ACT 7.0 TEST PLAN
PRC No.:190387
Client: Dallas
PRC Priority: AAA
Move ASAP? N
Object Name(s): \\Apollo\act_webdev\warfiles\SIT2016.war
Problem Description: SIT PORTAL ENHANCEMENTS SEE ATTACHED DOCUMENT. REQUESTED BY YVONNE SPRAGUE.
Developer Notes:
SIT Portal Enhancements
-Only leave current year and prior year open and available for editing by portal users.
-Create a client pref for the Dallas County Appraisal District phone number and add the pref to both forms: forms/50_259.jsp and forms/50_260.jsp
-Add message to /dealerships.jsp: “Any months filed and paid by mail or in person will not be reflected on the portal.”
-Do not display the pay checkbox until the monthly form is finalized (see example below):
-On any 99B (boating) annual declaration, do not automatically populate the users under the attachment at the bottom of the form (leave this blank for the dealers to complete themselves – many agents will have multiple dealers that are not connected so they do not all need to show up as the attachment). View screenshot below:
-Prompt automatic password change upon first time logging in to the portal.
-Update wording when incorrect password entered to “The username or password you have entered is invalid.”
-Add a note to both /confirmTotals.jsp and /annualDeclaration.jsp pages to inform the dealer that they still have to mail in the declaration to the appraisal district. The note should read as “All monthly statements and the annual declaration must also be submitted to Dallas Central Appraisal District.”
-Add Dallas County contact information to the bottom of the automated emails sent from the portal after closing a month and paying – use client pref JUR_ADDRESS1, JUR_ADDRESS2, JUR_ADDRESS3, JUR_ADDRESS4, JUR_EMAIL_ADDRESS, and JUR_PHONE1
-Add print button to the screen where the form is finalized next to the go back button to forms/50_259.jsp and forms/50_260.jsp
For more detail, please look at attachment
Solution:
- Updated SIT based on enhancements
How to test:
- look at attachment to test
Files affected:
\\Apollo\act_webdev\jason\login.jsp
\\Apollo\act_webdev\jason\password_reset.jsp
\\Apollo\act_webdev\jason\annualDeclaration.jsp
\\Apollo\act_webdev\jason\confirmTotals.jsp
\\Apollo\act_webdev\jason\forms\_monthly.jsp
\\Apollo\act_webdev\jason\forms\50_260.jsp
\\Apollo\act_webdev\jason\forms\50_259.jsp
\\Apollo\act_webdev\jason\dealerships.jsp
\\Apollo\act_webdev\jason\__getYearly.jsp
Test Plan:
1)Only leave current year and prior year open and available for editing by portal users (older years should still be available for viewing but users should not be able to create or edit sales records).
2)New client pref created: ‘APPR_DIST_PHONE_SIT’ for the Dallas Central Appraisal District phone number make sure it is added to all applicable forms.
3)Message added to /dealerships.jsp: “Any months filed and paid by mail or in person will not be reflected on the portal.”
4)Do not display the pay checkbox in the pay column until the finalize and pay button has been selected and the form is saved into sit_documents and sit_document_images.
5)On the annual declaration for any ‘99B’ form 50_259.jspor ‘99M’ form 50_267.jsp annual forms – additional dealerships should not be populated and the license numbers should not be a mandatory field to finalize form.
6)Automatic password change prompted upon first time logging into the portal.
7)Update wording when incorrect password entered to “The username or password you have entered is invalid.”
8)Add a note to both /confirmTotals.jsp and /annualDeclaration.jsp pages to inform the dealer that they still have to mail in the declaration to the appraisal district. The note should read as “All monthly statements and the annual declaration must also be submitted to Dallas Central Appraisal District.”
9)Add Dallas County contact information to the bottom of the automated emails sent from the portal after closing a month and paying – use client pref JUR_ADDRESS1, JUR_ADDRESS2, JUR_ADDRESS3, JUR_ADDRESS4, JUR_EMAIL_ADDRESS, and JUR_PHONE1.
10)Print button added to all monthly/annual forms for all dealer types.
1)Only leave current year and prior year open and available for editing by portal users (older years should still be available for viewing but users should not be able to create or edit sales records).
MULTIPLE YEARS OPEN
OPEN UP PRIOR YEAR NO ACTION BUTTONS AVAILABLE – VIEW ONLY
ABLE TO EDIT 2017 CURRENT YEAR
2)New client pref created: ‘APPR_DIST_PHONE_SIT’ for the Dallas Central Appraisal District phone number make sure it is added to all applicable forms.
NEW CLIENT PREF CREATED ‘APPR_DIST_PHONE_SIT’
MONTHLY FORM 50_246.jspFORACCOUNT 99P10714000000000 HAS ‘APPR_DIST_PHONE_SIT’
MONTHLY FORM 50_260.jspFOR ACCOUNT 99B03069000000000 HAS ‘APPR_DIST_PHONE_SIT’
MONTHLY FORM 50_268.jspFOR ACCOUNT 99M02659000000000 HAS ‘APPR_DIST_PHONE_SIT’
MONTHLY FORM 50_266.jspFOR ACCOUNT 99H00016000000000HAS ‘APPR_DIST_PHONE_SIT’
ANNUAL FORM 50_244.JSP FOR ACCOUNT 99P10714000000000 HAS ‘APPR_DIST_PHONE_SIT’
ANNUAL FORM 50_259.jsp FOR ACCOUNT 99B03069000000000 HAS ‘APPR_DIST_PHONE_SIT’
ANNUAL FORM 50_267.JSPFOR ACCOUNT 99M02659000000000 HAS ‘APPR_DIST_PHONE_SIT’
ANNUAL FORM 50-265.JSP FOR ACCOUNT 99H00016000000000HAS ‘APPR_DIST_PHONE_SIT’
3)Message added to /dealerships.jsp: “Any months filed and paid by mail or in person will not be reflected on the portal.”
4)Do not display the pay checkbox in the pay column until the finalize and pay button has been selected and the form is saved into sit_documents and sit_document_images.
VIEW SEPTEMBER
ADD SALES TO SEPTEMBER
CONFIRM TOTALS AND CLOSE FORM
VIEW FORM BUT DO NOT FINALIZE, SELECT GO BACK
SALES ARE LISTED BUT PAY CHECKBOX IS NOT AVAILABLE
GO BACK TO MONTHLY FORM AND SELECT FINALIZE AND PAY
FORM IS FINALIZED
MONTHLY FORM IS STORED ON SIT_DOCUMENTS
MONTHLY FORM IS STORED ON SIT_DOCUMENT_IMAGES
PAY CHECKBOX IS NOW AVAILABLE
5)On the annual declaration for any ‘99B’ form 50_259.jsp or ‘99M’ form 50_267.jsp annual forms – additional dealerships should not be populated and the license numbers should not be a mandatory field to finalize form.
FIELD NOT MANDATORY ON 50_259.JSP TO FINALIZE FORM 99B
ABLE TO FINALIZE FORM WITHOUT COMPLETING LICENSE # FIELDS
FIELD NOT MANDATORY ON 50_267.JSP TO FINALIZE FORM – 99M
ABLE TO FINALIZE FORM WITHOUT COMPLETING LICENSE # FIELDS
6)Automatic password change prompted upon first time logging into the portal.
CREATE NEW PORTAL USER
LOG INTO PORTAL FOR FIRST TIME
PROMPTS TO CREATE NEW PASSWORD
ENTER NEW PASSWORD
LOG IN WITH NEW PASSWORD
LOG IN SUCCESSFUL
7)Update wording when incorrect password entered to “The username or password you have entered is invalid.”
ATTEMPT LOGIN WITH INCORRECT PASSWORD
MESSAGE “THE USERNAME OR PASSWORD YOU ENTERED IS INVALID”
ATTEMPT TO LOGIN WITH INCORRECT USERNAME
MESSAGE “THE USERNAME OR PASSWORD YOU ENTERED IS INVALID”
8)Add a note to both /confirmTotals.jsp and /annualDeclaration.jsp pages to inform the dealer that they still have to mail in the declaration to the appraisal district. The note should read as “All monthly statements and the annual declaration must also be submitted to Dallas Central Appraisal District.”
NOTE ADDED TO /CONFIRMTOTALS.JSP
NOTE ADDED TO /ANNUALDECLARATION.JSP
9)Add Dallas County contact information to the bottom of the automated emails sent from the portal after closing a month and paying – use client pref JUR_ADDRESS1, JUR_ADDRESS2, JUR_ADDRESS3, JUR_ADDRESS4, JUR_EMAIL_ADDRESS, and JUR_PHONE1.
CLIENT PREFS
LISTED IN EMAIL RECEIVED WHEN MONTHLY FORM IS SUBMITTED IN THE PORTAL
10)Print button added to all monthly/annual forms for all dealer types.
MONTHLY FORM 50_246.jsp FOR ACCOUNT 99P10714000000000 HAS PRINT BUTTON
MONTHLY FORM 50_260.jsp FOR ACCOUNT 99B03069000000000 HASPRINT BUTTON
MONTHLY FORM 50_268.jsp FOR ACCOUNT 99M02659000000000 HAS PRINT BUTTON
MONTHLY FORM 50_266.jsp FOR ACCOUNT 99H00016000000000 HAS PRINT BUTTON
ANNUAL FORM 50_244.JSPFOR ACCOUNT 99P10714000000000 HAS PRINT BUTTON
ANNUAL FORM 50_259.JSP FOR ACCOUNT 99B03069000000000 HAS PRINT BUTTON
ANNUAL FORM 50_267.JSP FOR ACCOUNT 99M02659000000000 HAS PRINT BUTTON
ANNUAL FORM 50_265.JSP FOR ACCOUNT 99H00016000000000HAS PRINT BUTTON