Step

Action

Expected Result

Test Data

Comments

1

Navigate to User Management from main menu

User Management Dashboard loads successfully

N/A

Verify menu item exists

2

Verify dashboard title and description

"User Management" title and subtitle displayed

N/A

Check text content

3

Verify statistics cards display

All 5 cards show: Total Users, Active Users, Inactive Users, Pending Users, Expired Invitations

Sample: 12, 7, 2, 2, 0

Verify numbers and percentages

4

Check growth percentages on cards

Percentage changes displayed with appropriate colors

+12%, +8%, -3%, +5%, -2%

Green for positive, red for negative

5

Verify search bar presence

Search field with placeholder "Search users..."

N/A

Check placeholder text

6

Verify filter and add user buttons

"Filters" dropdown and "Add User" button visible

N/A

Check button accessibility

Step

Action

Expected Result

Test Data

Comments

1

Count users in each status from database

Get actual counts for verification

Status counts from DB

Background verification

2

Load User Management Dashboard

Dashboard displays with statistics cards

N/A

Primary test

3

Verify Total Users calculation

Total = Active + Inactive + Pending Users

Formula validation

Excludes expired invitations

4

Verify Active Users count

Matches users with "Active" status

Active user count

Check against DB

5

Verify Inactive Users count

Matches users with "Inactive" status

Inactive user count

Check against DB

6

Verify Pending Users count

Matches users with "Invited" status

Pending user count

Check against DB

7

Verify Expired Invitations count

Matches expired invitation records

Expired count

Separate from total users

Step

Action

Expected Result

Test Data

Comments

1

Navigate to Users section

User table displays with all columns

N/A

Default view

2

Verify table headers

Headers: User, Department, Role, Status, Last Login, Actions

Column names

Check spelling and order

3

Click on "User" column header

Table sorts alphabetically by user name

Sample users: Alice, Bob, John

Ascending sort first

4

Click "User" header again

Table sorts in reverse alphabetical order

John, Bob, Alice

Descending sort

5

Click "Department" column header

Table sorts by department name

Administration, Billing, IT

Alphabetical department sort

6

Click "Status" column header

Table sorts by status

Active, Inactive, Invited

Status priority order

7

Verify user information display

Each row shows complete user details

Name, email, department, role, status

Data accuracy check

Step

Action

Expected Result

Test Data

Comments

1

Locate user with "Active" status

Green indicator with "Active" text

John Doe - Active

Color verification

2

Locate user with "Inactive" status

Gray/Red indicator with "Inactive" text

Robert Johnson - Inactive

Color verification

3

Locate user with "Invited" status

Blue indicator with "Invited" text

Sarah Brown - Invited

Color verification

4

Locate user with "Expired" status

Red indicator with "Expired" text

Michael Wilson - Expired

Color verification

5

Hover over status indicators

Tooltip explains status meaning

Status definitions

Tooltip content

6

Verify color consistency

Same status uses same color across users

Multiple users per status

Consistency check

Step

Action

Expected Result

Test Data

Comments

1

Click in search field

Cursor appears, placeholder text visible

"Search users..."

Field activation

2

Type partial name

Results filter to matching names

"John" → John Doe

Partial match

3

Clear search, type full name

Exact match displayed

"Jane Smith" → Jane Smith

Full name match

4

Clear search, type email address

User with matching email shown

"john.doe@example.com"

Email search

5

Type partial email

Results filter to matching emails

"jane.smith" → jane.smith@example.com

Partial email

6

Type non-existent name

"No users found" message displayed

"XYZ123" → No results

No match scenario

7

Clear search field

All users displayed again

Empty search

Reset functionality

Step

Action

Expected Result

Test Data

Comments

1

Click "Filters" dropdown

Filter panel opens with options

N/A

Panel display

2

Click "Department" filter section

Department checkboxes displayed

All departments listed

Expand department

3

Select "Administration" checkbox

Filter shows Administration users only

Users from Administration

Single selection

4

Select "IT" checkbox additionally

Shows users from both departments

Administration + IT users

Multi-selection

5

Unselect "Administration"

Shows only IT department users

IT users only

Deselection

6

Click "Apply Filters"

Filter applied to user list

Filtered results

Apply action

7

Verify filter badge display

Active filter count shown

"1 filter applied"

Filter indicator

Step

Action

Expected Result

Test Data

Comments

1

Open Filters dropdown

Filter panel accessible

N/A

Panel access

2

Expand "Role" filter section

Role checkboxes displayed

All system roles listed

Role options

3

Select "System Admin" checkbox

Shows only System Admin users

System Admin users

Single role filter

4

Add "Utility Administrator" selection

Shows both admin types

Admin users

Multiple role filter

5

Add "Meter Manager" selection

Shows all three role types

Manager + Admin users

Extended selection

6

Apply role filters

User list updates accordingly

Filtered user list

Apply filters

7

Clear all role filters

All users displayed

Full user list

Clear functionality

Step

Action

Expected Result

Test Data

Comments

1

Access Status filter in dropdown

Status options displayed

Active, Inactive, Invited, Expired

All status types

2

Select "Active" status only

Shows only active users

Active users list

Single status

3

Add "Invited" status selection

Shows active and invited users

Active + Invited users

Multi-status

4

Apply status filter

List updates with filtered results

Filtered by status

Apply action

5

Verify status count accuracy

Filter results match expected count

Count verification

Accuracy check

6

Combine with other filters

Multiple filter types work together

Status + Department

Combined filtering

Step

Action

Expected Result

Test Data

Comments

1

Click "Add User" button

Modal dialog opens with form

N/A

Modal display

2

Verify modal title

"Add New User" title displayed

N/A

Title verification

3

Check form fields presence

Name, Email, Department, Role fields visible

Required fields

Field layout

4

Verify field labels and placeholders

Proper labels and placeholder text

"Enter full name", "Enter email address"

Label accuracy

5

Check required field indicators

Asterisks or visual indicators for required fields

Name*, Email*, Department*, Role*

Required markers

6

Verify action buttons

"Cancel" and "Create User" buttons present

N/A

Button availability

7

Click "Cancel" button

Modal closes without saving

N/A

Cancel functionality

Step

Action

Expected Result

Test Data

Comments

1

Open Add User modal

User creation form displayed

N/A

Form access

2

Select "Administration" department

Department selected successfully

Administration Department

Department selection

3

Click Role dropdown

Only Administration roles displayed

Utility Administrator

Role filtering

4

Change to "Customer Service" department

Role dropdown updates automatically

Customer Service Department

Department change

5

Verify Customer Service roles

Appropriate roles displayed

CSO Manager, Customer Executive, Call Center Rep, Recovery Executive

Role options

6

Select "Metering" department

Metering-specific roles shown

Metering Department

Another department

7

Verify Metering roles

Correct roles for Metering department

Meter Manager, Meter Supervisor, Meter Reading Supervisor, Meter Reader, Validator

Role validation

Step

Action

Expected Result

Test Data

Comments

1

Open Add User modal

Form ready for input

N/A

Setup

2

Enter valid full name

Name accepted in field

"Thomas Anderson"

Valid name

3

Enter valid email address

Email accepted in field

"thomas.anderson@utilityco.com"

Valid email

4

Select department

Department selected successfully

"IT"

Valid department

5

Select appropriate role

Role selected from department options

"System Admin (IT Director)"

Valid role

6

Click "Create User" button

User creation initiated

N/A

Submit action

7

Verify success message

Success notification displayed

"User created successfully"

Confirmation

8

Verify user in list

New user appears in user list

Thomas Anderson entry

List update

9

Check user status

New user has "Invited" status

Status: Invited

Default status

Step

Action

Expected Result

Test Data

Comments

1

Open Add User modal

Form displayed with empty fields

N/A

Initial state

2

Click "Create User" without filling fields

Validation errors displayed

N/A

Empty form validation

3

Verify name field error

"Name is required" error message

Empty name field

Name validation

4

Verify email field error

"Email is required" error message

Empty email field

Email validation

5

Verify department field error

"Department is required" error message

No department selected

Department validation

6

Verify role field error

"Role is required" error message

No role selected

Role validation

7

Fill name only, submit

Other field errors persist

"John Smith"

Partial completion

8

Verify form doesn't submit

User creation blocked by validation

N/A

Submission prevention

Step

Action

Expected Result

Test Data

Comments

1

Open Add User modal

Form ready for input

N/A

Setup

2

Enter invalid email format

Email field shows validation error

"invalid-email"

No @ symbol

3

Try email without domain

Validation error displayed

"user@"

Incomplete domain

4

Try email without TLD

Validation error displayed

"user@domain"

Missing TLD

5

Enter spaces in email

Validation error displayed

"user @domain.com"

Spaces not allowed

6

Enter special characters

Validation error for invalid chars

"user$%@domain.com"

Invalid characters

7

Enter valid email format

Email accepted without error

"valid.user@company.com"

Valid format

8

Verify submission with valid email

Form can be submitted

Complete valid form

Successful validation

Step

Action

Expected Result

Test Data

Comments

1

Note existing user email

Record email for duplication test

"john.doe@example.com"

Existing email

2

Open Add User modal

Form displayed

N/A

Form access

3

Fill all required fields

Complete form with valid data

Name, dept, role

Valid data

4

Enter existing email address

Email field accepts input initially

"john.doe@example.com"

Duplicate email

5

Submit form

Validation error displayed

N/A

Duplicate detection

6

Verify error message

"Email already exists" or similar message

Error message

Duplicate prevention

7

Change to unique email

Form accepts new email

"new.user@example.com"

Unique email

8

Submit with unique email

User creation succeeds

N/A

Successful creation

Step

Action

Expected Result

Test Data

Comments

1

Locate active user in list

Find user with "Active" status

John Doe - Active

Starting state

2

Click edit icon for user

User edit panel/modal opens

N/A

Edit access

3

Navigate to Status section

Status change options displayed

Current: Active

Status interface

4

Select "Inactive" from dropdown

Status selection updated

Change to: Inactive

Status change

5

Click "Save Changes"

Status update processed

N/A

Save action

6

Verify status change in list

User status shows "Inactive"

John Doe - Inactive

Status updated

7

Verify status indicator color

Status shows appropriate color (gray/red)

Visual indicator

Color change

8

Verify dashboard statistics update

Inactive user count increases by 1

Statistics refresh

Count update

Step

Action

Expected Result

Test Data

Comments

1

Locate invited user in list

Find user with "Invited" status

Sarah Brown - Invited

Starting state

2

Access user edit functionality

Edit interface opens

N/A

Edit access

3

Change status to "Active"

Status update option selected

Change to: Active

Status change

4

Save status change

Update processed successfully

N/A

Save action

5

Verify status in user list

Status shows "Active" with green indicator

Sarah Brown - Active

Status updated

6

Check dashboard statistics

Active count +1, Pending count -1

Dashboard refresh

Statistics update

7

Verify "Last Login" field

Shows appropriate value for new active user

"Never logged in" or date

Login tracking

Step

Action

Expected Result

Test Data

Comments

1

Locate user with expired invitation

Find user with "Expired" status

Michael Wilson - Expired

Expired user

2

Verify status indicator appearance

Red indicator with "Expired" text

Visual verification

Status display

3

Access user edit options

Edit functionality available

N/A

Edit access

4

Check available status transitions

Can change to Active or resend invitation

Status options

Available transitions

5

Select "Resend Invitation" option

Invitation resend initiated

N/A

Resend action

6

Verify status change to "Invited"

Status updates from Expired to Invited

Michael Wilson - Invited

Status transition

7

Check dashboard statistics

Expired count -1, Pending count +1

Statistics update

Count changes

Step

Action

Expected Result

Test Data

Comments

1

Create new user with valid details

User creation successful

"newuser@testdomain.com"

User creation

2

Verify invitation email sent

Email notification triggered

Postmark template used

Email trigger

3

Check email recipient

Email sent to correct address

newuser@testdomain.com

Recipient verification

4

Verify email template usage

Postmark User invitation template used

Template ID: 32926120

Template verification

5

Check email subject line

Appropriate subject for invitation

"Invitation to join [System Name]"

Subject check

6

Verify email content includes

User name, login instructions, password setup link

User-specific content

Content verification

7

Check password setup link expiry

Link expires after 3 days

3-day expiration

Link validity

Step

Action

Expected Result

Test Data

Comments

1

Create new user

User created with "Invited" status

Test user account

Setup

2

Note invitation email timestamp

Record when invitation was sent

Email timestamp

Time tracking

3

Wait for 3 days (or simulate)

Time passes for expiration

72+ hours elapsed

Time simulation

4

Check user status in system

Status automatically changes to "Expired"

Status: Expired

Auto-expiration

5

Verify dashboard statistics update

Expired Invitations count increases

Count update

Statistics refresh

6

Attempt to use expired link

Link shows expiration message

"Link has expired"

Link validation

7

Verify resend invitation option

Admin can resend invitation

Resend functionality

Recovery option

Step

Action

Expected Result

Test Data

Comments

1

Locate user for editing

Find existing user

John Doe

Target user

2

Click edit icon in Actions column

User edit interface opens

N/A

Edit access

3

Modify user name

Name field allows editing

Change to "Johnathan Doe"

Name change

4

Update email address

Email field accepts new address

"johnathan.doe@example.com"

Email update

5

Change department

Department dropdown allows selection

Change to "Customer Service"

Department change

6

Update role based on new department

Role options update for new department

Select "CSO Manager"

Role update

7

Save changes

Updates processed successfully

N/A

Save action

8

Verify changes in user list

Modified information displayed

Updated user details

Change verification

Step

Action

Expected Result

Test Data

Comments

1

Access user edit for existing user

Edit interface available

Jane Smith - Customer Service

Starting point

2

Change department to "Billing"

Department updated successfully

Billing Department

Dept change

3

Verify role options update

Only Billing roles available

Billing Manager, Billing Specialist

Role filtering

4

Select inappropriate role manually

System prevents invalid selection

N/A

Validation check

5

Select valid Billing role

Role selection accepted

Billing Manager

Valid selection

6

Save role and department changes

Updates processed

N/A

Save changes

7

Verify role-department consistency

User has valid role for department

Jane Smith - Billing - Billing Manager

Consistency check

Step

Action

Expected Result

Test Data

Comments

1

Start performance timer

Timer initiated

N/A

Performance measurement

2

Navigate to User Management

Dashboard begins loading

N/A

Navigation action

3

Measure time until full dashboard load

Complete load within 3 seconds

< 3 seconds

Performance target

4

Verify all statistics cards loaded

All 5 cards display with data

Statistics visible

Content loaded

5

Check user list rendering time

User list appears within load time

< 2 seconds

List performance

6

Measure total page render time

Complete page ready for interaction

< 3 seconds total

Overall performance

7

Verify no performance degradation

Consistent load times across sessions

Multiple loads

Consistency check

Step

Action

Expected Result

Test Data

Comments

1

Load system with 1000+ users

System populated with test data

1000 user records

Data setup

2

Start search timer

Performance measurement begins

N/A

Timer start

3

Enter search term

Search initiated

"John"

Common search term

4

Measure search response time

Results returned within 500ms

< 500ms

Performance target

5

Verify result accuracy

Correct matching users displayed

All "John" users

Result validation

6

Test multiple search terms

Consistent performance across searches

Various terms

Performance consistency

7

Test complex search queries

Performance maintained for complex searches

Email searches

Complex queries

Step

Action

Expected Result

Test Data

Comments

1

Load user management with full dataset

Page loaded with all users

1000+ users

Full dataset

2

Open filters dropdown

Filter panel opens quickly

< 1 second

Panel response

3

Select multiple department filters

Filters apply within 1 second

3+ departments

Multi-selection

4

Add role filters to existing selection

Combined filters apply quickly

Multiple roles

Combined filtering

5

Apply all selected filters

Results update within 1 second

< 1 second

Filter application

6

Clear all filters

Reset to full list quickly

< 1 second

Reset performance

7

Verify no performance degradation

Consistent filter performance

Multiple operations

Consistency

Step

Action

Expected Result

Test Data

Comments

1

Open Chrome browser

Browser launches successfully

Chrome Latest

Browser setup

2

Navigate to User Management

Dashboard loads correctly

N/A

Basic functionality

3

Test user creation flow

Add user modal works properly

New user data

Core feature

4

Verify search functionality

Search works as expected

Search terms

Search testing

5

Test filter operations

Filters apply correctly

Filter combinations

Filter testing

6

Check status change operations

Status updates work properly

Status changes

Status management

7

Verify visual consistency

UI appears as designed

N/A

Visual verification

Step

Action

Expected Result

Test Data

Comments

1

Open Firefox browser

Browser launches successfully

Firefox Latest

Browser setup

2

Navigate to User Management

Dashboard loads correctly

N/A

Basic functionality

3

Test dropdown interactions

Department/role dropdowns work

Dropdown selections

Firefox-specific

4

Verify modal dialog behavior

Add user modal functions properly

User creation

Modal testing

5

Test table sorting functionality

Column sorting works correctly

Sort operations

Table interactions

6

Check form validation

Validation messages display properly

Invalid inputs

Validation testing

7

Verify overall functionality parity

Same features work as in Chrome

Feature comparison

Parity check

Step

Action

Expected Result

Test Data

Comments

1

Open Safari browser

Browser launches successfully

Safari Latest

Browser setup

2

Navigate to User Management

Dashboard loads correctly

N/A

Basic functionality

3

Test Safari-specific interactions

All interactive elements work

Various interactions

Safari testing

4

Verify CSS rendering

Visual appearance matches design

N/A

Visual consistency

5

Test form submissions

User creation and updates work

Form operations

Form testing

6

Check JavaScript functionality

All dynamic features work

Interactive features

JS compatibility

7

Verify no Safari-specific issues

No browser-specific bugs

Full functionality

Issue verification

Step

Action

Expected Result

Test Data

Comments

1

Open Edge browser

Browser launches successfully

Edge Latest

Browser setup

2

Navigate to User Management

Dashboard loads correctly

N/A

Basic functionality

3

Test Edge-specific features

All features work in Edge

Various features

Edge testing

4

Verify Chromium compatibility

Same behavior as Chrome-based

Feature comparison

Chromium base

5

Test Microsoft integrations

No conflicts with Edge features

N/A

Integration testing

6

Check performance in Edge

Performance meets standards

Performance metrics

Performance check

7

Verify complete functionality

All features work correctly

Full test suite

Comprehensive check

Step

Action

Expected Result

Test Data

Comments

1

Open Add User modal

Form ready for input

N/A

Setup

2

Enter name with apostrophe

Name accepted correctly

"O'Connor"

Apostrophe test

3

Enter name with hyphen

Name accepted correctly

"Mary-Jane Smith"

Hyphen test

4

Enter name with accent marks

Name accepted correctly

"José García"

Accent test

5

Enter name with periods

Name accepted correctly

"Jr. Robert Smith"

Period test

6

Try name with numbers

Validation error or acceptance

"John Smith 2nd"

Number test

7

Try name with special symbols

Appropriate validation response

"John@Smith"

Symbol test

8

Complete user creation

User created with special characters

Valid special char name

Creation success

Step

Action

Expected Result

Test Data

Comments

1

Open Add User modal

Form displayed

N/A

Setup

2

Enter very long name

Field handles appropriately

100+ character name

Name length test

3

Enter very long email

Email validation or truncation

100+ character email

Email length test

4

Check field behavior at limits

Proper handling of max length

Boundary values

Boundary testing

5

Verify error messages

Clear messages for length violations

Length error messages

Error messaging

6

Test with maximum allowed length

Fields accept max valid length

Max valid inputs

Maximum validation

7

Attempt submission with long data

Appropriate validation response

Long data submission

Submission validation

Step

Action

Expected Result

Test Data

Comments

1

Open two browser sessions

Both sessions access user management

Admin1, Admin2

Multi-session setup

2

Admin1 starts editing user

User edit in progress

John Doe edit

First edit

3

Admin2 attempts to edit same user

Appropriate handling of concurrent edit

Same user edit

Concurrent access

4

Admin1 saves changes

Changes saved successfully

Updated user data

First save

5

Admin2 attempts to save

Conflict detection or handling

Conflicting changes

Conflict resolution

6

Verify data consistency

Final user state is consistent

Valid final state

Data integrity

7

Check for lost updates

No data loss in concurrent operations

All valid changes

Update verification

Step

Action

Expected Result

Test Data

Comments

1

Start user creation process

Form ready for submission

Complete user data

Setup

2

Simulate network disconnection

Network unavailable during submission

N/A

Network simulation

3

Attempt to submit form

Appropriate error message displayed

Network error message

Error handling

4

Reconnect network

Network restored

N/A

Network restoration

5

Retry form submission

Submission succeeds after reconnection

User creation success

Retry functionality

6

Test other operations with network issues

Consistent error handling

Various operations

Comprehensive testing

7

Verify no data corruption

Data remains consistent

Data integrity check

Corruption prevention

Step

Action

Expected Result

Test Data

Comments

1

Login as System Admin

Full access to user management

System Admin credentials

Admin access

2

Verify all functionality available

Can create, edit, delete users

All operations

Full permissions

3

Login as Utility Administrator

Access to user management granted

Utility Admin credentials

Utility access

4

Check available operations

Can perform user management tasks

User operations

Permission verification

5

Test with unauthorized role

Access denied or limited functionality

Lower-level user

Access restriction

6

Verify permission enforcement

System enforces role restrictions

Role-based limits

Permission enforcement

7

Check audit trail

User actions logged appropriately

Action logging

Audit verification