?
- Are there Source to Masters configured, and if so, are they firing correctly?
Step 5: Team Testing
- Expand your testing to those outside the group that built the online application. Have a place to collect their feedback and provide instructions on testing.
Step 6: Document Issues
- Note any issues found in testing.
- Reference the feedback tracker with adjustments, concerns and alterations needed
