---
# System prepended metadata

title: Test Plan - Projects & Events

---

# Test Plan - Projects & Events #

## Glossary of terms

| Term      | Definition    |
| --------- | --------------|
|Account    | Monarch keeps track of an account, identified in three stages:               Lead, Prospect and Billing        |
|Agy        | Agency. Companies dedicated to the provision of services related to the       creation, execution and distribution of advertising campaigns.  |
|Deal       | Invoice for your ad campaign  |
|Lead       | Registration of an individual who shows interest in acquiring               a good or hiring a service. A Lead is an Account that needs                   approval by a manager to begin creating deals.  |
|Prospect   | Prospect is an Account that you can immediately create deals                 for and does not need to be approved by a manager.  |
|Manager    | A Role who controls the activities, business dealings, tracking             accounts and agencies media.  |
|Outlet     | Distribution channel. Source where advertising can go (                     Website, Channel TV, Channel Radio, etc.) |
|P&E        | Abbreviation Projects and Events |
|Rev Type   | Revenue Type.  |
|Salesperson|  An individual who sells goods and services media to other                   entities.   |
 

---
      

## 1st Sprint - Projects Page Profile ##

### US 1. P&E Landing Page — Create landing page ###

[User Story](https://www.pivotaltracker.com/story/show/166529380) 

* Role (Like): All Users
* Funcionality / Feature: Need access to `Projects & Events` as a new section from the main menu
* Reason / Result: For the purpose of quickly accessing and identifying P&E as an autonomous feature, as well as for visualizing the key information of the landing page.


#### Test Cases
Describe the result / behavior expected.

NOTE: The status can be "Incomplete/Complete", "In Progress" (currently in testing), "Standby" (waiting for devs).

##### Stage 1 [In Progress]- A new location, “Projects & Events” should exist from the main left upper navigation

- [x] Clickable in all supported browsers (Chrome, Firefox, IE, Edge, Safari)
  - Load time
  - UI 
  - Feedback of experience navigate
      * From Windows 10: Any browser take more time to load and access, Safari isn't friendly the UI.
     
- [x] Icon can be quickly identified and would make sense for users
- [ ] No spelling errors
- [ ] Accomplish with the mock-up design 


##### Stage 2 [In Progress] - Display "Projects & Events" Information
- [x] The information is display on the screen
- [x] Option on the header square appear as selected "By Year"
- [x] Information square with the columns: "Goal", "to Goal", "% Goal", "Run Dates"
- [x] Display a list of current projects
    - NOTE: Check test data set ( (There isn't dataset load, it will be add next sprint))
- [x] Button (+) to add new projects
    - [x] Validate access by role
    - [x] Display new window to "Add a Project"
    
##### Stage 3 [STANDBY] - The “Name” will link me to the P&E Profile
- [x] Project names are clickable
- [x] Project names navigate to the correct profile



| Stage| Actual Result             | Comments                     | Status (Pass/Fail) |
| -----| --------                  | --------                     |-----------|
| 1    |  On the menu appear as: "PROJECTS", isn't comply with mock-up design.                  | It's required to specify which Name will be show up of navigate menu.  (https://i.imgur.com/JkBLscn.png)|P
| 2    | The window "Add a Project" is display successfully, however, it need to improve of design accordingly. | Is missing to identify the fields required, as well as the improve the way to show up Outlet List and change some spelling error regarding to 'Available Inventory'. (https://i.imgur.com/Wfq5thJ.png)|P
| 3    | Project name are clickable and navigate according profile |The time to load expected is excessive when an account is added it's doesn't matter if is a manager or AE role. | P

Pivotal Notes
These are the notes that I would log in Pivotal. I would take most of my test cases and list them. For example...

```
Verified across our supported browsers as a salesperson and as a manager that:
- the navigation on the main menu is clickable
- the icon can be quickly identified and would make sense for users
- there are no spelling errors
- column names for the main content are spelled correctly
- per Ryan, columns can be sorted
- project names are clickable and navigate to the correct profile
```


### US 2. P&E Landing Page - A Manager can create New "Project & Event"
[User Story](https://www.pivotaltracker.com/n/projects/1570819/stories/166530295)

* Role (Like): Manager
* Funcionality / Feature: Need to create a new Project / Event and be able to see the list of them.
* Reason / Result: For the purpose to create and take control of the projects / events, as well as access each option with a simple click.

#### Test Cases
##### Stage 1 [STANDBY] - Display key fields
- [x] Clickable to screen to Add Project and display new window
- [ ] Check the data validation for required fields
    - [ ] In case of empty or invalid data field, show message indicated (standard)
- [ ] Verify information Offices on the scrolldown
- [ ] Show a list of Participating Outlets accordingly to specific projects/events regarding salesperson access

##### Stage 2 [STANDBY] - Optional fields to shown
- [ ] Prove that 'Revenue Goal' is the correct regarding the Outlets selected
- [ ] Add some item into Available Inventory
    - [ ] Check information of Name and Inventory Spots
- [ ] Verify information 'Revenue Type' on the scrolldown 
- [ ] Check that is include on the forecast calculation


| Stage | Actual Result | Comments | Status (Pass/Fail) |
| ----- | --------      | -------- |-----------|
| 1 |The fields are displayed, however there is no key identification.  |Should be show different messages (standard) according the data validation of each fields.   (https://i.imgur.com/WOqR8j7.png) (https://i.imgur.com/rVdY5AY.png)(https://i.imgur.com/8rHjVr2.png)(https://i.imgur.com/jzlZTXF.png)| F
| 2 | You cannot know which are the optional fields for adding information|It's required to identify the business rules to accept the number max to add inventory items. (https://i.imgur.com/aDFTrCR.png) !(https://i.imgur.com/5e8iWkg.png)(https://i.imgur.com/CEYsN23.png) | F




### US 3. P&E Profile Page – Create Profile Page and add suspects
* Role (Like): Manager
* Funcionality / Feature: Need to be able to see the information by project / event quickly, identifying salesperson and activities associated, as well as status commited and projected.  
* Reason / Result: For the purpose of recognizing the states of the current and committed plans for each project / event.


[User Story](https://www.pivotaltracker.com/n/projects/1570819/stories/166530875)
#### Test Cases
##### Stage 1 [STANDBY] - Approach Advertisers
- [x] Access is correct on profile project information
- [x] Check that all advertisers are displayed according to the project / event
- [ ] It is identified if the advertiser accepted or not the offer.
- [ ] You can perform an activity, add a pitch
- [ ] The delete button is easy to identify
- [ ] Project/Event can be removed from the list
- [ ] A message is displayed announcing that project/event information will be deleted
- [ ] All account activities appear
- [ ] You can identify the type of activities registered and notes if any


##### Stage 2 [STANDBY] - Add Suspect to P&E
- [ ] Review the registration form for new projects / events
- [ ] Confirm the messages when you click on save
- [ ] Check the filling of the mandatory fields
- [ ] Suspects are identified to add to the project / event
- [ ] Add advertisers manually
- [ ] Review how many advertisers can be added as new
- [ ] Check if these advertisers have been added successfully

##### Stage 3 [STANDBY] - Revome Adversiter List
- [ ] See the activities associated with a project / event
- [ ] Check that salespeople are underway with activities of a project / event
- [ ] Quickly identify being able to remove an advertiser from the list
- [ ] Select the advertiser you wish to remove from the list
- [ ] Remove the advertiser
- [ ] Check the deleted message


| Stage| Actual Result | Comments | Status (Pass/Fail) |
| -----| --------      | -------- |-----------|
| 1 |The identification of the advertisers in the register of the projects / events is not yet available          |There aren't behavior indicators regarding the accepted or rejected offers on projects and events.     |F       |
| 2 | Some suspects may be added to projects / events with information that is not validated|The registration information of the projects / events is not correct| F
| 3 | Although there is an option to delete accounts associated with projects / events, this does not work correctly|The deletion of the registered information has not been verified.| F

