SFReg Test Plan

Test data

BK-1

Steps

1. Book First Aid Level 1 on the website with NZQA chosen.
2. Open the email.

Expected

• One NZQA booking email with a link.
• Service created at NYA.

Check on the record

• Template BookingConfirmationAttendeeNZQA_Dyn
• Status__c = NYA
• BookingConfirmedNzqaEmailedAt__c set

Test data

BK-2

Steps

1. Book a course that has no NZQA add-on.

Expected

• One standard booking email with a link.

Check on the record

• Template BookingConfirmationAttendee_Dyn

Test data

BK-1 by Customer Service

Steps

1. Create the booking in Order Quick Create.

Expected

• SFReg sends the booking email. The older email is not sent as well.

Check on the record

• Exactly one booking email on the Service

Test data

Three attendees: P-01, P-02, P-03

Steps

1. Book three people on one order.

Expected

• Three Services and three different links.

Check on the record

• Each Service has its own token

Test data

BK-7

Steps

1. Book a private course.

Expected

• No SFReg booking email or link.

Check on the record

• Ownership reason PRIVATE_COURSE

Test data

BK-8

Steps

1. Book a course with Blended Required TRUE.

Expected

• No SFReg booking email.

Check on the record

• Ownership reason BLENDED

Test data

BK-9

Steps

1. Create a booking with a placeholder contact.

Expected

• No SFReg email.

Check on the record

• Ownership reason PLACEHOLDER

Test data

BK-4 created after the date

Steps

1. Create a booking for a course already past.

Expected

• No booking email, unless the course is online or youth.

Check on the record

• Ownership reason EVENT_PAST

Test data

A product with its rule value set to LEGACY

Steps

1. Set the rule on a test product.
2. Book that product.

Expected

• The older email goes out. SFReg sends nothing.

Check on the record

• No MISSING_LAYER1_RULE log line

Test data

BK-1 with a publish failure marker

Steps

1. Leave a marker on a booking.
2. Wait for the sweep at :20.

Expected

• The booking email goes out once.

Check on the record

• Marker removed

Test data

BK-1, P-01

Steps

1. Open the emailed link in a private window.

Expected

• "Loading your registration…", then page 1. No login asked for.

Check on the record

• Token ConsumedAt__c set

Test data

L-01 still open

Steps

1. Reload the browser page.

Expected

• The used-link screen with Resend me another link.

Check on the record

• Reason CONSUMED_TOKEN

Test data

L-02

Steps

1. Select Resend me another link.

Expected

• Confirmation shows. A new email arrives, and the old link stops working.

Check on the record

• Email AttendeeRegistrationRetry
• New Attempts row, origin SELF_SERVICE_RESEND

Test data

L-03

Steps

1. Open a used link again straight after L-03.
2. Select Resend again within 60 seconds.

Expected

• "A fresh link was sent to you recently". No second email.

Check on the record

• One email only

Test data

BK-1 with two links sent

Steps

1. Send a new link from Act on Behalf.
2. Open the older link.

Expected

• "This link has been replaced".

Check on the record

• Reason LINK_REPLACED

Test data

BK-1 with ExpiresAt__c backdated

Steps

1. Backdate the token.
2. Open the link.

Expected

• The expired screen with Resend.

Check on the record

• Reason EXPIRED_TOKEN

Test data

BK-1 with ConsumedAt__c backdated 5 hours

Steps

1. Backdate the session.
2. Select Continue on the open form.

Expected

• The session expired screen. Entries are not saved.

Check on the record

• Reason SESSION_EXPIRED

Test data

Token value: notarealtoken

Steps

1. Change the t= value in the address to notarealtoken.

Expected

• The not-found screen with contact details. No resend button.

Check on the record

• Reason INVALID_TOKEN

Test data

Remove ?t= from the address

Steps

1. Open the address with no t= value.

Expected

• The not-found screen.

Check on the record

• Reason BLANK_INPUT

Test data

BK-1, Status__c = Cancelled

Steps

1. Set the Service to Cancelled.
2. Open a link made before the change.

Expected

• "This registration link is no longer active". No form.

Check on the record

• Reason CAR_INELIGIBLE

Test data

BK-1, Status__c = Swapped

Steps

1. Set the Service to Swapped.
2. Open a link made before the change.

Expected

• "This registration link is no longer active". No form.

Check on the record

• Reason CAR_INELIGIBLE

Test data

BK-1, Status__c = Transferred

Steps

1. Set the Service to Transferred.
2. Open a link made before the change.

Expected

• "This registration link is no longer active". No form.

Check on the record

• Reason CAR_INELIGIBLE

Test data

BK-1, Status__c = CWC

Steps

1. Set the Service to CWC.
2. Open a link made before the change.

Expected

• "This registration link is no longer active". No form.

Check on the record

• Reason CAR_INELIGIBLE

Test data

BK-5

Steps

1. Open a link for a finished registration after the course.

Expected

• Locked notice and Close. No Continue button.

Test data

BK-1 with network throttled

Steps

1. Throttle the browser network.
2. Open the link.

Expected

• The "Still loading" message after 5 seconds.

Test data

BK-1, P-01

Steps

1. Leave the values as they are.
2. Select Continue.

Expected

• Page 2 opens.

Check on the record

• attendeeFirstName, attendeeLastName and attendeeEmail rows written

Test data

BK-1, P-01

Steps

1. Change First name to Alexandra.
2. Select Continue.

Expected

• No swap prompt. Page 2 shows Alexandra.

Check on the record

• Name updated in place
• Any NSN result is reset

Test data

BK-1, P-01

Steps

1. Change the email to capitals.
2. Select Continue.

Expected

• No Confirm email box and no swap.

Test data

BK-1, P-01

Steps

1. Change the email to sam.tester@example.com.

Expected

• The Confirm email box appears. Continue stays off until it matches.

Test data

BK-1, P-01

Steps

1. Enter sam.tester@example.co in Confirm email.

Expected

• Mismatch message. Cannot continue.

Test data

Values below

Steps

1. Enter each bad value in turn: alex.sample@ , alex sample@example.com , alex@example

Expected

• "Please enter a valid email address, for example name@example.co.nz." each time.

Test data

BK-1

Steps

1. Clear First name.

Expected

• Continue stays off.

Test data

BK-1

Steps

1. Clear Last name.

Expected

• Continue stays off.

Test data

BK-1

Steps

1. Enter Mere-Āta and O'Kōwhai.
2. Select Continue.

Expected

• Saved exactly as typed.

Check on the record

• attendeeFirstName = Mere-Āta

Test data

BK-3, P-02

Steps

1. Open the link.
2. Select Continue.

Expected

• Works as for a Contact.

Check on the record

• Lead__c set, Contact__c blank

Test data

BK-6

Steps

1. Open a link copied from Act on Behalf.

Expected

• Email blank, and Confirm email showing. No swap on save.

Test data

BK-1, V0.99.50 b

Steps

1. Tick "I have only one legal name".
2. Untick it.

Expected

• Last name stays in the box while ticked. Both names return when unticked.

Test data

BK-10a, V0.99.50 c

Steps

1. Open the link for the booking saved as ~ / Rajan.

Expected

• Box ticked, Rajan in Full legal name.

Check on the record

• Sent as ~ / Rajan

Test data

BK-10b, V0.99.50 d

Steps

1. Open the link.
2. Untick at once.

Expected

• Ticked first, with Rajan in the box. Untick puts Rajan in First name and leaves the box blank.

Check on the record

• First save stores ~ / Rajan, and the NSN state resets

Test data

BK-10c, V0.99.50 e

Steps

1. Open the link.

Expected

• Ticked, with the box blank. Continue off until a name is typed.

Test data

BK-1 with new names, V0.99.50 f

Steps

1. Type Kiran in First name only and tick.
2. Untick at once.
3. Tick, change the box to Kiran K, then untick.

Expected

• Kiran moves to the box, then back. After the edit the box keeps Kiran K and First name stays blank.

Test data

BK-4, P-01

Steps

1. Open the link.
2. Select Continue.

Expected

• Notice shows, with name and email locked. Page 2 opens.

Test data

BK-11a, V0.99.50 h

Steps

1. Open the link.
2. Select Continue and submit page 2.

Expected

• Box ticked with the name shown. Accepted.

Check on the record

• Record keeps Rajan / ~

Test data

BK-11b, V0.99.50 i

Steps

1. Open the link.
2. Select Continue and submit page 2.

Expected

• Accepted.

Check on the record

• Record unchanged

Test data

BK-11c, V0.99.50 j

Steps

1. Open the link.
2. Continue on pages 1 and 2.

Expected

• Continue is on for both pages. Accepted.

Check on the record

• Record unchanged

Test data

BK-1, P-01

Steps

1. Leave the NZQA box unticked.
2. Fill in the rest.
3. Select Submit.

Expected

• Page 4: "You have chosen not to have your course result recorded with NZQA."
• Confirmation email.

Check on the record

• Outcome REGISTERED_NO_NZQA
• Email EMAIL_REG_CONFIRMED

Test data

BK-2, P-01

Steps

1. Fill in the fields.
2. Select Submit.

Expected

• No NZQA section. The progress bar has 3 stages.
• Page 4 and confirmation email.

Check on the record

• Outcome REGISTERED_EXCLUDED

Test data

Next year’s date

Steps

1. Enter 01/01/2099.
2. Submit.

Expected

• "Please enter a date of birth in the past."

Test data

Value below

Steps

1. Enter 01/01/1880.
2. Submit.

Expected

• "Please check the date of birth." Rejected on the server too.

Test data

Blank

Steps

1. Leave the date blank.
2. Submit.

Expected

• Cannot continue.

Test data

7 digits

Steps

1. Enter 0211234.
2. Submit.

Expected

• "Please enter a valid contact number — 8 to 15 digits."

Test data

16 digits; then abc

Steps

1. Enter 0210000000000000.
2. Enter abc.

Expected

• The same message each time.

Test data

NZQA unticked, phone blank

Steps

1. Leave phone blank.
2. Submit.

Expected

• Required on every route. Cannot continue.

Test data

Value below

Steps

1. Enter +64 21 000 0101.
2. Submit.

Expected

• Accepted.

Test data

Street blank

Steps

1. Leave the address blank.
2. Select Check NSN.

Expected

• "Please enter your street address and your suburb or town."

Test data

Type: 1 Queen Street

Steps

1. Type 1 Queen Street.
2. Pick the suggestion.

Expected

• Address fills in and is validated.

Check on the record

• attendeeAddress row holds the chosen address

Test data

Blank

Steps

1. Leave Employee ID empty.
2. Submit.

Expected

• Accepted.

Test data

12345678

Steps

1. Choose I have an NSN.
2. Enter 12345678.

Expected

• "Please enter a valid NSN — 9 or 10 digits."

Test data

12345ABCD

Steps

1. Enter 12345ABCD.

Expected

• The same message. No NSI call.

Test data

Blank

Steps

1. Leave NSN status blank.
2. Select Check NSN.

Expected

• Asks you to choose an option.

Test data

Residential status C

Steps

1. Choose New Zealand citizen.
2. Leave the change box unticked.

Expected

• Check NSN stays available.

Test data

Residential status P

Steps

1. Choose New Zealand resident class visa.

Expected

• Check NSN stays available.

Test data

Residential status A

Steps

1. Choose Australian citizen.

Expected

• Notice shows, and only Ask us to help can go on.

Test data

Residential status O

Steps

1. Choose Overseas.

Expected

• Notice shows, and only Ask us to help can go on.

Test data

Residential status U

Steps

1. Choose I am not sure.

Expected

• Notice shows, and only Ask us to help can go on.

Test data

Residential status C, box ticked

Steps

1. Choose New Zealand citizen.
2. Tick the change box.

Expected

• The same notice shows.

Test data

Any edit

Steps

1. Edit a field.
2. Close the tab.

Expected

• Browser warns about unsaved changes.

Test data

BK-4, NZQA already Yes

Steps

1. Open page 2.

Expected

• Names locked. The NZQA choice is locked.

Test data

R-A

Steps

1. Enter R-A’s name and date of birth.
2. Enter R-A’s NSN.
3. Select Check NSN.

Expected

• Page 4, NSN verified. Confirmation email.

Check on the record

• Outcome REGISTERED_VERIFIED
• attendeeNSIVerified = Yes
• Email EMAIL_REG_CONFIRMED_NZQA

Test data

NSN 999999990

Steps

1. Enter 999999990.
2. Select Check NSN.

Expected

• Notice shows. Check NSN again and Ask us to help both show.
• NSN not saved. Search not stopped.

Check on the record

• Reason NO_RECORD
• No attendeeNsiAmbiguousAt row

Test data

P-01 with R-A’s NSN

Steps

1. Enter P-01’s name.
2. Enter R-A’s NSN.

Expected

• Same notice as N-02. No details of the record are shown.
• Search not stopped.

Check on the record

• Reason NOT_EXACT, NSN route
• No attendeeNsiAmbiguousAt row

Test data

R-A with last name altered

Steps

1. Change one letter of the last name.
2. Select Check NSN.
3. Fix it, then Check NSN again.

Expected

• Notice first. Verified after the fix.

Test data

R-A with date changed

Steps

1. Change the day of birth.
2. Select Check NSN.

Expected

• Notice. NSN not saved.

Test data

R-E

Steps

1. Enter R-E’s details and NSN.

Expected

• Search stops. Only Ask us to help remains.

Check on the record

• Reason MERGED
• attendeeNsiAmbiguousAt row written

Test data

R-F

Steps

1. Enter R-F’s details and NSN.

Expected

• Search stops.

Check on the record

• Reason INACTIVE

Test data

R-B

Steps

1. Enter R-B’s details and NSN.

Expected

• Offer shows with Check my ID. The NSN is not shown.

Check on the record

• Reason MATCH_NEEDS_ID_CHECK

Test data

R-A, no NSN entered

Steps

1. Choose I don’t have one, or I’m not sure.
2. Enter R-A’s details.
3. Select Check NSN.

Expected

• Page 4, NSN verified.

Check on the record

• Outcome REGISTERED_VERIFIED

Test data

P-04

Steps

1. Enter P-04’s details.
2. Select Check NSN.

Expected

• Create NSN offer.

Check on the record

• Reason NOBODY_FOUND
• actionRequired REG_NONSN_DECLARED

Test data

R-B, no NSN entered

Steps

1. Enter R-B’s details.

Expected

• Offer with Check my ID.

Test data

R-D

Steps

1. Enter R-D’s details.

Expected

• Search stops.

Check on the record

• Reason MORE_THAN_ONE_PERSON

Test data

R-G with Dave for David

Steps

1. Enter a shortened first name.

Expected

• Search stops. This differs from the NSN route.

Check on the record

• Reason NOT_EXACT, name route
• attendeeNsiAmbiguousAt row written

Test data

R-E, no NSN entered

Steps

1. Enter R-E’s details.

Expected

• Search stops.

Check on the record

• Reason MERGED

Test data

R-F, no NSN entered

Steps

1. Enter R-F’s details.

Expected

• Search stops.

Check on the record

• Reason INACTIVE

Test data

R-C, V0.99.48 a

Steps

1. Enter R-C’s current name.
2. Enter the previous last name.
3. Select Check NSN.

Expected

• Found: registered, or Check my ID if unverified.

Check on the record

• Log queries=2 or more
• Previous name not saved to the registration

Test data

R-D, V0.99.48 b

Steps

1. Enter a current and previous name that find two people.

Expected

• Search stops.

Check on the record

• Reason MORE_THAN_ONE_PERSON

Test data

P-04, V0.99.48 c

Steps

1. Enter a previous name nobody holds.

Expected

• Create NSN offer as in N-10.

Test data

P-04 with (nee Jones), V0.99.48 h

Steps

1. Enter (nee Jones).

Expected

• Only the current name is searched. Create NSN offer. Never "try again shortly".

Check on the record

• Log "previous-name quer… not asked"

Test data

P-04, 60 letter As, V0.99.48 h

Steps

1. Enter 60 letters.

Expected

• Same as N-19.

Test data

R-H, V0.99.49 a

Steps

1. Enter First Middle in First name, with R-H’s other details.

Expected

• The NSN is used.

Check on the record

• "Match by part": given names exact, in the test panel

Test data

R-H, V0.99.49 b

Steps

1. Enter First Wrong.

Expected

• Stops on the name route. Panel shows "2nd differs".

Test data

R-I, V0.99.49 f

Steps

1. Enter Mere Ana.
2. Choose I don’t have one, or I’m not sure.

Expected

• Found. Never the new-NSN route.

Check on the record

• Log queries=2

Test data

R-J, V0.99.49 g

Steps

1. Enter all three names.

Expected

• Found.

Test data

R-K, V0.99.50 g

Steps

1. Tick the single name box on page 1.
2. Select Check NSN.

Expected

• The NSN is used. Family name is the name, and given name is ~.

Test data

Named credential disabled by an admin, or a real outage

Steps

1. Select Check NSN during the outage.

Expected

• Try-again notice. Nothing decided, and no new-NSN route. The attempt is not counted.

Check on the record

• Reason NSI_NOT_REACHED

Test data

Same link, more than 10 checks in an hour

Steps

1. Select Check NSN repeatedly.

Expected

• Notice with the time checks resume.

Check on the record

• Reason NSI_RATE_LIMITED

Test data

After N-11, V0.99.48 e

Steps

1. Open a new link.

Expected

• Page 2 shows the offer and Check my ID again.

Test data

After N-28, V0.99.48 e

Steps

1. Change the last name on page 1.

Expected

• The ID step has gone. Search runs again.

Test data

After N-16, V0.99.48 d

Steps

1. Open a new link.

Expected

• The two previous-name boxes are filled. It still searches on submit.

Test data

R-A finished, then name changed on the record

Steps

1. Change the name on the record.
2. Use the new link and search.

Expected

• Search stops, so no duplicate NSN is created.

Check on the record

• Reason NSI_SEARCH_STOPPED

Test data

Test panel on, V0.99.49 d

Steps

1. Run N-21.
2. Read the test panel.

Expected

• No name or date of birth from NSI appears.

Test data

P-04 with test licence D-1

Steps

1. After N-10, select Create NSN.
2. Enter D-1.
3. Select Submit.

Expected

• Identity confirmed. Page 4 shows "Your credits will be lodged against NSN" and the number.

Check on the record

• Outcome REGISTERED_CREATED
• attendeeNSN filled

Test data

P-04 with test passport D-2

Steps

1. Choose New Zealand passport.
2. Enter D-2.

Expected

• Identity confirmed.

Test data

P-04 with test certificate D-3

Steps

1. Choose New Zealand birth certificate.
2. Enter D-3.

Expected

• Identity confirmed.

Test data

R-B with test document

Steps

1. After N-11, select Check my ID.
2. Enter the document.

Expected

• Finished with the found NSN. No new NSN created.

Check on the record

• No NSN create call in the log

Test data

P-05, born 15 years ago

Steps

1. Reach page 3 as P-05.
2. Open the document list.

Expected

• Licence is not listed.

Test data

A12345

Steps

1. Enter A12345.
2. Select Submit.

Expected

• Field message. No call made and no attempt used.

Test data

ABC

Steps

1. Enter ABC.

Expected

• Field message.

Test data

L1234

Steps

1. Enter L1234.

Expected

• Field message.

Test data

Expiry 01/01/2020

Steps

1. Enter a past expiry date.

Expected

• "This passport has expired."

Test data

12345

Steps

1. Enter 12345.

Expected

• Field message.

Test data

1980/12345 with born 1990

Steps

1. Enter 1980/12345.

Expected

• Year message.

Test data

P-04 with AB123456 / 123

Steps

1. Enter AB123456 and 123.
2. Select Submit.

Expected

• Mismatch message, with attempts left. Fields stay filled. Continue without NZQA is offered.

Test data

After I-12

Steps

1. Select Check again with no change.

Expected

• Refused without a call. No attempt used.

Test data

After I-12

Steps

1. Select Edit these details.
2. Correct the name.
3. Return to page 3.

Expected

• Page 2 opens. The corrected name shows on page 3.

Test data

AB123456, AB123457, AB123458

Steps

1. Fail three times, with a different licence number each time.

Expected

• Attempts-used-up screen. Case raised. Email sent.

Check on the record

• Email EMAIL_IDENTITY_FAILURE
• Case on the Service

Test data

After I-15

Steps

1. Select Finish my registration.

Expected

• Page 4 with the case number. NZQA stays requested.

Test data

After I-12

Steps

1. Select Continue without NZQA Standards.

Expected

• Page 4. NZQA declined, with a confirmation email.

Check on the record

• Outcome REGISTERED_NO_NZQA

Test data

Document: none

Steps

1. Choose I don’t have any of these.

Expected

• Message and Continue without NZQA. No check run.

Test data

Provider outage

Steps

1. Submit during an outage.

Expected

• Attempt not counted. Fields stay filled.

Test data

Address cleared

Steps

1. Reach page 3 with no address.

Expected

• Address message. Edit these details offered.

Test data

NSI duplicate answer

Steps

1. Pass the ID check as a person NSI matches at create.

Expected

• No false success. A case is raised.

Check on the record

• resolvedNSN blank

Test data

Create returned pending

Steps

1. Finish while the NSN is pending.
2. Wait for the hourly reconcile at :05.

Expected

• Pending wording first. Email once the NSN is confirmed.

Check on the record

• attendeeNSIVerified = Yes after reconcile

Test data

Pending row backdated 25 hours

Steps

1. Backdate the pending state.
2. Wait for the reconcile.

Expected

• A case is raised.

Test data

After N-12

Steps

1. Select Ask us to help.

Expected

• Case number shows. Email sent. Registration On Hold, Awaiting Support.

Check on the record

• Case in Training queue, reason NZQA Query
• attendeeSupportHeldAt row
• Email EMAIL_CASE_CREATED

Test data

After H-01, V0.99.48 f

Steps

1. Open a new link.

Expected

• Stop notice with the case number. No second case.

Test data

After H-01, V0.99.48 f

Steps

1. Use Open registration form on Act on Behalf.
2. Search again.

Expected

• Staff can keep searching. The attendee’s own links stay stopped.

Check on the record

• Reason NSI_AMBIGUOUS_STAFF

Test data

From page 3

Steps

1. Select Ask us to help before any stop.

Expected

• Registration shows Help requested, not On Hold.

Check on the record

• Outcome EXITED_HELP_REQUESTED

Test data

After P2-18

Steps

1. Select Ask us to help.

Expected

• Case raised. Email sent.

Check on the record

• Email EMAIL_NON_NZ_CITIZEN

Test data

After H-01, V0.99.47 b

Steps

1. Select Send new registration email.
2. Select Cancel.

Expected

• Nothing changes.

Test data

After H-06, V0.99.47 b

Steps

1. Select Send new registration email.
2. Confirm.

Expected

• No longer on hold. New link email. Search stop gone. Case stays open.

Check on the record

• attendeeSupportReleasedAt row
• Look-up attempts = 0

Test data

After H-01

Steps

1. Select Open registration form.
2. Confirm.

Expected

• Form opens. Hold stays.

Test data

After H-07, V0.99.47 c

Steps

1. Finish through the form.

Expected

• Hold ends. Help case closes.

Test data

Finished without NZQA, before close-off

Steps

1. Select Opt in to NZQA & send email.
2. Confirm.

Expected

• Registration reopens, with a new link email. NZQA set to Yes.

Test data

NOT_STARTED booking, V0.99.47 d

Steps

1. Edit the first name on the attribute row.

Expected

• Nothing happens.

Test data

Started booking, V0.99.47 e

Steps

1. Edit the last name on the attribute row.

Expected

• Registration resets. One new link email.

Check on the record

• attendeeNSIVerified = Stale
• Entries unchanged

Test data

CS booking, V0.99.47 f

Steps

1. Edit the date of birth.

Expected

• Not reset. The panel shows the warning.

Test data

BK-1, P-01 to P-02

Steps

1. Change the email and confirm it.
2. Select Continue.
3. Select Yes, send a new link.

Expected

• Progress, then "We’ve sent your new registration link". Session closes.

Check on the record

• New Service created
• Old Service Status__c = Swapped
• New attendee gets please-finish email
• Old attendee gets EMAIL_SWAPPED_OUT

Test data

BK-1

Steps

1. Select Go back and correct.

Expected

• Back on page 1. Nothing written.

Check on the record

• No new Service

Test data

Purchaser differs from attendee

Steps

1. Run S-01 on a booking made by someone else.

Expected

• Purchaser gets the notice.

Check on the record

• Email EMAIL_SWAP_BOOKER_NOTICE

Test data

Purchaser is the attendee

Steps

1. Run S-01 where the attendee is the purchaser.

Expected

• One email only.

Check on the record

• Suppressed: PURCHASER_IS_ATTENDEE

Test data

After S-01

Steps

1. Open the old link.

Expected

• "No longer active".

Test data

After S-01

Steps

1. Open the new link.
2. Complete the form.

Expected

• Normal journey, from a blank page 2.

Test data

BK-4

Steps

1. Try to change the email.

Expected

• Email locked, or this screen.

Check on the record

• Reason SWAP_POST_EVENT_CLOSED

Test data

Slow event delivery

Steps

1. Start a swap when events are delayed.

Expected

• "Taking longer" message.

Test data

BK-1 on a roster

Steps

1. Change the email on the portal.
2. Mark the person attending.

Expected

• Swap runs. The new booking is marked attending, not the old one.

Check on the record

• New Service ATT

Test data

BK-1, course in 2 days, not finished

Steps

1. Wait for the 10:15 job.

Expected

• One SMS. No email.

Test data

BK-6, course in 2 days

Steps

1. Wait for the 10:15 job.

Expected

• Nothing sent.

Test data

Attended, NZQA chosen, not finished, course 2 days ago

Steps

1. Wait for the 10:15 job.

Expected

• One email with a fresh link.

Check on the record

• Email EMAIL_REMINDER_2D

Test data

FATattendance__c not Attended

Steps

1. Wait for the 10:15 job.

Expected

• Nothing sent.

Test data

Course 49 days ago

Steps

1. Wait for the 10:15 job.

Expected

• One email and one SMS.

Check on the record

• Email EMAIL_REMINDER_7W
• SMS Final_NZQA_Reg_Reminder

Test data

Live session when the job runs

Steps

1. Keep the form open across 10:15.

Expected

• Form keeps working. No reminder.

Test data

Status__c = Deceased, V0.99.46 e

Steps

1. Wait for the job.

Expected

• Nothing queued.

Test data

Session backdated 5 hours

Steps

1. Open the link and stop.
2. Wait for the hourly sweep.

Expected

• One email with a new link.

Check on the record

• actionRequired REG_ABANDONED
• Email EMAIL_ABANDONED

Test data

BK-1 on a roster

Steps

1. Select I’m in.

Expected

• Status becomes ATT.

Test data

BK-1 on a roster

Steps

1. Mark as did not attend.

Expected

• Status becomes DNA.

Test data

Started booking, V0.99.48 g

Steps

1. Correct the first name on the portal.

Expected

• ONE email: the new link.

Test data

Not started, V0.99.48 g

Steps

1. Correct the first name on the portal.

Expected

• ONE email: please finish.

Test data

ATT booking

Steps

1. Set the result to not competent.

Expected

• No certificate.

Test data

BK-2, ATT

Steps

1. Mark complete: Status CR.

Expected

• PDF emailed. CR moves to CS.

Check on the record

• Decision STANDARD, NO_NZQA_ADDON
• File Cert_… on the Service

Test data

After P2-01

Steps

1. Mark complete.

Expected

• Standard certificate.

Check on the record

• Reason NZQA_DECLINED
• NZQA Credit add-on FALSE

Test data

After N-01

Steps

1. Mark complete.

Expected

• NZQA certificate.

Check on the record

• Decision NZQA, NZQA_REGISTERED
• NZQA Credit add-on TRUE
• Status CS

Test data

BK-1 not started, ATT

Steps

1. Mark complete.

Expected

• No certificate. Parked at C.

Test data

NSN pending

Steps

1. Mark complete.

Expected

• No certificate.

Test data

After C-04

Steps

1. Attendee finishes the form with NZQA.

Expected

• Certificate goes without staff action. Hold case closes.

Check on the record

• Reason HOLD_RELEASED
• CertificateReleasedAt__c set

Test data

After C-04

Steps

1. Attendee continues without NZQA.

Expected

• Standard certificate.

Test data

Held booking, course 56 days ago

Steps

1. Wait for the 10:30 job.

Expected

• NZQA set FALSE. Standard certificate with the closure email.

Check on the record

• AutoOptOutClosedAt__c set
• Email EMAIL_AUTO_OPT_OUT_CERT

Test data

As C-08, finished that morning

Steps

1. Finish the form before 10:30.

Expected

• Not opted out. Registration wins.

Test data

CS booking

Steps

1. Mark complete again: CR.

Expected

• Returns to CS. Nothing issued.

Test data

CS in status history, no SFReg record

Steps

1. Mark complete again: CR.

Expected

• History guard stops a second certificate.

Test data

CS booking

Steps

1. Select Resend certificate.

Expected

• Same stored PDF emailed again. No new file.

Test data

Held booking

Steps

1. Select Release certificate.

Expected

• Stays held, with the reason.

Test data

Held booking now finished

Steps

1. Select Release certificate.

Expected

• Certificate issues.

Test data

BK-6

Steps

1. Mark complete.

Expected

• Filed and moved to CS. Resend later.

Test data

Certificate template inactive

Steps

1. Mark complete.
2. Reactivate the template.
3. Wait for the daily retry.

Expected

• Stays at CR, then issues once.

Test data

CS without NZQA, V0.99.45 P-5

Steps

1. Opt in to NZQA & send email.
2. Finish with a verified NSN.

Expected

• NZQA certificate issued once. This is the one exception to issued once.

Test data

After a reopen

Steps

1. Decline NZQA again.

Expected

• Back to CS. Nothing issued.

Test data

No Attempts row

Steps

1. Mark complete.

Expected

• "Please finish" email. Then the normal path.

Test data

Invoiced order

Steps

1. Mark complete through the training portal.

Expected

• No SFReg certificate. FIS sends it back. File and email arrive.

Check on the record

• No SFReg decision row

Test data

Order without an invoice

Steps

1. Mark complete before invoicing.

Expected

• Known gap: stays at CR. Record the result for the go-live decision.

Test data

Booking confirmation

Steps

1. Edit Block 1.
2. Check the preview.
3. Save.
4. Send a booking.
5. Restore the text.

Expected

• Preview and sent email both show the change.

Test data

Registration confirmed

Steps

1. Change the subject.
2. Trigger the email.
3. Restore.

Expected

• Sent email has the new subject.

Test data

A product row for one Definition

Steps

1. Add a product row.
2. Finish a registration on that product, then on another.

Expected

• First uses the product wording. Second uses Default.

Test data

Rule made inactive on a test product

Steps

1. Trigger the email.
2. Restore the rule.

Expected

• No email. Logged MISSING_LAYER1_RULE.

Test data

EMAIL_POST_COURSE_CERT inactive

Steps

1. Issue a certificate.
2. Restore the rule.

Expected

• Still sent with its own template. WARN logged.

Test data

Any email

Steps

1. Trigger any email.
2. Check the Email Message.

Expected

• The attendee’s address does not receive it.