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Organization Setup - (ONB01US01)

Test Cases: Mandatory Setup Completion & System Admin Management (ONB01US01)

Test Case 1: Verify Mandatory Fields Enforcement in Organization Setup

Test Case Metadata

Test Case ID: ORGSETUP_TC_001 Title: Verify mandatory fields enforcement in Organization Setup Created By: QA Team Created Date: May 23, 2025 Version: 1.0

Classification

Module/Feature: Organization Setup Test Type: Functional/UI Test Level: System Priority: P1-Critical Execution Phase: Smoke Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: MOD-OrgSetup, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Product, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-End-to-End, Onboarding-Critical

Business Context

Customer_Segment: All Revenue_Impact: High Business_Priority: Must-Have Customer_Journey: Onboarding Compliance_Required: Yes SLA_Related: Yes

Quality Metrics

Risk_Level: High Complexity_Level: Medium Expected_Execution_Time: 3 minutes Reproducibility_Score: High Data_Sensitivity: Medium Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100% of mandatory setup enforcement Integration_Points: Email notification system Code_Module_Mapped: OrganizationSetup Requirement_Coverage: Complete Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product Report_Categories: Quality-Dashboard, Onboarding-Coverage Trend_Tracking: Yes Executive_Visibility: Yes Customer_Impact_Level: High

Requirements Traceability

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: Email notification service Performance_Baseline: < 2 seconds for page load Data_Requirements: New organization account

Prerequisites

Setup_Requirements: Fresh organization account User_Roles_Permissions: System Admin access Test_Data: Organization name: "Test Corp", Admin email: "testadmin@testcorp.com" Prior_Test_Cases: N/A

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Login to the application as System Admin

User successfully logs in and is redirected to dashboard

testadmin@testcorp.com, Password123!

Verify session is established

2

Navigate to Organization Setup page

Organization Setup page loads with organization details and setup checklist

N/A

Check all UI elements are displayed correctly

3

Observe the initial state of required fields (Currency, Date Format, Time Zone)

Fields display "Not Set" status for any unconfigured fields

N/A

Verify visual indicators for incomplete settings

4

Click on "Edit" button

Organization Details edit modal opens

N/A

Verify modal appearance and content

5

Leave Currency field unselected

N/A

N/A

Preparation for validation test

6

Select Date Format as "MM/DD/YYYY"

Date Format is selected

MM/DD/YYYY

Verify dropdown works correctly

7

Select Time Zone as "Eastern Time (UTC-5)"

Time Zone is selected

Eastern Time (UTC-5)

Verify dropdown works correctly

8

Click "Save Settings"

System displays validation error for missing Currency selection

N/A

Verify error message is clear and visible

9

Select Currency as "USD - US Dollar"

Currency is selected

USD - US Dollar

Verify dropdown works correctly

10

Click "Save Settings"

Settings are saved successfully, modal closes, and Organization Setup page reflects updated settings

N/A

Verify Currency, Date Format, and Time Zone are displayed with their selected values

11

Check the setup progress indicator

Progress indicator shows increased completion percentage

N/A

Verify progress tracking is accurate

Verification Points

Primary_Verification: System prevents saving without all mandatory fields Secondary_Verifications: Error messages are displayed for missing fields, Progress indicator updates correctly 

Negative_Verification: User should NOT be able to complete setup with missing required fields

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: Per-Release Maintenance_Effort: Low Automation_Candidate: Yes

Test Relationships

Blocking_Tests: None Blocked_Tests: ORGSETUP_TC_004, ADMIN_TC_001 Parallel_Tests: ORGSETUP_TC_002, ORGSETUP_TC_003 Sequential_Tests: None

Additional Information

Notes: This is a critical test that validates the core functionality of preventing incomplete organization setup Edge_Cases: Consider testing with different browsers to ensure consistent validation behavior Risk_Areas: Validation bypass could lead to system errors due to missing configuration Security_Considerations: Ensure validation occurs server-side as well as client-side




Test Case 2: Verify Setup Progress Indicator Functionality

Test Case Metadata

Test Case ID: ORGSETUP_TC_002 Title: Verify setup progress indicator functionality Created By: QA Team Created Date: May 23, 2025 Version: 1.0

Classification

Module/Feature: Organization Setup Test Type: Functional/UI Test Level: System Priority: P2-High Execution Phase: Smoke Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: MOD-OrgSetup, P2-High, Phase-Smoke, Type-Functional, Platform-Web, Report-Product, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Point, Onboarding-Flow

Business Context

Customer_Segment: All Revenue_Impact: Medium Business_Priority: Must-Have Customer_Journey: Onboarding Compliance_Required: No SLA_Related: Yes

Quality Metrics

Risk_Level: Medium Complexity_Level: Low Expected_Execution_Time: 3 minutes Reproducibility_Score: High Data_Sensitivity: Medium Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 100% of invitation resend functionality Integration_Points: Email notification system Code_Module_Mapped: AdminManagement, EmailNotification Requirement_Coverage: Complete Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product Report_Categories: Quality-Dashboard, Communication Trend_Tracking: No Executive_Visibility: No Customer_Impact_Level: Medium

Requirements Traceability

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: Email notification service Performance_Baseline: < 2 seconds for resend process Data_Requirements: Admin with "Activation Pending" status

Prerequisites

Setup_Requirements: Admin already invited but not activated 

User_Roles_Permissions: System Admin access 

Test_Data: Pending admin email: "pendingadmin@testcorp.com" 

Prior_Test_Cases: ADMIN_TC_001

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Login to the application as System Admin

User successfully logs in

testadmin@testcorp.com, Password123!

Verify session is established

2

Navigate to Organization Setup page

Organization Setup page loads

N/A

Verify System Admins list is visible

3

Locate an admin with "Activation Pending" status

Admin with pending status is visible in the list

pendingadmin@testcorp.com

If needed, invite a new admin first

4

Click the resend icon for the pending admin

Success message appears indicating invitation has been resent

N/A

Verify visual feedback

5

Check the email sent to the pending admin

New invitation email is delivered with password setup link

N/A

May require test email account access

6

Click the password setup link in the new email

Password setup page opens

N/A

7

Set password for the admin

Password is set successfully

Password: NewPassword123!

Verify password requirements are enforced

8

Login as the newly activated admin

Login is successful

pendingadmin@testcorp.com, NewPassword123!

Verify admin can access the system

9

Check System Admins list as original admin

Admin's status shows as "Active"

N/A

Verify status updates correctly

Verification Points

Primary_Verification: New invitation email is sent and can be used to activate the admin account 

Secondary_Verifications: Success message is displayed, Admin can complete setup from new email 

Negative_Verification: Previous invitation links should be invalidated if resend functionality is used

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: On-Demand Maintenance_Effort: Low Automation_Candidate: Planned

Test Relationships

Blocking_Tests: ADMIN_TC_001 Blocked_Tests: None Parallel_Tests: None Sequential_Tests: None

Additional Information

Notes: This test validates the resend functionality for admins who may have missed the original invitation Edge_Cases: Test with expired invitations if system has expiration feature Risk_Areas: Email delivery failures Security_Considerations: Ensure previous invitation links are invalidated when resend is used




Test Case 8: Verify Edit Admin Name Functionality

Test Case Metadata

Test Case ID: ADMIN_TC_006 Title: Verify edit admin name functionality Created By: QA Team Created Date: May 23, 2025 Version: 1.0

Classification

Module/Feature: System Admin Management Test Type: Functional Test Level: System Priority: P3-Medium Execution Phase: Regression Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: MOD-AdminMgmt, P3-Medium, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Customer-All, Risk-Low, Business-Medium, Revenue-Impact-Low, Integration-Point, Admin-Maintenance

Business Context

Customer_Segment: All Revenue_Impact: Low Business_Priority: Could-Have Customer_Journey: Daily-Usage Compliance_Required: No SLA_Related: No

Quality Metrics

Risk_Level: Low Complexity_Level: Low Expected_Execution_Time: 2 minutes Reproducibility_Score: High Data_Sensitivity: Low Failure_Impact: Low

Coverage Tracking

Feature_Coverage: 100% of admin name edit functionality Integration_Points: None Code_Module_Mapped: AdminManagement Requirement_Coverage: Complete Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product Report_Categories: Quality-Dashboard Trend_Tracking: No Executive_Visibility: No Customer_Impact_Level: Low

Requirements Traceability

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: None Performance_Baseline: < 1 second for name update Data_Requirements: Active System Admin

Prerequisites

Setup_Requirements: At least one active System Admin besides the primary admin User_Roles_Permissions: System Admin access Test_Data: Active admin to edit: "editadmin@testcorp.com", Original name: "Edit Admin" Prior_Test_Cases: ADMIN_TC_001

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Login to the application as System Admin

User successfully logs in

testadmin@testcorp.com, Password123!

Verify session is established

2

Navigate to Organization Setup page

Organization Setup page loads

N/A

Verify System Admins list is visible

3

Locate the admin whose name needs to be edited

Admin is displayed in the list

editadmin@testcorp.com

Note the original name

4

Click the edit (pencil) icon for the admin

Edit name field becomes active or edit modal appears

N/A

Verify edit functionality is accessible

5

Change the admin name

New name is entered

New name: "Updated Admin Name"

Verify field accepts input

6

Save the changes

Success message appears and list updates with new name

N/A

Verify visual feedback

7

Refresh the page

Page reloads with System Admins list

N/A

Verify persistence

8

Verify the admin name has been updated

Admin appears with the new name

"Updated Admin Name"

Verify changes persist after refresh

Verification Points

Primary_Verification: Admin name is successfully updated and persists after refresh Secondary_Verifications: Edit functionality is accessible, Success message is displayed Negative_Verification: System should NOT allow saving empty admin names

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: Per-Release Maintenance_Effort: Low Automation_Candidate: Yes

Test Relationships

Blocking_Tests: ADMIN_TC_001 Blocked_Tests: None Parallel_Tests: ADMIN_TC_005 Sequential_Tests: None

Additional Information

Notes: This test validates the ability to update admin names for better identification Edge_Cases: Test with very long names, names with special characters Risk_Areas: None significant for this functionality Security_Considerations: None specific to this functionality




Test Case 9: Verify Cross-Browser Compatibility

Test Case Metadata

Test Case ID: COMPAT_TC_001 Title: Verify cross-browser compatibility of Organization Setup and Admin Management Created By: QA Team Created Date: May 23, 2025 Version: 1.0

Classification

Module/Feature: Cross-Platform Compatibility Test Type: Compatibility Test Level: System Priority: P2-High Execution Phase: Regression Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: MOD-Compatibility, P2-High, Phase-Regression, Type-Compatibility, Platform-Web, Report-QA, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-End-to-End, Browser-Compatibility

Business Context

Customer_Segment: All Revenue_Impact: Medium Business_Priority: Must-Have Customer_Journey: Onboarding Compliance_Required: No SLA_Related: Yes

Quality Metrics

Risk_Level: Medium Complexity_Level: Medium Expected_Execution_Time: 15 minutes Reproducibility_Score: High Data_Sensitivity: Low Failure_Impact: High

Coverage Tracking

Feature_Coverage: 100% of browser compatibility Integration_Points: All system interfaces Code_Module_Mapped: UI, AdminManagement, OrganizationSetup Requirement_Coverage: Complete Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA Report_Categories: Quality-Dashboard, Compatibility Trend_Tracking: Yes Executive_Visibility: Yes Customer_Impact_Level: High

Requirements Traceability

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: None Performance_Baseline: < 3 seconds for page loads across browsers Data_Requirements: Organization with complete setup

Prerequisites

Setup_Requirements: Test accounts for each browser User_Roles_Permissions: System Admin access Test_Data: Admin credentials: "testadmin@testcorp.com", Password: "Password123!" Prior_Test_Cases: None

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Open Chrome browser and login to the application

Login is successful

testadmin@testcorp.com, Password123!

Latest Chrome version

2

Navigate to Organization Setup page

Page loads correctly with all elements properly displayed

N/A

Check layout, fonts, spacing

3

Test edit organization settings functionality

Edit modal opens and functions correctly

Change Currency: "EUR - Euro"

Verify all dropdown options appear correctly

4

Test admin invitation functionality

Invitation form works correctly

Email: "chrometest@testcorp.com", Name: "Chrome Test"

Verify form validation

5

Repeat steps 1-4 in Firefox

All functionality works identically to Chrome

Same test data

Latest Firefox version

6

Repeat steps 1-4 in Safari

All functionality works identically to Chrome

Same test data

Latest Safari version

7

Repeat steps 1-4 in Edge

All functionality works identically to Chrome

Same test data

Latest Edge version

8

Compare visual elements across all browsers

UI elements appear consistent across browsers

N/A

Check for layout issues, element alignment

Verification Points

Primary_Verification: All functionality works consistently across all supported browsers Secondary_Verifications: UI elements appear visually consistent, Performance is acceptable Negative_Verification: No browser-specific errors or layout issues should occur

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: Per-Release Maintenance_Effort: Medium Automation_Candidate: Planned

Test Relationships

Blocking_Tests: None Blocked_Tests: None Parallel_Tests: None Sequential_Tests: None

Additional Information

Notes: This test validates the application works correctly across all supported browsers Edge_Cases: Test with browser extensions enabled/disabled Risk_Areas: Browser-specific rendering or JavaScript issues Security_Considerations: None specific to this functionality




Test Case 10: Verify Responsive Design on Different Devices

Test Case Metadata

Test Case ID: COMPAT_TC_002 Title: Verify responsive design of Organization Setup and Admin Management Created By: QA Team Created Date: May 23, 2025 Version: 1.0

Classification

Module/Feature: Cross-Platform Compatibility Test Type: Compatibility Test Level: System Priority: P2-High Execution Phase: Regression Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: MOD-Compatibility, P2-High, Phase-Regression, Type-Compatibility, Platform-Both, Report-QA, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-End-to-End, Responsive-Design

Business Context

Customer_Segment: All Revenue_Impact: Medium Business_Priority: Must-Have Customer_Journey: Onboarding Compliance_Required: No SLA_Related: Yes

Quality Metrics

Risk_Level: Medium Complexity_Level: Medium Expected_Execution_Time: 15 minutes Reproducibility_Score: High Data_Sensitivity: Low Failure_Impact: High

Coverage Tracking

Feature_Coverage: 100% of responsive design Integration_Points: All UI components Code_Module_Mapped: UI, Responsiveness Requirement_Coverage: Complete Cross_Platform_Support: Both

Stakeholder Reporting

Primary_Stakeholder: QA Report_Categories: Quality-Dashboard, Compatibility Trend_Tracking: Yes Executive_Visibility: Yes Customer_Impact_Level: High

Requirements Traceability

Test Environment

Environment: Staging Browser/Version: Chrome 115+ Device/OS: Windows 10/11, macOS 12+, iOS 16+, Android 13+ Screen_Resolution: Desktop-1920x1080, Tablet-1024x768, Mobile-375x667 Dependencies: None Performance_Baseline: < 3 seconds for page loads across devices Data_Requirements: Organization with complete setup

Prerequisites

Setup_Requirements: Access to different devices or emulators User_Roles_Permissions: System Admin access Test_Data: Admin credentials: "testadmin@testcorp.com", Password: "Password123!" Prior_Test_Cases: None

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Access the application on desktop (1920x1080)

UI displays correctly with full layout

N/A

Check all elements are properly positioned

2

Navigate to Organization Setup page

Page loads with proper desktop layout

N/A

Verify all sections are visible

3

Test core functionality (edit settings, invite admin)

All functionality works correctly

N/A

Verify all features are accessible

4

Resize browser to tablet dimensions (1024x768)

UI adapts to tablet layout

N/A

Check responsive breakpoints

5

Verify Organization Setup page in tablet view

Page layout adjusts appropriately

N/A

Check for scrolling, element sizing

6

Test core functionality in tablet view

All functionality remains accessible

N/A

Verify no loss of features

7

Resize browser to mobile dimensions (375x667)

UI adapts to mobile layout

N/A

Check responsive breakpoints

8

Verify Organization Setup page in mobile view

Page layout adjusts for mobile with proper scrolling

N/A

Check for menu changes, stacked elements

9

Test core functionality in mobile view

All functionality remains accessible, possibly through adapted UI

N/A

Verify no loss of features

10

Access on actual mobile device (if available)

Behavior matches emulated testing

N/A

Verify touch interactions work

Verification Points

Primary_Verification: UI adapts appropriately to different screen sizes while maintaining functionality Secondary_Verifications: Text remains readable, Interactive elements remain usable Negative_Verification: No layout overflow or inaccessible elements should occur

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: Per-Release Maintenance_Effort: Medium Automation_Candidate: Planned

Test Relationships

Blocking_Tests: None Blocked_Tests: None Parallel_Tests: COMPAT_TC_001 Sequential_Tests: None

Additional Information

Notes: This test validates the application's responsiveness across different screen sizes Edge_Cases: Test with unusual aspect ratios, very small screens Risk_Areas: Element overflow, touch target sizing on small screens Security_Considerations: None specific to this functionality

Quality Metrics

Risk_Level: Medium Complexity_Level: Low Expected_Execution_Time: 4 minutes Reproducibility_Score: High Data_Sensitivity: Low Failure_Impact: High

Coverage Tracking

Feature_Coverage: 100% of progress tracking functionality Integration_Points: None Code_Module_Mapped: OrganizationSetup, ProgressTracker Requirement_Coverage: Complete Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product Report_Categories: Quality-Dashboard, UX-Elements Trend_Tracking: Yes Executive_Visibility: No Customer_Impact_Level: Medium

Requirements Traceability

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: None Performance_Baseline: < 1 second for progress update Data_Requirements: Organization with partial setup completion

Prerequisites

Setup_Requirements: Organization with at least one setting unconfigured User_Roles_Permissions: System Admin access Test_Data: Organization with 2/4 settings configured Prior_Test_Cases: None

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Login to the application as System Admin

User successfully logs in and is redirected to dashboard

testadmin@testcorp.com, Password123!

Verify session is established

2

Navigate to Organization Setup page

Organization Setup page loads with organization details and setup checklist

N/A

Note the initial progress indicator value (e.g., "2/4 complete" or "50%")

3

Click on "Edit" button

Organization Details edit modal opens

N/A

Verify modal appearance

4

Configure one additional setting that was previously not set

Setting is selected

Country: "United States"

Select a setting that was previously showing "Not Set"

5

Click "Save Settings"

Settings are saved successfully

N/A

Verify changes are saved

6

Observe the progress indicator

Progress indicator shows increased completion percentage (e.g., "3/4 complete" or "75%")

N/A

Verify progress tracking is updated correctly

7

Click "Edit" button again

Organization Details edit modal opens

N/A

Prepare to configure final setting

8

Configure the last remaining setting

Setting is selected

Contact Number: "+1 555 123 4567"

Select the final setting that was showing "Not Set"

9

Click "Save Settings"

Settings are saved successfully

N/A

Verify changes are saved

10

Observe the progress indicator

Progress indicator shows full completion (e.g., "4/4 complete" or "100%")

N/A

Verify progress indicator shows full completion

Verification Points

Primary_Verification: Progress indicator accurately reflects setup completion status Secondary_Verifications: Visual indicators for individual settings update correctly, Progress increases incrementally with each setting configured Negative_Verification: Progress indicator should NOT update if settings are not actually saved

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: Per-Release Maintenance_Effort: Low Automation_Candidate: Yes

Test Relationships

Blocking_Tests: None Blocked_Tests: None Parallel_Tests: ORGSETUP_TC_001, ORGSETUP_TC_003 Sequential_Tests: None

Additional Information

Notes: This test validates the visual feedback that guides users through the setup process Edge_Cases: Consider testing the behavior when rapidly making multiple changes Risk_Areas: Incorrect progress calculation could mislead users about setup status Security_Considerations: None specific to this functionality




Test Case 3: Verify System Admin Invitation Process

Test Case Metadata

Test Case ID: ADMIN_TC_001 Title: Verify System Admin invitation process Created By: QA Team Created Date: May 23, 2025 Version: 1.0

Classification

Module/Feature: System Admin Management Test Type: Functional/Integration Test Level: System Priority: P1-Critical Execution Phase: Smoke Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: MOD-AdminMgmt, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Product, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-End-to-End, User-Management

Business Context

Customer_Segment: 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: 5 minutes Reproducibility_Score: High Data_Sensitivity: High Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100% of admin invitation process Integration_Points: Email notification system Code_Module_Mapped: AdminManagement, EmailNotification Requirement_Coverage: Complete Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product Report_Categories: Quality-Dashboard, Security-Access Trend_Tracking: Yes Executive_Visibility: Yes Customer_Impact_Level: High

Requirements Traceability

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: Email notification service Performance_Baseline: < 3 seconds for invitation process Data_Requirements: Organization with completed setup

Prerequisites

Setup_Requirements: Organization with completed setup User_Roles_Permissions: System Admin access Test_Data: New admin email: "newadmin@testcorp.com", Full name: "Jane Smith" Prior_Test_Cases: ORGSETUP_TC_001

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Login to the application as System Admin

User successfully logs in

testadmin@testcorp.com, Password123!

Verify session is established

2

Navigate to Organization Setup page

Organization Setup page loads

N/A

Verify page loads correctly

3

Locate the "Invite Admin" section

Invite Admin section is displayed with email and name fields

N/A

Verify form elements are present

4

Enter valid email address and full name

Data is entered into the form fields

Email: newadmin@testcorp.com, Name: Jane Smith

Verify input fields accept data

5

Click "Invite" button

System processes invitation and displays success message

N/A

Verify success message appears

6

Check System Admins list

New admin appears in the list with "Activation Pending" status

N/A

Verify list updates with new admin

7

Check the email sent to the invited admin

Email is delivered with correct information and password setup link

N/A

May require test email account access

8

Click the password setup link in the email

Password setup page opens

N/A

9

Set password for the new admin

Password is set successfully

Password: NewPassword123!

Verify password requirements are enforced

10

Login as the new admin

Login is successful

newadmin@testcorp.com, NewPassword123!

Verify new admin can access the system

11

Check System Admins list as original admin

New admin's status shows as "Active"

N/A

Verify status updates correctly

Verification Points

Primary_Verification: New admin is successfully invited, can set password, and access the system Secondary_Verifications: Email notification is sent correctly, Admin status updates from "Activation Pending" to "Active" Negative_Verification: System should NOT allow duplicate invitations for the same email

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: Per-Release Maintenance_Effort: Medium Automation_Candidate: Planned

Test Relationships

Blocking_Tests: ORGSETUP_TC_001 Blocked_Tests: ADMIN_TC_004 Parallel_Tests: None Sequential_Tests: ADMIN_TC_002

Additional Information

Notes: This test validates the complete end-to-end admin invitation process including email delivery Edge_Cases: Test invitation expiration (if applicable), password requirements enforcement Risk_Areas: Email delivery failures, Security of invitation link Security_Considerations: Ensure invitation links are secure, expire appropriately, and can't be reused




Test Case 4: Verify Duplicate Admin Invitation Handling

Test Case Metadata

Test Case ID: ADMIN_TC_002 Title: Verify duplicate admin invitation handling Created By: QA Team Created Date: May 23, 2025 Version: 1.0

Classification

Module/Feature: System Admin Management Test Type: Functional Test Level: System Priority: P2-High Execution Phase: Regression Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: MOD-AdminMgmt, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Point, Error-Handling

Business Context

Customer_Segment: All Revenue_Impact: Medium Business_Priority: Should-Have Customer_Journey: Onboarding Compliance_Required: No SLA_Related: No

Quality Metrics

Risk_Level: Medium Complexity_Level: Medium Expected_Execution_Time: 3 minutes Reproducibility_Score: High Data_Sensitivity: Medium Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 100% of duplicate invitation handling Integration_Points: None Code_Module_Mapped: AdminManagement Requirement_Coverage: Complete Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product Report_Categories: Quality-Dashboard, Error-Handling Trend_Tracking: No Executive_Visibility: No Customer_Impact_Level: Medium

Requirements Traceability

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: None Performance_Baseline: < 1 second for error message display Data_Requirements: Admin with "Activation Pending" status

Prerequisites

Setup_Requirements: Admin already invited but not activated User_Roles_Permissions: System Admin access Test_Data: Existing admin email: "pendingadmin@testcorp.com", Full name: "Alex Brown" Prior_Test_Cases: ADMIN_TC_001

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Login to the application as System Admin

User successfully logs in

testadmin@testcorp.com, Password123!

Verify session is established

2

Navigate to Organization Setup page

Organization Setup page loads

N/A

Verify page loads correctly

3

Verify an admin with "Activation Pending" status exists

Admin with pending status is visible in the list

pendingadmin@testcorp.com

If needed, invite a new admin first

4

Locate the "Invite Admin" section

Invite Admin section is displayed

N/A

Verify form elements are present

5

Enter the email address of the pending admin

Email is entered into the form field

Email: pendingadmin@testcorp.com

Use exact same email as the pending admin

6

Enter a name (can be different)

Name is entered into the form field

Name: Alex Brown Updated

Verify input field accepts data

7

Click "Invite" button

System displays "Already invited" message

N/A

Verify error message is clear and accurate

8

Verify no duplicate entry in admin list

Admin list shows only one entry for the email address

N/A

Verify no duplicate admin entries

Verification Points

Primary_Verification: System prevents duplicate invitation and displays appropriate message Secondary_Verifications: Admin list maintains data integrity with no duplicates Negative_Verification: System should NOT send another invitation email

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: Per-Release Maintenance_Effort: Low Automation_Candidate: Yes

Test Relationships

Blocking_Tests: ADMIN_TC_001 Blocked_Tests: None Parallel_Tests: None Sequential_Tests: None

Additional Information

Notes: This test validates the system's handling of duplicate invitation attempts Edge_Cases: Test with variations in case (uppercase/lowercase) in email address Risk_Areas: Database integrity issues if duplicates are allowed Security_Considerations: Prevent email enumeration attacks




Test Case 5: Verify System Admin Activation/Deactivation

Test Case Metadata

Test Case ID: ADMIN_TC_003 Title: Verify System Admin activation/deactivation functionality Created By: QA Team Created Date: May 23, 2025 Version: 1.0

Classification

Module/Feature: System Admin Management Test Type: Functional Test Level: System Priority: P1-Critical Execution Phase: Regression Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: MOD-AdminMgmt, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-End-to-End, Access-Control

Business Context

Customer_Segment: 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: 100% of admin activation/deactivation Integration_Points: Authentication system Code_Module_Mapped: AdminManagement, UserAccess Requirement_Coverage: Complete Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product Report_Categories: Quality-Dashboard, Security-Access Trend_Tracking: Yes Executive_Visibility: Yes Customer_Impact_Level: High

Requirements Traceability

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: Authentication system Performance_Baseline: < 2 seconds for status change Data_Requirements: Active System Admin

Prerequisites

Setup_Requirements: At least one active System Admin besides the primary admin User_Roles_Permissions: System Admin access Test_Data: Active admin email: "activeadmin@testcorp.com", Password: "AdminPass123!" Prior_Test_Cases: ADMIN_TC_001

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Login to the application as primary System Admin

User successfully logs in

testadmin@testcorp.com, Password123!

Verify session is established

2

Navigate to Organization Setup page

Organization Setup page loads

N/A

Verify System Admins list is visible

3

Locate an active admin in the System Admins list

Active admin is displayed with "Active" status and enabled toggle

activeadmin@testcorp.com

Verify initial state

4

Toggle the activation switch to deactivate the admin

Toggle switches to off position and status changes to "Deactivated"

N/A

Verify visual change

5

Open a new browser session and attempt to login as the deactivated admin

Login attempt fails with appropriate error message

activeadmin@testcorp.com, AdminPass123!

Verify access is denied

6

Return to the primary admin session

System Admins list is displayed

N/A

Verify session maintained

7

Toggle the activation switch to reactivate the admin

Toggle switches to on position and status changes to "Active"

N/A

Verify visual change

8

Open a new browser session and attempt to login as the reactivated admin

Login is successful

activeadmin@testcorp.com, AdminPass123!

Verify access is restored

Verification Points

Primary_Verification: Admin access is properly granted/revoked based on activation status Secondary_Verifications: Status indicators update correctly, Toggle controls work as expected Negative_Verification: Deactivated admin should NOT be able to access 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: Per-Release Maintenance_Effort: Medium Automation_Candidate: Planned

Test Relationships

Blocking_Tests: ADMIN_TC_001 Blocked_Tests: None Parallel_Tests: None Sequential_Tests: None

Additional Information

Notes: This test validates the critical security function of controlling admin access Edge_Cases: Test with admin performing actions when deactivation occurs (mid-session termination) Risk_Areas: Access control failures could lead to unauthorized system access Security_Considerations: Ensure session invalidation occurs immediately upon deactivation




Test Case 6: Verify System Admin Removal Functionality

Test Case Metadata

Test Case ID: ADMIN_TC_004 Title: Verify System Admin removal functionality Created By: QA Team Created Date: May 23, 2025 Version: 1.0

Classification

Module/Feature: System Admin Management Test Type: Functional Test Level: System Priority: P1-Critical Execution Phase: Regression Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: MOD-AdminMgmt, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-End-to-End, Access-Control

Business Context

Customer_Segment: 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: 100% of admin removal functionality Integration_Points: Authentication system, Database Code_Module_Mapped: AdminManagement, UserAccess Requirement_Coverage: Complete Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product Report_Categories: Quality-Dashboard, Security-Access Trend_Tracking: Yes Executive_Visibility: Yes Customer_Impact_Level: High

Requirements Traceability

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: Authentication system, Database Performance_Baseline: < 2 seconds for admin removal Data_Requirements: Active System Admin

Prerequisites

Setup_Requirements: At least one active System Admin besides the primary admin User_Roles_Permissions: System Admin access Test_Data: Admin to remove: "removeadmin@testcorp.com", Password: "AdminPass123!" Prior_Test_Cases: ADMIN_TC_001

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Login to the application as primary System Admin

User successfully logs in

testadmin@testcorp.com, Password123!

Verify session is established

2

Navigate to Organization Setup page

Organization Setup page loads

N/A

Verify System Admins list is visible

3

Locate the admin to be removed in the System Admins list

Admin is displayed in the list

removeadmin@testcorp.com

Verify initial state

4

Click the remove (trash) icon for the admin

Confirmation dialog appears

N/A

Verify dialog content and options

5

Confirm admin removal

Admin is removed from the list with success message

N/A

Verify visual feedback

6

Open a new browser session and attempt to login as the removed admin

Login attempt fails with appropriate error message

removeadmin@testcorp.com, AdminPass123!

Verify access is denied

7

Return to the "Invite Admin" section

Invite Admin form is displayed

N/A

Verify form is accessible

8

Attempt to invite the same admin email again

System allows invitation (as admin was completely removed)

Email: removeadmin@testcorp.com, Name: Remove Test

Verify new invitation is allowed

9

Verify the admin appears in the list with "Activation Pending" status

Admin is displayed with correct status

N/A

Verify admin can be re-invited

Verification Points

Primary_Verification: Admin is completely removed from the system and access is revoked Secondary_Verifications: Confirmation dialog works correctly, Same email can be re-invited Negative_Verification: Removed admin should NOT be able to access 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: Per-Release Maintenance_Effort: Medium Automation_Candidate: Planned

Test Relationships

Blocking_Tests: ADMIN_TC_001 Blocked_Tests: None Parallel_Tests: None Sequential_Tests: None

Additional Information

Notes: This test validates the complete removal of admin access and data from the system Edge_Cases: Test with admin performing actions when removal occurs (mid-session termination) Risk_Areas: Data integrity issues if admin record is not completely removed Security_Considerations: Ensure all access is immediately revoked and sessions terminated




Test Case 7: Verify Resend Invitation Functionality

Test Case Metadata

Test Case ID: ADMIN_TC_005 Title: Verify resend invitation functionality for pending admin Created By: QA Team Created Date: May 23, 2025 Version: 1.0

Classification

Module/Feature: System Admin Management Test Type: Functional/Integration Test Level: System Priority: P2-High Execution Phase: Regression Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: MOD-AdminMgmt, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-End-to-End, Notification

Business Context

Customer_Segment: All Revenue_Impact: Medium Business_Priority: Should-Have Customer_Journey: Onboarding Compliance_Required: No SLA_Related: Yes


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