Workflow Engine Management and Test Plans

How To Manage Workflow Engine Mailbox

How to create new mailbox

• Go to Settings -> Workflow Engines -> Workflow Engines Mailboxes
  
  
  
  
  
   
• Click Create New Workflow Engine Mailbox
  
  
   
• Enter name, select type, enter host, port, check user SSL(optional), enter the username and password
• Click Create
• A new workflow engine mailbox is created
  
  

How to edit/view details/delete a mailbox

• Go to Settings >> WorkflowEngines >> Workflow Engines Mailboxes
• Click Edit/View Details/Delete button on the row you want
  
  

57 - Test plan manage the mail box (PASS)

What are we testing

• Testing for managing the mailbox

Assumptions

• Login as CRM admin successfully

Requirements

#	Test Steps	Expected Result	Actual Result	Test By (use @)	Date	Notes
1	Go to Settings >> WorkflowEngines >> Workflow Engines Mailboxes	List of mailboxes appears	Pass	Belinda Sharp (Unlicensed)	06 Aug 2016
2	Click Create New Workflow Engine Mailbox	Create screen for mailbox appears	Pass	Belinda Sharp (Unlicensed)	06 Aug 2016
4	Enter name, select type, enter host, port, check user SSL(optional), enter the username, password Click Create	Create successfully	Pass	Belinda Sharp (Unlicensed)	06 Aug 2016
5	Click the Edit icon on a row in the list of mailbox	Edit screen appears	Pass	Belinda Sharp (Unlicensed)	06 Aug 2016
6	Click Save	Update mailbox successfully	Pass	Belinda Sharp (Unlicensed)	06 Aug 2016
7	Click the View Details icon on a row in the list of mailbox	The Details screen appears correctly	Pass	Belinda Sharp (Unlicensed)	06 Aug 2016
8	Click the Delete icon on a row in the list of mailbox	Details screen appears with a message to confirm deleting	Pass	Belinda Sharp (Unlicensed)	06 Aug 2016
9	Click OK	If the mailbox doesn't have related data => Delete successfully If the mailbox has related data => Show an error message	Pass	Belinda Sharp (Unlicensed)	06 Aug 2016

How To Manage Workflow Engine Type

How to create a new mailbox

• Go to Settings >> WorkflowEngines >> Workflow Engines Types
  
  
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• Click Create New Workflow Engine Type
  
  
   
• Select the task, enter a name, enter a description, enter the email to
• Enter the workflow tag, select the mailbox, enter the email forward, select the workflow engine save table to store the workflow engine information
• Select an email from storage, select email subject storage, select email body storage, and check active(optional)
• New workflow engine type created
  
  

How to edit/view details/delete a workflow engine type

• Go to Settings >> WorkflowEngines >> Workflow Engines Types
• Click the Edit/View Details/Delete button on the row you want
  
  

How to assign Workflow Engine to Course

• Open Edit Course in BMS

• Select the type of Workflow Engine Type for Simple Storage (Questions) and Assignment.

55 - Test plan manage the workflow engine type (PASS)

Target release	9.0
Epic
JIRA issue
Document status	DRAFT
Document owner	Phung Dinh (Unlicensed)
Developers	Minh Nguyen (Unlicensed)
Enter your name

(Use @ above to add someone by name)

What are we testing

• Testing for managing workflow engine type

Assumptions

• Login as CRM admin successfully

Requirements

#	Test Steps	Expected Result	Actual Result	Test By (use @)	Date	Notes
1	Go to Settings >> WorkflowEngines >> Workflow Engines Types	List of workflow engine types appears	Pass	Belinda Sharp (Unlicensed)	01 Feb 2017
2	Click Create New Workflow Engine Type	Create screen for type appears	Pass	Belinda Sharp (Unlicensed)	01 Feb 2017
4	Select the task, enter a name, enter a description, enter email to, Enter the workflow tag, select the mailbox, enter the email forward, select the workflow engine save table to store the workflow engine information Select email from storage, select email subject storage, select email body storage, and check active(optional) Click Create	Create successfully	Pass	Belinda Sharp (Unlicensed)	01 Feb 2017
5	Click the Edit icon on a row in the list of mailbox	Edit screen appears	Pass	Belinda Sharp (Unlicensed)	01 Feb 2017
6	Click Save	Update workflow engine type successfully	Pass	Belinda Sharp (Unlicensed)	01 Feb 2017
7	Click the View Details icon on a row in the list of workflow engine type	The details screen appears correctly	Pass	Belinda Sharp (Unlicensed)	01 Feb 2017
8	Click the Delete icon on a row in the list of workflow engine type	Details screen appears with a message to confirm deleting	Pass		01 Feb 2017
9	Click OK	If workflow engine type doesn't have related data => Delete successfully If workflow engine type has related data => Show error message	Pass	Belinda Sharp (Unlicensed)	01 Feb 2017

How To Manage Workflow Engine Ticket

Overview

This shows how ticket admins can manage the tickets submitted by users

• Ticket Listing page
• Create a Ticket
• View Ticket details
• Reply to Tickets
• Delete a ticket
• Re-assign a ticket
• Resolve/Reopen a ticket
• Merge tickets
• Lock a ticket

How to view the tickets list and search for tickets

• Go to CRM Portal>> Tickets >> Ticket Listing
  >> List all the tickets that are created on CRM/Student/Tutor portal or come or the emails that are sent to Assignments & Questions workflow engine types
• In the Search region >> You can search Tickets by
  • Keyword (Contact Name/Email contains the keyword)
  • Workflow engine type
  • Status (Resolved or Not) - Unresolved is the default

How to change the status of a ticket

• Go to CRM Portal>> Tickets >> Ticket Listing
  
  
• Click on the Edit icon
  
  
• Select the status that you want to change
  
  
• Click Save
  
  

How to view detail of a ticket

• Go to CRM Portal >> Tickets >> Ticket Listing
• Click on the View Details icon to the left of a ticket
  
  

• Two situations that can happen:
  • If the ticket is an assignment >> go to the CRM/Student assignment details page
  • If not, go to the ticket details page
    
    

• • Ticket info on the top
  • Next to ticket logs
    • The last log is open as default
    • Click on the log subject to open or close a log
  • Per the ticket log, the admin will receive will have two button reply and forward

How to reply to a ticket

• Go to CRM Portal >> Tickets >> Ticket Listing
• Click on the Reply icon to the left of a ticket
• You can only reply to question tickets

• Go to the ticket details page and automatically scroll to the bottom
• Click on the ticket log item that the admin received and click on the Reply button
  
  

• Compose the ticket content
• You can use the pre-defined Canned responses on the right
• You can also add a ticket content to canned responses for further use by checking on Add To Canned Responses check box and choosing the Canned response Type
• And click on the Reply button

How to forward a ticket

• Go to CRM Portal >> Tickets >> Ticket Listing
• Click the View Details icon
  
  
• Click on the Question Subject that has the received icon >> Click the forward button to open the forward modal window
  • Select the tutor, enter the message if the message that admin received from a student
    
    
  • Preselect the student, enter the message that the admin received from the tutor.
    
    
  Click Send

How to delete a ticket

• Go to CRM Portal >> Ticket Listing
• Two situations can happen:
  • If the ticket has an assignment type
    • If this assignment has only one history (is very after submitted by the student) >> Go to /wiki/spaces/ANFBMS/pages/28737748 (the ticket will also be deleted)
    • If the assignment has more than one history
      >> A tooltip is shown when hovering on the delete icon and cannot delete the assignment
      
      

• • If not
    • If the ticket has more than one logs
      >> A tooltip is shown when hovering on the delete icon and cannot delete the ticket
      
      

• • • If the ticket has only one log
      >> Go to ticket detail page and a popup message will be displayed

• • • Click on the OK button on the pop-up to confirm delete
    • You can also click on the Delete button on the top right corner of the ticket details page to delete a ticket

How to reassign a ticket

• Go to CRM Portal >> Ticket Listing
• You can only reassign a ticket if the ticket has only one log.

• Click on the Reassign icon to the left of a ticket
• The assigned ticket pop-up is open

• Select the workflow engine type
• Click on the Assign/Question button to reassign
• You can also click on the Reassign button on the top right corner of the ticket details page to reassign it. This button is only displayed if the ticket can be reassigned

How to mark a ticket as resolved or reopen it

• Go to CRM Portal >> Ticket Listing
• Click on Mark as Resolved icon to the left of a ticket that is open in order to resolve it.

• Click on Reopen icon to the left of a ticket that is already resolved to reopen it.

• You can also click on the Mark as resolved/Reopen button on the top right corner of the ticket details page to resolve/reopen it.

How to merge tickets

• Go to CRM Portal >> Ticket Listing
• Click on the Merge to existing ticket icon to the left of a ticket
• The condition for merging:
  • The source and the target tickets must have the same type (or the source ticket has NO type - in this case, it can be merged into a ticket with any type)
  • Both tickets are NOT assignments. If you want to merge assignments please follow How to Add or Replace Assignment
  • Both must belong to the same Contact
  • And certainly, they have different IDs

• The merge ticket popup will be displayed

• Enter something about the ID, ticket subject or contact email of a ticket to filter the tickets and pick a target ticket
• Click on the Merge button to merge the source ticket with the target ticket
• After merging the target ticket will contain all logs of both tickets and the source ticket is deleted

How to lock a ticket

This function is to prevent multiple staff working on a ticket on the CRM portal simultaneously.

When a ticket is reviewing (go to ticket details page) by a staff, on the listing page there is a lock icon displayed on the left of the ticket, other function ions are hidden except detail icon

And when going to the detail page of this ticket, you cannot do anything with the ticket. On the top right corner of the details page, the message "Ticket is reviewed by ..." is displayed instead of function buttons

How To Manage Canned Response

Who needs this documentation?

This how-to is for a staff (admin) who wants to manage (CRUD) the Canned Response

How to view the Canned response list

• Go to CRM Portal>> Canned Responses

How to create a new Canned Response

• Go to CRM Portal>> Canned Responses
• Click on Create New Canned Response button

• Enter the Content (Required)
• Select Canned response type (Optional)
• And click on Create button
  
  
• The new Canned Response is created successfully
  

How to Edit/View Detail/Delete a Canned response

• Go to CRM Portal>> Canned Responses
• Click on Edit/View Detail/Delete icon to the left of a canned response

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61 - Test Plan Merge Workflow Engine Ticket (PASS)

Target release
Epic
JIRA issue
Document status	LIVE
Document owner	Sang Nguyen (Unlicensed)
Developers	Sang Nguyen (Unlicensed)
Enter your name

(Use @ above to add someone by name)

What are we testing

• Testing the Merging Workflow engine ticket function

Background and strategic fit

• Merge a source ticket with a target ticket
• Both do NOT have assignment type

Assumptions

• Log in as administrator successfully
• Go to CRM portal >> Ticket listing page

Requirements

Test the merging function

Description	Test Steps	Expected Result	Notes	Actual Result	Test By (use @)	Date	Notes
1	Test the merge icon is displayed correctly	On the ticket listing page	The merge icon is only displayed to the left of a ticket if that ticket is NOT assignment	Pass	Belinda Sharp (Unlicensed)	04 Aug 2016
2	Test the merging pop-up	On the ticket listing page >> Click on a Merge to existing Ticket icon of a source ticket	The Merge ticket pop-up is displayed #1 If the source ticket has a Questions type, the header of the popup is "Merge Questions Ticket" #2 If the source ticket has no type, the header of the popup is "Merge Ticket"	Pass	Belinda Sharp (Unlicensed)	04 Aug 2016	Pass to: #1 Fail: #2 - contradicts above - should not appear assignment type ticket. Fail: #3 can not create a ticket with no type to test? --------- Hi, Belinda Sharp (Unlicensed), About #2, now we do NOT allow creating assignment tickets anymore. And we also update the merge function, now we cannot merge assignment tickets. About #3, when a NON-student sends an email to the assignment mailbox, the created ticket will have NO type. Hope to see your response soon. Thanks! All looking good thanks,Toan Duong Manh (Unlicensed). What was the reason that the merge was moved from assignment tickets? What if a student sends their assignments across two emails? Sorry, I am struggling to recall or find the history of this. Thanks, Bee Hi, Belinda Sharp (Unlicensed), For the assignment, we have a merge assignment function. You can see more here: /wiki/spaces/ANFBMS/pages/28737748 Thanks!
3	Test the choosing target ticket	On the merge ticket pop-up >> click on the To Ticket field >> Enter the Id or the ticket subject or the ticket contact email to	If there are any tickets contain the Id or the subject or have the contact email and satisfy the condition: Have the same type as the source ticket or can have any type if the source ticket has NO type NOT assignment Belong to the same contact And has a different Id than the source ticket They will be showed	Pass	Belinda Sharp (Unlicensed)	04 Aug 2016	This works well - thanks.
4	Test the merging function	Pick a target ticket from the list above Click on the Merge button on the pop-up	The pop-up closes Back to the listing page A message "Merge Workflow Engine successfully." is displayed The source ticket is deleted	Pass	Belinda Sharp (Unlicensed)	04 Aug 2016
5	Test the target ticket after merging	On the ticket listing page >> Click on the View Details icon of the target ticket	Go to the target ticket details page The target ticket logs now contain all the logs of the target and source ticket	Pass	Belinda Sharp (Unlicensed)	04 Aug 2016

Test Plan (Lock Tickets Which Are Reviewed) (PASS)

Target release
Epic
JIRA issue	ANFBMS-617 - JIRA project doesn't exist or you don't have permission to view it.
Document status	LIVE
Document owner	Hoang Vo (Unlicensed)
Developers	Hoang Vo (Unlicensed)
Enter your name

(Use @ above to add someone by name)

What are we testing

• With a team of people working on a list of tickets, there is a chance 2 people may both work on the same ticket at the same time.
• If a ticket is reviewed, then it cannot be edited by a second person.

Assumptions

• Tester has 2 admin accounts for testing (if you just have one account then log in with a second account by sorichin@gmail.com and pass: 12345678)
• Login as administrator successfully by using the first account.

Requirements

Lock Tickets Which Are Reviewed

	Test Steps (Step by Step keystrokes of the actual test)	Expected Result	Actual Result	Test By (use @)	Date	Notes
1	Go to Tickets > Ticket Listing	List of tickets appears	Pass Pass	Louise Williams (Unlicensed)	23 Jul 2016
2	Go to details of a ticket which type in question	Details screen appears	Pass Pass	Louise Williams (Unlicensed)	23 Jul 2016	Details screen appears in NEW tab - which is great!
3	User another browser (or use a new incognito window) Log in to the CRM portal by using your second admin accounts	Login successfully	Pass Pass	Louise Williams (Unlicensed)	23 Jul 2016
4	Go to Tickets > Ticket Listing	List of tickets appears	? Pass	Louise Williams (Unlicensed) Belinda Sharp (Unlicensed)	23 Jul 2016 26 Jul 2016	The ticket listing does NOT appear on my laptop - but does appear on my PC - all other listings in the CRM work fine on my laptop...??? Unable to replicate the issue with multiple browsers - must have been a connection issue but we will keep a close eye on this.
5	Find the ticket which is reviewed by the contact in step 2	This ticket appears in the grid with the lock icon	Pass Pass	Louise Williams (Unlicensed) Belinda Sharp (Unlicensed)	23 Jul 2016 26 Jul 2016
6	Hover to lock icon	A message appears to inform this ticket is reviewed by another person	Fail Pass	Louise Williams (Unlicensed) Belinda Sharp (Unlicensed)	23 Jul 2016 26 Jul 2016	Yes, it tells you that the ticket is being reviewed by someone else - but it tells you the wrong person - I was logged in as "Louise Williams" and I opened the ticked - I then used another browser to log in as "Trowbridge" and as Trowbridge, it told me that a student was reviewing the ticket. video showing replication of issue: http://screencast.com/t/YZL8shpC
7	Click the lock icon	Open in a new tab the details page of the contact who is reviewing this ticket	Pass	Belinda Sharp (Unlicensed)	26 Jul 2016
8	Go to details of this ticket	A text is displayed to inform ticket is reviewed. Can not reply, delete, merge etc..., just be able to view.	Pass	Belinda Sharp (Unlicensed)	26 Jul 2016

Release Tickets After Reviewing

	(Step by Step keystrokes of the actual test)	Expected Result	Actual Result	Test By (use @)	Date	Notes
1	Use the browser which is using your first account to login to CRM (the account which is reviewing tickets) Close all browser tab which is reviewing the ticket	Close the browser tab which is reviewing the ticket successfully	Pass	Belinda Sharp (Unlicensed)	24 Jul 2016
2	Use the browser which is using your first account to login to CRM Go to Tickets > Ticket Listing	The List of tickets appears	Pass	Belinda Sharp (Unlicensed)	24 Jul 2016
3	Find the ticket which is used for testing	This ticket appears in the grid without a lock icon	Pass	Belinda Sharp (Unlicensed)	24 Jul 2016	For some unexpected reasons, you need to wait about 1 or 2 minutes to release the ticket. Louise Williams (Unlicensed),, in most instances person who has a locked ticket, will be marked as resolved anyway so won't appear back in the list if has been completed. Will only be an issue if being passed on to someone else for further review. I think it is okay so long as we are aware of system timing so we know what is going on. What do you think?
4	Go to the details page of this ticket	Can reply, delete, merge etc...	Pass	Belinda Sharp (Unlicensed)	24 Jul 2016

Test Plan Reopen/Resolve the ticket (PASS)

Target release
Epic
JIRA issue
Document status	LIVE
Document owner	Phung Dinh (Unlicensed)
Developers	Phung Dinh (Unlicensed)
Enter your name

(Use @ above to add someone by name)

What are we testing

• Testing for mark as resolved the ticket
• Testing for reopening the ticket

Assumptions

• Login as administrator successfully

Requirements

Testing for mark as resolved the ticket

	Test Steps (Step by Step keystrokes of the actual test)	Expected Result	Actual Result	Test By (use @)	Date	Notes
1	Go to Tickets > Ticket Listing	The ticket listing appears	Pass	Louise Williams (Unlicensed)	07 Jul 2016
2	Click on the Mark as Resolved icon	The message confirm appears	Pass	Louise Williams (Unlicensed)	07 Jul 2016
3	Click OK	The message mark as resolved successfully The ticket item has been resolved	Pass	Louise Williams (Unlicensed)	07 Jul 2016

Testing for reopening the ticket

	Test Steps (Step by Step keystrokes of the actual test)	Expected Result	Actual Result	Test By (use @)	Date	Notes
1	Go to Tickets > Ticket Listing	The ticket listing appears	Pass	Louise Williams (Unlicensed)	07 Jul 2016
2	On the search ticket > filter resolved	The ticket listing with resolved appears	Pass	Louise Williams (Unlicensed)	07 Jul 2016
3	Click on the reopen icon	The message confirm appears	Pass	Louise Williams (Unlicensed)	07 Jul 2016
4	Click OK	The message reopened successfully The ticket item has been reopened	Pass	Louise Williams (Unlicensed)	07 Jul 2016