System Admin Dashboard (ONB05US01)

Overall Coverage Summary

Total Coverage: 100% (9/9 Acceptance Criteria Covered)

Total Test Cases: 10 (8 Functional + 2 Non-Functional)
Total Acceptance Criteria: 9 (Based on document requirements)
Coverage Percentage: (9/9) × 100 = 100%
Priority Distribution: 6 P1-Critical (60%) + 3 P2-High (30%) + 1 P3-Medium (10%)

Test Scenario Analysis

A. Functional Test Scenarios

Core Functionality Scenarios:

Organization Setup Progress Tracking - Visual progress indicators, weighted completion calculation
Utility Setup Progress Management - Step-by-step setup guidance, task completion tracking
User Adoption Metrics Visualization - Daily active users, growth trends, engagement tracking
Security Activity Monitoring - Login attempt tracking, authorized/unauthorized session management
Data Upload Process Management - File upload, validation, smart recognition
Trial Plan Subscription Management - Plan details, upgrade pathways, usage limits

Business Rules Validation Scenarios:

Weighted Progress Calculation - Organization setup: Currency (40%), Date Format (30%), Timezone (30%)
Utility Setup Weighting - Core System (25%), Service Area (20%), Pricing/Billing (20%), Staff Access (15%), Calendar (10%), IDs/Reference (10%)
User Activity Definition - Daily active user = logged in user
Trial Plan Limitations - 2 concurrent users, 30-day expiration, 5GB storage

User Journey Scenarios:

New System Admin Onboarding - First-time dashboard access through completion
Ongoing Setup Management - Returning admin completing partial setups
Monitoring and Maintenance - Regular security and adoption monitoring
Subscription Management - Plan evaluation and upgrade decisions

B. Non-Functional Test Scenarios

Performance Scenarios:

Dashboard load time < 3 seconds
Real-time metrics refresh < 500ms
Concurrent admin access (up to _ users)
Large data upload processing (100MB+ files)

Security Scenarios:

Role-based access control validation
Session management and timeouts
Audit trail for admin actions
Data encryption verification

Compatibility Scenarios:

Chrome Latest on Windows 10/11, macOS 12+
Desktop resolution 1920x1080+

C. Edge Case & Error Scenarios

Boundary Conditions - Maximum user limits, file size limits, concurrent sessions
Invalid Inputs - Malformed data uploads, invalid configuration values
System Failures - Network interruptions, service unavailability
Data Inconsistencies - Partial setup completions, corrupted progress states

Detailed Test Cases

Test Case 1: Organization Setup Progress Calculation

Test Case ID: ONB05US01_TC_001
Title: Verify Organization Setup Progress Calculation with Weighted Tasks
Created By: QA Team
Created Date: June 04, 2025
Version: 1.0

Classification

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

Enhanced Tags

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

Additional Tags: Onboarding-Services, Database, HappyPath

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

Coverage Tracking

Feature_Coverage: 100% of progress calculation logic
Integration_Points: Progress tracking engine, UI display layer
Code_Module_Mapped: ProgressCalculator, OrganizationSetup
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Quality-Dashboard, Module-Coverage
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: Business Rule: Progress Calculation, Acceptance Criteria 1
Related_Bugs: N/A
Related_Test_Cases: ONB05US01_TC_002, ONB05US01_TC_003

Test Environment

Environment: Staging
Browser/Version: Chrome Latest
Device/OS: Windows 10/11, macOS 12+
Screen_Resolution: Desktop-1920x1080
Dependencies: Organization setup database, progress tracking service
Performance_Baseline: <2 seconds for progress calculation
Data_Requirements: Fresh organization with partial setup completion

Prerequisites

Setup_Requirements: System Admin account with organization setup permissions
User_Roles_Permissions: System Admin role
Test_Data: Organization ID: ORG_TEST_001, Admin User: admin@testutility.com
Prior_Test_Cases: Login functionality verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Login as System Admin	Successfully logged into dashboard	admin@testutility.com / SecurePass123!	Verify dashboard loads
2	Navigate to Organization Setup section	Organization Setup section displays with current progress	N/A	Check initial state
3	Verify Currency task is marked complete	Currency shows checkmark, contributes 40% to progress	Currency: USD	Weighted calculation
4	Verify Date Format task is marked complete	Date Format shows checkmark, contributes 30% to progress	Format: MM/DD/YYYY	Weighted calculation
5	Verify Timezone task is pending	Timezone shows pending icon, 30% weight not applied	Target: EST	Incomplete task
6	Verify overall progress calculation	Progress bar shows 70% (40% + 30% = 70%)	N/A	Mathematical accuracy
7	Complete Timezone configuration	Timezone task shows checkmark	Timezone: America/New_York	Task completion
8	Verify updated progress calculation	Progress bar updates to 100% (40% + 30% + 30%)	N/A	Real-time update

Verification Points

Primary_Verification: Progress percentage accurately reflects weighted task completion
Secondary_Verifications: Visual indicators match completion status, real-time updates work
Negative_Verification: Progress should not exceed 100% or show negative values

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual progress calculations and visual displays]
Execution_Date: [Test execution date]
Executed_By: [Tester name]
Execution_Time: [Actual time taken]
Defects_Found: [Any bugs discovered]
Screenshots_Logs: [Evidence attachments]

Test Case 2: Utility Setup Weighted Progress Tracking

Test Case ID: ONB05US01_TC_002
Title: Verify Utility Setup Progress with Complex Weighted Task System
Created By: QA Team
Created Date: June 04, 2025
Version: 1.0

Classification

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

Enhanced Tags

Tags: MOD-UtilitySetup, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Product, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High,

Additonal Tags: Onboarding-Services, Database, HappyPath

Business Context

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

Test Environment

Environment: Staging
Browser/Version: Chrome Latest
Device/OS: Windows 10/11
Dependencies: Utility setup service, progress calculation engine

Prerequisites

User_Roles_Permissions: System Admin role
Test_Data: Utility ID: UTIL_TEST_001
Prior_Test_Cases: ONB05US01_TC_001 (Organization setup completed)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Utility Setup section	Utility Setup section displays with 50% initial progress	N/A	Based on wireframe
2	Verify Core System Settings completion	Task shows checkmark, 25% weight applied	Settings: Basic config complete	Highest weight task
3	Verify Staff and Access Control	Task shows checkmark, 15% weight applied	roles and access control	Critical for operations
4	Verify Service Area completion	Task shows checkmark, 20% weight applied	Area: Metro Atlanta Region	Critical for operations
5	Verify Pricing and Billing pending	Task shows pending icon, 20% weight not applied	Pricing: Not configured	Revenue impact
6	Complete Pricing and Billing setup	Task updates to checkmark	Rate: $0.12/kWh, Base: $15/month	Configuration input
7	Verify progress updates to 95%	Progress bar shows: 25% + 20% + 20% + 15% + 10% + 10% = 100%	N/A	All tasks except one
8	Complete remaining IDs and Reference Numbers	Final task completion, weight applied 10	Utility ID: GA-POWER-001	Complete setup
9	Verify 100% completion and Continue Setup button	Progress shows 100%, button becomes active	N/A	Full completion state

Verification Points

Primary_Verification: Complex weighted calculation (6 different weights) calculates correctly
Secondary_Verifications: Button states change appropriately, visual progress matches calculation
Negative_Verification: Partial completions don't round up to 100%

Test Case 3: User Adoption Metrics Real-time Display

Test Case ID: ONB05US01_TC_003
Title: Validate User Adoption Metrics Display and Growth Calculation
Created By: QA Team
Created Date: June 04, 2025
Version: 1.0

Classification

Module/Feature: User Adoption Monitoring
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags

Tags: MOD-UserAdoption, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-CSM, Customer-All, Risk-Medium, Business-High,

Additional Tags: CX-Services, Database, HappyPath

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Access User Adoption section	Section displays with current metrics	N/A	Real-time data
2	Verify Today's Users count	Shows exact count: eg. 48 users	Active users: 48	From wireframe
3	Verify Week Growth percentage	Displays +15% growth indicator	Growth: +15%	Week-over-week
4	Validate daily activity chart	Chart shows Mon-Sun activity pattern	Activity data: 7 days	Visual representation
5	Verify weekend activity drop	Lower activity on Sat/Sun visible in chart	Weekend: Lower bars	Business pattern
6	Test chart interactivity	Hover shows daily values	Daily values displayed	User interaction
7	Verify automatic refresh	Metrics update when new user logs in	Simulated login	Real-time update

Test Case 4: Security Activity Monitoring Dashboard

Test Case ID: ONB05US01_TC_004
Title: Verify Security Activity Tracking and Unauthorized Attempt Detection
Created By: QA Team
Created Date: June 04, 2025
Version: 1.0

Classification

Module/Feature: Security Activity Monitoring
Test Type: Security
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Manual

Enhanced Tags

Tags: MOD-Security, P1-Critical, Phase-Smoke, Type-Security, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-Critical.

Additonal Tags: Auth-Services, Database, HappyPath

Security Considerations

SOC2 compliance for login attempt logging
Audit trail requirements for utility regulations
Real-time threat detection capabilities

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Review Security Activity section	Displays login attempts breakdown	N/A	Dashboard view
2	Verify Authorized logins count	Shows 162 total authorized logins	Authorized: 162	From wireframe
3	Verify Unauthorized attempts	Shows 15 unauthorized attempts in red	Unauthorized: 15	Security concern
4	Validate daily breakdown chart	Green bars for authorized, red for unauthorized	7-day period	Visual security status
5	Click on unauthorized attempts	Drills down to detailed attempt information	Attempt details	Investigation capability
6	Verify attempt timestamps	Shows exact time and IP for each attempt	IP logs available	Audit trail
7	Test alert threshold	System highlights days with >5 unauthorized attempts	Threshold: 5 attempts	Proactive monitoring

Test Case 5: Data Upload Smart Recognition Process

Test Case ID: ONB05US01_TC_005
Title: Validate Data Upload Smart Recognition and Validation Process
Created By: QA Team
Created Date: June 04, 2025
Version: 1.0

Classification

Module/Feature: Data Upload
Test Type: Integration
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags

Tags: MOD-DataUpload, P2-High, Phase-Regression, Type-Integration, Platform-Web, Report-Engineering, Customer-All, Risk-Medium, Business-High.

Additonal Tags: MX-Services, API, Database, HappyPath.

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Click "Go to Data Upload" button	Navigates to data upload page	N/A	Navigation test
2	Upload CSV file with customer data	Smart Recognition detects file structure	customers.csv (500 records)	File processing
3	Verify field mapping suggestions	System suggests field mappings automatically	Customer fields mapped	AI recognition
4	Review Smart Validation results	Shows errors, duplicates, data integrity issues	Validation report	Data quality
5	Test drag and drop functionality	File uploads via drag and drop	large_dataset.xlsx (2MB)	User experience
6	Verify file format support	Accepts CSV, Excel, XML formats	Multiple file types	Format validation
7	Test integration with existing records	Processed data merges correctly	Integration complete	Data consistency

Test Case 6: Trial Plan Subscription Limitations

Test Case ID: ONB05US01_TC_006
Title: Verify Trial Plan Limitations and Upgrade Pathway
Created By: QA Team
Created Date: June 04, 2025
Version: 1.0

Classification

Module/Feature: Trial Plan Management
Test Type: Business Logic
Test Level: System
Priority: P1-Critical
Execution Phase: Acceptance
Automation Status: Manual

Enhanced Tags

Tags: MOD-TrialPlan, P1-Critical, Phase-Acceptance, Type-BusinessLogic, Platform-Web, Report-Product, Customer-All, Risk-High, Business-Critical.
Additonal Tags: BX-Services, Database, HappyPath

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Review Trial Plan section	Shows "Free" plan with limitations	Plan: Free tier	Current status
2	Verify user limit display	Shows "Up to 5 users included"	User limit: 5	Plan restriction
3	Attempt to add 6th user	System prevents addition with clear message	User #6 blocked	Enforcement
4	Check included features	CX, MM, BC modules visible and accessible	3 core modules	Feature access
5	Verify storage limitation	Shows 5GB storage capacity	Storage: 5GB	Data limit
6	Test export limitation	Export capped at 100 records per operation	Export: 100 max	Functional limit
7	Click "Update Subscription"	Shows upgrade options and pricing	Paid plans available	Upgrade path
8	Verify 30-day trial countdown	Shows remaining trial days	Days left: 15	Time limitation

Test Case 7: Cross-Platform Responsive Design

Test Case ID: ONB05US01_TC_007
Title: Validate Dashboard Responsive Design Across Screen Resolutions
Created By: QA Team
Created Date: June 04, 2025
Version: 1.0

Classification

Module/Feature: UI/UX Responsiveness
Test Type: UI
Test Level: System
Priority: P3-Medium
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags

Tags: MOD-UI-UX, P3-Medium, Phase-Regression, Type-UI, Platform-Web, Report-QA, Customer-All, Risk-Low, Business-Medium.
Additonal Tags: CX-Services, Cross-Module, HappyPath

Test Environment

Screen_Resolution: Desktop-1920x1080, Tablet-1024x768, Mobile-375x667

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Load dashboard at 1920x1080	All sections display properly	Desktop resolution	Full layout
2	Resize to 1024x768	Layout adapts, maintains functionality	Tablet view	Responsive design
3	Verify chart readability	Charts remain readable at all sizes	All resolutions	Data visualization
4	Test button accessibility	Buttons are touch-friendly on mobile	Mobile interaction	User experience
5	Validate text scaling	Text remains readable without horizontal scroll	Text clarity	Accessibility
6	Test navigation menu	Menu adapts to smaller screens	Mobile navigation	Usability

Test Case 8: API Integration for Dashboard Metrics

Test Case ID: ONB05US01_TC_008
Title: Validate API Endpoints for Dashboard Data Retrieval
Created By: QA Team
Created Date: June 04, 2025
Version: 1.0

Classification

Module/Feature: API Integration
Test Type: API
Test Level: Integration
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Planned-for-Automation

Enhanced Tags

Tags: MOD-API, P1-Critical, Phase-Smoke, Type-API, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-Critical.

Addtional Tags: Auth-Services, Onboarding-Services, CX-Services, API, Database, Cross-Module, HappyPath

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Call GET /api/dashboard/organization-setup	Returns current organization setup status	org_id: test_001	API response
2	Verify response structure	JSON contains progress, tasks, completion status	Valid JSON schema	Data structure
3	Call GET /api/dashboard/user-adoption	Returns user activity metrics	date_range: 7 days	Metrics API
4	Test API response time	Response time < 500ms for critical operations	Performance threshold	Speed requirement
5	Validate error handling	Returns appropriate error codes for invalid requests	Invalid org_id	Error scenarios
6	Test API authentication	Requires valid admin token for access	Valid JWT token	Security validation
7	Verify data consistency	API data matches dashboard display	Cross-validation	Data integrity

Test Case 9: Performance Under Load

Test Case ID: ONB05US01_TC_009
Title: Validate Dashboard Performance with Concurrent Admin Users
Created By: QA Team
Created Date: June 04, 2025
Version: 1.0

Classification

Module/Feature: Performance
Test Type: Performance
Test Level: System
Priority: P2-High
Execution Phase: Performance
Automation Status: Manual

Enhanced Tags

Tags: MOD-Performance, P2-High, Phase-Performance, Type-Performance, Platform-Web, Report-Engineering, Customer-Enterprise, Risk-Medium, Business-High.
Addtional Tags: Auth-Services, AX-Services, Database, Cross-Module

Performance Baseline

Dashboard load time: <3 seconds
Concurrent users: Up to 50 admins
Memory usage: <512MB per session

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Load dashboard with single user	Page loads in <3 seconds	1 admin user	Baseline performance
2	Simulate 10 concurrent admin logins	All users load dashboard successfully	10 concurrent sessions	Moderate load
3	Test with 25 concurrent users	System maintains <3 second load time	25 concurrent sessions	Higher load
4	Monitor memory usage	Memory usage remains <512MB per session	Resource monitoring	System resources
5	Test real-time updates with load	Metrics update for all users simultaneously	Live data updates	Concurrent updates
6	Verify database connection pool	No connection timeouts under load	DB connection monitoring	Backend stability
7	Test graceful degradation	System maintains core functionality	Peak load conditions	Resilience testing

Test Case 10: Error Handling and Recovery

Test Case ID: ONB05US01_TC_010
Title: Validate Error Handling for Network and System Failures
Created By: QA Team
Created Date: June 04, 2025
Version: 1.0

Classification

Module/Feature: Error Handling
Test Type: Negative
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags

Tags: MOD-ErrorHandling, P2-High, Phase-Regression, Type-Negative, Platform-Web, Report-QA, Customer-All, Risk-Medium, Business-High.
Additonal Tags: Auth-Services, RX-Services, API, Database, Cross-Module

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Disconnect network during dashboard load	Shows appropriate offline message	Network interruption	Connectivity failure
2	Reconnect network	Dashboard recovers and loads data	Network restored	Recovery capability
3	Simulate API service unavailability	Displays service maintenance message	API down scenario	Service failure
4	Test with corrupted session data	Redirects to login with clear message	Invalid session	Session handling
5	Upload malformed data file	Shows validation errors, prevents processing	corrupted_data.csv	Data validation
6	Test browser crash recovery	Returns to dashboard state after restart	Browser restart	State persistence
7	Verify error logging	All errors logged for troubleshooting	Error log analysis	Debugging support

Test Execution Matrix

Browser/Device Combinations

Test Case	Chrome Latest (Desktop)	Mobile Chrome	Edge Latest
TC_001-010	✓ Primary	✓ Secondary	✓ Validation

Environment Execution

Phase	Environment	Test Cases	Execution Frequency
Smoke	Staging	TC_001, TC_004, TC_008	Every build
Regression	Staging	TC_002, TC_003, TC_005, TC_007, TC_010	Weekly
Acceptance	Production-like	TC_006	Pre-release
Performance	Load Test Env	TC_009	Monthly

Test Suite Definitions

Smoke Test Suite (Critical Path)

Test Cases: TC_001, TC_004, TC_008
Execution Time: ~20 minutes
Purpose: Validate core functionality after deployments
Automation Status: High priority for automation

Regression Test Suite (Feature Validation)

Test Cases: TC_002, TC_003, TC_005, TC_007, TC_010
Execution Time: ~2 hours
Purpose: Comprehensive feature testing before releases
Automation Status: Partial automation planned

Full Test Suite (Complete Coverage)

Test Cases: All TC_001-010
Execution Time: ~4 hours
Purpose: Complete validation for major releases
Automation Status: Mixed manual/automated approach

API Test Collection (Critical Importance ≥7)

High Priority API Tests

Organization Setup Progress API - Importance: 9/10
User Adoption Metrics API - Importance: 8/10
Security Activity Logging API - Importance: 9/10
Authentication/Authorization API - Importance: 10/10

Performance Benchmarks

Metric	Target	Critical Threshold
Dashboard Load Time	<3 seconds	<5 seconds
API Response Time	<500ms	<1 second
Concurrent Users	50 users	100 users
Memory Usage	<512MB/session	<1GB/session
Database Query Time	<200ms	<500ms

Integration Test Map

External Dependencies

Authentication Service - Login/logout functionality
Progress Tracking Engine - Weighted calculation service
Metrics Collection Service - User adoption and security data
File Processing Service - Data upload and validation
Subscription Management API - Plan details and limitations

Internal Dependencies

User Management System - Role-based access control
Organization Database - Setup configuration storage
Audit Logging System - Security activity tracking
Notification Service - Real-time update delivery

Coverage Analysis

Acceptance Criteria Coverage: 100%

✅ Progress percentages display accurately
✅ Visual task indicators (checkmarks, pending)
✅ Setup button enablement logic
✅ Active user count display
✅ Security activity breakdown
✅ Login attempt tracking
✅ Subscription information display
✅ Role-based access control
✅ Real-time metric updates

Business Rules Coverage: 100%

✅ Weighted progress calculation (Organization: 40%/30%/30%)
✅ Utility setup weighting (6 different percentages)
✅ Daily active user definition
✅ Trial plan limitations (2 users, 30 days, 5GB)

User Journey Coverage: 100%

✅ New admin onboarding flow
✅ Ongoing setup management
✅ Security monitoring workflow
✅ Subscription evaluation process

This comprehensive test suite provides complete coverage of the System Admin Dashboard functionality with appropriate prioritization, realistic test data, and proper traceability to business requirements.