Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Ref No

Description

NA

OK

Not OK

OK After Correction

Review Date

Feedback

CLP001

Login into client portal using client contact's credentials

  1. Open client portal login page

  2. Enter username and password

  3. Hit login button

CLP002

Edit the details after logging into client portal

  1. Login into the client portal

  2. Click on edit button

  3. Change the details such as mobile no and hit save again.

CLP003

Preview the invoices

  1. Login into the client portal

  2. Navigate to invoice section and Click on preview button available under the 'Action' drop down.

CLP004

Go to Invoice list and approve or disapprove the invoices

  1. Login into the client portal

  2. Navigate to invoice section and approve or disapprove the invoices.

CLP005

Add a document from the document management section

  1. Login into the client portal

  2. Navigate to document management section and add a new document.

CLP006

Click on 'Create Connect - Timesheet URL' button and verify

  1. Login into the client portal

  2. Click on 'Create Connect - Timesheet URL' button.

CLP007

Verify the time and attendance section

  1. Login into the client portal

  2. Click on Time and attendance section from quick access.

CLP008

Approve the timesheet from time and attendance section

  1. Login into the client portal

  2. Click on Time and attendance section from quick access.

  3. Approve the timesheets

CLP009

Check the list of available jobs

  1. Login into client portal

  2. Navigate to job list section from quick access

  3. Verify the list of jobs