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Testing for Regulated Organization flows
Justin Obara edited this page Mar 16, 2023
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- Go through the main page and select the link “For Federally Regulated Organizations”.
- Select the links for “Learn more about getting input for your projects”
- Once you have reviewed these pages go back to the home page.
Please go through the create account process to make your account.
- From the home page, please make an account for your organization.
- When you get to a step “Who you’re joining as”, make sure to select “Regulated Organizations: Business, Federal Government and Public Sector Organizations ”
- You have completed this step when you have verified your email, created your organization, and ended up on your dashboard.
- Go to settings, and go to “website accessibility preferences”.
- You can experiment with the accessibility preferences on this page, including contrast themes and a basic text to speech feature.
- Under “quick links”, please click “my organization’s page”. Please fill out your public page from here and save.
- You are done with this step once you have filled out everything that is required, and saved.
- For testing purposes, log into the admin back end and go to manage accounts. Approve your own account. This is a stand in for the user going through the orientation process.
- You are done this step when your user account has been approved, and you received a verification email.
Once you have received an email notification confirming that your account has been approved, you can go ahead and publish your page.
- Go to edit your public page
- Publish your page
- You are done this step when you land on your published public page.
From the projects page, please create a project page. This can be an example project, just for the purposes of testing this website.
- Once you have completed all the steps, you can preview and publish the project.
- You are done with this task when you have published your project page, and landed on your newly published project page.
From your Manage Projects page, you can create engagements for your project. We’re going to ask you to make 3 engagements with different recruitment methods. These can be example engagements, just for the purposes of testing this website.
- From your published project page, please go to your Manage Project page.
- From the Manage Project page, please create the following engagements for this project:
- As you create this new engagement, select “Individuals with lived experience of being disabled or Deaf” in response to the question about “who do you want to engage with?”.
- In the following steps, choose “Open Calls” as your recruitment method.
- You can fill out the rest of the steps as you wish.
- You are done with this step when you land on the Manage engagement page.
- As you create your second engagement, select “Individuals with lived experience of being disabled or Deaf” in response to the question about “who do you want to engage with?
- In the following steps, choose “Community Connector” as your recruitment method.
- You can fill out the rest of the steps as you wish.
- You are done with this step when you land on the Manage engagement page.
- As you create your third engagement, select “A community organization who represents or supports the disability or Deaf community” in response to the question about “who do you want to engage with?”
- You can fill out the rest of the steps as you wish.
- You are done with this step when you land on the Manage engagement page.
You are done with this task when you have created all three engagements.
Now that you’ve created your engagements, you can use the Manage Engagement page to edit and add information about each of your engagements.
- On the Manage engagement page for each engagement, please fill in your engagement details. You are done with this step when you have saved your engagement details for all three engagements.
- If any of your engagements are focus groups, workshops, or other - in person or virtual meeting, you will also have to add at least one meeting.
- Don’t worry about publishing this page yet, you will not be able to publish until you complete a few more steps.
- Go to Manage project, the estimates and agreements tab.
- Make sure all the engagements you've made are listed there, and request an estimate. If an engagement isn't there, go back to the engagements you've made and make sure all the information in the engagement details have been filled out. If you have any engagements that is a focus group, workshop, or other - in person or virtual meeting, you will also have to make sure there is at least one meeting added.
- Just for testing purposes, log into the website as an admin. Go to estimates and agreements, find your estimate request, and:
- Mark the estimate as returned
- Mark the agreement as received
- Log back into your community organization account, go back to the estimates and agreements page. Mark the estimate as approved. This is a stand in for the actual estimates & agreements approval process.
- You are done with this step once you approve your estimate, and get an email notification confirming that your agreement has been received.
Please publish your engagement details. You are done when all three of your engagements have been published.
- On the Manage Engagement page, please add [sample community connector name here] at [email here] as your community connector.
- You are done with this step when [sample community connector name here] appears on your “Manage Engagement” page as your community connector.
- Please add [sample community org name here] as your community organization.
- You are done with this step when [sample community org name here] appears on your “Manage Engagement” page as your community organization for this engagement.
- On the navigation bar, select the “Projects” tab.
- Click the “browse all projects” button.
- Use the available filters and test the functionality by filtering.
- Select and open any of the available projects and review its content.
- On the navigation bar, select the “People and organizations” tab.
- Select the link “Browse individuals” and "Browse community organizations".
- Select and open any of the available individuals and review their profiles.
- From the top navigation, go to “Resources and training“.
- Under “Featured trainings“, select the “Sample course“.
- Under “Modules“ open the first module.
- Watch the entire video.
- Click “Back > Sample course“ to return to the course page.
- The module should have a “completed“ badge.
- Open the second module.
- Watch the first 1 or 2 seconds and pause the video.
- Click “Back > Sample course“ to return to the course page.
- The module should have an “in progress“ badge.
- From the top navigation, go to “Dashboard“.
- From the “Quick links“, go to “My trainings“.
- The “Sample course“ should be under “In progress“.
- Open the “Sample course“
- Complete watching all of the modules and return to the “Sample course“ page
- Under “Quiz“, “Take Quiz“ should now be available.
NOTE: All of the questions are correctly answered by selecting the last two options.
- Click “Take Quiz“.
- Skip answering some of the questions and click “Submit“.
- The unanswered questions should be indicated.
- Answer all questions, with two or more answered incorrectly, and click “Submit“.
- The score will be displayed at the top.
- The wrong and correct answers should indicated.
- Correct the wrong answers and re-submit the quiz
- The quiz results are displayed.
- A confirmation e-mail certifying your successful completion should have been e-mailed.
- Click “Back to training home page“.
- A button to resend the e-mail confirmation should appear at the top.
- The “Quiz“ section should no longer be available.
- From the top navigation, go to “Dashboard“.
- From the “Quick links“, go to “My trainings“.
- The “Sample course“ should be under “Completed“.