ABC Education Module — E2E Test Scripts

Admin Setup

Configuration

Module Management

TC-1.1 School Year & Semester Setup

Hybrid

M

Medium Difficulty

⏱

10 min

Preconditions

User has Education Admin Level 3 access
User is logged into CHAD2 platform
Navigation to Education → Education Admin is accessible

Test Steps

Step 1

Navigate to Education Admin → Academic Structure → School Year Management

School Year Management screen displays; current year shows with (default) label; list of existing years visible

Step 2

Click Create New School Year button

Modal appears with fields: Year Name, Start Date, End Date, Default Year checkbox

Step 3

Enter year name "2026-2027", start date 07/01/2026, end date 06/30/2027; do NOT check default

All fields populate correctly; validation accepts the entry

Step 4

Click Save; verify new year appears in list

New school year created and visible in School Year list; no (default) label shown

Step 5

Click Semester Configuration and enable semester usage via chapter setting

Semester settings screen appears; chapter staff can add/remove semesters and define start/end dates

Step 6

Add two semesters: "Fall 2026" (08/01/2026 - 12/15/2026) and "Spring 2027" (01/15/2027 - 06/30/2027)

Both semesters saved and visible in semester list with correct date ranges

Bug Risks

School year creation fails with validation error on valid dates
Default year designation not persisting after save
Cannot create school years with end dates before start dates
Semester overlap validation missing

Verify that school years cannot be modified if active courses exist. Test the year selector dropdown on browse screens to confirm default year is pre-selected.

ABC-3178

TC-1.2 Lookup Tables & Chapter Defaults

Hybrid

M

Medium Difficulty

⏱

8 min

Preconditions

User has Education Admin Level 3 access
User is logged into CHAD2 platform
Chapter Site Settings accessible

Test Steps

Step 1

Navigate to Chapter Settings → Education section

Education section appears in Chapter Settings with Lookup Tables and Default options

Step 2

Click Lookup Tables link filtered to Education module

Lookup Tables screen displays with Education-only tables: Attendance Types, Student Craft/Course Enrollment Options, Student Types, Level Notes, Assignment Types

Step 3

Verify Attendance Types show hard-coded options: Present, Absent, Excused, Late, Partial

All 5 attendance type options are visible and cannot be deleted; only enable/disable available

Step 4

Verify Student Enrollment Options: Enrolled, Completed, Withdrawn, Inactive (for both craft and course)

All 4 enrollment status options present for both Craft and Course enrollment tables

Step 5

Navigate to Chapter-Defined Defaults in Education section

Defaults screen shows Education section with dropdowns for Default Attendance Type and Default Student Type

Step 6

Select "Present" as default Attendance Type and "Apprentice" as default Student Type; save

Defaults saved successfully; values persist after page refresh

Bug Risks

Education lookup tables not filtered in global Lookup Tables screen
Hard-coded attendance types can be deleted or modified
Default values not persisting after save
Missing custom Student Types in dropdown

Verify that these defaults are used in enrollment and student profile creation flows. Test the impact of changing defaults mid-chapter-year.

ABC-3179 ABC-3180

TC-1.3 Module Management (Browse, Add Bulk, Edit, Delete)

Hybrid

M

Medium Difficulty

⏱

12 min

Preconditions

User has Education Admin Level 3 access
Craft "Electrical" already created in system
School year selected in context

Test Steps

Step 1

Navigate to Education Admin → Module Management → Browse Modules

Browse Modules screen displays with columns: Module ID, Name, Hours, Level, Craft, Edition, Status; filters for Craft, Level, Status, Edition, Search

Step 2

Filter by Craft="Electrical"; verify only Electrical modules display

List filtered to Electrical craft modules; count and details accurate

Step 3

Click Add Modules to open bulk creation interface

Bulk add modal opens with inline table, Craft Association field, Add Row/Remove Row buttons

Step 4

Add 3 modules: ID "ELC-101"/"Fundamentals"/40hrs/Core, "ELC-102"/"Safety"/8hrs/Level 1, "ELC-103"/"Wiring"/32hrs/Level 1

All rows populate correctly; Craft Association "Electrical" applies to all; validation passes

Step 5

Click Save All Modules

All 3 modules created; browse list updated; status shows "Active" by default

Step 6

Click Edit on module "ELC-102" and change hours to 10, add Edition "v2.0"

Edit modal opens with all current fields; changes save; version history available showing change timestamp

Step 7

Verify module "ELC-101" is assigned to course "Electrical Core 2026"; try to delete it

Delete is blocked with message "Module assigned to active course; cannot delete"; no confirmation dialog appears

Step 8

Create new unassigned module "ELC-999"/"Test"/5hrs and attempt delete

Delete confirmation dialog appears; upon confirmation, module is removed from list

Bug Risks

Module IDs can be duplicated within system
Bulk add allows negative or invalid hours values
Craft Association not applying to all rows in bulk add
Delete allowed on modules with active course assignments
Version history not tracking or displaying correctly

Test that modules with zero hours are allowed. Verify that NCCER edition updates are properly tracked. Test bulk add with 20+ modules for performance.

ABC-3181 ABC-3182 ABC-3183

TC-1.4 Work Process (OJT) Management

Hybrid

M

Medium Difficulty

⏱

10 min

Preconditions

User has Education Admin Level 3 access
Craft "Plumbing" already created in system
No active students with recorded OJT hours in target work processes

Test Steps

Step 1

Navigate to Education Admin → Work Process (OJT) Management

Browse Work Processes screen displays with columns: Work Process ID, Name, Required Hours, Craft, Status; filters for Craft, Status, Search

Step 2

Click Add Work Processes to open bulk creation interface

Bulk add modal opens with inline table, Craft Association single-select, Add Row/Remove Row buttons

Step 3

Add 2 work processes: "PLB-WP01"/"Piping Installation"/500hrs, "PLB-WP02"/"Repairs"/200hrs; select Craft "Plumbing"

Both rows populate; whole number hours validation applied; Craft applies to both

Step 4

Click Save All Work Processes

Both work processes created and visible in browse list with status "Active"

Step 5

Click Edit on "PLB-WP02" and try to reduce Required Hours from 200 to 100

Edit modal opens; system allows reduction if no students have recorded 100+ hours for this work process

Step 6

Create scenario: student "John Doe" has 180 hrs recorded for "PLB-WP02"; try to reduce hours to 150

Validation error appears: "Cannot reduce below 180 hours (maximum recorded)"; edit blocked

Step 7

Verify that work processes with no recorded student hours can be deleted

Delete confirmation dialog appears and work process is removed from system

Bug Risks

Work process IDs can be duplicated within craft
Bulk add accepts decimal hours instead of whole numbers
Maximum recorded hours validation not enforced on edit
Cannot delete work process even when no hours recorded
Craft association dropdown not showing available crafts

Verify uniqueness of work process IDs across the entire system, not just per craft. Test OJT hour submissions to ensure proper integration with work process definitions.

ABC-3184 ABC-3185 ABC-3186

Craft Management

Location Management

Document Requests

TC-2.1 Craft CRUD with Module/Work Process Assignments

Hybrid

M

Medium Difficulty

⏱

12 min

Preconditions

User has Education Admin Level 3 access
Modules for HVAC craft already created (HVAC-101 through HVAC-105)
Work processes for HVAC created (HVAC-WP01, HVAC-WP02)

Test Steps

Step 1

Navigate to Education Admin → Craft Management → Browse Crafts

Browse Crafts screen displays with columns: Craft Name, Description, Number of Levels, Active Students (count), Status; filters available

Step 2

Click Add Craft to create new craft "HVAC Systems"

Add Craft form opens with fields: Craft Name, Description, Number of Levels; Modules and Work Processes sections visible

Step 3

Enter Craft Name "HVAC Systems", Description "HVAC installation and maintenance", Number of Levels "5"

Form populates correctly; validation accepts entry; status defaults to "Active"

Step 4

In Modules section, click Add Modules and add HVAC-101 to Core level, HVAC-102/103 to Level 1

Module selection dialog appears filtered by HVAC craft; modules added to correct levels; table shows Module ID, Name, Hours, Level read-only

Step 5

In Work Processes section, click Add Work Process and add both HVAC-WP01 and HVAC-WP02

Work process selection dialog appears; both processes can be multi-selected and added; table shows ID, Name, Hours read-only

Step 6

Click Save Craft

Craft created; browse list updated; craft shows 5 levels, module/work process counts visible

Step 7

Edit craft and try to remove module HVAC-102 (which is assigned to active course)

Remove button disabled with tooltip: "Module assigned to active course; cannot remove"

Step 8

Try to delete craft with active students enrolled

Delete blocked with message "Active students enrolled in this craft; cannot delete"

Bug Risks

Craft name uniqueness not validated
Cannot add modules to non-existent levels
Modules/work processes persist even after removal from craft
Module deletion not blocked when assigned to craft with active courses

Verify that craft deletion is blocked only when students are actively enrolled, not just historically. Test module reordering within levels.

ABC-3187 ABC-3188

TC-2.2 Location CRUD and Validation

Hybrid

M

Medium Difficulty

⏱

10 min

Preconditions

User has Education Admin Level 3 access
Chapter has multiple companies available
No active courses using target locations

Test Steps

Step 1

Navigate to Education Admin → Location Management

Browse Locations screen displays with columns: Location Name, Type, Address, Status; filters for Type, Status, Search

Step 2

Click Add Location to create Physical location

Add Location form opens with Type dropdown; selecting "Physical" shows: Name, Address, City, State, Zip, Main Phone, Location Contact (Name/Phone/Email)

Step 3

Enter Physical location: "Downtown Campus", "123 Main St", "Springfield", "IL", "62701", phone "217-555-0001"

All fields populate; validation passes; contact info optional fields can be left blank

Step 4

Click Save; create second location Type "Company" linked to "ABC Corp"

Company location type shows Company dropdown selector instead of address fields; location saved successfully

Step 5

Create third location Type "Virtual" with no address required

Virtual location type has minimal fields; saves successfully

Step 6

Edit Physical location to change address; verify change persists

Edit form opens with current values pre-populated; changes save and display in browse list

Step 7

Try to delete Virtual location (unassigned to courses)

Delete confirmation dialog appears; location removed from system

Step 8

Try to delete "Downtown Campus" assigned to active course

Delete blocked with message "Location assigned to active course; cannot delete"

Bug Risks

Location name not enforced as unique
Company location type allows non-existent company selection
Address fields required for Virtual/Company location types
Delete allowed on locations with active course assignments

Verify that location types are fully separated and don't mix fields. Test that changing company on Company-type location cascades correctly.

ABC-3189 ABC-3190

TC-2.3 Document Requests (Browse, Create, View Submissions)

Manual

M

Medium Difficulty

⏱

8 min

Preconditions

User has Education Admin Level 3 access
Portal students and instructors with active enrollments
Document request feature enabled in chapter settings

Test Steps

Step 1

Navigate to Chapter Site → Education Admin → Document Requests

Browse Document Requests screen displays with columns: Request ID, Requester, Document Type, Status, Date Created; filters available

Step 2

Click on existing request to view details; verify requestor info, document type, submission status visible

Request detail view shows requester name, email, document type requested, due date, current submission status, file upload history

Step 3

Navigate to Portal as student and verify Documents section available

Portal Documents section shows Pending Requests tab with list of outstanding document requests for student

Step 4

As student, click Upload Document for pending request and attach file

File upload dialog appears; student can select and upload document; submission timestamp recorded

Step 5

Return to Chapter Site and view same request; verify student submission appears in history

Request detail shows student submission with file link, upload date, student name; admin can download or reject

Bug Risks

Document requests not visible to target students in portal
File upload fails for certain file types
Submission timestamp not accurate
Admin cannot view uploaded file content

Test with various file types (PDF, DOC, images). Verify file size limits are enforced. Check that resubmission overwrites previous file.

ABC-3175

Instructor Profiles

Profile Management

Access Control

TC-3.1 Browse & Add Instructor

Hybrid

M

Medium Difficulty

⏱

8 min

Preconditions

User has Education Admin Level 3 access
Individual "Jane Smith" exists in Contacts module
Crafts "Electrical" and "Plumbing" exist in system

Test Steps

Step 1

Navigate to Education → Profiles → Browse Instructors

Browse Instructors screen displays with columns: Name, Email, Crafts, Active Status, Portal Access; filters for Status, Craft, Search

Step 2

Click Add Instructor button

Add Instructor form opens with sections: Profile Info, Crafts/Specializations; link to existing individual or create new option

Step 3

Click Link Existing Individual and search for "Jane Smith"

Individual search modal opens; "Jane Smith" appears in results; can be selected

Step 4

Select Jane Smith; verify name, email, phone auto-populate from individual record

Profile info section shows linked individual's contact information; status defaults to "Active"

Step 5

In Crafts section, select "Electrical" and "Plumbing" as specializations

Craft selection multi-select dropdown shows available crafts; selected crafts appear in list

Step 6

Enable Portal Access toggle and click Save

Instructor created; browse list updated with new instructor; portal access enabled for login

Step 7

Verify portal access login works; instructor can access "My Courses"

Instructor logs into portal with individual credentials; can see assigned courses; cannot access admin functions

Bug Risks

Individual search not returning results
Duplicate instructor creation if same individual linked twice
Portal access toggle not enabling login capability
Email conflicts not detected when linking individual

Test creating instructor from new individual (not linked). Verify that inactive instructors cannot be assigned new courses.

ABC-3192 ABC-3193

TC-3.2 View & Edit Instructor Profile (Section-based)

Hybrid

M

Medium Difficulty

⏱

10 min

Preconditions

User has Education Admin Level 3 access
Instructor "John Doe" exists with assigned courses
Multiple crafts available for association

Test Steps

Step 1

Click on instructor "John Doe" in browse list to view profile

Instructor detail page opens with tabs: Main, Courses, Notes; view mode by default with Edit button

Step 2

Click Edit button to switch to edit mode

Profile switches to edit mode; all fields become editable; save/cancel buttons appear

Step 3

In Main tab, add new craft specialization "HVAC"; toggle status from Active to Inactive

Craft added to multi-select; status toggle updates correctly in edit mode

Step 4

Click Save to persist changes

Changes saved; page returns to view mode; updated crafts and status visible

Step 5

Click Courses tab

Courses tab shows list of all courses assigned to instructor (current and past); read-only view with course details

Step 6

Click Notes tab

Notes tab shows instructor-specific notes with add/edit capability; timestamp and author visible

Bug Risks

Craft specialization not saving correctly
Status toggle not persisting on inactive instructors
Courses tab showing incorrect course assignments
Notes not timestamped or author not displayed

Verify that setting instructor to Inactive prevents new course assignments. Test that profile changes are logged in change history.

ABC-3194 ABC-3553

TC-3.3 Instructor Change History & Portal Access

Manual

M

Medium Difficulty

⏱

8 min

Preconditions

User has Education Admin Level 3 access
Instructor has prior profile modifications
Instructor record has portal access enabled

Test Steps

Step 1

Open instructor profile and click Change History link

Change History page displays with table: Field Changed, Old Value, New Value, Changed By, Date/Time; search functionality available

Step 2

Verify history shows multiple changes (e.g., status changed from Active to Inactive, craft added)

All modifications appear in chronological order with complete audit trail; each change timestamped

Step 3

Search change history for "status" to filter to status changes only

Search filters history to show only status field changes; other modifications hidden

Step 4

Click Portal Access column in browse instructors; verify toggle working

Portal access can be toggled per instructor; change takes effect immediately for login capability

Step 5

Disable portal access for instructor and attempt login to portal

Portal login fails with message "Access denied"; instructor cannot access portal after access disabled

Bug Risks

Change history not recording all modifications
Changed By field showing incorrect user
Search functionality not filtering history correctly
Portal access changes not taking effect immediately

Verify change history persists indefinitely and cannot be edited. Test that disabling portal access revokes active sessions.

ABC-3195 ABC-3554

Student Profiles

Profile Management

Company Association

TC-4.1 Browse & Add Student (with individual linking)

Hybrid

M

Medium Difficulty

⏱

10 min

Preconditions

User has Education Admin Level 3 access
Individuals exist in Contacts module
Companies available for student association

Test Steps

Step 1

Navigate to Education → Profiles → Browse Students

Browse Students screen displays with columns: Name, Email, Craft, Level, Company, Status; filters for Status, Craft, Company, Search

Step 2

Click Add Student button

Add Student form opens with option to link existing individual or create new

Step 3

Click Link Existing Individual and search for "Mike Johnson"

Individual search modal opens; "Mike Johnson" appears if exists; email can be verified before selection

Step 4

Select Mike Johnson; verify name, email, phone auto-populate

Individual info auto-fills; profile info section pre-populated with linked individual's data

Step 5

Select Craft "Electrical" and initial Level "1"; associate with Company "ABC Corp"

Craft and level dropdowns populate; company association shows company details if selected

Step 6

Click Save to create student profile

Student created; browse list updated; student appears with craft, level, company visible

Step 7

Try to create another student with same email as Mike Johnson

Duplicate email detection modal appears; warns of existing student record for same email address

Bug Risks

Individual search not returning results
Duplicate email detection not working
Company association not persisting
Craft and level not properly saved

Test creating student from new individual (auto-create). Verify that email conflicts are detected regardless of case sensitivity.

ABC-3196 ABC-3197

TC-4.2 View & Edit Student Profile (All Tabs/Sections)

Hybrid

M

Medium Difficulty

⏱

12 min

Preconditions

User has Education Admin Level 3 access
Student "Sarah Lee" exists with course enrollments and OJT records

Test Steps

Step 1

Click on student "Sarah Lee" to view profile

Student detail page opens with tabs: Main, Courses, OJT, Notes, Actions; view mode by default

Step 2

Click Edit; verify all Main tab sections editable (profile info, company, craft enrollment)

Edit mode activates; all fields in Main tab become editable; save/cancel buttons visible

Step 3

Modify company association from "ABC Corp" to "XYZ LLC"; save

Company change persists; profile returns to view mode with updated company

Step 4

Click Courses tab

Courses tab shows all course enrollments (current and past) with status, dates, grades summary; read-only view

Step 5

Click OJT tab

OJT tab shows per-craft OJT progress, hours completed/required, submission history; monthly submission records visible

Step 6

Click Notes tab

Notes tab shows student-specific notes with add/edit capability; author and timestamp visible

Step 7

Click Actions tab

Actions tab shows quick actions: View Courses, View Invoices, Manage OJT, Download Progress Report

Bug Risks

Company change not cascading to OJT verification (if company-led OJT)
Courses tab not showing all enrollments
OJT tab not displaying submission history
Notes not saving or showing correct author

Test company change impact on OJT verification routing. Verify that inactive students cannot enroll in new courses.

ABC-3198 ABC-3555

TC-4.3 Student Change History & Portal Access

Manual

M

Medium Difficulty

⏱

8 min

Preconditions

User has Education Admin Level 3 access
Student has prior profile modifications
Student record has portal access enabled

Test Steps

Step 1

Open student profile and click Change History link

Change History page displays with columns: Field Changed, Old Value, New Value, Changed By, Date/Time

Step 2

Verify multiple changes visible (company changes, status changes, craft enrollment changes)

All modifications appear in chronological order; each change complete with old and new values

Step 3

Search history for "company" to filter changes

Search filters to show only company-related changes; other fields hidden

Step 4

In Browse Students, locate Portal Access column and toggle for target student

Portal access can be toggled; change reflects immediately for login capability

Step 5

Disable portal access and attempt student portal login

Portal login fails with appropriate error message; student cannot access portal

Bug Risks

Change history missing portal access toggle changes
Portal access changes not taking effect immediately
Changed By field incorrect or missing
Search not filtering history correctly

Verify change history persists and cannot be modified. Test that active sessions are revoked when portal access disabled.

ABC-3199 ABC-3554

TC-4.4 Company Profile Students Tab & Active Students Filter

Hybrid

M

Medium Difficulty

⏱

8 min

Preconditions

User has Education Admin Level 3 or Contacts access
Company "ABC Corp" exists with associated students
Some students are actively enrolled in courses, others not

Test Steps

Step 1

Navigate to Contacts module and open Company "ABC Corp" profile

Company profile displays with multiple tabs including Students tab

Step 2

Click Students tab

Students tab displays all students associated with company; columns show: Name, Email, Craft, Level, Status

Step 3

Verify Active Students filter is available in filter bar

Filter dropdown shows "Active Students" option; selecting it filters to students with active course enrollments only

Step 4

Apply Active Students filter; verify only currently enrolled students display

List filtered to show only students with active course enrollments; inactive/completed students hidden

Step 5

Click count badge on Craft Management Browse Crafts "Active Students" for that craft

Opens Browse Students in new tab with that craft pre-filtered and Active Students filter pre-applied

Bug Risks

Active Students filter not working correctly
Company Students tab showing no students despite associations
Craft Active Students count incorrect
Filter pre-application not working when linking from Craft browse

Test Active Students count accuracy in real-time as enrollments are added/withdrawn. Verify inactive student can still be viewed in full list.

ABC-3201 ABC-3202

Course Management

Curriculum

Scheduling

TC-5.1 Browse Courses & Add Course (All 4 Sections)

Hybrid

M

Medium

⏱

15 min

Preconditions

User has Education Admin Level 3 access
School year "2026-2027" exists and is selected
Craft "Electrical", locations, and instructors exist

Test Steps

Step 1

Navigate to Education → Courses → Browse Courses

Browse Courses displays with columns: Course Name, Craft/Level, Schedule, Enrollment, Status; filters available

Step 2

Click Add Course button

Add Course form opens with 4 sections: Course Info, Location & Instructors, Capacity & Registration, Pricing & Payment Policy

Step 3

Section 1 - Enter: Course Name "Electrical Level 1", Craft "Electrical", Level "1", Description, Status "Active"

All fields populate; course name validation checks for uniqueness within school year

Step 4

Section 2 - Select Location "Downtown Campus" and assign Instructors "Jane Smith" and "John Doe"

Location and instructor multi-select populate; selections persist across sections

Step 5

Section 3 - Set Capacity "25", Registration Status "Open", Enable Performance Evaluations checkbox

Capacity allows positive numbers; registration status options appear; performance evals checkbox available

Step 6

Section 4 - Enter Member Tuition "$800", Non-Member "$1000", Payment Policy "Pay During Registration", Late Fee "$50" after 09/01

Pricing fields accept decimal currency values; payment policy dropdown functions; late fee date picker works

Step 7

Click Save Course

Course created; browse list updated; course shows all entered details

Bug Risks

Course name uniqueness validation not checking within school year context
Instructor assignments not persisting across sections
Pricing validation allowing negative values
Section navigation not working; form loses data on section change

Test that capacity can be overridden (allow over-enrollment with warning). Verify that non-member pricing only applies to portal registrations.

ABC-3203 ABC-3206

TC-5.2 View & Edit Course (Overview Tab Sections)

Hybrid

M

Medium

⏱

10 min

Preconditions

User has Education Admin Level 3 access
Course "Electrical Level 1" exists with modules and schedule

Test Steps

Step 1

Click on course "Electrical Level 1" to view course detail

Course detail page displays with Overview tab showing: Course Info, Location & Instructors, Capacity & Registration, Modules, Schedule, Enrollments sections

Step 2

Click Edit in Course Info section; change description and disable Performance Evals

Section edit mode activates inline; changes can be saved without leaving page

Step 3

Click Edit in Location & Instructors section; add new instructor "Sarah Wilson"

Instructor multi-select available in edit mode; new instructor added to list; can be removed

Step 4

View Modules section; verify assigned modules listed (read-only); click to edit modules

Modules section shows Module ID, Name, Hours; edit button opens module assignment interface

Step 5

View Schedule section; verify generated class sessions (read-only); click to edit schedule

Schedule shows Class #, Date, Time, Hours, Module ID for each session; edit button opens schedule management

Step 6

View Enrollments section; verify enrolled student count and capacity usage

Enrollments shows current enrollment count, capacity, percentage filled; button to manage enrollments

Bug Risks

Inline section editing not saving changes
Modules section not showing all assigned modules
Schedule not displaying or editing correctly
Enrollment count not accurate

Verify that course cannot be deleted if active courses exist. Test section save/cancel behavior.

ABC-3207

TC-5.3 Assign Modules to Course (Two-Pane Interface)

Hybrid

Preconditions

User has Education Admin Level 3 access
Course exists with modules already assigned

Test Steps

Step 1

Click Edit Modules button in Modules section

Two-pane interface opens: left pane shows available modules, right pane shows assigned modules in course order

Step 2

Drag module from left pane to right pane to add; drag within right pane to reorder

Drag-and-drop functional; modules add to assigned list; reordering persists; can remove modules from right pane

Step 3

Click Save Module Assignments

Module assignments persist; course detail refreshes showing updated module list in new order

Bug Risks

Drag-and-drop not functioning
Module order not persisting after save
Cannot remove modules from assigned list

Test with 20+ modules for performance. Verify module removal is blocked if hours are recorded against that module.

ABC-3208

TC-5.4 Class Schedule Management (Generate, Edit, Holidays)

Hybrid

Preconditions

User has Education Admin Level 3 access
Course with modules assigned exists; no schedule yet generated

Test Steps

Step 1

Click Edit Schedule button

Schedule Management interface opens with options: Generate by Date Range or by Class Count

Step 2

Select "Generate by Date Range"; enter Start Date 09/01/2026, End Date 12/15/2026, Days M/W/F, Times 09:00-11:00

Calendar interface or date range selector appears; day selection multi-select functions; time picker works

Step 3

Click Generate Schedule

Schedule generated showing class sessions for M/W/F from 09/01 to 12/15; editable grid displays Class #, Date, Time, Hours, Module

Step 4

Click on Labor Day (09/02) to add as holiday/break; verify scheduled class on that date is removed

Holiday date picker or calendar interface available; classes on holiday dates automatically skipped

Step 5

Manually edit specific class session (e.g., change Module ID or Time); click Save

Inline row editing available; changes persist; Module total hours update correctly

Bug Risks

Schedule generation not respecting day selection
Holiday dates not being excluded from generated schedule
Manual schedule editing not persisting
Module allocation showing incorrect total hours

Test class count generation vs date range. Verify that break weeks (Thanksgiving) can be excluded.

ABC-3209

TC-5.5 Copy Course (Single and Bulk Utility)

Hybrid

Preconditions

User has Education Admin Level 3 access
Course "Electrical Level 1" exists with modules, schedule, pricing
Target school year "2027-2028" exists

Test Steps

Step 1

Navigate to Browse Courses and find "Electrical Level 1"; click Copy button

Copy options dialog appears with checkboxes: Always Copy (location, instructors, modules, pricing, schedule) and Never Copy (enrollments)

Step 2

Select target school year "2027-2028", check "Copy Schedule"; uncheck "Copy Enrollments"; click Copy Course

Course copied with new name; schedule generated for new year; enrollments not copied; pricing/modules copied

Step 3

Verify copied course appears in Browse Courses with updated school year; open to verify details

Copied course displays with correct school year, modules, instructors, pricing; schedule shows dates adjusted to new school year

Step 4

Navigate to Utilities → Copy Courses (Bulk); select multiple courses to copy

Bulk copy utility interface opens with course multi-select; same copy options available

Step 5

Select 3 courses and target year "2027-2028"; execute bulk copy

All 3 courses copied with same rules applied; confirmation shows success count

Bug Risks

Copy options not respected (always copies everything)
Schedule dates not adjusted for new school year
Pricing not copied correctly
Bulk copy missing courses or copying incorrectly

Verify that copied course name is unique (add suffix if duplicate). Test that enrollments are never copied regardless of selection.

ABC-3204 ABC-3205

Student Enrollment

Utilities

Bulk Operations

TC-6.1 Browse & Add Enrollment (Bulk, Payment Responsibility)

Hybrid

M

Medium

⏱

12 min

Preconditions

User has Education Admin Level 3 access
Course "Electrical Level 1" exists with no enrollments
3+ students exist in system with active status

Test Steps

Step 1

Navigate to Education → Enrollments

Browse Enrollments screen displays with columns: Student, Course, Status, Enrollment Date, Payment Status; filters available

Step 2

Click Add Enrollment button

Add Enrollment (Bulk) form opens: Step 1 - Select Course, Step 2 - Select Students, Step 3 - Enrollment Details, Step 4 - Payment Responsibility

Step 3

Select Course "Electrical Level 1" in Step 1; proceed to Step 2

Course selection persists; Step 2 shows student multi-select with 3+ available students

Step 4

Select 3 students: "John Doe", "Sarah Lee", "Mike Johnson"; proceed to Step 3

Student selections persist; Step 3 shows enrollment date picker and options

Step 5

In Step 3, set Enrollment Date 09/01/2026, Status "Active"; proceed to Step 4 Payment Responsibility

Enrollment details saved; Step 4 shows payment responsibility options for bulk students

Step 6

Select "Student Pays" for John Doe, "Company Pays" for Sarah Lee (with company "ABC Corp"), "Split 70/30" for Mike Johnson

Per-student payment responsibility options available; split ratio entry works

Step 7

Click Complete Enrollment

All 3 students enrolled; invoices generated per payment responsibility; confirmation shows enrollment count; post-save emails sent per configuration

Bug Risks

Student selections not persisting across steps
Payment responsibility not applied correctly per student
Invoices not generated for all students
Split payments not calculating correctly (over/under 100%)

Test over-capacity enrollment (should warn but allow). Verify that payment due reminders are scheduled correctly.

ABC-3211 ABC-3212

TC-6.2 View & Transfer Enrollment

Hybrid

Preconditions

User has Education Admin Level 3 access
Student enrollment exists with attendance recorded
Target course exists for transfer

Test Steps

Step 1

Click on enrollment in Browse Enrollments to view read-only details

Enrollment detail shows: Student info, Course, Enrollment Status, Dates, Payment Responsibility, Grades summary, Attendance %; quick action buttons

Step 2

Click Transfer quick action button

Transfer dialog opens: select Target Course, Effective Date, Attendance Handling option (copy/recalculate/none)

Step 3

Select target course "Electrical Level 2", effective date 10/01/2026, attendance handling "Copy"

Transfer parameters accepted; validation checks that target course exists and has capacity

Step 4

Click Complete Transfer

Student transferred to new course; original enrollment status changed to "Transferred"; new enrollment created with transferred attendance/grades; confirmation displayed

Bug Risks

Transfer dialog not appearing or not functional
Target course validation not checking capacity or existence
Attendance records not copying correctly
Original enrollment not marked as Transferred

Test transfer with grades and payment responsibility handling. Verify that failed transfers don't create orphaned enrollments.

ABC-3213 ABC-3214

TC-6.3 Withdraw Enrollment & Split Students Utility

Manual

Test Steps

Step 1

In enrollment detail, click Withdraw quick action

Withdrawal confirmation dialog; shows effective date options and invoice impact; refund options if payment made

Step 2

Select withdrawal effective date and confirm

Enrollment marked as Withdrawn; status changed; balance/refund processed if applicable; confirmation received

Step 3

Navigate to Education Admin → Utilities → Split Students

Split Students utility opens; course selector and student list interface visible

Step 4

Select over-capacity course (25 students in 25-capacity course); select 5 students to move

Course shows enrollment status; student multi-select allows up to capacity difference; rebalance options appear

Step 5

Create new section "Electrical Level 1 - Evening" or select existing course as target

Course creation/selection works; target course shows capacity available

Step 6

Click Move Students

Students transferred to target course; original course back to capacity; both courses updated in browse list

Bug Risks

Withdrawal not properly updating enrollment status
Refund calculation incorrect or not processing
Split utility not respecting capacity limits
Target course creation failing

Test refund logic with different payment responsibility scenarios. Verify split utility handles payment responsibility inheritance correctly.

ABC-3215

TC-6.4 Level Promotion (Bulk Utility)

Hybrid

Preconditions

User has Education Admin Level 3 access
Students enrolled in multiple craft levels with completed courses
Craft has at least 5 levels defined

Test Steps

Step 1

Navigate to Education Admin → Utilities → Level Promotion

Level Promotion utility opens with Craft selector and promotion parameters

Step 2

Select Craft "Electrical"; identify students eligible for promotion from Level 3→4

Utility shows candidate students for Level 3→4 promotion; displays completion status, grades, eligibility

Step 3

Review candidates; note processing order (4→5, then 3→4, then 2→3, then 1→2) and confirm promotions

Candidate list shows in reverse level order; multi-select available for bulk promotion; confirmation button present

Step 4

Select 5 students for promotion; click Promote

Students promoted; Craft Enrollment Status updated to next level; confirmation shows promotion count

Step 5

For student promoted from Level 5 (max level), verify status set to "Graduated/Completed"

Maximum-level students have Craft Enrollment Status changed to "Completed" or "Graduated" instead of cycling to Level 1

Bug Risks

Promotion processing not following reverse-order rules
Max-level students not being marked as Graduated
Promotion status not persisting in student profile
Bulk promotion missing some selected students

Test mixed-level promotion (Level 2→3 and Level 3→4 simultaneously). Verify graduation flag prevents further enrollments.

ABC-3216

Attendance Tracking

Grading

Performance Evals

TC-7.1 Record & View Attendance

Hybrid

M

Medium Difficulty

⏱

12 min

Preconditions

User has Education Admin Level 3 access
Course with scheduled sessions exists and is visible
Multiple students enrolled in the course

Test Steps

Step 1

Navigate to View Course → Attendance Tab

Attendance Tab displays with Session Selector dropdown and Record Attendance call-to-action

Step 2

Select a past/current session date from the Session Selector dropdown

Session panel updates; if not yet recorded, shows "Record Attendance" button; if recorded, shows read-only roster

Step 3

Click Record Attendance to open inline editable roster table

Roster table displays with columns: Select, Student, Company, Status, Hours Absent, Makeup + Date, Notes

Step 4

Select 2 students, mark one "Present" and one "Absent"; set Hours Absent = 2 for the absent student

Status and hours populate correctly in the roster table

Step 5

For the absent student, add a Makeup session date and verify Hours Absent resets to zero

Makeup date saved; Hours Absent automatically changes to 0 when makeup is added

Step 6

Click Save to persist attendance record

Attendance saved; roster view becomes read-only; Attendance History panel populated

Step 7

Verify Attendance History displays totals: Present count, Absent count, Total Hours; select another past session to view its history

History panel shows accurate counts and student-by-student breakdown; can navigate between sessions

Bug Risks

Session selector allows selection of future dates (validation issue)
Makeup date entry fails to auto-reset Hours Absent
Attendance history not persisting after save
Hours Absent validation allows values > session hours
Instructor cannot take attendance without admin override

Verify that attendance Status options match the Attendance Types lookup table. Test the impact of withdrawing a student after attendance is recorded. Confirm makeup session visibility and processing.

ABC-3217

TC-7.2 Assignments & Grade Entry

Hybrid

M

Medium Difficulty

⏱

14 min

Preconditions

User has Education Admin Level 3 or Instructor access
Course with assigned modules exists
Students enrolled in course

Test Steps

Step 1

Navigate to View Course → Grades Tab

Grades Tab displays with Assignments panel (left) and Grades panel (right)

Step 2

Click Add Assignment to open assignment modal

Modal displays fields: Assignment Name, Module, Assignment Type, Grading (Percentage/Pass-Fail), Administered Date, Due Date

Step 3

Create assignment: Name="Midterm Exam", select a Module, Assignment Type="Quiz", Grading=Percentage, set dates, save

Assignment saved and appears in Assignments table with all fields visible

Step 4

Click Enter Grades on the Midterm Exam assignment

Grades panel on right displays inline editable roster with columns: Student, Company, Grade (numeric 0-100), Retake/2nd Grade, Notes

Step 5

Enter grades for 3 students: 85, 92, 78 (all within 0-100 range)

All grade values entered correctly; validation accepts percentage values

Step 6

For one student, enter a Retake/2nd Grade value of 88; click Save Grades

Grades saved successfully; retake grade persists; grade history available for review

Step 7

Create a second assignment with Grading=Pass/Fail; enter Pass/Fail results for students

Pass/Fail option works correctly; grades are binary (Pass or Fail), not numeric

Step 8

Edit the first assignment, switch grading from Percentage to Pass/Fail

System prompts confirmation warning about data impact; switching grading method allowed with acknowledgment

Bug Risks

Grade entry validation allows values outside 0-100 range
Retake/2nd grade field not appearing for percentage grading
Switching grading type loses existing grade data without confirmation
Assignment Type dropdown not populated from lookup table
Module selector not filtering to modules assigned to course

Verify that Assignment Type comes from the Assignment Types lookup table. Test grade history tracking and the ability to view previous grades. Confirm that notes are properly stored with each grade entry.

ABC-3218

TC-7.3 Performance Evaluations

Hybrid

M

Medium Difficulty

⏱

10 min

Preconditions

User has Education Admin Level 3 or Instructor access
Course with multiple modules and scheduled sessions
Students enrolled in course

Test Steps

Step 1

Navigate to View Course → Performance Evaluations Tab

Performance Evaluations Tab displays with Session Selector and Record Evaluation call-to-action

Step 2

Select a past/current session date from the Session Selector dropdown

Session panel updates showing Record Evaluation setup or read-only history view

Step 3

Click Record Evaluation to open evaluation entry form

Form displays Module selector, Evaluation Date (pre-filled), Notes/Instructions field, and roster table

Step 4

Select a Module from the dropdown; date auto-populates from selected session

Module selected; Evaluation Date matches the session date selected earlier

Step 5

In the roster table, mark 3 students: 2 as "Pass" and 1 as "Fail"; add notes for failed student

Pass/Fail results entered; notes visible in Notes column; Results are binary (no percentage)

Step 6

Click Save to persist evaluation records

Evaluations saved; roster becomes read-only; Evaluation History panel populated

Step 7

Verify Evaluation History displays results by student; select a different session to view other evaluations

History shows per-student Pass/Fail results; can navigate between sessions; historical data accurate

Bug Risks

Session selector allows selection of future dates
Module dropdown not filtered to modules in course
Evaluation date not auto-populating from selected session
Pass/Fail results allowing invalid values
History not persisting after save; reloading loses data

Verify that evaluations are module-based and module history is tracked. Test the ability to retake an evaluation for a failed student. Confirm that evaluation history is accessible from both admin and instructor portal views.

ABC-3219

Pricing & Payment

Invoicing

Financial Management

TC-8.1 Course Pricing & Payment Policy

Hybrid

M

Medium Difficulty

⏱

10 min

Preconditions

User has Education Admin Level 3 access
Course exists in system
User can edit course pricing section

Test Steps

Step 1

Navigate to View/Edit Course → scroll to Pricing & Payment Policy section

Pricing section displays with fields: Member Tuition, Non-Member Tuition, Payment Policy dropdown, Late Registration Fee

Step 2

Enter Member Tuition = $500, Non-Member Tuition = $750

Both tuition amounts accepted; validation confirms numeric currency format

Step 3

Select Payment Policy = Pay During Registration; save course

Policy saved; Pay During Registration enforces immediate payment at enrollment

Step 4

Edit course again; change Payment Policy to Pay By Date and set date = Aug 31, 2026

Policy changed; date picker displayed and accepted; Policy now triggers invoice creation instead of immediate payment

Step 5

Add Late Registration Fee: $25, applicable after Sept 1, 2026; save

Late fee saved with trigger date; will apply to enrollments after trigger date

Step 6

Verify a member-level user viewing this course in portal sees $500 tuition; non-member sees $750

Pricing resolved correctly by authentication (member vs non-member); user cannot self-select pricing tier

Bug Risks

Tuition fields accepting non-numeric values
Payment Policy dropdown not showing both options
Pay By Date picker not accepting valid dates
Late fee not being applied based on trigger date
Member/Non-Member pricing not resolving correctly by login status
Allowing user to manually select member rate in portal

Verify that member status is determined by authenticated login, not user selection. Test that late fees are correctly applied to enrollments made after the trigger date. Confirm that changing pricing mid-year does not affect existing enrollments.

ABC-3220

TC-8.2 Payment Responsibility & Plans

Hybrid

M

Medium Difficulty

⏱

14 min

Preconditions

User has Education Admin Level 3 access
Course with pricing configured exists
Student and company already set up for enrollment
Payment Plans enabled on course (Yes/No toggle visible)

Test Steps

Step 1

Navigate to Add Enrollment for a course with payment plans enabled

Enrollment form displays with Payment Responsibility section: Student Pays / Company Pays / Split options

Step 2

Select Student Pays option (100% student responsibility)

Option selected; form shows payment methods/plan options applicable to student only

Step 3

Select Company Pays option; verify company billing info is on file

Option selected; company payment terms apply; validation confirms company has valid billing contact

Step 4

Select Split option; choose Percentage-based split: Company 70%, Student 30%

Split option expanded; percentage fields shown; validation confirms percentages total 100%

Step 5

Enable payment plans; select 3 installments, Monthly interval, require first payment at setup

Payment plan options displayed; installment count, interval, and first payment options available

Step 6

Verify calculated installment amounts and dates shown (derived from student's 30% split of tuition); note that company 70% not included in plan

Installment amounts correct (student portion only); dates spaced monthly from setup; company portion billed separately

Step 7

Save enrollment; verify separate invoices generated for student (30%) and company (70%)

Enrollment persisted; two invoices created (split); payment plan installments scheduled for student portion only

Bug Risks

Payment Responsibility options not appearing
Split percentage validation allowing non-100% totals
Company portion included in payment plan calculation
Cannot assign company responsibility without valid billing info
Payment plan not creating separate installment invoices
First payment requirement not enforced at enrollment

Verify that split invoices are generated correctly with distinct amounts. Test that payment reminders only apply to the responsible party (student vs company). Confirm that company portion is NOT included in payment plan calculations, as per requirements.

ABC-3221 ABC-3222

TC-8.3 Invoice Generation & Browse

Hybrid

M

Medium Difficulty

⏱

12 min

Preconditions

User has Education Admin Level 3 access
Multiple course enrollments with different payment paths exist
Some enrollments use split payment responsibility
Some enrollments have payment plans

Test Steps

Step 1

Enroll student using "Pay Now" payment option during registration

Enrollment completed; paid invoice generated immediately marked as "paid"

Step 2

Enroll another student using "Request Invoice" option (Pay By Date policy)

Enrollment pending payment; "unpaid" invoice auto-generated with due date

Step 3

Enroll student with Split payment (70% company, 30% student); verify TWO invoices created

Both invoices generated: one for company portion, one for student portion; amounts and payee distinct

Step 4

Enroll student with 3-installment payment plan; verify installment invoices created for each period

Multiple invoices created (one per installment); each has distinct due date and amount

Step 5

Navigate to Browse Education Invoices screen

Browse screen displays with filters (Student, Company, School Year, Semester, Course, Craft/Level, Date Ranges) and columns (Invoice #, Date, Student, Company, Course, Amount, Status, Payment Date, Due Date)

Step 6

Filter by Course name and Payment Status=Unpaid; verify all unpaid invoices for that course display

Filters work correctly; unpaid invoices listed; count accurate

Step 7

Select unpaid invoices and click Send Unpaid Invoice Email

Unpaid invoice reminders sent to responsible parties; action logged; invoices remain in browse list

Step 8

Click on an invoice row to view invoice detail; verify ability to manually record payment

Invoice detail screen opens; payment recording interface available; payment saved and invoice marked paid

Bug Risks

Invoices not being generated for "Pay Now" enrollments
Request Invoice not creating unpaid invoices
Split payment not creating separate invoices for student and company
Payment plan installments not creating individual invoices
Browse Invoices filters not working correctly
Send Unpaid Invoice Email button not functional
Manual payment recording failing to update invoice status

Verify that invoices are created for ALL payment paths: Pay Now, Request Invoice, and payment plans. Test that split invoices show correct payee and amount. Confirm that email recipients are correct based on payment responsibility.

ABC-3224 ABC-3225

TC-8.4 Payment Due Reminders & Past Due Blocking

Manual

M

Medium Difficulty

⏱

15 min

Preconditions

User has Education Admin Level 3 access
Course enrollment with unpaid invoice and due date exists
System can send automated emails
Payment plan with multiple installments exists

Test Steps

Step 1

Create course enrollment with "Pay By Date" policy (due date = Aug 31, 2026)

Unpaid invoice created with due date; Payment Due notice automatically sent to student/company

Step 2

Verify Payment Due reminder email received by responsible party on or before due date

Automated reminder email sent; contains invoice amount, due date, and payment instructions

Step 3

Create enrollment with 3-installment payment plan; verify first installment reminder sent before due date

Payment Plan Reminder email sent X days before first installment; includes installment amount and due date

Step 4

Do NOT make payment on due invoice; allow date to pass making balance past-due

Invoice status changes to "past due"; student flagged in enrollment view

Step 5

Attempt to register student with outstanding past-due balance for a new course

Registration blocked with message: "Outstanding past-due balance must be resolved or a payment plan established"; cannot proceed

Step 6

Pay the past-due balance in full

Invoice marked paid; past-due flag cleared; student can now register for new courses

Step 7

For another student, set up payment plan for past-due balance instead of full payment

Payment plan accepted as resolution; registration blocking removed; plan installments begin

Bug Risks

Payment Due reminder email not sending automatically
Payment Plan reminders not triggering X days before installment
Invoice status not updating to past-due after due date passes
Registration blocking not enforcing for past-due balances
Payment plan resolution not clearing registration block
Email recipients incorrect (sending to wrong party)
Email content missing invoice details or payment instructions

Test that past-due flag only appears when balance is actually overdue (after due date). Verify that payment plans are accepted as a valid resolution to past-due blocks. Confirm that automatic reminders are timezone-aware and respect chapter preferences. Test that staff can manually send reminders from the Browse Invoices screen.

ABC-3223

Portal

Instructor Experience

Task Management

TC-9.1 My Courses & View Course

Hybrid

M

Medium Difficulty

⏱

8 min

Preconditions

Instructor account with portal access exists
Instructor assigned to 2+ courses
User logged into Education Portal as instructor

Test Steps

Step 1

Log into Portal as Instructor; navigate to My Courses

My Courses screen displays list of ONLY courses assigned to this instructor (not all chapters courses)

Step 2

Verify course list shows: Course Name, Start Date, End Date, Student Count, Action buttons

All relevant course info displayed; only instructor's assigned courses shown

Step 3

Click on a course name to View Course

Course detail screen opens (read-only); displays course info, schedule, enrolled students, task shortcuts

Step 4

Verify task shortcuts visible: Take Attendance, Enter Grades, Performance Evaluations

All task links accessible; clicking each opens appropriate task screen

Step 5

Verify NO finance/pricing info visible (payment status, invoices, cost, payment responsibility)

Financial information completely hidden; instructor sees only academic/instructional content

Step 6

Attempt to cancel a class; verify option not available

Cancel Class option not visible; instructors cannot cancel classes (admin only)

Bug Risks

My Courses showing ALL courses instead of only assigned
Task shortcuts not functional or missing
Financial info visible to instructor
Cancel Class option appearing for instructor
View Course showing editable fields instead of read-only
Student information including PII fully exposed

Verify that instructor permission levels are consistent (all portal instructors have same capabilities). Test that course roster only shows enrolled students. Confirm that scheduling info is visible but date/time editing is disabled.

ABC-3226 ABC-3240

TC-9.2 Attendance/Grades/Performance via Portal

Hybrid

M

Medium Difficulty

⏱

12 min

Preconditions

Instructor logged into Portal
Assigned course with enrolled students and scheduled sessions
No prior attendance/grades recorded for course

Test Steps

Step 1

From My Courses, click Take Attendance shortcut for a course

Directs to View Course → Attendance Tab (portal-specific read-only view with record capability)

Step 2

Select a session and record attendance for 5+ students (mix of Present, Absent, Late)

Session panel shows editable roster; attendance statuses accepted; save persists records

Step 3

From My Courses, click Enter Grades shortcut

Directs to View Course → Grades Tab with assignment/grade entry interface

Step 4

Create an assignment and enter percentage grades for 5+ students

Assignment created; grades entered (0-100); save persists; no financial data visible

Step 5

From My Courses, click Performance Evaluations shortcut

Directs to View Course → Performance Evaluations Tab

Step 6

Select a session and module; record pass/fail evaluations for students

Evaluation roster shows; pass/fail options available; records saved; history preserved

Step 7

Verify all three task screens are read-only EXCEPT for data entry (editable rosters only, not course details)

Instructor can record attendance/grades/evaluations but cannot modify course name, dates, pricing, or other admin fields

Bug Risks

Task shortcuts not functional or pointing to wrong pages
Attendance/Grades/Performance tabs not available in portal view
Session selector showing future dates
Save button not persisting records
Course editable fields appearing when should be read-only
Finance/payment info visible in any tab
Student email or sensitive PII visible in rosters

Verify that all three task screens (Attendance, Grades, Performance) share consistent UX and data structures. Test that records created via portal are immediately visible in chapter site admin view. Confirm that instructors cannot modify student enrollment or course schedule.

ABC-3217 ABC-3218 ABC-3219

TC-9.3 Student Profile Snapshot

Hybrid

M

Medium Difficulty

⏱

8 min

Preconditions

Instructor logged into Portal
Assigned course with enrolled students
Student has profile data (company, craft enrollment, notes)

Test Steps

Step 1

From a course roster or student list, click a student name to view Student Profile Snapshot

Snapshot panel opens with constrained view of student info; read-only display

Step 2

Verify snapshot displays: Student Name, Company, Craft Enrollment, Level, Profile Notes (if any)

Limited info displayed relevant to instruction only; sufficient context for instructor planning

Step 3

Verify ALL of the following are NOT visible: Email, Phone, Social Security, Address, Payment Status, Invoice Balance, Financial Account Info

All PII and financial information completely hidden; only instruction-relevant fields shown

Step 4

Verify snapshot is read-only; no edit capability available

Edit button/pencil icon not present; instructor cannot modify student profile from this view

Step 5

If instructor notes field exists, verify instructor can VIEW but not EDIT notes

Instructor notes visible as read-only; no note editing capability in portal

Step 6

Close snapshot and verify no data leakage (e.g., hidden divs with PII, performance issues from hidden data loads)

Clean snapshot closure; no console errors; no PII exposed even via developer tools inspection

Bug Risks

Snapshot showing full student profile including PII
Financial information visible in snapshot
Edit functionality appearing for instructor
Email/Phone numbers displayed when should be hidden
PII exposed in page HTML (hidden divs visible to inspector)
Instructor notes showing editable fields
Snapshot not loading or displaying timeouts

This is a security-critical test case. Verify that the snapshot is truly constrained and no data leakage occurs. Test with students having sensitive profile notes to ensure appropriate filtering. Confirm that instructor cannot navigate to full student profile from snapshot.

ABC-3241

Portal

Student Experience

Self-Service

TC-10.1 Course Catalog (Browse & Filter)

Hybrid

M

Medium Difficulty

⏱

10 min

Preconditions

Portal Student Course Registration enabled in chapter settings
Multiple courses available (open enrollment, future start dates)
Student logged into Portal
Mix of member and non-member courses for testing

Test Steps

Step 1

Log into Portal as Student; navigate to Course Catalog

Course Catalog displays list of available courses with future start dates (not past/completed)

Step 2

Verify course list columns: Course Name, Craft, Level, Start Date, Capacity Status (open/limited/full), Member Price, Non-Member Price

All columns visible; pricing shows both member and non-member rates

Step 3

Apply filter: Craft = "Electrical" and Level = "Level 1"

List filtered to matching courses; count accurate; unrelated courses removed

Step 4

Verify capacity status displays correctly: "Open" for <100% capacity, "Limited" for 90-99%, "Full" for 100%

Capacity indicators accurate; color-coded if applicable

Step 5

Verify pricing displayed: authenticated member user sees only member pricing applied; non-member sees non-member pricing

Pricing resolved correctly by login status; student cannot manually override member status

Step 6

Click on a course to view details; verify Register Now button visible

Course detail page displays; Register Now button present and functional

Bug Risks

Catalog showing past or completed courses
Pricing not resolving correctly by member status
Student able to manually select member discount
Capacity status showing incorrect counts
Filters not working or showing incomplete results
Register Now button missing or non-functional
Full capacity courses not showing properly

Verify that the catalog only shows courses with open enrollment. Test edge cases: courses at 100% capacity (should still allow registration if chapter policy permits). Confirm member pricing is automatic based on membership, not user selection.

ABC-3227

TC-10.2 Registration Flow (Entry → Complete → Confirmation)

Hybrid

M

Medium Difficulty

⏱

16 min

Preconditions

Student logged into Portal
Available course for registration (open enrollment, capacity available)
Chapter has payment policy configured (Pay Now or Pay By Date)
No outstanding past-due balance on student account

Test Steps

Step 1

From Course Catalog, click Register Now on a course

Registration Entry page displays with course summary, terms, and Next/Continue button

Step 2

Review registration details (course name, dates, pricing); check acknowledgment checkbox; click Continue

Entry validated; proceeds to Complete & Payment Options step

Step 3

On Complete & Payment Options, verify payment choices displayed based on course payment policy

If Pay During Registration: Pay Now option; If Pay By Date: Request Invoice option shown

Step 4

Select Pay Now; verify payment method selection (credit card, etc.) and amount shows

Payment form displays with correct tuition amount (member/non-member); payment method options available

Step 5

Alternatively, select Request Invoice option

Invoice option selected; no payment processing required; registration proceeds to confirmation

Step 6

Complete payment or request invoice; click Confirm Registration

Registration processed; confirmation page displays with confirmation number, course details, invoice/payment status

Step 7

Verify confirmation email sent to student; includes registration details, course info, payment status/next steps

Automated confirmation email received; contains all essential registration info and payment instructions

Bug Risks

Registration Entry not validating required fields
Payment options not displaying based on policy
Pay Now payment processing failing silently
Request Invoice not creating unpaid invoice
Confirmation page not displaying after completion
Confirmation email not sending or missing key info
Pricing showing incorrect member/non-member rate
Cannot proceed if past-due balance exists (blocking not enforced)

Test both payment paths: Pay Now (immediate payment) and Request Invoice (Pay By Date). Verify that confirmation email is sent for both paths. Test that student cannot register with an outstanding past-due balance (blocking check).

ABC-3243 ABC-3244 ABC-3245

TC-10.3 My Courses & View Course (Read-Only)

Hybrid

M

Medium Difficulty

⏱

10 min

Preconditions

Student enrolled in 2+ courses (mix of current and past)
Student logged into Portal
Current course has recorded attendance/grades
Past course already completed

Test Steps

Step 1

Log into Portal as Student; navigate to My Courses

My Courses displays with Current and Past toggle; defaults to Current

Step 2

Verify Current tab shows: Course Name, Craft/Level, Instructor(s), Progress (attendance %, grade summary), Action buttons

Current courses listed with relevant progress metrics; only active courses shown

Step 3

Switch to Past tab

Past tab displays completed/withdrawn courses; past courses only

Step 4

Click on a current course to view full course detail

Course detail page displays (read-only): schedule, instructor, modules, current attendance %, current grade summary

Step 5

Verify course detail is read-only; no edit buttons, no payment/invoice info visible

All fields read-only; financial information hidden; academic progress visible only

Step 6

Click on a past course; verify final grade and attendance summary shown

Past course detail displays final performance; read-only; no invoice/payment data visible

Bug Risks

My Courses showing all courses regardless of enrollment status
Current/Past toggle not filtering correctly
Progress metrics incorrect or missing
Course detail showing editable fields
Financial/payment info visible in course view
Attendance % not calculating correctly
Grade summary missing or incorrect

Verify that attendance % is calculated from recorded sessions. Test that grade summary shows current/final grade and number of assignments completed. Confirm that students cannot see other students' course enrollments.

ABC-3249 ABC-3250

TC-10.4 View My Profile (Student Tab)

Hybrid

M

Medium Difficulty

⏱

8 min

Preconditions

Student logged into Portal
Student has profile data: OJT enrollment, correspondence training, company-led training
Relevant training flags enabled for student

Test Steps

Step 1

Navigate to My Profile in Portal

Profile page displays with Student Tab (default), OJT section, Correspondence section, Company-Led section

Step 2

Verify Student Tab shows: Name, Email, Company (if applicable), Craft Enrollment(s) with Level/Status

Student info displayed; read-only; no edit capability from portal

Step 3

Verify OJT Section visible if student has OJT enrollment active

OJT section displays (may link to OJT Submission screen or show status); navigation to submit OJT available

Step 4

Verify Correspondence Section visible if flagged for correspondence training

Correspondence section shows status, eligible modules/crafts, link to correspondence training interface

Step 5

Verify Company-Led Section visible if flagged and company assigned

Company-Led section shows company name, lead company (if applicable), training status and link

Step 6

Verify all sections are read-only; no edit fields in portal view

All profile sections display information only; no edit capability; students cannot modify profile from portal

Bug Risks

Profile sections not displaying for eligible students
OJT/Correspondence/Company-Led sections always visible even when not applicable
Edit buttons appearing in portal view
Incorrect company association displayed
Training status showing wrong eligibility or flags
Links to training interfaces non-functional

Verify that OJT section appears ONLY if student has OJT enrollment for at least one craft. Correspondence and Company-Led sections appear based on eligibility flags set in admin. Test that clicking through to training interfaces from profile works correctly.

ABC-3251

TC-10.5 Invoices & Documents (Open/History, Upload/Download)

Hybrid

M

Medium Difficulty

⏱

12 min

Preconditions

Student logged into Portal
Student has unpaid and past invoices (some paid, some due)
Document requests exist for student or portal has upload capability

Test Steps

Step 1

Navigate to Invoices & Payments in Portal

Invoices screen displays with Open and History tabs

Step 2

Verify Open Tab shows unpaid invoices: Invoice #, Amount, Due Date, Status, Action buttons

All unpaid invoices listed; can click to view detail; payment option available

Step 3

Click on an open invoice to view detail; verify course info, amount, due date, payment responsibility

Invoice detail displays all relevant info; past-due flag visible if applicable

Step 4

Switch to History Tab; verify paid invoices displayed with payment date and method

All paid invoices listed; payment history visible; invoices marked as "Paid"

Step 5

Navigate to Documents section; verify Document Requests and upload functionality

Documents screen displays with request list and upload capability

Step 6

If document request exists, click to view details; upload required document file (PDF, Word, etc.)

Upload form displays; file selected and uploaded; confirmation message shown

Step 7

Verify ability to download previously uploaded documents

Download button available for uploaded files; file downloads successfully

Bug Risks

Open/History tabs not filtering correctly
Invoice detail not showing all relevant info
Payment action not working from portal
Document upload failing with file validation errors
Previously uploaded documents not downloadable
Student seeing other students' invoices or documents
Past-due flag not displaying when invoice is overdue
File size or type restrictions too restrictive

Verify that students can only see their own invoices and documents (privacy check). Test payment from Open Invoices view. Confirm that document uploads respect file type/size limits and provide appropriate error messages.

ABC-3247 ABC-3257

Portal

Company Portal

OJT Verification

TC-11.1 My Students & View Student

Hybrid

M

Medium Difficulty

⏱

8 min

Preconditions

Company account with portal access exists
Company has 2+ students associated (enrolled courses)
User logged into Portal as Company

Test Steps

Step 1

Log into Portal as Company; navigate to My Students

My Students screen displays list of students associated with this company

Step 2

Verify student list shows: Name, Craft/Level, Current Course(s), Payment Responsibility, Status

All company students listed; only students associated with company shown

Step 3

Click on a student name to view Student Snapshot

Student detail panel opens showing read-only snapshot of student info

Step 4

Verify snapshot displays: Name, Craft/Level, Courses, Payment Responsibility, Company Association

Relevant company-viewable student data shown; read-only; no edit capability

Step 5

Verify NO PII visible (email, phone, SSN, address); no payment method or financial account info exposed

Only instruction-relevant and payment-responsibility data visible; personal contact info hidden

Step 6

If company is payment-responsible for portion/all of tuition, verify Pay button visible in student snapshot

Pay action appears for company-responsible students; clicking opens payment interface

Bug Risks

My Students showing all chapter students, not just company students
Student snapshot exposing PII or financial info
Edit buttons appearing when should be read-only
Pay action missing for company-responsible students
Incorrect payment responsibility displayed
Snapshot not loading or showing errors

Verify that company can only see students associated with their account. Test with students having split payment responsibility to ensure company sees only its portion. Confirm that Pay button only appears when company is responsible for payment.

ABC-3228 ABC-3254

TC-11.2 Student OJT Submission

Hybrid

M

Medium Difficulty

⏱

10 min

Preconditions

Student logged into Portal
Student has OJT enrollment active (per craft, active company)
Current month or past month available for submission
Chapter has OJT enabled in portal settings

Test Steps

Step 1

Navigate to OJT Submission in Portal (from My Profile or dedicated section)

OJT Submission screen displays with month/year selector and work process list

Step 2

Select current month; verify work processes for student's craft display with required hours and entry fields

Month selected; work processes show with Hours Completed field per work process

Step 3

Enter hours completed for 2-3 work processes (e.g., 20, 15, 10 hours)

Hours entered successfully; values displayed in entry fields

Step 4

Click Save Draft to save submission without submitting

Draft saved; system message confirms; submission not yet sent to company for verification

Step 5

Return to OJT Submission for same month; verify draft hours are restored

Draft data persists; student can edit and re-save or submit

Step 6

Click Submit for Verification to send to company

Submission sent to associated company; status changes to "Pending Verification"; confirmation message shown

Step 7

Verify student can view submission history and status (Pending, Approved, Adjusted, Rejected)

History tab shows all monthly submissions with current status; can view details of past submissions

Bug Risks

OJT submission screen not loading or showing work processes
Save Draft not persisting data
Submit action not routing to correct company
Status not updating to Pending after submit
History not showing past submissions
Allowing submission after company association changes (should route to new company)
Not validating hours against work process requirements

Test that draft submissions can be modified before final submit. Verify that monthly submission pattern works correctly (only one submission per month per craft). If company association changes mid-month, confirm that subsequent submissions route to the new company. Test guardrails to prevent over-submitting.

ABC-3252

TC-11.3 Company OJT Verification

Hybrid

M

Medium Difficulty

⏱

12 min

Preconditions

Company logged into Portal
Company has students with pending OJT submissions
OJT submissions in various states (pending, some ready to verify)

Test Steps

Step 1

Navigate to OJT Verification in Company Portal

OJT Verification screen displays with Pending Submissions and History tabs

Step 2

Verify Pending Submissions tab shows: Student Name, Craft, Month, Hours Submitted, Work Processes, Action buttons

All pending submissions listed for this company's students

Step 3

Click Approve on one submission; verify submission marked as Approved in system

Approval action succeeds; submission removed from pending list; moved to history as Approved

Step 4

Click Adjust on another submission; modify hours (e.g., from 20 to 18) and add comment "Time card discrepancy"

Adjust modal opens; company can edit hours and add comment; adjustment saved with comment preserved

Step 5

Click Reject on another submission; provide rejection reason (e.g., "Missing documentation")

Rejection modal opens; reason required; submission marked as Rejected; reason visible in history

Step 6

Switch to History Tab; verify all processed submissions (approved, adjusted, rejected) display with actions taken and comments

History shows complete audit trail: submission details, action taken (approve/adjust/reject), comments, date/time

Step 7

Verify student receives notification of approval/adjustment/rejection with company comments

Automated notification sent to student; includes action, adjusted hours (if applicable), and company comments

Bug Risks

Pending Submissions tab not showing company's student submissions
Approve/Adjust/Reject actions failing or not persisting
Comments not being stored with adjustments/rejections
History not displaying complete audit trail
Student notifications not sending or missing details
Adjusted hours not updating student record
Rejected submissions allowing re-submission without guardrails

Verify that adjust action allows company to modify hours with comment but does NOT re-send to student for approval. Rejection should explain reason clearly to student. Test that after rejection, student can resubmit for the same month. Confirm audit trail shows ALL changes with timestamps.

ABC-3255

TC-11.4 Company Invoices & Documents

Hybrid

M

Medium Difficulty

⏱

10 min

Preconditions

Company logged into Portal
Company has invoices (some company-responsible, some split)
Document requests exist for company

Test Steps

Step 1

Navigate to Invoices & Payments in Company Portal

Invoices screen displays with Open and History tabs; shows ONLY company-responsible portions

Step 2

Verify Open tab shows unpaid invoices: Student Name, Course, Company Amount Due, Due Date, Status

Only company's portion of split invoices displayed; student portion hidden from company view

Step 3

Click on an open invoice to view detail; verify amount shown is company's portion only

Invoice detail displays company amount (not student portion); payment responsibility confirmed as company

Step 4

Switch to History tab; verify paid invoices displayed with payment date and method

Paid invoices listed; payment history visible; showing company's portion only

Step 5

Navigate to Documents section; verify document requests specific to company

Documents screen displays; company document requests and uploads visible

Step 6

If document request exists, upload required document (e.g., W-9 form)

Upload successful; document stored and confirmation message shown

Step 7

Verify ability to download previously uploaded documents

Download button available; file downloads successfully

Bug Risks

Company seeing student portion of split invoices
Invoice amount incorrect (not company's portion only)
Document upload failing
Previously uploaded documents not downloadable
Company seeing other company's invoices/documents
Payment action showing when company already paid
History not filtering correctly for paid status

This test case is CRITICAL for financial data security. Verify that company ONLY sees its own portion of split invoices. Test with multiple companies to ensure data isolation. Confirm that student portion is completely hidden from company view.

ABC-3256 ABC-3257

Specialized Programs

Communications

Correspondence Training

TC-12.1 Correspondence Training (Flag, Browse, Record, View Progress)

Hybrid

M

Medium Difficulty

⏱

14 min

Preconditions

User has Education Admin Level 3 access
Student with eligible craft selected
Correspondence Training modules available for craft

Test Steps

Step 1

Navigate to Education Admin → OJT Correspondence (or similar menu item)

Correspondence Training admin screen displays with Browse, Flag, and Progress options

Step 2

Select a craft and flag students as Eligible for Correspondence Training

Eligibility flag saved; flagged students now available for correspondence training modules

Step 3

Navigate to Correspondence Training - Browse Students

Browse screen displays flagged students for correspondence training; filters available (name, craft, level, status)

Step 4

Filter by Craft and Level; select a student to Record Completion

Record Completion form displays; allows selection of Module, Grade, and Hours

Step 5

Select a module, enter percentage grade (85), hours completed (20), and save

Completion record saved; student's transcript updated with module completion

Step 6

Navigate to Correspondence Training - View Progress

Progress screen displays per-craft/level completion status; shows modules completed, hours earned, date recorded

Step 7

Click Export Progress to download progress report

Export file generated (CSV or PDF); includes student name, modules completed, grades, hours, dates

Bug Risks

Correspondence Training flag not persisting
Unflagged students appearing in browse list
Record Completion not saving or validating hours
Progress not updating after record completion
Export functionality missing or generating empty reports
Grade validation allowing invalid percentages
Modules filtered incorrectly to craft

Verify that correspondence training is per-craft and students must be flagged before appearing in browse lists. Test that completion records are immutable (no editing after save). Confirm that progress export includes all relevant data and is formatted correctly.

ABC-3259 ABC-3260 ABC-3261 ABC-3262

TC-12.2 Company-Led Training (Flag with Lead Company, Browse, Record)

Hybrid

M

Medium Difficulty

⏱

12 min

Preconditions

User has Education Admin Level 3 access
Student with company association
Lead company selected/available for training
Company-Led Training modules available

Test Steps

Step 1

Navigate to Education Admin → Company-Led Training (Training → Company-Led Training)

Company-Led Training admin screen displays

Step 2

Flag student for Company-Led Training: select Craft, select Lead Company, flag student

Flag saved; lead company requirement enforced (cannot flag without lead company selected)

Step 3

Navigate to Company-Led Training - Browse Students

Browse screen displays flagged students; filters available (name, craft, company, lead company)

Step 4

Click Record Completion for a student; select module and hours, save

Completion record saved; transcript updated

Step 5

Navigate to Company-Led Training - View Progress

Progress screen displays modules completed by craft/level; hours earned and dates recorded

Step 6

Click Export Progress

Export file generated with company-led training completion data

Bug Risks

Allowing flag without lead company assigned
Unflagged students appearing in browse list
Record Completion not validating lead company
Progress not showing company-led modules
Export missing company-led data
Lead company not displayed correctly in progress view

Verify that lead company is REQUIRED for Company-Led Training flag. Test that changing lead company updates existing flagged students appropriately. Confirm that progress export distinguishes company-led from other training types.

ABC-3263 ABC-3264 ABC-3265

TC-12.3 OJT Admin Tracking (Flag, Browse, Detail, Export, Bulk Submit)

Hybrid

M

Medium Difficulty

⏱

14 min

Preconditions

User has Education Admin Level 3 access
Students with active OJT enrollments
OJT submissions in various states (draft, pending, approved)
Admin-level OJT tracking accessible

Test Steps

Step 1

Navigate to Education Admin → OJT Correspondence → OJT Progress - Browse Students

OJT admin tracking screen displays; list of students with OJT enrollments; filters by craft, level, status

Step 2

Filter by Craft; view list of students with OJT for that craft; select students for bulk action

Multi-select checkboxes appear; can select multiple students; bulk action toolbar activates

Step 3

Click Bulk Submit Hours on selected students

Bulk submit dialog opens; allows admin to submit pending OJT for multiple students at once

Step 4

Click on a student name to view OJT Detail & Export

Student detail screen displays; shows work process summary, monthly submissions, hours completed vs required

Step 5

In student detail, verify monthly submission history: date, hours per work process, status

Complete submission history visible; can drill into each month; shows what was submitted vs approved

Step 6

Click Export to download student OJT detail as file (CSV or PDF)

Export generated with complete OJT transcript: work processes, hours completed, status, dates

Bug Risks

OJT browse list not showing all eligible students
Filters not working correctly
Bulk submit action failing or not processing correctly
Student detail not loading or showing incomplete data
Monthly submission history missing records
Export functionality broken or generating incomplete files
Hours not calculating correctly (completed vs required)

Verify that OJT tracking is per-craft and shows all work processes with separate hour tracking. Test bulk submit to ensure it only submits pending submissions (not already-approved ones). Confirm export includes complete audit trail with dates and company verification details.

ABC-3266 ABC-3267 ABC-3268

TC-12.4 Mass Communications (Entry, Target, Compose, Send, History)

Manual

M

Medium Difficulty

⏱

16 min

Preconditions

User has Education Admin Level 3 access (required for mass communications)
Multiple students enrolled in courses
Email/SMS delivery configured

Test Steps

Step 1

Navigate to Education Admin → Mass Communications

Mass Communications entry screen displays; access restricted to Level 3 only

Step 2

Click New Message to begin; select Targeting & Audience filters

Audience selection screen displays; filters available (course, craft, level, enrollment status, company, date ranges)

Step 3

Apply filters: Course="Electrical 101", Enrollment Status="Active"; preview audience size

Filters applied; audience count shown (e.g., "45 students matching criteria")

Step 4

Click Compose Message; select message type (Email or SMS)

Compose form displays; type selection available; auto-context fields pre-populated (e.g., course name, student name)

Step 5

Compose message: "Hi {{StudentName}}, reminder that {{CourseName}} starts {{CourseStartDate}}. See you soon!" and subject

Message saved; auto-context variables recognized and formatted correctly

Step 6

Click Test to send test message to admin's email

Test email received with variables populated correctly; allows review before sending to all

Step 7

Click Send to send message to all 45 matching students

Messages sent; confirmation page shows "45 messages sent"; records logged in history

Step 8

Navigate to Mass Communications - History to view all sent messages

History displays all sent communications: date, audience, message, delivery status, open/click rates (if tracked)

Bug Risks

Mass Communications access not restricted to Level 3
Audience filters not working or showing incorrect counts
Auto-context variables not being populated
Test message not sending
Send action failing with error
Messages sent to wrong audience (not filtered correctly)
History not logging sent messages
Email/SMS delivery failures not being reported

This is a permissions-critical test. Verify that ONLY Level 3 admin can access Mass Communications. Test that auto-context variables are correctly injected (student name, course, date, etc.). Confirm that test mode doesn't send to actual audience. Verify that message history includes delivery status and audit trail.

ABC-3269 ABC-3270 ABC-3271

TC-12.5 Quick Class Notice & Metabase Reporting

Manual

M

Medium Difficulty

⏱

10 min

Preconditions

User has Education Admin Level 3 access
Course with enrolled students exists
Metabase reporting configured and accessible

Test Steps

Step 1

Navigate to a course detail/overview page; locate Quick Class Notice button

Quick Notice button visible on course page; clicking opens message compose modal pre-filled with this course

Step 2

Compose message: "Today's session has been rescheduled to 6 PM"; audience pre-selected as enrolled students

Message text entered; audience confirmed as enrolled students only; send button ready

Step 3

Click Send to notify all enrolled students

Message sent; confirmation shown; record logged

Step 4

Navigate to Reporting & Analytics - Metabase

Metabase dashboard accessible with curated Education reports

Step 5

Explore available reports: Enrollment Trends, Attendance Summary, Grade Distribution, OJT Progress, etc.

Multiple curated reports available; each shows relevant education metrics; filters available

Step 6

Open "Enrollment Trends" report; apply filters: School Year, Craft; review data/charts

Report displays filtered data; charts render correctly; export option available

Step 7

Click Export on report; download as CSV or PDF

Export file generated and downloaded successfully; contains all filtered data

Bug Risks

Quick Class Notice button not appearing on course page
Quick Notice not pre-filling course context
Audience not filtering to enrolled students only
Metabase reports not loading or showing errors
Filters not working in reports
Report data inaccurate or missing
Export functionality not working
Wrong users able to access Metabase (should be Level 3 only)

Quick Class Notice is a UX convenience that routes to the same mass communications system. Verify that course context is correctly pre-filled. Test Metabase reports with various data ranges and filters. Confirm that all reports refresh with current data and support export formats.

ABC-3272 ABC-1058