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

Related_Requirements: Mandatory setup enforcement, Setup completion tracking Related_Bugs: N/A Related_Test_Cases: ORGSETUP_TC_002, ORGSETUP_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: 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

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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

Related_Requirements: System Admin invitation, Email notification Related_Bugs: N/A Related_Test_Cases: ADMIN_TC_001, ADMIN_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: 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	Verify link works correctly
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

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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

Related_Requirements: System Admin management Related_Bugs: N/A Related_Test_Cases: ADMIN_TC_001, ADMIN_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: 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

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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

Related_Requirements: Cross-browser compatibility Related_Bugs: N/A Related_Test_Cases: ORGSETUP_TC_001, ADMIN_TC_001

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

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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

Related_Requirements: Responsive design Related_Bugs: N/A Related_Test_Cases: COMPAT_TC_001

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

Related_Requirements: Setup progress tracking, Visual indicators Related_Bugs: N/A Related_Test_Cases: ORGSETUP_TC_001, ORGSETUP_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: 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

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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

Related_Requirements: System Admin invitation, Email notification Related_Bugs: N/A Related_Test_Cases: ADMIN_TC_002, ADMIN_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: 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	Verify link works correctly
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

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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

Related_Requirements: System Admin invitation, Error handling Related_Bugs: N/A Related_Test_Cases: ADMIN_TC_001, ADMIN_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: 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

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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

Related_Requirements: System Admin management, Access control Related_Bugs: N/A Related_Test_Cases: ADMIN_TC_001, ADMIN_TC_004

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

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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

Related_Requirements: System Admin management, Access control Related_Bugs: N/A Related_Test_Cases: ADMIN_TC_001, ADMIN_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: 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

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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