Unity General UAT Scripts Final End to End

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Introduction

This document outlines the User Acceptance Testing (UAT) plan for Unity SIS. The purpose of the UAT is to ensure that the system meets the business requirements and is ready for production release.

Defect Reporting

Go through each of these scripts to ensure the process is working as expected. Any bugs or issues, record here:

Bug Submission Form: https://form.asana.com/?k=t5DNyxYBpfz6do0da2lc0w&d=1200271513133212

Log in to Full Sandbox (Salesforce): go to the my.unity.edu SSO login page and select the UAT sandbox to login.

General

1. Search your test student and Log in to Portal as your student

Your test student's name will be UAT [Your Last Name], so mine, for example, would be UAT Shifley. In Salesforce, please search and find this student. They should have all the necessary data setup to test the following scripts. Make sure the student has your correct email with a +uat alias attached to it.

Log in to the student portal as your student

Salesforce
6 Steps
Kim Shifley

Student Portal Self Service Management

3. View your Class Schedule

You should be enrolled in one class within the Test Term, and that should be visible on your class schedule. You should see additional terms you are enrolled in, but there will be no classes attached.

Accessing Class Schedule in Portal

Site.com
6 Steps
Kim Shifley

Proxy Access Requests

In these scripts, you will be giving a new user access, revoking their access, and giving them access back. There are also other scenarios that could be covered, so feel free to enter in multiple contacts to then be able to play around with in this form.

4a.

Allow Proxy Access to Individuals

Site.com
26 Steps
Kim Shifley

4b.

Revoking Access to Student Records for a Specific Individual

Salesforce
15 Steps
Kim Shifley

4c.

Allow Proxy Access to a User who already has access

Site.com
18 Steps
Kim Shifley

Incomplete Grade Requests

5b.

How to Submit an Incomplete Course Request Online

Site.com
15 Steps
Kim Shifley

6. Enrollment Verification

How to Request Enrollment Verification

Site.com
17 Steps
Kim Shifley

7. Loan Deferment

Submit a Loan Deferment Request

Site.com
14 Steps
Kim Shifley

8. Grade Appeals

How to Submit a Grade Appeal Request

Salesforce
13 Steps
Kim Shifley

9. Student Fast Track Request

Fast-Track Refund Request

Salesforce
10 Steps
Kim Shifley

10. Stop Out Acknowledgement

Setup and Submit a Stop Out Acknowledgement for a student

Salesforce
15 Steps
Kim Shifley

Transcript Request

12a.

Requesting Unofficial Transcripts

Site.com
19 Steps
Kim Shifley

12b.

Paper Transcript Request

Site.com
14 Steps
Kim Shifley

Holds

13a.

Manually Apply an Administrative Hold

Salesforce
13 Steps
Kim Shifley

13b.

Setup an SFS Hold to auto apply

Salesforce
28 Steps
Kim Shifley

14. Evaluated Degree Plan

How to Request an Evaluated Degree Plan for Testing

Salesforce
15 Steps
Kim Shifley

Change of Major

15a.

Change Major Student Request

Site.com
15 Steps
Kim Shifley

15b.

Change a student's major in Salesforce

Salesforce
24 Steps
Kim Shifley

17. SAP Appeal Process

Suspend your student and Submit a SAP Appeal

Salesforce
29 Steps
Kim Shifley

Updating SAP Status and receive a Warning notification

Salesforce
10 Steps
Kim Shifley

Move a student back to Good Standing and receive a notification

Salesforce
18 Steps
Kim Shifley

20. Course Evals

20a.

Setup data to receive a course eval email

Salesforce
15 Steps
Kim Shifley

20b.

Course Eval for DE

Salesforce
23 Steps
Kim Shifley

20c.

Course Eval for HL

Site.com
31 Steps
Kim Shifley

20d.

Submit a Course Evaluation for TIEP

Site.com
21 Steps
Kim Shifley

11. Withdraw from Unity

NOTE: In order to complete other items with no hindrance, once you have completed this script, go back to your Academic Enrollment record and mark it back to Active.

Withdraw from Unity Environmental University

Salesforce
16 Steps
Kim Shifley

Sign-off

The UAT will be considered complete when the following conditions are met:

  • All test cases have been executed.

  • All defects have been resolved or have an agreed-upon action plan.

  • The Business Representatives have reviewed and approved the test results.

  • The UAT Coordinator has reviewed and approved the test results.

Conclusion

This UAT document outlines the plan for testing Unity's SIS to ensure it meets the business requirements and is ready for production release. By following this plan and executing the identified test cases, we can ensure a successful implementation of the system.


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