---
# System prepended metadata

title: Note Test Journeys

---

# Note Test Journeys

## Journey 1 :flag-us:

1. **Initial Fitting**
2. Was able to conduct appointment? **No**
3. Submit
4. Verify Notes Timeline
    * **Appointment Did Not Take Place**
6. Verify Email
    * Subject: **Initial Fitting**
    * Customer: **Hyperlinked to Customer's Opportunity**
    * Appointment Occured: **No**
    * Keeping Device:
    * **Follow Up** Appointment: **Not scheduled**
    * Country: **US**
7. Verify Chatter
    * Appointment Type: **Initial Fitting**
    * Appointment Took Place: **No**

---

1. **Initial Fitting**
2. Was able to conduct appointment? **Yes**
3. Is keeping devices? **No**
4. General observation note: **note**
5. Submit
4. Verify Notes Timeline
    * **Initial Fitting**
    * Is keeping devices? **No**
    * General note: **note**
7. Verify Email
    * Subject: **Initial Fitting**
    * Customer: **Hyperlinked to Customer's Opportunity**
    * Appointment Occured: **Yes**
    * Keeping Device: **No**
    * **Follow Up** Appointment: **Not scheduled**
    * Country: **US**
8. Verify Chatter
    * Appointment Type: **Initial Fitting**
    * Appointment Took Place: **Yes**
    * Customer Keeping Hearing Aids: **No**
    * General Observation: **note**
9. Verify Case
    * Subject: **Fitkit return with hearing aids**
    * Country: **US**

## Journey 2 :flag-us:

1. **Initial Fitting**
2. Was able to conduct appointment? **Yes**
3. Is keeping devices? **Yes**
4. General observation note: **note**
5. Click Next
6. Enter in _coupling information_
7. Click Next
8. Was mobile app setup? **No**
9. Scheduled **follow up** date: **any date**
10. Is fitkit ready to be picked up tomorrow? **No**
11. Technical issues: **Internet Connection**
12. Submit
4. Verify Notes Timeline
    * **Initial Fitting**
    * Is keeping devices? **Yes**
    * General note: **note**
    * Coupling: **whatever you selected**
14. Verify Email
    * Subject: **Initial Fitting**
    * Customer: **Hyperlinked to Customer's Opportunity**
    * Appointment Occured: **Yes**
    * Keeping Device: **Yes**
    * **Follow Up** Appointment: **any date**
    * Country: **US**
15. Verify Chatter
    * Appointment Type: **Initial Fitting**
    * Appointment Took Place: **Yes**
    * Customer Keeping Hearing Aids: **Yes**
    * General Observation: **note**
    * Coupling: **whatever you selected**
    * Phone App Setup: **No**
    * Next Appointment Date: **any date**
    * Technical Issues: **Internet Connection**

---

1. **Follow Up**
2. Was able to conduct appointment? **Yes**
3. Is keeping devices? **No**
4. General observation note: **note**
5. Submit
4. Verify Notes Timeline
    * **Follow Up**
    * Is keeping devices? **No**
    * General note: **note**
7. Verify Email
    * Subject: **Follow Up**
    * Customer: **Hyperlinked to Customer's Opportunity**
    * Appointment Occured: **Yes**
    * Keeping Device: **No**
    * **Follow Up** Appointment: **Not scheduled**
    * Country: **US**
8. Verify Chatter
    * Appointment Type: **Follow Up**
    * Appointment Took Place: **Yes**
    * Customer Keeping Hearing Aids: **No**
    * General Observation: **note**
9. Verify Case
    * Subject: **Fitkit return with hearing aids**
    * Country: **US**

## Journey 3 :flag-us:

1. **Initial Fitting**
2. Was able to conduct appointment? **Yes**
3. Is keeping devices? **Yes**
4. General observation note: **note**
5. Click Next
6. Enter in _coupling information_
7. Click Next
8. Was mobile app setup? **Yes without TeleCare**
9. Scheduled **follow up** date: **Not Scheduled**
10. Is fitkit ready to be picked up tomorrow? **Yes**
11. Technical issues: **Could not sign PDR**
12. Submit
4. Verify Notes Timeline
    * **Initial Fitting**
    * ...all the other selections
14. Verify Email
    * Subject: **Initial Fitting**
    * Customer: **Hyperlinked to Customer's Opportunity**
    * Appointment Occured: **Yes**
    * Keeping Device: **Yes**
    * **Follow Up** Appointment: **Not scheduled**
    * Country: **US**
15. Verify Chatter
    * Appointment Type: **Initial Fitting**
    * Appointment Took Place: **Yes**
    * Customer Keeping Hearing Aids: **Yes**
    * General Observation: **note**
    * Coupling: _whatever you selected_
    * Phone App Setup: **No**
    * Next Appointment Date: **Not scheduled**
    * Technical Issues: **Could Not Sign PDR**
16. Verify Case
    * Subject: **Fitkit return without hearing aids**
    * Country: **US**

---

1. **Follow Up**
2. Was able to conduct appointment? **No**
3. Submit
4. Verify Notes Timeline
    * **Appointment Did Not Take Place**
5. Verify Email
    * Subject: **Follow Up**
    * Customer: **Hyperlinked to Customer's Opportunity**
    * Appointment Occured: **No**
    * Keeping Device:
    * **Follow Up** Appointment: **Not scheduled**
    * Country: **US**
6. Verify Chatter
    * Appointment Type: **Follow Up**
    * Appointment Took Place: **No**

## Journey 4 :flag-us:

1. **Follow Up**
2. Was able to conduct appointment? **Yes**
3. Is keeping devices? **Yes**
5. Did coupling change? **Yes**
4. General observation note: **note**
5. Click Next
6. Enter in _coupling information_
7. Click Next
8. Was mobile app setup? **Yes w/TeleCare**
9. Scheduled **follow up** date: **any date**
10. Is fitkit ready to be picked up tomorrow? **Yes**
11. Technical issues: **Could not sign PDR**
12. Technical issues comment: **techincal issues comment**
13. Submit
4. Verify Notes Timeline
    * **Follow Up**
    * ...all the other selections
15. Verify Email
    * Subject: **Follow Up**
    * Customer: **Hyperlinked to Customer's Opportunity**
    * Appointment Occured: **Yes**
    * Keeping Device: **Yes**
    * **Follow Up** Appointment: **any date**
    * Country: **US**
16. Verify Chatter
    * Appointment Type: **Follow Up**
    * Appointment Took Place: **Yes**
    * Customer Keeping Hearing Aids: **Yes**
    * General Observation: **note**
    * Coupling: _whatever you selected_
    * Phone App Setup: **Yes w/ TeleCare**
    * Next Appointment Date: **any date**
    * Technical issues: **Could not sign PDR**
    * Technical issue comments: **technical issues comment**

---

1. **Follow Up**
2. Was able to conduct appointment? **Yes**
3. Is keeping devices? **Yes**
4. General observation note: **note**
5. Did coupling change? **No**
6. Click Next
8. Was mobile app setup? **No**
9. Scheduled **follow up** date: **Not scheduled**
10. Is fitkit ready to be picked up tomorrow? **Yes**
11. Technical issues: **None**
12. Submit
4. Verify Notes Timeline
    * **Follow Up**
    * ...all the other selections
14. Verify Email
    * Subject: **Follow Up**
    * Customer: **Hyperlinked to Customer's Opportunity**
    * Appointment Occured: **Yes**
    * Keeping Device: **Yes**
    * **Follow Up** Appointment: **Not scheduled**
    * Country: **US**
15. Verify Chatter
    * Appointment Type: **Initial Fitting**
    * Appointment Took Place: **Yes**
    * Customer Keeping Hearing Aids: **Yes**
    * General Observation: **note**
    * Coupling: _whatever you selected_
    * Phone App Setup: **No**
    * Next Appointment Date: **Not scheduled**
16. Verify Case
    * Subject: **Fitkit return without hearing aids**
    * Country: **US**

## Journey 5 :flag-us:

1. **Initial Fitting With Shoebox**
2. Was able to conduct appointment? **Yes**
3. Is keeping devices? **No**
4. General observation note: **note**
5. Submit
4. Verify Notes Timeline
    * **Initial Fitting With Shoebox**
    * Is keeping devices? **No**
7. Verify Email
    * Subject: **Initial Fitting with Shoebox**
    * Customer: **Hyperlinked to Customer's Opportunity**
    * Appointment Occured: **Yes**
    * Keeping Device: **No**
    * **Follow Up** Appointment: **Not scheduled**
    * Country: **US**
8. Verify Chatter
    * Appointment Type: **Initial Fitting With Shoebox**
    * Appointment Took Place: **Yes**
    * Customer Keeping Hearing Aids: **Yes**
    * General Observation: **note**
9. Verify Case
    * Subject: **Fitkit return with hearing aids**
    * Country: **US**
10. Verify Case
    * Subject: **Shoebox return**
    * Country: **US**

## Journey 6 :flag-us:

1. **Initial Fitting with Shoebox**
2. Was able to conduct appointment? **Yes**
3. Is keeping devices? **Yes**
4. General observation note: **note**
5. Click Next
6. Enter in _coupling information_
7. Click Next
8. Was mobile app setup? **No**
9. Scheduled **follow up** date: **any date**
10. Is fitkit ready to be picked up tomorrow? **Yes**
11. Technical issues: **Could Not Sign PDR**
12. Submit
4. Verify Notes Timeline
    * **Initial Fitting With Shoebox**
    * ...all the other selections
14. Verify Email
    * Subject: **Initial Fitting with shoebox**
    * Customer: **Hyperlinked to Customer's Opportunity**
    * Appointment Occured: **Yes**
    * Keeping Device: **Yes**
    * **Follow Up** Appointment: **any date**
    * Country: **US**
15. Verify Chatter
    * Appointment Type: **Initial Fitting With Shoebox**
    * Appointment Took Place: **Yes**
    * Customer Keeping Hearing Aids: **Yes**
    * General Observation: **note**
    * Coupling: _whatever you selected_
    * Phone App Setup: **No**
    * Next Appointment Date: **any date**
    * Technical Issues: **Could Not Sign PDR**
16. Verify Case
    * Subject: **Shoebox return**
    * Country: **US**

## Journey 7 :flag-us:

1. **Initial Fitting with Shoebox** 
2. Was able to conduct appointment? **No**
3. Submit
4. Verify Notes Timeline
    * **Appointment Did Not Take Place**
5. Verify Email
    * Subject: **Initial Fitting with Shoebox**
    * Customer: **Hyperlinked to Customer's Opportunity**
    * Appointment Occured: **No**
    * Keeping Device:
    * **Follow Up** Appointment: **Not scheduled**
    * Country: **US**
6. Verify Chatter
    * Appointment Type: **Initial Fitting With Shoebox **
    * Appointment Took Place: **No**

---

1. **Initial Fitting with Shoebox**
2. Was able to conduct appointment? **Yes**
3. Is keeping devices? **Yes**
4. General observation note: **note**
5. Click Next
6. Enter in _coupling information_
7. Click Next
8. Was mobile app setup? **No**
9. Scheduled **follow up** date: **Not scheduled**
10. Is fitkit ready to be picked up tomorrow? **Yes**
11. Technical issues: **Internet Connection**
12. Submit
4. Verify Notes Timeline
    * **Initial Fitting With Shoebox**
    * ...all the other selections
14. Verify Email
    * Subject: **Initial Fitting with shoebox**
    * Customer: **Hyperlinked to Customer's Opportunity**
    * Appointment Occured: **Yes**
    * Keeping Device: **Yes**
    * **Follow Up** Appointment: **Not scheduled**
    * Country: **US**
15. Verify Chatter
    * Appointment Type: **Initial Fitting With Shoebox**
    * Appointment Took Place: **Yes**
    * Customer Keeping Hearing Aids: **Yes**
    * General Observation: **note**
    * Coupling: _whatever you selected_
    * Phone App Setup: **No**
    * Next Appointment Date: **Not scheduled**
    * Technical Issues: **Internet Connection**
16. Verify Case
    * Subject: **Fitkit return without hearing aids**
    * Country: **US**
17. Verify Case
    * Subject: **Shoebox return**
    * Country: **US**

## Journey 8 :flag-ca:

1. **Consultation Evaluation**
2. Was able to conduct appointment? **No**
3. Submit
4. Verify Notes Timeline
    * **Appointment Did Not Take Place**
4. Verify entry in notes timeline
5. Verify Email
    * Subject: **Consultation Evaluation**
    * Customer: **Hyperlinked to Customer's Opportunity**
    * Appointment Occured: **No**
    * Keeping Device:
    * **Initial Fit** Appointment: **Not scheduled**
    * Country: **CA**
6. Verify Chatter
    * Appointment Type: **Consultation Evaluation**
    * Appointment Took Place: **No**

---

1. **Consultation Evaluation**
2. Was able to conduct appointment? **Yes**
3. Is keeping devices? **No**
4. General observation note: **note**
5. Submit
4. Verify Notes Timeline
    * **Consultation Evaluation**
    * ...all the other selections
6. Verify entry in notes timeline
7. Verify Email
    * Subject: **Consultation Evaluation**
    * Customer: **Hyperlinked to Customer's Opportunity**
    * Appointment Occured: **Yes**
    * Keeping Device: **No**
    * **Initial Fit** Appointment: **Not scheduled**
    * Country: **CA**
8. Verify Chatter
    * Appointment Type: **Consultation Evaluation**
    * Appointment Took Place: **Yes**
    * Customer Keeping Hearing Aids: **No**
    * General Observation: **note**
9. Verify Case
    * Subject: **Fitkit return without hearing aids**
    * Country: **CA**
10. Verify Case
    * Subject: **Shoebox return**
    * Country: **CA**

## Journey 9 :flag-ca:

1. **Consultation Evaluation**
2. Was able to conduct appointment? **Yes**
3. Is keeping devices? **Yes**
4. General observation note: **note**
5. Next
6. Was mobile app setup? **No**
7. Scheduled **follow up** date: **Not scheduled**
8. Is fitkit ready to be picked up tomorrow? **Yes**
1. Technical Issues: **None**
9. Submit
4. Verify Notes Timeline
    * **Consultation Evaluation**
    * ...all the other selections
11. Verify Email
    * Subject: **Consultation Evaluation**
    * Customer: **Hyperlinked to Customer's Opportunity**
    * Appointment Occured: **Yes**
    * Keeping Device: **Yes**
    * **Initial Fit** Appointment: **Not scheduled**
    * Country: **CA**
12. Verify Chatter
    * Appointment Type: **Consultation Evaluation**
    * Appointment Took Place: **Yes**
    * Customer Keeping Hearing Aids: **Yes**
    * General Observation: **note**
    * Coupling: _whatever you selected_
    * Phone App Setup: **No**
    * Next Appointment Date: **Not scheduled**
13. Verify Case
    * Subject: **Fitkit return without hearing aids**
    * Country: **CA**
14. Verify Case
    * Subject: **Shoebox return**
    * Country: **CA**

## Journey 10 :flag-ca:

1. **Consultation Evaluation**
2. Was able to conduct appointment? **Yes**
3. Is keeping devices? **Yes**
4. General observation note: **note**
5. Next
8. Was mobile app setup? **No**
9. Scheduled **follow up** date: **any date**
10. Is fitkit ready to be picked up tomorrow? **No**
1. Technical Issues: **Internet Connection**
9. Submit
4. Verify Notes Timeline
    * **Consultation Evaluation**
    * ...all the other selections
11. Verify Email
    * Subject: **Consultation Evaluation**
    * Customer: **Hyperlinked to Customer's Opportunity**
    * Appointment Occured: **Yes**
    * Keeping Device: **Yes**
    * **Initial Fit** Appointment: **any date**
    * Country: **CA**
12. Verify Chatter
    * Appointment Type: **Consultation Evaluation**
    * Appointment Took Place: **Yes**
    * Customer Keeping Hearing Aids: **Yes**
    * General Observation: **note**
    * Phone App Setup: **No**
    * Next Appointment Date: **any date**
13. Verify Case
    * Subject: **Shoebox return**
    * Country: **CA**

---

1. **Initial Fitting**
2. Was able to conduct appointment? **Yes**
3. Is keeping devices? **Yes**
4. General observation note: **note**
5. Click Next
6. Enter in _coupling information_
7. Click Next
6. Was mobile app setup? **No**
7. Scheduled **follow up** date: **any date**
8. Is fitkit ready to be picked up tomorrow? **No**
11. Technical issues: **Internet Connection**
12. Submit
4. Verify Notes Timeline
    * **Initial Fitting**
    * ...all the other selections
14. Verify Email
    * Subject: **Initial Fitting**
    * Customer: **Hyperlinked to Customer's Opportunity**
    * Appointment Occured: **Yes**
    * Keeping Device: **Yes**
    * **Follow Up** Appointment: **any date**
    * Country: **US**
15. Verify Chatter
    * Appointment Type: **Initial Fitting**
    * Appointment Took Place: **Yes**
    * Customer Keeping Hearing Aids: **Yes**
    * General Observation: **note**
    * Coupling: _whatever you selected_
    * Phone App Setup: **No**
    * Next Appointment Date: **any date**
    * Technical Issues: **Internet Connection**

---

1. **Follow Up**
2. Was able to conduct appointment? **Yes**
3. Is keeping devices? **No**
4. General observation note: **note**
5. Submit
4. Verify Notes Timeline
    * **Follow Up**
    * ...all the other selections
7. Verify Email
    * Subject: **Follow Up**
    * Customer: **Hyperlinked to Customer's Opportunity**
    * Appointment Occured: **Yes**
    * Keeping Device: **No**
    * **Follow Up** Appointment: **Not scheduled**
    * Country: **US**
8. Verify Chatter
    * Appointment Type: **Follow Up**
    * Appointment Took Place: **Yes**
    * Customer Keeping Hearing Aids: **No**
    * General Observation: **note**
9. Verify Case
    * Subject: **Fitkit return with hearing aids**
    * Country: **US**
