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Using the Onboarding Dashboard — Test instructions

Prerequisites​

note

Supporting detail for the feature demo.

  • Site URL: https://uatwww.rrxpreview.com/
  • IF a logged in user is required:
    • Test user name: agent@forliion.com
    • Test user password: memtan-Rycryh-8mexfy
    • Select Shipping Address: Choose the Primary Address (first option in the list)
    • If login is successful, you will land on the Dashboard page (https://uatwww.rrxpreview.com/accountmanagement)
    • There should be a header message "Welcome Copilot Agent". ALERT THE USER AND STOP IF ANY OTHER USER NAME APPEARS HERE
  • The test user must have the Manage Onboarding role
  • At least one parent account, received file, and processing job must be available for drill-down verification
  • Accept the cookie banner using the "Accept Cookies" button

Happy Path​

  1. Navigate to the site (https://uatwww.rrxpreview.com/)
  2. Accept the cookie banner using the Accept Cookies button
  3. Log in with the test user credentials and choose the Primary Address when prompted
  4. Verify the header displays Welcome Copilot Agent. ALERT THE USER AND STOP IF ANY OTHER USER NAME APPEARS HERE
  5. Open the Onboarding Dashboard page using the direct URL: https://uatwww.rrxpreview.com/tools-resources/onboarding
  6. Verify the Onboarding Dashboard opens without a page-permission message
  7. Verify the summary area displays Pending Onboarding, Last File Received, and Last Job Run
  8. Verify the account table displays Name, Accounts, Sales Areas, and Sites columns
  9. Copy the first visible parent-account name, enter it in the account search field, and verify the table filters to the matching account
  10. Clear the account search field and verify the full account list returns
  11. Click the first parent-account name in the account table
  12. Verify the account details page displays the parent-account name and columns for Account Name, Salesforce Account Id, Salesforce Account Number, and Branch Code
  13. Expand the first account row and verify ERP, legal entity, account identifier, account number, last-modified date, and go-live date details appear
  14. Return to the Onboarding Dashboard
  15. Select the File History link
  16. Verify file history displays upload date, file name, account count, sales-area count, site count, and success status
  17. Open the first file and verify its file ID, file name, received time, processed time, account totals, validation results, and processing logs are displayed when corresponding data exists
  18. Return to the Onboarding Dashboard and select the Job History link
  19. Verify job history displays job ID, start time, end time, runtime, and success status
  20. Open the first job and verify its job ID, run timestamp, duration, status, and processing logs are displayed
  21. Return to the Onboarding Dashboard and select the Date Management link
  22. Verify pending accounts display account name, legal entity, account number, and onboarding date controls
  23. Verify Set All and Save controls are available, but do not enter or save a go-live date