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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)

Steps:

  1. Create application in YARDI
  2. Data import to CRM
  3. Review Client Profile & service delivery created in CRM

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:

  1. Find existing Client application in YARDI (from TAWL)

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 

Steps:

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

Test Scenario 5: File updates in New applications

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

Steps:

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

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

Test Scenario 7: Removing Household Members

  • Remove household member on 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

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
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