User Access and Managemet Test Cases - ONB02US03
Test Case 1: Display Users Table with Sortable Columns
Test Case ID: ONB02US03_TC_001
Title: Verify user management table displays with sortable columns for Name, Email, Department, Role, and Status according to acceptance criteria AC-1
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0
Classification
Module/Feature: User Access and Management
Test Type: Functional/UI
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Planned-for-Automation
Tags: Happy-Path, UserManagement-Service, UI/Database, MOD-UserManagement, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-Engineering, Report-Product, Report-Smoke-Test-Results, Customer-Enterprise, Risk-High, Business-Must-Have, Revenue-Impact-High, Integration-Services-CX-API, AC-1-Coverage, Happy-Path
Business Context
Customer_Segment: Enterprise/SMB/All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes
Quality Metrics
Risk_Level: High
Complexity_Level: Medium
Expected_Execution_Time: 4 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical
Coverage Tracking
Feature_Coverage: 15% of user management feature
Integration_Points: Services-CX, User Directory API, Authentication Service
Code_Module_Mapped: CX-Backoffice
Requirement_Coverage: Complete
Cross_Platform_Support: Web
Stakeholder Reporting
Primary_Stakeholder: Engineering/Product
Report_Categories: Quality-Dashboard, Module-Coverage, Smoke-Test-Results
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High
Requirements Traceability
Related_Requirements: AC-1: Display all users in table with sortable columns, Business Rule BR-1: User email uniqueness
Related_Bugs: N/A
Related_Test_Cases: ONB02US03_TC_002, ONB02US03_TC_003, ONB02US03_TC_011
Test Environment
Environment: Staging
Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
Device/OS: Windows 10/11, macOS 12+
Screen_Resolution: Desktop-1920x1080
Dependencies: User Directory API, Authentication Service, SMART 360 Platform
Performance_Baseline: < 3 seconds page load
Data_Requirements: Sample users: John Doe, Jane Smith, Bob Johnson, Alice Williams, Carlos Martinez, Sarah Parker, Michael Brown, Lisa Chen
Prerequisites
Setup_Requirements: SMART 360 platform configured, utility "Roshan Energies" setup completed
User_Roles_Permissions: System Admin (IT Director) or Utility Administrator access
Test_Data: 8 sample users from user story with varied departments, roles, and statuses
Prior_Test_Cases: Login authentication must pass
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
1 | Open web browser and navigate to platform URL | Login page loads with SMART 360 branding, username/password fields, and login button | URL: https://platform-staging.bynry.com/ | Verify platform accessibility and page elements |
2 | Enter valid System Admin credentials in login fields | Credentials are accepted and fields show filled state | Username: admin@utility.com, Password: ValidPass123 | Ensure admin credentials are correct |
3 | Click "Login" button to authenticate | Dashboard loads successfully showing main interface with side navigation menu | Login button click | Successful authentication verification |
4 | Verify dashboard main page elements | Dashboard displays with SMART 360 header, side navigation, and main content area | Dashboard elements: Header, sidebar, content area | Complete dashboard loading |
5 | Locate "Utility Setup" in left side navigation menu | "Utility Setup" menu item is visible and clickable in sidebar | Menu item: "Utility Setup" | Navigation menu verification |
6 | Click on "Utility Setup" menu item | Utility Setup page loads showing list of configured utilities | Click: "Utility Setup" | Page transition to utility list |
7 | Identify "Roshan Energies new" utility in the list | "Roshan Energies new" utility card is visible with "Continue Setup" button | Utility: "Roshan Energies new" | Target utility identification |
8 | Click "Continue Setup" button for Roshan Energies utility | Configuration steps page loads showing 6 configuration sections | Button: "Continue Setup" | Configuration workflow access |
9 | Verify 6 configuration steps are displayed | Page shows: 1) Basic Info, 2) Service Areas, 3) Rate Plans, 4) Staff & Access Control, 5) Billing, 6) Go Live | 6 configuration steps visible | Configuration workflow verification |
10 | Locate "Staff & Access Control" section (step 4) | "Staff & Access Control" section is visible with description and "Configure" button | Section: "Staff & Access Control" | Target configuration section |
11 | Click "Configure" button within Staff & Access Control section | User Management page loads with title "User Management" and subtitle "Manage user accounts and permissions across your organization" | Button: "Configure" in Staff & Access Control | Entry to User Management feature |
12 | Verify User Management page elements load completely | User Management page displays with: statistics cards at top, user table below, "Add User" button, search bar, "Show Filters" button | Complete page layout | Page element verification |
13 | Verify user statistics cards display at top of page | 5 cards visible: Total Users (35), Active Users (18), Inactive Users (1), Pending Users (0), Expired Users (16) | Cards with exact counts from user story | Verify card layout and data |
14 | Verify user table is displayed with exact column headers | Table displays with columns: User, Department, Role, Status, Created, Actions | Column headers as specified in AC-1 | All 6 columns must be visible |
15 | Verify sample users are displayed in table | Table shows: John Doe (IT Department), Jane Smith (Customer Service), Bob Johnson (Billing), Alice Williams (Metering), Carlos Martinez (Field Operations), Sarah Parker (Customer Service), Michael Brown (Asset Management), Lisa Chen (Billing) | Sample data from user story section 8 | Verify all 8 sample users |
16 | Click on "User" column header | Table sorts by user name alphabetically (ascending on first click) | Column: "User" | Verify sort indicator appears |
17 | Click "User" column header again | Table sorts by user name in descending order | Column: "User" | Verify sort direction toggles |
18 | Click on "Department" column header | Table sorts by department name alphabetically | Column: "Department" | Verify departmental sorting |
19 | Click on "Role" column header | Table sorts by role name alphabetically | Column: "Role" | Verify role-based sorting |
20 | Click on "Status" column header | Table sorts by status (Active, Invited, Deactive, Expired grouping) | Column: "Status" | Verify status-based sorting |
21 | Click on "Created" column header | Table sorts by creation date (newest/oldest) | Column: "Created" | Verify date sorting functionality |
Verification Points
Primary_Verification: User table displays with all required sortable columns for Name, Email, Department, Role, and Status as specified in AC-1
Secondary_Verifications: Sort indicators appear on column headers, data sorts correctly in both directions, all sample users from user story are visible
Negative_Verification: Columns cannot be hidden or removed accidentally, sorting doesn't break table layout or data integrity
Test Results (Template)
Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]
Execution Analytics
Execution_Frequency: Daily
Maintenance_Effort: Low
Automation_Candidate: Yes
Test Relationships
Blocking_Tests: Login authentication test
Blocked_Tests: ONB02US03_TC_002, ONB02US03_TC_003
Parallel_Tests: Statistics card validation tests
Sequential_Tests: Filter and search functionality tests
Notes: This test validates the core display functionality required for efficient user administration as outlined in the problem statement
Edge_Cases: Large user lists (100+ users), mixed data types in sortable columns
Risk_Areas: Performance with large datasets, sort stability with identical values
Security_Considerations: Ensure only authorized roles can view user management interface
Missing Scenarios Identified
Scenario_1: Column resize functionality for better data visibility
Type: UI Enhancement
Rationale: User story mentions "limited information architecture" as current problem
Priority: P3-Medium
Scenario_2: Column customization for different admin roles
Type: Role-based UI
Rationale: Different admin types (System Admin vs Utility Administrator) may need different column priorities
Priority: P3-Medium
Test Case 2: Multi-Select Filtering for Departments, Roles, and Statuses
Test Case ID: ONB02US03_TC_002
Title: Verify multi-select filtering capability for departments, roles, and statuses with collapsible filter interface according to AC-2
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0
Classification
Module/Feature: User Access and Management
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Planned-for-Automation
Tags: Happy-Path, UserManagement-Service, UI/API, MOD-UserManagement, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-Product, Report-CSM, Report-Regression-Coverage, Customer-All, Risk-High, Business-Must-Have, Revenue-Impact-Medium, Integration-User-Directory-API, AC-2-Coverage, Happy-Path
Business Context
Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: Yes
Quality Metrics
Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 6 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: High
Coverage Tracking
Feature_Coverage: 25% of user management feature
Integration_Points: User Directory API, Filter Service, Database Query Engine
Code_Module_Mapped: CX-Backoffice-Filtering
Requirement_Coverage: Complete
Cross_Platform_Support: Web
Stakeholder Reporting
Primary_Stakeholder: Product/CSM
Report_Categories: Quality-Dashboard, Module-Coverage, Regression-Coverage
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High
Requirements Traceability
Related_Requirements: AC-2: Multi-select filtering for departments, roles, statuses; BR-6: Collapsible filters for Department, Role, Status
Related_Bugs: N/A
Related_Test_Cases: ONB02US03_TC_001, ONB02US03_TC_003
Test Environment
Environment: Staging
Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
Device/OS: Windows 10/11, macOS 12+
Screen_Resolution: Desktop-1920x1080
Dependencies: User Directory API, Filter Service, Database Query Engine
Performance_Baseline: < 1 second filter application
Data_Requirements: Users across all 6 departments and 17 roles from user story
Prerequisites
Setup_Requirements: Complete ONB02US03_TC_001 successfully
User_Roles_Permissions: System Admin or Utility Administrator access
Test_Data: Users distributed across: Administration, Customer Service, Metering, Billing, Operations & Maintenance, Asset Management departments; All 17 roles from contextual content section
Prior_Test_Cases: ONB02US03_TC_001 must pass
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
1 | Open web browser and navigate to platform URL | Login page loads with SMART 360 branding, username/password fields, and login button | URL: https://platform-staging.bynry.com/ | Verify platform accessibility and page elements |
2 | Enter valid System Admin credentials in login fields | Credentials are accepted and fields show filled state | Username: admin@utility.com, Password: ValidPass123 | Ensure admin credentials are correct |
3 | Click "Login" button to authenticate | Dashboard loads successfully showing main interface with side navigation menu | Login button click | Successful authentication verification |
4 | Verify dashboard main page elements | Dashboard displays with SMART 360 header, side navigation, and main content area | Dashboard elements: Header, sidebar, content area | Complete dashboard loading |
5 | Locate "Utility Setup" in left side navigation menu | "Utility Setup" menu item is visible and clickable in sidebar | Menu item: "Utility Setup" | Navigation menu verification |
6 | Click on "Utility Setup" menu item | Utility Setup page loads showing list of configured utilities | Click: "Utility Setup" | Page transition to utility list |
7 | Identify "Roshan Energies new" utility in the list | "Roshan Energies new" utility card is visible with "Continue Setup" button | Utility: "Roshan Energies new" | Target utility identification |
8 | Click "Continue Setup" button for Roshan Energies utility | Configuration steps page loads showing 6 configuration sections | Button: "Continue Setup" | Configuration workflow access |
9 | Verify 6 configuration steps are displayed | Page shows: 1) Basic Info, 2) Service Areas, 3) Rate Plans, 4) Staff & Access Control, 5) Billing, 6) Go Live | 6 configuration steps visible | Configuration workflow verification |
10 | Locate "Staff & Access Control" section (step 4) | "Staff & Access Control" section is visible with description and "Configure" button | Section: "Staff & Access Control" | Target configuration section |
11 | Click "Configure" button within Staff & Access Control section | User Management page loads with title "User Management" and subtitle "Manage user accounts and permissions across your organization" | Button: "Configure" in Staff & Access Control | Entry to User Management feature |
12 | Verify User Management page displays completely with user table and "Show Filters" button visible | User Management page shows statistics cards, user table, and "Show Filters" button in top right | Complete page layout | Filter functionality access |
13 | Click "Show Filters" button | Filter panel expands showing three filter sections: Department, Role, Status | Button text: "Show Filters" | Button should be easily identifiable |
14 | Verify collapsible filter panel expands | Filter panel displays with three dropdown sections: Department, Role, Status as per BR-6 | Filter sections as per BR-6 | Verify all three filters are visible |
15 | Click on Department filter dropdown | Department dropdown opens and shows checkboxes for: Administration, Customer Service, Metering, Billing, Operations & Maintenance, Asset Management | Exact 6 departments from user story | All departments must be present |
16 | Select "Administration" department checkbox | Checkbox is checked and "Administration" is marked as selected | Department: Administration | Single selection verification |
17 | Additionally select "Customer Service" department checkbox | Both "Administration" and "Customer Service" checkboxes are checked | Departments: Administration + Customer Service | Multi-select verification |
18 | Click "Apply Filters" button | Table filters to show only users from Administration and Customer Service departments | Expected users: John Doe (IT Department = Administration), Jane Smith (Customer Service), Sarah Parker (Customer Service) | Verify filtered results match selections |
19 | Click on Role filter dropdown | Role dropdown opens showing all 17 roles: Utility Administrator, CSO Manager, Customer Executive, Call Center Representative, Recovery Executive, Meter Manager, Meter Supervisor, Meter Reading Supervisor, Meter Reader, Validator, Billing Manager, Billing Specialist, Printing Vendor, O&M Manager, Field Force Technician, Dispatcher, Asset Manager, Plant Supervisor, Assets Technician | Complete 17-role hierarchy from user story contextual content | All roles must be available |
20 | Select "Utility Administrator" and "CSO Manager" roles using checkboxes | Both role checkboxes are checked | Roles: Utility Administrator + CSO Manager | Multi-role selection |
21 | Click "Apply Filters" with combined department and role filters | Table shows users matching both department AND role criteria (intersection logic) | Expected result: Users who are in (Administration OR Customer Service) AND have role (Utility Administrator OR CSO Manager) | Combined filter logic validation |
22 | Click on Status filter dropdown | Status dropdown displays checkboxes for: Active, Invited, Deactive, Expired | Status options from business rules | All statuses available |
23 | Select "Active" and "Invited" status checkboxes | Both status checkboxes are checked | Statuses: Active + Invited | Multi-status selection |
24 | Click "Apply Filters" with all three filter types active | Table shows users matching department AND role AND status criteria | Users meeting all three filter combinations | Triple filter validation |
25 | Verify filter result count updates dynamically | User table shows filtered count and "X results found" message | Dynamic count based on applied filters | Result count accuracy |
26 | Click "Reset Filters" button | All checkboxes are unchecked and full user list redisplays with all 8 sample users | Reset to: John Doe, Jane Smith, Bob Johnson, Alice Williams, Carlos Martinez, Sarah Parker, Michael Brown, Lisa Chen | Complete reset functionality |
27 | Click "Hide Filters" button | Filter panel collapses and "Show Filters" button reappears | Filter panel hidden | Collapsible functionality verification |
Verification Points
Primary_Verification: Multi-select filtering works correctly for departments, roles, and statuses as specified in AC-2
Secondary_Verifications: Filter combinations use AND logic between filter types and OR logic within filter types, reset functionality clears all selections, collapsible interface works properly
Negative_Verification: Invalid filter combinations are handled gracefully, no results scenario displays appropriate message
Test Results (Template)
Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]
Execution Analytics
Execution_Frequency: Weekly
Maintenance_Effort: Medium
Automation_Candidate: Yes
Test Relationships
Blocking_Tests: ONB02US03_TC_001
Blocked_Tests: ONB02US03_TC_003
Parallel_Tests: Search functionality tests
Sequential_Tests: Combined search and filter tests
Notes: This test addresses the "limited filtering options" problem identified in the user story
Edge_Cases: All filters selected, no filters selected, contradictory filter combinations
Risk_Areas: Performance with complex filter combinations, filter state persistence
Security_Considerations: Ensure filtered data respects user role permissions
Missing Scenarios Identified
Scenario_1: Filter state persistence across page refreshes
Type: UI State Management
Rationale: Improves user experience for System Admins managing large user bases
Priority: P2-High
Scenario_2: Saved filter combinations for frequently used searches
Type: User Experience Enhancement
Rationale: User story mentions reducing time to locate users by 75%
Priority: P3-Medium
Test Case 3: Search Function for Name and Email with Real-time Results
Test Case ID: ONB02US03_TC_003
Title: Verify search function finds matches in name and email fields with real-time filtering according to AC-3
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0
Classification
Module/Feature: User Access and Management
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual
Tags: Happy-Path, UserManagement-Service, UI/Database, MOD-UserManagement, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-QA, Report-User-Acceptance, Report-Customer-Segment-Analysis, Customer-All, Risk-Medium, Business-Should-Have, Revenue-Impact-Medium, Integration-Database-Search-Engine, AC-3-Coverage, Happy-Path
Business Context
Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Should-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: Yes
Quality Metrics
Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 5 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Medium
Coverage Tracking
Feature_Coverage: 20% of user management feature
Integration_Points: Database Search Engine, User Directory API
Code_Module_Mapped: CX-Backoffice-Search
Requirement_Coverage: Complete
Cross_Platform_Support: Web
Stakeholder Reporting
Primary_Stakeholder: QA/User-Acceptance
Report_Categories: Quality-Dashboard, Module-Coverage, User-Acceptance
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium
Requirements Traceability
Related_Requirements: AC-3: Search function finds matches in name and email; BR-5: User name and email can be searched in search bar
Related_Bugs: N/A
Related_Test_Cases: ONB02US03_TC_001, ONB02US03_TC_002
Test Environment
Environment: Staging
Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
Device/OS: Windows 10/11, macOS 12+
Screen_Resolution: Desktop-1920x1080
Dependencies: Database Search Engine, User Directory API, Real-time Search Service
Performance_Baseline: < 500ms search response time
Data_Requirements: Sample users with exact names and emails from user story
Prerequisites
Setup_Requirements: Complete ONB02US03_TC_001 and ONB02US03_TC_002 successfully
User_Roles_Permissions: System Admin or Utility Administrator access
Test_Data: Exact sample users: John Doe (john.doe@example.com), Jane Smith (jane.smith@example.com), Bob Johnson (bob.johnson@example.com), Alice Williams (alice.williams@example.com), Carlos Martinez (carlos.m@example.com), Sarah Parker (sarah.p@example.com), Michael Brown (michael.b@example.com), Lisa Chen (lisa.c@example.com)
Prior_Test_Cases: ONB02US03_TC_001 must pass
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
1 | Navigate to User Management page | User Management page displays with search bar containing placeholder "Search users..." | Search bar location: Top of user table section | Verify search bar visibility |
2 | Click in search bar to focus | Search bar becomes active with cursor visible and placeholder text remains | Action: Click in search field | Focus state verification |
3 | Type partial name "John" | Search results filter in real-time showing only "John Doe" user | Search term: "John" | Real-time search verification |
4 | Verify search result accuracy | Table displays only John Doe from IT Department with System Admin role and Active status | Expected result: 1 user - John Doe (john.doe@example.com) | Partial name match validation |
5 | Clear search and type full name "Jane Smith" | Table displays exact match for Jane Smith from Customer Service | Search term: "Jane Smith" | Full name search validation |
6 | Verify exact match result | Single result shows Jane Smith, Customer Service, CSO Manager, Active status | Expected result: Jane Smith (jane.smith@example.com) | Exact match accuracy |
7 | Clear search and type partial email "doe@" | Search results show John Doe user matching email pattern | Search term: "doe@" | Partial email search |
8 | Verify email search functionality | Table filters to show john.doe@example.com user | Expected result: John Doe user | Email-based filtering |
9 | Clear search and enter full email "alice.williams@example.com" | Exact email match displays Alice Williams from Metering department | Search term: "alice.williams@example.com" | Full email search |
10 | Verify full email search result | Single result shows Alice Williams, Metering, Meter Reader, Active status | Expected result: Alice Williams user only | Email exact match |
11 | Clear search and enter case variation "CARLOS" | Search finds Carlos Martinez regardless of case sensitivity | Search term: "CARLOS" (uppercase) | Case-insensitive search |
12 | Verify case-insensitive functionality | Table shows Carlos Martinez from Field Operations department | Expected result: Carlos Martinez (carlos.m@example.com) | Case handling validation |
13 | Enter non-existent search term "NonExistentUser" | Table shows empty state with "No users found" message | Search term: "NonExistentUser" | Empty results handling |
14 | Verify empty results display | Message displays: "No users found matching your search criteria" | Expected message with clear text | Empty state verification |
15 | Enter special characters "@#$%" in search | Search handles gracefully without errors or system crashes | Search term: "@#$%" | Special character handling |
16 | Verify special character handling | Either shows "No results" or filters appropriately without breaking interface | No error messages or system crashes | Error prevention |
17 | Clear entire search field | Full user list redisplays showing all 8 sample users | Clear search action | Reset functionality |
18 | Verify search reset | Table shows: John Doe, Jane Smith, Bob Johnson, Alice Williams, Carlos Martinez, Sarah Parker, Michael Brown, Lisa Chen | All 8 users visible | Complete reset validation |
Verification Points
Primary_Verification: Search function finds matches in both name and email fields as specified in AC-3
Secondary_Verifications: Real-time filtering works, case-insensitive search, partial and exact matches work correctly, empty results handled gracefully
Negative_Verification: Special characters don't break search functionality, invalid searches don't crash the system
Test Results (Template)
Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]
Execution Analytics
Execution_Frequency: Weekly
Maintenance_Effort: Low
Automation_Candidate: Planned
Test Relationships
Blocking_Tests: ONB02US03_TC_001
Blocked_Tests: Combined search and filter tests
Parallel_Tests: Filter functionality tests
Sequential_Tests: Advanced search features
Notes: This test addresses the user story goal of quickly locating specific users to reduce search time by 75%
Edge_Cases: Search with spaces, special characters, very long search terms, Unicode characters
Risk_Areas: Search performance with large datasets, real-time search responsiveness
Security_Considerations: Prevent search injection attacks, ensure search respects data visibility permissions
Missing Scenarios Identified
Scenario_1: Search result highlighting to show matched terms
Type: UI Enhancement
Rationale: Improves user experience by clearly showing why results matched
Priority: P3-Medium
Scenario_2: Search history or recent searches functionality
Type: User Experience
Rationale: Could further reduce search time for frequently accessed users
Priority: P4-Low
Test Case 4: Statistics Card Calculations and Growth Rate Validation
Test Case ID: ONB02US03_TC_004
Title: Verify statistics cards display accurate calculations and growth rates according to business rules for Total, Active, Inactive, Invited, and Expired users
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0
Classification
Module/Feature: User Access and Management
Test Type: Functional/Business Logic
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Manual
Tags: Happy-Path, UserManagement-Service, API/Database, MOD-UserManagement, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-Engineering, Report-Revenue-Impact-Tracking, Report-Customer-Segment-Analysis, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Analytics-Engine, BR-Calculations, Happy-Path
Business Context
Customer_Segment: Enterprise/All
Revenue_Impact: High
Business_Priority: Critical
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes
Quality Metrics
Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 8 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical
Coverage Tracking
Feature_Coverage: 30% of user management feature
Integration_Points: Analytics Engine, Database Query Service, Historical Data Service
Code_Module_Mapped: CX-Analytics-Dashboard
Requirement_Coverage: Complete
Cross_Platform_Support: Web
Stakeholder Reporting
Primary_Stakeholder: Engineering/Product
Report_Categories: Quality-Dashboard, Module-Coverage, Revenue-Impact-Tracking
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High
Requirements Traceability
Related_Requirements: Business Rules for statistics calculations, Growth rate calculations from 30-day comparisons
Related_Bugs: N/A
Related_Test_Cases: ONB02US03_TC_001
Test Environment
Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Analytics Engine, Historical Data Service, Database Query Service
Performance_Baseline: < 2 seconds card calculation
Data_Requirements: Historical user data for 30-day growth rate calculations
Prerequisites
Setup_Requirements: Historical user data available for past 30 days
User_Roles_Permissions: System Admin or Utility Administrator access
Test_Data: Current users: 35 Total, 18 Active, 1 Inactive, 0 Pending, 16 Expired; Historical baseline data from 30 days ago
Prior_Test_Cases: ONB02US03_TC_001 must pass
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
1 | Open web browser and navigate to platform URL | Login page loads with SMART 360 branding, username/password fields, and login button | URL: https://platform-staging.bynry.com/ | Verify platform accessibility and page elements |
2 | Enter valid System Admin credentials in login fields | Credentials are accepted and fields show filled state | Username: admin@utility.com, Password: ValidPass123 | Ensure admin credentials are correct |
3 | Click "Login" button to authenticate | Dashboard loads successfully showing main interface with side navigation menu | Login button click | Successful authentication verification |
4 | Verify dashboard main page elements | Dashboard displays with SMART 360 header, side navigation, and main content area | Dashboard elements: Header, sidebar, content area | Complete dashboard loading |
5 | Locate "Utility Setup" in left side navigation menu | "Utility Setup" menu item is visible and clickable in sidebar | Menu item: "Utility Setup" | Navigation menu verification |
6 | Click on "Utility Setup" menu item | Utility Setup page loads showing list of configured utilities | Click: "Utility Setup" | Page transition to utility list |
7 | Identify "Roshan Energies new" utility in the list | "Roshan Energies new" utility card is visible with "Continue Setup" button | Utility: "Roshan Energies new" | Target utility identification |
8 | Click "Continue Setup" button for Roshan Energies utility | Configuration steps page loads showing 6 configuration sections | Button: "Continue Setup" | Configuration workflow access |
9 | Verify 6 configuration steps are displayed | Page shows: 1) Basic Info, 2) Service Areas, 3) Rate Plans, 4) Staff & Access Control, 5) Billing, 6) Go Live | 6 configuration steps visible | Configuration workflow verification |
10 | Locate "Staff & Access Control" section (step 4) | "Staff & Access Control" section is visible with description and "Configure" button | Section: "Staff & Access Control" | Target configuration section |
11 | Click "Configure" button within Staff & Access Control section | User Management page loads with title "User Management" and subtitle "Manage user accounts and permissions across your organization" | Button: "Configure" in Staff & Access Control | Entry to User Management feature |
12 | Verify User Management page loads completely and observe statistics cards at top | 5 statistics cards display prominently at top: Total Users, Active Users, Inactive Users, Pending Users, Expired Users | Current state: Total=35, Active=18, Inactive=1, Pending=0, Expired=16 | Verify all 5 cards are visible |
13 | Examine Total Users card details | Total Users card shows 35 with blue icon and percentage change from yesterday (-100% from yesterday) | Expected: 35 total users, -100% from yesterday | Validate card display and calculation |
14 | Verify Active Users card accuracy | Active Users card shows 18 with green icon and growth percentage (-100% from yesterday) | Expected: 18 active users, -100% from yesterday | Active users definition validation |
15 | Examine Inactive Users card calculation | Inactive Users card shows 1 with red icon and percentage change (-50% from yesterday) | Expected: 1 inactive user, -50% from yesterday | Inactive users calculation |
16 | Verify Pending Users card displays zero correctly | Pending Users card shows 0 with orange icon and percentage change (-100% from yesterday) | Expected: 0 pending users, -100% from yesterday | Pending users zero state |
17 | Examine Expired Users card accuracy | Expired Users card shows 16 with warning icon and percentage change (No change from yesterday) | Expected: 16 expired users, No change from yesterday | Expired users calculation |
18 | Validate Total Users calculation formula according to business rules | Verify Total = Active + Inactive + Pending (Expired not included per business rule) | Calculation: 18 + 1 + 0 = 19 ≠ 35 (investigate discrepancy) | Formula validation from business rules |
19 | Hover over Total Users card to check growth rate calculation methodology | Tooltip appears explaining calculation method and 30-day comparison basis | Growth rate = (Current - Previous) / Previous * 100 | 30-day comparison per business rules |
20 | Verify positive growth display format (if applicable) | If any card shows growth, verify green color with "+" prefix | Format: "+X%" in green text | Positive growth indication |
21 | Verify negative growth display format | Cards showing decline display red color with "-" prefix | Format: "-X%" in red text, as shown: "-100%" for most cards | Negative growth indication |
22 | Verify no change display format | Cards with no change show neutral text "No change from yesterday" | Example: Expired Users card shows "No change from yesterday" | Neutral change indication |
23 | Test card refresh on user status change by adding a new user | Click "Add User" button and create test user to see if cards update | Test: Add new user and verify statistics update | Real-time calculation update |
24 | Verify card data consistency with user table | Count users in table by status and compare with card values | Manual count vs card display | Data consistency check |
25 | Validate historical data accuracy for growth calculations | Verify growth calculations use correct historical baseline from 30 days ago | Historical data from exactly 30 days ago | Historical data accuracy |
26 | Test card responsiveness to filters | Apply department filter and verify if cards update to reflect filtered data | Apply department filter and check if cards update | Filter impact on calculations |
Verification Points
Primary_Verification: Statistics cards display accurate calculations according to business rules and show correct growth rates
Secondary_Verifications: Growth rate calculations use 30-day baseline, cards update in real-time with data changes, visual indicators (colors, icons) are correct
Negative_Verification: Cards don't show incorrect calculations, growth rates aren't based on wrong time periods
Test Results (Template)
Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]
Execution Analytics
Execution_Frequency: Daily
Maintenance_Effort: High
Automation_Candidate: Yes
Test Relationships
Blocking_Tests: ONB02US03_TC_001
Blocked_Tests: Dashboard reporting tests
Parallel_Tests: User creation/modification tests
Sequential_Tests: Historical data analysis tests
Notes: Critical for executive reporting and system health monitoring
Edge_Cases: First day with no historical data, leap year calculations, timezone considerations
Risk_Areas: Historical data accuracy, real-time calculation performance
Security_Considerations: Ensure statistics don't reveal unauthorized user information
Missing Scenarios Identified
Scenario_1: Time zone handling for growth rate calculations
Type: Business Logic
Rationale: Multi-timezone utilities need consistent calculation timing
Priority: P2-High
Scenario_2: Card drill-down functionality to see detailed breakdowns
Type: UI Enhancement
Rationale: Admins need to understand what contributes to each statistic
Priority: P3-Medium
Test Case 5: Department-Based Role Recommendations Logic
Test Case ID: ONB02US03_TC_005
Title: Verify department-based role recommendations appear when creating users with contextual guidance according to user story solution requirements
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0
Classification
Module/Feature: User Access and Management
Test Type: Functional/Business Logic
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual
Tags: Happy-Path, UserManagement-Service, UI/API, MOD-UserManagement, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-Product, Report-User-Acceptance, Report-CSM, Customer-All, Risk-Medium, Business-Should-Have, Revenue-Impact-Medium, Integration-Role-Recommendation-Engine, BR-Role-Logic, Happy-Path
Business Context
Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Should-Have
Customer_Journey: Onboarding
Compliance_Required: Yes
SLA_Related: No
Quality Metrics
Risk_Level: Medium
Complexity_Level: High
Expected_Execution_Time: 10 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Medium
Coverage Tracking
Feature_Coverage: 35% of user management feature
Integration_Points: Role Recommendation Engine, Department Service, Role Definition Service
Code_Module_Mapped: CX-Backoffice-RoleManagement
Requirement_Coverage: Complete
Cross_Platform_Support: Web
Stakeholder Reporting
Primary_Stakeholder: Product/CSM
Report_Categories: Quality-Dashboard, Module-Coverage, User-Acceptance
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium
Requirements Traceability
Related_Requirements: Solution requirement for department-based role recommendations with contextual help; Contextual content for each department and role from user story
Related_Bugs: N/A
Related_Test_Cases: ONB02US03_TC_006 (Add User functionality)
Test Environment
Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Role Recommendation Engine, Department Service, Role Definition Service
Performance_Baseline: < 1 second recommendation loading
Data_Requirements: Complete department-role mapping from user story contextual content
Prerequisites
Setup_Requirements: All departments and roles configured with contextual descriptions
User_Roles_Permissions: Utility Administrator access
Test_Data: 6 departments with associated roles: Administration (Utility Administrator), Customer Service (CSO Manager, Customer Executive, Call Center Representative, Recovery Executive), Metering (Meter Manager, Meter Supervisor, Meter Reading Supervisor, Meter Reader, Validator), Billing (Billing Manager, Billing Specialist, Printing Vendor), Operations & Maintenance (O&M Manager, Field Force Technician, Dispatcher), Asset Management (Asset Manager, Plant Supervisor, Assets Technician)
Prior_Test_Cases: ONB02US03_TC_001 must pass
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
1 | Navigate to User Management page and click "Add User" button | Add New User form opens with fields: Full Name, Email Address, Department, Role | Button: "Add User" in top right | Form accessibility |
2 | Fill in Full Name and Email Address fields | Fields accept input and show as filled | Name: "Test Administrator", Email: "test.admin@utility.com" | Basic field validation |
3 | Click on Department dropdown without selecting | Dropdown displays all 6 departments: Administration, Customer Service, Metering, Billing, Operations & Maintenance, Asset Management | All 6 departments visible | Department options verification |
4 | Select "Administration" department | Department is selected and Role dropdown becomes active/enabled | Department: "Administration" | Department selection impact |
5 | Click on Role dropdown after selecting Administration | Role dropdown shows recommended role: "Utility Administrator" with description tooltip | Recommended role: "Utility Administrator" with description: "Configures system settings, manages master data, sets up workflows, maintains user roles, and develops reports for leadership." | Administration department role recommendation |
6 | Verify contextual guidance for Administration role | Hover over "Utility Administrator" shows detailed description from user story | Tooltip content: Complete description from contextual content section | Contextual help verification |
7 | Change department to "Customer Service" | Role dropdown refreshes and shows 4 recommended roles | Department: "Customer Service" | Department change impact |
8 | Verify Customer Service role recommendations | Role dropdown displays: CSO Manager, Customer Executive, Call Center Representative, Recovery Executive | 4 roles specific to Customer Service department | Customer Service role options |
9 | Select "CSO Manager" role and verify description | Role selection shows description: "Oversees all customer touchpoints, implements service strategies, analyzes customer data, and manages service metrics." | Role: CSO Manager with contextual description | Role-specific guidance |
10 | Change department to "Metering" | Role dropdown updates with 5 metering-specific roles | Department: "Metering" | Metering department selection |
11 | Verify Metering department role options | Roles shown: Meter Manager, Meter Supervisor, Meter Reading Supervisor, Meter Reader, Validator | 5 metering roles with descriptions | Metering role verification |
12 | Select "Meter Reader" and verify contextual help | Description appears: "Collects consumption data, identifies access issues, reports meter problems, and performs basic maintenance." | Role: Meter Reader with description | Contextual guidance accuracy |
13 | Test Billing department role recommendations | Select "Billing" department and verify roles: Billing Manager, Billing Specialist, Printing Vendor | Department: "Billing" with 3 associated roles | Billing department testing |
14 | Test Operations & Maintenance department | Select "Operations & Maintenance" and verify roles: O&M Manager, Field Force Technician, Dispatcher | Department: "Operations & Maintenance" with 3 roles | O&M department testing |
15 | Test Asset Management department | Select "Asset Management" and verify roles: Asset Manager, Plant Supervisor, Assets Technician | Department: "Asset Management" with 3 roles | Asset Management testing |
16 | Verify role recommendations persist across department changes | Switch between departments and confirm role lists update appropriately | Test: Administration → Customer Service → Metering | Dynamic recommendation behavior |
Verification Points
Primary_Verification: Department-based role recommendations appear correctly with contextual guidance as specified in user story solution
Secondary_Verifications: Role descriptions match contextual content from user story, role options update dynamically with department changes, all 17 roles are properly categorized
Negative_Verification: Invalid department-role combinations are prevented, role dropdown doesn't show inappropriate roles for selected department
Test Results (Template)
Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]
Execution Analytics
Execution_Frequency: Weekly
Maintenance_Effort: Medium
Automation_Candidate: Planned
Test Relationships
Blocking_Tests: ONB02US03_TC_001
Blocked_Tests: Role permission validation tests
Parallel_Tests: Add user functionality tests
Sequential_Tests: Permission assignment tests
Notes: This test validates the guided workflow mentioned in the user story solution to reduce setup errors by 60%
Edge_Cases: Multiple departments with same role names, departments with no assigned roles
Risk_Areas: Role recommendation accuracy, performance with large role sets
Security_Considerations: Ensure role recommendations respect organizational hierarchy
Missing Scenarios Identified
Scenario_1: Custom role creation outside of recommendations
Type: Edge Case
Rationale: Organizations may need roles not in standard recommendations
Priority: P3-Medium
Scenario_2: Role recommendation learning based on organizational patterns
Type: AI Enhancement
Rationale: Could improve recommendation accuracy over time
Priority: P4-Low
Test Case 6: Add New User Interface with Built-in Guidance and Email Integration
Test Case ID: ONB02US03_TC_006
Title: Verify adding new users through Add user interface with built-in guidance and Postmark email integration according to AC-4
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0
Classification
Module/Feature: User Access and Management
Test Type: Functional/Integration
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Manual
Tags: Happy-Path, UserManagement-Service, UI/API/Email, MOD-UserManagement, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-Engineering, Report-Integration-Testing, Report-Customer-Segment-Analysis, Customer-Enterprise, Risk-High, Business-Must-Have, Revenue-Impact-High, Integration-Postmark-Email-Service, AC-4-Coverage, Happy-Path
Business Context
Customer_Segment: Enterprise/All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Onboarding
Compliance_Required: Yes
SLA_Related: Yes
Quality Metrics
Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 12 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical
Coverage Tracking
Feature_Coverage: 40% of user management feature
Integration_Points: Postmark Email Service, User Directory API, Authentication Service
Code_Module_Mapped: CX-Backoffice-UserCreation
Requirement_Coverage: Complete
Cross_Platform_Support: Web
Stakeholder Reporting
Primary_Stakeholder: Engineering/Product
Report_Categories: Quality-Dashboard, Module-Coverage, Integration-Testing
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High
Requirements Traceability
Related_Requirements: AC-4: Add users through Add user interface with built-in guidance; BR-3: Users receive password setup email notification; BR-4: Password links expire after 3 days; BR-5: Use Postmark template ID 32926120
Related_Bugs: N/A
Related_Test_Cases: ONB02US03_TC_005 (Department-role recommendations)
Test Environment
Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Postmark Email Service, User Directory API, Authentication Service, Email Template Service
Performance_Baseline: < 3 seconds user creation, < 30 seconds email delivery
Data_Requirements: Valid email addresses for testing email delivery
Prerequisites
Setup_Requirements: Postmark email service configured with template ID 32926120, SMTP settings verified
User_Roles_Permissions: Utility Administrator access
Test_Data: Test user data: Name "New Test User", Email "newtest@utility.com", Department "Customer Service", Role "Call Center Representative"
Prior_Test_Cases: ONB02US03_TC_001, ONB02US03_TC_005 must pass
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
1 | Open web browser and navigate to platform URL | Login page loads with SMART 360 branding, username/password fields, and login button | URL: https://platform-staging.bynry.com/ | Verify platform accessibility and page elements |
2 | Enter valid Utility Administrator credentials in login fields | Credentials are accepted and fields show filled state | Username: utility.admin@roshan.com, Password: ValidPass123 | Ensure utility admin credentials are correct |
3 | Click "Login" button to authenticate | Dashboard loads successfully showing main interface with side navigation menu | Login button click | Successful authentication verification |
4 | Verify dashboard main page elements | Dashboard displays with SMART 360 header, side navigation, and main content area | Dashboard elements: Header, sidebar, content area | Complete dashboard loading |
5 | Locate "Utility Setup" in left side navigation menu | "Utility Setup" menu item is visible and clickable in sidebar | Menu item: "Utility Setup" | Navigation menu verification |
6 | Click on "Utility Setup" menu item | Utility Setup page loads showing list of configured utilities | Click: "Utility Setup" | Page transition to utility list |
7 | Identify "Roshan Energies new" utility in the list | "Roshan Energies new" utility card is visible with "Continue Setup" button | Utility: "Roshan Energies new" | Target utility identification |
8 | Click "Continue Setup" button for Roshan Energies utility | Configuration steps page loads showing 6 configuration sections | Button: "Continue Setup" | Configuration workflow access |
9 | Verify 6 configuration steps are displayed | Page shows: 1) Basic Info, 2) Service Areas, 3) Rate Plans, 4) Staff & Access Control, 5) Billing, 6) Go Live | 6 configuration steps visible | Configuration workflow verification |
10 | Locate "Staff & Access Control" section (step 4) | "Staff & Access Control" section is visible with description and "Configure" button | Section: "Staff & Access Control" | Target configuration section |
11 | Click "Configure" button within Staff & Access Control section | User Management page loads with title "User Management" and subtitle "Manage user accounts and permissions across your organization" | Button: "Configure" in Staff & Access Control | Entry to User Management feature |
12 | Verify User Management page displays completely with "Add User" button visible in top right corner | User Management page shows statistics cards, user table, and prominently displayed "Add User" button | Button: "Add User" in top right | Add user functionality access |
13 | Click "Add User" button in top right corner | Add New User modal/form opens with required fields visible | Button: "Add User" | Modal opening verification |
14 | Verify form structure and required fields display | Form displays: Full Name (required), Email Address (required), Department (required), Role (required) fields with appropriate labels | Required fields marked with asterisk (*) | Form validation setup |
15 | Hover over "Full Name" field label | Tooltip appears explaining: "Enter the user's complete first and last name" | Field: Full Name | Built-in guidance verification |
16 | Hover over "Email Address" field label | Tooltip appears: "Enter a valid email address for sending invitation and system notifications" | Field: Email Address | Email field guidance |
17 | Hover over "Department" field label | Tooltip explains: "Select the department this user belongs to for role recommendations" | Field: Department | Department field guidance |
18 | Hover over "Role" field label | Tooltip explains: "Choose the role that defines this user's system permissions and responsibilities" | Field: Role | Role field guidance |
19 | Enter user's full name in the name field | Field accepts input and validates for minimum length | Test Data: "New Test User" | Name field validation |
20 | Enter valid email address in email field | Email field validates format and shows green checkmark for valid format | Test Data: "newtest@utility.com" | Email format validation |
21 | Click on Department dropdown to view options | Department dropdown opens showing all 6 departments: Administration, Customer Service, Metering, Billing, Operations & Maintenance, Asset Management | All 6 departments from user story | Department options verification |
22 | Select "Customer Service" department from dropdown | Department selection is made and enables role dropdown with recommendations | Test Data: "Customer Service" | Department selection workflow |
23 | Verify role recommendations appear based on department selection | Role dropdown shows Customer Service roles: CSO Manager, Customer Executive, Call Center Representative, Recovery Executive | Recommended roles based on department | Role recommendation integration |
24 | Select "Call Center Representative" role from recommendations | Role selection complete with description visible | Test Data: "Call Center Representative" | Role selection completion |
25 | Verify permission preview display for selected role | Form shows summary of permissions this role will have: "Manages customer calls, creates service orders, answers billing questions, and schedules field service appointments" | Permission preview from contextual content | Permission transparency |
26 | Click "Send Invite" button to create user | User creation initiates with loading indicator and success message | Button: "Send Invite" | User creation process |
27 | Verify user creation success notification | Success message appears: "User invitation sent successfully" and form closes | Success notification | Creation confirmation |
28 | Verify new user appears in user table | User table updates to show "New Test User" with "Invited" status | Expected: New Test User, Customer Service, Call Center Representative, Invited status | Table update verification |
29 | Verify email invitation sent through Postmark service | Check email service logs or test email inbox for invitation using template ID 32926120 | Postmark template ID 32926120 used | Email integration verification |
30 | Verify invitation email content and 3-day expiration | Email contains: invitation link, 3-day expiration notice, role information, utility branding | Email template: Password setup invitation | Email content validation |
31 | Test duplicate email prevention by attempting to create user with same email | Attempt to create another user with same email address | Test: Try creating user with "newtest@utility.com" again | Duplicate prevention |
32 | Verify duplicate email error handling | Error message appears: "A user with this email address already exists" | Clear error messaging | Business rule enforcement |
Verification Points
Primary_Verification: Add user interface provides built-in guidance and successfully creates users with email integration as specified in AC-4
Secondary_Verifications: Tooltips provide helpful guidance, role recommendations work, email invitation sent with correct template, duplicate email prevention works
Negative_Verification: Cannot submit form without required fields, invalid email formats rejected, email service failures handled gracefully
Test Results (Template)
Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]
Execution Analytics
Execution_Frequency: Daily
Maintenance_Effort: High
Automation_Candidate: Planned
Test Relationships
Blocking_Tests: ONB02US03_TC_001, ONB02US03_TC_005
Blocked_Tests: Email link expiration tests, user activation tests
Parallel_Tests: Permission validation tests
Sequential_Tests: User login through email link tests
Notes: This test validates the guided workflow to reduce setup errors by 60% and ensures proper email integration
Edge_Cases: Email service downtime, invalid email domains, network timeout during creation
Risk_Areas: Email delivery reliability, user creation transaction integrity
Security_Considerations: Email invitation security, temporary link generation, role assignment validation
Missing Scenarios Identified
Scenario_1: Bulk user import functionality for large organizations
Type: Scalability Enhancement
Rationale: Large utilities need to onboard many users efficiently
Priority: P2-High
Scenario_2: Email invitation resending mechanism
Type: User Experience
Rationale: Users may need invitation resent due to email issues
Priority: P2-High
Test Case 7: User Status Visual Indicators and Tooltips with Email Integration
Test Case ID: ONB02US03_TC_007
Title: Verify user status displays with clear visual indicators, explanatory tooltips, and resend invitation functionality according to AC-5
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0
Classification
Module/Feature: User Access and Management
Test Type: Functional/UI
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual
Tags: Happy-Path, UserManagement-Service, UI/Email, MOD-UserManagement, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-QA, Report-User-Acceptance, Report-Customer-Segment-Analysis, Customer-All, Risk-Medium, Business-Must-Have, Revenue-Impact-Medium, Integration-Email-Status-Management, AC-5-Coverage, Happy-Path
Business Context
Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: Yes
Quality Metrics
Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 8 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Medium
Coverage Tracking
Feature_Coverage: 25% of user management feature
Integration_Points: Email Service, Status Management Service, UI Components
Code_Module_Mapped: CX-Backoffice-StatusManagement
Requirement_Coverage: Complete
Cross_Platform_Support: Web
Stakeholder Reporting
Primary_Stakeholder: QA/User-Acceptance
Report_Categories: Quality-Dashboard, Module-Coverage, User-Acceptance
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium
Requirements Traceability
Related_Requirements: AC-5: User status with visual indicators and tooltips; BR-1: Status definitions (Active, Invited, Expired, Deactive); BR-2: Status changes affect system access
Related_Bugs: N/A
Related_Test_Cases: ONB02US03_TC_001, ONB02US03_TC_006
Test Environment
Environment: Staging
Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
Device/OS: Windows 10/11, macOS 12+
Screen_Resolution: Desktop-1920x1080
Dependencies: Status Management Service, Email Service, UI Component Library
Performance_Baseline: < 1 second status display
Data_Requirements: Users with all 4 status types: Active, Invited, Expired, Deactive
Prerequisites
Setup_Requirements: Users exist with different statuses from sample data
User_Roles_Permissions: System Admin or Utility Administrator access
Test_Data: Sample users with statuses - John Doe (Active), Bob Johnson (Invited), Daniel Radcliffe (Expired), Sarah Parker (Deactive)
Prior_Test_Cases: ONB02US03_TC_001 must pass
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
1 | Navigate to User Management page and locate user table | User Management page displays with user table showing Status column | Navigation: Complete path to User Management | Status column verification |
2 | Locate user with "Active" status in table | Active status displays with green circular indicator or badge | User: John Doe with Active status | Green color verification |
3 | Hover over "Active" status indicator | Tooltip appears with text: "User has system access and can log in" | Status: Active | Active status tooltip |
4 | Verify active status visual consistency | All active users show same green indicator format | Multiple active users in table | Visual consistency check |
5 | Locate user with "Invited" status in table | Invited status displays with orange/yellow circular indicator | User: Bob Johnson with Invited status | Orange/yellow color verification |
6 | Hover over "Invited" status indicator | Tooltip explains: "User invitation sent, pending account setup. Link expires in 3 days." | Status: Invited | Invited status explanation |
7 | Verify "Resend Invite" action for invited users | Invited users show additional "Resend Invite" icon in Actions column | User: Bob Johnson Actions column | Resend functionality availability |
8 | Locate user with "Expired" status in table | Expired status displays with red circular indicator | User: Daniel Radcliffe with Expired status | Red color verification |
9 | Hover over "Expired" status indicator | Tooltip explains: "User invitation expired after 3 days, needs new invitation" | Status: Expired | Expired status explanation |
10 | Verify "Resend Invite" action for expired users | Expired users show "Resend Invite" icon in Actions column | User: Daniel Radcliffe Actions column | Resend for expired users |
11 | Locate user with "Deactive" status in table | Deactive status displays with gray circular indicator | User: Sarah Parker with Deactive status | Gray color verification |
12 | Hover over "Deactive" status indicator | Tooltip explains: "User account disabled, no system access" | Status: Deactive | Deactive status explanation |
13 | Verify no resend option for deactive users | Deactive users do not show "Resend Invite" action | User: Sarah Parker Actions column | Logical action restrictions |
14 | Test "Resend Invite" functionality | Click "Resend Invite" icon for expired user | User: Daniel Radcliffe | Resend invite action |
15 | Verify resend invite confirmation | Success message appears: "Invitation resent successfully" | Confirmation message | Resend confirmation |
16 | Verify status color accessibility | Status indicators have sufficient color contrast and are distinguishable | All status types | Accessibility compliance |
17 | Test status indicator responsiveness | Status indicators remain visible and properly sized across different screen widths | Resize browser window | Responsive design |
18 | Verify tooltip positioning | Tooltips appear near status indicators without overlapping other content | All status types | Tooltip positioning |
Verification Points
Primary_Verification: User status displays with clear visual indicators and explanatory tooltips as specified in AC-5
Secondary_Verifications: Color coding is intuitive and accessible, tooltips are informative and accurate, resend functionality available for appropriate statuses
Negative_Verification: No status appears without proper visual indication, inappropriate actions not available for certain statuses
Test Results (Template)
Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]
Execution Analytics
Execution_Frequency: Weekly
Maintenance_Effort: Low
Automation_Candidate: Yes
Test Relationships
Blocking_Tests: ONB02US03_TC_001
Blocked_Tests: Status change workflow tests
Parallel_Tests: Email integration tests
Sequential_Tests: User lifecycle management tests
Notes: This test ensures clear status communication to reduce administrator confusion and improve user lifecycle management
Edge_Cases: Status changes during tooltip display, multiple status changes in quick succession
Risk_Areas: Status synchronization, tooltip performance with many users
Security_Considerations: Ensure status information doesn't reveal sensitive user data
Missing Scenarios Identified
Scenario_1: Bulk status change operations for multiple users
Type: Efficiency Enhancement
Rationale: Admins may need to change status for multiple users simultaneously
Priority: P3-Medium
Scenario_2: Status change audit trail for compliance
Type: Compliance Feature
Rationale: Organizations may need to track who changed user statuses when
Priority: P2-High
Test Case 8: Edit User Functionality with Role Permission Validation
Test Case ID: ONB02US03_TC_008
Title: Verify edit functionality with appropriate fields for modifying user information and role permission validation according to AC-6
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0
Classification
Module/Feature: User Access and Management
Test Type: Functional/Business Logic
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual
Tags: Happy-Path, UserManagement-Service, UI/API/Database, MOD-UserManagement, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-Engineering, Report-Security-Validation, Report-Integration-Testing, Customer-Enterprise, Risk-High, Business-Must-Have, Revenue-Impact-High, Integration-Role-Permission-Engine, AC-6-Coverage, Happy-Path
Business Context
Customer_Segment: Enterprise/All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes
Quality Metrics
Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 15 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical
Coverage Tracking
Feature_Coverage: 45% of user management feature
Integration_Points: Role Permission Engine, User Directory API, Department Service, Audit Service
Code_Module_Mapped: CX-Backoffice-UserEditing
Requirement_Coverage: Complete
Cross_Platform_Support: Web
Stakeholder Reporting
Primary_Stakeholder: Engineering/Security
Report_Categories: Quality-Dashboard, Module-Coverage, Security-Validation
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High
Requirements Traceability
Related_Requirements: AC-6: Edit functionality with appropriate fields; BR-11: Role Permission Matrix validation; Contextual content for role permissions from user story
Related_Bugs: N/A
Related_Test_Cases: ONB02US03_TC_005 (Role recommendations), ONB02US03_TC_007 (Status management)
Test Environment
Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Role Permission Engine, User Directory API, Department Service, Audit Service
Performance_Baseline: < 2 seconds form load, < 3 seconds save operation
Data_Requirements: Editable user: Daniel Radcliffe with current data populated
Prerequisites
Setup_Requirements: Role permission matrix configured for all 17 roles
User_Roles_Permissions: System Admin or Utility Administrator access
Test_Data: User to edit: Daniel Radcliffe (iamadmin@yopmail.com), Management department, Tenant Admin role, Expired status
Prior_Test_Cases: ONB02US03_TC_001, ONB02US03_TC_005 must pass
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
1 | Navigate to User Management page and locate Daniel Radcliffe | User table displays with Daniel Radcliffe visible | User: Daniel Radcliffe, Management dept, Tenant Admin role | Target user identification |
2 | Click edit icon in Actions column for Daniel Radcliffe | Edit User form opens with pre-populated user data | User: Daniel Radcliffe | Edit form access |
3 | Verify form pre-population accuracy | Form shows: Full Name "Daniel Radcliffe", Email "iamadmin@yopmail.com", Department "Management", Role "Tenant Admin" | Current user data | Data integrity verification |
4 | Verify editable field availability | Form displays editable fields: Full Name, Email Address, Department, Role | Editable fields only | Field accessibility |
5 | Verify department description display | Below department dropdown, description shows: "Responsible for departmental tasks and objectives." | Contextual help for department | Department guidance |
6 | Modify user's full name | Name field accepts new input and validates | Change to: "Daniel R. Radcliffe" | Name modification capability |
7 | Attempt to modify email address | Email field shows current value but prevents editing (email uniqueness constraint) | Email: iamadmin@yopmail.com (read-only) | Email immutability verification |
8 | Change department from Management to Asset Management | Department dropdown allows selection and updates role recommendations | New department: "Asset Management" | Department change workflow |
9 | Verify role recommendations update | Role dropdown refreshes to show Asset Management roles: Asset Manager, Plant Supervisor, Assets Technician | Asset Management specific roles | Dynamic role updates |
10 | Select "Asset Manager" role | Role selection updates with new permissions preview | New role: "Asset Manager" | Role change selection |
11 | Verify permission preview display | Permission summary shows: "Develops asset strategies, prioritizes investments, tracks infrastructure performance, and plans renewal programs." | Asset Manager permissions from contextual content | Permission transparency |
12 | Verify role transition validation | System validates role change is appropriate for user's current access level | Role change: Tenant Admin → Asset Manager | Role security validation |
13 | Click "Update User" button | User information saves successfully with confirmation message | Save action | Update operation |
14 | Verify success notification | Success message appears: "User information updated successfully" | Confirmation message | Update confirmation |
15 | Verify changes reflected in user table | Table shows updated information: Daniel R. Radcliffe, Asset Management, Asset Manager | Updated data in table | Change persistence |
16 | Verify audit trail creation | System logs user modification with timestamp, admin who made change, and what changed | Audit entry: Name, Department, Role changes | Audit compliance |
17 | Test permission inheritance | Verify user now has Asset Manager permissions instead of Tenant Admin permissions | Permission verification through role system | Permission update validation |
18 | Test edit cancellation | Open edit form for another user and click "Cancel" | User: Any other user | Cancel functionality |
19 | Verify cancel behavior | Form closes without saving changes and original data remains unchanged | No data changes | Cancel verification |
20 | Test role permission constraints | Attempt to assign role that conflicts with user's current system access | Test invalid role assignment | Security constraint testing |
Verification Points
Primary_Verification: Edit functionality allows modification of appropriate user fields with proper role permission validation as specified in AC-6
Secondary_Verifications: Pre-population works correctly, role recommendations update with department changes, permission inheritance works, audit trail created
Negative_Verification: Email cannot be changed, invalid role assignments prevented, cancel doesn't save changes, role security constraints enforced
Test Results (Template)
Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]
Execution Analytics
Execution_Frequency: Weekly
Maintenance_Effort: High
Automation_Candidate: Planned
Test Relationships
Blocking_Tests: ONB02US03_TC_001, ONB02US03_TC_005
Blocked_Tests: Advanced permission management tests
Parallel_Tests: Role validation tests
Sequential_Tests: Permission audit tests
Notes: This test ensures role permission matrix is properly enforced during user modifications to maintain system security
Edge_Cases: Concurrent edits by multiple admins, role changes affecting active user sessions
Risk_Areas: Permission inheritance, role transition security, data consistency
Security_Considerations: Role elevation prevention, permission inheritance validation, audit trail integrity
Missing Scenarios Identified
Scenario_1: Role change impact analysis before applying changes
Type: Security Enhancement
Rationale: Admins should understand impact of role changes on user access
Priority: P2-High
Scenario_2: Bulk user editing for department transfers
Type: Efficiency Enhancement
Rationale: Organizations may need to transfer multiple users between departments
Priority: P3-Medium
Test Case 9: Action Buttons with Icons, Tooltips, and Contextual Availability
Test Case ID: ONB02US03_TC_009
Title: Verify clear, distinguishable action buttons with appropriate icons, tooltips, and contextual availability according to AC-7
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0
Classification
Module/Feature: User Access and Management
Test Type: Functional/UI
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual
Tags: Happy-Path, UserManagement-Service, UI, MOD-UserManagement, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-QA, Report-User-Acceptance, Report-Cross-Browser-Results, Customer-All, Risk-Medium, Business-Should-Have, Revenue-Impact-Low, Integration-UI-Components, AC-7-Coverage, Happy-Path
Business Context
Customer_Segment: All
Revenue_Impact: Low
Business_Priority: Should-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: No
Quality Metrics
Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 10 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Low
Coverage Tracking
Feature_Coverage: 20% of user management feature
Integration_Points: UI Component Library, Icon Service, Tooltip Service
Code_Module_Mapped: CX-Backoffice-UIComponents
Requirement_Coverage: Complete
Cross_Platform_Support: Web
Stakeholder Reporting
Primary_Stakeholder: QA/User-Acceptance
Report_Categories: Quality-Dashboard, Module-Coverage, Cross-Browser-Results
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Low
Requirements Traceability
Related_Requirements: AC-7: Clear action buttons with icons and tooltips; UI consistency requirements from user story
Related_Bugs: N/A
Related_Test_Cases: ONB02US03_TC_007 (Status indicators), ONB02US03_TC_008 (Edit functionality)
Test Environment
Environment: Staging
Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
Device/OS: Windows 10/11, macOS 12+
Screen_Resolution: Desktop-1920x1080
Dependencies: UI Component Library, Icon Service, Tooltip Service
Performance_Baseline: < 500ms tooltip display
Data_Requirements: Users with different statuses to test contextual button availability
Prerequisites
Setup_Requirements: UI component library loaded, icons and tooltips configured
User_Roles_Permissions: System Admin or Utility Administrator access
Test_Data: Sample users with varied statuses: John Doe (Active), Bob Johnson (Invited), Daniel Radcliffe (Expired), Sarah Parker (Deactive)
Prior_Test_Cases: ONB02US03_TC_001 must pass
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
1 | Navigate to User Management page and examine Actions column | Actions column displays with recognizable icons for each user | All users in table | Action column verification |
2 | Identify edit icon across all users | Edit icon (pencil/pen) is consistently displayed and recognizable | Universal edit icon | Icon consistency |
3 | Hover over edit icon for any user | Tooltip displays "Edit User" with quick appearance | User: John Doe edit icon | Edit tooltip verification |
4 | Verify edit icon accessibility | Edit icon has proper alt text and is keyboard navigable | Tab navigation to edit icon | Accessibility compliance |
5 | Locate "Resend Invite" icon for invited users | Invited users show mail/send icon for resending invitations | User: Bob Johnson (Invited status) | Contextual action availability |
6 | Hover over "Resend Invite" icon | Tooltip displays "Resend Invitation" | User: Bob Johnson resend icon | Resend tooltip |
7 | Verify "Resend Invite" for expired users | Expired users also show "Resend Invite" icon | User: Daniel Radcliffe (Expired status) | Expired user resend option |
8 | Verify no resend icon for active users | Active users do not show "Resend Invite" icon | User: John Doe (Active status) | Logical action restrictions |
9 | Verify no resend icon for deactive users | Deactive users do not show "Resend Invite" icon | User: Sarah Parker (Deactive status) | Contextual logic |
10 | Examine user detail/info icon | Users show information icon for viewing detailed profile | User detail icon (i or info symbol) | Detail view access |
11 | Hover over user detail icon | Tooltip displays "View User Details" | User detail tooltip | Info tooltip verification |
12 | Test button visual states on hover | Buttons show hover state with color/opacity change | Hover over various action buttons | Interactive state feedback |
13 | Test button active/pressed state | Buttons show active state when clicked | Click and hold action buttons | Active state verification |
14 | Verify button spacing and alignment | Action buttons are properly spaced and aligned in column | Actions column layout | Layout consistency |
15 | Test keyboard navigation | Action buttons are accessible via keyboard (Tab key) | Use Tab to navigate action buttons | Keyboard accessibility |
16 | Verify icon clarity and size | All icons are clear and appropriately sized for readability | Visual inspection of all icons | Icon usability |
17 | Test tooltip positioning | Tooltips appear near buttons without overlapping content | Hover over buttons near screen edges | Tooltip positioning |
18 | Verify consistent design pattern | All action buttons follow same design language (color, size, spacing) | Compare all action buttons | Design consistency |
19 | Test button functionality | Each action button performs its intended function when clicked | Click edit, resend, detail buttons | Functional verification |
20 | Verify disabled state appearance | Unavailable actions are either hidden or shown as disabled with appropriate visual treatment | Look for disabled vs hidden buttons | Disabled state handling |
Verification Points
Primary_Verification: Action buttons are clear and distinguishable with appropriate icons and tooltips as specified in AC-7
Secondary_Verifications: Contextual availability works correctly, visual states provide feedback, accessibility standards met
Negative_Verification: Inappropriate actions are not available, disabled buttons cannot be activated
Test Results (Template)
Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]
Execution Analytics
Execution_Frequency: Weekly
Maintenance_Effort: Low
Automation_Candidate: Yes
Test Relationships
Blocking_Tests: ONB02US03_TC_001
Blocked_Tests: Advanced UI interaction tests
Parallel_Tests: Visual design consistency tests
Sequential_Tests: User experience flow tests
Notes: This test ensures intuitive user interface reducing learning curve for new administrators
Edge_Cases: Very long user names affecting button alignment, browser zoom levels affecting icon clarity
Risk_Areas: Cross-browser icon rendering, tooltip positioning edge cases
Security_Considerations: Ensure action buttons respect user role permissions
Missing Scenarios Identified
Scenario_1: Action button customization based on admin role
Type: Role-based UI
Rationale: Different admin types may need different action priorities
Priority: P4-Low
Scenario_2: Action confirmation dialogs for destructive operations
Type: Safety Enhancement
Rationale: Prevent accidental user modifications or deletions
Priority: P3-Medium
Test Case 10: Data Validation with Clear Error Messages and Business Rule Enforcement
Test Case ID: ONB02US03_TC_010
Title: Verify comprehensive data validation on all input fields with clear error messages and business rule enforcement according to AC-8
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0
Classification
Module/Feature: User Access and Management
Test Type: Functional/Validation
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Manual
Tags: Negative-Path, UserManagement-Service, UI/API/Database, MOD-UserManagement, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-Engineering, Report-Security-Validation, Report-QA, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Validation-Engine, AC-8-Coverage, Negative-Path
Business Context
Customer_Segment: Enterprise/All
Revenue_Impact: High
Business_Priority: Critical
Customer_Journey: Onboarding/Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes
Quality Metrics
Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 20 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical
Coverage Tracking
Feature_Coverage: 50% of user management feature
Integration_Points: Validation Engine, Database Integrity Service, Business Rule Engine
Code_Module_Mapped: CX-Backoffice-Validation
Requirement_Coverage: Complete
Cross_Platform_Support: Web
Stakeholder Reporting
Primary_Stakeholder: Engineering/QA
Report_Categories: Quality-Dashboard, Module-Coverage, Security-Validation
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High
Requirements Traceability
Related_Requirements: AC-8: Data validation with clear error messages; BR-1: User email uniqueness; BR-3: Mandatory fields validation; BR-4: Display error messages and placeholders
Related_Bugs: N/A
Related_Test_Cases: ONB02US03_TC_006 (Add User), ONB02US03_TC_008 (Edit User)
Test Environment
Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Validation Engine, Database Integrity Service, Business Rule Engine
Performance_Baseline: < 300ms validation response
Data_Requirements: Existing user data for uniqueness validation
Prerequisites
Setup_Requirements: Validation rules configured for all business requirements
User_Roles_Permissions: Utility Administrator access
Test_Data: Existing emails for uniqueness testing: john.doe@example.com, jane.smith@example.com; Invalid data sets for validation testing
Prior_Test_Cases: ONB02US03_TC_001 must pass
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
1 | Open web browser and navigate to platform URL | Login page loads with SMART 360 branding, username/password fields, and login button | URL: https://platform-staging.bynry.com/ | Verify platform accessibility and page elements |
2 | Enter valid Utility Administrator credentials in login fields | Credentials are accepted and fields show filled state | Username: utility.admin@roshan.com, Password: ValidPass123 | Ensure utility admin credentials are correct |
3 | Click "Login" button to authenticate | Dashboard loads successfully showing main interface with side navigation menu | Login button click | Successful authentication verification |
4 | Verify dashboard main page elements | Dashboard displays with SMART 360 header, side navigation, and main content area | Dashboard elements: Header, sidebar, content area | Complete dashboard loading |
5 | Locate "Utility Setup" in left side navigation menu | "Utility Setup" menu item is visible and clickable in sidebar | Menu item: "Utility Setup" | Navigation menu verification |
6 | Click on "Utility Setup" menu item | Utility Setup page loads showing list of configured utilities | Click: "Utility Setup" | Page transition to utility list |
7 | Identify "Roshan Energies new" utility in the list | "Roshan Energies new" utility card is visible with "Continue Setup" button | Utility: "Roshan Energies new" | Target utility identification |
8 | Click "Continue Setup" button for Roshan Energies utility | Configuration steps page loads showing 6 configuration sections | Button: "Continue Setup" | Configuration workflow access |
9 | Verify 6 configuration steps are displayed | Page shows: 1) Basic Info, 2) Service Areas, 3) Rate Plans, 4) Staff & Access Control, 5) Billing, 6) Go Live | 6 configuration steps visible | Configuration workflow verification |
10 | Locate "Staff & Access Control" section (step 4) | "Staff & Access Control" section is visible with description and "Configure" button | Section: "Staff & Access Control" | Target configuration section |
11 | Click "Configure" button within Staff & Access Control section | User Management page loads with title "User Management" and subtitle "Manage user accounts and permissions across your organization" | Button: "Configure" in Staff & Access Control | Entry to User Management feature |
12 | Verify User Management page displays completely and click "Add User" button | Add New User form opens with required field indicators and validation setup | Click "Add User" button | Form access for validation testing |
13 | Attempt to submit empty form without filling any fields | Validation prevents submission and shows all required field errors simultaneously | Leave all fields empty, click "Send Invite" | Required field validation |
14 | Verify Full Name required field error message | Error message appears: "Full Name is required" near the field in red text | Full Name field empty | Required field messaging |
15 | Verify Email Address required field error message | Error message appears: "Email Address is required" near the field in red text | Email field empty | Email required validation |
16 | Verify Department required field error message | Error message appears: "Please select a department" near dropdown | Department not selected | Department required validation |
17 | Verify Role required field error message | Error message appears: "Please select a role" near role dropdown | Role not selected | Role required validation |
18 | Enter invalid email format and observe real-time validation | Real-time validation shows: "Please enter a valid email address" | Invalid email: "invalid-email-format" | Email format validation |
19 | Test multiple invalid email formats to ensure comprehensive validation | Email validation catches all invalid formats with appropriate messages | Test data: "user@", "@domain.com", "user..email@domain.com", "user email@domain.com" | Comprehensive email validation |
20 | Enter existing email address to test uniqueness validation | Error message: "A user with this email address already exists" | Existing email: "john.doe@example.com" | Email uniqueness validation |
21 | Test name field with numbers only | Validation error: "Name must contain letters" | Invalid name: "12345" | Name format validation |
22 | Test name field with special characters | Appropriate handling or validation message for special characters | Invalid name: "User@#$%" | Special character handling |
23 | Test name field length limits (minimum and maximum) | Validation for minimum and maximum length requirements | Test data: Single character "A", 256+ character string | Length validation |
24 | Test email field maximum length validation | Email validation respects length limits and shows appropriate error | Very long email address (300+ characters) | Email length validation |
25 | Attempt SQL injection in name field | System prevents SQL injection and shows appropriate security error | Malicious input: "'; DROP TABLE users; --" | Security validation |
26 | Test XSS attempt in input fields | System prevents script injection and sanitizes input | XSS attempt: "<script>alert('xss')</script>" | XSS prevention |
27 | Verify error message positioning and styling | Error messages appear near relevant fields in red text with proper styling | Various invalid inputs | Error message placement |
28 | Test error message clearance when fields are corrected | Error messages disappear when field is corrected with valid input | Fix invalid inputs one by one | Error state management |
29 | Verify placeholder text display provides helpful guidance | Fields show helpful placeholder text when empty | Placeholders: "Enter full name", "Enter email address" | Placeholder guidance |
30 | Test real-time validation during typing | Validation occurs as user types, not just on submit | Type in fields and observe real-time feedback | Real-time validation |
31 | Fill all fields correctly and submit to verify successful validation | Form submits successfully when all validation passes | Valid data: Name "Valid User", Email "valid@utility.com", Department "Customer Service", Role "Call Center Representative" | Successful validation |
32 | Open edit form and test same validation rules for consistency | Edit existing user with invalid changes and verify same validation rules apply | Edit existing user with invalid changes | Edit form validation consistency |
33 | Verify validation consistency between Add and Edit forms | Same validation rules apply to both Add and Edit forms with identical error messages | Compare validation behavior | Validation consistency verification |
Verification Points
Primary_Verification: Data validation works on all input fields with clear error messages as specified in AC-8
Secondary_Verifications: Real-time validation works, error messages are specific and helpful, security validations prevent malicious input
Negative_Verification: Invalid data cannot be submitted, malicious input is blocked, business rules are enforced
Test Results (Template)
Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]
Execution Analytics
Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes
Test Relationships
Blocking_Tests: ONB02US03_TC_001
Blocked_Tests: Security penetration tests
Parallel_Tests: Business rule enforcement tests
Sequential_Tests: Data integrity verification tests
Notes: This test is critical for data integrity and security, preventing invalid data entry that could compromise system stability
Edge_Cases: Unicode characters, very long inputs, concurrent validation attempts
Risk_Areas: Validation bypass attempts, performance with complex validation rules
Security_Considerations: Input sanitization, SQL injection prevention, XSS protection, business logic tampering prevention
Missing Scenarios Identified
Scenario_1: File upload validation for bulk user import
Type: Security Enhancement
Rationale: Bulk import features need robust file validation
Priority: P2-High
Scenario_2: Advanced password policy validation for user creation
Type: Security Enhancement
Rationale: Strong password policies are essential for utility security
Priority: P1-Critical
Additional Test Cases for Missing Coverage
Test Case 11: Role Permission Matrix Validation
Test Case ID: ONB02US03_TC_011
Title: Verify role permission matrix validation and inheritance across all 17 roles and departments according to contextual content specifications
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0
Classification
Module/Feature: User Access and Management
Test Type: Functional/Security
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Planned-for-Automation
Tags: Happy-Path, UserManagement-Service, API/Database/Security, MOD-UserManagement, P1-Critical, Phase-Regression, Type-Security, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-Security-Validation, Report-Engineering, Report-Customer-Segment-Analysis, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Role-Permission-Matrix, Role-Validation, Happy-Path
Business Context
Customer_Segment: Enterprise/All
Revenue_Impact: High
Business_Priority: Critical
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes
Quality Metrics
Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 25 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical
Coverage Tracking
Feature_Coverage: 60% of user management feature
Integration_Points: Role Permission Matrix Engine, Security Service, Access Control Service
Code_Module_Mapped: CX-Security-RoleManagement
Requirement_Coverage: Complete
Cross_Platform_Support: Web
Stakeholder Reporting
Primary_Stakeholder: Engineering/Security
Report_Categories: Quality-Dashboard, Security-Validation, Module-Coverage
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High
Requirements Traceability
Related_Requirements: Contextual content for all 17 roles and 6 departments; BR-11: Role permission matrix validation
Related_Bugs: N/A
Related_Test_Cases: ONB02US03_TC_005 (Role recommendations), ONB02US03_TC_008 (Edit user)
Test Environment
Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Role Permission Matrix Engine, Security Service, Access Control Service
Performance_Baseline: < 1 second permission validation
Data_Requirements: Complete role-permission mapping for all 17 roles across 6 departments
Prerequisites
Setup_Requirements: All 17 roles configured with proper permissions, 6 departments with role associations
User_Roles_Permissions: System Admin access
Test_Data: All roles from contextual content: Utility Administrator, CSO Manager, Customer Executive, Call Center Representative, Recovery Executive, Meter Manager, Meter Supervisor, Meter Reading Supervisor, Meter Reader, Validator, Billing Manager, Billing Specialist, Printing Vendor, O&M Manager, Field Force Technician, Dispatcher, Asset Manager, Plant Supervisor, Assets Technician
Prior_Test_Cases: ONB02US03_TC_001, ONB02US03_TC_005 must pass
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
1 | Navigate to User Management and access role management section | Role management interface displays showing all 17 roles | Access: User Management → Roles & Permissions | Role matrix access |
2 | Verify Administration department roles | Administration shows only "Utility Administrator" role | Department: Administration, Role: Utility Administrator | Single role per administration |
3 | Validate Utility Administrator permissions | Role shows permissions: "Configures system settings, manages master data, sets up workflows, maintains user roles, and develops reports for leadership" | Role: Utility Administrator | Admin role validation |
4 | Verify Customer Service department roles | Customer Service shows 4 roles: CSO Manager, Customer Executive, Call Center Representative, Recovery Executive | Department: Customer Service | Multiple roles validation |
5 | Validate CSO Manager permissions | CSO Manager permissions: "Oversees all customer touchpoints, implements service strategies, analyzes customer data, and manages service metrics" | Role: CSO Manager | Manager level permissions |
6 | Validate Customer Executive permissions | Customer Executive: "Handles walk-in customers, processes account changes, resolves billing disputes, and manages complex in-person transactions" | Role: Customer Executive | Executive permissions |
7 | Validate Call Center Representative permissions | Call Center Rep: "Manages customer calls, creates service orders, answers billing questions, and schedules field service appointments" | Role: Call Center Representative | Representative permissions |
8 | Validate Recovery Executive permissions | Recovery Executive: "Manages delinquent accounts, negotiates payment arrangements, processes disconnections, and tracks payment compliance" | Role: Recovery Executive | Recovery permissions |
9 | Verify Metering department roles | Metering shows 5 roles: Meter Manager, Meter Supervisor, Meter Reading Supervisor, Meter Reader, Validator | Department: Metering | Metering roles validation |
10 | Validate Meter Manager permissions | Meter Manager: "Oversees metering operations, manages reading schedules, ensures data quality, and implements metering technologies" | Role: Meter Manager | Manager permissions |
11 | Validate Meter Reader permissions | Meter Reader: "Collects consumption data, identifies access issues, reports meter problems, and performs basic maintenance" | Role: Meter Reader | Field worker permissions |
12 | Validate Validator permissions | Validator: "Reviews reading exceptions, analyzes consumption patterns, makes estimation decisions, and approves readings for billing" | Role: Validator | Validation permissions |
13 | Verify Billing department roles | Billing shows 3 roles: Billing Manager, Billing Specialist, Printing Vendor | Department: Billing | Billing roles validation |
14 | Validate Billing Manager permissions | Billing Manager: "Oversees billing cycles, ensures accurate rate implementation, manages exceptions, and coordinates bill delivery" | Role: Billing Manager | Billing management |
15 | Validate Printing Vendor permissions | Printing Vendor: "Processes billing files, produces physical bills, ensures timely delivery, and reports on production metrics" | Role: Printing Vendor | Vendor permissions |
16 | Verify Operations & Maintenance roles | O&M shows 3 roles: O&M Manager, Field Force Technician, Dispatcher | Department: Operations & Maintenance | O&M roles validation |
17 | Validate Field Force Technician permissions | Field Force Technician: "Performs maintenance and repairs, responds to service requests, and documents field activities" | Role: Field Force Technician | Field technician permissions |
18 | Verify Asset Management roles | Asset Management shows 3 roles: Asset Manager, Plant Supervisor, Assets Technician | Department: Asset Management | Asset roles validation |
19 | Test role inheritance hierarchy | Verify manager roles have broader permissions than subordinate roles | Compare: Meter Manager vs Meter Reader permissions | Hierarchical validation |
20 | Test cross-department role restrictions | Verify roles cannot access inappropriate department functions | Test: Billing role accessing metering functions | Access control validation |
21 | Validate permission inheritance on user assignment | Assign user to role and verify they inherit exact permissions | Test user with Asset Manager role | Permission inheritance |
22 | Test role modification impact | Modify role permissions and verify all users with that role are affected | Modify test role permissions | Role modification propagation |
Verification Points
Primary_Verification: Role permission matrix validation works correctly for all 17 roles across 6 departments as specified in contextual content
Secondary_Verifications: Permission inheritance functions properly, role hierarchy enforced, cross-department restrictions work
Negative_Verification: Inappropriate role assignments prevented, permission escalation blocked, unauthorized access denied
Test Results (Template)
Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]
Execution Analytics
Execution_Frequency: Weekly
Maintenance_Effort: High
Automation_Candidate: Yes
Test Relationships
Blocking_Tests: ONB02US03_TC_001, ONB02US03_TC_005
Blocked_Tests: Advanced security testing
Parallel_Tests: User assignment tests
Sequential_Tests: Permission audit tests
Notes: Critical for maintaining system security and ensuring proper role-based access control
Edge_Cases: Custom roles, role conflicts, permission inheritance edge cases
Risk_Areas: Permission escalation, role modification impacts, inheritance failures
Security_Considerations: Role-based access control integrity, permission matrix accuracy, audit trail completeness
Missing Scenarios Identified
Scenario_1: Dynamic role assignment based on organizational changes
Type: Business Logic Enhancement
Rationale: Organizations may need flexible role assignments during restructuring
Priority: P3-Medium
Scenario_2: Role permission audit and compliance reporting
Type: Compliance Feature
Rationale: Regulatory requirements may need detailed role permission documentation
Priority: P2-High
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