New Case for New Client

• Test field validation - required fields and data types enforced with clear error messages (e.g. Duration must be integer)
• Test with ALL fields entered for several case types
  • Check basic contact data (from contact summary) - e.g. name, phone #'s, email
  • Verify auto-populated activities (esp scheduled dates) to XML config file for that case type (Manage Case screen)
  • Verify auto-populated Case Roles to XML config file for that case type (Manage Case screen)
  • View and edit Open Case activity to make sure

CiviCase Dashboard

• "My Cases" view - cases where you have a Case Role AND with recent (past 14 days) and / or upcoming activities (next 14 days) are displayed in the correct section.
• "All Cases" view - ALL cases with recent (past 14 days) and / or scheduled activities (next 14 days) are displayed in the correct section.
• Drill-down activity listings show all activities for the case. Check View, Edit and Delete links in activity rows.
• Verify summary table counts
• Summary cells LINK to Find Cases and load correct case listing. Corresponding search criteria are set in the search form fields.

Find Cases

• Test various search criteria combinations
• Export case data

Add Activity

• Add activity that has custom data and then view activity to verify that all fields are saved and shown in "view".
• Schedule a Follow-up Activity and verify that it's inserted properly in the timeline.

Edit Activity / Revisioning

• Edit an activity - changing values of several standard and custom fields
• View the activity
  • Verify latest data is shown
  • Link to "revisions" is present
  • Navigate to prior revision and verify it's data state

Delete Case and Delete Activity

• Deleted case is NOT displayed in dashboard or contact's Cases tab and not included in summary counts
• Deleted case can be "found" from Find Cases if "Deleted Cases" is checked
• Deleted activity is not displayed in case drilldown (find cases / dashboard), and not displayed in Manage Case grid.
• Deleted activity is shown if "Deleted Activities" is checked in "Search Filter" (Manage Case >> Case Activities)

Reporting

• Report with ALL activities - verify to XML definition, check Edit activity link
• Report with Missing activities - - verify to XML definition and statuses
• Printing ?

Add Timeline

• Modify a case type config XML if necessary, to include an "alternate" activity set for this test
  • Add the timeline and verify that activities are populated correctly

Change Case Type

• Reset timeline = yes. Verify that existing auto-populated activities which haven't been edited are removed and that new items are inserted properly.

Change Case Status

• Close the case

Email Add Activity to Case