Test scenarios to review the following:
- Does the client information accurately reflected in the CRM
- Client information mapped to the accurate fields in the client profile and the RGI service delivery
- Are the accurate household members linked to the right RGI service delivery
Test Scenario 1: New applications created in YARDI (new client)
Test Scenario 2: Existing applications created in TAWL, now in YARDI (existing client)
- YARDI client information (Applicant Code) is mapped to existing CRM profile and RGI service delivery
- No duplicate client profile is created
Test Scenario 3: Existing applications created in TAWL, now in YARDI (existing client); Client profile in CRM were merged with other profiles from legacy systems
- YARDI client information (Applicant Code) is mapped to existing CRM profile and RGI service delivery
- No duplicate client profile is created
Test Scenario 4: File updates in Existing applications
Test Scenario 5: File updates in New applications
Test Scenario 6: File Splitting - Household Member establishes new application (assigned new Applicant Code)
Test Scenario 7: Removing Household Members
Test Scenario 8: Application status in YARDI no longer Eligible, Applied, or On Offer
- Client record no longer appears in CSV data file
- Client's RGI waitlist file is assumed 'Cancelled', 'Ineligible', or 'Housed'
- CRM to change RGI service delivery status to 'Closed' & End Date
Test Scenario 9: Only variance data updates existing CRM client profiles and RGI service deliveries
- Client record that is 'Eligible', 'Applied', or 'On Offer' is present in the csv data file
- Client record that is identical to previous copy does not override/update CRM profile & RGI service delivery
- Only client records where data varies from previous copy updates CRM profile & RGI service deliveries