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Testing CRM Features for YARDI Data Migration

Data Synchronization Test scenarios to confirm 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)

Additional Notes

Steps:

• YARDI Client information is mapped to new CRM profile and RGI service delivery
• Confirmed Accurate

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

Steps:

• *Household ID to be updated to YARDI Applicant Code
• Remaining Fields are all confirmed accurate

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

• Existing applicants information is mapped to the existing CRM profile 
• Check for duplicate profiles
• Updated information is saved in CRM CRM

Steps:

1. Get applicant Code to view existing application
2.  Select a tab to edit applicant information 
3. Update information 
4. Save and continue 

• Confirmed Accurate
  

Test Scenario 5: File updates in New applications

• New applicants information and updates are saved 
• Status is updated if required required

Steps:

1. Open "Service Tickets" 
2. Select "In-Progress" 
3. Select "Tasks" to complete or update information for a new application

• Confirmed Accurate

Test Scenario 6: File Splitting - Household Member establishes new application (assigned new Applicant Code)

• Does Household Member with a new application create a new client profile in CRM - requiring a manual merge
• Can new client record be matched with and update existing CRM client profile instead
• *CRM behaviour to be adapted - household member to be removed from RGI service delivery
  

Test Scenario 7: Removing Household Members

• Remove household member on RGI service delivery
• *CRM behaviour to be adapted - household member to be removed from RGI service delivery

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
• Confirmed Accurate

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
• Confirmed Accurate