3. Table of Contents
Instructions for Testers 5...............................................................................................
Testing of Shared Components 5..................................................................................
Default Data Used for Testing 5.....................................................................................
Files Imported During Testing 5.....................................................................................
Email Accounts 6.............................................................................................................
Requirements and Features Tested 6............................................................................
Features Not Tested 6.....................................................................................................
People (MAIL/CASE) 7....................................................................................................
Templates (MAIL) 38........................................................................................................
Correspondence Handling (MAIL) 55............................................................................
Newsletter Outreach (MAIL) 80......................................................................................
Agency Contacts (CASE) 85...........................................................................................
Templates (CASE) 90......................................................................................................
Case Management (CASE) 99........................................................................................
Reports (MAIL/CASE) 118...............................................................................................
Version 1: Tester 1
5. Instructions for Testers
The Admin test scripts contained in the Spry Test Scripts - Admin document should be completed before you
begin the test scripts contained in this document. Each of the test scripts contained in this document should
be run in sequential order as specified by each test script’s Prerequisites section. The test scripts for tester
1, tester 2 and tester 3 may be executed concurrently.
Testing of Shared Components
The Spry database has several shared components which use the same database for both SpryMAIL and
SpryCASE. For the purposes of executing test scripts, these shared components are tested via SpryMAIL.
The script ID number, printed on the first page of each script, uses a prefix to identify whether the script can
be performed via the SpryMAIL interface, the SpryCASE interface, or both:
Default Data Used for Testing
Test data for executing the test scripts is loaded on the test server supplied to HIR.
Files Imported During Testing
Several test scripts call for files that must be imported into SpryMAIL or SpryCASE. The import files are
located in the Materials folders provided via CD with the test scripts. The folders are named as follows:
SCRIPT ID NUMBERING
Prefix Example Application Comments
M M1.1.1 SpryMAIL The features tested during this script can only be accessed via SpryMAIL
C C2.1.1 SpryCASE The features tested during this script can only be accessed via SpryCASE
MC MC4.2.1 SpryMAIL
SpryCASE
The features tested during this script may be accessed via either SpryMAIL or
SpryCASE
IMPORT FILES FOR Admin, TESTER 1, TESTER 2 and TESTER 3
Tester Test Script Document Files for Import
Admin Spry Testing Scripts - Admin.PDF Materials - Admin.Zip
Tester 1 Spry Test Scripts - Tester 1.PDF Materials - Tester 1.ZIP
Tester 2 Spry Test Scripts - Tester 2.PDF Materials - Tester 2.ZIP
Tester 3 Spry Test Scripts - Tester 3.PDF Materials - Tester 3.ZIP
Version 1: Tester 1
6. Email Accounts
The test data is configured to use a single Gmail account for testing most incoming and outgoing
correspondence. The Username and Password information for this account are listed in the table below.
For the purposes of testing, constituent and staff email addresses are routed to this single account using
Gmail’s address alias feature. The alias feature allows you to receive messages sent to username
+alias@gmail.com. For each unique contact record, the email address is formatted as, e.g. test.spry
+FirstNameLastName@gmail.com. This ensures that all test email is routed to the test.spry@gmail.com
account. It also ensures that incoming email messages are recognized as coming from unique contacts.
Requirements and Features Tested
The test scripts cover functionality requirements published in the CMS Basic and Advanced Requirements
document. By the suggestion of HIR, the Symfodium team incorporated several of the pending new CMS
requirements which have not yet been published. Pending requirements are noted (on the front page of
each test script) in bold/italics under the Requirements Exercised section. They are also noted in bold/italics
in the CMS Requirements Traceability Matrix under the heading: Additional Features (Pending New CMS
Requirements).
Features Not Tested
Features not tested, and reasons for exclusion are listed at the end of the Features Exercised Matrix under
the heading Features Not Tested
TEST GMAIL ACCOUNT ACCESS
Username test.spry
Password testspry
Email Address test.spry@gmail.com
Alias Email Addresses test.spry+FirstNameLastName@gmail.com
Version 1: Tester 1
8. SCRIPT TITLE: ADD PEOPLE AND ORGANIZATIONS (MAIL/CASE)
SCRIPT AUTHOR Symfodium NAME OF TESTER
DATE CREATED 11/2/2009 DATE TESTED
SCRIPT ID# MC3.2.1 DATE APPROVED
FEATURES EXERCISED
PMC1: ADD A CONSTITUENT
PMC2: ADD AN ORGANIZATIONAL CONTACT RECORD
PMC14: VIEW MAP OF CONSTITUENT ADDRESS
REQUIREMENT(S) EXERCISED
DE1: BASIC DATA ENTRY CAPABILITIES
DE3: ZIP CODE ENTRY SHOULD AUTO-FILL CITY, STATE, AND
ZIP INFORMATION
DE4: ABILITY TO SCAN ENTIRE DATABASE FOR DUPLICATES
WHEN A NEW RECORD IS CREATED
DS1: NAME (FIRST, MIDDLE, LAST)
DS2: TITLES
DS3: SALUTATIONS (MULTIPLE SALUTATIONS INCLUDING
SUPPORT FOR HOUSEHOLD SALUTATIONS
DS5: GENDER
DS6: SPECIAL RELATIONSHIPS/ASSOCIATIONS
DS8: BUSINESS ADDRESS, STREET, CSZ
DS9: HOME ADDRESS, STREET, CSZ
DS10: PHONE NUMBERS (FAX, CELL, HOME, BUSINESS)
DS11: EMAIL ADDRESS
DS12: CONSTITUENT CODES
DS13: HOUSEHOLD INFORMATION (HEAD OF, OR MEMBER
OF HOUSEHOLD)
DS15: INTERNATIONAL PHONE NUMBERS
DS17: PAGER NUMBERS
DS20: BIRTH DATE
DS21: SOCIAL SECURITY NUMBERS
RHM4: ABILITY TO ALERT DATA ENTRY PERSON THAT A
DUPLICATE RECORD EXIST IF A DUPLICATE RECORD IS BEING
CREATED
DS26: CASE-SENSITIVE STORAGE
TEST SCRIPT OVERALL EXPECTED RESULTS
A STAFF USER CREATED CONSTITUENT AND ORGANIZATION RECORDS WHICH INCLUDED DEMOGRAPHIC INFORMATION,
RELATIONSHIPS, AND CONSTITUENT CODES. THE USER WAS ALERTED WHEN HE/SHE ATTEMPTED TO DUPLICATE A PERSON
RECORD. A CONSTITUENT HOME ADDRESS WAS VIEWED VIA GOOGLE MAPS.
OBSERVED RESULTS
ANSWER THE FOLLOWING
1
If No, Describe the problem
Were you able to successfully complete all steps?
Y or N (circle one)
Note any error message(s): Deviation Report #
2
If No, describe the achieved results
Did you achieve the overall expected result?
Y or N (circle one)
Note any error message(s): Deviation Report #
3 User Friendliness of this Feature
(3) Excellent (2) Good (1) Fair (0) Poor
(Circle one and provide explanation in the ‘Comments’ section)
COMMENTS
Tester Initials Upon Completion
Version 1: Tester 1
9. PREREQUISITES CHECK
SCRIPTS TO BE EXECUTED PRIOR TO EXECUTING THIS
SCRIPT
ALL ADMIN (MAIL/CASE) TEST SCRIPTS SHOULD BE
COMPLETED BEFORE STARTING THE FOLLOWING
PEOPLE (MAIL/CASE) TEST SCRIPTS
EQUIPMENT/TEST ENVIRONMENT REQUIRED TO EXECUTE
THIS SCRIPT
• PC WITH SAFARI BROWSER
• SPRY INSTALLATION AND TEST DATA
STEP ACTION EXPECTED RESULT ACTUAL RESULT COMMENTS
PREREQUISITE STEPS
1
Log in to SpryMAIL as a Staffer
using:
USER: mailstaff
PW: LetMeIn!
SpryMAIL opens to the
Navigation Menu
USER: mailstaff
PW: spry
TESTING STEPS
2
From the People Panel, click
ADD
The Add Person screen
opens to a blank form
3
Enter the following:
LAST NAME: Young
FIRST NAME: Abel
EMAIL: test.spry
+abelyoung@gmail.com
Then click SAVE
You receive a Possible
Duplicate warning
message
Young
Abel
test.spry
+abelyoung@gmail
.com
RHM4: ABILITY TO ALERT DATA
ENTRY PERSON THAT A DUPLICATE
RECORD EXIST IF A DUPLICATE
RECORD IS BEING CREATED
DE4: ABILITY TO SCAN ENTIRE
DATABASE FOR DUPLICATES WHEN A
NEW RECORD IS CREATED
4
Choose DON’T ADD
You are returned to the
Add Person screen
5
You are returned to the
Navigation Panel
6
From the People Panel, click
ADD
The Add Person screen
opens to a blank form
7
Enter the field information
specified for JACK DOE (see
Table MC3.2.1: Add People: Jack
Doe below the script steps)
The entries are displayed
on the screen
Jack Doe DE1: BASIC DATA ENTRY
CAPABILITIES
DE3: ZIP CODE ENTRY SHOULD
AUTO-FILL CITY, STATE, AND ZIP
INFORMATION
SCRIPT TITLE: ADD PEOPLE AND ORGANIZATIONS (MAIL/CASE)
Click CLOSE (round icon to the
right of the screen name)
Version 1: Tester 1
10. 8
Click MORE>> (to the right of the
codes field)
The entries on the View
Person screen are auto-
saved. The View Person:
Codes screen appears
with the list of available
constituent codes
displayed on the right,
and the list of codes
selected for this
constituent (VIP) on the
left.
9
Select FARM (from the list on the
right) so that it moves to the
Codes for Jack Doe area (on the
left)
The selected code
moves to the Codes for
Jack Doe area the left of
the screen and appears
below the VIP code
entered during step 7
10
Click BACK
You are returned to the
Add Person screen. The
selected code appears in
the Codes field
11
Click the RELATIONS drop-down
and choose ADD RELATION...
The Add a Relation
dialog appears
12
Use the drop-down to the right of
the phrase: I am adding a/an to
select PARENT, then click ADD
The Select Person
screen appears
13
From the Select Person screen,
enter John Doe in the search box
and click SEARCH. Then click
on the Name: DOE, JOHN
associated with Email: test.spry
+johndoe@gmail.com
Note: make sure that your cursor
is on the constituent’s Name and
not the View Person icon to the
left of the name
You are returned to the
View Person screen for
Jack Doe and the
Relations field now
shows 1 relation(s)
John Doe
NOTE: Clicking the View Person
icon to the left of the name Doe,
John shows the View Person record
for John Doe. Clicking BACK from
View Person returns you to Select
Person.
14
Click MORE INFO>> (above the
Details area)
The View Person: Info
screen opens
15
Click the line PAGER from the
table on the right
The Add Info dialog
appears
16
Enter the VALUE: 413-222-1212
Then click ADD
The pager number is
added to More Info for
Jack Doe on the left side
of the screen DS17: PAGER NUMBERS
SCRIPT TITLE: ADD PEOPLE AND ORGANIZATIONS (MAIL/CASE)
Version 1: Tester 1
11. 17
Click BACK
You are returned to the
View Person screen
18
Click SAVE
The word Saving
appears above the Save
button and changes to
Saved once the record
has been saved
19
Click CLOSE
You are returned to the
Navigation Menu
20
From the People Panel, choose
MANAGE
The Manage People
screen appears
21
Click the ADD button to the right
of the Search box
The Person or
Organization? dialog
appears
22
Choose to add AN
ORGANIZATION
The Add Organizational
Contact screen opens to
a blank form
23
Enter the fields specified for
ACME MEDICAL CENTER
(Candice Goode) specified in
Table MC3.2.1 Add Organization:
Acme Medical Center (below the
table for Jack Doe)
The entries are displayed
on the screen
ACME MEDICAL
CENTER Note: The constituent codes may be
entered directly into the Codes field,
separated by a comma, or by
clicking MORE, selecting the codes,
then clicking BACK
24
Click SAVE
The word Saving
appears above the Save
button and changes to
Saved once the record
has been saved
25
Click CLOSE
You are returned to the
Navigation Menu
VERIFICATION STEPS (ALSO SEE COMMENTS COLUMN ABOVE)
26
From the People Panel, click
MANAGE
The Manage People
screen opens. Jack Doe
and Acme Medical
Center (Candice Goode)
are shown near the top of
the list.
Jack Doe
Candice Goode
SCRIPT TITLE: ADD PEOPLE AND ORGANIZATIONS (MAIL/CASE)
Version 1: Tester 1
12. 27
Select JACK DOE and verify the
field entries stored using Table
MC3.2.1: Add People: Jack Doe
The View Person screen
for Jack Doe opens
showing each field entry
indicated in Table
MC3.2.1: Add People:
Jack Doe. The work
Address should read “16
Shaker RD” with the
abbreviation RD in All
Caps (the case in which
it was originally entered).
JACK DOE PMC1:ADD A CONSTITUENT
DS1: NAME (FIRST, MIDDLE, LAST)
DS3: SALUTATIONS (MULTIPLE
SALUTATIONS INCLUDING SUPPORT
FOR HOUSEHOLD SALUTATIONS
DS5: GENDER
DS6: SPECIAL RELATIONSHIPS/
ASSOCIATIONS
DS8: BUSINESS ADDRESS, STREET,
CSZ
DS9: HOME ADDRESS, STREET, CSZ
DS10: PHONE NUMBERS (FAX, CELL,
HOME, BUSINESS)
DS11: EMAIL ADDRESS
DS12: CONSTITUENT CODES
DS13: HOUSEHOLD INFORMATION
(HEAD OF, OR MEMBER OF
HOUSEHOLD)
DS15: INTERNATIONAL PHONE
NUMBERS
DS17: PAGER NUMBERS
DS20: BIRTH DATE
DS21: SOCIAL SECURITY NUMBERS
DS26: CASE-SENSITIVE STORAGE
28
The View Map screen
appears with a pointer
indicating the location of
the Home address
PMC14: VIEW MAP OF
CONSTITUENT ADDRESS
29
Click BACK once to return to the
View Person screen, then click
BACK again
You are returned to the
Manage People screen
30
In the Search Box, enter John
Doe and click SEARCH. Then
select the JOHN DOE record
associated with Email: test.spry
+johndoe@gmail.com
The View Person screen
for John Doe opens and
the relations field says 1
relation(s)
John Doe
31
Click the RELATIONS drop-down
The drop-down appears
and shows Doe, Jack
(son)
Doe, Jack (son)
DS6: SPECIAL RELATIONSHIP/
ASSOCIATIONS
SCRIPT TITLE: ADD PEOPLE AND ORGANIZATIONS (MAIL/CASE)
Click the H symbol to the left of
the Address if it is not already
highlighted in blue
Then click the
BLUE SQUARE ICON (to the
right of the Address Line 1)
Version 1: Tester 1
13. 32
Click BACK
You are returned to
Manage People
33
Select ACME MEDICAL
CENTER (CANDICE GOODE)
and verify the field entries using
Table MC3.2.1 Add Organization:
Acme Medical Center
The View Organization
screen for Acme Medical
Center (Candice Goode)
opens showing each field
entry indicated in Table
MC3.2.1 Add
Organization: Acme
Medical Center. All data
should appear in the
case that it was originally
entered.
ACME MEDICAL
CENTER PMC2: ADD AN ORGANIZATIONAL
CONTACT RECORD
DS1: NAME (FIRST, MIDDLE, LAST)
DS2: TITLES
DS8: BUSINESS ADDRESS, STREET,
CSZ
DS9: HOME ADDRESS, STREET, CSZ
DS10: PHONE NUMBERS (FAX, CELL,
HOME, BUSINESS)
DS12: CONSTITUENT CODES
34
Click EXIT
You are returned to the
Login screen
SCRIPT TITLE: ADD PEOPLE AND ORGANIZATIONS (MAIL/CASE)
Version 1: Tester 1
14. TABLE MC3.2.1 ADD PEOPLE: JACK DOE
LAST NAME Doe
FIRST NAME Jack
MIDDLE NAME James
PREFIX Mr.
SUFFIX Jr.
APPELLATION
HOUSEHOLD NAME DOE
HEAD OF HOUSEHOLD? HEAD (check the box labeled HEAD)
EMAIL ADDRESS test.spry+jackdoe@gmail.com
Note: Click the “H” icon to the left of the ADDRESS field to show fields for storing the Home
Address Information.
HOME ADDRESS 1 80 Damon Rd.
HOME ADDRESS 2 Apt. A1
HOME CITY None (“Northampton” will autofill after the zip code is entered and you tab to the next field).
STATE None (“MA” is autofilled from the Global Merge code RepStateShort).
HOME ZIP 01060
Note: Click the “W” icon to the left of the ADDRESS field to show fields for storing Work address
information.
WORK ADDRESS 1 16 Shaker RD
Note: Enter the Road as “RD” instead of “rd.” to test DS26: Case-sensitive storage
WORK ADDRESS 2 Box 16
WORK CITY None (“East Longmeadow” will autofill after the zip code is entered and you tab to the next field).
WORK STATE None (“MA” will autofill after the zip code is entered and you tab to the next field).
WORK ZIP 01028
Home --click the “H” symbol to the left of the ADDRESS field so that the Blue Home address is
designated as Primary when the record is saved
Note: Click the “H” icon to the left of the PHONE field to show the field for storing the Home phone
number. Click “W” to show the Work Phone field. Click “F” to show the Fax field. Click “M” to show
the Mobile phone field.
HOME PHONE 262-666-6666
WORK PHONE +44-20-12345678
FAX 363-666-6666
MOBILE 464-666-6666
PRIMARY PHONE Home--click the “H” symbol to the left of the PHONE field so that the Blue Home address is
designated as Primary when the record is saved.
SUBSCRIBER Yes (check the box)
161-16-1616
ALIEN REG. # (A#) 616-616-616
PASSPORT (PPT) 7234567890
VETERANS ADMIN. (VA#) 72345
RECEIPT (R#) 7234
DRIVERS LICENSE (DL) 723456789
GENDER Male
BIRTHDATE 06/16/1966
ETHNICITY Other
TABLE MC3.2.1 ADD PEOPLE: JACK DOE
PRIMARY MAILING ADDRESS
!
SOCIAL SECURITY NUMBER
(SSN)
!
Version 1: Tester 1
15. MARITAL STATUS Married
CODES VIP
RESUME TESTING AT STEP 8
TABLE MC3.2.1 ADD PEOPLE: JACK DOETABLE MC3.2.1 ADD PEOPLE: JACK DOE
TABLE MC3.2.1- ADD ORGANIZATION: ACME MEDICAL CENTER
ORGANIZATION (found at the top of the
details area on the right side of the
screen)
Acme Medical Center
TITLE (found to the right of the
Organization field)
Director of Nutrition
LAST NAME Goode
FIRST NAME Candice
MIDDLE NAME M.
PREFIX Dr.
SUFFIX
APPELLATION MD
HOUSEHOLD NAME
HEAD OF HOUSEHOLD?
EMAIL ADDRESS test.spry+candicegoode@gmail.com
Note: Click the “W” icon to the left of the ADDRESS field to show fields for storing Work
address information.
WORK ADDRESS 1 180 University Dr.
WORK ADDRESS 2 Box 180
WORK CITY None (“Amherst” will autofill after the zip code is entered and you tab to the next field)
WORK STATE None (“MA” will autofill after the zip code is entered and you tab to the next field)
WORK ZIP 01002
Note: Click the “H” icon to the left of the ADDRESS field to show fields for storing the
Home Address Information.
HOME ADDRESS 1 80 Damon Rd.
HOME ADDRESS 2 Apt F2
HOME CITY None (“Northampton” will autofill after the zip code is entered and you tab to the next
field)
STATE None (“MA” is autofilled from the Global Merge code RepStateShort)
HOME ZIP 01060
Work --click the “W” symbol to the left of the ADDRESS field so that the Blue Work
address is designated as Primary when the record is saved.
Note: Click the “H” icon to the left of the PHONE field to show the field for storing the
Home phone number. Click “W” to show the Work Phone field. Click “F” to show the Fax
field. Click “M” to show the Mobile phone field.
HOME PHONE 212-111-1111
WORK PHONE 222-111-1111
TABLE MC3.2.1- ADD ORGANIZATION: ACME MEDICAL CENTER
!
!
PRIMARY MAILING ADDRESS
!
Version 1: Tester 1
