Global Platform
- Amit Jain
- Fiona Sims
Ref No | Description | NA | OK | Not OK | OK After Correction | Review Date | Feedback |
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G001 | Profile - Open profile and change default search item. Check this is reflected in Search screens ie; Search Parent. |
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G002 | Reset Password - Reset your password. |
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G003 | Manage Security Question - Update your security question |
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G004 | Help - Open Online Help (the new look help should display) - it should be this link FastTrack360 Online Help |
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G005 | About FastTrack360 - Click to display the pop up |
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G006 | Notifications - Click to display the pop up. Open the search and find notifications. |
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G007 | Activities - Click to display and change the default search. Re-open and check that default has applied. |
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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. |
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G009 | Favourites - Right mouse click and open record in a new tab |
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G010 | Recent Items - Check that recent pages visited are logged in the list. |
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G011 | Links (My) - Right mouse click on My Links and add a link. Check that link opens. |
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G012 | Links (My) - Right mouse click on a link and Edit. |
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G013 | Links (My) - Right mouse click on a link and Delete. |
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G014 | Links (Global) - Create a global link (Maintenance > Global Link). Check the link displays in the Global Links list. Open the link. |
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G015 | Links (Global) - Delete a global link (Maintenance > Global Link). Check the link no longer displays in the list. |
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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. |
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G017 | Document Designer - Search an existing document format |
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G018 | Document Designer - View an existing document format |
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G019 | Document Designer - Edit an existing document format. Click preview and check that the changes have applied. |
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G020 | Document Designer - Delete a document format |
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G021 | Document Format Groups - Check that your document format groups are as per production. See Maintenance > Document Designer > Document Format Groups. |
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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. |
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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. |
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G024 | Conditional Variables - Check that your settings from Silverlight > Portal Maintenance > Conditional Variables are correct in Maintenance > Conditional Variables. |
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G025 | Reasons - Check that your settings from Silverlight > Portal Maintenance > Reasons are correct in Maintenance > Reasons. |
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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. |
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G027 | Group Notifications - Check that your settings from Silverlight > Portal Maintenance > Group Notifications are correct in Maintenance > Group Notifications. |
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