--- title: "Steps to Test" description: "Steps to Test Log into the Full Sandbox URL: https://bythehand--full.sandbox.my.salesforce.com/ NOTE: Reminder that your username will end with .FULL Steps to Verify Student Data Use the App Launcher..." url: https://bookwi.se/stesps/ date: 2024-09-17 modified: 2025-09-17 author: "Adam Shields" categories: ["Uncategorized"] type: post lang: en --- # Steps to Test Steps to Test 1. Log into the Full Sandbox 2. URL: [https://bythehand--full.sandbox.my.salesforce.com/](https://bythehand--full.sandbox.my.salesforce.com/) 1. **NOTE: **Reminder that your username will end with .FULL 3. 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. 1. Log into the Full Sandbox 2. URL: [https://bythehand--full.sandbox.my.salesforce.com/](https://bythehand--full.sandbox.my.salesforce.com/) 1. **NOTE: **Reminder that your username will end with .FULL 3. 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. 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. 1. Log into the Full Sandbox 2. URL: [https://bythehand--full.sandbox.my.salesforce.com/](https://bythehand--full.sandbox.my.salesforce.com/) 1. **NOTE: **Reminder that your username will end with .FULL 3. 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. 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. 1. Log into the Full Sandbox 2. URL: [https://bythehand--full.sandbox.my.salesforce.com/](https://bythehand--full.sandbox.my.salesforce.com/) 1. **NOTE: **Reminder that your username will end with .FULL 3. 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. 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. 1. Log into the Full Sandbox 2. URL: [https://bythehand--full.sandbox.my.salesforce.com/](https://bythehand--full.sandbox.my.salesforce.com/) 1. **NOTE: **Reminder that your username will end with .FULL 3. 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 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.   1. Log into the Full Sandbox 2. URL: [https://bythehand--full.sandbox.my.salesforce.com/](https://bythehand--full.sandbox.my.salesforce.com/) 1. **NOTE: **Reminder that your username will end with .FULL 3. 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** 4. 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 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.   1. Log into the Full Sandbox 2. URL: [https://bythehand--full.sandbox.my.salesforce.com/](https://bythehand--full.sandbox.my.salesforce.com/) 1. **NOTE: **Reminder that your username will end with .FULL 3. 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** 4. 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 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.   1. Log into the Full Sandbox 2. URL: [https://bythehand--full.sandbox.my.salesforce.com/](https://bythehand--full.sandbox.my.salesforce.com/) 1. **NOTE: **Reminder that your username will end with .FULL 3. 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** 4. 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 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.     1. Log into the Full Sandbox 2. URL: [https://bythehand--full.sandbox.my.salesforce.com/](https://bythehand--full.sandbox.my.salesforce.com/) 1. **NOTE: **Reminder that your username will end with .FULL 3. 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** 4. 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 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.     1. Log into the Full Sandbox 2. URL: [https://bythehand--full.sandbox.my.salesforce.com/](https://bythehand--full.sandbox.my.salesforce.com/) 1. **NOTE: **Reminder that your username will end with .FULL 3. 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** 4. 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 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.     1. Log into the Full Sandbox 2. URL: [https://bythehand--full.sandbox.my.salesforce.com/](https://bythehand--full.sandbox.my.salesforce.com/) 1. **NOTE: **Reminder that your username will end with .FULL 3. 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** 4. 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 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.     1. Log into the Full Sandbox 2. URL: [https://bythehand--full.sandbox.my.salesforce.com/](https://bythehand--full.sandbox.my.salesforce.com/) 1. **NOTE: **Reminder that your username will end with .FULL 3. Steps to Verify **Event **Data 4. 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 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.     1. Log into the Full Sandbox 2. URL: [https://bythehand--full.sandbox.my.salesforce.com/](https://bythehand--full.sandbox.my.salesforce.com/) 1. **NOTE: **Reminder that your username will end with .FULL 3. Steps to Verify **Task **Data 4. 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 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.   1. Log into the Full Sandbox 2. URL: [https://bythehand--full.sandbox.my.salesforce.com/](https://bythehand--full.sandbox.my.salesforce.com/) 1. **NOTE: **Reminder that your username will end with .FULL 3. Steps to Verify **Notes **Data 4. 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 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.     1. Log into the Full Sandbox 2. URL: [https://bythehand--full.sandbox.my.salesforce.com/](https://bythehand--full.sandbox.my.salesforce.com/) 1. **NOTE: **Reminder that your username will end with .FULL 3. 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. 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.     1. Log into the Full Sandbox 2. URL: [https://bythehand--full.sandbox.my.salesforce.com/](https://bythehand--full.sandbox.my.salesforce.com/) 1. **NOTE: **Reminder that your username will end with .FULL 3. 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. 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.     1. Log into the Full Sandbox 2. URL: [https://bythehand--full.sandbox.my.salesforce.com/](https://bythehand--full.sandbox.my.salesforce.com/) 1. **NOTE: **Reminder that your username will end with .FULL 3. 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. 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.     1. Log into the Full Sandbox 2. URL: [https://bythehand--full.sandbox.my.salesforce.com/](https://bythehand--full.sandbox.my.salesforce.com/) 1. **NOTE: **Reminder that your username will end with .FULL 3. 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. 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. 1. Log into the Full Sandbox 2. URL: [https://bythehand--full.sandbox.my.salesforce.com/](https://bythehand--full.sandbox.my.salesforce.com/) 1. **NOTE: **Reminder that your username will end with .FULL 3. 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. 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.   1. Log into the Full Sandbox 2. URL: [https://bythehand--full.sandbox.my.salesforce.com/](https://bythehand--full.sandbox.my.salesforce.com/) 1. **NOTE: **Reminder that your username will end with .FULL 3. 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. 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.   1. Log into the Full Sandbox 2. URL: [https://bythehand--full.sandbox.my.salesforce.com/](https://bythehand--full.sandbox.my.salesforce.com/) 1. **NOTE: **Reminder that your username will end with .FULL 3. 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. 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.     1. Log into the Full Sandbox 2. URL: [https://bythehand--full.sandbox.my.salesforce.com/](https://bythehand--full.sandbox.my.salesforce.com/) 1. **NOTE: **Reminder that your username will end with .FULL 3. 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. 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.     1. Log into the Full Sandbox 2. URL: [https://bythehand--full.sandbox.my.salesforce.com/](https://bythehand--full.sandbox.my.salesforce.com/) 1. **NOTE: **Reminder that your username will end with .FULL 3. 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. 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.     1. Log into the Full Sandbox 2. URL: [https://bythehand--full.sandbox.my.salesforce.com/](https://bythehand--full.sandbox.my.salesforce.com/) 1. **NOTE: **Reminder that your username will end with .FULL 3. 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. 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.     1. Log into the Full Sandbox 2. URL: [https://bythehand--full.sandbox.my.salesforce.com/](https://bythehand--full.sandbox.my.salesforce.com/) 1. **NOTE: **Reminder that your username will end with .FULL 3. 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 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.     1. Log into the Full Sandbox 2. URL: [https://bythehand--full.sandbox.my.salesforce.com/](https://bythehand--full.sandbox.my.salesforce.com/) 1. **NOTE: **Reminder that your username will end with .FULL 3. 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. 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.     1. Log into the Full Sandbox 2. URL: [https://bythehand--full.sandbox.my.salesforce.com/](https://bythehand--full.sandbox.my.salesforce.com/) 1. **NOTE: **Reminder that your username will end with .FULL 3. 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. 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.     1. Log into the Full Sandbox 2. URL: [https://bythehand--full.sandbox.my.salesforce.com/](https://bythehand--full.sandbox.my.salesforce.com/) 1. **NOTE: **Reminder that your username will end with .FULL 3. 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. 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.     1. Log into the Full Sandbox 2. URL: [https://bythehand--full.sandbox.my.salesforce.com/](https://bythehand--full.sandbox.my.salesforce.com/) 1. **NOTE: **Reminder that your username will end with .FULL 3. 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. 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.       1. 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.* 2. 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 "+" 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.* **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.**   1. 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.* 2. 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.* 3. 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* 4. 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.* **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.**   1. 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 Leve**l 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 "+" 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 **Sav**e 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.* 2. 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.* **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.**   1. 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* 2. 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.* 3. 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* **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.**   1. 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 **Nex**t 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 "+" 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.* 2. 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.* 3. 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.* 4. 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 " - Gift Commitment for " 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.* **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.**   1. 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.* 2. 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.* 3. Tasks and Events on Opportunities for Fundraising Users 1. Navigate to the** Opportunities tab**. 2. Press the **New** button. 3. Select the **Major Gif**t radio button. 4. Press **Nex**t. 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.* 4. 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.* 5. 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.* **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.**   1. 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.* 2. 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.* 3. 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.* 4. 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* 5. 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.* **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.**   1. 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.* 2. 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 "+" 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.* **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.**   1. 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.* 2. 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.* **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.**   1. 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 "+" 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**. 2. 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)**. 3. ***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).   1. 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 "+" 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.* 2. 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 "+" 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.* **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.**   1. 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.* **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.**     1. 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.* 2. 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.* 3. 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.* 4. 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.* **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.**   1. 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.*   **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.** **Testing General Gift Acknowledgments (Photo and Variable Stories)** 1. 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 2. **Access Apsona:** 1. From any Salesforce app, click on the **App Launcher**. 2. Type Apsona and select it (ensure you have a license). 3. **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. 4. **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 Transactio**n 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 5. **Run the Report:** 1. Click **Run** on the Gift Transactions to Acknowledge report. 2. Note the gifts that need to be acknowledged. 6. **Initiate Merge Mail:** 1. Click **Merge/ Mail**. 7. **Select Merge Action (Choose one for testing):** 8. **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** 9. Verify the following: 10. 11. Email template to use is the one selected 12. Email address field is accurate 13. Sender is set to Default - current user's name and email 14. Reply to is [info@bythehand.org](mailto: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) 15. **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"). 16. **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**. 17. **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. 18. 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** 1. 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 2. **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**. 3. **Access Apsona:** 1. From any Salesforce app, click on the **App Launcher**. 2. Type Apsona and select it (ensure you have a license). 4. **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. 5. **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 Transactio**n 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 6. **Run the Report:** 1. Click **Run** on the Stock Gifts to Acknowledge report. 2. Confirm your test stock gift appears. 7. **Initiate Merge Mail: ** 1. Click **Merge/ Mail**. 8. **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** 9. **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**. 10. **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.   **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.** 1. 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 2. **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. 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** 2. **Access Apsona:** 1. From any Salesforce app, click on the **App Launcher**. 2. Type Apsona and select it (ensure you have a license). 3. **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. 4. **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 5. **Run the Report:** 1. Click **Run** on the Tributes to Acknowledge report. 2. Confirm your test tribute appears. 6. **Initiate Merge Mail:** 1. Click **Merge Mail**. 7. **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](mailto: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 1. **Notification Date** is set to **Current date & time** 2. **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** 8. **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**. 9. **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. **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.** 1. 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 2. **Access Apsona:** 1. From any Salesforce app, click on the **App Launcher**. 2. Type Apsona and select it (ensure you have a license). 3. **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. 4. **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. 5. **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. 6. **Initiate Merge Mail:** 1. Click **Merge/Mail** button. 7. **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](mailto: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) 8. **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** 9. **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**. 10. **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. **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.**   1. 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.* **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.**   1. 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** Opportunit**y 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.* 2. 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"* 3. 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 Commitment**s 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.* 4. 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* **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.**   1. 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 **Sav**e 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.* 2. 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.* **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.**   **Gift Type = Grant** 1. 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**. 2. 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**: “ - Gift Commitment for ” 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. 3. 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 ta**b. 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) 4. 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**. 5. ***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** 1. 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 Sourc**e - 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. 2. 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**: “ - Gift Commitment for ” 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. 3. 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). 4. 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**. 5. ***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** 1. 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**. 2. 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**: “ - Gift Commitment for ” 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. 3. 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). 4. 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**. 5. ***Result****: I can track a Major Gift from the solicitation process (Opportunity), to the pledge/agreement (Gift Commitment), to the receipt (Gift Transaction).* **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.** 1. 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 "+" 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.* 2. 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.* 3. 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 1. 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.* 2. 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.* 3. 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.* **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.**     1. 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* 2. 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* **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.** 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     1. 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.* 2. 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.* 3. 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.* 1. Click on the **Gift Commitments tab**. 2. Press the **New** button. 3. Fill in as many fields as required, at minimum filling out the following: 4. **Donor** - search for and select any Donor record. 5. **Name** 6. **Status** - set to “Active” 7. Press **Save**. You will be navigated to the newly created Gift Commitment record. 8. Click the **Manage Gift Commitment Schedules** button. 9. 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. 10. Set a value for the **Gift Transaction Amount**. 11. 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.* 1. Click on the **Gift Batch tab**. 2. Press the **New** button. 3. 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. 4. Press **Save**. You will be brought to the newly created **Gift Batch **record. 5. Click the **New Gift Entry** button. 6. Set **Gift Type** to “Individual.” 7. In the **Donor** field, search for and select the donor record you selected when creating the **Gift Commitment**. 8. Set the **Gift Received Date** field to today. 9. Confirm that you can see the **Gift Commitment** you just created in the **Matching Gift Commitments** box. 10. Select the **Gift Commitment **by clicking the checkbox next to it. 11. 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**. 12. Set the **Payment Method** to “Cash.” 13. 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) 14. 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) 15. Press **Save**. 16. Close out of the pop-up. 17. Refresh the page. 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. 20. 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. 21. Wait a moment and then refresh the page. 22. Verify that you now see a value in the **Last Processed Date Time** field. 23. Click the **Process Batch** button. 24. Wait a moment then refresh the page. 25. Confirm that the **Status **field is set to “Processed.” 26. Scroll down and open up your first **Gift Entry** record by clicking the hyperlink in the Gift Entries related list. 27. Click on the hyperlink in the **Gift Transaction** field to open the newly created **Gift Transaction** record. 28. Confirm that the **Gift Commitment** field is populated with the name of the **Gift Commitment** that you created at the start of this test. 29. 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**. 30. 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. 31. ***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.* **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.** ***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.***   1. 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. S**tatus **- 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 Amoun**t = $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.* 2. 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. S**tatus **- 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 Amoun**t = 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.* **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.**   1. 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 "+" 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.* **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.**   **Contact Point Address Sync** 1. 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.* 2. 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* 3. 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** 1. 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.* 2. 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* 3. 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 "+" 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** 1. 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.* 2. 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* 3. 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* **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.**   1. 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.* 2. 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.* 3. 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.* 4. 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.* 5. 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.* 6. 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.* 7. 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.* 8. 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.* 9. 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.* 10. 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.* 11. 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.* **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.**   1. 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](https://docs.google.com/spreadsheets/d/1zR2eEfDCuda_uwdgDh2rrKMiPqato5h4/edit?gid=1112387361#gid=1112387361) 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* 2. 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.* **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.**   1. 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.* 2. 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 "+" 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.* **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.**   1. 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 "+" prior to the @ symbol. E.g. My email is [sara.rubeck@coastalcloud.us](mailto:sara.rubeck@coastalcloud.us), but I can do [sara.rubeck+flower@coastalcloud.us](mailto: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.* 2. 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.* 3. 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*. **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.** 1. 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 "+" 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.”* 2. 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* 1. Enter a One-Time Donation in Classy 1. Navigate to the [donation landing page](https://giving.classy.org/campaign/694223/donate) 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.* 2. 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. 1. Navigate to the [donation landing page](https://giving.classy.org/campaign/694223/donate) 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. 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 Schedule**s 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.*   1. 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.* 2. 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** 1. 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.* 2. Records created by BTH Chicago users 1. **Steps for Francesca:** 1. Navigate to the **Accounts ta**b. 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** 1. 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 Nam**e - 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.* 2. 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** 1. 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.* 2. 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** 1. 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 Amoun**t 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.* 2. 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 Amoun**t 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** 1. 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.* 2. 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** 1. 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.* 2. 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** 1. 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 Designatio**n 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 Designatio**n 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.* 2. 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 Designatio**n 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 Designatio**n 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** 1. 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.* 2. 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* 5.   1. **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.* 2. **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 Typ**e 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* 3. **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.* 4. **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* 1. **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.* 1. **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.* 2. **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 "+" prior to the @ symbol. E.g. My email is [sara.rubeck@coastalcloud.us](mailto:sara.rubeck@coastalcloud.us), but I can do [sara.rubeck+flower@coastalcloud.us](mailto: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.* 1. **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**. 2. C**reate 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**. 3. **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**. 4. **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.   1. **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.*     1. **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**. 2. **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 Enrollmen**t 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 Contac**t, **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.* 3. **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.* 4. **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.*   1. **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.* 2. **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** = (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.* 3. **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* 4. **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.* 5. **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.*     1. **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** = “Grades:” (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.* 2. **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.* 3. **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.* 4. **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.*   1. **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* 2. **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* 3. **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 - Daily Club " (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.* 4. **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.* 5. **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** - “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 : . 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.*   1. **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.* 2. **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.* 3. **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. Daily Club (Benefit Type: BTH - Chicago Club) 2. Homework (Benefit Type: BTH - Chicago Homework) 3. Dental Care (Benefit Type: BTH - Chicago Health Services) 4. Mental health (Benefit Type: BTH - Chicago Health Services) 5. Vision Care (Benefit Type: BTH - Chicago Health Services) 6. Academic Specialist (Benefit Type: BTH - Specialist Care) 7. Reading Specialist (Benefit Type: BTH - Specialist Care) 8. 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.*   1. **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.*   1. **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 - Reading Specialist " 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.*   1. **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 - Homework " 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.* 2. **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.* 3. **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.*   1. **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.* 2. **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.* 3. C**reate 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 - Academic Specialist " 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.* 4. **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.*   1. **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 - " 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. 2. **Create a Daily Club Benefit** 1. Press the **New** button in the **Benefits** related list. 2. Fill in the following fields: 1. **Name** = "CHI - Daily Club " (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**. 3. C**reate 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** - "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 wee**k - 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.** 4. **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**. 5. C**reate 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 - Homework " 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. **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 - Dental Care " 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** 7. **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). 8. **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. 9. ****WAIT UNTIL THE NEXT DAY FOR THE ROLLUPS TO CALCULATE**** 10. **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. 11. ***Results****: The enrollment and attendance of students is calculated nightly for both Programs and individual Benefits.*   1. **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.* 2. **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.* 3. **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 - Reading Specialist " 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.* 4. **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.*   1. **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.* 2. **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.* 3. **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 - Vision Care " 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. * 4. **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.*   1. **Create 5 new Student records** 1. Navigate to the **Accounts tab**. 2. Press the **New** button. 3. Select the **Student/Caregive**r 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. 2. **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. 3. **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 Enrollmen**t 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. 4. *****Once all data has been entered, wait for automation to run. The automation runs daily at 2:00 pm CT.***** 5. **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+   1. **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* 2. **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*   1. **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* 2. **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.* 3. **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.*   1. **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* 2. **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.* 3. **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.*   1. **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 Enrollmen**t 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.* 2. **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.* 3. **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.*   1. **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.* 2. **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.* 3. **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.** 4. ***Result****: the Case record status is updated to Complete*   1. **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* 2. **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* 3. **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* 4. **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* 5. **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* 6. **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* 7. **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* 8. **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* 9. **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* 10. **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* 11. ***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.* 12. ***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.*   1. **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.* 2. **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.*   1. **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.* 2. **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.* 1. **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.* 2. **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** 1. Record created by PROGRAM USER 1. **Steps for PROGRAM USER 1** 1. Navigate to the **Accounts ta**b. 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.* 2. Record created by BTH USA user 1. **Steps for BTH USA USER** 1. Navigate to the **Accounts ta**b. 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** 1. 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 r**elationship 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** 1. 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.* 2. 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** 1. 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** 3. 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.* 2. 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** 1. 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.* 2. 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.*   1. **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.*   1. **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.*