Company: Link Technologies
Case No: L12190. Project: 12.30: LinkSOFT Version 12.30
Logged By: Alvis (Link Technologies) on 02 Mar 2021 09:39AM
Priority: High
Product: Point of Sale
Group: Enhancement
Time Taken: 7.50 (Weight: 7.50)
Version: 12.32
Assigned To: Sanjay (Link Technologies)
Circulation: Alvis, Development, Rashna, Sanjay
Resolve By: Friday, 05 March 2021 12:00 AM [1145 days since logged date]
Status: Closed
Subject: Customer Request changes to processing workflow
Summary:    

The following changes are recommended:

  1. Add a button to submit the request
  2. Workflow is: New -> Submitted -> Approved or Rejected -> Close
  3. Track changes to the request by adding UserModified, DateModified
Audit Notes:Edited by sanjay on 12/03/21 15:51. Edited by sanjay on 03/03/21 08:10. Edited by alvis on 02/03/21 09:39. 
03 Mar 202108:10AM Comment 1 by Sanjay (Link Technologies) Case L12190 added to project 12.3
09 Mar 202101:26PM Comment 2 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 09-03-2021 05:22 PM Time Taken: 2.00
Instructions:
Before Development is started, ensure the following is ready:
1. The case has a clear definition of the issue or change required
2. A test plan is in place
3. Change has been approved by Sanjay

Note:
a. System Test is performed by development in the "Finalised" Development environment (http://linktechnologies.com.au/dev-linksoft-{version}
b. UAT is performed using the installation provided

PART A - Development work for this case has been completed.

1. The change will be available in version:12.32

2. The following changes were made(Include Database object names, Program classes, and any other relevant information):

  1. Customer Request -> Added a button to Submit
  2. When a new record is created, the status is New. The record is to be submitted by the user.

3. Affected Areas:

  1. Customer Request

4. The issue was caused by:

  1. Improvement

5. Notes: 
6. Next Step (Review and System Test (Developer) -> UAT (Quality) -> Documentation): 

----------------------

PART B - Development Reference (Place descriptor for objects changed):

1. Changes implemented was according to the approved design (Y/N):

2. Other relevant notes:


12 Mar 202103:51PM Comment 3 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 12-03-2021 07:50 PM Time Taken: 1.00
For UAT

16 Mar 202111:56AM Comment 4 by Rashna (Edge Business Solutions) Assigned To: Alvis (Link Technologies) Followup Date: 16-03-2021 02:41 PM Time Taken: 1.00
QA Results
Tests carried out according to requirements specified on the case header

Test Results Summary

Table 1 - Summarised list of issues
NoTest DescriptionPass/Fail
1

Create a new request, test creation for each request type

  1. Apply for Credit Limit
  2. Change card PIN
  3. Complaint / Enquiry
  4. Increase / Decrease Card Limit
  5. Revoke an existing card

Users should be able to "Add, Edit, and Delete Records

Pass
2
  1. Configure the document template "Customer Request Notification".
  2. Submit the request for "Apply for Customer Account" for the prospect Freddy. The status should be updated to "Submitted". 
  3.  This should send the email to the user
Pass
3
  1. Approve the request in 2 above. 
  2. The status should be changed to "Approved".
  3. Notes should be updated with the timestamp to show approval by "Admin". 
  4. An approval email should be sent to the user.
  1. The status is "Submitted".
  2. Notes are not updated under "Follow Up/Notes and Comments". 

Can we make the workflow consistent for each request type - "New -> Submitted -> Approved or Rejected -> Close" 

4

Increase  / Decrease Card Limit - Once approved, the system will change the credit limit on the customer's profile

  1. The credit limit for customer 0004 is 8247.
  2. Create a new request to "Increase  / Decrease Card Limit /".
  3. Set the new limit as "5000" and approve the request.
  4.  This should update the limit on the "Customer Profile". 
Pass
5

Revoke an existing card - Once approved, system will mark the fleet card as deleted.

  1. Customer 0002 has a fleet card with an expiry date as of 12/05/2017.
  2. Create a new request to "Revoke an existing card".
  3. Approved request
  4. This should mark the fleet card as "Deleted" 
Pass

Environment Details

  1. OS version: Windows Server 2012
  2. Application version: 12.320312BETA
  3. Setup: Demo
  4. Server : 10.0.0.14
  5. Database: LINKSOFT-DEMO-123

Next Step: 

  1. For Review

    17 Mar 202109:56AM Comment 5 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 17-03-2021 01:08 PM Time Taken: 2.00
    Instructions:
    Before Development is started, ensure the following is ready:
    1. The case has a clear definition of the issue or change required
    2. A test plan is in place
    3. Change has been approved by Sanjay

    Note:
    a. System Test is performed by development in the "Finalised" Development environment (http://linktechnologies.com.au/dev-linksoft-{version}
    b. UAT is performed using the installation provided

    PART A - Development work for this case has been completed.

    1. The change will be available in version:

    2. The following changes were made(Include Database object names, Program classes, and any other relevant information):

    1. We have extended the timestamp to show Created, Modified, Submitted, Approved, rejected, closed and deleted.
    2. We cannot make the workflow consistent as some request types such as complain/enquiry cannot be approved. Documentation is updated with the workflow that is available for each request type.

    3. Affected Areas:

    1. Customer Request

    4. The issue was caused by:

    1. Improvement

    5. Notes: 
    6. Next Step     (Review and System Test (Developer) -> UAT (Quality) -> Documentation): UAT

    ----------------------

    PART B - Development Reference (Place descriptor for objects changed):

    1. Changes implemented was according to the approved design (Y/N):

    2. Other relevant notes:


    18 Mar 202103:50PM Comment 6 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 18-03-2021 07:20 PM Time Taken: 1.00
    QA Results
    Tests carried out according to requirements specified on the case header

    Test Results Summary

    Table 1 - Summarised list of issues
    NoTest DescriptionPass/Fail
    1
    We have extended the timestamp to show Created, Modified, Submitted, Approved, rejected, closed, and deleted.
    1. Create a request for "Apply for Customer Account". 
      1. Modify, Submit, Delete the record. Validate the timestamp is updated.
    2. Create a request for "Revoke an existing card". 
      1. Modify, Submit, Approve/Reject the record. Validate the timestamp is updated.
    		Pass

    Environment Details

    1. OS version: Windows Server 2012
    2. Application version: 12.32.0318BETA
    3. Setup: Demo
    4. Server : 10.0.0.14
    5. Database: LINKSOFT-DEMO-123

    Next Step: 

    1. For Documentation
      1. The following needs to be corrected:
        1. Overview 1.1 Should be "Apply for Customer Account"
        2. Update the fields in the table for item 1.
        3. Correct content for 2.1

    23 Mar 202108:23AM Comment 7 by Alvis (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 23-03-2021 12:20 PM Time Taken: 0.50
    Documentation updated

    24 Mar 202111:17AM Comment 8 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 24-03-2021 03:16 PM
    Thanks guys

    If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L12190 in the subject line of all emails regarding this issue.

    Document size: 21.2 KB
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