Getting Started
A quick orientation to the QA Hub and how to use each resource effectively.
How to Use This Hub
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1Explore Modules Start with the Overview tab to see all available QA modules. Click any module card to dive into its deliverables.
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2Read the Testing Playbook The Playbook is your coach — it combines business context, system workflows, test strategy, business rules, and regression checklists all in one place. Start here to understand why the system works the way it does.
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3Execute E2E Test Scripts The Test Scripts are your exam — step-by-step instructions with checkpoints, tips, troubleshooting, and pass/fail checklists designed for testers at any experience level.
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4Cross-Check with Jira Reconciliation The Reconciliation Report is your audit — see what's been confirmed, amended, or is undocumented. Use this for release planning and gap analysis.
When to Use What
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🎓Onboarding a new tester? Start with the Testing Playbook's "The Business" section, then move to the E2E Test Scripts with their built-in guidance.
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🧪Running regression tests? Go straight to the E2E Test Scripts. Use the Playbook's Regression Checklists to identify which tests to prioritize.
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📋Preparing for a demo or sprint review? The Testing Playbook's Business Rules section gives you the "gotchas" and edge cases to watch for during live walkthroughs.
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🔍Planning a release? Check the Jira Reconciliation Report for undocumented items and amended requirements that might need re-testing.
Module Overview
Select a module to explore its QA resources, or use the tabs above to jump directly to any module.
Events
Complete coverage of event creation, registration, ticketing, and all related workflows and integrations.
Membership & Dues
Dues year setup, invoicing, payments, renewal processing, audits, and member communication workflows.
Notes & Actions
Internal communication, action assignment, checklists, dashboard notifications, and admin configuration for staff workflows.
Contacts
Company & individual BREAD, portal self-service, contact types, trade codes, business designations, and data quality audits.
Prospects
Prospect tracking, browse & search, Excel exports, PDF info sheets, sort options, company fields, BEAM Club, and admin permissions.
Groups & Committees
Committee & group BREAD, member management, meeting management, classifications, year-over-year copy, reporting, and contact integration.
Programs & Services
AQC accreditation, STEP safety, Beam Club referrals, Start-Up Contractor, 15-for-12 prorate, Find-a-Contractor, and national data sync.
PAC
Political Action Committee contribution tracking, chapter fundraising, dues integration, individual/company profiles, and national summary.
Directories, Proofs & Trades
Annual directory verification, trade code management, 12 report types, email generation, memo management, preference sets, and portal verification.
Referrals
Company referral creation, trade code criteria selection, list generation, PDF/Excel/Email outputs, and company profile tracking in chapter site and portal.
Marketing & Communications
Contact list builder, Constant Contact sync, ME Score integration, text messaging via Twilio, and browse export functionality.
Education
Course & curriculum management, student/instructor profiles, enrollment, attendance/grades, financial operations, 3 portal experiences, OJT, correspondence & company-led training.
Partnership Packages
Customizable sponsorship packages bundling event tickets, marketing opportunities, and flex credits for partner redemption.
ME Reporting
Point-based engagement scoring with configurable standard & custom criteria, ME classifications, and company/individual report output.
Global Functionality
User management, permissions, lookup tables, email sub-system, system defaults, and audits/change history across 6 subsystems.
Cross-Module Integration
Dependency matrix, 20 critical integration seams, 20 end-to-end scenarios, and data flow architecture across all 15 modules.
Infrastructure & Operations
Chapter import pipeline, external integrations (Wells Fargo, CC, Twilio, Sage), portal architecture, and QA automation framework.
Events Module QA Resources
43 junior-friendly E2E tests, comprehensive testing playbook with business context, and Jira audit coverage.
Testing Playbook
Your complete guide — business context, system workflows, QA callouts, test strategy, business rules, regression checklists, and environment setup all in one place.
E2E Test Scripts
8 end-to-end test flows with 26 test cases. Interactive checkboxes, inline expected results, pass/fail tracking, bug risk areas, and progress counters per flow.
Jira Reconciliation
Confluence vs Jira audit: 67 confirmed (69.1%), 18 amended (18.6%), 12 undocumented (12.4%). Use for release planning and gap analysis.
Membership & Dues Module QA Resources
38 junior-friendly E2E tests, comprehensive testing playbook with business context, and Jira audit coverage.
Testing Playbook
Your complete guide — business context, annual dues cycle, system workflows, QA callouts, test strategy, 50+ business rules, regression checklists, and environment setup.
E2E Test Scripts
10 end-to-end test flows with 25 test cases. Interactive checkboxes, inline expected results, pass/fail tracking, bug risk areas, and progress counters per flow.
Jira Reconciliation
Confluence vs Jira audit: ~86 confirmed (63.2%), 28 amended (20.6%), 22 undocumented (16.2%). Use for release planning and gap analysis.
Contacts Module QA Resources
28 E2E test cases across 10 flows, comprehensive testing playbook covering admin & portal, and Jira reconciliation with 100 tickets analyzed.
Testing Playbook
Your complete guide — company & individual workflows, portal self-service, permission models, lookup table governance, 31 audit criteria, and regression checklists.
E2E Test Scripts
10 end-to-end test flows with 28 test cases. Covers admin BREAD, portal auth, company profile, individuals, trade codes, designations, audits, and edge cases.
Jira Reconciliation
Confluence vs Jira audit: 61 confirmed (61.0%), 17 amended (17.0%), 22 undocumented (22.0%). Use for release planning and gap analysis.
Notes & Actions Module QA Resources
24 E2E test cases across 8 flows, comprehensive testing playbook covering notes, actions, checklists & admin, and Jira reconciliation with 65 tickets analyzed.
Testing Playbook
Your complete guide — notes & actions workflows, permissions model, completion behavior, dashboard/notifications, admin config, and regression checklists.
E2E Test Scripts
8 end-to-end test flows with 24 test cases. Covers note/action CRUD, global operations, checklists, browse/filter, dashboard, admin, and permissions.
Jira Reconciliation
Confluence vs Jira audit: 38 confirmed (58.5%), 12 amended (18.5%), 15 undocumented (23.1%). Use for release planning and gap analysis.
Prospects Module QA Resources
21 junior-friendly E2E tests, comprehensive testing playbook with business context, and Jira audit coverage.
Testing Playbook
Deep-dive into prospect tracking business context — browse screen, Excel exports, PDF info sheets, BEAM Club, field mapping, and admin permissions explained for QA testers.
E2E Test Scripts
7 flows with 21 test cases covering browse & search, Excel exports, sort options, PDF info sheets, company fields, BEAM Club, and permissions & admin.
Jira Reconciliation
Confluence vs Jira audit: 32 confirmed (53.3%), 10 amended (16.7%), 18 undocumented (30.0%). Use for release planning and gap analysis.
Groups & Committees Module QA Resources
30 junior-friendly E2E tests, comprehensive testing playbook with business context, and Jira audit coverage.
Testing Playbook
Deep-dive into committees vs groups business context — BREAD operations, member management, meeting management, classifications, year-over-year copy, reporting, and permissions explained for QA testers.
E2E Test Scripts
8 flows with 30 test cases covering groups BREAD, group member management, committees BREAD, committee member management, attendance & meetings, classifications & notes, reporting, and permissions.
Jira Reconciliation
Confluence vs Jira audit: 34 confirmed (33.7%), 10 amended (9.9%), 57 undocumented (56.4%). 101 total tickets analyzed for release planning and gap analysis.
Programs & Services Module QA Resources
24 junior-friendly E2E tests across 7 sub-programs, comprehensive testing playbook with business context, and Jira audit coverage.
Testing Playbook
Deep-dive into 7 specialty programs — AQC accreditation, STEP safety, Beam Club referrals, Start-Up Contractor dues, 15-for-12 prorate, Find-a-Contractor, and national data sync explained for QA testers.
E2E Test Scripts
7 flows with 24 test cases covering AQC sync & display, STEP reporting & exports, Beam Club sponsor management & awards, Start-Up Contractor dues, 15-for-12 invoicing, and cross-program integration.
Jira Reconciliation
Confluence vs Jira audit: 37 confirmed (45.1%), 10 amended (12.2%), 35 undocumented (42.7%). 82 total tickets across all sub-programs.
PAC Module QA Resources
22 junior-friendly E2E tests, comprehensive testing playbook with business context, and Jira audit coverage.
Testing Playbook
Deep-dive into PAC business context — three collection methods, contribution entry, profile integration, chapter settings, and political fundraising compliance.
E2E Test Scripts
22 test cases across 6 flows covering navigation, individual search, contribution entry, history, profile tabs, and chapter settings.
Jira Reconciliation
20 Jira tickets reconciled against 10 Confluence line items — strong alignment with focused bug patterns in permissions and data mapping.
Directories, Proofs & Trades Module QA Resources
32 junior-friendly E2E tests across 9 flows, comprehensive testing playbook with business context, and Jira audit coverage for the largest CHAD2 specification (62 line items).
Testing Playbook
Deep-dive into DPT business context — verification lifecycle, 6 interface sections, trade code management, 12 report types, email workflows, and portal integration.
E2E Test Scripts
32 test cases across 9 flows covering navigation, settings, filtering, trade codes, demographics, report generation, email workflows, and portal integration.
Jira Reconciliation
20 Jira tickets reconciled against 62 Confluence line items — highest confirmation rate (80%) of any module with comprehensive coverage across all sections.
Referrals Module QA Resources
24 junior-friendly E2E tests across 7 flows, comprehensive testing playbook with business context, and Jira audit coverage for the company referral creation system.
Testing Playbook
Deep-dive into Referrals business context — 4-step creation workflow, trade code criteria, output options, company profile tracking, and portal integration.
E2E Test Scripts
24 test cases across 7 flows covering navigation, request details, criteria selection, list generation, output options, and company profile tracking.
Jira Reconciliation
48 Jira tickets reconciled against 7 active Confluence line items — all lines covered with extensive QA-driven bug discovery across all 4 creation steps.
Marketing & Communications Module QA Resources
28 junior-friendly E2E tests across 8 flows, comprehensive testing playbook with business context, and Jira audit coverage for contact list management, Constant Contact sync, ME Score integration, and text messaging.
Testing Playbook
Deep-dive into M&C business context — contact list builder with 4 data sources, Constant Contact integration, ME Score lists, Twilio SMS, and browse export workflows.
E2E Test Scripts
28 test cases across 8 flows covering navigation, list building, browse management, CC integration, sync reports, ME Score lists, SMS/Twilio, and browse exports.
Jira Reconciliation
51 Jira tickets reconciled against 19 Confluence line items across 3 pages — covering contact lists, CC integration, ME Score, SMS/Twilio, and browse exports.
Education Module QA Resources
47 junior-friendly E2E tests across 12 flows, comprehensive testing playbook with business context, and Jira audit coverage for the largest module in CHAD2 — covering admin setup, profiles, courses, enrollment, attendance/grades, financial ops, 3 portal experiences, and specialized training programs.
Testing Playbook
Deep-dive into Education business context — 8 sub-systems covering admin setup, instructor/student profiles, course management, enrollment, attendance/grades/performance, financial operations, portal experiences, and specialized programs.
E2E Test Scripts
47 test cases across 12 flows covering admin setup, crafts/locations, instructor/student profiles, courses, enrollment, attendance/grades, financial ops, instructor/student/company portals, and specialized programs.
Jira Reconciliation
89 Jira tickets reconciled against ~90 Confluence line items across 8 pages — covering all sub-systems with strong spec alignment and ongoing development tracking.
Partnership Packages Module QA Resources
16 junior-friendly E2E tests across 5 flows, comprehensive testing playbook with business context, and Jira audit coverage for sponsorship package management, event tickets, marketing opportunities, and flex credits.
Testing Playbook
Business context, glossary, test strategy, and scenario thinking for sponsorship packages with event tickets, marketing opportunities, and flex credits.
E2E Test Scripts
16 test cases across 5 flows covering navigation, package CRUD, component configuration, event registration integration, and flex credit application.
Jira Reconciliation
9 Jira tickets reconciled against 9 Confluence line items — all Draft epics/themes with 0 confirmed, indicating early development stage needing story decomposition.
Member Engagement Reporting Module QA Resources
22 junior-friendly E2E tests across 7 flows, comprehensive testing playbook with business context, and Jira audit coverage for point-based engagement scoring, standard/custom criteria, ME classifications, and company/individual report output.
Testing Playbook
Business context, glossary, test strategy, and scenario thinking for point-based engagement scoring with 17 standard criteria, custom criteria, and ME classifications.
E2E Test Scripts
22 test cases across 7 flows covering navigation, report configuration, standard/chapter-specific criteria, ME classification integration, and company/individual report output.
Jira Reconciliation
29 Jira tickets reconciled against 16 Confluence line items across 2 pages — strong 55.2% confirmation rate with all scope changes fully decomposed into stories.
Global Functionality Module QA Resources
28 junior-friendly E2E tests across 8 flows, comprehensive testing playbook with business context, and Jira audit coverage for user management, permissions, lookup tables, email sub-system, system defaults, and audits/change history.
Testing Playbook
Business context, glossary, and scenario thinking for 6 cross-cutting subsystems — users, permissions, lookup tables, emails, defaults, and audits.
E2E Test Scripts
28 test cases across 8 flows covering user CRUD, security, permissions management, lookup tables, audits, email templates, system defaults, and cross-cutting concerns.
Jira Reconciliation
78 Jira tickets reconciled against ~55 Confluence line items across 6 pages — covering users, permissions, lookup tables, emails, defaults, and audits.
Cross-Module Integration Map
How all 15 CHAD2 modules connect, share data, and create QA risk — a comprehensive integration analysis with 20 critical seams, 20 end-to-end scenarios, and data flow architecture.
Integration Map
Module dependency matrix, 20 critical integration seams with QA risks, 20 end-to-end cross-module test scenarios, data flow architecture, and Global Functionality touchpoints.
Infrastructure & Operations
The technical backbone of CHAD2 — chapter import pipeline, external integrations, portal architecture, and QA automation framework. 344 Jira tickets across 4 operational domains.
Infrastructure Reference
Chapter import pipeline (100 tickets), external integrations — Wells Fargo, Constant Contact, Sage, Twilio, National SQL (51 tickets), portal & auth (100 tickets), and QA testing framework (93 tickets).