Global Platform

G001

Profile - Open profile and change default search item. Check this is reflected in Search screens ie; Search Parent.

G002

Reset Password - Reset your password.

G003

Manage Security Question - Update your security question

G004

Help - Open Online Help (the new look help should display) - it should be this link FastTrack360 Online Help

G005

About FastTrack360 - Click to display the pop up

G006

Notifications - Click to display the pop up. Open the search and find notifications.

G007

Activities - Click to display and change the default search. Re-open and check that default has applied.

G008

Favourites - Click to open and check that starred favourite records display. Open a record, edit and de-select the star. Re open Favourites and check that item has been removed.

G009

Favourites - Right mouse click and open record in a new tab

G010

Recent Items - Check that recent pages visited are logged in the list.

G011

Links (My) - Right mouse click on My Links and add a link. Check that link opens.

G012

Links (My) - Right mouse click on a link and Edit.

G013

Links (My) - Right mouse click on a link and Delete.

G014

Links (Global) - Create a global link (Maintenance > Global Link). Check the link displays in the Global Links list. Open the link.

G015

Links (Global) - Delete a global link (Maintenance > Global Link). Check the link no longer displays in the list.

G016

Document Designer - Add a new Document Format (see Maintenance > Document Designer > Document Formats). Click preview and check the format is as per your design.

G017

Document Designer - Search an existing document format

G018

Document Designer - View an existing document format

G019

Document Designer - Edit an existing document format. Click preview and check that the changes have applied.

G020

Document Designer - Delete a document format

G021

Document Format Groups - Check that your document format groups are as per production. See Maintenance > Document Designer > Document Format Groups.

G022

Hierarchy - Check that your settings from Silverlight > Portal > Country Settings are replicated in Maintenance > Hierarchy > Country > ‘Other Settings’ and ‘Middle/Back Office Country Setting’ sections.

G023

Pay/Bill Email Template - Check that your settings from Silverlight > Billing Module Maintenance for Pay / Bill Email Template are correct in Maintenance > Pay/Bill Email Template.

G024

Conditional Variables - Check that your settings from Silverlight > Portal Maintenance > Conditional Variables are correct in Maintenance > Conditional Variables.

G025

Reasons - Check that your settings from Silverlight > Portal Maintenance > Reasons are correct in Maintenance > Reasons.

G026

Custom Fields - Check that your settings from Silverlight > Portal Maintenance > Custom Fields are correct in Maintenance > Custom Fields for Billing Company, Debtor, Pay Company and Payee.

G027

Group Notifications - Check that your settings from Silverlight > Portal Maintenance > Group Notifications are correct in Maintenance > Group Notifications.