Steps to Test

Log into the Full Sandbox
URL: https://bythehand–full.sandbox.my.salesforce.com/
1. NOTE: Reminder that your username will end with .FULL
Steps to Verify Student Data
1. Use the App Launcher (9 dots, waffle) at the top left to search for BTH Programming
2. Click the Accounts tab on the top menu navigation
3. Change the list view to All Accounts
4. Open a student Account record and review the data on the Details tab.
  1. Verify the data matches
  2. If the data doesn’t match, verify the data provided to Coastal was accurate in the Excel sheet
5. Repeat this testing for 2-4 other Accounts, ensure that you test all account types of student, parent and caregivers.

There are no further steps for this test case. Select the Pass Test Case or Fail Test Case radio button. Click the Next button. Copy and paste the URL from the record in which you were working to document your test case. Log your findings accordingly.

Log into the Full Sandbox
URL: https://bythehand–full.sandbox.my.salesforce.com/
1. NOTE: Reminder that your username will end with .FULL
Steps to Verify Attendance Data
1. Use the App Launcher (9 dots, waffle) at the top left to search for BTH Programming
2. Click the Accounts tab on the top menu navigation
3. Change the list view to All Accounts
4. Open one of the Students that were used for testing the Student Data Test Case.
5. Click the Program Details tab, and review the data in the Legacy Attendance list.
  1. Verify the data matches
  2. If the data doesn’t match, verify the data provided to Coastal was accurate in the Excel sheet
6. Repeat this testing for 2-4 other Students in other grades and sites.

Log into the Full Sandbox
URL: https://bythehand–full.sandbox.my.salesforce.com/
1. NOTE: Reminder that your username will end with .FULL
Steps to Verify Grades Data
1. Use the App Launcher (9 dots, waffle) at the top left to search for BTH Programming
2. Click the Accounts tab on the top menu navigation
3. Change the list view to All Accounts
4. Open one of the Students that were used for testing the Student Data Test Case.
5. Click the Program Details tab, and review the data in the Report Cards list.
  1. Verify the data matches
  2. If the data doesn’t match, verify the data provided to Coastal was accurate in the Excel sheet
6. Repeat this testing for 2-4 other Students in other grades and sites.

Log into the Full Sandbox
URL: https://bythehand–full.sandbox.my.salesforce.com/
1. NOTE: Reminder that your username will end with .FULL
Steps to Verify Progress Report Data
1. Use the App Launcher (9 dots, waffle) at the top left to search for BTH Programming
2. Click the Accounts tab on the top menu navigation
3. Change the list view to All Accounts
4. Open one of the Students that were used for testing the Student Data Test Case.
5. Review the Life Events on the top of the Account record.
  1. Verify the data matches
  2. If the data doesn’t match, verify the data provided to Coastal was accurate in the Excel sheet
6. Repeat this testing for 2-4 other Students in other grades and sites.

Log into the Full Sandbox
URL: https://bythehand–full.sandbox.my.salesforce.com/
1. NOTE: Reminder that your username will end with .FULL
Steps to Verify Account Data
1. Use the App Launcher (9 dots, waffle) at the top left to search for BTH Fund Development
2. Using Global Search, search for a donor by Full name IMPORTANT: Use a donor that hasn’t had their data modified in Raiser’s Edge since March 10, 2025.
  1. Verify that the person you are looking for appeared in the search results
    1. Open the record in Salesforce
    2. Open the same record in Raiser’s Edge
  2. Compare all fields in the compact layout (highlights section at the top of the page)
  3. Compare all fields with data on the Donor Details Tab between Salesforce and Raiser’s Edge
    1. Verify the data matches
    2. If the data doesn’t match, verify the modified date in RE
  4. Compare all fields with data on the Contact Information Tab between Salesforce and Raiser’s Edge
    1. Verify the data matches
    2. If the data doesn’t match, verify the modified date in RE
3. Repeat this testing for any other donor scenarios, including but not limited to:
  1. Organizations that donate to BTH
  2. Partners or Vendors you do business with
  3. Major Donors
  4. Recurring Donors
  5. Donors with multiple email addresses, phone numbers, or physical addresses

Log into the Full Sandbox
URL: https://bythehand–full.sandbox.my.salesforce.com/
1. NOTE: Reminder that your username will end with .FULL
Steps to Verify Contact Point Phone Data
1. Use the App Launcher (9 dots, waffle) at the top left to search for BTH Fund Development
Open a donor with multiple phone numbers
1. IMPORTANT: Use a donor that hasn’t had their data modified in Raiser’s Edge since March 10, 2025.
2. Click on the Contact Information Tab
3. Open a record included in the Contact Point Phone related list, and compare the data between Salesforce and Raiser’s Edge
  1. Verify the data matches
  2. If the data doesn’t match, verify the modified date in RE

Log into the Full Sandbox
URL: https://bythehand–full.sandbox.my.salesforce.com/
1. NOTE: Reminder that your username will end with .FULL
Steps to Verify Contact Point Email Data
1. Use the App Launcher (9 dots, waffle) at the top left to search for BTH Fund Development
Open a donor with multiple email addresses
1. IMPORTANT: Use a donor that hasn’t had their data modified in Raiser’s Edge since March 10, 2025.
2. Click on the Contact Information Tab
3. Open a record included in the Contact Point Email related list, and compare the data between Salesforce and Raiser’s Edge
  1. Verify the data matches
  2. If the data doesn’t match, verify the modified date in RE

Log into the Full Sandbox
URL: https://bythehand–full.sandbox.my.salesforce.com/
1. NOTE: Reminder that your username will end with .FULL
Steps to Verify Contact Point Addresses Data
1. Use the App Launcher (9 dots, waffle) at the top left to search for BTH Fund Development
Open a donor with multiple physical addresses
1. IMPORTANT: Use a donor that hasn’t had their data modified in Raiser’s Edge since March 10, 2025.
2. Click on the Contact Information Tab
3. Open a record included in the Contact Point Addresses related list, and compare the data between Salesforce and Raiser’s Edge
  1. Verify the data matches
  2. If the data doesn’t match, verify the modified date in RE

Log into the Full Sandbox
URL: https://bythehand–full.sandbox.my.salesforce.com/
1. NOTE: Reminder that your username will end with .FULL
Steps to Verify Account to Account Relationship Data
1. Use the App Launcher (9 dots, waffle) at the top left to search for BTH Fund Development
Open a business account that has a relationship with another business
1. IMPORTANT: Use an account that hasn’t had their data modified in Raiser’s Edge since March 10, 2025.
2. Click on the Relationships Tab
3. Compare the information in the Related Accounts ARC component between Salesforce and Raiser’s Edge
  1. Verify the data matches
  2. If the data doesn’t match, verify the modified date in RE

Log into the Full Sandbox
URL: https://bythehand–full.sandbox.my.salesforce.com/
1. NOTE: Reminder that your username will end with .FULL
Steps to Verify Account to Contact Relationship Data
1. Use the App Launcher (9 dots, waffle) at the top left to search for BTH Fund Development
Open a business account that has a relationship with people
1. IMPORTANT: Use an account that hasn’t had their data modified in Raiser’s Edge since March 10, 2025.
2. Click on the Relationships Tab
3. Compare the information in the Members ARC component between Salesforce and Raiser’s Edge
  1. Verify the data matches
  2. If the data doesn’t match, verify the modified date in RE

Log into the Full Sandbox
URL: https://bythehand–full.sandbox.my.salesforce.com/
1. NOTE: Reminder that your username will end with .FULL
Steps to Verify Contact to Contact Relationship Data
1. Use the App Launcher (9 dots, waffle) at the top left to search for BTH Fund Development
Open an individual donor that has a relationship with other people
1. IMPORTANT: Use an account that hasn’t had their data modified in Raiser’s Edge since March 10, 2025.
2. Click on the Relationships Tab
3. Compare the information in the Family Members ARC component between Salesforce and Raiser’s Edge
  1. Verify the data matches
  2. If the data doesn’t match, verify the modified date in RE

Log into the Full Sandbox
URL: https://bythehand–full.sandbox.my.salesforce.com/
1. NOTE: Reminder that your username will end with .FULL
Steps to Verify Event Data
Open an individual donor or business account that has associated event data
1. IMPORTANT: Use an account that hasn’t had their data modified in Raiser’s Edge since March 10, 2025.
2. Find the Activity section on the lower right side of the page
3. Open a record included in the Activity Timeline, and compare the data between Salesforce and Raiser’s Edge
  1. Verify the data matches
  2. If the data doesn’t match, verify the modified date in RE
4. Verify that future events appear in Upcoming & Overdue section.
5. Verify that past events appear in the past section by month

Log into the Full Sandbox
URL: https://bythehand–full.sandbox.my.salesforce.com/
1. NOTE: Reminder that your username will end with .FULL
Steps to Verify Task Data
Open an individual donor or business account that has associated event data
1. IMPORTANT: Use an account that hasn’t had their data modified in Raiser’s Edge since March 10, 2025.
2. Find the Activity section on the lower right side of the page
3. Open a record included in the Activity Timeline, and compare the data between Salesforce and Raiser’s Edge
  1. Verify the data matches
  2. If the data doesn’t match, verify the modified date in RE
4. Verify that open tasks appear in Upcoming & Overdue section.
5. Verify that completed tasks appear in the past section by month

Log into the Full Sandbox
URL: https://bythehand–full.sandbox.my.salesforce.com/
1. NOTE: Reminder that your username will end with .FULL
Steps to Verify Notes Data
Open an individual donor that has associated note data
1. IMPORTANT: Use an account that hasn’t had their data modified in Raiser’s Edge since March 10, 2025.
2. Find the Activity section on the lower right side of the page
3. Click the Notes tab
4. Compare the Note records between Salesforce and Raiser’s Edge
  1. Verify the data matches
  2. If the data doesn’t match, verify the modified date in RE
5. Repeat steps 2.a-d for Business Account
6. Repeat steps 2.a-d for Tasks
7. Repeat steps 2.a-d for Events

Log into the Full Sandbox
URL: https://bythehand–full.sandbox.my.salesforce.com/
1. NOTE: Reminder that your username will end with .FULL
Steps to Verify Opportunity Data
1. Use the App Launcher (9 dots, waffle) at the top left to search for BTH Fund Development
2. Click the Opportunities tab on the top menu navigation
3. Change the list view to All Opportunities
4. Find and open an Opportunity that was created and completed in 2024 in Raiser’s Edge
5. Compare all fields with data on the Opportunity Details Tab between Salesforce and Raiser’s Edge
  1. Verify the data matches
  2. If the data doesn’t match, verify the modified date in RE
6. Repeat this testing for 2-4 other Opportunities.

Log into the Full Sandbox
URL: https://bythehand–full.sandbox.my.salesforce.com/
1. NOTE: Reminder that your username will end with .FULL
Steps to Verify Opportunity Data
1. Use the App Launcher (9 dots, waffle) at the top left to search for BTH Fund Development
2. Click the Opportunities tab on the top menu navigation
3. Change the list view to All Opportunities
4. Open one of the Opportunities that were used for testing the Opportunities Test Case.
5. Click the Related tab.
6. Compare the people listed in the Contact Roles related list between Salesforce and Raiser’s Edge
  1. Verify the data matches
  2. If the data doesn’t match, verify the modified date in RE
7. Repeat this testing for 2-4 other Opportunities.

Log into the Full Sandbox
URL: https://bythehand–full.sandbox.my.salesforce.com/
1. NOTE: Reminder that your username will end with .FULL
Steps to Verify Gift Commitment Data
1. Use the App Launcher (9 dots, waffle) at the top left to search for BTH Fund Development
2. Click the Gift Commitments tab on the top menu navigation
3. Change the list view to All Gift Commitments
4. Find and open a Gift Commitment that was created and completed in 2024 in Raiser’s Edge
5. Compare all fields with data on the Details Tab between Salesforce and Raiser’s Edge
  1. Verify the data matches
  2. If the data doesn’t match, verify the modified date in RE
6. Repeat this testing for 2-4 other Gift Commitments.

Log into the Full Sandbox
URL: https://bythehand–full.sandbox.my.salesforce.com/
1. NOTE: Reminder that your username will end with .FULL
Steps to Verify Gift Commitment Designation Data
1. Use the App Launcher (9 dots, waffle) at the top left to search for BTH Fund Development
2. Click the Gift Commitments tab on the top menu navigation
3. Change the list view to All Gift Commitments
4. Open one of the Gift Commitments that were used for testing the Gift Commitment Test Case.
5. Click the Related tab.
6. Open a record included in the Gift Default Designation related list, and compare the data between Salesforce and Raiser’s Edge
  1. Verify the data matches
  2. If the data doesn’t match, verify the modified date in RE
7. Repeat this testing for 2-4 other Gift Commitments.

Log into the Full Sandbox
URL: https://bythehand–full.sandbox.my.salesforce.com/
1. NOTE: Reminder that your username will end with .FULL
Steps to Verify Gift Commitment Schedule Data
1. Use the App Launcher (9 dots, waffle) at the top left to search for BTH Fund Development
2. Click the Gift Commitments tab on the top menu navigation
3. Change the list view to All Gift Commitments
4. Open one of the Gift Commitments that were used for testing the Gift Commitment Test Case.
5. Click the Related tab.
6. Open a record included in the Gift Commitment Schedules related list, and compare the data between Salesforce and Raiser’s Edge
  1. Verify the data matches
  2. If the data doesn’t match, verify the modified date in RE
7. Repeat this testing for 2-4 other Gift Commitments.

Log into the Full Sandbox
URL: https://bythehand–full.sandbox.my.salesforce.com/
1. NOTE: Reminder that your username will end with .FULL
Steps to Verify Gift Transactions Data
1. Use the App Launcher (9 dots, waffle) at the top left to search for BTH Fund Development
2. Click the Gift Commitments tab on the top menu navigation
3. Change the list view to All Gift Commitments
4. Open one of the Gift Commitments that were used for testing the Gift Commitment Test Case.
5. Click the Related tab.
6. Open a record included in the Gift Transactions related list, and compare the data between Salesforce and Raiser’s Edge
  1. Verify the data matches
  2. If the data doesn’t match, verify the modified date in RE
7. Repeat this testing for 2-4 other Gift Commitments.

Log into the Full Sandbox
URL: https://bythehand–full.sandbox.my.salesforce.com/
1. NOTE: Reminder that your username will end with .FULL
Steps to Verify Gift Transaction Designation Data
1. Use the App Launcher (9 dots, waffle) at the top left to search for BTH Fund Development
2. Open one of the Gift Transaction records that were used for testing the Gift Transaction Test Case.
3. Find the Gift Transaction Designations list on the Related section of the right side of the page.
4. Compare the information listed in the Gift Transaction Designations related list between Salesforce and Raiser’s Edge
  1. Verify the data matches
  2. If the data doesn’t match, verify the modified date in RE
5. Repeat this testing for 2-4 other Gift Transactions.

Log into the Full Sandbox
URL: https://bythehand–full.sandbox.my.salesforce.com/
1. NOTE: Reminder that your username will end with .FULL
Steps to Verify Gift Soft Credit Data
1. Use the App Launcher (9 dots, waffle) at the top left to search for BTH Fund Development
2. Open a Gift Transaction record that has a soft credit associated with it in Raiser’s Edge.
3. Find the Gift Soft Credit list on the Related section of the right side of the page.
4. Compare the information listed in the Gift Soft Credit related list between Salesforce and Raiser’s Edge
  1. Verify the data matches
  2. If the data doesn’t match, verify the modified date in RE
5. Repeat this testing for 2-4 other Gift Soft Credits.

Log into the Full Sandbox
URL: https://bythehand–full.sandbox.my.salesforce.com/
1. NOTE: Reminder that your username will end with .FULL
Steps to Verify Gift Tribute Data
1. Use the App Launcher (9 dots, waffle) at the top left to search for BTH Fund Development
2. Open a Gift Transaction record that has a in memory of designation associated with it in Raiser’s Edge.
3. Find the Gift Tribute list on the Related section of the right side of the page.
4. Open a record included in the Gift Tribute related list, and compare the data between Salesforce and Raiser’s Edge
  1. Verify the data matches
  2. If the data doesn’t match, verify the modified date in RE
5. Repeat this testing for 2-4 other Gift Tributes.

Log into the Full Sandbox
URL: https://bythehand–full.sandbox.my.salesforce.com/
1. NOTE: Reminder that your username will end with .FULL
Steps to Verify Gift Commitment Schedule Data
1. Use the App Launcher (9 dots, waffle) at the top left to search for BTH Fund Development
2. Click the Gift Commitments tab on the top menu navigation
3. Change the list view to All Gift Commitments
4. Open a Gift Transaction record that has a soft credit associated with it in Raiser’s Edge.
5. Click the Related tab.
6. Compare the data in the Gift Default Soft Credit related list between Salesforce and Raiser’s Edge
  1. Verify the data matches
  2. If the data doesn’t match, verify the modified date in RE
7. Repeat this testing for 2-4 other Gift Commitments.

Log into the Full Sandbox
URL: https://bythehand–full.sandbox.my.salesforce.com/
1. NOTE: Reminder that your username will end with .FULL
Steps to Verify Gift Designation Data
1. Use the App Launcher (9 dots, waffle) at the top left to search for Gift Designations
2. Change the list view to All Gift Designations
3. Verify that all gift designations created in Raiser’s Edge before March 12, 2025 display in this list and are accurate.
  1. Verify the data matches
  2. If the data doesn’t match, verify the modified date in RE

Log into the Full Sandbox
URL: https://bythehand–full.sandbox.my.salesforce.com/
1. NOTE: Reminder that your username will end with .FULL
Steps to Verify Campaign Data
1. Use the App Launcher (9 dots, waffle) at the top left to search for BTH Fund Development
2. Click the Campaigns tab on the top menu navigation
3. Change the list view to All Active Campaigns
4. Find and open a campaign that was created and completed in 2024 in Raiser’s Edge
5. Compare all fields with data on the Details Tab between Salesforce and Raiser’s Edge
  1. Verify the data matches
  2. If the data doesn’t match, verify the modified date in RE
6. Repeat this testing for 2-4 other Campaigns.

Log into the Full Sandbox
URL: https://bythehand–full.sandbox.my.salesforce.com/
1. NOTE: Reminder that your username will end with .FULL
Steps to Verify Campaign Member Data
1. Use the App Launcher (9 dots, waffle) at the top left to search for BTH Fund Development
2. Click the Campaigns tab on the top menu navigation
3. Change the list view to All Active Campaigns
4. Open one of the Campaigns that were used for testing the Campaign Test Case.
5. Click the Related tab.
6. Compare the people listed in the Campaign Members related list between Salesforce and Raiser’s Edge
  1. Verify the data matches
  2. If the data doesn’t match, verify the modified date in RE
7. Repeat this testing for 2-4 other Campaigns.

Log into the Full Sandbox
URL: https://bythehand–full.sandbox.my.salesforce.com/
1. NOTE: Reminder that your username will end with .FULL
Steps to Verify Campaign Member Status Data
1. Use the App Launcher (9 dots, waffle) at the top left to search for BTH Fund Development
2. Click the Campaigns tab on the top menu navigation
3. Change the list view to All Active Campaigns
4. Open one of the Campaigns that were used for testing the Campaign Test Case.
5. Click the Related tab.
6. Compare the values listed in the Campaign Member Status related list between Salesforce and Raiser’s Edge
  1. Verify the data matches
  2. If the data doesn’t match, verify the modified date in RE
7. Repeat this testing for 2-4 other Campaigns.

Log into the Full Sandbox
URL: https://bythehand–full.sandbox.my.salesforce.com/
1. NOTE: Reminder that your username will end with .FULL
Steps to Verify User Data
1. Use the App Launcher (9 dots, waffle) at the top left to search for BTH Fund Development
2. Using Global Search, search for a donor by Full name IMPORTANT: Use a donor that hasn’t had their data modified in Raiser’s Edge since March 10, 2025.
  1. Verify that the names in Created By match.
    1. Open the record in Salesforce
    2. Open the same record in Raiser’s Edge
  2. Open an associated Opportunity record, verify that the name in Created By match.
  3. Open an associated Gift Commitment record, verify that the name in Created By match.
  4. Open an associated Gift Transaction record, verify that the name in Created By match.
  5. Open an associated Event record, verify that the names in Assigned To, Created By match.
  6. Open an associated Task record, verify that the names in Assigned To, Created By match.
  7. Open an associated Note record, verify that the names in Created By match.
3. Check any other migrated records to confirm the user values are correct.

Business Account Creation
1. Navigate to the Accounts tab
2. Click the New button
3. Select the Business Account radio button.
4. Click Next
5. Fill in the Account Name field.
6. Verify that the Type field has the following options to select:
  1. Business
  2. Church
  3. Foundation
  4. Other
7. Select one of the options for the Type field
8. Fill in as many other fields as desired.
9. Click Save
10. Result: I can create a Business Account record. While creating this record, I have a curated list of values to indicate the Type of the Business Account.
Donor Creation
1. Navigate to the Accounts tab
2. Click the New button
3. Select the Donor radio button.
4. Click Next
5. Fill in the First Name and Last Name fields.
6. Verify that the Type field has the following options to select:
  1. Donor
  2. Sponsor
  3. Other
7. Select one of the options for the Type field
8. Fill in as many other fields as desired.
  1. NOTE: if you fill in the Email field, please use an email that you have access to. To make it unique, you can append “+[word]” prior to the @ symbol. E.g. My email is sara.rubeck@coastalcloud.us, but I can do sara.rubeck+flower@coastalcloud.us to give a test donor record a unique email
9. Click Save
10. Result: I can create a Donor record. While creating this record, I have a curated list of values to indicate the Type of the Donor.

Access Donor and Donor related information
1. Click the Accounts tab
2. Press the drop down arrow next to “Recently Viewed” to change the list view.
3. Select “My Accounts” list view.
4. Select a Donor record by clicking the Account Name
5. Review the Donor Details tab.
6. Verify that you can see the following fields:
  1. Account Name
  2. Nickname
  3. Maiden Name
  4. Recognition Name
  5. Phone
  6. Type
  7. Donor Status
  8. Giving Level
  9. Receipt Preference
  10. Anonymous
  11. Email
  12. Email Opt Out
  13. Do Not Mail
  14. Do Not Solicit
  15. Mailing Address
  16. Birthdate
  17. Marital Status
  18. Deceased
  19. Deceased Date.
7. Results: I can navigate to a donor and see donor-specific information, including demographic data (name/address/etc.) and donor level.
Past Giving and Open Opportunities
1. Continue with the Account above
2. Navigate to the Related tab
3. Verify the Related Lists available:
  1. Opportunities
  2. Gift Commitments
  3. Gift Transactions
  4. Gift Soft Credits
4. NOTE: You may not have any records in these related lists yet
5. Results: I can view past giving and open Opportunities/Commitments related to a Donor record.
Accessing Business Account and Business Account related information
1. Click the Accounts tab
2. Press the drop down arrow next to “Recently Viewed” to change the list view.
3. Select “My Accounts” list view.
4. Select a Business Account record by clicking the Account Name
5. Review the Business Details tab.
6. Confirm that you can see the following fields
  1. Account Name
  2. Recognition Name
  3. Type
  4. Website
  5. Primary Contact
  6. Phone
  7. Fax
  8. Do Not Mail
  9. Do Not Solicit
  10. Anonymous
  11. Giving Level
  12. Receipt Preference
  13. Donor Status
  14. First Gift Date
  15. Billing Address
  16. Shipping Address
7. Results: I can navigate to a Business Account and see business-specific information, including demographic data (name/address/etc.) and donor status information
Past Giving and Open Opportunities
1. Continue with the Account above
2. Navigate to the Related tab
3. Verify the Related Lists available:
  1. Opportunities
  2. Gift Commitments
  3. Gift Transactions
  4. Gift Soft Credits
4. NOTE: You may not have any records in these related lists yet
5. Results: I can view past giving and open Opportunities/Commitments related to a Business Account record.

Creating an Account and setting a Donor Level
1. Navigate to the Accounts tab.
2. Click the New button.
3. Select the Donor radio button
4. Press Next.
5. Fill in the First Name and Last Name fields.
6. Find and click into the Giving Level field and confirm that you see the following values as options:
  1. Major
  2. Mid-Level
  3. Core
7. Select one of the values for Giving Level.
8. Fill in as many other fields as desired.
  1. NOTE: if you fill in the Email field, please use an email that you have access to. To make it unique, you can append “+[word]” prior to the @ symbol. E.g. My email is sara.rubeck@coastalcloud.us, but I can do sara.rubeck+flower@coastalcloud.us to give a test donor record a unique email
9. Press the Save button. You should then be brought to your new Donor record.
10. Result: I can create a Donor record and indicate the person’s Giving Level.
Demonstrate that the Giving Level can be maintained by staff.
1. On the new Donor record that you just created, click the pencil icon next to the Giving Level field.
2. Change the value.
3. Press Save.
4. Result: As a staff member, I am able to update the Giving Level value on a Donor record as needed.

Visibility to my own portfolio
1. Click the Accounts tab
2. Click the drop down arrow next to “Recently Viewed” to change the list view.
3. Select the “My Accounts” list view.
4. Verify that you can see all of the Accounts where you are the owner, and you cannot see Accounts owned by others on this list
  1. NOTE: you can check that you are the owner by looking at the Account Owner Alias column. All records should show the first letter of your first name followed by the first 4 letters of your last name.
5. Results: I can access a list my donors
Remove My Ownership
1. Click on an Account that you own from the above list
2. Within the Highlights Panel at the top of the record page, click the Person Icon next to your name in the Account Owner field
3. In the Select New Owner field, search for and select another Fundraising tester.
4. Click Change Owner to save
5. Verify that you are no longer listed as the Account Owner.
6. Results: I can reassign a donor to another member of the fund development staff.
Select Ownership
1. Navigate to the Accounts tab
2. Click the drop down arrow next to “Recently Viewed” to change the list view.
3. Select the “All Accounts” list view.
4. Click on an Account from the list – make sure that it is one that you are NOT the owner of (your name is not listed in the columns Owner First Name and Owner Last Name)
5. Within the Highlights Panel, click the Person Icon next to owner’s name in the Account Owner field
6. In the Select New Owner field, search users for your name and select it
7. Click Change Owner to save
8. Verify that you are now listed in the Account Owner field.
9. Results: I can request access to donors who are not assigned to me

Create a Donor record to use.
1. Click on the Accounts tab.
2. Press the New button.
3. Select the Donor radio button.
4. Press the Next button.
5. Fill in as many fields as desired, at minimum filling out the following:
  1. First Name
  2. Last Name
  3. NOTE: if you fill in the Email field, please use an email that you have access to. To make it unique, you can append “+[word]” prior to the @ symbol. E.g. My email is sara.rubeck@coastalcloud.us, but I can do sara.rubeck+flower@coastalcloud.us to give a test donor record a unique email
6. Press Save.
7. Results: I can create a Donor record.
Creating and Managing Opportunities – Major Gift
1. From the Donor record page that you just created, click on the Related tab.
2. Press the New button on the Opportunities related list
3. Select the Major Gift radio button.
4. Press the Next button.
5. Fill in as many fields as desired, at minimum filling out the following fields:
  1. Opportunity Name
  2. Close Date
  3. Stage
  4. Amount
6. Click Save
7. Results: I can create a Major Gift Opportunity record.
Changing the Opportunity Stage
1. From the Donor record page you have been working with, click on the hyperlink of the name of the record listed in the Opportunities related list to open the record.
2. Click the pencil icon next to the Stage field OR click the Edit button at the top right of the screen
3. Select “Verbal Commitment” from the options in the Stage field.
4. Click Save
5. Results: I can change the value of the Stage field on an Opportunity record.
Create a new Gift Commitment record
1. From the Opportunity record page, click the New Gift Commitment button in the upper right corner.
2. Confirm the following fields are visible/editable on the pop-up
  1. Name – this should be auto-populated in the format “[Donor Name] – Gift Commitment for [Opportunity Name]”
  2. Expected Total Commitment Amount – this should be auto-populated with the value you entered for Amount when creating the Opportunity record. This can be changed.
  3. Effective Start Date
  4. Description
  5. Status – this should be auto-populated as “Draft.” This can be changed.
  6. Recurrence Type – this should be auto-populated as “Open Ended.” This can be changed.
  7. Formal Commitment Type – this should be auto-populated as “Verbal.” This can be changed.
3. Click Save
4. Click on the Related tab on the Opportunity record.
5. Click on the hyperlink under the Name section in the Gift Commitments related list to open the Gift Commitment record.
6. Verify that you can see the values that you entered in the step above filled in on the record page.
7. Results: A screen guides me through creating a Gift Commitment with the above details. This is performed directly from the Opportunity record, linking the two together.

Tasks and Events on Accounts for Fundraising Users
1. Navigate to the Accounts tab.
2. Open any Donor record by clicking on the hyperlink listed under Account Name.
  1. NOTE: if you do not see any Donor records, you may need to change the list view. Click on the little dropdown next to “Recently Viewed” and select the “Donor Accounts” list view option.
3. Confirm that you can see the Activity Timeline on the right side of the page with two buttons:
  1. A pink calendar (event)
  2. A green checklist (task)
4. Press the pink calendar button to create an Event record.
5. Confirm you see the following options under the Type field:
  1. Meeting
  2. Call
  3. Benefit
  4. Other
6. Fill out as many fields as desired and press Save.
7. Confirm that you now see your Event record in the Activity Timeline.
8. Press the green checklist button to create a Task record.
9. Confirm you see the following options under the Type field:
  1. Initial Outreach
  2. Personal Note
  3. Secure Meeting
  4. Meeting
  5. Ask/Proposal
  6. Thank You
  7. Other
10. Fill out as many fields as desired and press Save.
11. Confirm that you now see your Task record in the Activity Timeline.
12. Result: You can create a Task and Event record and associate it with an Account record. The Task and Event records each have a Type field that has values specifically curated for the Fundraising team.
Tasks and Events on Campaigns for Fundraising Users
1. Navigate to the Campaign tab.
2. Press the New button.
3. Fill out as many fields as desired, at minimum filling out the following fields:
  1. Campaign Name
  2. Active – check the box
  3. Status
  4. Type
4. Press Save. You will then be brought to the new Campaign record.
5. Confirm that you can see the Activity Timeline on the right side of the page with two buttons:
  1. A pink calendar (event)
  2. A green checklist (task)
6. Press the pink calendar button to create an Event record.
7. Confirm you see the following options under the Type field:
  1. Meeting
  2. Call
  3. Benefit
  4. Other
8. Fill out as many fields as desired and press Save.
9. Confirm that you now see your Event record in the Activity Timeline.
10. Press the green checklist button to create a Task record.
11. Confirm you see the following options under the Type field:
  1. Initial Outreach
  2. Personal Note
  3. Secure Meeting
  4. Meeting
  5. Ask/Proposal
  6. Thank You
  7. Other
12. Fill out as many fields as desired and press Save.
13. Confirm that you now see your Task record in the Activity Timeline.
14. Result: You can create a Task and Event record and associate it with a Campaign record. The Task and Event records each have a Type field that has values specifically curated for the Fundraising team.
Tasks and Events on Opportunities for Fundraising Users
1. Navigate to the Opportunities tab.
2. Press the New button.
3. Select the Major Gift radio button.
4. Press Next.
5. Fill out as many fields as desired, at minimum filling out the following fields:
  1. Opportunity Name
  2. Close Date
  3. Stage
6. Press Save. You will be brought to the new Opportunity record.
7. Confirm that you can see the Activity Timeline on the right side of the page with two buttons:
  1. A pink calendar (event)
  2. A green checklist (task)
8. Press the pink calendar button to create an Event record.
9. Confirm you see the following options under the Type field:
  1. Meeting
  2. Call
  3. Benefit
  4. Other
10. Fill out as many fields as desired and press Save.
11. Confirm that you now see your Event record in the Activity Timeline.
12. Press the green checklist button to create a Task record.
13. Confirm you see the following options under the Type field:
  1. Initial Outreach
  2. Personal Note
  3. Secure Meeting
  4. Meeting
  5. Ask/Proposal
  6. Thank You
  7. Other
14. Fill out as many fields as desired and press Save.
15. Confirm that you now see your Task record in the Activity Timeline.
16. Result: You can create a Task and Event record and associate it with an Opportunity record. The Task and Event records each have a Type field that has values specifically curated for the Fundraising team.
Tasks and Events on Gift Commitments for Fundraising Users
1. Navigate to the Gift Commitments tab.
2. Press the New button.
3. Fill out as many fields as desired, at minimum filling out the following fields:
  1. Donor – search for and select the Donor record you made at the beginning of this test.
  2. Name
  3. Status – you can leave this in “Draft” if you’d like.
4. Press Save. You will be brought to the new Gift Commitment record you just created.
5. Confirm that you can see the Activity Timeline on the right side of the page with two buttons:
  1. A pink calendar (event)
  2. A green checklist (task)
6. Press the pink calendar button to create an Event record.
7. Confirm you see the following options under the Type field:
  1. Meeting
  2. Call
  3. Benefit
  4. Other
8. Fill out as many fields as desired and press Save.
9. Confirm that you now see your Event record in the Activity Timeline.
10. Press the green checklist button to create a Task record.
11. Confirm you see the following options under the Type field:
  1. Initial Outreach
  2. Personal Note
  3. Secure Meeting
  4. Meeting
  5. Ask/Proposal
  6. Thank You
  7. Other
12. Fill out as many fields as desired and press Save.
13. Confirm that you now see your Task record in the Activity Timeline.
14. Result: You can create a Task and Event record and associate it with a Gift Commitment record. The Task and Event records each have a Type field that has values specifically curated for the Fundraising team.
Tasks and Activities on Gift Transactions for Fundraising Users
1. Navigate to the Gift Entries tab.
2. Press the New Gift Entry button.
3. Fill in the following fields:
  1. Gift Type – set this to “Individual”
  2. Donor – search for and select the Donor record you created used at the beginning of the test
  3. Gift Received Date – set to today’s date
  4. Gift Amount – set to 300
  5. Payment Method – choose any value (depending on the value you choose, you may be asked to provide additional information)
4. Press the Save button.
5. Click on the first hyperlink under the Name column in the list to open the newly created Gift Entry record.
6. Click on the hyperlink in the Gift Transaction field to navigate to the Gift Transaction record.
7. Click on the Activity tab on the right side of the page.
8. Confirm that you can see the Activity Timeline on the right side of the page with two buttons:
  1. A pink calendar (event)
  2. A green checklist (task)
9. Press the pink calendar button to create an Event record.
10. Confirm you see the following options under the Type field:
  1. Meeting
  2. Call
  3. Benefit
  4. Other
11. Fill out as many fields as desired and press Save.
12. Confirm that you now see your Event record in the Activity Timeline.
13. Press the green checklist button to create a Task record.
14. Confirm you see the following options under the Type field:
  1. Initial Outreach
  2. Personal Note
  3. Secure Meeting
  4. Meeting
  5. Ask/Proposal
  6. Thank You
  7. Other
15. Fill out as many fields as desired and press Save.
16. Confirm that you now see your Task record in the Activity Timeline.
17. Result: You can create a Task and Event record and associate it with a Gift Transaction record. The Task and Event records each have a Type field that has values specifically curated for the Fundraising team.

Create a Campaign record
1. Click on the Campaigns tab.
2. Press the New button
3. Fill in as many fields as desired, at minimum filling in the following fields:
  1. Active – check the box
  2. Campaign Name
  3. Status – confirm the following values are available:
    1. Planned
    2. In Progress
    3. Completed
    4. Abandoned
  4. Type – confirm the following values are available:
    1. Classy
    2. Email
    3. Fall Fund Drive
    4. Special Event
    5. Spring Benefit
    6. Other
4. Press Save. You will be brought to the newly created Campaign record page.
5. Results: I can create a Campaign record.
Creating a Campaign hierarchy
1. Click the Campaigns tab.
2. Press the New button
3. Fill in as many fields as desired, at minimum filling in the following fields:
  1. Active – check the box
  2. Campaign Name
  3. Parent Campaign – search for and select the Campaign record you created above
  4. Type
4. Press Save. You will be brought to the newly created Campaign record page.
5. Press the View Campaign Hierarchy button in the upper right corner of the page.
6. Confirm that you can see a hierarchy of Campaigns, with the Campaign you just made listed below the Campaign you made earlier.
7. Results: I can connect different Campaign records together in a hierarchy.
Adding Campaign Members
1. Return to the Campaign record you created above by clicking the back button on your browser.
2. Click the Related tab
3. Click Add Accounts in the Campaign Members related list.
4. Search for and select a Donor record that you’ve previously made.
5. You can then search for and select as many other Donor records as desired.
6. Press Next
7. Press Submit.
8. Confirm that you now see the Donors you selected listed in the Campaign Members related list.
9. Results: I can connect people to a Campaign as Campaign Members.
Connect Gift Commitments to a Campaign
1. Continue working with the Campaign you created above.
2. Click on the Related tab.
3. Press the New button in the Gift Commitments related list.
4. Fill in as many fields as desired, at minimum filling out the following fields:
  1. Donor – find and select a Donor account that you’ve previously created.
  2. Name
  3. Expected Total Commitment Amount
5. Press the Save button
6. Confirm that you can see a record in the Gift Commitments related list
7. Result: I can see Gift Commitments related to a Campaign record from the Campaign record
Connect Gift Transactions to a Campaign
1. Navigate to the Gift Entries tab.
2. Press the New Gift Entry button.
3. Fill in the following fields:
  1. Gift Type – set this to “Individual”
  2. Donor – search for and select the Donor record you created prior to this test
  3. Gift Received Date – set to today’s date
  4. Campaign – search for and select the Campaign record you’ve been working with in this test
  5. Gift Amount – set to 300
  6. Payment Method – choose any value (depending on the value you choose, you may be asked to provide additional information)
  7. You may need to update the Set Designation Information section to allocate the proper amount to the Gift Designation
4. Press the Save button.
5. Click on the first hyperlink under the Name column in the list to open the newly created Gift Entry record.
6. Note the value listed in the Gift Transaction field.
7. Click on the hyperlink in the Campaign field to navigate to the Campaign record.
8. Click on the Related tab.
9. Confirm that you can see the Gift Transaction record that was listed on the Gift Entry record now listed in the Gift Transactions related list.
10. Result: I can see Gift Transactions related to a Campaign record from the Campaign record.

Accessing the BTH Fund Development App
1. Open Salesforce in a new tab.
2. Click on the 9-dot icon (App Launcher) in the upper left corner of the page.
3. Search for and select BTH Fund Development.
4. Results: I am can navigate to the BTH Fund Development app, which has all the functionality that I need to do my job on the fund development team.
Fund Development user accessing Donor record type
1. Navigate to the Accounts tab
2. Click the New button
3. Select the Donor radio button.
4. Press Next.
5. Confirm that you can enter information into each of the following fields:
  1. Salutation
  2. First Name
  3. Middle Name
  4. Last Name
  5. Suffix
  6. Nickname
  7. Maiden Name
  8. Recognition Name
  9. Type
  10. Phone
  11. Email – if you fill this field out, please use an email that you have access to. To make it unique, you can append “+[word]” prior to the @ symbol. E.g. My email is sara.rubeck@coastalcloud.us, but I can do sara.rubeck+flower@coastalcloud.us to give a test donor record a unique email.
  12. Email Opt Out
  13. Do Not Mail
  14. Do Not Solicit
  15. Anonymous
  16. Giving Level
  17. Receipt Preference
  18. Birthdate
  19. Marital Status
  20. Donor Status
  21. First Gift Date – this is a read-only field
  22. Deceased
  23. Deceased Date
  24. Mailing Address (you can use the search bar to search for and select an address. Upon selecting an address, the Mailing Street, Mailing City, Mailing State/Province, Mailing Zip/Postal Code, and Mailing Country fields populate)
6. Press Save.
7. Verify that a new Donor record has been created.
8. Click the pencil icon next to any of the fields.
9. Verify that you can edit any of the information within the existing donor’s record.
10. Press Save.
11. Results: I can create a Donor record to represent a Donor, save the record, view its information, and edit the information.

Accessing the BTH Fund Development App
1. Open Salesforce in a new tab.
2. Click on the 9-dot icon (App Launcher) in the upper left corner of the page.
3. Search for and select BTH Fund Development.
4. Results: I am can navigate to the BTH Fund Development app, which has all the functionality that I need to do my job on the fund development team.
Fund Development user accessing Donor record type
1. Navigate to the Accounts tab
2. Click the New button
3. Select the Business Account radio button.
4. Press Next.
5. Confirm that you can enter information into each of the following fields:
  1. Account Name
  2. Recognition Name
  3. Type
  4. Website
  5. Primary Contact
  6. Phone
  7. Fax
  8. Do Not Mail
  9. Do Not Solicit
  10. Anonymous
  11. Giving Level
  12. Receipt Preference
  13. Donor Status
  14. Billing Address (you can use the search bar to search for and select an address. Upon selecting an address, the Billing Street, Billing City, Billing State/Province, Billing Zip/Postal Code, and Billing Country fields populate)
  15. Shipping Address (you can use the search bar to search for and select an address. Upon selecting an address, the Shipping Street, Shipping City, Shipping State/Province, ShippingZip/Postal Code, and Shipping Country fields populate)
6. Press Save.
7. Verify that a new Business Account record has been created.
8. Click the pencil icon next to any of the fields.
9. Verify that you can edit any of the information within the existing business’s record.
10. Press Save.
11. Results: I can create a Business Account record to represent a business, save the record, view its information, and edit the information.

Creating the records for 2 people that will be in the Household:
1. Navigate to the Accounts tab.
2. Press the New button.
3. Select the Donor radio button.
4. Press Next.
5. Fill in as many fields as desired, at minimum filling in the following fields:
  1. First Name
  2. Last Name
  3. NOTE: if you fill in the Email field, please use an email that you have access to. To make it unique, you can append “+[word]” prior to the @ symbol. E.g. My email is sara.rubeck@coastalcloud.us, but I can do sara.rubeck+flower@coastalcloud.us to give a test donor record a unique email
6. Press Save.
7. Repeat all of the above steps to create a second Donor.
Creating a new household:
1. Make sure you are on the second Donor record you created in the section above.
2. Use the More Arrow at the top right corner next to the Create New Relationship button to select Create Household button.
3. Search for and select the other new Donor you created as the Secondary Household Member.
4. Click Next.
5. Add/update the Address and Phone fields.
6. Press Select.
7. Receive success screen stating the new household was created.
8. Click Finish.
9. Navigate to the Relationships tab
10. Verify the new Household record appears in the Accounts section of the Actionable Relationship Center (ARC).
11. Click on the Household record to open it.
12. Click on the Relationships tab.
13. Confirm that both of your Donor records are listed in the Members section of the Actionable Relationship Center (ARC).
Results: I can create a Household from a Donor record. The Household record will show up listed in the Relationship tab on the Donor records that are linked to it, and the Donor records that are part of the Household will show up on the Relationship tab on the Household record.

Creating new Person Account records from Business Accounts and Household records

PREREQUISITE:

Ensure you’re logged into the BTH Fund Development app. You will need to have made at least one Business Account, one Household Account, and one Donor record prior to this test. If you have not, then go back and perform previous tests that ask you to make those records (Donor record created in Manage People (360 view) test and Business Account record created in Manage Organizations (360 view) test).

Creating a new person from an organization
1. Click on the Accounts tab.
2. Find and select a Business Account that you’ve previously created.
3. Use the drop-down arrow at the top right corner next to Create New Relationship to select Create New Person
4. Select “Donor” for the What type of person are you adding? field.
5. Fill in as many fields as desired, at minimum filling out the following:
  1. First Name
  2. Last Name
  3. Donor Type
  4. Role
  5. NOTE: if you fill in the Email field, please use an email that you have access to. To make it unique, you can append “+[word]” prior to the @ symbol. E.g. My email is sara.rubeck@coastalcloud.us, but I can do sara.rubeck+flower@coastalcloud.us to give a test donor record a unique email
6. Click Finish
7. Navigate to the Relationships tab
8. Verify that your new Donor appears on the Actionable Relationship Center (ARC) diagram (you may need to refresh the diagram).
9. Click on their Name to verify that all of the information you entered is correct on their record.
10. Results: I can create a new person and relate them to the organization account.
Creating a new person from a Household
1. Click on the Accounts tab.
2. Find and select the Household record that you previously created.
3. Use the More Arrow at the top right corner next to Create New Relationship to select Create New Person
4. Select “Donor” for the What type of person are you adding? field.
5. Fill in as many fields as desired, at minimum filling out the following:
  1. First Name
  2. Last Name
  3. Donor Type
  4. NOTE: if you fill in the Email field, please use an email that you have access to. To make it unique, you can append “+[word]” prior to the @ symbol. E.g. My email is sara.rubeck@coastalcloud.us, but I can do sara.rubeck+flower@coastalcloud.us to give a test donor record a unique email
6. Click Finish
7. Navigate to the Relationships tab
8. Verify that your new Donor appears on the Actionable Relationship Center (ARC) diagram (you may need to refresh the diagram).
9. Click on their Name to verify that all of the information you entered is correct on their record.
10. Results: I can create a new person and relate them to the organization account.

Validate Donor Gift Summary Rollups
1. Navigate to the Gift Entries tab.
2. Press the New Gift Entry button.
3. Fill in the following fields:
  1. Gift Type – set this to “Individual”
  2. Donor – search for and select the Donor record you created prior to this test
  3. Gift Received Date – set to today’s date
  4. Gift Amount – set to 100
  5. Payment Method – set this to “Cash”
4. Press the Save button.
5. Press the New Gift Entry button again.
6. Fill in the following fields:
  1. Gift Type – set this to “Individual”
  2. Donor – search for and select the SAME Donor you selected when creating the previous Gift Entry.
  3. Gift Received Date – set to any date in 2024
  4. Gift Amount – set to 200
  5. Payment Method – set this to “Cash”
7. Press the Save button.
8. Press the New Gift Entry button a third time.
9. Fill in the following fields:
  1. Gift Type – set this to “Individual”
  2. Donor – search for and select the SAME Donor you selected when creating the first two Gift Entries
  3. Gift Received Date – set to any date in 2023
  4. Gift Amount – set to 300
  5. Payment Method – set this to “Cash”
10. Press the Save button.
11. Click on the first hyperlink under the Name column in the list to open the newly created Gift Entry record.
12. Click on the hyperlink listed in the Donor field to navigate to the Donor record page.
13. Select the Related tab.
14. You should now see 3 new Gift Transaction records in your Gift Transaction Related list
15. Wait and return back to this test tomorrow.
16. Once you have waited overnight:
  1. Click on the Accounts tab.
  2. Find and select the Donor record you were working with for this test.
  3. On the Donor Gift Summary section on the left side of the page:
    1. Verify that you see in the Gift History:
      1. Gifts This Year Amount = $100
      2. Gifts Last Year Amount = $200
      3. Gifts Two Years Ago Amount = $300
    2. Verify that you see in the Total Giving:
      1. Total Gifts Amount = $600
    3. NOTE: if any other Gift Transactions have been marked as “Paid” for this Donor, the numbers shown above will include any other gifts (See Related list for all totals so that you can verify the above fields)
17. Expected Results: I can create multiple Gift Transaction records associated with one Donor. The following day, I can see the Donor donation activity summarized in various fields, giving a historical view of a person’s donations over time.

Creating and Managing Opportunities – Major Gift
1. Click on the Accounts tab.
2. Find and select the Donor record that you’ve previously created.
3. Click on the Related tab.
4. Press the New button in the Opportunities related list.
5. Select the Major Gift radio button.
6. Press Next.
7. Confirm that you can see and edit the following fields, filling in as many as desired, at minimum, the required fields:
  1. Opportunity Name
  2. Amount
  3. Primary Campaign Source
  4. Type – values are Cash, Gift-in-Kind, Securities, Sponsorship, Other
  5. Close Date
  6. Stage
  7. Next Step
  8. Amount Expected
  9. Original Amount Asked
  10. Amount Asked
  11. Deadline
  12. Date Expected
  13. Original Date Asked
  14. Date Asked
  15. Date Funded
  16. Description
8. Click Save
9. Open the new record by clicking the hyperlink in the Opportunities related list on the Donor record page.
10. Verify the following:
  1. You can see the Opportunity Details and Related tabs
  2. You can edit the Opportunity Details tab and save the record
  3. Stages include: Prospecting, Cultivation, Solicitation, Verbal Commitment, Pledged, Closed
    1. NOTE: if you edit the Stage field, you will see Awarded and Declined in place of Closed.
11. Results: I can create and manage Major Gift Opportunities, which represent potential future donations from a specific donor or prospect for a specific purpose and amount.
Creating and Managing Opportunities – Grant
1. Navigate back to the Donor record you were working with above.
2. Click on the Related tab.
3. Press the New button.
4. Select the Grant radio button
5. Press Next
6. Confirm that you can see and edit the following fields, filling in as many as desired, at minimum, the required fields:
  1. Opportunity Name
  2. Amount
  3. Primary Campaign Source
  4. Close Date
  5. Stage
  6. Lead Source
  7. Next Step
  8. Ask Type
  9. Submission Format
  10. Award Date
  11. Request URL
  12. Ask Details
  13. Submission Date
  14. Report Deadline
  15. Type – defaulted to “Grant”
  16. Description
7. Press Save.
8. Open the new record by clicking the hyperlink in the Opportunities related list on the Donor record page.
9. Verify the following:
  1. You can see the Grant Details and Related tabs
  2. You edit the Grant Details tab and save the record
  3. Stages include: Prospecting, LOI Submitted, Grant Due, Grant Submitted, Closed
    1. NOTE: If you edit the Stage field, you will see Awarded and Declined in place of Closed.
10. Results: I can create and manage Grant Opportunities, which represent potential future grants from a specific organization for a specific purpose and amount.
Creating and Managing Opportunities – Planned Giving
1. Navigate back to the Donor record you were working with above.
2. Click on the Related tab.
3. Press the New button.
4. Select the Planned Giving radio button
5. Press Next
6. Confirm that you can see and edit the following fields, filling in as many as desired, at minimum, the required fields:
  1. Opportunity Name
  2. Amount
  3. Primary Campaign Source
  4. Type – defaulted to “Planned Giving”
  5. Close Date
  6. Stage
  7. Next Step
  8. Amount Expected
  9. Original Amount Asked
  10. Amount Asked
  11. Deadline
  12. Date Expected
  13. Original Date Asked
  14. Date Asked
  15. Date Funded
  16. Description
7. Click Save
8. Open the new record by clicking the hyperlink in the Opportunities related list on the Donor record page.
9. Verify the following:
  1. You can see the Opportunity Details and Related tabs
  2. You can edit the Opportunity Details tab and save the record
  3. Stages include: Prospecting, Cultivation, Solicitation, Verbal Commitment, Pledged, Closed
    1. NOTE: if you edit the Stage field, you will see Awarded and Declined in place of Closed.
10. Results: I can create and manage Planned Giving Gift Opportunities, which represent potential future donations from a specific donor or prospect for a specific purpose and amount.
Accessing Opportunities
1. Click on the Opportunities tab.
2. Click the drop down button next to the list view name (most commonly the list view will have defaulted to “Recently Viewed”)
3. Select the “My Opportunities” list view.
4. Confirm that you can see all of the Opportunities that you created in the steps above.
5. Result: I can access all of the Opportunity records that I own from a single list view.

Create a Gift Transaction record via Gift Entry.
1. Navigate to the Gift Entries tab.
2. Press the New Gift Entry button.
3. Fill in the following fields:
  1. Gift Type – set this to “Individual”
  2. Donor – search for and select the Donor record you created prior to this test
  3. Gift Received Date – set to today’s date
  4. Gift Amount – set to 300
  5. Payment Method – choose any value (depending on the value you choose, you may be asked to provide additional information)
4. Press the Save button.
5. Click on the first hyperlink under the Name column in the list to open the newly created Gift Entry record.
6. Click on the hyperlink in the Gift Transaction field to navigate to the Gift Transaction record.
7. Verify that you can see the following fields:
  1. Name
  2. Donor
  3. Gift Commitment
  4. Gift Commitment Schedule
  5. Anonymous
  6. Original Amount
  7. Status
  8. Gift Type
  9. Campaign
  10. Acknowledgement Status
  11. Acknowledgement Date
  12. Description
  13. Transaction Due Date
  14. Donor Cover Amount
  15. Payment Identifier
  16. Transaction Completion Date
  17. Payment Method
  18. Check Date
  19. Deposit Date
  20. Post Date
  21. Post Status
  22. Online Express Form Name
  23. Receipt Date
  24. Receipt Number
  25. Matching Employer Transaction
  26. Non Tax Deductible Amount
8. Verify that the following related lists are visible on the record
  1. Gift Transaction Designations
  2. Gift Soft Credits
  3. Gift Tributes
  4. Gift Refunds
9. Result: All fields and related lists listed above are visible.

Testing General Gift Acknowledgments (Photo and Variable Stories)

Here is some general information to know in terms of what Apsona is using.
1. Letterhead:
  1. BTH Letterhead
2. Templates:
  1. BTH Chicago Acknowledgment w/ Photo
  2. BTH Chicago Acknowledgment w/ Variable Stories
Access Apsona:
1. From any Salesforce app, click on the App Launcher.
2. Type Apsona and select it (ensure you have a license).
Navigate to Gift Transactions to Acknowledge Report:
1. In Apsona, hover over Reporting Tools.
2. Select Multi-Step Reports.
3. Open your Global folder.
4. Go into the Doc Gen Reports folder.
5. Find and select the Gift Transactions to Acknowledge report. Click Edit to open the report.
Review Report Configuration (Optional, for understanding):
1. Click Edit on the report.
2. Confirm there are two steps listed on the left:
  1. Gift Transaction
  2. Donor Gift Summary.
3. Click on Donor Gift Summary.
4. Click on the Linkages tab.
5. Confirm that you can see the following linkage
  1. Previous Step: Gift Transaction
  2. Field: Gift Transaction.Donor
  3. Relationship: Matches
  4. This step’s field: Donor Gift Summary.Donor
6. Select the Gift Transaction step again.
7. Confirm the Database object is Gift Transaction.
8. Click on the Retrieved Fields tab.
9. Confirm the following fields are currently selected:
  1. Gift Transaction.Acknowledgement Date
  2. Gift Transaction.Acknowledgement Status
  3. Gift Transaction.Current Amount
  4. Gift Transaction.Student Story Text
  5. Donor.Account Full Name
  6. Donor.Account Full Address
  7. Donor.Email
  8. Gift Transaction.Gift Transaction Id
  9. Gift Transaction.Donor
  10. Gift Transaction.Transaction Completion Date
10. Click on the Filter Terms tab
11. Confirm the following filters are present:
  1. Gift Transaction.Acknowledgement Status is among To Be Sent
  2. Account.Email is not empty
  3. Gift Transaction.Status is among Paid
  4. Gift Transaction.Payment Method is not among Stock
12. Click on the Donor Gift Summary step.
13. Confirm the Database object is Donor Gift Summary.
14. Click on the Retrieved Fields tab.
15. Confirm the following fields are currently selected:
  1. Donor Gift Summary.Donor
  2. Donor Gift Summary.Gifts This Year Amount
Run the Report:
1. Click Run on the Gift Transactions to Acknowledge report.
2. Note the gifts that need to be acknowledged.
Initiate Merge Mail:
1. Click Merge/ Mail.
Select Merge Action (Choose one for testing):
Admin:
1. Select Run an existing merge action.
2. In Select the action to run, find and Choose one for testing
3. Check the Edit this action before running it checkbox, then click Next
Verify the following:
Email template to use is the one selected
Email address field is accurate
Sender is set to Default – current user’s name and email
Reply to is info@bythehand.org
1. No other fields are populated.
2. Click Next
3. Verify that all Merge fields are populated and none say (Not mapped)
4. Click Next
5. Open Logging options by clicking the >
  1. Verify the following
    1. Set the field includes
      1. Acknowledgment Date is set to Current date & time
      2. Acknowledgment Status is set to Sent
6. Open Email Options by clicking the >
  1. Verify the following
    1. Save each sent email in the Activity History on the corresponding Gift Transaction record
7. Skip to Execute Test Merge (Step 9)
End User:
1. Select Run an existing merge action.
2. You will see two options in the Select the Action to Run field:
  1. Run with a photo (e.g., “Email merge: Gift Transactions to Acknowledge with Photo”)
  2. Run with the student story (e.g., “Email merge: Gift Transactions to Acknowledge with Student Stories”)
3. For testing, it’s recommended to test both (you may need to create multiple gifts or manipulate data to trigger both). Select one (e.g., “with student stories”).
Execute Test Merge:
1. In the Test Mode: section, check the Send all emails to checkbox and make sure that your email populates correctly (update it if it does not).
2. Click Run.
Verify Results:
1. Check your email inbox for the test emails.
2. Verify that all merge fields (including student stories if applicable) are populated correctly.
3. NOTE: Because the email is coming from the sandbox, you may need to click “Display images below” when you open the email to see the full email with header/footer.
Run through the process again, this time selecting the option you did NOT select the first time during the Select Merge Action test.

Testing Stock Gift Acknowledgments

Here is some general information to know in terms of what Apsona is using:
1. Letterhead:
  1. BTH Letterhead
2. Template:
  1. BTH Chicago Acknowledgment – Stock
Create a Test Stock Gift:
1. Navigate to the Gift Entries tab.
2. Press the New Gift Entry button.
3. Fill in the following fields:
  1. Gift Type – set this to “Individual”
  2. Donor – search for and select the Donor record you created prior to this test
  3. Gift Received Date – set to today’s date
  4. Gift Amount – set to 300
  5. Payment Method – set this to “Stock”
4. Press the Save button.
5. Click on the first hyperlink under the Name column in the list to open the newly created Gift Entry record.
6. Click on the hyperlink in the Gift Transaction field to navigate to the Gift Transaction record.
7. Press the Edit button.
8. Fill in the following fields:
  1. Status – change this from “Pending” to “Paid”
  2. Issuer
  3. Issuer Num Units
  4. Issuer Symbol
  5. Issuer Median Price
9. Press Save.
Access Apsona:
1. From any Salesforce app, click on the App Launcher.
2. Type Apsona and select it (ensure you have a license).
Navigate to Stock Gift Transactions to Acknowledge Report:
1. In Apsona, hover over Reporting Tools.
2. Select Multi-Step Reports.
3. Open your Global folder.
4. Go into the Doc Gen Reports folder.
5. Find and select the Stock Gift Transactions to Acknowledge report. Click Edit to open the report.
Review Report Configuration (Optional, for understanding):
1. Click Edit on the report.
2. Confirm there are two steps listed on the left:
  1. Gift Transaction
  2. Donor Gift Summary.
3. Click on Donor Gift Summary.
4. Click on the Linkages tab.
5. Confirm that you can see the following linkage
  1. Previous Step: Gift Transaction
  2. Field: Gift Transaction.Donor
  3. Relationship: Matches
  4. This step’s field: Donor Gift Summary.Donor
6. Select the Gift Transaction step again.
7. Confirm the Database object is Gift Transaction.
8. Click on the Retrieved Fields tab.
9. Confirm the following fields are currently selected:
  1. Gift Transaction.Acknowledgement Date
  2. Gift Transaction.Acknowledgement Status
  3. Gift Transaction.Current Amount
  4. Gift Transaction.Student Story Text
  5. Donor.Account Full Name
  6. Donor.Account Full Address
  7. Donor.Email
  8. Gift Transaction.Gift Transaction Id
  9. Gift Transaction.Donor
  10. Gift Transaction.Transaction Completion Date
  11. Gift Transaction.Issuer
  12. Gift Transaction.Issuer Median Price
  13. Gift Transaction.Issuer Num Units
  14. Gift Transaction.Issuer Symbol
10. Click on the Filter Terms tab
11. Confirm the following filters are present:
  1. Gift Transaction.Acknowledgement Status is among To Be Sent
  2. Account.Email is not empty
  3. Gift Transaction.Status is among Paid
  4. Gift Transaction.Payment Method is among Stock
  5. Gift Transaction.Issuer is not empty
12. Click on the Donor Gift Summary step.
13. Confirm the Database object is Donor Gift Summary.
14. Click on the Retrieved Fields tab.
15. Confirm the following fields are currently selected:
  1. Donor Gift Summary.Donor
  2. Donor Gift Summary.Gifts This Year Amount
Run the Report:
1. Click Run on the Stock Gifts to Acknowledge report.
2. Confirm your test stock gift appears.
Initiate Merge Mail:
1. Click Merge/ Mail.
Run Existing Merge Action:
1. Admin(Jeremy & Francesca ONLY, everyone else skip to Step 8.b.):
  1. Select Run an existing merge action.
  2. In Select the action to run, find and select Email Merge: Stock Transactions to Acknowledge
  3. Check the Edit this action before running it checkbox, then click Next
  4. Verify the following:
    1. Email template to use is the one selected
    2. Email address field is accurate
    3. Sender is set to Default – current user’s name and email
    4. Reply to is info@bythehand.org
    5. No other fields are populated.
  5. Click Next
  6. Verify that all Merge fields are populated and none say (Not mapped)
  7. Click Next
  8. Open Logging options by clicking the >
  9. Verify the following
    1. Set the field includes
      1. Acknowledgment Date is set to Current date & time
      2. Acknowledgment Status is set to Sent
  10. Open Email Options by clicking the >
  11. Verify the following
    1. Save each sent email in the Activity History on the corresponding Gift Transaction record
  12. Skip to Execute Test Merge (Step 9)
2. End User:
  1. Select Run an existing merge action.
  2. In Select the action to run, find and select Email Merge: Stock Transactions to Acknowledge
Execute Test Merge:
1. In the Test Mode: section, check the Send all emails to checkbox and make sure that your email populates correctly (update it if it does not).
2. Click Run.
Verify Results:
1. Check your email inbox for the test stock gift acknowledgment.
2. Verify that all merge fields, including the stock chart information, are merged properly.
3. NOTE: Because the email is coming from the sandbox, you may need to click “Display images below” when you open the email to see the full email with header/footer.

Here is some general information to know in terms of what Apsona is using:
1. Letterhead:
  1. BTH Letterhead
2. Template:
  1. BTH Chicago Tribute Acknowledgment
Create a Test Gift with a Tribute:
1. Navigate to the Gift Entries tab.
2. Press the New Gift Entry button.
3. Fill in the following fields:
  1. Gift Type – set this to “Individual”
  2. Donor – search for and select the Donor record you created prior to this test
  3. Gift Received Date – set to today’s date
  4. Gift Amount – set to 300
  5. Payment Method – choose any value (depending on the value you choose, you may be asked to provide additional information)

- - - NOTE: If any payment method other than Check or Cash is selected, you will need to manually change the status on the Gift Transaction from Pending to Paid in step 2.e.

1. 1. Press the Save button.
2. Click on the first hyperlink under the Name column in the list to open the newly created Gift Entry record.
3. Click on the hyperlink in the Gift Transaction field to navigate to the Gift Transaction record.
4. Press the New button in the Gift Tributes related list.
5. Fill in as many fields as desired, at minimum filling out the following fields following fields:
  1. Type
  2. Honoree Name
  3. Notification Contact Name
  4. Notification Email – set this as your email.
6. Press Save
Access Apsona:
1. From any Salesforce app, click on the App Launcher.
2. Type Apsona and select it (ensure you have a license).
Navigate to Tributes to Acknowledge Report:
1. In Apsona, hover over Reporting Tools.
2. Select Multi-Step Reports.
3. Open your Global folder.
4. Go into the Doc Gen Reports folder.
5. Find and select the Tributes to Acknowledge report. Click Edit to open the report.
Review Report Configuration (Optional, for understanding):
1. Verify the Database Object listed is “Gift Tributes”
2. Click on the Retrieved Fields tab.
3. Confirm all necessary fields for merging are selected. Current fields selected:
  1. Gift Tribute.Type
  2. Gift Tributes.Notification Status
  3. Gift Tributes.Notification Email
  4. Gift Tribute.Notification Date
  5. Gift Tribute.Notification Channel
  6. Gift Tribute.Honoree Name
  7. Gift Tribute.Gift Tribute ID
  8. Gift Tribute.Gift Transaction
4. Click on the Filter Terms tab.
5. Check that filters include:
  1. Gift Tribute.Notification Status is among To Be Sent
  2. Gift Transaction Status is among Paid
  3. Gift Tribute Notification Email is not empty
Run the Report:
1. Click Run on the Tributes to Acknowledge report.
2. Confirm your test tribute appears.
Initiate Merge Mail:
1. Click Merge Mail.
Run Existing Merge Action:
1. Admin (Jeremy & Francesca ONLY, everyone else skip to Step 8.b.):
  1. Select Run an existing merge action.
  2. In Select the action to run, find and select Email Merge: Gift Tributes to Acknowledge
  3. Check the Edit this action before running it checkbox, then click Next
    1. Verify the following:
      1. Email template to use is the one selected
      2. Email address field is accurate
      3. Sender is set to Default – current user’s name and email
      4. Reply to is info@bythehand.org
    2. No other fields are populated.
    3. Click Next
    4. Verify that all Merge fields are populated and none say (Not mapped)
    5. Click Next
    6. Open Logging options by clicking the >
      1. Verify the following
      2. Set the field includes
        
        Notification Date is set to Current date & time
        
        Notification Status is set to Sent
    7. Open Email Options by clicking the >
      1. Verify the following
      2. Save each sent email in the Activity History on the corresponding Gift Tribute record
    8. Skip to Execute Test Merge (Step 10)
2. End User:
  1. Select Run an existing merge action.
  2. In Select the action to run, find and select Email Merge: Gift Tributes to be acknowledged
Execute Test Merge:
1. In the Test Mode: section, check the Send all emails to checkbox and make sure that your email populates correctly (update it if it does not).
2. Click Run.
Verify Results:
1. Check your email inbox for the test tribute acknowledgment.
2. Verify that all appropriate merge fields have merged properly.
3. NOTE: Because the email is coming from the sandbox, you may need to click “Display images below” when you open the email to see the full email with header/footer.

Here is some general information to know in terms of what Apsona is using:
1. Letterhead:
  1. BTH Letterhead
2. Template:
  1. BTH Chicago Year End Receipt Template
Access Apsona:
1. From any Salesforce app, click on the App Launcher.
2. Type Apsona and select it (ensure you have a license).
Navigate to Year-End Tax Statement Report:
1. In Apsona, hover over Reporting Tools.
2. Select Multi-Step Reports.
3. Open your Global folder.
4. Go into the Doc Gen Reports folder.
5. Find and select the Year-End Tax Statement report. Click Edit to open the report.
Review Report Configuration (Optional, for understanding):
1. Verify the Database Object listed is “Donor Gift Summaries” and Description is “Get all Donor Gift Summaries where Last Year Gift Amount is not $0”
2. Click on the Retrieved Fields tab.
3. Confirm all necessary fields for merging are selected. Current fields selected:
  1. Donor Gift Summary.Gifts Last Year Amount
  2. Donor.Account Name
  3. Donor. Account Full Address
  4. Donor. Account Full Name
  5. Donor Gift Summary.Donor
  6. Donor.Email
4. Click on the Filter Terms tab.
5. Check that filters include:
  1. Donor Gift Summary.Gifts Last Year greater than 0.
  2. Account.Email is not empty.
Run the Report:
1. Click Run on the Year-End Tax Statement report.
2. Review the displayed results to ensure the correct records and fields are pulled.
Initiate Merge Mail:
1. Click Merge/Mail button.
Run Existing Merge Action:
1. Admin (Jeremy & Francesca ONLY, everyone else skip to Step 8):
  1. Select Run an existing merge action.
  2. In Select the action to run, find and select Email Merge: Last Year Tax Statements
  3. Check the Edit this action before running it checkbox, then click Next
  4. Verify the following:
    1. Email template to use is the one selected
    2. Email address field is accurate
    3. Sender is set to Default – current user’s name and email
    4. Reply to is info@bythehand.org
  5. No other fields are populated.
  6. Click Next
  7. Verify that all Merge fields are populated and none say (Not mapped)
  8. Click Next
  9. Open Logging options by clicking the >
    1. Verify that no fields are being set
  10. Open Email Options by clicking the >
    1. Verify the following
      1. Save each sent email in the Activity History on the corresponding Account record
  11. Skip to Execute Test Merge (Step 9)
End User:
1. Select Run an existing merge action.
2. In Select the action to run, find and select Email Merge: Last Year Tax Statements
Execute Test Merge:
1. In the Test Mode: section, check the Send all emails to checkbox and make sure that your email populates correctly (update it if it does not).
2. Click Run.
Verify Results:
1. Download the results to see pass/fail status and email addresses.
2. Check your email inbox to confirm receipt of the test emails.
3. Verify that all merge fields in the received emails are populated correctly.
4. NOTE: Because the email is coming from the sandbox, you may need to click “Display images below” when you open the email to see the full email with header/footer.

Soft credit creation access from Gift Entry record
1. Navigate to the Gift Entries tab.
2. Press the New Gift Entry button.
3. Enter values in the following fields:
  1. Gift Type – set this to “Individual”
  2. Donor – search for and select the Donor record you created prior to this test
  3. Gift Received Date – set to today’s date
  4. Gift Amount – set to 300
  5. Payment Method – choose any value (depending on the value you choose, you may be asked to provide additional information)
4. In the “Set Soft Credit Information” section click the Add Row button.
5. Fill in the following information:
  1. Recipient – find and select another Donor record that you’ve previously created
  2. Role
  3. Credit Percentage
  4. Amount – this will populate once you fill in Credit Percentage
6. Press Save.
7. Click on the first hyperlink in the Name column of the list to open the new Gift Entry record.
8. Click on the hyperlink in the Gift Transaction field to navigate to the Gift Transaction record.
9. Confirm that you can see the Gift Soft Credit listed in the Gift Soft Credits related list.
10. Click on the hyperlink in the Recipient field to open the Donor record.
11. Click on the Related tab.
12. Confirm that you can see the Gift Soft Credit listed on the Donor record page in the Gift Soft Credits related list.
13. Expected Results: I can add a Gift Soft Credit via Gift Entries.

Create a Gift Commitment from Opportunity
1. Click on the Opportunities tab.
2. Press New.
3. Select the Major Gift radio button.
4. Press Next.
5. Fill in as many fields as desired, at minimum filling in the following fields:
  1. Account Name – find and select a Donor record you’ve previously created
  2. Opportunity Name
  3. Amount
  4. Close Date
  5. Stage
6. Press Save. You will be brought to the new Opportunity record.
7. Click the New Gift Commitment button in the upper right corner of the page.
8. In the pop-up, ensure that the Name and Expected Total Gift Amount fields are pre-populated
9. Click Save
10. Result: I can create a Gift Commitment record from an Opportunity.
Mark a Gift Commitment as Projected
1. On the Opportunity record page, click the Related tab.
2. Select the hyperlink in the Gift Commitment related list to open the newly created Gift Commitment record.
3. Validate that the Opportunity Details are displayed in the right hand column of the page
4. Press the pencil icon next to the Status field.
5. Change the Status of the Gift Commitment from Draft to Projected
6. Click Save
7. Result: I can notate that a Gift Commitment is “projected”
Create a recurring Gift
1. Click on the Accounts tab.
2. Find and select a Donor record you’ve previous created.
3. Click the Related tab
4. In the Gift Commitment section, click the New button
5. Fill in as many fields as desired, at minimum filling in the following fields:
  1. Name
  2. Status – leave this in “Draft” for now
  3. Schedule Type – make sure this stays as “Recurring”
6. Click Save
7. Navigate to the Gift Commitment record you just created by clicking on the hyperlink listed in the Gift Commitments related list.
8. Verify that the Opportunity Details card is NOT displayed in the right hand column
9. Add a schedule to the Gift Commitment record
  1. Click the Manage Gift Commitment Schedules button in the upper right corner of the record page.
  2. Complete all required fields:
    1. Start Date
    2. Transaction Period
    3. Transaction Amount
    4. Transaction Interval
      1. Note: the gift transaction period and interval define how the schedule is run. For example, if the gift transaction period is monthly and the gift transaction interval is 3, the schedule is run every three months.
    5. Transaction Day
      1. Note: Select a day to create a gift transaction for a monthly transaction period in the future. If you select 29 or 30, the gift transaction will be created on the last day of the month that doesn’t have the selected number of days. This field is applicable only when you select Monthly in GiftTransactionPeriod.
  3. Click Confirm and Save
  4. Verify the following information
    1. The Status of the Gift Commitment changed from Draft to Active
    2. On the Related tab a Gift Commitment Schedule record has been created
    3. On the Related tab the first Transaction record in your scheduled has been created (you may need to click refresh to see this.)
10. Result: I can create a schedule for recurring gifts.
Report on projections
1. Click on the Reports tab.
2. Select All Folders on the left hand side navigation column
3. Open the Financial Reports folder.
4. Select the Gift Commitment Forecast report.
5. Verify the report displays the following information
  1. Owner Name
  2. Next Transaction Date summarized along the top
  3. Sum of Expected Total Commitment Amount
6. Result: I can see a report that shows a forecast for Gift Commitments

Adding Gift Default Designations to a Gift Commitment
1. Click on the Accounts tab.
2. Find and select a Donor record that you’ve previously created
3. Click on the Related tab.
4. Press the New button in the Gift Commitments related list.
5. Fill in as many fields as desired, at minimum filling in the following fields:
  1. Name
  2. Status – change to “Active”
6. Press Save.
7. Click on the hyperlink in the Gift Commitments related list to open the record.
8. Click the Manage Gift Default Designations button in the upper right corner of the page.
9. Use the lookup to search for and select an available Gift Designation (example Gift Designations in the sandbox are 1010 – Unrestricted, 1510 – RestOp ME K-5, or 1530 – RestOp Blended Learning)
  1. Click Add to create another row if assigning more than one Gift Designation
10. Enter the percentage of the funds you would like to allocate to the given Designation
11. Click Save
12. Click the Related tab on the Gift Commitment record
13. Validate that a Gift Default Designation has been created with the allocated percentage you entered
14. Result: I can add Gift Designations to a Gift Commitment record.
Carrying over the Gift Designation to the Gift Transactions from the Gift Commitment
1. Press the Manage Gift Commitment Schedules button on the Gift Commitment record page.
2. At minimum, fill in the following fields:
  1. Gift Transaction Amount
3. Press the Confirm and Save button.
4. Click on the Related tab.
5. Select the hyperlink in the Gift Transactions related list to open the Gift Transaction record.
6. Confirm that the same Gift Designations that you selected when adding them to the Gift Commitment now show up in the Gift Transaction Designations list on the right side of the page.
7. Result: When I create a Gift Transaction from a Gift Commitment, the Gift Designations carry over to that Gift Transaction record.

Gift Type = Grant

Create the Opportunity:
1. Click on the Opportunities tab.
2. Press the New button.
3. Select the Grant radio button.
4. Press Next.
5. Fill out as many fields as desired, at minimum filling out the following fields:
  1. Account Name – search for and select a Donor or Business Account record.
  2. Opportunity Name
  3. Amount
  4. Primary Campaign Source – search for and select any Campaign record
  5. Close Date
  6. Stage
  7. Type – confirm that this auto-fills to “Grant” and that is the only option.
6. Press Save. You will be brought to the new Opportunity record.
7. Click on the pencil icon next to the Stage field.
8. Change the value of the Stage field to “Awarded.”
9. Press Save.
Create the Gift Commitment:
1. Press the New Gift Commitment button in the upper right corner on the Opportunity record.
2. Confirm that the following fields on the pop-up are auto-populated to the following values:
  1. Name: “[Account Name] – Gift Commitment for [Opportunity Name]”
  2. Expected Total Commitment Amount – the value you entered into the Amount field on the Opportunity
  3. Status – Draft
  4. Recurrence Type – Open Ended
  5. Formal Commitment Type – Verbal
3. You may change the value of any of the above fields, as well as fill in the Effective Start Date and Description fields.
4. Press Save.
5. Click on the Related tab on the Opportunity record.
6. Select the record listed in the Gift Commitments related list to open it.
7. In addition to the fields that you filled out in the steps above, confirm that the following fields are auto-populated:
  1. Donor – the Account you selected when creating the Opportunity
  2. Opportunity – the Opportunity that you were working with previously
  3. Campaign – the Campaign record that you selected in the Primary Campaign Source field when creating the Opportunity.
8. Press the pencil icon next to Schedule Type and change the value to “Custom.”
9. Click the Save button.
Create the Gift Commitment Schedule:
1. Press the Manage Gift Commitment Schedules button in the upper right corner of the Gift Commitment record page.
2. Press Add Gift Commitment Schedule button.
3. Fill in the following fields:
  1. Start Date – for testing purposes, set it to today’s date.
  2. Transaction Amount – for testing purposes, set it to be the same as what you had listed in Expected Total Gift Commitment Amount
  3. Campaign – search for and select the Campaign you were originally working with.
  4. Payment Method.
4. Press Confirm and Save.
5. Click on the Related tab.
6. Confirm that you have a record listed in the Gift Commitment Schedules related list and a record listed in the Gift Transactions related list (you may need to refresh the page)
Receiving the Gift Transaction.
1. Click on the hyperlink in the Gift Transactions related list on the Gift Commitment record.
2. Press the Edit button.
3. Update the Status to “Paid” and the Transaction Completion Date to today’s date.
4. Press Save.
Result: I can track a Grant from the application process (Opportunity), to the reward (Gift Commitment), to the receipt (Gift Transaction).

Gift Type = Planned Giving

Create the Opportunity:
1. Click on the Opportunities tab.
2. Press the New button.
3. Select the Planned Giving radio button.
4. Press Next.
5. Fill out as many fields as desired, at minimum filling out the following fields:
  1. Account Name – search for and select a Donor record.
  2. Opportunity Name
  3. Amount
  4. Primary Campaign Source – search for and select any Campaign record
  5. Type – confirm that this auto-fills to “Planned Giving” and that is the only option
  6. Close Date
  7. Stage
6. Press Save. You will be brought to the new Opportunity record.
7. Click the pencil icon next to the Stage field.
8. Change the value to “Awarded”
9. Press the Save button.
Create the Gift Commitment:
1. Press the New Gift Commitment button in the upper right corner on the Opportunity record.
2. Confirm that the following fields on the pop-up are auto-populated to the following values:
  1. Name: “[Account Name] – Gift Commitment for [Opportunity Name]”
  2. Expected Total Commitment Amount – the value you entered into the Amount field on the Opportunity
  3. Status – Draft
  4. Recurrence Type – Open Ended
  5. Formal Commitment Type – Verbal
3. You may change the value of any of the above fields, as well as fill in the Effective Start Date and Description fields.
4. Press Save.
5. Click on the Related tab.
6. Select the record listed in the Gift Commitments related list to open it.
7. In addition to the fields that you filled out in the steps above, confirm that the following fields are auto-populated:
  1. Donor – the Account you selected when creating the Opportunity
  2. Opportunity – the Opportunity that you were working with previously
  3. Campaign – the Campaign record that you selected in the Primary Campaign Source field when creating the Opportunity.
8. Press the pencil icon next to Schedule Type and change the value to “Custom.”
9. Click the Save button.
Create the Gift Commitment Schedule:
1. Press the Manage Gift Commitment Schedules button in the upper right corner of the Gift Commitment record.
2. Press Add Gift Commitment Schedule button.
3. Fill in the following fields:
  1. Start Date – for testing purposes, set it to today’s date.
  2. Transaction Amount – for testing purposes, set it to be the same as what you had listed in Expected Total Gift Commitment Amount
  3. Campaign – search for and select the Campaign you were originally working with.
  4. Payment Method.
4. Press Confirm and Save.
5. Click on the Related tab.
6. Confirm that you have a record listed in the Gift Commitment Schedules related list and a record listed in the Gift Transactions related list (you may need to refresh the page).
Receiving the Gift Transaction.
1. Click on the hyperlink in the Gift Transactions related list on the Gift Commitment record.
2. Press the Edit button.
3. Update the Status to “Paid” and the Transaction Completion Date to today’s date.
4. Press Save.
Result: I can track a Planned Gift from the solicitation process (Opportunity), to the release of the will (Gift Commitment), to the receipt (Gift Transaction).

Gift Type = Major Gift

Create the Opportunity:
1. Click on the Opportunities tab.
2. Press the New button.
3. Select the Major Gift radio button.
4. Press Next.
5. Fill out as many fields as desired, at minimum filling out the following fields:
  1. Account Name – search for and select a Donor or Business Account record.
  2. Opportunity Name
  3. Amount
  4. Primary Campaign Source – search for and select any Campaign record
  5. Close Date
  6. Stage
  7. Type – confirm that you have the options Cash, Gift-in-Kind, Securities, Sponsorship, Other
6. Press Save. You will be brought to the new Opportunity record.
7. Click the pencil icon next to the Stage field.
8. Change the value in the Stage field to “Awarded”
9. Press Save.
Create the Gift Commitment:
1. Press the New Gift Commitment button in the upper right corner on the Opportunity record.
2. Confirm that the following fields on the pop-up are auto-populated to the following values:
  1. Name: “[Account Name] – Gift Commitment for [Opportunity Name]”
  2. Expected Total Commitment Amount – the value you entered into the Amount field on the Opportunity
  3. Status – Draft
  4. Recurrence Type – Open Ended
  5. Formal Commitment Type – Verbal
3. You may change the value of any of the above fields, as well as fill in the Effective Start Date and Description fields.
4. Press Save.
5. Click on the Related tab.
6. Select the record listed in the Gift Commitments related list to open it.
7. In addition to the fields that you filled out in the steps above, confirm that the following fields are auto-populated:
  1. Donor – the Account you selected when creating the Opportunity
  2. Opportunity – the Opportunity that you were working with previously
  3. Campaign – the Campaign record that you selected in the Primary Campaign Source field when creating the Opportunity.
8. Press the pencil icon next to Schedule Type and change the value to “Custom.”
9. Click the Save button.
Create the Gift Commitment Schedule:
1. Press the Manage Gift Commitment Schedules button in the upper right corner of the Gift Commitment record page.
2. Press Add Gift Commitment Schedule button.
3. Fill in the following fields:
  1. Start Date – for testing purposes, set it to today’s date.
  2. Transaction Amount – for testing purposes, set it to be the same as what you had listed in Expected Total Gift Commitment Amount
  3. Campaign – search for and select the Campaign you were originally working with.
  4. Payment Method.
4. Press Confirm and Save.
5. Click on the Related tab.
6. Confirm that you have a record listed in the Gift Commitment Schedules related list and a record listed in the Gift Transactions related list (you may need to refresh the page).
Receiving the Gift Transaction.
1. Click on the hyperlink in the Gift Transactions related list on the Gift Commitment record.
2. Press the Edit button.
3. Update the Status to “Paid” and the Transaction Completion Date to today’s date.
4. Press Save.
Result: I can track a Major Gift from the solicitation process (Opportunity), to the pledge/agreement (Gift Commitment), to the receipt (Gift Transaction).

Person Account (Donor) Duplicate Creation
1. Navigate to the Accounts tab
2. Click the New button
3. Select the Donor record type then click Next
4. Enter sample information for a new Donor Account, ensuring you include values for First Name, Last Name, Email, and Phone
  1. NOTE: When filling in the Email field, please use an email that you have access to. To make it unique, you can append “+[word]” prior to the @ symbol. E.g. My email is sara.rubeck@coastalcloud.us, but I can do sara.rubeck+flower@coastalcloud.us to give a test donor record a unique email
5. Click Save
6. Attempt to create several donor accounts as indicated below:
  1. Duplicate 1- based on Email and Home Phone
    1. Navigate to the Accounts tab
    2. Click the New button
    3. Select the Donor record type then click Next
    4. Fill in any values for First Name and Last Name.
    5. Fill the Email field as done on the account you previously created
    6. Fill the Phone field as done on the account you previously created
    7. Click Save and validate that you see the following message:
      1. Similar records exist: This record looks like an existing record. Make sure to check any potential duplicate records before saving. View Duplicates
    8. Click Save again
    9. Validate that the new record has been created and that you see a message on the record informing you that duplicate records have been identified
  2. Duplicate 2- based on Email, First name and Last Name
    1. Navigate to the Accounts tab
    2. Click the New button
    3. Select the Donor record type then click Next
    4. Fill the the Email field as done on the account you previously created
    5. Fill the the First Name and Last Name fields as done on the account you previously created
    6. Click Save and validate that you see the following message:
      1. Similar records exist: This record looks like an existing record. Make sure to check any potential duplicate records before saving. View Duplicates
  3. Duplicate 3- based on Phone, First name and Last Name
    1. Navigate to the Accounts tab
    2. Click the New button
    3. Select the Donor record type then click Next
    4. Fill the Phone field as done on the account you previously created
    5. Fill he First Name and Last Name field as done on the account you previously created
    6. Click Save and validate that you see the following message:
      1. Similar records exist: This record looks like an existing record. Make sure to check any potential duplicate records before saving. View Duplicates
7. Results: I get a warning when I create an Donor record that has a combination of the same name, phone, and email as a Donor record already in Salesforce.
Business Account Duplicate Creation
1. Navigate to the Accounts tab
2. Click the New button
3. Select the Business Account record type then click Next
4. Enter sample information for a new Business Account, ensuring you include values for Account Name and Website
5. Click Save
6. Attempt to create several Business Accounts as indicated below:
  1. Duplicate 1- based on Name
    1. Navigate to the Accounts tab
    2. Click the New button
    3. Select the Business Account record type then click Next
    4. Fill the the Account Name field as done on the account you previously created
    5. Click Save and validate that you see the following message:
      1. Similar records exist: This record looks like an existing record. Make sure to check any potential duplicate records before saving. View Duplicates
    6. Click Save again
    7. Validate that the new record has been created and that you see a message on the record informing you that duplicate records have been identified
  2. Duplicate 2- based on Website
    1. Navigate to the Accounts tab
    2. Click the New button
    3. Select the Business Account record type then click Next
    4. Fill the the Website field as done on the account you previously created but fill in the Account Name differently than done previously
    5. Click Save and validate that you see the following message:
      1. Similar records exist: This record looks like an existing record. Make sure to check any potential duplicate records before saving. View Duplicates
7. Results: I get a warning when I create a Business Account record that has a combination of the same Account Name and Website as a Business Account record already in Salesforce.
Household Account Duplicate Creation
1. Navigate to the Accounts tab
2. Click the New button
3. Select the Household record type then click Next
4. Enter sample information for a new Household record, ensuring you include values for Account Name and Billing Address
5. Click Save
6. Attempt to create a Household record as indicated below:
  1. Duplicate based on Account Name and Billing Address
    1. Navigate to the Accounts tab
    2. Click the New button
    3. Select the Household record type then click Next
    4. Fill the the Account Name and Billing Address fields as done on the account you previously created
    5. Click Save and validate that you see the following message:
      1. Similar records exist: This record looks like an existing record. Make sure to check any potential duplicate records before saving. View Duplicates
    6. Click Save again
    7. Validate that the new record has been created and that you see a message on the record informing you that duplicate records have been identified
7. Results: I get a warning when I create a Household record that has a combination of the same Account Name and Billing Address as a Household record already in Salesforce.

BELOW IS FOR SYSTEM ADMINS TO TEST. IF YOU ARE NOT A SYSTEM ADMINISTRATOR, THEN YOU CAN END THE TEST NOW.

PREREQUISITE: Ensure you’re logged into the BTH Fund Development app as a System Administrator user

Donor Duplicate Management Report
1. Click on the Reports tab.
2. Click All Folders
3. Click into Duplicate Management folder
4. Open BTH Donor Account Duplicates report
5. Validate that the duplicate records you created for the person account record type of Donor appear
6. Results: I am able to see a report of all duplicate Donor records.
Business Account duplicate management report
1. Click on the Reports tab.
2. Click All Folders
3. Click into Duplicate Management folder
4. Open BTH Business Account Duplicates report
5. Validate that the duplicate records you created for the person account record type of Business Account appear
6. Results: I am able to see a report of all duplicate Business Account records.
Household duplicate management report
1. Click on the Reports tab.
2. Click All Folders
3. Click into Duplicate Management folder
4. Open BTH Household Account Duplicates report
5. Validate that the duplicate records you created for the person account record type of Household appear
6. Results: I am able to see a report of all duplicate Household records.

Create a Financial Report record, complete all fields
1. Click on the 9-dot icon (App Launcher)
2. Search for and select Financial Report.
3. Press the New button.
4. Confirm that you can see and populate each of the following fields:
  1. Affiliate
  2. Time Period
    1. Here, you may need to search for a Time Period, such as “Q1 2025.”
  3. Contributions, Net
  4. Other Income
  5. Program Expenses
  6. General and Administration
  7. Interest
  8. Fundraising
  9. Depreciation
  10. Cash and Cash Equivalent
  11. Property and Equipment, Net
  12. Other Assets
  13. Accounts Payable and Accrued Expenses
  14. Other Liabilities
  15. Unrestricted
  16. Restricted
5. Press Save. You will be brought to the new Financial Report record.
6. In each section of the page, you will see a “Total” field, verify that each “Total” field correctly calculates (e.g. In the Revenue and Support section, Total Revenue and Support = Contributions, Net + Other Income)
7. Repeat this test, this time leaving at least one field in each section at $0 when you create the Financial Report record. Verify that the “Total” fields calculate properly.
8. Results: As an affiliate, I can report financial metrics in Salesforce
View specific affiliate financial reports
1. Click on the 9-dot icon (App Launcher)
2. Search for and select Financial Report.
3. Click the drop-down arrow next to the list view name (most commonly defaulted to “Recently Viewed”)
4. Change the list view to “All Financial Reports”
5. Verify that you can see a list of records with the following fields: Financial Report (Name), Total Revenue and Support, Total Expenses, Total Assets, Total Liabilities, Total Net Assets
6. Verify that you can access a record by clicking on one of the the Financial Report (Name) begins with “FR”
7. Navigate to the Reports tab
8. Click All Reports on the left sidebar
9. Use the Search all reports search bar in the top right corner to search for Financial Reports – All time
10. Click the name of the report to access it
11. Verify that you can access the report and that the report represents the same records as shown on the All Financial Reports list view
12. Results: As BTH USA, I can view affiliate financial metrics reported in Salesforce

If you would like additional assistance with this test case, please watch this video: https://drive.google.com/file/d/1ZYILNu7I5mlrle7SCN4bKHsInTC_rznY/view?usp=drive_link

Gift Batch Using the “Total Gift Value Match”
1. Click on the Gift Batches tab.
2. Press the New button.
3. Enter the following information in the fields:
  1. Estimated Gift Count: 2
  2. Estimated Batch Value: 200
  3. Total Gift Value Match: check the box.
4. Press Save. You will then be navigated to the Gift Batch record.
5. Press the New Gift Entry button.
6. Select “Individual” for Gift Type.
7. Search for and select any Donor record in the Donor field.
8. Set the Gift Received Date to today’s date.
9. Search for and select any Campaign record in the Campaign field.
10. Fill in the Gift Amount field as 100.
11. Set the Payment Method to “Cash.”
12. Optionally, you can add another row in the Gift Designation Information section or change the value of what’s already there. You will need to fill out the Designation as well as the Percentage OR Amount fields (filling in Percentage will then auto-populate the Amount field and vice versa)
13. Optionally, you can add a row in the Set Soft Credit Information section. You will need to fill out the Recipient, Role and Credit Percentage OR Amount fields (filling in the Credit Percentage field will auto-populate the Amount field and vice versa)
14. Press Save.
15. Close out of the pop-up.
16. Refresh the page.
17. Note the fields in the header should be as follows:
  1. Total Gift Count: 1
  2. Estimated Gift Count: 2
  3. Total Batch Value: 100.00
  4. Estimated Batch Value: 200.00
18. Click the Batch Dry Run button.
19. Confirm that you get the following error: “We couldn’t process the gift batch because there’s a mismatch between the total and estimated gift count and gift value or either one doesn’t match.”
  1. NOTE: This is as expected, since you checked the Total Gift Value Match checkbox.
20. Press the New Gift Entry button.
21. Select “Organization/Household” for Gift Type.
22. Search for and select any Business Account record in the Donor field.
23. Set the Gift Received Date to today’s date.
24. Search for and select any Campaign record in the Campaign field.
25. Fill in the Gift Amount field as 150.
26. Set the Payment Method to “Cash.”
27. Optionally, you can add another row in the Gift Designation Information section or change the value of what’s already there. You will need to fill out the Designation as well as the Percentage OR Amount fields (filling in Percentage will then auto-populate the Amount field and vice versa)
28. Optionally, you can add a row in the Set Soft Credit Information section. You will need to fill out the Recipient, Role and Credit Percentage OR Amount fields (filling in the Credit Percentage field will auto-populate the Amount field and vice versa)
29. Press Save.
30. Upon saving this second entry, close out of the pop-up again.
31. Refresh the page.
32. Note the fields in the header should be as follows:
  1. Total Gift Count: 2
  2. Estimated Gift Count: 2
  3. Total Batch Value: 250.00
  4. Estimated Batch Value: 200.00
33. Click the Batch Dry Run button.
34. Confirm that you get the following error: “We couldn’t process the gift batch because there’s a mismatch between the total and estimated gift count and gift value or either one doesn’t match.”
  1. NOTE: This is as expected, since you checked the Total Gift Value Match checkbox.
35. Scroll down and click on the hyperlink to the second Gift Entry you created to open the record.
36. Click the pencil icon next to the Gift Amount field.
37. Change the value to 100.
38. Do this step ONLY if you had set a Gift Designation when initially creating the Gift Entry: Scroll down to the Designation Information section and change Amounts to a new value of 100.
39. Press Save.
40. Click the hyperlink in the Gift Batch field to return to the Gift Batch record.
41. Refresh the page again.
42. Press the Batch Dry Run button again.
43. Confirm you get a green pop-up letting you know that the batch dry run is in process.
44. Wait a moment and then refresh the page.
45. Verify that you now see a value in the Last Processed Date Time field.
46. Click the Process Batch button.
47. Wait a moment then refresh the page.
48. Confirm that the Status field is set to “Processed.”
49. Scroll down and open up your first Gift Entry record by clicking the hyperlink in the Gift Entries related list.
50. Click on the hyperlink in the Gift Transaction field to open the newly created Gift Transaction record.
51. Confirm that the values of the fields such as Campaign, Transaction Completion Date, and Original Amount are as expected based on the information you entered when creating the Gift Entry.
52. Confirm that any Designations and/or Soft Credits you entered when creating the Gift Entry are now listed in the Gift Transaction Designations and Gift Soft Credits related lists.
53. Press the back button on your browser twice to return back to the Gift Batch record.
54. Open the second Gift Entry and review the same information.
55. Results: I can create a Gift Batch and set an expected number of gifts and expected value of the gifts. I can choose to have the total gift entries and total value of the gift entries be validated against those values, stopping me if they do not match. When I enter each individual gift entry, I can assign a campaign, gift designations, and gift soft credits to those gift entries. After the gift batch is successfully processed, a gift transaction record is created for each gift entry, along with the related gift transaction designations and gift soft credits.
Gift Batch NOT using the “Total Gift Value Match”
1. Click on the Gift Batches tab.
2. Press the New button.
3. Enter the following information in the fields:
  1. Estimated Gift Count: 2
  2. Estimated Batch Value: 200
  3. Total Gift Value Match: do NOT check the box.
4. Press Save. You will then be navigated to the Gift Batch record.
5. Press the New Gift Entry button.
6. Select “Individual” for Gift Type.
7. Search for and select any Donor record in the Donor field.
8. Set the Gift Received Date to today’s date.
9. Search for and select any Campaign record in the Campaign field.
10. Fill in the Gift Amount field as 100.
11. Set the Payment Method to “Cash.”
12. Optionally, you can add another row in the Gift Designation Information section or change the value of what’s already there. You will need to fill out the Designation as well as the Percentage OR Amount fields (filling in Percentage will then auto-populate the Amount field and vice versa)
13. Optionally, you can add a row in the Set Soft Credit Information section. You will need to fill out the Recipient, Role and Credit Percentage OR Amount fields (filling in the Credit Percentage field will auto-populate the Amount field and vice versa)
14. Press Save.
15. Close out of the pop-up.
16. Refresh the page.
17. Note the fields in the header should be as follows:
  1. Total Gift Count: 1
  2. Estimated Gift Count: 2
  3. Total Batch Value: 100.00
  4. Estimated Batch Value: 200.00
18. Click the Batch Dry Run button.
19. Confirm you get a green pop-up letting you know that the batch dry run is in process.
  1. NOTE: Even though your gift counts and values don’t match, this is to be expected because you did NOT check the Total Gift Value Match box.
20. Wait a moment and then refresh the page.
21. Verify that you now see a value in the Last Processed Date Time field.
22. Click the Process Batch button.
23. Wait a moment then refresh the page.
24. Confirm that the Status field is set to “Processed.”
25. Scroll down and open up your first Gift Entry record by clicking the hyperlink in the Gift Entries related list.
26. Click on the hyperlink in the Gift Transaction field to open the newly created Gift Transaction record.
27. Confirm that the values of the fields such as Campaign, Transaction Completion Date, and Original Amount are as expected based on the information you entered when creating the Gift Entry.
28. Confirm that any Designations and/or Soft Credits you entered when creating the Gift Entry are now listed in the Gift Transaction Designations and Gift Soft Credits related lists.
29. Results: I can create a Gift Batch and set an expected number of gifts and expected value of the gifts. I can choose to NOT have the total gift entries and total value of the gift entries be validated against those values, so that I will not be stopped if they do not match. When I enter each individual gift entry, I can assign a campaign, gift designations, and gift soft credits to those gift entries. After the gift batch is successfully processed, a gift transaction record is created for each gift entry, along with the related gift transaction designations and gift soft credits.
Coordinating with Gift Commitments while using a Gift Batch.

NOTE: First we will have to set a Gift Commitment up so that we can see it when working with the Gift Batch.

Click on the Gift Commitments tab.
Press the New button.
Fill in as many fields as required, at minimum filling out the following:
Donor – search for and select any Donor record.
Name
Status – set to “Active”
Press Save. You will be navigated to the newly created Gift Commitment record.
Click the Manage Gift Commitment Schedules button.
Make sure the Start Date is set to today, and then set the Gift Transaction Day to be the day of the month that today is (ex: If today is May 29th, then set the Gift Transaction Day to 29)
1. NOTE: we are just setting it up this way so that the Gift Batch recognizes that a payment is expected for this Gift Commitment today.
Set a value for the Gift Transaction Amount.
Press Confirm & Save.

NOTE: We are now going to proceed with creating a Gift Batch and a Gift Entry, with the idea that we are entering this Gift Entry and trying to match it up to this expected donation from the Gift Commitment.

Click on the Gift Batch tab.
Press the New button.
You may fill in the Estimated Gift Count and Estimated Gift Value however you want, but for the sake of this test, do NOT check the Total Gift Value Match checkbox.
Press Save. You will be brought to the newly created Gift Batch record.
Click the New Gift Entry button.
Set Gift Type to “Individual.”
In the Donor field, search for and select the donor record you selected when creating the Gift Commitment.
Set the Gift Received Date field to today.
Confirm that you can see the Gift Commitment you just created in the Matching Gift Commitments box.
Select the Gift Commitment by clicking the checkbox next to it.
Fill in any value for the Gift Amount field. Ideally, you would set it to the value that you set when creating the Gift Commitment Schedule.
Set the Payment Method to “Cash.”
Optionally, you can add another row in the Gift Designation Information section or change the value of what’s already there. You will need to fill out the Designation as well as the Percentage OR Amount fields (filling in Percentage will then auto-populate the Amount field and vice versa)
Optionally, you can add a row in the Set Soft Credit Information section. You will need to fill out the Recipient, Role and Credit Percentage OR Amount fields (filling in the Credit Percentage field will auto-populate the Amount field and vice versa)
Press Save.
Close out of the pop-up.
Refresh the page.
Click the Batch Dry Run button.
Confirm you get a green pop-up letting you know that the batch dry run is in process.
NOTE: Even though your gift counts and values don’t match, this is to be expected because you did NOT check the Total Gift Value Match box.
Wait a moment and then refresh the page.
Verify that you now see a value in the Last Processed Date Time field.
Click the Process Batch button.
Wait a moment then refresh the page.
Confirm that the Status field is set to “Processed.”
Scroll down and open up your first Gift Entry record by clicking the hyperlink in the Gift Entries related list.
Click on the hyperlink in the Gift Transaction field to open the newly created Gift Transaction record.
Confirm that the Gift Commitment field is populated with the name of the Gift Commitment that you created at the start of this test.
Confirm that the values of the fields such as Transaction Completion Date and Original Amount are as expected based on the information you entered when creating the Gift Entry.
Confirm that any Designations and/or Soft Credits you entered when creating the Gift Entry are now listed in the Gift Transaction Designations and Gift Soft Credits related lists.
Result: When entering a Gift Entry in a Gift Batch, if there is a Gift Commitment already created that has a Gift Commitment Schedule and Gift Transaction record that is expecting a payment today, the system will identify it and allow me to apply the Gift Entry to it.

**NOTE: These tests are for creating refunds for donations that did NOT come through GoFundMe Pro. If a donation came via GoFundMe Pro, then you will need to process the refund through there instead.**

Create a full Gift Refund from a Gift Transaction record.
1. Create a Gift Entry and Gift Transaction record first:
  1. Navigate to the Gift Entries tab.
  2. Press the New Gift Entry button.
  3. Fill in the following fields:
    1. Gift Type – set this to “Individual”
    2. Donor – search for and select the Donor record you created prior to this test
    3. Gift Received Date – set to today’s date
    4. Gift Amount – set to 300
    5. Payment Method – choose any value (depending on the value you choose, you may be asked to provide additional information)
  4. Press the Save button.
2. Click on the first hyperlink under the Name column in the list to open the newly created Gift Entry record.
3. Click on the hyperlink in the Gift Transaction field to navigate to the Gift Transaction record.
4. Press the New button in the Gift Refunds related list.
5. Fill in as many fields as desired, at minimum filling in the following fields:
  1. Date – set to today’s date
  2. Reason
  3. Amount – set this to the same value as the Original Amount on the Gift Transaction record.
  4. Status – set this to “Completed”
6. Click Save.
7. Refresh the Gift Transaction record page.
8. Confirm that on the Gift Transaction record page, the following fields have values:
  1. Status = Fully Refunded
  2. Current Amount = $0.00
  3. Refunded Amount = the same value as what’s listed in Original Amount
9. Open the newly created Gift Refund record by clicking its hyperlink in the Gift Refund related list.
10. Verify the visibility of the following fields:
  1. Name
  2. Gift Transaction
  3. Date
  4. Reason
  5. Amount
  6. Status
  7. Notes
  8. Gateway Transaction Fee
  9. Last Gateway Error Message
  10. Last Gateway Processed Date
  11. Last Gateway Response Code
  12. Processor Transaction Fee
11. Results: I can create a record that fully refunds a gift transaction.
Create a partial Gift Refund from a Gift Transaction record.
1. Create a Gift Entry and Gift Transaction record first:
  1. Navigate to the Gift Entries tab.
  2. Press the New Gift Entry button.
  3. Fill in the following fields:
    1. Gift Type – set this to “Individual”
    2. Donor – search for and select the Donor record you created prior to this test
    3. Gift Received Date – set to today’s date
    4. Gift Amount – set to 450
    5. Payment Method – choose any value (depending on the value you choose, you may be asked to provide additional information)
  4. Press the Save button.
2. Click on the first hyperlink under the Name column in the list to open the newly created Gift Entry record.
3. Click on the hyperlink in the Gift Transaction field to navigate to the Gift Transaction record.
4. Press the New button in the Gift Refunds related list.
5. Fill in as many fields as desired, at minimum filling in the following fields:
  1. Date – set to today’s date
  2. Reason
  3. Amount – set this to a value that is less than what you entered for the Original Amount when creating the Transaction record
  4. Status – set this to “Completed”
6. Click Save.
7. Refresh the Gift Transaction record page.
8. Confirm that on the Gift Transaction record page, the following fields have values:
  1. Status = Paid
  2. Current Amount = Original Amount – Refunded Amount
  3. Refunded Amount = the value that you entered when creating the Gift Refund record.
9. Open the newly created Gift Refund record by clicking its hyperlink in the Gift Refund related list.
10. Verify the visibility of the following fields:
  1. Name
  2. Gift Transaction
  3. Date
  4. Reason
  5. Amount
  6. Status
  7. Notes
  8. Gateway Transaction Fee
  9. Last Gateway Error Message
  10. Last Gateway Processed Date
  11. Last Gateway Response Code
  12. Processor Transaction Fee
11. Results: I can create a record that partially refunds a gift transaction.

Create a Gift Entry and GiftTransaction record and then relate a Gift Tribute record to it
1. Navigate to the Gift Entries tab.
2. Press the New Gift Entry button.
3. Fill in the following fields:
  1. Gift Type – set this to “Individual”
  2. Donor – search for and select the Donor record you created prior to this test
  3. Gift Received Date – set to today’s date
  4. Gift Amount – set to 500
  5. Payment Method – choose any value (depending on the value you choose, you may be asked to provide additional information)
4. Press the Save button.
5. Click on the first hyperlink under the Name column in the list to open the newly created Gift Entry record.
6. Click on the hyperlink in the Gift Transaction field to navigate to the Gift Transaction record.
7. Press the New button in the Gift Tributes related list.
8. Verify that you can see and populate the following fields, filling out as many as desired:
  1. Type
  2. Gift Transaction
  3. Gift Commitment
  4. Honoree Name
  5. Notification Date
  6. Notification Contact Name
  7. Notification Email
    1. NOTE: if you fill in this field, please use an email that you have access to. To make it unique, you can append “+[word]” prior to the @ symbol. E.g. My email is sara.rubeck@coastalcloud.us, but I can do sara.rubeck+flower@coastalcloud.us to give a test donor record a unique email
  8. Notification Status
  9. Notification Channel
  10. Notification Message
9. Verify that you can see the following fields as read-only (not able to manually enter information in them):
  1. Classy Dedication ID
  2. Classy Notification Street
  3. Classy Notification Postal Code
  4. Classy Notification City
  5. Classy Notification State
  6. Classy Notification Country
10. Click Save
11. Validate that you can see a record now listed in the Gift Tributes related list on the Gift Transaction record.
12. Click on the hyperlink in the Gift Tributes related list to open the record and review the fields.
13. Results: I can create a record (Gift Tribute) that indicates that a donation was made in honor/memory of someone. This record is attached to the Gift Transaction record.

Contact Point Address Sync

New Address
1. Navigate to the Accounts tab.
2. Find and select a Donor record that you’ve created previously.
3. Click the Contact Information tab.
4. Note any records in the Contact Point Address (CPA) related list
5. Click the Donor Details tab
6. Press the pencil icon next to the Mailing Address field.
7. Enter an address in the Mailing Address field
8. Click Save
9. Click the Contact Information tab
10. Review records in the CPA related list – confirm that a new record was created and that the Is Primary checkbox is checked.
11. Results: A new CPA record is created and the Is Primary checkbox is checked upon updating the Mailing Address field on the Donor record.
Change of Address
1. Staying on the same Donor record, click the Donor Details tab
2. Click the pencil icon next to the Mailing Address field
3. Enter a different address in the Mailing Address field
4. Click Save
5. Click the Contact Information tab
6. Review records in the CPA related list – confirm that a new record was created and that the Is Primary checkbox is checked.
7. Results: A new CPA record is created and the Is Primary checkbox is checked upon changing the value in the Mailing Address field on the Donor record; the Is Primary checkbox on the CPA record created in step 1 is now unchecked
New Address from CPA related list
1. Staying on the same Donor record, click on the Contact Information tab
2. Click the New button in the Contact Point Address related list
3. Complete all Required fields
4. Ensure the Is Primary check box is checked
5. Click Save
6. Navigate back to the Donor Details tab.
7. Confirm that the Mailing Address has been updated to what you entered when creating the Contact Point Address record.
8. Result: The Mailing Address field on the Donor record is updated upon creating a Contact Point Address record. Note: you may need to refresh your browser window in order to see this change reflected

Contact Point Email Sync

New Email
1. Stay on the same Donor record you were working with in the test above.
2. Click the Contact Information Tab
3. Note any records in the Contact Point Email (CPE) related list
4. Click the Donor Details tab
5. Click the pencil icon next to the Email field
6. Enter an email address in the Email field – please enter an email address that ends in “@invalid.com”
7. Click Save
8. Click the Contact Information tab
9. Review records in the CPE related list – confirm that a new record was created and that the Is Primary checkbox is checked.
10. Result: A new CPE record is created and the Is Primary checkbox is checked upon updating the Email field on the Donor record.
Change of Email
1. Staying on the same Donor record, click the Donor Details tab
2. Click the pencil icon next to the Email field
3. Enter a different email address in the Email field – please enter an email address that ends in “@invalid.com”
4. Click Save
5. Click the Contact Information tab
6. Review records in the CPE related list – confirm that a new record was created and that the Is Primary checkbox is checked.
7. Result: A new CPE record is created and the Is Primary checkbox is checked upon changing the value on the Email field on the Donor record; the Is Primary checkbox on the CPE record created in the previous test is now unchecked
New Email from CPE related list
1. Staying on the same Donor record, click the Contact Information tab
2. Click the New button in the Contact Point Email related list
3. Complete all Required fields
  1. NOTE: when filling in the Email field, please use an email that you have access to. To make it unique, you can append “+[word]” prior to the @ symbol. E.g. My email is sara.rubeck@coastalcloud.us, but I can do sara.rubeck+flower@coastalcloud.us to give a test donor record a unique email
4. Ensure the Is Primary check box is checked
5. Click Save
6. Return to the Donor Details tab on the Donor record.
7. Confirm that the Email field has been updated with what you input when creating the CPE record.
8. Result: The Email field on the Person account is updated upon creating a CPE record. Note: you may need to refresh your browser window in order to see this change reflected

Contact Point Phone Sync

New Phone
1. Stay on the same Donor record you were working with in the test above.
2. Click the Contact Information Tab
3. Note any records in the Contact Point Phone (CPP) related list
4. Click the Donor Details tab
5. Click the pencil icon next to the Phone field
6. Enter a phone number in the Phone field
7. Click Save
8. Click the Contact Information tab
9. Review records in the CPP related list – confirm that a new record was created and that the Is Primary checkbox is checked.
10. Result: A new CPP record is created and the Is Primary checkbox is checked upon updating the Phone field on the Donor record.
Change of Phone Number
1. Staying on the same Donor record, click the Donor Details tab
2. Click the pencil icon next to the Phone field
3. Enter a different phone number in the Phone field
4. Click Save
5. Click the Contact Information tab
6. Review records in the CPP related list – confirm that a new record was created and that the Is Primary checkbox is checked.
7. Results: A new CPP record is created and the Is Primary checkbox is checked upon changing the value in the Phone field on the Donor record; the Is Primary checkbox on the CPP record created in step 1 is now unchecked
New Phone Number from CPP related list
1. Staying on the same Donor record, click the Contact Information tab
2. Click the New button in the Contact Point Phone related list
3. Complete all Required fields
4. Ensure the Is Primary check box is checked
5. Click Save
6. Return to the Donor Details tab on the Donor record.
7. Confirm that the Phone field has updated with the value that you input when creating the CPP record.
8. Result: The Phone field on the Person account is updated upon creating a CPP record. Note: you may need to refresh your browser window in order to see this change reflected

Seeing Accounts owned by others
1. Click on the Accounts tab.
2. Click the drop-down arrow next to the list view name (most commonly defaults to “Recently Viewed”)
3. Change the list view to “All Accounts”
4. Confirm that you can see Accounts that have names other than your own in the Owner First Name and Owner Last Name columns.
5. Click into one of those records and verify that you can see data in that record.
6. Result: I can see Accounts that my coworkers own.
See Account-Account Relationships owned by others
1. Click on the 9-dot icon (App Launcher) in the upper left hand corner.
2. Search for and select Account Account Relationships.
3. Click the drop-down arrow next to the list view name (most commonly defaults to “Recently Viewed”)
4. Change the list view to “All Account Account Relationships”
5. Confirm that you can see records that you know you didn’t create
6. Click into one of those records to open it.
7. Confirm that the name in the Last Modified By field is not your own.
8. Confirm that you can see other data within the record.
9. Results: I can see Account Account Relationships that my coworkers own.
See Contact Contact Relationships owned by others
1. Click on the 9-dot icon (App Launcher) in the upper left hand corner.
2. Search for and select Contact Contact Relationships.
3. Click the drop-down arrow next to the list view name (most commonly defaults to “Recently Viewed”)
4. Change the list view to “All Contact Contact Relationships”
5. Confirm that you can see records that you know you didn’t create
6. Click into one of those records to open it.
7. Confirm that the name in the Last Modified By field is not your own.
8. Confirm that you can see other data within the record.
9. Results: I can see Contact Contact Relationships that my coworkers own.
See Opportunities owned by others
1. Click on the Opportunities tab.
2. Click the drop-down arrow next to the list view name (most commonly defaults to “Recently Viewed”)
3. Change the list view to “All Opportunities”
4. Confirm that you see Opportunity records in the list where the Opportunity Owner Alias listed is not the first letter of your first name and the first four letters of your last name.
5. Click into one of those records.
6. Confirm that you can see data within the record.
7. Results: I can see Opportunities that my coworkers own.
See Gift Commitments owned by others
1. Click on the Gift Commitments tab.
2. Click the drop-down arrow next to the list view name (most commonly defaults to “Recently Viewed”)
3. Change the list view to “All Gift Commitments”
4. Confirm that you see Gift Commitment records in the list that you did not create.
5. Click into one of those records.
6. Confirm that the Owner Name field is populated with someone else’s name.
7. Confirm that you can see data within the record.
8. Results: I can see Gift Commitments that my coworkers own.
See Gift Transactions owned by others
1. Click on the Gift Transactions tab.
2. Click the drop-down arrow next to the list view name (most commonly defaults to “Recently Viewed”)
3. Change the list view to “All Gift Transactions”
4. Confirm that you see Gift Transaction records in the list that you did not create.
5. Click into one of those records.
6. Confirm that the Owner Name field is populated with someone else’s name.
7. Confirm that you can see data within the record.
8. Results: I can see Gift Transactions that my coworkers own.
See Campaigns owned by others
1. Click on the Campaigns tab.
2. Click the drop-down arrow next to the list view name (most commonly defaults to “Recently Viewed”)
3. Change the list view to “All Active Campaigns”
4. Confirm that you see Campaign records in the list that you did not create.
5. Click into one of those records.
6. Confirm that the Campaign Owner field is populated with someone else’s name.
7. Confirm that you can see data within the record.
8. Results: I can see Campaigns that my coworkers own.
See Gift Batches owned by others
1. Click on the Gift Batches tab.
2. Click the drop-down arrow next to the list view name (most commonly defaults to “Recently Viewed”)
3. Change the list view to “All Gift Batches”
4. Confirm that you see Gift Batch records in the list that you did not create.
5. Click into one of those records.
6. Confirm that the Owner Name field is populated with someone else’s name.
7. Confirm that you can see data within the record.
8. Results: I can see Gift Batches that my coworkers own.
See Gift Designations owned by others
1. Click on the 9-dot icon (App Launcher) in the upper left hand corner.
2. Search for and select Gift Designations.
3. Click the drop-down arrow next to the list view name (most commonly defaults to “Recently Viewed”)
4. Change the list view to “All Gift Designations”
5. Confirm that you see Gift Designation records in the list that you did not create.
6. Click into one of those records.
7. Confirm that the Owner Name field is populated with someone else’s name.
8. Confirm that you can see data within the record.
9. Results: I can see Gift Designations that my coworkers own.
See Gift Entries owned by others
1. Click on the Gift Entries tab.
2. Click the drop-down arrow next to the list view name (most commonly defaults to “Recently Viewed”)
3. Change the list view to “All Gift Entries”
4. Confirm that you see Gift Entry records in the list that you did not create.
5. Click into one of those records.
6. Confirm that the Owner Name field is populated with someone else’s name.
7. Confirm that you can see data within the record.
8. Results: I can see Gift Entries that my coworkers own.
See Gift Tributes owned by others
1. Click on the 9-dot icon (App Launcher) in the upper left hand corner.
2. Search for and select Gift Tributes.
3. Click the drop-down arrow next to the list view name (most commonly defaults to “Recently Viewed”)
4. Change the list view to “All Gift Tributes”
5. Confirm that you can see records that you know you didn’t create
6. Click into one of those records to open it.
7. Confirm that the name in the Owner Name field is not your own.
8. Confirm that you can see other data within the record.
9. Results: I can see Gift Tributes that my coworkers own.

Create a new Student Story
1. Click on the 9-dot icon (App Launcher) in the upper left corner of the screen.
2. Search for and select Student Story.
3. Click the drop-down arrow next to the list view name (will most commonly default to “Recently Viewed”)
4. Change the list view to “All Student Stories”.
5. Review the list to see what month’s Student Story needs to be created next.
6. Using the client provided file, find and create a Student Story that doesn’t already exist – Copy of Student Stories for Monthly Receipt Letters_.xlsx
7. Click New
8. Fill in the following fields:
  1. Student – this is the name of the Student that the story is about
  2. Start Date
  3. End Date
  4. Details – copy and past the Student Story here.
9. Press Save
10. Verify the all of the fields have saved properly
11. Results: I can create a Student Story
Create a Gift Entry and Gift Transaction record
1. Navigate to the Gift Entries tab.
2. Press the New Gift Entry button.
3. Fill in the following fields:
  1. Gift Type – set this to “Individual”
  2. Donor – search for and select the Donor record you created prior to this test
  3. Gift Received Date – set to today’s date
  4. Gift Amount – set to 250
  5. Payment Method – choose any value (depending on the value you choose, you may be asked to provide additional information)
4. Press the Save button.
5. Click on the first hyperlink under the Name column in the list to open the newly created Gift Entry record.
6. Click on the hyperlink in the Gift Transaction field to navigate to the Gift Transaction record.
7. Verify the record was created correctly and the appropriate Student Story text has been added to the Gift Transaction (you will need to scroll to the bottom of the page to find the Student Story)
8. Results: I can create a Gift Transaction and the correct Student Story is automatically populated on the record.

Account list view with BTH Id
1. Navigate to the Accounts tab.
2. Click the drop-down arrow next to the list view name (will most commonly default to “Recently Viewed”)
3. Change the list view to “Donor Accounts”
4. Click the gear icon on the right side of the page.
5. Select Clone.
6. Press Save
7. Click the gear icon again
8. Press Select Fields to Display
9. On the Available Fields section, search for and select BTH ID
10. Click the arrow to move that field over to the Visible Fields section.
11. Scroll down in the Visible Fields section and select BTH ID.
12. Click the up arrow to move it until it’s right below Account Name.
13. Press Save
14. Click the BTH ID column header to sort the records in ascending order.
15. Confirm that each record on the list has a value for BTH ID.
16. Results: I can create a new Account list view, add the BTH ID field to that list view, and sort by that field.
Creating a new Donor record.
1. Staying on the Accounts tab, press the New button.
2. Select the Donor radio button.
3. Press Next
4. At minimum, fill in the following fields:
  1. First Name
  2. Last Name
  3. NOTE: if you fill in the Email field, please use an email that you have access to. To make it unique, you can append “+[word]” prior to the @ symbol. E.g. My email is sara.rubeck@coastalcloud.us, but I can do sara.rubeck+flower@coastalcloud.us to give a test donor record a unique email
5. Press Save. You will be brought to the new Donor record.
6. Confirm that the BTH ID field has been auto-populated with a number that has the prefix “BTH-” (you will need to scroll to the bottom of the page to see this field)
7. Result: Every time a Donor record is created, a unique BTH ID is populated on the record.

Create a Donor and a first Gift Transaction record.
1. Click on the Accounts tab.
2. Press the New button
3. Select the Donor radio button.
4. Press Next.
5. Fill in as many fields as desired, at minimum filling in the following fields:
  1. First Name
  2. Last Name
  3. NOTE: if you fill in the Email field, please use an email that you have access to. To make it unique, you can append “+[word]” prior to the @ symbol. E.g. My email is sara.rubeck@coastalcloud.us, but I can do sara.rubeck+flower@coastalcloud.us to give a test donor record a unique email
6. Press Save. You will be brought to the new Donor record.
7. Confirm that you can see a First Gift Date field, it is blank, and there is NOT a pencil icon next to it.
8. Navigate to the Gift Entries tab.
9. Press the New Gift Entry button.
10. Fill in the following fields:
  1. Gift Type – set this to “Individual”
  2. Donor – search for and select the Donor record you just created
  3. Gift Received Date – set 6/1/2025
  4. Gift Amount – set to 150
  5. Payment Method – choose any value (depending on the value you choose, you may be asked to provide additional information)
11. Press the Save button.
12. Click on the first hyperlink under the Name column in the list to open the newly created Gift Entry record.
13. Click on the hyperlink in the Gift Transaction field to navigate to the Gift Transaction record.
14. Click on the hyperlink in the Donor field to navigate to the Donor record.
15. Confirm that the First Gift Date field is now populated with today’s date.
16. Results: There is a field on the Donor record that will populate with the date that I enter for the Gift Received Date when creating the donor’s first Gift Transaction record via Gift Entry.
Adding an additional Gift Transaction with a later date
1. Navigate to the Gift Entries tab.
2. Press the New Gift Entry button.
3. Fill in the following fields:
  1. Gift Type – set this to “Individual”
  2. Donor – search for and select the Donor record you’ve been working with in this test
  3. Gift Received Date – set to today’s date
  4. Gift Amount – set to 300
  5. Payment Method – choose any value (depending on the value you choose, you may be asked to provide additional information)
4. Press the Save button.
5. Click on the first hyperlink under the Name column in the list to open the newly created Gift Entry record.
6. Click on the hyperlink in the Gift Transaction field to navigate to the Gift Transaction record.
7. Click on the hyperlink listed in the Donor field to navigate to the Donor record.
8. Confirm that the First Gift Date did NOT change, and is still the same date as the Gift Received Date entered upon the initial Gift Entry, as that is the donation with the earliest date.
9. Results: If a Gift Transaction record is created via Gift Entry, the First Gift Date field on the Donor record will NOT update if the Gift Received Date is a later date compared to previously created Gift Transaction records.
Adding a Gift Transaction record via Gift Entry with an earlier Gift Received Date than previously created Gift Transaction records.
1. Navigate to the Gift Entries tab.
2. Press the New Gift Entry button.
3. Fill in the following fields:
  1. Gift Type – set this to “Individual”
  2. Donor – search for and select the Donor record you’ve been working with on this test
  3. Gift Received Date – set to a date BEFORE 6/1/2025
  4. Gift Amount – set to 225
  5. Payment Method – choose any value (depending on the value you choose, you may be asked to provide additional information)
4. Press the Save button.
5. Click on the first hyperlink under the Name column in the list to open the newly created Gift Entry record.
6. Click on the hyperlink in the Gift Transaction field to navigate to the Gift Transaction record.
7. Click on the hyperlink listed in the Donor field to navigate to the Donor record.
8. Confirm that the First Gift Date field has now updated to be the same value as what you entered as the Gift Received Date when creating this newest Gift Transaction via Gift Entry.
9. Results: When a new Gift Transaction record is created and linked to a Donor record, the First Gift Date field will update if the Transaction Completion Date (Gift Received Date when creating via Gift Entry) on the newest created Gift Transaction record is earlier than any of the previously created Gift Transaction records linked to the Donor.

Testing a Donor without any paid Gift Transactions
1. Navigate to the Accounts tab.
2. Press the New button
3. Select the Donor radio button.
4. Press Next
5. At minimum, fill in the following fields:
  1. First Name
  2. Last Name
  3. NOTE: if you fill in the Email field, please use an email that you have access to. To make it unique, you can append “+[word]” prior to the @ symbol. E.g. My email is sara.rubeck@coastalcloud.us, but I can do sara.rubeck+flower@coastalcloud.us to give a test donor record a unique email
6. Press Save. You will be brought to the new Donor record.
7. Verify that the Donor Status field is set to “Prospect”
8. Navigate to the Gift Entries tab.
9. Press the New Gift Entry button.
10. Fill in the following fields:
  1. Gift Type – set this to “Individual”
  2. Donor – search for and select the Donor record you just created
  3. Gift Received Date – set to today’s date
  4. Gift Amount – set to 150
  5. Payment Method – choose any value (depending on the value you choose, you may be asked to provide additional information)
11. Press the Save button.
12. Click on the first hyperlink under the Name column in the list to open the newly created Gift Entry record.
13. Click on the hyperlink in the Donor field to navigate back to the Donor record.
14. Verify that the Donor Status is now set to “Current Donor.”
15. Results: When a Donor record is first created, the Donor Status is automatically set to “Prospect.” After a Donor’s first Gift Transaction is paid, the Donor Status automatically updates to “Current Donor.”
Testing a Donor with additional Gift Transactions
1. Navigate back to the Gift Entries tab.
2. Press the New Gift Entry button.
3. Fill in the following fields:
  1. Gift Type – set this to “Individual”
  2. Donor – search for and select the Donor record you just created
  3. Gift Received Date – set to today’s date
  4. Gift Amount – set to 200
  5. Payment Method – choose any value (depending on the value you choose, you may be asked to provide additional information)
4. Press the Save button.
5. Click on the first hyperlink under the Name column in the list to open the newly created Gift Entry record.
6. Click on the hyperlink in the Donor field to navigate back to the Donor record.
7. Verify that the Donor Status is still set to “Current Donor.”
8. Results: If subsequent donations come in from a Donor after their Donor Status is already set to “Current Donor,” then the Donor Status will not change.

NOTE: You will need to perform this test with an actual credit. Test credit card numbers will not work

Enter a One-Time Donation in Classy
1. Navigate to the donation landing page
2. Select One Time
3. Select an Amount to donate or enter an Amount in the Other field.
4. Click Continue
5. Select one of the options for Payment Method:
  1. Card
  2. Bank Transfer
  3. Paypal
6. Fill in the subsequent information regarding the Payment Method you chose.
7. Click Continue to Options
8. OPTIONAL: Select Dedicate a Donation
  1. If you choose to do this, select the Dedication Type, fill in First Name and Last Name, and then select if you want to send an email notification, then press Save.
9. Click Continue to Information
10. Enter the required information:
  1. First Name
  2. Last Name
  3. Email for Receipt
  4. Address
  5. Zip Code
  6. City
  7. State
  8. Country
11. Click Donate Now
12. Results: I can submit a one-time donation via Classy.
View One-Time Classy Transaction and related Campaign in Salesforce
1. Open Salesforce in another tab.
2. Make sure you are in the BTH Fund Development App
  1. If you are not, click the 9-dot icon (App Launcher) in the upper right corner, and then search for and select BTH Fund Development
3. Navigate to the Gift Transactions tab
4. Click the drop-down arrow next to the list view name (most commonly defaults to “Recently Viewed”)
5. Change the list view to Classy Gift Transactions
6. Identify the Gift Transaction you just created through Classy
7. Click the hyperlink under the Name column to view the record.
8. Verify the information in the Gift Transaction Information and Classy Information sections are accurate
9. Confirm that you see a value listed in the Campaign field.
10. Click on the hyperlink in the Campaign field to navigate to that Campaign record.
11. Confirm that you see values listed in the following fields:
  1. Classy Organization Id
  2. Classy Internal Campaign Name
  3. Classy Type
  4. Classy URL
12. Click on the Related tab.
13. Confirm that you see, at minimum, the donation you just made via Classy in the Gift Transactions related list.
14. Results: When a one-time donation is made via Classy, a Gift Transaction record is created in Salesforce. This Gift Transaction record is automatically associated with a Campaign record that is also created in Salesforce via Classy. All donations made via Classy to that Campaign will show up linked to the Campaign in Salesforce.

3. Enter a Monthly Donation in Classy

1. Navigate to the donation landing page
2. Select Monthly
3. Select an Amount to donate or enter an Amount in the Other field.
4. Click Continue
5. Select one of the options for Payment Method:
  1. Card
  2. Bank Transfer
  3. Paypal
6. Fill in the subsequent information regarding the Payment Method you chose.
7. Click Continue to Options
8. OPTIONAL: Select Dedicate a Donation
  1. If you choose to do this, select the Dedication Type, fill in First Name and Last Name, and then select if you want to send an email notification, then press Save.
9. Click Continue to Information
10. Enter the required information:
  1. First Name
  2. Last Name
  3. Email for Receipt
  4. Address
  5. Zip Code
  6. City
  7. State
  8. Country
11. Click Donate Now
12. Results: I can submit a monthly donation via Classy.

4. View Monthly Classy Donation Gift Commitment and related Campaign in Salesforce

1. Open Salesforce in another tab.
2. Make sure you are in the BTH Fund Development App
  1. If you are not, click the 9-dot icon (App Launcher) in the upper right corner, and then search for and select BTH Fund Development
3. Navigate to the Gift Commitments tab
4. Click the drop-down arrow next to the list view name (most commonly defaults to “Recently Viewed”)
5. Change the list view to Classy Gift Commitments
6. Identify the Gift Commitment (monthly donation) you just created through Classy
7. Click the hyperlink under the Name column to view the record.
8. Verify the information to make sure it is accurate:
  1. Donor
  2. Schedule Type – this is set to “Recurring”
  3. Campaign – this is set to the Campaign that the Donation Page is linked to.
9. Click on the Related tab.
10. Confirm that you see a record listed in the Gift Commitment Schedules related list and one listed in the Gift Transactions related list.
11. Click on the hyperlink for the record in the Gift Commitment Schedules related list to open that record.
12. Confirm that the following fields are filled out:
  1. Campaign is set to the Campaign that the Donation Page is linked to.
  2. Transaction period is set to “Monthly”
  3. Start Date is set to today’s date
  4. Transaction Day is set to the current day of the month
  5. Transaction Amount is the amount that you entered in Classy for the monthly donation.
13. Click on the hyperlink in the Gift Commitment field to navigate back to the Gift Commitment record.
14. Click on the Related tab.
15. Click on the hyperlink for the record in the Gift Transactions related list to view that record.
16. Verify the information in the Gift Transaction Information and Classy Information sections are accurate
17. Confirm that you see a value listed in the Campaign field.
18. Click on the hyperlink in the Campaign field to navigate to that Campaign record.
19. Confirm that you see values listed in the following fields:
  1. Classy Organization Id
  2. Classy Internal Campaign Name
  3. Classy Type
  4. Classy URL
20. Click on the Related tab.
21. Confirm that you see, at minimum, the donation you just made via Classy in the Gift Transactions related list and the Gift Commitments related list.
22. Results: When a monthly donation is made via Classy, a Gift Commitment Record, Gift Commitment Schedule record, and a Gift Transaction record are created in Salesforce. All three records are automatically associated with a Campaign record that is also created in Salesforce via Classy. All donations made via Classy to that Campaign will show up linked to the Campaign in Salesforce.

Navigating to the Dashboard
1. Navigate to the Dashboards tab.
2. Click on All Folders in the left side navigation column.
3. Open the Fund Development Dashboards (Chicago) folder.
4. Select the Chicago Fund Development Dashboard
5. Press the Refresh button in the upper right of the Dashboard.
6. Confirm that you see the following graphs:
  1. Total Gifts this Fiscal Year
  2. # of New Donors this FY
  3. Value of New Donors This FY
  4. DRO Projections: This Month
  5. DRO: Projections: This Fiscal Quarter
  6. DRO Projections: This Fiscal Year
  7. Total # New Major Donors
  8. % New Major Donors
  9. % New Mid-Level Donors
  10. Value of Retained Major Donors
  11. Value of All Retained Donors
  12. Donor Concentration by Account Type
  13. Donor Concentration by Donor
  14. Donor Concentration by Giving Level
7. Results: I am able to see a dashboard that gives an overview of fundraising progress and projections.
Reviewing each report that is part of the dashboard
1. From the Dashboard, within the Total Gifts this Fiscal Year graph, click on the blue hyperlink at the bottom of the graph that says, “View Report (Gifts this Fiscal Year)”.
2. Confirm that you can see a chart as well as a table.
3. Verify that the table has the following columns:
  1. Account Name
  2. Transaction Name
  3. Current Amount
4. Click on the filter icon in the upper right corner of the report.
5. Confirm the following filters:
  1. Show Me: All Accounts
  2. Created Date: All Time
  3. Transaction Completion Date equals THIS FISCAL YEAR
  4. Status equals Paid
6. Click the back button on your browser to return to the dashboard.
7. Within the # of New Donors this FY graph, click the blue hyperlink at the bottom of the graph that says, “View Report (New Donors This FY)”
8. Confirm that you can see a chart as well as a table.
9. Verify that the table has the following columns:
  1. Account Owner: Full Name
  2. Giving Level
  3. Sum of # of Accounts
  4. Sum of Current Amount
10. Click on the filter icon in the upper right corner of the report.
11. Confirm the following filters:
  1. Show Me: All Accounts
  2. First Gift Date: Current FY
  3. Paid equals True
12. Click the back button on your browser to return to the dashboard.
13. Within the Value of New Donors This FY graph, click the blue hyperlink at the bottom of the graph that says, “View Report (New Donors This Year by Segment)”
14. Verify that the table has the following columns:
  1. Giving Level
  2. Account Id
  3. Account Name
  4. Summary Name
  5. First Gift Date
  6. Gifts This Year Amount
15. Click on the filter icon in the upper right corner of the report.
16. Confirm the following filters:
  1. Show Me: All Accounts
  2. Created Date: All Time
  3. First Gift Date equals THIS FISCAL YEAR
17. Click the back button on your browser to return to the dashboard.
18. Within the DRO Projections: This Month graph, click the blue hyperlink at the bottom of the graph that says, “View Report (DRO Projections: Gift Commitments)”
  1. NOTE: This report is used for the DRO Projections: This Month, DRO Projections: This Fiscal Quarter, and DRO Projections: This Fiscal Year graphs. We will only look at this report once.
19. Confirm that you can see a chart as well as a table.
20. Verify that the table has the following columns:
  1. Account Owner: Full Name
  2. Account Name
  3. Sum of Total Current Month
  4. Sum of Total Current Quarter
  5. Sum of Total Current Fiscal Year
  6. Sum of Total Next Fiscal Year
  7. Record Count
21. Click on the filter icon in the upper right corner of the report.
22. Confirm the following filters:
  1. Show Me: All Accounts
  2. Created Date: All Time
23. Click the back button on your browser to return to the dashboard.
24. Within the Total # New Major Donors graph, click the blue hyperlink at the bottom of the graph that says, “View Report (% New Major Donors (by Count))”
25. Verify that the table has the following columns:
  1. New This FY?
  2. Giving Level
  3. Sum of Current Amount
  4. Sum of # of Accounts
  5. # of Gifts
  6. % of Total
26. Click on the filter icon in the upper right corner of the report.
27. Confirm the following filters:
  1. Show Me: All Accounts
  2. Created Date: All Time
  3. First Gift Date not equal to ” “
  4. Giving Level equals Major
  5. New This FY? equals Prior Giving
28. Click the back button on your browser to return to the dashboard.
29. Within the % New Major Donors graph, click the blue hyperlink at the bottom of the graph that says, “View Report (% New Major Donors)”
30. Confirm that you can see a chart as well as a table.
31. Verify that the table has the following columns:
  1. New This FY?
  2. Giving Level
  3. Sum of Current Amount
  4. Record Count
  5. % New/Prior
32. Click on the filter icon in the upper right corner of the report.
33. Confirm the following filters:
  1. Show Me: All Accounts
  2. Created Date: All Time
  3. Paid equals True
  4. Giving Level equals Major
34. Click the back button on your browser to return to the dashboard.
35. Within the % New Mid-Level Donors graph, click the blue hyperlink at the bottom of the graph that says, “View Report (% New Mid-Level Donors)”
36. Confirm that you can see a chart as well as a table.
37. Verify that the table has the following columns:
  1. New This FY?
  2. Giving Level
  3. Sum of Current Amount
  4. Record Count
  5. % New/Prior
38. Click on the filter icon in the upper right corner of the report.
39. Confirm the following filters:
  1. Show Me: All Accounts
  2. Created Date: All Time
  3. Paid equals True
  4. Giving Level equals Mid-Level
40. Click the back button on your browser to return to the dashboard.
41. Within the Value of Retained Major Donors graph, click the blue hyperlink at the bottom of the graph that says, “View Report (Number & Value of Retained Major Donors)”
42. Verify that the table has the following columns:
  1. New This FY?
  2. Account Name
  3. Name
  4. # of Accounts
  5. Total Current Fiscal Year
43. Click on the filter icon in the upper right corner of the report.
44. Confirm the following filters:
  1. Show Me: All Accounts
  2. Created Date: All Time
  3. New This FY? equals Prior Giving
  4. Giving Level equals Major
  5. Accounts with Gift Commitments
    1. Total Current Fiscal Year greater than $0.00
45. Click the back button on your browser to return to the dashboard.
46. Within the Value of All Retained Donors graph, click the blue hyperlink at the bottom of the graph that says, “View Report (Number & Value of All Retained Donors)”
47. Verify that the table has the following columns:
  1. New This FY?
  2. Giving Level
  3. Sum of # of Accounts
  4. Sum of Total Current Fiscal Year
48. Click on the filter icon in the upper right corner of the report.
49. Confirm the following filters:
  1. Show Me: All Accounts
  2. Created Date: All Time
  3. New This FY? equals Prior Giving
  4. Accounts with Gift Commitments
    1. Total Current Fiscal Year greater than $0.00
50. Click the back button on your browser to return to the dashboard.
51. Within the Donor Concentration by Account Type graph, click the blue hyperlink at the bottom of the graph that says, “View Report (Donor Concentration by Account Type)”
52. Verify that the table has the following columns:
  1. Type
  2. Sum of Current Amount
  3. % of Total
  4. # of Gifts
53. Click on the filter icon in the upper right corner of the report.
54. Confirm the following filters:
  1. Show Me: All Accounts
  2. Transaction Completion Date: Current and Previous FY
55. Click the back button on your browser to return to the dashboard.
56. Within the Donor Concentration by Donor graph, click the blue hyperlink at the bottom of the graph that says, “View Report (Donor Concentration by Donor)”
57. Verify that the table has the following columns:
  1. Account Name
  2. Sum of Current Amount
  3. Percent of Total
  4. # of Gifts
58. Click on the filter icon in the upper right corner of the report.
59. Confirm the following filters:
  1. Show Me: All Accounts
  2. Transaction Completion Date: Current and Previous FY
60. Click the back button on your browser to return to the dashboard.
61. Within the Donor Concentration by Giving Level graph, click the blue hyperlink at the bottom of the graph that says, “View Report (Donor Concentration by Giving Level)”
62. Verify that the table has the following columns:
  1. Giving Level
  2. Sum of Current Amount
  3. % of Total
  4. # of Gifts
63. Click on the filter icon in the upper right corner of the report.
64. Confirm the following filters:
  1. Show Me: All Accounts
  2. Transaction Completion Date: Current and Previous FY
65. Results: I can review the data of each report that is part of the Chicago Fund Development Dashboard.

Account Access

Records created by BTH USA users
1. Steps for Felicia:
  1. Navigate to the Accounts tab.
  2. Press the New button.
  3. Select the Donor radio button.
  4. Press Next.
  5. Fill in as many fields as desired, at minimum filling out the following:
    1. First Name
    2. Last Name
  6. Press Save.
2. Steps for Randy and Jeremy
  1. Use the global search bar to search for and select the Donor record that Felicia just created.
  2. Confirm that you can see and access the record.
3. Steps for Francesca, Peter, and Steve
  1. Use the global search bar to try to search for and select the Donor record that Felicia just created.
  2. Confirm that you cannot see and access the record.
4. Results: An account record created by a BTH USA user is visible/accessible by other BTH USA users but NOT by Chicago users.
Records created by BTH Chicago users
1. Steps for Francesca:
  1. Navigate to the Accounts tab.
  2. Press the New button.
  3. Select the Donor radio button.
  4. Press Next.
  5. Fill in as many fields as desired, at minimum filling out the following:
    1. First Name
    2. Last Name
  6. Press Save.
2. Steps for Randy, Felicia, and Jeremy
  1. Use the global search bar to search for and select the Donor record that Francesca just created.
  2. Confirm that you can see and access the record.
3. Steps for Peter and Steve
  1. Use the global search bar to search for and select the Donor record that Francesca just created.
  2. Confirm that you can see and access the record.
4. Results: An account record created by a BTH Chicago user is visible/accessible by both other BTH Chicago users and BTH USA users

Opportunity Access

Records created by BTH USA users
1. Steps for Felicia:
  1. Navigate to the Opportunities tab.
  2. Press the New button
  3. Select the Major Gift radio button
  4. Press Next.
  5. Fill in as many fields as desired, at minimum filling out the following:
    1. Account Name – search for and select and Donor record
    2. Opportunity Name
    3. Close Date
    4. Stage
  6. Press Save.
2. Steps for Randy and Jeremy
  1. Use the global search bar to search for and select the Opportunity record that Felicia just created.
  2. Confirm that you can see and access the record.
3. Steps for Francesca, Peter, and Steve
  1. Use the global search bar to try to search for and select the Opportunity record that Felicia just created.
  2. Confirm that you cannot see and access the record.
4. Results: An opportunity record created by a BTH USA user is visible/accessible by other BTH USA users but NOT by Chicago users.
Records created by BTH Chicago users
1. Steps for Francesca:
  1. Navigate to the Opportunities tab.
  2. Press the New button
  3. Select the Major Gift radio button
  4. Press Next.
  5. Fill in as many fields as desired, at minimum filling out the following:
    1. Account Name – search for and select and Donor record
    2. Opportunity Name
    3. Close Date
    4. Stage
  6. Press Save.
2. Steps for Randy, Felicia, and Jeremy
  1. Use the global search bar to search for and select the Opportunity record that Francesca just created.
  2. Confirm that you can see and access the record.
3. Steps for Peter and Steve
  1. Use the global search bar to search for and select the Opportunity record that Francesca just created.
  2. Confirm that you can see and access the record.
4. Results: An opportunity record created by a BTH Chicago user is visible/accessible by both other BTH Chicago users and BTH USA users

Gift Commitment Access

Records created by BTH USA users
1. Steps for Felicia:
  1. Navigate to the Gift Commitments tab.
  2. Press the New button
  3. Fill in as many fields as desired, at minimum filling in the following fields:
    1. Donor – search for and select any donor record
    2. Name
    3. Status
  4. Press Save.
2. Steps for Randy and Jeremy
  1. Use the global search bar to search for and select the Gift Commitment record that Felicia just created.
  2. Confirm that you can see and access the record.
3. Steps for Francesca, Peter, and Steve
  1. Use the global search bar to try to search for and select the Gift Commitment record that Felicia just created.
  2. Confirm that you cannot see and access the record.
4. Results: A gift commitment record created by a BTH USA user is visible/accessible by other BTH USA users but NOT by Chicago users.
Records created by BTH Chicago users
1. Steps for Francesca:
  1. Navigate to the Gift Commitments tab.
  2. Press the New button
  3. Fill in as many fields as desired, at minimum filling in the following fields:
    1. Donor – search for and select any donor record
    2. Name
    3. Status
  4. Press Save.
2. Steps for Randy, Felicia, and Jeremy
  1. Use the global search bar to search for and select the Gift Commitment record that Francesca just created.
  2. Confirm that you can see and access the record.
3. Steps for Peter and Steve
  1. Use the global search bar to search for and select the Commitment record that Francesca just created.
  2. Confirm that you can see and access the record.
4. Results: A gift commitment record created by a BTH Chicago user is visible/accessible by both other BTH Chicago users and BTH USA users

Gift Entry/Gift Transaction Access

Records created by BTH USA users
1. Steps for Felicia:
  1. Navigate to the Gift Entries tab.
  2. Press the New Gift Entry button.
  3. Fill in the the following fields:
    1. Gift Type – set to “Individual”
    2. Donor – search for and select any donor record.
    3. Gift Received Date – use today’s date
    4. Gift Amount
    5. Payment Method
  4. Press Save.
  5. Note the name of the Gift Entry record you just created
2. Steps for Randy and Jeremy
  1. Navigate to the Gift Entries tab,
  2. Click the drop-down arrow next to the list view name (most likely defaulted to “Recently Viewed”)
  3. Select the “All Gift Entries” list view.
  4. Find and select the Gift Entry record that Felicia just created.
  5. Confirm that you can see and access the record.
  6. Click on the hyperlink listed in the Gift Transaction field to navigate to the Gift Transaction record.
  7. Confirm that you can see and access the record.
3. Steps for Francesca, Peter, and Steve
  1. Navigate to the Gift Entries tab.
  2. Click the drop-down arrow next to the list view name (most likely defaulted to “Recently Viewed”)
  3. Select the “All Gift Entries” list view.
  4. Attempt to find and select the Gift Entry record that Felicia just created.
  5. Confirm that you cannot see/access the record.
  6. Navigate to the Gift Transactions tab.
  7. Click the drop-down arrow next to the list view name (most likely defaulted to “Recently Viewed”)
  8. Select the “All Gift Transactions” list view.
  9. Attempt to find and select the Gift Transaction record that Felicia just created.
  10. Confirm that you cannot see/access the record.
4. Results: A gift entry and gift transaction record created by a BTH USA user is visible/accessible by other BTH USA users but NOT by Chicago users.
Records created by BTH Chicago users
1. Steps for Francesca:
  1. Navigate to the Gift Entries tab.
  2. Press the New Gift Entry button.
  3. Fill in the the following fields:
    1. Gift Type – set to “Individual”
    2. Donor – search for and select any donor record.
    3. Gift Received Date – use today’s date
    4. Gift Amount
    5. Payment Method
  4. Press Save.
  5. Note the name of the Gift Entry record you just created
2. Steps for Randy, Felicia, and Jeremy
  1. Navigate to the Gift Entries tab,
  2. Click the drop-down arrow next to the list view name (most likely defaulted to “Recently Viewed”)
  3. Select the “All Gift Entries” list view.
  4. Find and select the Gift Entry record that Francesca just created.
  5. Confirm that you can see and access the record.
  6. Click on the hyperlink listed in the Gift Transaction field to navigate to the Gift Transaction record.
  7. Confirm that you can see and access the record.
3. Steps for Peter and Steve
  1. Navigate to the Gift Entries tab,
  2. Click the drop-down arrow next to the list view name (most likely defaulted to “Recently Viewed”)
  3. Select the “All Gift Entries” list view.
  4. Find and select the Gift Entry record that Francesca just created.
  5. Confirm that you can see and access the record.
  6. Click on the hyperlink listed in the Gift Transaction field to navigate to the Gift Transaction record.
  7. Confirm that you can see and access the record.
4. Results: A gift entry and gift transaction record created by a BTH Chicago user is visible/accessible by both other BTH Chicago users and BTH USA users

Gift Batch Access

Records created by BTH USA users
1. Steps for Felicia:
  1. Navigate to the Gift Batches tab.
  2. Press the New button.
  3. Fill in as many fields as desired.
  4. Press Save.
  5. Note the Name of the Gift Batch record you just created.
2. Steps for Randy and Jeremy
  1. Navigate to the Gift Batches tab,
  2. Click the drop-down arrow next to the list view name (most likely defaulted to “Recently Viewed”)
  3. Select the “All Gift Batches” list view.
  4. Find and select the Gift Batch record that Felicia just created.
  5. Confirm that you can see and access the record.
3. Steps for Francesca, Peter, and Steve
  1. Navigate to the Gift Batches tab.
  2. Click the drop-down arrow next to the list view name (most likely defaulted to “Recently Viewed”)
  3. Select the “All Gift Batches” list view.
  4. Attempt to find and select the Gift Batches record that Felicia just created.
  5. Confirm that you cannot see/access the record.
4. Results: A gift batch record created by a BTH USA user is visible/accessible by other BTH USA users but NOT by Chicago users.
Records created by BTH Chicago users
1. Steps for Francesca:
  1. Navigate to the Gift Batches tab.
  2. Press the New button.
  3. Fill in as many fields as desired.
  4. Press Save.
  5. Note the Name of the Gift Batch record you just created.
2. Steps for Randy, Felicia, and Jeremy
  1. Navigate to the Gift Batches tab,
  2. Click the drop-down arrow next to the list view name (most likely defaulted to “Recently Viewed”)
  3. Select the “All Gift Batches” list view.
  4. Find and select the Gift Batch record that Francesca just created.
  5. Confirm that you can see and access the record.
3. Steps for Peter and Steve
  1. Navigate to the Gift Batches tab,
  2. Click the drop-down arrow next to the list view name (most likely defaulted to “Recently Viewed”)
  3. Select the “All Gift Batches” list view.
  4. Find and select the Gift Batch record that Francesca just created.
  5. Confirm that you can see and access the record.
4. Results: A gift batch record created by a BTH Chicago user is visible/accessible by both other BTH Chicago users and BTH USA users

Campaign Access

Records created by BTH USA users
1. Steps for Felicia:
  1. Navigate to the Campaigns tab.
  2. Press the New button
  3. Fill in as many fields as desired, at minimum filling in the following fields:
    1. Campaign Name
    2. Active – check the box
    3. Status
    4. Type
  4. Press Save
2. Steps for Randy and Jeremy
  1. Use the global search bar to search for and select the Campaign record that Felicia just created.
  2. Confirm that you can see and access the record.
3. Steps for Francesca, Peter, and Steve
  1. Use the global search bar to try to search for and select the Campaign record that Felicia just created.
  2. Confirm that you cannot see and access the record.
4. Results: A campaign record created by a BTH USA user is visible/accessible by other BTH USA users but NOT by Chicago users.
Records created by BTH Chicago users
1. Steps for Francesca:
  1. Navigate to the Campaigns tab.
  2. Press the New button
  3. Fill in as many fields as desired, at minimum filling in the following fields:
    1. Campaign Name
    2. Active – check the box
    3. Status
    4. Type
  4. Press Save
2. Steps for Randy, Felicia, and Jeremy
  1. Use the global search bar to search for and select the Campaign record that Francesca just created.
  2. Confirm that you can see and access the record.
3. Steps for Peter and Steve
  1. Use the global search bar to search for and select the Campaign record that Francesca just created.
  2. Confirm that you can see and access the record.
4. Results: A campaign record created by a BTH Chicago user is visible/accessible by both other BTH Chicago users and BTH USA users

Gift Designation Access

Records created by BTH USA users
1. Steps for Felicia:
  1. Click on the 9-dot icon (App Launcher) in the upper left corner
  2. Search for and select Gift Designations
  3. Press the New button.
  4. Fill in as many fields as desired, at minimum, filling in the following:
    1. Name
    2. Active – check the box
  5. Press Save
2. Steps for Randy and Jeremy
  1. Click on the 9-dot icon (App Launcher) in the upper left corner
  2. Search for and select Gift Designations
  3. Click the drop-down arrow next to the list view name (most likely defaulted to “Recently Viewed”)
  4. Select the “All Gift Designations” list view.
  5. Find and select the Gift Designation record that Felicia just created
  6. Confirm that you can see/access the record.
3. Steps for Francesca, Peter, and Steve
  1. Click on the 9-dot icon (App Launcher) in the upper left corner
  2. Search for and select Gift Designations
  3. Click the drop-down arrow next to the list view name (most likely defaulted to “Recently Viewed”)
  4. Select the “All Gift Designations” list view.
  5. Attempt to find and select the Gift Designation record that Felicia just created
  6. Confirm that you cannot see/access the record.
4. Results: A gift designation record created by a BTH USA user is visible/accessible by other BTH USA users but NOT by Chicago users.
Records created by BTH Chicago users
1. Steps for Francesca:
  1. Click on the 9-dot icon (App Launcher) in the upper left corner
  2. Search for and select Gift Designations
  3. Press the New button.
  4. Fill in as many fields as desired, at minimum, filling in the following:
    1. Name
    2. Active – check the box
  5. Press Save
2. Steps for Randy, Felicia, and Jeremy
  1. Click on the 9-dot icon (App Launcher) in the upper left corner
  2. Search for and select Gift Designations
  3. Click the drop-down arrow next to the list view name (most likely defaulted to “Recently Viewed”)
  4. Select the “All Gift Designations” list view.
  5. Find and select the Gift Designation record that Francesca just created
  6. Confirm that you can see/access the record.
3. Steps for Peter and Steve
  1. Click on the 9-dot icon (App Launcher) in the upper left corner
  2. Search for and select Gift Designations
  3. Click the drop-down arrow next to the list view name (most likely defaulted to “Recently Viewed”)
  4. Select the “All Gift Designations” list view.
  5. Find and select the Gift Designation record that Francesca just created
  6. Confirm that you can see/access the record.
4. Results: A gift designation record created by a BTH Chicago user is visible/accessible by both other BTH Chicago users and BTH USA users

Gift Tribute Access

Records created by BTH USA users
1. Steps for Felicia:
  1. Navigate to the Gift Transactions tab.
  2. Find and select a Gift Transaction record.
  3. Press the New button in the Gift Tributes related list.
  4. Fill in as many fields as desired, at minimum filling in the following fields:
    1. Type
    2. Honoree Name
  5. Press Save.
  6. Note the Name of the Gift Tribute record you just created.
2. Steps for Randy and Jeremy
  1. Click on the 9-dot icon (App Launcher) in the upper left corner
  2. Search for and select Gift Tributes
  3. Click the drop-down arrow next to the list view name (most likely defaulted to “Recently Viewed”)
  4. Select the “All Gift Tributes” list view.
  5. Find and select the Gift Tribute record that Felicia just created
  6. Confirm that you can see/access the record.
3. Steps for Francesca, Peter, and Steve
  1. Click on the 9-dot icon (App Launcher) in the upper left corner
  2. Search for and select Gift Tributes
  3. Click the drop-down arrow next to the list view name (most likely defaulted to “Recently Viewed”)
  4. Select the “All Gift Tributes” list view.
  5. Attempt to find and select the Gift Tribute record that Felicia just created
  6. Confirm that you cannot see/access the record.
4. Results: A gift tribute record created by a BTH USA user is visible/accessible by other BTH USA users but NOT by Chicago users.
Records created by BTH Chicago users
1. Steps for Francesca:
  1. Navigate to the Gift Transactions tab.
  2. Find and select a Gift Transaction record.
  3. Press the New button in the Gift Tributes related list.
  4. Fill in as many fields as desired, at minimum filling in the following fields:
    1. Type
    2. Honoree Name
  5. Press Save.
  6. Note the Name of the Gift Tribute record you just created.
2. Steps for Randy, Felicia, and Jeremy
  1. Click on the 9-dot icon (App Launcher) in the upper left corner
  2. Search for and select Gift Tributes
  3. Click the drop-down arrow next to the list view name (most likely defaulted to “Recently Viewed”)
  4. Select the “All Gift Tributes” list view.
  5. Find and select the Gift Tributes record that Francesca just created
  6. Confirm that you can see/access the record.
3. Steps for Peter and Steve
  1. Click on the 9-dot icon (App Launcher) in the upper left corner
  2. Search for and select Gift Tributes
  3. Click the drop-down arrow next to the list view name (most likely defaulted to “Recently Viewed”)
  4. Select the “All Gift Tributes” list view.
  5. Find and select the Gift Tributes record that Francesca just created
  6. Confirm that you can see/access the record.
4. Results: A gift tribute record created by a BTH Chicago user is visible/accessible by both other BTH Chicago users and BTH USA users

Create a Business Account
1. Navigate to the Accounts tab.
2. Press the New button.
3. Select the Business Account radio button.
4. Press Next.
5. Fill in the following fields:
  1. Account Name
  2. Phone
  3. Billing Address
  4. Shipping Address
6. Press Save. You will be brought to your newly created Business Account record.
7. Click on the Business Contact Information tab.
8. Scroll down to the related lists and confirm that there is a record in the Contact Point Phone related list with the phone number you entered in the Phone field and the Is Primary box checked as well as two records in the Contact Point Address related list, one for the Billing Address and one for the Shipping Address, both with Is Primary checked.
9. Results: When a new Business Account record is created and the Phone, Billing Address, and/or Shipping Address fields are populated, the subsequent Contact Point Phone and Contact Point Address records are also created with Is Primary checked.
Contact Point Address Sync
1. New Address – billing and shipping
  1. Staying on the same Business Account record, click the pencil icon next to the Billing Address field.
  2. Enter a new address in both the Billing Address and Shipping Address fields.
  3. Click Save
  4. Make sure you are still on the Business Contact Information tab
  5. Review records in the Contact Point Address related list – confirm that a new record for both Billing and Shipping were created and that the Is Primary checkbox is checked. Make sure the previous records have Is Primary now unchecked.
  6. Results: A new CPA record is created and the Is Primary checkbox is checked upon changing the value in the Billing Address and Shipping fields on the Business Account record; the Is Primary checkbox on the CPA records created prior is now unchecked
2. New Address from CPA related list
  1. Staying on the same Business Account record, make sure you are still on the Contact Information tab
  2. Click the New button in the Contact Point Address related list
  3. Fill in the following fields:
    1. Name – set this to the Street of your address
    2. Address Type – select Billing or Shipping
    3. Address
      1. Is Primary – check the box
  4. Click Save.
  5. Confirm that the previously created Contact Point Address record with the same Address Type no longer has Is Primary checked.
  6. Confirm that either the Billing or Shipping Address field has been updated to what you entered when creating the Contact Point Address record (what you selected for Address Type will determine which address field is updated).
  7. Result: The Billing or Shipping Address field on the Business record is updated upon creating a Contact Point Address record. Note: you may need to refresh your browser window in order to see this change reflected
Contact Point Email
1. NOTE: Salesforce does not have an Email field directly on Business Accounts out of the box, due to emails typically being tracked on the person level instead of the company level. However, we do have the ability to create Contact Point Email records should a Business Account have an email address associated with it.
2. Create a Contact Point Email record
  1. Stay on the same Business Account record you were working with in the test above.
  2. Make sure you are on the Business Contact Information tab.
  3. Press the New button in the Contact Point Email related list.
  4. Fill in the following fields:
    1. Email Address
    2. Is Primary – check the box
  5. Press Save.
  6. Results: I am able to create a Contact Point Email record associated with a Business Account.
3. Create a second Contact Point Email record.
  1. Stay on the same Business Account record you were working with in the test above.
  2. Make sure you are on the Business Contact Information tab.
  3. Press the New button in the Contact Point Email related list.
  4. Fill in the following fields:
    1. Email Address
    2. Is Primary – check the box
  5. Press Save.
  6. Confirm that the previously created Contact Point Email record no longer has Is Primary checked.
  7. Results: When I create a new Primary Contact Point Email record, the previous primary Contact Point Email record is updated to no longer be marked as primary.
Contact Point Phone Sync
1. New Phone
  1. Staying on the same Business Account record, click the pencil icon next to the Phone field.
  2. Enter a value in the Phone field.
  3. Click Save
  4. Make sure you are still on the Business Contact Information tab
  5. Review records in the Contact Point Phone related list – confirm that a new record was created and that the Is Primary checkbox is checked. Make sure the previous record has Is Primary now unchecked.
  6. Results: A new Contact Point Phone record is created and the Is Primary checkbox is checked upon changing the value in the Phone fields on the Business Account record; the Is Primary checkbox on the Contact Point Phone record created prior is now unchecked
2. New Phone from Contact Point Phone related list
  1. Staying on the same Business Account record, make sure you are still on the Contact Information tab
  2. Click the New button in the Contact Point Phone related list
  3. Fill in the following fields:
    1. Telephone Number
    2. Is Primary – check the box
  4. Click Save.
  5. Confirm that the previously created Contact Point Phone record no longer has Is Primary checked.
  6. Confirm that the Phone field has been updated to what you entered when creating the Contact Point Phone record
  7. Result: The Phone field on the Business record is updated upon creating a Contact Point Phone record. Note: you may need to refresh your browser window in order to see this change reflected

Check for Campaign History related list
1. Navigate to the Accounts tab.
2. Find and select an Account record (example: Kermit Frog)
3. Click on the Related tab.
4. Confirm that you see a related list called Campaign History.
5. Results: There is a place to see a list of all Campaigns that a Donor is part of from the Donor record.

Account list view with BTH Id
1. Navigate to the Accounts tab.
2. Click the drop-down arrow next to the list view name (will most commonly default to “Recently Viewed”).
3. Change the list view to “Donor Accounts”.
4. Click the gear icon on the right side of the page.
5. Select Clone.
6. Press Save.
7. Click the gear icon again.
8. Press Select Fields to Display.
9. On the Available Fields section, search for and select BTH ID.
10. Click the arrow to move that field over to the Visible Fields section.
11. Scroll down in the Visible Fields section and select BTH ID.
12. Click the up arrow to move it until it’s right below Account Name.
13. Press Save.
14. Click the BTH ID column header to sort the records in ascending order.
15. Confirm that each record on the list has a value for BTH ID.
16. Results: I can create a new Account list view, add the BTH ID field to that list view, and sort by that field.
Creating a new Donor record
1. Staying on the Accounts tab, press the New button.
2. Select the Donor radio button.
3. Press Next.
4. At minimum, fill in the following fields:
  1. First Name
  2. Last Name
  3. Affiliate – select “Chicago”
  4. NOTE: if you fill in the Email field, please use an email that you have access to. To make it unique, you can append “+[word]” prior to the @ symbol. E.g. My email is sara.rubeck@coastalcloud.us, but I can do sara.rubeck+flower@coastalcloud.us to give a test donor record a unique email.
5. Press Save. You will be brought to the new Donor record.
6. Confirm that the BTH ID field has been auto-populated with a number that has the prefix “CHI-“.
7. Result: Every time a Donor record is created, a unique BTH ID is populated on the record.

Create Test Campaign
1. Navigate to the Campaigns tab.
2. Click the New button.
3. Fill in the following fields:
  1. Name
  2. Set Active to “True” (check the box).
  3. Set Status to “In Progress.”
  4. Set Type to “Special Event.”
4. Click Save.
Create Recurring Gift Commitment
1. Go to the Gift Commitments tab.
2. Click New.
3. Search for and select your Donor 1.
4. Give the Gift Commitment a Name (e.g., “Test Recurring Gift”).
5. Set the Campaign to the test campaign you just created.
6. Ensure Schedule Type is set to “Recurring.”
7. Click Save.
8. Click the Manage Gift Commitment Schedules button.
9. Set Start Date to today’s date.
10. Set Gift Transaction Period to “Daily.”
11. Set Gift Transaction Amount to your desired value (e.g., $10).
12. Leave Gift Transaction Interval as “1.”
13. Leave Gift Transaction Day as “1.”
14. Verify your Campaign is pre-populated.
15. Set Payment Method to “Cash.”
16. Click Confirm and Save.
17. Go to the Related tab on the Gift Commitment record.
18. In the Gift Transactions related list, click into the transaction that was automatically created.
19. Mark the Status as “Paid.”
20. Mark the Transaction Completed Date as today’s date
21. Click Save.
Create One-Time Gift Commitment
1. Go to the Gift Commitments tab again.
2. Click New.
3. Search for and select your Donor 2 (a different donor than used in Part 2).
4. Give this Gift Commitment a Name (e.g., “Test One-Time Gift”).
5. Set the Campaign to the same test campaign you created.
6. Ensure Schedule Type is set to “Custom.”
7. Click Save.
8. Click the Manage Gift Commitment Schedules button.
9. Click Add a Gift Commitment Schedule.
10. Set Start Date to today’s date.
11. Set End Date to today’s date.
12. Enter a Transaction Amount for the one-time gift (e.g., $50).
13. Be sure to set your Campaign.
14. Set Payment Method to “Cash.”
15. Click Confirm and Save.
16. Go to the Related tab on the Gift Commitment record.
17. Click into the Gift Transaction that was just created.
18. Set the Status to “Paid.”
19. Set the Transaction Completed Date to today’s date.
20. Click Save.
Verify Campaign Rollups (Next Day)
1. Note: Campaign rollups run overnight. You will need to wait until the next day to perform these verification steps.
2. Navigate to the Campaigns tab.
3. Click into the test campaign you created yesterday.
4. On the right-hand side, locate the Donor Giving Summary section.
5. Verify the following results:
  1. Total Donor Count: Expected result is 2.
  2. Average Gift Amount: Expected result is the average of your recurring gift transaction amount and your one-time gift transaction amount (e.g., ($10 + $50) / 2 = $30).
  3. Total Gift Count: Expected result is 2.
6. Locate the One-Time Giving Summary section.
7. Verify the following results:
  1. One-Time Gift Count: Expected result is 1.
  2. Average One-Time Gift: Expected result is the amount you entered for the single donation (e.g., $50).
  3. Total One-Time Giving Amount: Expected result is the amount you listed for the single donation (e.g., $50).
8. Locate the Recurring Gift Summary section.
9. Verify the following results:
  1. Recurring Donor Count: Expected result is 1.
  2. Average Recurring Gift: Expected result is the amount you set your recurring gift value to (e.g., $10).
  3. Total Recurring Gift Amount: Expected result is the amount you set your recurring gift value to (e.g., $10).
10. Optional Verification (for daily recurring gifts): Since your recurring gift was set to daily, a new transaction will be created overnight. You can come back on subsequent days, go to the recurring Gift Commitment record, and mark the new transaction created overnight as “Paid” to observe continued rollups.

Fund Development user accessing Donor record type
1. Navigate to the Accounts tab.
2. Click the New button.
3. Select the Student/Caregiver radio button.
4. Press Next.
5. Confirm that you can enter information into each of the following fields:
  1. Salutation
  2. First Name
  3. Middle Name
  4. Last Name
  5. Suffix
  6. Nickname
  7. Phone
  8. Site
  9. Affiliate
  10. Type
  11. Email
  12. Mailing Address
  13. Birthdate
  14. Gender Identity
  15. Race/Ethnicity
  16. Preferred Language
  17. Current Program
  18. Current Grade
  19. Enrollment Status
  20. School
  21. Original Enrollment Date
  22. Disenrollment Date
  23. Consecutive Years
  24. Current Cohort
  25. Current Application
  26. Religious Opt-In
  27. School/District Id
  28. Disenrollment Reason
  29. Disenrollment Date 2
  30. Home Method
  31. Insurance
  32. IEP?
  33. Allergies?
  34. Allergies(List)
6. Press Save.
7. Verify that a new Student/Caregiver record has been created.
8. Click the pencil icon next to any of the fields.
9. Verify that you can edit any of the information within the existing record.
10. Press Save.
11. Results: I can create a Student/Caregiver record to represent a student or caregiver, save the record, view its information, and edit the information.

If you have not created a Caregiver record yet:
1. Navigate to the Accounts tab.
2. Press the New button.
3. Select the Student/Caregiver radio button.
4. Press Next.
5. Fill in the following fields:
  1. First Name
  2. Last Name
  3. Site
  4. Affiliate – set to “Chicago”
  5. Type – change to “Caregiver”
6. Press Save.
Add a Designated Contact from a Student Record
1. Navigate to the Accounts tab.
2. Find and select a Student record that you’ve previously created where you’ve already populated the Current Program and Current Cohort fields.
  1. If the Current Program and Current Cohort fields are not filled in, click on the Program Details tab.
  2. View the Program Enrollment record where the status is either “Applied” or “In Progress”.
  3. Click on the hyperlink for that record under the Program column.
  4. Either create a new Program Cohort record, or select a Program Cohort record from the Program Cohort related list.
  5. Press the New button in the Program Cohort Members related list.
  6. Find the Program Enrollment for the Student record in the Program Enrollment field.
  7. Press Save.
  8. Click on the hyperlink in the Program Enrollee column in the Program Cohort Members related list to return back to the Student record.
  9. Press the pencil icon next to the Current Program field.
  10. Find and select the Program you were just working with for the Current Program field and the Program Cohort you were just working with for the Current Cohort field.
  11. Press the Save button.
3. Click the Create New Relationship button.
4. Select the Person radio button.
5. Press Next.
6. Set the appropriate value for the Role field.
7. Search for the appropriate Caregiver record for your Student in the Related Person field.
8. Check the Do you need to designate an emergency or pickup contact? checkbox
9. Select “The Person selected in the Related Person field above” in the Which person above is the emergency/pickup contact? dropdown.
10. Check off Emergency Contact, Pick Up Contact or both.
11. Click Finish.
12. Note the Designated Contacts related list on the right side of the page displays the Caregiver’s information and designations.
13. Result: A relationship is established between the student and caregiver and indicates the caregiver is a designated contact. This can be done from the Student record.
Add a Designated Contact from a Caregiver Record
1. From the Student record, click on the name of the Caregiver in the Designated Contacts related list to navigate to the Caregiver’s record.
2. Click the Create New Relationship button.
3. Select the Person radio button.
4. Press Next.
5. Set the appropriate value for the Role field.
6. Search for a second Student record that you’ve previously created (and populated the Current Program and Current Cohort fields) for your Caregiver in the Related Person field.
7. Check the Do you need to designate an emergency or pickup contact? checkbox.
8. Select “The Person selected in the Person field above” in the Which person above is the emergency/pickup contact? dropdown.
9. Check off Emergency Contact, Pick Up Contact or both.
10. Click Finish.
11. Click on the Relationships tab.
12. Press the refresh button in the Actionable Relationship Center (ARC).
13. Confirm that you see the Relationship you just created with the Student.
14. Click on the Student’s name to navigate to their record.
15. Confirm that you see the Caregiver listed in the Designated Contacts related list on the right side of the page.
16. Result: A relationship is established between the student and caregiver and indicates the caregiver is a designated contact when viewing the student’s record. This can be done from the Caregiver’s record.
Generate a list of Designated Contacts
1. Click on the Individual Details tab on the Student record.
2. Click on the hyperlink in the Current Program field to navigate to a Program record.
3. Press the drop-down arrow button in the upper right corner of the screen.
4. Select the Designated Contacts Report button.
5. Confirm that you are brought to a report that shows the Students in that Program with their related contacts listed.
6. Result: A report window will open and automatically filter to the correct program. Students will be listed by Cohort, designated contact information will be displayed for each student.

Confirm Sites and Site Directors
1. Using the global search bar, confirm that you can search for and view the following Site records:
  1. CHI – Austin
  2. CHI – Cabrini-Green
  3. CHI – Englewood
  4. CHI – Moving Everest
  5. CHI – North Austin
2. Using the global search bar, confirm that you can search for and view the following Site Director records. Also note the Type and Site fields on their records.
  1. Bernadette Harris
    1. Site = CHI – Austin
    2. Type = BTH Staff
  2. Joshua Wheeler
    1. Site = CHI – Cabrini-Green
    2. Type = BTH Staff
  3. Bethany Watson
    1. Site = CHI – Englewood
    2. Type = BTH Staff
  4. Jeffrey Jamison
    1. Site = CHI – Moving Everest
    2. Type = BTH Staff
  5. Yasenia Roman
    1. Site = CHI – North Austin
    2. Type = BTH Staff
3. Results: I can search for and view both By the Hand site records as well as site director records.
Create a Program record
1. Navigate to the Program tab.
2. Click the drop-down arrow next to the list view name (most likely defaulted to “Recently Viewed”).
3. Change the list view to “All Programs” and review and Program records already created.
4. Click New to create a new Program.
5. Complete the following fields:
  1. Name = [Site] [School Year] (example: CHI – Englewood 2025-2026)
  2. Status = Planned
  3. Site Director = See above list
  4. Affiliate = search for and select “BTH – Chicago”
  5. School Year
  6. Program Capacity = Enter a realistic value
  7. Start Date = First Day of School Year
  8. End Date = Last Day of School Year
6. Save the record.
7. Verify that the record contains all of the field values that you populated.
8. Results: I can create a new record for an individual club/program.
Edit a Program
1. While on the record that you just created, click the Edit button at the top right of the screen.
2. Add text in the following fields:
  1. Summary = Any text
  2. Additional Context = Any text
3. Save the record.
4. Verify that the record contains all of the field values that you populated.
5. Results: I can edit existing club/program records within my affiliate
Add a Student to a Program
1. While on the record that you just created, click the Add Participant button at the top right of your screen.
2. In the List views search box, select Student Accounts list.
3. Select one or more Students by check checking the box next to their name(s).
4. Press Save.
5. Confirm that the Student(s) selected are now listed in the Program Enrollments related list.
6. Results: I can add students to a program record.
List the Program on the Student’s record
1. Click on the hyperlink for one of the Student’s in the Program Enrollments related list.
2. Click on the hyperlink in the Account field to navigate to the Student record.
3. Press the pencil icon next to the Current Program field.
4. Search for and select the Program you just created.
5. Press Save.
6. Results: I can update a student’s record to indicate the current Program they are in.

Create a Program Cohort record
1. Click on the Programs tab.
2. Find and select a Program that you’ve previously created.
3. Within the Program Cohort related list, click New to create a new Program Cohort
4. Complete the following fields:
  1. Name =[Program Name] “Grades:” [Grade-Grade] (example: Englewood 25-26 Grades: 1-2) <<– note: abbreviate year reference
  2. Status = Planned
  3. Start Date = First Day of School Year
  4. End Date = Last Day of School Year
5. Save the record.
6. Click on the hyperlink of the record now listed in the Program Cohorts related list to open the newly created Program Cohort record.
7. Verify that the record contains all of the field values that you populated.
8. Results: I can create a new record for a program cohort.
Edit a Program Cohort
1. While on the record that you just created, click the Edit button at the top right of the screen.
2. Add text in the following fields:
  1. Description = Any text
3. Save the record.
4. Verify that the record contains all of the field values that you populated.
5. Results: I can edit existing program cohort records within my affiliate.
Add a Student to a Program Cohort
1. While on the record that you just created, click the New button on the Program Cohort Member related list.
2. In the Program Enrollment search box, search and select the correct Program Enrollment for the student.
3. Press Save.
4. Refresh the page.
5. Confirm that the Student selected is now listed in the Program Cohort Member related list.
6. Results: I can add students to a program cohort record.
Adding the Current Program Cohort to the Student’s record
1. While on the Program Cohort record, click on the hyperlink under Program Enrollee in the Program Cohort Members related list to navigate to the Student record.
2. Click the pencil icon next to the Current Cohort field.
3. Search for and select the Program Cohort you just created.
4. Press Save.
5. Results: I can update a Student’s record to indicate the Program Cohort they are currently part of.

Review Benefit Types
1. Click on the 9-dot icon (App Launcher) in the upper left corner of the page.
2. Search for and select Benefit Types.
3. Click the drop-down arrow next to the list view name (most commonly defaults to “Recently Viewed.”
4. Select the “All Benefit Types” list view.
5. Review the Benefit Type records that exist:
  1. BTH – Chicago Club
  2. BTH – Chicago Health Services
  3. BTH – Chicago Homework
  4. BTH – Chicago Specialist Care
6. Results: I can classify or group the Benefits that we provide
Review Unit of Measure
1. Click on the 9-dot icon (App Launcher) in the upper left corner of the page.
2. Search for and select Units of Measure.
3. Click the drop-down arrow next to the list view name (most commonly defaults to “Recently Viewed.”
4. Select the “All Units of Measure” list view.
5. Review the Units of Measure records that exist.
6. Results: I can classify or group the way we measure time / services
Create Benefit record
1. Click on the Program tab.
2. Find and select the Program that you created in a previous test.
3. Within the Benefits related list, click New to create a new Benefit
4. Complete the following fields:
  1. Name = “CHI – [Site] Daily Club [School Year]” (ex: CHI – Englewood Daily Club 2025-2026)
  2. Benefit Type = search for and select “BTH – Chicago Club”
  3. Program = Will automatically populate
  4. Unit of Measure = Session
  5. Active = True (Checked)
  6. Benefit Status = Active
5. Save the record.
6. Click on the hyperlink under Benefit Name in the Benefits related list to open the record.
7. Verify that the record contains all of the field values that you populated when creating the record.
8. Results: I can create a new record for a benefit.
Edit a Benefit
1. While on the record that you just created, click the Edit button at the top right of the screen.
2. Add dates in the following fields:
  1. Start Date = First Day of School Year
  2. End Date = Last Day of School Year
3. Save the record.
4. Verify that the record contains all of the field values that you populated.
5. Results: I can edit existing benefit records within my affiliate.
Creating a Benefit Schedule
1. Stay on the Benefit record you just created.
2. Click the New Benefit Schedule button in the upper right of the page.
3. Fill in the following fields:
  1. Name – [Benefit Name] “Schedule” (example: Englewood Daily Club Schedule)
  2. Benefit Quantity – set to 1
  3. First Session Date – set this to the first day of the school year
  4. Session Start Time
  5. Session End Time
  6. Session Recurrence Frequency – set this to “Weekly”
  7. Check the boxes next to each day of the week that this benefit occurs on.
  8. Benefit Schedule Ends – select “On”
  9. Last Session Date – set this to the last day of the school year
4. Press Next.
5. Review the first 5 Benefit Sessions in the list.
6. Press Save.
7. Refresh the page.
8. Click on the hyperlink under the Name column in the Benefit Schedules related list.
9. Confirm that you not only see the details you entered on the page, but you also see records listed in the Benefit Sessions related list.
  1. The records in the Benefit Sessions related list should be auto-named in the format of [Date]: [Benefit Schedule Name]. The Start Dates should all be at a the frequency and Time that you selected when creating the schedule.
10. Results: I can create a schedule for a benefit that then automatically creates all of the sessions that are part of that schedule.

Test how flow prevents you from creating a duplicate:
1. Navigate to the Program tab.
2. Locate and click the “Create New Program Package” button.
3. In the program creation form/dialog, enter the following information:
  1. Affiliate = BTH – Chicago
  2. Site = CHI – Cabrini Green
  3. School Year = Select a School Year that already exists(e.g., “2023-2024”) as the program’s school year.
  4. Complete any other mandatory fields as prompted by the system
4. Click the Next button to initiate the automation.
5. Expected Results: A screen message is displayed the existing record and prevents you from creating a new Program duplicate record.
Test how flow creates a new program and related records:
1. Navigate to the Program tab.
2. Locate and click the “Create New Program Package” button.
3. In the program creation form/dialog, enter the following information:
  1. Affiliate = BTH – Chicago
  2. Site = CHI – Cabrini Green
  3. School Year = Select a School Year that does not exist (e.g., “2023-2024”)
4. Complete any other mandatory fields as prompted by the system
5. Click the Next button to initiate the automation.
6. Expected Results: A screen message is displayed with a success message and a link to the new Program and its related records.
Review the Program and Benefits created
1. From the screen that popped up during the creation, click on the link to the record created. This will bring you to the newly created Program record.
2. Verify that the data you entered during creation matches what’s now on the record.
3. Verify the Start Date and Ends Dates:
  1. Program Start Date: Is August 1st of the selected school year (e.g., August 1, 2023).
  2. Program End Date: Is July 31st of the subsequent year to the selected school year (e.g., July 31, 2024).
4. In the Benefits related list, click on the View All hyperlink at the bottom of the list.
5. Verify that there are 8 records that were created, each with the following naming convention and Benefit Type:
  1. [Site] Daily Club (Benefit Type: BTH – Chicago Club)
  2. [Site] Homework (Benefit Type: BTH – Chicago Homework)
  3. [Site] Dental Care (Benefit Type: BTH – Chicago Health Services)
  4. [Site] Mental health (Benefit Type: BTH – Chicago Health Services)
  5. [Site] Vision Care (Benefit Type: BTH – Chicago Health Services)
  6. [Site] Academic Specialist (Benefit Type: BTH – Specialist Care)
  7. [Site] Reading Specialist (Benefit Type: BTH – Specialist Care)
  8. [Site] Spiritual Development (Benefit Type: BTH – Specialist Care)
6. Expected Results: The automated process creates a Program and automatically set the Start Date and End Date. It also automatically creates 8 Benefits assigned to the relevant Benefit Type and related to the Program.

Take Attendance for a Daily Club Benefit Session
1. Click on the Programs tab.
2. Find and select the Program record that you’ve created in a previous test.
3. Click on the Benefit record in the Benefits related list that has “Daily Club” in the name.
4. Click on the record listed in the Benefit Schedules related list to open that record.
5. Select a Benefit Session record within the Benefit Session related list (normally, you would select whichever day you are taking attendance for).
6. In the Attendance section of the page, make sure that you have Students listed under the Recipient column.
  1. If you do NOT have any students listed under the Recipient column, press the back button in your browser to return back to the Benefit Schedule record and perform the following:
    1. Press the Add Participants button in the upper corner of the Benefit Schedule record page.
    2. Select any number of Students.
    3. Press Save.
    4. Select the Benefit Session record you chose earlier.
    5. Confirm that you can now see Students listed in the Attendance section of the page. (You may need to wait a few minutes and then refresh the page).
7. Click the checkbox next to any number of Students in the Attendance section that you want to mark as “Present.”
8. Click the drop-down in the Disbursement Status column for one of the Students that you selected.
9. Change the value to “Present.” If you selected more than one Student, then check the box next to the Update x selected items.
10. Press Apply.
11. Uncheck the boxes next to the Students you have currently selected.
12. Click the checkbox next to any other Students in the Attendance section that you haven’t updated.
13. Click the drop-down in the Disbursement Status column for one of the Students that you selected.
14. Change the value to either “Absent,” “School Vacation,” or “Other Enrichment.” If you selected more than one Student, then check the box next to the Update x selected items.
15. Press Apply.
16. Press Save (you may need to scroll down to see this button).
17. Refresh the page.
18. Confirm that any Students you marked as “Present” have a 1 in the Disbursed Quantity column, and the Students that you marked as either “Absent,” “School Vacation,” or “Other Enrichment” have a 0.
19. Result: I can take the attendance of students during a Daily Club session.

Add a single Benefit Disbursement from the Person Account
1. Navigate to the Accounts tab.
2. Select one of the Student records that you’ve previously created.
3. Click on the Program Details tab.
4. Verify that the Student has already been enrolled in a Program by looking to see if they have a record listed in the Program Enrollment related list.
  1. If they are not enrolled in a Program, perform the following steps:
    1. Click on the Programs tab.
    2. Find and select a Program record.
    3. Press the Add Participants button.
    4. Use the search bar to search for and select your Student record.
    5. Press Save.
    6. Click on the Accounts tab.
    7. Find and select your Student record again.
5. From the Related tab, click on the hyperlink in the Program column in the Program Enrollments related list to open the Program record that the student is enrolled in.
6. In the Benefits related list, confirm that there is a record with “Reading Specialist” in the name.
  1. If there is not, perform the following steps:
    1. Press the New button in the Benefits related list.
    2. Fill in the following fields:
      1. Benefit Name – use the format “CHI – [Site] Reading Specialist [School Year]”
      2. Active – check the box
      3. Benefit Type – search for and select “BTH – Chicago Specialist Care”
      4. Unit of Measure – search for and select “Session”
      5. Benefit Status – leave as “Active”
      6. Start Date – set to first day of school year
      7. End Date – set to the last day of the school year.
    3. Press Save
    4. Click on the Accounts tab.
    5. Find and select your Student record again.
7. Click the Log Benefit Disbursement button at the top right corner of screen of the Student’s record.
8. A new screen will appear with the Student pre-populated in the Participant field.
9. In the Benefit field, type in “Reading” and select the correct Reading Specialist Benefit.
10. Add the Disbursement Date/Time – set this to today’s date, any time you desire.
11. Add Disbursement Quantity of “1”.
12. Click Next (this will save the record).
13. The screen will display the Id of the new record created and allow you to create another Benefit Disbursement for the same Participant if you choose.
14. Press the Next button again.
15. Refresh the page.
16. Make sure you are on the Program Details tab.
17. Click on the “View All” hyperlink in the Benefit Disbursements related list.
18. Click on the Actual Completion Date column until the records are sorted with the most recent date first.
19. Find the Benefit Disbursement record in the list with the Actual Completion Date set to today’s date and the time you selected when logging the disbursement.
20. Click on the Benefit Disbursement Name (hyperlink) to navigate to the Benefit Disbursement record.
21. Verify that following:
  1. Recipient Type = Program Enrollment
  2. Benefit Category = Internal Specialists
  3. Recipient = Student you selected
  4. Disbursed Quantity = 1
22. Click on the Benefit Assignment (hyperlink) to navigate to the Benefit Assignment record.
23. Verify the Benefit is the correct one that you selected.
24. Results: I can create a single Disbursement from a Student record.

Create a Homework Benefit for a Site’s Program
1. Click on the Programs tab.
2. Find and select the Program record that you’ve created in a previous test.
3. Press the New button in the Benefits related list.
4. Fill in the following information:
  1. Benefit Name – set this to “CHI – [Site] Homework [School Year]”
  2. Benefit Type – search for and select “BTH – Chicago Homework”
  3. Unit of Measure – search for and select “Session”
  4. Active – check the box
  5. Benefit Status – leave it as “Active”
5. Press Save.
6. Results: I can create a Homework Benefit for a site.
Mark a student as attending a daily club session and bringing their homework
1. Click on the Benefit record that has “daily club” in the name to open it.
2. Click on the record in the Benefit Schedule related list.
3. Select a Benefit Session record that you have not taken attendance for previously in the Benefit Sessions related list.
4. In the Attendance section of the page, make sure that you have Students listed under the Recipient column.
5. If you do NOT have any students listed under the Recipient column, press the back button in your browser to return back to the Benefit Schedule record and perform the following:
  1. Press the Add Participants button in the upper corner of the Benefit Schedule record page.
  2. Select any number of Student records.
  3. Press Save.
  4. Select the Benefit Session record you chose earlier.
  5. Confirm that you can now see Students listed in the Attendance section of the page (you may need to wait a minute or two and then refresh the page).
6. Change the value for Disbursement Status for at least one of the Students to “Homework.”
7. Update as many of the other Disbursement Statuses as you like.
8. Press Save (you may need to scroll down the page to see this button).
9. Refresh the page.
10. Confirm that any Students you marked as “Homework” or “Present” have a 1 in the Disbursed Quantity column, and the Students that you marked as either “Absent,” “School Vacation,” or “Other Enrichment” have a 0.
11. Click on the Programs tab.
12. Find and select the Program record you started the test with.
13. Click on the Benefit record that has the “Homework” in the name in the Benefits related list.
14. Confirm that you see the Student that you marked as “Homework” for attendance listed in the Benefit related list.
15. Click on the hyperlink for that record under the Name column.
16. Verify that you see the recipient’s information, their enrollment, and a “Created Date” that matches the day they were marked as “Present.”
17. Results: When a student’s attendance is marked as “homework,” an additional record that tracks the student’s homework completion is created.
See Daily Club Attendance and Homework Completion Related lists on Student record
1. From the Benefit Assignment record, click on the name of the Student under the Recipient column in the Benefit Disbursements related list.
2. On the Student record, click the Program Details tab.
3. Confirm that you see two related lists:
  1. Daily Club Attendance
  2. Homework Completion
4. Confirm that the records you just created earlier in the test when marking the Student’s attendance as “Homework” are in the related lists.
5. Results: I can see the list of times that a Student attended club and the times a student completed their homework from the Student record.

Verify a Benefit Type of “BTH – Chicago Specialist Care” exists.
1. Click on the 9-dot icon (App Launcher) in the upper left corner of the screen.
2. Search for and select Benefit Types.
3. Click the drop-down arrow next to the list view name (most commonly defaults to “Recently Viewed”).
4. Select the “All Benefit Types” list view.
5. Confirm that you can see a record called “BTH – Chicago Specialist Care” in the list.
6. Results: I can search for and find the list of Benefit Types.
Verify a Unit of Measure of “Session” exists.
1. Click on the 9-dot icon (App Launcher) in the upper left corner of the screen.
2. Search for and select Units of Measure.
3. Click the drop-down arrow next to the list view name (most commonly defaults to “Recently Viewed”).
4. Select the “All Units of Measure” list view.
5. Confirm that you can see a record called “Session” in the list.
6. Results: I can search for and find the list of Units of Measure.
Create a Benefit for Academic Specialist Visit
1. Click on the Programs tab.
2. Find and select a Program record that you’ve previously created in this test.
3. Press the New button in the Benefits related list.
4. Fill in the following fields:
  1. Name – call this “CHI – [Site] Academic Specialist [School Year]”
  2. Benefit Type – search for and select “BTH – Chicago Specialist Care”
  3. Unit of Measure – search for and select “Session”
  4. Active – check the box
  5. Benefit Status – leave as “Active”
  6. Start Date – set as first day of school year
  7. End Date – set as the end of the school year
5. Press Save.
6. Verify that you can see the new record you just created in the Benefits related list.
7. Results: I can create a Benefit record specific to reading intervention/specialist visits.
Create an Ad Hoc Benefit Disbursement for Academic Specialist visits
1. Click on the Benefit you just created to open the record.
2. Click the New Ad Hoc Bulk Disbursement button at the top right of your screen
3. Set the following fields:
  1. Recipient Type = Program Enrollment (this will narrow down the list of people to choose from to just those currently enrolled in this Program)
  2. Disbursed Quantity = 1
  3. Disbursement Date = Today
4. Click Next.
5. Select as many of the Program Enrollment records (students currently enrolled in the Program you are working with) as desired by clicking the checkbox next to them in the list.
6. Press Save.
7. Refresh the page.
8. Verify the following:
  1. You can now see the Students you selected in the Benefit Assignments related list.
  2. Click on the hyperlink in the Program field to return back to the Program.
  3. Review a Program Enrollment by clicking the Name (hyperlink) in the Program Enrollment related list. Verify that you see a Benefit Assignment record for the student linking them to the academic specialist benefit in the Benefit Assignments related list.
  4. Review the Benefit Assignment by clicking the Name (hyperlink) in the Benefits Assignments related list. Verify that you see a Benefit Disbursement for the student in the Benefit Disbursements related list.
9. Results: I can link a student enrolled in a Program to a reading specialist Benefit on an ad-hoc basis.

Create a fresh Program record
1. Navigate to the Program tab.
  1. Press the New button.
  2. Fill in the following fields:
    1. Name – use the following format: “CHI – [Site Name] [School Year]”
    2. Status – set to “Active”
    3. Affiliate – search for and select “BTH – Chicago”
    4. School Year
    5. Start Date – set to first day of school year
    6. End Date – set to the last day of the school year
  3. Press Save. You will be brought to the newly created Program record.
Create a Daily Club Benefit
1. Press the New button in the Benefits related list.
2. Fill in the following fields:
  1. Name = “CHI – [Site] Daily Club [School Year]” (ex: CHI – Englewood Daily Club 2025-2026)
  2. Benefit Type = search for and select “BTH – Chicago Club”
  3. Program = Will automatically populate
  4. Unit of Measure = Session
  5. Active = True (Checked)
3. Press Save.
Create a Benefit Schedule for Daily Club
1. Click on the hyperlink in the Benefits related list to open the record you just created.
2. Press the New Benefit Schedule button in the upper right corner of the screen.
3. Fill in the following fields
  1. Name – [Benefit Name] “Schedule”
  2. Benefit Quantity – set to 1
  3. First Session Date – set to today’s date
  4. Session Start Time
  5. Session End Time
  6. Session Recurrence Frequency – set to “weekly”
  7. Days of the week – select any number of days
  8. Benefit Schedule Ends – set to “on”
  9. Last Session Date – set to the last day of the school year
4. Press Next.
5. Press Save.
Add Participants to the Schedule
1. Click on the hyperlink in the Benefit Schedules related list to open the record you just created.
2. Press the Add Participants button in the upper right corner.
3. Change the Choose Participants From drop-down to say “Accounts”.
4. Select at least 4 Students.
5. Press Save.
Create a Homework Benefit
1. Click on the hyperlink in the Benefit field to navigate back to the Benefit record.
2. Click the hyperlink in the Program field to navigate back to the Program record.
3. Press the New button in the Benefits related list.
4. Fill in the following fields:
  1. Benefit Name – set this to “CHI – [Site] Homework [School Year]”
  2. Benefit Type – search for and select “BTH – Chicago Homework”
  3. Unit of Measure – search for and select “Session”
  4. Active – check the box
  5. Benefit Status – leave it as “Active”
5. Press Save.
Create one more Benefit (Health)
1. Press the New button in the Benefits related list.
2. Fill in the following fields:
  1. Benefit Name – set this to “CHI – [Site] Dental Care [School Year]”
  2. Benefit Type – search for and select “BTH – Chicago Health Services”
  3. Unit of Measure – search for and select “Session”
  4. Active – check the box
  5. Benefit Status – leave it as “Active”
3. Press Save
Take Attendance for a Daily Club Session
1. Click on the Benefit with “Daily Club” in the name within the Benefits related list to open the record.
2. Click on the record in the Benefit Schedules related list.
3. Click on the first record listed in the Benefit Sessions related list.
4. Change the Disbursement Status for each Student, setting at least 1 to “Present,” 1 to “Homework, 1 to “Absent”, and one to “School Vacation”.
5. Press Save (you may need to scroll down the page to see this button).
Create Ad-Hoc Benefit Disbursements
1. Click on the Program tab.
2. Find and select the Program record you’ve been working with.
3. Click on the record with “Dental Care” in the name in the Benefits related list.
4. Press the New Ad Hoc Bulk Disbursement button.
5. Set the following fields:
  1. Recipient Type to “Program Enrollment”
  2. Disbursed Quantity to 1
  3. Disbursement Date to today’s date
6. Press Next.
7. Select as many of the Student’s Program Enrollment records as desired.
8. Press Save.
9. Close out of the pop-up screen if it’s still open.
**WAIT UNTIL THE NEXT DAY FOR THE ROLLUPS TO CALCULATE**
Checking Rollup values
1. Click on the Program tab.
2. Find and select the Program record you’ve been working with.
3. Make sure the Active Enrollee Count and Total Enrollee Count match the number of Program Enrollment records you have.
4. In the Benefit Disbursements section in the left corner component, make sure the School Year Disbursed Count field matches the number of kids you marked “Present” when taking attendance + the number of kids marked “Homework” (x2 because they get an additional benefit disbursed to them) while taking attendance + and the number of ad hoc disbursements you did when adding Students to the Dental Care Benefit.
5. Click on each Benefit record and check to make sure the School Year Disbursed Quantity field lines up with the values listed above for each individual benefit.
Results: The enrollment and attendance of students is calculated nightly for both Programs and individual Benefits.

Verify a Benefit Type of “BTH – Chicago Specialist Care” exists
1. Click on the 9-dot icon (App Launcher) in the upper left corner of the screen.
2. Search for and select Benefit Types.
3. Click the drop-down arrow next to the list view name (most commonly defaults to “Recently Viewed”).
4. Select the “All Benefit Types” list view.
5. Confirm that you can see a record called “BTH – Chicago Specialist Care” in the list.
6. Results: I can search for and find the list of Benefit Types.
Verify a Unit of Measure of “Session” exists
1. Click on the 9-dot icon (App Launcher) in the upper left corner of the screen.
2. Search for and select Units of Measure.
3. Click the drop-down arrow next to the list view name (most commonly defaults to “Recently Viewed”).
4. Select the “All Units of Measure” list view.
5. Confirm that you can see a record called “Session” in the list.
6. Results: I can search for and find the list of Units of Measure.
Create a Benefit for Reading Specialist Visits
1. Click on the Programs tab.
2. Find and select a Program record that you’ve previously created in this test.
3. Press the New button in the Benefits related list.
4. Fill in the following fields:
  1. Name – call this “CHI – [Site] Reading Specialist [School Year]”
  2. Benefit Type – search for and select “BTH – Chicago Specialist Care
  3. Active – check the box
  4. Benefit Status – leave as “Active”
  5. Start Date – set as first day of school year
  6. End Date – set as the end of the school year
5. Press Save.
6. Verify that you can see the new record you just created in the Benefits related list.
7. Results: I can create a Benefit record specific to reading intervention/specialist visits.
Create an Ad Hoc Benefit Disbursement for Reading Specialist visits
1. Stay on the Program record that you are working with.
2. Click the New Ad Hoc Bulk Disbursement button at the top right of your screen
3. Set the following fields:
  1. Recipient Type = Program Enrollment (this will narrow down the list of people to choose from to just those currently enrolled in this Program)
  2. Benefit = search for and select the reading specialist Benefit you just created
  3. Disbursed Quantity = 1
  4. Disbursement Date = Today
4. Click Next.
5. Select as many of the Program Enrollment records (students currently enrolled in the Program you are working with) as desired by clicking the checkbox next to them in the list.
6. Press Save.
7. Verify the following:
  1. Review a Program Enrollment by clicking the Name (hyperlink) in the Program Enrollment related list. Verify that you see a Benefit Assignment record for the student linking them to the reading specialist benefit in the Benefit Assignments related list.
  2. Review the Benefit Assignment by clicking the Name (hyperlink) in the Benefits Assignments related list. Verify that you see a Benefit Disbursement for the student in the Benefit Disbursements related list.
  3. Review the Benefit by clicking on the hyperlink in the Benefit field on the left side of the page. Verify that you see the student/program enrollment listed in the Benefit Assignments related list.
8. Results: I can link a student enrolled in a Program to a reading specialist Benefit on an ad-hoc basis.

Verify a Benefit Type of “BTH – Chicago Health Services” exists
1. Click on the 9-dot icon (App Launcher) in the upper left corner of the screen.
2. Search for and select Benefit Types.
3. Click the drop-down arrow next to the list view name (most commonly defaults to “Recently Viewed”).
4. Select the “All Benefit Types” list view.
5. Confirm that you can see a record called “BTH – Chicago Health Services” in the list.
6. Results: I can search for and find the list of Benefit Types.
Verify a Unit of Measure of “Session” exists
1. Click on the 9-dot icon (App Launcher) in the upper left corner of the screen.
2. Search for and select Units of Measure.
3. Click the drop-down arrow next to the list view name (most commonly defaults to “Recently Viewed”).
4. Select the “All Units of Measure” list view.
5. Confirm that you can see a record called “Session” in the list.
6. Results: I can search for and find the list of Units of Measure.
Create a Benefit for Vision
1. Click on the Programs tab.
2. Find and select a Program record that you’ve previously created in this test.
3. Press the New button in the Benefits related list.
4. Fill in the following fields:
  1. Name – call this “CHI – [Site] Vision Care [School Year]”
  2. Benefit Type – search for and select “BTH – Chicago Health Services”
  3. Unit of Measure – search for and select “Session”
  4. Active – check the box
  5. Benefit Status – leave as “Active”
  6. Start Date – set as first day of school year
  7. End Date – set as the end of the school year
5. Press Save.
6. Verify that you can see the record you just created in the Benefits related list.
7. Results: I can create a Benefit record specific to vision care.
Create an Ad Hoc Benefit Disbursement for Vision Care visits
1. Stay on the Program record that you are working with.
2. Click the New Ad Hoc Bulk Disbursement button at the top right of your screen
3. Set the following fields:
  1. Recipient Type = Program Enrollment (this will narrow down the list of people to choose from to just those currently enrolled in this Program)
  2. Benefit = search for and select the Vision Benefit you just created
  3. Disbursed Quantity = 1
  4. Disbursement Date = Today
4. Click Next
5. Select as many of the Program Enrollment records (students currently enrolled in the Program you are working with) as desired by clicking the checkbox next to them in the list.
6. Press Save.
7. Verify the following:
  1. Review a Program Enrollment by clicking the Name (hyperlink) in the Program Enrollment related list. Verify that you see a Benefit Assignment record for the student linking them to the vision benefit in the Benefit Assignments related list.
  2. Review the Benefit Assignment by clicking the Name (hyperlink) in the Benefits Assignments related list. Verify that you see a Benefit Disbursement for the student in the Benefit Disbursements related list.
  3. Review the Benefit by clicking on the hyperlink in the Benefit field on the left side of the page. Verify that you see the student/program enrollment listed in the Benefit Assignments related list.
8. Results: I can link a student enrolled in a Program to a health Benefit on an ad-hoc basis.

Create 5 new Student records
1. Navigate to the Accounts tab.
2. Press the New button.
3. Select the Student/Caregiver radio button.
4. Press Next.
5. Fill in the following fields:
  1. First Name
  2. Last Name
  3. Site – search for and select the Site that you plan to create Programs for.
  4. Affiliate – set to “Chicago”
6. Press Save.
7. Repeat this process 4 more times until you have 5 new Student records.
  1. NOTE: Keep in mind the order that you create these records, as you will need to know that for later in the test.
Create Programs for each School Year from 2019 – 2026
1. Click on the Programs tab.
2. Press the Create New Program Package button.
3. Fill in the following fields:
  1. Affiliate – set to “BTH – Chicago”
  2. Site – set to the Site that you selected for your 5 Students
  3. School Year – set to 2019-2020
  4. Program Status – set to “Planned”
4. Press Next
5. Press Finish.
6. Repeat this process 6 times, each time setting the school year to 2020-2021, 2021-2022, 2022-2023, 2023-2024, 2024-2025, and 2025-2026.
Add Students to the Programs
1. Select the 2019-2020 Program you created.
2. Click the Add Participants button in the upper right corner.
3. Set the List Views to “Student Accounts”.
4. Find and select all 5 Student records that you created earlier in the test.
5. Press Save.
6. Click the drop-down next to the record in the Program Enrollment related list.
7. Press the Edit button.
8. Change the Status value to “Completed”.
9. Press Save.
10. Repeat for each Program Enrollment record.
11. Navigate back to the Programs tab.
12. Select the 2020-2021 Program you created.
13. Click the Add Participants button in the upper right corner.
14. Set the List Views to “Student Accounts”.
15. Find and select only the 5th Student record that you created earlier in the test.
16. Press Save.
17. Click the drop-down next to the record in the Program Enrollment related list.
18. Press the Edit button.
19. Change the Status value to “Completed”.
20. Press Save.
21. Navigate back to the Programs tab.
22. Select the 2021-2022 Program you created.
23. Click the Add Participants button in the upper right corner.
24. Set the List Views to “Student Accounts”.
25. Find and select only the 4th and 5th Student records that you created earlier in the test.
26. Press Save.
27. Click the drop-down next to the record in the Program Enrollment related list.
28. Press the Edit button.
29. Change the Status value to “Completed”.
30. Press Save.
31. Repeat for the second Program Enrollment record.
32. Navigate back to the Programs tab.
33. Select the 2022-2023 Program you created.
34. Click the Add Participants button in the upper right corner.
35. Set the List Views to “Student Accounts”.
36. Find and select only the 3rd, 4th, and 5th Student records that you created earlier in the test.
37. Press Save.
38. Click the drop-down next to the record in the Program Enrollment related list.
39. Press the Edit button.
40. Change the Status value to “Completed”.
41. Press Save.
42. Repeat for the other Program Enrollment records.
43. Navigate back to the Programs tab.
44. Select the 2023-2024 Program you created.
45. Click the Add Participants button in the upper right corner.
46. Set the List Views to “Student Accounts”.
47. Find and select only the 2nd, 3rd, 4th, and 5th Student records that you created earlier in the test.
48. Press Save.
49. Click the drop-down next to the record in the Program Enrollment related list.
50. Press the Edit button.
51. Change the Status value to “Completed”.
52. Press Save.
53. Repeat for the other Program Enrollment records.
54. Navigate back to the Programs tab.
55. Select the 2024-2025 Program you created.
56. Click the Add Participants button in the upper right corner.
57. Set the List Views to “Student Accounts”.
58. Find and select all 5 Student records that you created earlier in the test.
59. Press Save.
60. Click the drop-down next to the record in the Program Enrollment related list.
61. Press the Edit button.
62. Change the Status value to “In Progress”.
63. Press Save.
64. Repeat for each Program Enrollment record.
***Once all data has been entered, wait for automation to run. The automation runs daily at 2:00 pm CT.***
Checking Automation
1. Navigate to the Accounts tab.
2. Find and select the first Student record you created.
3. Scroll down and confirm that the Consecutive Years field is set to 1.
4. Navigate to the Accounts tab.
5. Find and select the second Student record you created.
6. Scroll down and confirm that the Consecutive Years field is set to 2.
7. Navigate to the Accounts tab.
8. Find and select the third Student record you created.
9. Scroll down and confirm that the Consecutive Years field is set to 3.
10. Navigate to the Accounts tab.
11. Find and select the fourth Student record you created.
12. Scroll down and confirm that the Consecutive Years field is set to 4.
13. Navigate to the Accounts tab.
14. Find and select the fifth Student record you created.
15. Scroll down and confirm that the Consecutive Years field is set to 4+.
16. Results: I can assess the number of consecutive years a student has been active.

Additional explanation: Data Setup/Expected Results:

Student 1
- Add to School Years / Program Enrollment Status:
  - 2024 – 2025 – In Progress
  - 2019 – 2020 – Completed
- Consecutive Years = 1
Student 2
- Add to School Years / Program Enrollment Status:
  - 2024 – 2025 – In Progress
  - 2023 – 2024 – Completed
  - 2019 – 2020 – Completed
- Consecutive Years = 2
Student 3
- Add to School Years / Program Enrollment Status:
  - 2024 – 2025 – In Progress
  - 2023 – 2024 – Completed
  - 2022 – 2023 – Completed
  - 2019 – 2020 – Completed
- Consecutive Years = 3
Student 4
- Add to School Years / Program Enrollment Status:
  - 2024 – 2025 – In Progress
  - 2023 – 2024 – Completed
  - 2022 – 2023 – Completed
  - 2021 – 2022 – Completed
  - 2019 – 2020 – Completed
- Consecutive Years = 4
Student 5
- Add to School Years / Program Enrollment Status:
  - 2024 – 2025 – In Progress
  - 2023 – 2024 – Completed
  - 2022 – 2023 – Completed
  - 2021 – 2022 – Completed
  - 2021 – 2020 – Completed
  - 2019 – 2020 – Completed
- Consecutive Years = 4+

Log a Student Interaction (Task)
1. Navigate to the Accounts tab.
2. Find and select one of the Student records you’ve previously created.
3. On the Activity Timeline on the right side of the page, click the green checklist button (Task).
4. Make sure that the pop-up says Program Task at the top.
5. Complete the following fields:
  1. Subject
  2. Comments
  3. Due Date
  4. Type: See the following options:
    1. Caregiver Outreach
    2. Home Visit
    3. Reflection Sheet
    4. School Outreach
    5. School Visit
    6. Meeting
    7. Other
  5. Status: set the Status field to Completed
6. Click Save.
7. Confirm that you can see the Task also listed in the Activity component on their record page.
8. Results: A completed task record is created and displayed in the Activity Timeline on the Student’s Person account record with the Type set to Home Visit, Reflection Sheet or School Visit
Log a Student Interaction (Event)
1. Staying on the Student record that you are working with, click the pink calendar icon (Event) in the Activity Timeline.
2. Make sure that the pop-up says Program Event at the top.
3. Complete the following fields:
  1. Subject
  2. Type
  3. Description
  4. Start Date/Time
  5. End Date/Time
4. Press Save.
5. Confirm that you can see the Event also listed in the Activity component on their record page.
6. Results: A completed task record is created and displayed in the Activity Timeline on the Student’s Person account record

Log a Caregiver Interaction
1. Navigate to the Benefit Session tab.
2. Select a Benefit Session record.
3. Click the Activity tab
4. Click the green Task icon in the Activity Timeline
5. Complete the following fields:
  1. Subject
  2. Comments
  3. Due Date
  4. Name: Search for and select the name of your student
  5. Type: set the Type field to Caregiver Outreach
  6. Status: set the Status field to Completed
6. Click Save.
7. Use the global search bar to search for and select the Student record.
8. Confirm that you can see the Task also listed in the Activity component on their record page.
9. Expected result:
  1. A completed task record is created and displayed in the Activity Timeline on the Benefit Session Record with the Type set to Caregiver Outreach
  2. When viewing the Student’s Person account record, the Activity created from the Benefit Session is displayed in the Student’s activity Timeline
Send an email to the Caregiver from the Benefit Session record
1. Navigate to the Accounts tab.
2. Press the New button.
3. Select the Student/Caregiver record type.
4. Fill out the following fields:
  1. First Name
  2. Last Name
  3. Type – change to “Caregiver”
  4. Email – use an email that you have access to.
5. Press Save.
6. Navigate to the Benefit Session tab.
7. Select a Benefit Session record.
8. Click the Activity tab
9. Click the grey Email icon in the Activity Timeline
10. In the To field, either enter the name of the Caregiver record you just created or their email address. Either way, make sure to select the Caregiver you just created.
11. Enter a Subject and Body for the email
12. Click Send
13. Confirm that you can see the email now listed in the Activity component on the Benefit Session record.
14. Use the global search bar to search for and select the Caregiver record you created.
15. Confirm that you can see the Email also listed in the Activity component on their record page.
16. Expected Results: You can email a Caregiver from the Benefit Session record. The email will then appear in the Activity Timeline of both the Benefit Session record as well as the Caregiver’s record.
Send an email to the Caregiver from the Student record
1. Use the global search bar to search for and select the Student record that you’ve been working with.
2. Click the grey Email icon in the Activity Timeline
3. In the To field, clear out the Student’s name and either enter the name of the Caregiver record you just created or their email address. Either way, make sure to select the Caregiver you just created.
4. Enter a Subject and Body for the email.
5. Click Send.
6. Confirm that you can see the email now listed in the Activity component on the Student record.
7. Use the global search bar to search for and select the Caregiver record you created.
8. Confirm that you can see the Email also listed in the Activity component on their record page.
9. Expected Results: You can email a Caregiver from the Student record. The email will then appear in the Activity Timeline of both the Student record as well as the Caregiver’s record.

Log a School Interaction
1. Navigate to the Benefit Session tab.
2. Select a Benefit Session record.
3. Click the Activity tab
4. Click the green Task icon in the Activity Timeline.
5. Complete the following fields:
  1. Subject
  2. Comments
  3. Due Date
  4. Name: Search for and select the name of your student
  5. Type: set the Type field to School Outreach
  6. Status: set the Status field to Completed
6. Click Save.
7. Use the global search bar to search for and select the Student record.
8. Confirm that you can see the Task also listed in the Activity component on their record page.
9. Expected result:
  1. A completed task record is created and displayed in the Activity Timeline on the Benefit Session Record with the Type set to School Outreach
  2. When viewing the Student’s person account record, the Activity created from the Benefit Session is displayed in the Student’s activity Timeline
Send an email to the School from the Session record
1. Navigate to the Benefit Session tab.
2. Select a Benefit Session record.
3. Click the Activity tab
4. Click the grey Email icon in the Activity Timeline
5. In the To field, enter an email you have access to, but do NOT select one of the records that appears. Simply enter the email address.
6. Enter a Subject and Body for the email
7. Click Send
8. Confirm that you can see the email now listed in the Activity component on the Benefit Session record.
9. Results: I can send an email to a school from a Benefit Session record and see that email linked to the Benefit Session record in the Activity timeline.
Send an email to the School from a Student record.
1. Use the global search bar to search for and select the Student record that you’ve been working with.
2. Click the grey Email icon in the Activity Timeline
3. In the To field remove the Student’s name and enter an email you have access to, but do NOT select one of the records that appears. Simply enter the email address.
4. Enter a Subject and Body for the email.
5. Click Send.
6. Confirm that you can see the email now listed in the Activity component on the Student record.
7. Results: I can send an email to a school from a Student record and see that email linked to the Student record in the Activity timeline.

Create a Life Event
1. Navigate to the Accounts tab.
2. Find and select a Student record that you’ve previously created.
3. Scroll down and confirm that the Current Program and Current Cohort fields are populated.
  1. If the fields are NOT populated, then perform the following steps:
    1. If the Current Program and Current Cohort fields are not filled in, click on the Program Details tab.
    2. View the Program Enrollment record where the status is either “Applied” or “In Progress”.
    3. Click on the hyperlink for that record under the Program column.
    4. Either create a new Program Cohort record, or select a Program Cohort record from the Program Cohort related list.
    5. Press the New button in the Program Cohort Members related list.
    6. Find the Program Enrollment for the Student record in the Program Enrollment field.
    7. Press Save.
    8. Click on the hyperlink in the Program Enrollee column in the Program Cohort Members related list to return back to the Student record.
    9. Press the pencil icon next to the Current Program field.
    10. Find and select the Program you were just working with for the Current Program field and the Program Cohort you were just working with for the Current Cohort field.
    11. Press the Save button.
4. Hover over any of the boxes in the Life Events component at the top of the page and press the + icon that appears to create a Life Event of that Type.
5. Fill in the Event Name and Event Date fields.
6. Press Save.
7. Confirm that the icon that you selected now is blue instead of gray, with the date that you selected for the Event Date field listed below it.
8. Hover over the same icon to see more information about the Life Event that you created.
9. Repeat steps d-h to create another Life Event using one of the other Types.
10. Click the Recents First slide button to have the Life Events show up chronologically according to Event Date.
11. Results: I can create a Life Event for a Student, and that Life Event will appear listed in the Life Events timeline on the Student’s record page.
Create multiple of the same Life Event Type
1. Working from the same Student record that you’ve been working with during this test, hover over one of the Life Event icons that is blue.
2. In the pop-up that appears when you hover over it, press the New button.
3. Fill in the Event Name and Event Date fields.
4. Press the Save button.
5. Confirm that there is now a x2 in the upper right corner of the Life Event icon.
6. Hover over the icon.
7. Confirm that you can see both Life Events of that Type now listed in the pop-up.
8. Results: I can create multiple Life Events of the same Type for a single Student.
Student Life Event Reports
1. Navigate to the Reports tab.
2. Select All Folders in the navigation column on the left side of the screen.
3. Click on the Student Life Events folder.
4. Select the Student Life Events by Program report.
5. Confirm that you see a report that groups the rows by Account Name: Current Program: Name as well as Full Name, and it groups the columns by Event Type.
6. Confirm that the columns are:
  1. Bible Received
  2. Became Christian
  3. Attends Church or Youth Group
  4. Baptized
  5. Learned to Share Faith
7. Click on one of the cells in the report to narrow down the Details (the second report below the main one).
8. Click on the Filter Icon and confirm the following filters:
  1. Show Me: All Contacts
  2. Event Date: Current FY
9. Click the back button in your browser.
10. Select the Student Life Events by Cohort report.
11. Confirm that you see a report that groups the rows by Account Name: Current Cohort: Name as well as Full Name, and it groups the columns by Event Type.
12. Confirm that the columns are:
  1. Bible Received
  2. Became Christian
  3. Attends Church or Youth Group
  4. Baptized
  5. Learned to Share Faith
13. Click on one of the cells in the report to narrow down the Details (the second report below the main one).
14. Click on the Filter Icon and confirm the following filters:
  1. Show Me: All Contacts
  2. Event Date: Current FY
15. Results: I can see a report that groups Life Events by Program and Student as well as a report that groups Life Events by Cohort and Student.

Create Guidance Plan Case
1. Navigate to the Accounts tab.
2. Find and select a Student record that you’ve previously created.
3. Click the Cases tab
4. Press the New button in the Cases related list.
5. Select the Guidance Plan radio button.
6. Press Next.
7. Fill in as many fields as desired, at minimum filing in the following:
  1. Subject
  2. Type – confirm you can see Academic Intervention, Guidance Plan, Sr. High Academic Plan as options
  3. Case Reason – confirm that you can see Academics, Behavior, Proactive, and Other as options
  4. Case Origin
8. Click Save.
9. Result: A new Case record for Guidance Plans can be created.
Manage Guidance Plans
1. Navigate to the Case record you just created by clicking the hyperlinked Case Number in the Cases related list
2. Press the pencil icon next to the Status field.
3. Update the Status field from “New” to any other value available
4. Click Save.
5. Results: I can update the Status of a Guidance Plan.
Close or Cancel a Guidance Plan
1. On the same Case record you’ve been working with, click the Close Case button in the upper right corner.
2. A pop-up will appear.
3. By default, the Status field is populated with the value “Complete”
  1. Optional: Change the value to “Canceled” to cancel the Case.
4. Click Save.
Result: the Case record status is updated to Complete

BTH Vehicle Accident
1. Navigate to the Accounts tab.
2. Find and select a Site record (e.g CHI – Englewood)
3. Press the New Incident Report button.
4. Set the Type field to “BTH Vehicle Accident.”
5. Complete all required fields.
6. Click Save.
7. Click on the Incident Reports tab.
8. Find and select the Incident Report Case you just created.
9. In the BTH Vehicle Accident section, complete the following fields:
  1. Who was driving?
  2. Who was in the vehicle?
  3. Which vehicle were you driving?
  4. Was the vehicle a rental
    1. If Yes is selected, the Provide Rental Car Information field will be displayed
  5. Location of Accident
  6. Describe in detail what happened
  7. Police Report Number
  8. Injuries?
    1. If Yes is selected, the Injured Person(s) field will be displayed
  9. Parents Notified
  10. Parent Response
10. Click Save.
11. Result: A BTH Vehicle Accident report is logged as a case in Salesforce
DCFS Report
1. Navigate to the Accounts tab.
2. Find and select a Site record (e.g CHI – Englewood)
3. Press the New Incident Report button.
4. Set the Type field to “DCFS Report”
5. Complete all required fields.
6. Click Save.
7. Click on the Incident Reports tab.
8. Find and select the Incident Report Case you just created.
9. In the DCFS Report section, complete the following fields:
  1. Student(s) Involved
  2. Student seek staff help?
  3. Staff noticed student(s)?
  4. Explain what happened
  5. All information reported to DCFS
  6. New information since DCFS call
  7. DCFS Next Steps
  8. DCFS Next Follow Up
  9. Times Student(s) reported to DCFS
  10. Who made prior calls?
10. Click Save
11. Result: A DCFS Report is logged as a case in Salesforce
Drug or Weapon Report
1. Navigate to the Accounts tab.
2. Find and select a Site record (e.g CHI – Englewood)
3. Press the New Incident Report button.
4. Set the Type field to “Drug or Weapon.”
5. Complete all required fields.
6. Click Save.
7. Click on the Incident Reports tab.
8. Find and select the Incident Report Case you just created.
9. In the Drug or Weapon Report section, complete the following fields:
  1. Student(s) Involved
  2. BTH Event/Activity
  3. What was brought?
  4. 911 Called?
  5. Code Red Declared?
  6. Other Actions Taken
  7. Other Information
10. Click Save.
11. Result: A Drug or Weapon Report is logged as a case in Salesforce
Fire Drill Report
1. Navigate to the Accounts tab.
2. Find and select a Site record (e.g CHI – Englewood)
3. Press the New Incident Report button.
4. Set the Type field to “Fire Drill”
5. Complete all required fields.
6. Click Save.
7. Click on the Incident Reports tab.
8. Find and select the Incident Report Case you just created.
9. In the Fire Drill section, complete the following fields:
  1. Parents Notified?
  2. Parent Response
10. Click Save
11. Result: A Fire Drill Report is logged as a case in Salesforce
General Incident
1. Navigate to the Accounts tab.
2. Find and select a Site record (e.g CHI – Englewood)
3. Press the New Incident Report button.
4. Set the Type field to “General Incident”
5. Complete all required fields.
6. Click Save.
7. Click on the Incident Reports tab.
8. Find and select the Incident Report Case you just created.
9. In the Incident Report section, complete the following fields:
  1. Injured?
  2. 911 Called?
  3. Other Information
  4. Parents Notified?
  5. Parent Response
10. Click Save.
11. Result: a General Incident Report is logged as a case in Salesforce
Injury Report
1. Navigate to the Accounts tab.
2. Find and select a Site record (e.g CHI – Englewood)
3. Press the New Incident Report button.
4. Set the Type field to “Injury”
5. Complete all required fields.
6. Click Save.
7. Click on the Incident Reports tab.
8. Find and select the Incident Report Case you just created.
9. In the Injury Report section, complete the following fields:
  1. Injured Person(s)
  2. Where did the injury occur?
  3. Part of body injured?
  4. Witnesses
  5. Onsite Medical Treatment?
  6. Person take to hospital?
  7. Parents Notified?
  8. Parent Response
10. Click Save
11. Result: An Injury Report is logged as a case in Salesforce
School Bus Report
1. Navigate to the Accounts tab.
2. Find and select a Site record (e.g CHI – Englewood)
3. Press the New Incident Report button.
4. Set the Type field to “School Bus.”
5. Complete all required fields.
6. Click Save.
7. Click on the Incident Reports tab.
8. Find and select the Incident Report Case you just created.
9. In the School Bus Report section, complete the following fields:
  1. School Bus Company
  2. Other Information
10. Click Save.
11. Result: a School Bus Incident is logged as a case in Salesforce
Student Restraint
1. Navigate to the Accounts tab.
2. Find and select a Site record (e.g CHI – Englewood)
3. Press the New Incident Report button.
4. Set the Type field to “Student Restraint”
5. Complete all required fields.
6. Click Save.
7. Click on the Incident Reports tab.
8. Find and select the Incident Report Case you just created.
9. In the Student Restraint Report section, complete the following fields:
  1. Student(s) Involved
  2. Parents Notified?
  3. Parent Response
  4. Director’s Response
  5. Preventative Plans for Future
10. Click Save
11. Result: A Student Restraint Report is logged as a case in Salesforce
Suicide Ideation
1. Navigate to the Accounts tab.
2. Find and select a Site record (e.g CHI – Englewood)
3. Press the New Incident Report button.
4. Set the Type field to “Suicide Ideation”
5. Complete all required fields.
6. Click Save.
7. Click on the Incident Reports tab.
8. Find and select the Incident Report Case you just created.
9. In the Suicide Ideation section, complete the following fields:
  1. Student(s) Involved
  2. Grade
  3. Staff Student Told
  4. When/where was the conversation?
  5. What prompted the conversation?
  6. Describe in detail what happened
  7. Site Director Determined
10. Click Save.
11. Result: A Suicide Ideation Report is logged as a case in Salesforce
Unsupervised Report
1. Navigate to the Accounts tab.
2. Find and select a Site record (e.g CHI – Englewood)
3. Press the New Incident Report button.
4. Set the Type field to “Unsupervised”
5. Complete all required fields.
6. Click Save.
7. Click on the Incident Reports tab.
8. Find and select the Incident Report Case you just created.
9. In the Unsupervised Report section, complete the following fields:
  1. Student(s) Involved
  2. Reason this was unusual
  3. Supervisor who gave permission
10. Click Save
11. Result: An Unsupervised Report is logged as a case in Salesforce
Manage Incident reports
1. Navigate to any of the Case records you just created.
2. Press the pencil icon next to the Status field.
3. Update the Status field from “New” to any other value available
4. Click Save
5. Results: I can update the Status of an Incident Report.
Close an Incident Report
1. On the same Case record you’ve been working with, click the Close Case button in the upper right corner.
2. A pop-up will appear.
3. By default, the Status field is populated with the value “Complete”
4. Click Save
5. Result: the Case record status is updated to Complete.

Create a Crisis & Compassion Case
1. Navigate to the Accounts tab.
2. Find and select a Student record that you’ve previously created.
3. Click the Cases tab.
4. Press the New button in the Cases related list.
5. Select the Crisis_Compassion radio button.
6. Press Next.
7. Fill in as many fields as desired, at minimum filing in the following:
  1. Subject
  2. Case Origin
8. Click Save
9. Navigate to the Case record you just created by clicking the hyperlinked Case Number in the Cases related list.
10. Have another team member that’s testing navigate to your Student’s record and click on the Cases tab. Confirm that they cannot see the Case listed.
11. Result: A Crisis and Compassion Case can be created for a student. This type of Case is kept private, visible only by the person who created the Case and those above them in the role hierarchy.
Add Case Team Members
1. On the Participants tab, click Add Member in the Case Team related list
2. Search for and select a colleague on your Programs team
3. Select a Role for this person
4. Click Save
5. Have that team member that you just added to the Case Team now navigate to the Student’s record and click on the Cases tab. Confirm that they can now see the Case listed.
6. Result: Additional staff members can be added to the Case Team and have access to view or edit the Case record.

Create a Report Card
1. Navigate to the Accounts tab.
2. Find and select a Student record you’ve previously created.
3. Click on the Program Details tab.
4. Press the New button in the Reports Cards related list.
5. Fill out the required fields:
  1. School Year
  2. Quarter
6. Fill out as many fields in the Grades section (ex: Reading, Writing, Vocabulary, etc) as desired.
  1. NOTE: For the start of this test, values should be between 0.6 and 4.0.
  2. Leave at least one field in this section blank.
7. Press Save.
8. Click on the hyperlink under the Report Card Name column in the Report Cards related list to open the newly created record.
9. Confirm that the GPA is calculating correctly (an average of all Grades fields, NOT including the ones that are blank).
10. Confirm that Any Failing Grades? Is set to “No.”
11. Click the Edit button.
12. Change one of the grades to be between 0.0-0.5.
13. Press Save.
14. Confirm that Any Failing Grades? Updated to “Yes” and that a field called Failing Courses has appeared and lists the course that you changed the grade on.
15. Results: I can create a Report Card record that automatically calculates the student’s GPA and has a flag for failing grades.
Report Card Reports
1. Navigate to the Reports tab.
2. Click on All Folders in the navigation bar on the left side of the screen.
3. Select the Student Report Cards folder.
4. Open the Report Cards by Student report.
5. Confirm that you can see the report grouped by the following fields:
  1. Student: Account Name
  2. Grade
  3. School Year
6. Confirm that you can see these other fields in the report:
  1. Quarter
  2. GPA
  3. Reading
  4. Writing
  5. Vocabulary
  6. Listening
  7. Speaking
  8. Research
  9. Math
  10. Science
  11. Social Studies
  12. Art
  13. Music
  14. Health
  15. Gym
  16. Library
  17. Learning Technology
7. Click the filter icon in the upper right of the report.
8. Confirm the following filters:
  1. Show Me: All Accounts
  2. Created Date: All Time
9. Press the back button in your browser.
10. Open the Report Cards by Team report.
11. Confirm that you can see the report grouped by the following fields:
  1. Student: Current Cohort
  2. Student: Account Name
12. Confirm that you can see these other fields in the report:
  1. Quarter
  2. GPA
  3. Reading
  4. Writing
  5. Vocabulary
  6. Listening
  7. Speaking
  8. Research
  9. Math
  10. Science
  11. Social Studies
  12. Art
  13. Music
  14. Health
  15. Gym
  16. Library
  17. Learning Technology
13. Click the filter icon in the upper right of the report.
14. Confirm the following filters:
  1. Show Me: All Accounts
  2. Created Date: All Time
  3. School Year equals 2024-2025
15. Press the back button in your browser
16. Open the Report Cards by Program report.
17. Confirm that you can see the report grouped by the following fields:
  1. Student: Current Program
  2. Student: Account Name
18. Confirm that you can see these other fields in the report:
  1. Quarter
  2. GPA
  3. Reading
  4. Writing
  5. Vocabulary
  6. Listening
  7. Speaking
  8. Research
  9. Math
  10. Science
  11. Social Studies
  12. Art
  13. Music
  14. Health
  15. Gym
  16. Library
  17. Learning Technology
19. Click the filter icon in the upper right of the report.
20. Confirm the following filters:
  1. Show Me: All Accounts
  2. Created Date: All Time
  3. School Year equals 2024-2025
21. Results: I can view reports that show Report Cards by Student, Team, and Program.

Review failing grades report
1. Navigate to the Reports tab.
2. Click on All Folders in the left side navigation column.
3. Select the Student Report Cards folder.
4. Open the Failing Grades this School Year report.
5. Confirm that the report is grouped by Student: Account Name and that you can see the following columns:
  1. Report Card: Report Card Name
  2. Quarter
  3. GPA
  4. Failing Courses
6. Click the filter icon in the upper right of the report.
7. Confirm the following filters are in place:
  1. Show Me: All Accounts
  2. Created Date: All Time
  3. Any Failing Grades? Equals Yes
  4. School Year equals 2024-2025
8. Result: I can see a report that shows any report cards from this school year that have at least one failing class.
See a report that shows the average GPA by Program
1. Navigate to the Reports tab.
2. Click on All Folders in the left side navigation column.
3. Select the Student Report Cards folder.
4. Open the Report Cards by Program report.
5. Confirm that the report is grouped by Current Program and Account Name and that you can see the following columns (you may need to turn on the Details Row by clicking the slider at the bottom of the screen):
  1. Quarter
  2. GPA
  3. Reading
  4. Writing
  5. Vocabulary
  6. Listening
  7. Speaking
  8. Research
  9. Math
  10. Science
  11. Social Studies
  12. Art
  13. Music
  14. Health
  15. Gym
  16. Library
  17. Learning Technology
6. Confirm that in the GPA column, you can see the values averaging by Student and Current Program.
7. Click the filter icon in the upper right of the report.
8. Confirm the following filters are in place:
  1. Show Me: All Accounts
  2. Created Date: All Time
  3. School Year equals 2024-2025
9. Results: I can see the average GPA of students for the current school year per program.

Account Access

Record created by PROGRAM USER
1. Steps for PROGRAM USER 1
  1. Navigate to the Accounts tab.
  2. Press the New button.
  3. Select the Student/Caregiver radio button.
  4. Fill in as many fields as desired, at minimum filling out the following:
    1. First Name
    2. Last Name
    3. Site
  5. Press Save. Confirm that the Account Owner field is the same as the owner for the Site record.
2. Steps for BTH USA and PROGRAM USER 2
  1. Use the global search bar to search for and select the Student record just created.
  2. Confirm that you can see and access the record.
3. Steps for FUND USER
  1. Use the global search bar to search for and select the Student record just created.
  2. Confirm that you cannot see and access the record.
4. Results: An account record created by a program user is visible/accessible by other program users and the BTH USA users.
Record created by BTH USA user
1. Steps for BTH USA USER
  1. Navigate to the Accounts tab.
  2. Press the New button.
  3. Select the Student/Caregiver radio button.
  4. Fill in as many fields as desired, at minimum filling out the following:
    1. First Name
    2. Last Name
    3. Site
    4. Affiliate – set to “Chicago”
  5. Press Save. Confirm that the Account Owner field is the same as the owner for the Site record.
2. Steps for PROGRAM USER
  1. Use the global search bar to search for and select the Student record just created.
  2. Confirm that you can see and access the record.
3. Steps for FUND USER
  1. Use the global search bar to search for and select the Student record just created.
  2. Confirm that you cannot see and access the record.
4. Results: An account record created by a BTH USA user requires the user to select the Affiliate for that Account. The program users from that affiliate can then see the record, but fund users cannot.

Contact Contact Relationship Access

Record created by Program User
1. Steps for PROGRAM USER
  1. Navigate to the Accounts tab.
  2. Press the New button.
  3. Select the Student/Caregiver radio button.
  4. Fill in as many fields as desired, at minimum filling out the following:
    1. First Name
    2. Last Name
  5. Press Save. You will be brought to the newly created Student record.
  6. Press the Create New Relationship button in the upper right corner.
  7. Select the Person radio button.
  8. Press Next.
  9. In the Related Person field, find and select the first Student record you created earlier in this test.
  10. Select an option for the Role field.
  11. Press Finish.
  12. Click the Refresh button in the relationship diagram (ARC) on the right side of the record page.
  13. Confirm you can see the relationship listed in the diagram.
2. Steps for BTH USA and PROGRAM USER 2
  1. Click on the 9-dot app launcher icon in the upper left corner of the screen.
  2. Search for and select Contact Contact Relationships
  3. Click the drop-down next to the listview name (most commonly defaults to “Recently Viewed”)
  4. Change the list to “All Contact Contact Relationships.”
  5. Confirm that you can find and select the relationship that the first program user just created.
3. Steps for FUND USER
  1. Click on the 9-dot app launcher icon in the upper left corner of the screen.
  2. Search for and select Contact Contact Relationships
  3. Click the drop-down next to the listview name (most commonly defaults to “Recently Viewed”)
  4. Change the list to “All Contact Contact Relationships.”
  5. Confirm that you cannot find and select the relationship that the first program user just created.
4. Results: A contact-contact relationship created by a program user is visible/accessible by other program users and BTH USA users, but not by fund users.

Case Access

Record Creation by Program User
1. Steps for PROGRAM USER
  1. Click on the Accounts tab.
  2. Find and select the Student record you created previously in this test.
  3. Click on the Guidance Plans tab.
  4. Press the New button in the Cases related list.
  5. Select the Guidance Plan radio button.
  6. Press the Next button.
  7. Fill out as many fields as desired, at minimum filling out the following:
    1. Status
    2. Case Origin
    3. Type
  8. Press Save.
2. Steps for BTH USA and PROGRAM USER 2
  1. Navigate to the Cases tab.
  2. Click the drop-down next to the listview name (most commonly defaults to “Recently Viewed”)
  3. Change the list to “All Cases”
  4. Confirm that you can find and select the Case that the first program user just created.
3. Steps for FUND USER
  1. Click on the 9-dot app launcher icon in the upper left corner of the screen.
  2. Search for and select Cases
  3. Confirm that you cannot see Cases.
4. Results: A Case created by a program user is visible/accessible by other program users and BTH USA users, but not by fund users.
Record Created by BTH USA user.
1. Steps for BTH USA USER
  1. Click on the Accounts tab.
  2. Find and select the Student record you created previously in this test.
  3. Click on the Guidance Plans tab.
  4. Press the New button in the Cases related list.
  5. Select the Guidance Plan radio button.
  6. Press the Next button.
  7. Fill out as many fields as desired, at minimum filling out the following:
    1. Status
    2. Case Origin
    3. Type
  8. Press Save.
2. Steps for PROGRAM USER
  1. Navigate to the Cases tab.
  2. Click the drop-down next to the listview name (most commonly defaults to “Recently Viewed”)
  3. Change the list to “All Cases”
  4. Confirm that you can find and select the Case that the BTH USA user just created.
3. Steps for FUND USER
  1. Click on the 9-dot app launcher icon in the upper left corner of the screen.
  2. Search for and select Cases
  3. Confirm that you cannot see Cases.
4. Results: A Case created by a BTH USA user is visible/accessible by other program users, but not by fund users.

Benefit Type Access

Record created by Program User
1. Steps for PROGRAM USER
  1. Click on the 9-dot app launcher icon in the upper left corner of the screen.
  2. Search for and select Benefit Types
  3. Press the New button.
  4. Fill out the following fields
    1. Benefit Type Name
    2. Process Type – set to “Program Management”
  5. Press Save.
2. Steps for BTH USA and PROGRAM USER 2
  1. Click on the 9-dot app launcher icon in the upper left corner of the screen.
  2. Search for and select Benefit Types
  4. Change the list to “All Benefit Types”
  5. Confirm that you can find and select the Benefit Type that the first program user just created.
3. Steps for FUND USER
  1. Click on the 9-dot app launcher icon in the upper left corner of the screen.
  2. Search for and select Benefit Types
  3. Confirm that you cannot see Benefit Types.
4. Results: A Benefit Type created by a program user is visible/accessible by other program users and BTH USA users, but not by fund users.
Record created by BTH USA User
1. Steps for BTH USA USER
  1. Click on the 9-dot app launcher icon in the upper left corner of the screen.
  2. Search for and select Benefit Types
  3. Press the New button.
  4. Fill out the following fields
    1. Benefit Type Name
    2. Process Type – set to “Program Management”
    3. Affiliate – set to “Chicago”
  5. Press Save.
2. Steps for PROGRAM USER
  1. 1. Click on the 9-dot app launcher icon in the upper left corner of the screen.
    2. Search for and select Benefit Types
    3. Click the drop-down next to the listview name (most commonly defaults to “Recently Viewed”)
    4. Change the list to “All Benefit Types”
    5. Confirm that you can find and select the Benefit Type that the BTH USA user just created.
3. Steps for FUND USER
  1. 1. Click on the 9-dot app launcher icon in the upper left corner of the screen.
    2. Search for and select Benefit Types
    3. Confirm that you cannot see Benefit Types.
4. Results: A Benefit Type created by a BTH USA user is visible/accessible by other program users, but not by fund users.

Program and Related Records Access

Records created by Program Users
1. Steps for PROGRAM USER
  1. Navigate to the Programs tab.
  2. Press the New button.
  3. Fill in the following fields:
    1. Name
    2. Affiliate – search for and select “BTH – Chicago”
    3. Start Date
  4. Press Save. You will be navigated to the newly created Program record.
  5. Press the New button in the Benefits related list.
  6. Fill in the following fields:
    1. Benefit Name
    2. Benefit Type – search for and select the Benefit Type record you created earlier
    3. Unit of Measure – search for and select “Session”
    4. Active – check the box
  7. Press Save.
  8. Click on the hyperlink in the Benefits related list to open the record.
  9. Press the New Benefit Schedule in the upper right corner of the screen.
  10. Fill in the following fields:
    1. Name
    2. Benefit Quantity – set to 1
    3. First Session Date – set to today’s date
    4. Session Start Time
    5. Session End Time
    6. Session Recurrence Frequency – set to “Weekly”
    7. Select at least one day of the week
    8. Benefit Schedule Ends – select “After”
    9. Number of Sessions – set to 10
  11. Press Next
  12. Press Save.
  13. Click on the record listed in the Benefit Schedules related list to open it.
  14. Press the Add Participants button in the upper right corner of the screen.
  15. Change the Choose Participants from to “Accounts”
  16. Find and select at least one of the Student records you’ve created during this test.
  17. Press Save.
  18. Click on the Programs tab.
  19. Find and select the Program you originally created during this test.
  20. Press the New button in the Program Cohorts related list.
  21. Fill in the following fields.
    1. Name
    2. Status – set to “Active”
  22. Press Save.
  23. Click on the record listed in the Program Cohorts related list to open it.
  24. Press the New button in the Program Cohort Members related list.
  25. In the Program Enrollment related list, find and select the Student record that you just added as a participant a few steps ago.
  26. Press Save.
2. Steps for BTH USA and PROGRAM USER 2
  1. Click on the Programs tab.
  2. Click the drop-down next to the listview name (most commonly defaults to “Recently Viewed”)
  3. Change the list to “All Programs”
  4. Find and select the Program record that the first program user created.
  5. Confirm that you can see the records the user created in the Program Cohorts, Program Enrollments, and Benefits related list.
  6. Click on the record in the Program Cohorts related list to open it.
  7. Confirm that you can see the record the user created in the Program Cohort Members related list.
  8. Press the back button on your browser to return to the Program record.
  9. Click on the record listed in the Benefits related list to open it.
  10. Confirm that you can see the records the user created in the Benefit Assignment and Benefit Schedules related lists.
  11. Click on the record in the Benefit Schedules related list to open it.
  12. Confirm that you can see the records the user created in the Benefit Sessions and Benefit Schedule Assignments related lists.
  13. Click on one of the records in the Benefit Sessions related list to open it.
  14. Click on the Disbursements tab.
  15. Confirm that you can see the Benefit Disbursement records the user created.
3. Steps for FUND USER
  1. Click on the 9-dot app launcher icon in the upper left corner of the screen.
  2. Search for and select Programs
  3. Confirm that you cannot see Programs.
  4. Repeat by search for Program Cohorts, Benefits, Benefit Schedules, Benefit Sessions, Benefit Assignments, and Benefit Disbursements.
  5. Confirm you cannot see any any those objects.
4. Results: A Program and related records (Program Cohorts, Benefits, Benefit Schedules, Benefit Sessions, Benefit Assignments, and Benefit Disbursements) created by a program user are visible/accessible by other program users and BTH USA users, but not by fund users.
Record created by BTH USA User
1. Steps for BTH USA USER
  1. Navigate to the Programs tab.
  2. Press the New button.
  3. Fill in the following fields:
    1. Name
    2. Affiliate – search for and select “BTH – Chicago”
    3. Start Date
  4. Press Save. You will be navigated to the newly created Program record.
  5. Press the New button in the Benefits related list.
  6. Fill in the following fields:
    1. Benefit Name
    2. Benefit Type – search for and select the Benefit Type record you created earlier
    3. Unit of Measure – search for and select “Session”
    4. Active – check the box
  7. Press Save.
  8. Click on the hyperlink in the Benefits related list to open the record.
  9. Press the New Benefit Schedule in the upper right corner of the screen.
  10. Fill in the following fields:
    1. Name
    2. Benefit Quantity – set to 1
    3. First Session Date – set to today’s date
    4. Session Start Time
    5. Session End Time
    6. Session Recurrence Frequency – set to “Weekly”
    7. Select at least one day of the week
    8. Benefit Schedule Ends – select “After”
    9. Number of Sessions – set to 10
  11. Press Next
  12. Press Save.
  13. Click on the record listed in the Benefit Schedules related list to open it.
  14. Press the Add Participants button in the upper right corner of the screen.
  15. Change the Choose Participants from to “Accounts”
  16. Find and select at least one of the Student records you’ve created during this test.
  17. Press Save.
  18. Click on the Programs tab.
  19. Find and select the Program you originally created during this test.
  20. Press the New button in the Program Cohorts related list.
  21. Fill in the following fields.
    1. Name
    2. Status – set to “Active”
  22. Press Save.
  23. Click on the record listed in the Program Cohorts related list to open it.
  24. Press the New button in the Program Cohort Members related list.
  25. In the Program Enrollment related list, find and select the Student record that you just added as a participant a few steps ago.
  26. Press Save.
2. Steps for BTH USA and PROGRAM USER 2
  1. Click on the Programs tab.
  2. Click the drop-down next to the listview name (most commonly defaults to “Recently Viewed”)
  3. Change the list to “All Programs”
  4. Find and select the Program record that the BTH USA user created.
  5. Confirm that you can see the records the user created in the Program Cohorts, Program Enrollments, and Benefits related list.
  6. Click on the record in the Program Cohorts related list to open it.
  7. Confirm that you can see the record the user created in the Program Cohort Members related list.
  8. Press the back button on your browser to return to the Program record.
  9. Click on the record listed in the Benefits related list to open it.
  10. Confirm that you can see the records the user created in the Benefit Assignment and Benefit Schedules related lists.
  11. Click on the record in the Benefit Schedules related list to open it.
  12. Confirm that you can see the records the user created in the Benefit Sessions and Benefit Schedule Assignments related lists.
  13. Click on one of the records in the Benefit Sessions related list to open it.
  14. Click on the Disbursements tab.
  15. Confirm that you can see the Benefit Disbursement records the user created.
3. Steps for FUND USER
  1. Click on the 9-dot app launcher icon in the upper left corner of the screen.
  2. Search for and select Programs
  3. Confirm that you cannot see Programs.
  4. Repeat by search for Program Cohorts, Benefits, Benefit Schedules, Benefit Sessions, Benefit Assignments, and Benefit Disbursements.
  5. Confirm you cannot see any any those objects.
4. Results: Program and related records (Program Cohorts, Benefits, Benefit Schedules, Benefit Sessions, Benefit Assignments, and Benefit Disbursements) created by a BTH USA user are visible/accessible by other program users, but not by fund users.

Review Dashboard and related Reports
1. Navigate to the Dashboards tab.
2. Click on All Folders in the left-side navigation column.
3. Select the Programming Operations Dashboards folder.
4. Open the Chicago Program Standards Dashboard.
5. You will be reviewing that the following widgets are visible, then reviewing their subsequent reports:
  1. Confirm that you can see the “Site Capacity” widget.
  2. Click on the blue hyperlink View Report (Site Capacity %) to open the report.
  3. Review the description listed under the title of the report as well as the structure of the report.
  4. Press the back button to return to the dashboard.
  5. Confirm that you can see the “Attendance Per Site Last Week” widget.
  6. Click on the blue hyperlink View Report (Attendance Per Site (Last Week)) to open the report.
  7. Review the description listed under the title of the report as well as the structure of the report.
  8. Press the back button to return to the dashboard.
  9. Confirm that you can see the “Count of Attendance Per Site Last Week” widget.
  10. Click on the blue hyperlink View Report (Percent Attendance Per Site Last Week) to open the report.
  11. Review the description listed under the title of the report as well as the structure of the report.
  12. Press the back button to return to the dashboard.
  13. Confirm that you can see the “Consecutive Years’ Enrollment” widget.
  14. Click on the blue hyperlink View Report (Consecutive Years’ Enrollment) to open the report.
  15. Review the description listed under the title of the report as well as the structure of the report.
  16. Press the back button to return to the dashboard.
  17. Confirm that you can see the “Student w/ Four Consecutive Years” widget.
  18. Click on the blue hyperlink View Report (Students w/ Four Consecutive Years) to open the report.
  19. Review the description listed under the title of the report as well as the structure of the report.
  20. Press the back button to return to the dashboard.
  21. Confirm that you can see the “Full Year Attendance Report” widget.
  22. Click on the blue hyperlink View Report (Full Year Attendance Report) to open the report.
  23. Review the description listed under the title of the report as well as the structure of the report.
  24. Press the back button to return to the dashboard.
  25. Confirm that you can see the “Average GPA per Affiliate & Site” widget.
  26. Click on the blue hyperlink View Report (Average GPA per Affiliate/Site) to open the report.
  27. Review the description listed under the title of the report as well as the structure of the report.
  28. Press the back button to return to the dashboard.
  29. Confirm that you can see the “Homework Sessions Last Week – #” widget.
  30. Click on the blue hyperlink View Report (Homework Sessions (Last Week)) to open the report.
  31. Review the description listed under the title of the report as well as the structure of the report.
  32. Press the back button to return to the dashboard.
  33. Confirm that you can see the “Homework Sessions Last Week (%)” widget.
  34. Click on the blue hyperlink View Report (Homework Sessions (Last Week)) to open the report.
  35. Review the description listed under the title of the report as well as the structure of the report.
  36. Press the back button to return to the dashboard.
  37. Confirm that you can see the “Home Visits This Year” widget.
  38. Click on the blue hyperlink View Report (Home Visits This Year) to open the report.
  39. Review the description listed under the title of the report as well as the structure of the report.
  40. Press the back button to return to the dashboard.
  41. Confirm that you can see the “School Visits This Year” widget.
  42. Click on the blue hyperlink View Report (School Visits This Year) to open the report.
  43. Review the description listed under the title of the report as well as the structure of the report.
  44. Press the back button to return to the dashboard.
  45. Confirm that you can see the “% Students Received Dental Screening This Year” widget.
  46. Click on the blue hyperlink View Report (Recipients of Dental Screening This Year) to open the report.
  47. Review the description listed under the title of the report as well as the structure of the report.
  48. Press the back button to return to the dashboard.
  49. Confirm that you can see the “% Students Received Vision Screening This Year” widget.
  50. Click on the blue hyperlink View Report (Recipients of Vision Screening This Year) to open the report.
  51. Review the description listed under the title of the report as well as the structure of the report.
  52. Press the back button to return to the dashboard.
  53. Confirm that you can see the “% Students Who Have Received Bibles” widget.
  54. Click on the blue hyperlink View Report (Students with/without Bibles) to open the report.
  55. Review the description listed under the title of the report as well as the structure of the report.
  56. Press the back button to return to the dashboard.
  57. Confirm that you can see the “Middle School Spiritual Dev Check-ins” widget.
  58. Click on the blue hyperlink View Report (Middle School Spiritual Dev Checkins) to open the report.
  59. Review the description listed under the title of the report as well as the structure of the report.
  60. Press the back button to return to the dashboard.
6. Results: I can see a dashboard and related reports that measure Chicago’s performance against the BTH Standards of Excellence.

Review Dashboard and related Reports
1. Navigate to the Dashboards tab.
2. Click on All Folders in the left-side navigation column.
3. Select the Programming Operations Dashboards folder.
4. Open the Site Operations Dashboard.
5. You will be reviewing that the following widgets are visible, then reviewing their subsequent reports:
  1. Confirm that you can see the “This Weeks Attendance by Cohort” widget.
  2. Click on the blue hyperlink View Report (This Weeks Attendance by Cohort/Student) to open the report.
  3. Review the description listed under the title of the report as well as the structure of the report.
  4. Press the back button to return to the dashboard.
  5. Confirm that you can see the “Today’s Total Absents” widget.
  6. Click on the blue hyperlink View Report (Todays Absents by Cohort/Student) to open the report.
  7. Review the description listed under the title of the report as well as the structure of the report.
  8. Press the back button to return to the dashboard.
  9. Confirm that you can see the “Program Enrollment to Capacity” widget.
  10. Click on the blue hyperlink View Report (Weekly Program Enrollment to Capacity) to open the report.
  11. Review the description listed under the title of the report as well as the structure of the report.
  12. Press the back button to return to the dashboard.
  13. Confirm that you can see the “Attendance by Cohort” widget.
  14. Click on the blue hyperlink View Report (Weekly Attendance by Cohort) to open the report.
  15. Review the description listed under the title of the report as well as the structure of the report.
  16. Press the back button to return to the dashboard.
  17. Confirm that you can see the “Attendance by Student” widget.
  18. Click on the blue hyperlink View Report (Weekly Attendance by Student) to open the report.
  19. Review the description listed under the title of the report as well as the structure of the report.
  20. Press the back button to return to the dashboard.
  21. Confirm that you can see the “This Years Incidents by Site” widget.
  22. Click on the blue hyperlink View Report (This Year Incidents by Site) to open the report.
  23. Review the description listed under the title of the report as well as the structure of the report.
  24. Press the back button to return to the dashboard.
  25. Confirm that you can see the “This/Last Year Incidents by Site” widget.
  26. Click on the blue hyperlink View Report (This/Last Year Incidents by Site) to open the report.
  27. Review the description listed under the title of the report as well as the structure of the report.
  28. Press the back button to return to the dashboard.
  29. Confirm that you can see the “Average GPA by Cohort/Student” widget.
  30. Click on the blue hyperlink View Report (GPA by Cohort/Student/Quarter) to open the report.
  31. Review the description listed under the title of the report as well as the structure of the report.
  32. Press the back button to return to the dashboard.
  33. Confirm that you can see the “Interventions by Student” widget.
  34. Click on the blue hyperlink View Report (Interventions by Student/Status) to open the report.
  35. Review the description listed under the title of the report as well as the structure of the report.
  36. Press the back button to return to the dashboard.
  37. Confirm that you can see the “Proactive Plans by Student” widget.
  38. Click on the blue hyperlink View Report (Proactive Plans by Student/Status) to open the report.
  39. Review the description listed under the title of the report as well as the structure of the report.
  40. Press the back button to return to the dashboard.
  41. Confirm that you can see the “Activity Needed This Week” widget.
  42. Click on the blue hyperlink View Report (Proactive Plans Need Activity This Week) to open the report.
  43. Review the description listed under the title of the report as well as the structure of the report.
  44. Press the back button to return to the dashboard.
  45. Confirm that you can see the “Life Events by Cohort/Student” widget.
  46. Click on the blue hyperlink View Report (Life Events by Cohort/Student) to open the report.
  47. Review the description listed under the title of the report as well as the structure of the report.
  48. Press the back button to return to the dashboard.
  49. Confirm that you can see the “Life Events by Student/Event” widget.
  50. Click on the blue hyperlink View Report (Life Events by Cohort/Student) to open the report.
  51. Review the description listed under the title of the report as well as the structure of the report.
  52. Press the back button to return to the dashboard.
  53. Confirm that you can see the “Activities by Cohort/Student” widget.
  54. Click on the blue hyperlink View Report (Activities by Cohort/Student) to open the report.
  55. Review the description listed under the title of the report as well as the structure of the report.
  56. Press the back button to return to the dashboard.
6. Results: I can see a dashboard and the related reports that show the various forms of engagement for students grouped by Site and/or Cohort.

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