End-to-End Test Scripts

ABC Groups & Committees Module — E2E Test Scripts

Complete test flows covering group & committee CRUD, member management, attendance, classifications, reporting, and contact integration. 26+ test cases across 8 flows.

Overview
E2E-1 Groups BREAD 0/4
E2E-2 Group Members 0/3
E2E-3 Committees BREAD 0/4
E2E-4 Committee Members 0/3
E2E-5 Attendance 0/4
E2E-6 Classifications 0/4
E2E-7 Reporting 0/4
E2E-8 Integration 0/4
ABC Groups & Committees — E2E Test Flows
8 comprehensive end-to-end test flows covering the complete Groups & Committees module lifecycle: from group and committee creation through member management, attendance tracking, classifications, reporting, and integration with Contacts. Each flow represents a real-world business scenario you can execute start to finish.

E2E-1: Groups BREAD

Create, read, update, delete groups. Browse, filter, manage status, edit details, and handle deletion validations.

4 Test Cases Admin ~30 min

E2E-2: Group Member Management

Add/remove company and individual members, manage start/end dates, copy members year-over-year.

3 Test Cases Data Admin ~25 min

E2E-3: Committees BREAD

Create, read, update, delete committees. Browse with filters, manage classification, edit details with change history.

4 Test Cases Admin ~35 min

E2E-4: Committee Member Management

Add members with roles, manage start/end dates, Save & Add Next workflow, remove members, copy year-over-year.

3 Test Cases Committee Admin ~25 min

E2E-5: Attendance & Meetings

Add meetings, take attendance, view past meetings, manage notes and uploads, filter members, alphabetical ordering.

4 Test Cases Committee Coordinator ~30 min

E2E-6: Classifications & Notes

Manage group and committee classifications, add/edit group and meeting notes with file uploads.

4 Test Cases Admin ~25 min

E2E-7: Reporting & Exports

Roster reports (PDF/Excel), Not Yet Renewed reports, Counts by Company, search and filtering.

4 Test Cases Reporting Admin ~25 min

E2E-8: Contact Integration & Permissions

View Groups & Committees from Individual/Company records, use filters in browse, manage permission levels.

4 Test Cases All Roles ~20 min
E2E-1: Groups BREAD
Complete CRUD operations for groups: browse with filters, create new groups, edit details and status, and delete with validation checks.
ADMIN BREAD CORE CRITICAL PRIORITY
TC-1.1 Browse Groups Screen AUTO
E2E-1 Groups BREAD > TC-1.1
Easy 8 min
Preconditions
  • User has Admin or Level 2+ permission
  • Groups & Committees module accessible
  • Multiple groups exist with different statuses (active/inactive)
✓
Navigate to Groups & Committees > Groups. Verify browse screen displays with columns: Group Name, Contact Count, Last Edited, Edit/Manage buttons.
Expected: Groups list visible with all required columns and data displayed correctly.
✓
Test filter by Name. Enter search term: "Board". Verify list filtered to matching groups. Clear filter and verify full list returns.
Expected: Name filter returns only matching groups. Clearing filter restores full list.
✓
Test filter by Status. Select "Active". Verify only active groups display. Switch to "Inactive" filter.
Expected: Status filter correctly separates active and inactive groups.
✓
Verify Contact Count column shows accurate member counts per group. Click group name to verify displayed count matches actual members.
Expected: Contact Count accurate and matches member list when opened.
Bug Risk Areas
Name filter not returning partial matches
Status filter logic reversed or not working
Contact count showing incorrect numbers
Deleted groups appearing in browse list
Related JIRA

ABC-5201 ABC-5202

TC-1.2 Create New Group HYBRID
E2E-1 Groups BREAD > TC-1.2
Medium 10 min
Preconditions
  • User logged in with Admin permission
  • Navigate to Groups > Add New Group button
✓
Click "Add New Group". Verify form displays with required fields: Group Name, Active/Inactive toggle, Year, Classification dropdown.
Expected: Group creation form opens with all required fields visible and editable.
✓
Enter Group Name: "Board of Directors". Toggle Active to ON. Enter Year: "2024". Select Classification: "Governance".
Expected: All fields accept input. Classification dropdown populates with available options.
✓
Click "Save". Verify group created and appears in browse list with correct name, status, and year.
Expected: New group saved successfully and immediately visible in Groups list.
✓
Test creating group with Inactive status. Verify toggle works and inactive status is saved and persists.
Expected: Inactive groups created successfully and status reflected in browse list.
Bug Risk Areas
Required field validation not triggered on save
Group name with special characters rejected
Active/Inactive toggle not persisting
Year field rejecting valid year values
Related JIRA

ABC-5203

TC-1.3 View & Edit Group HYBRID
E2E-1 Groups BREAD > TC-1.3
Medium 12 min
Preconditions
  • User logged in with Admin permission
  • At least one group exists in the system
  • Open group details screen
✓
Navigate to existing group and click "Edit". Verify group details load with current name, status, year, classification.
Expected: Group details displayed with all current values pre-populated in form.
✓
Change group name from "Board of Directors" to "Board of Directors 2024". Click "Save". Verify change applied and visible in browse list.
Expected: Group name updated immediately. Change persists on reload.
✓
Toggle Active status from ON to OFF. Save. Navigate away and return. Verify inactive status persisted.
Expected: Status change saved and displays correctly on return visit.
✓
Verify Change History or Audit Log visible. Confirm previous edits logged with timestamp and user who made change.
Expected: Change history displays all edits with proper timestamps and user attribution.
Bug Risk Areas
Edit form not pre-loading current values
Changes not saving despite clicking save
Change history not recording edits
Concurrent edit conflicts not handled
TC-1.4 Delete Group MANUAL
E2E-1 Groups BREAD > TC-1.4
Medium 10 min
Preconditions
  • User logged in with Admin permission
  • One empty group (no members) and one group with members
✓
Attempt to delete group with active members. Verify validation error message displayed: "Cannot delete group with existing members. Remove all members first."
Expected: Delete blocked with clear error message. Group remains in system.
✓
Navigate to empty group. Click "Delete Group". Verify confirmation prompt appears with group name and warning message.
Expected: Confirmation dialog shows group details and requires explicit confirmation.
✓
Confirm deletion. Verify group removed from browse list. Attempt to navigate directly to group URL/ID. Verify 404 or "not found" message.
Expected: Group deleted completely and no longer accessible.
Bug Risk Areas
Delete validation not enforced (allows deletion with members)
Confirmation prompt missing or cancelable incorrectly
Group still accessible after deletion
No audit trail of deletion action
E2E-2: Group Member Management
Add and remove company and individual members from groups, manage start/end dates, and copy group memberships year-over-year.
DATA ADMIN MEMBERS DATA MANAGEMENT
TC-2.1 Add/Remove Company Members HYBRID
E2E-2 Group Members > TC-2.1
Medium 12 min
Preconditions
  • Admin user logged in
  • Group exists and is open in edit mode
  • Multiple companies exist in system
✓
Open group and navigate to Members tab. Click "Add Company Member". Verify company lookup/search dialog appears.
Expected: Member addition modal displays with searchable company list.
✓
Search for and select company: "Acme Corporation". Set Start Date: "01/01/2024". Leave End Date empty. Click "Save".
Expected: Company added to group members list with start date visible.
✓
Add second company with both Start Date: "06/01/2024" and End Date: "12/31/2024". Verify date range displays correctly in member list.
Expected: Both dates visible in member list. Date range logic enforced.
✓
Locate added member and click "Remove" or "Delete" button. Verify removal confirmation and company removed from list.
Expected: Member removed immediately. Change reflected in browse list.
Bug Risk Areas
Company search not returning partial matches
Start/End dates not saving correctly
Duplicate company members allowed
Remove action not updating member count
Related JIRA

ABC-5204

TC-2.2 Add/Remove Individual Members HYBRID
E2E-2 Group Members > TC-2.2
Medium 12 min
Preconditions
  • Admin user logged in
  • Group opened and accessible for editing
  • Multiple individuals exist in system
✓
In group Members tab, click "Add Individual Member". Search for individual: "Sarah Johnson". Verify individual appears in results.
Expected: Individual search displays matching results with name and company affiliation.
✓
Select individual, set Start Date: "03/15/2024", End Date: "09/15/2024". Click "Save".
Expected: Individual member added with date range visible in list.
✓
Remove individual member. Verify removal confirmation and individual no longer in members list. Verify group's member count decremented.
Expected: Individual removed successfully. Contact count updated.
Bug Risk Areas
Individual search not filtering by name
End date validation (cannot be before start date) not enforced
Duplicate individuals allowed in same group
Member list not refreshing after add/remove
TC-2.3 Copy Group Members Year-Over-Year MANUAL
E2E-2 Group Members > TC-2.3
Hard 15 min
Preconditions
  • Admin user logged in
  • Two groups of same type for consecutive years (e.g., 2023 and 2024)
  • Prior year group has active members
✓
Open current year group (2024). Look for "Copy Members from Previous Year" button or menu option. Verify option visible.
Expected: Copy members feature accessible and functional.
✓
Click copy button. Verify dialog appears allowing selection of prior year group and showing members to be copied. Confirm action.
Expected: Preview of members to be copied shown before confirmation.
✓
Verify all members from prior year group copied to current year group. Check that dates were adjusted (e.g., start/end dates updated to current year ranges). Verify member count updated.
Expected: All members copied with dates intelligently adjusted. Contact count reflects new members.
Bug Risk Areas
Copy feature not available or hidden
Dates not adjusted when copying year-over-year
Duplicate members created (not checking for existing)
Prior year selection dialog not working
E2E-3: Committees BREAD
Complete CRUD operations for committees: browse with filters, create new committees with roles and classifications, edit details with change history, and delete with validation.
ADMIN BREAD CORE CRITICAL PRIORITY
TC-3.1 Browse Committees Screen AUTO
E2E-3 Committees BREAD > TC-3.1
Easy 8 min
Preconditions
  • User has Admin or Level 2+ permission
  • Groups & Committees module accessible
  • Multiple committees exist with different statuses
✓
Navigate to Groups & Committees > Committees. Verify browse screen displays columns: Committee Name, Member Count, Last Edited, Edit/Manage buttons.
Expected: Committees list visible with all required columns and data.
✓
Test filter by Name. Search: "Audit". Verify filtered results. Clear filter and verify full list returns.
Expected: Name filter returns matching committees. Clearing filter shows all committees.
✓
Test filter by Status. Select "Active" and "Inactive" filters. Verify accurate status filtering.
Expected: Status filters work correctly and show appropriate committees.
✓
Verify Member Count column shows accurate counts. Click committee to verify displayed count matches actual roster.
Expected: Member counts accurate and match actual committee memberships.
Bug Risk Areas
Name filter not working or incomplete matches not returned
Status filter reversed or not enforced
Member count inaccurate or stale
Deleted committees appearing in list
Related JIRA

ABC-5205

TC-3.2 Create New Committee HYBRID
E2E-3 Committees BREAD > TC-3.2
Medium 12 min
Preconditions
  • User logged in with Admin permission
  • Navigate to Committees > Add New Committee
✓
Click "Add New Committee". Verify form displays fields: Committee Name, Roles dropdown (multi-select), Active/Inactive toggle, Year, Classification.
Expected: Committee creation form opens with all required fields visible and editable.
✓
Enter Committee Name: "Audit Committee". Select Roles: "Chair", "Vice Chair", "Member". Toggle Active ON. Set Year: "2024".
Expected: All fields accept input. Role multi-select allows multiple selections.
✓
Select Classification: "Governance". Click "Save". Verify committee created and visible in browse list with correct name, status, roles.
Expected: New committee saved and immediately visible in list with all details.
✓
Create second committee with Inactive status. Verify toggle works and status persists in browse list.
Expected: Inactive committees created successfully with correct status display.
Bug Risk Areas
Required field validation not enforced on save
Role multi-select not allowing multiple selections
Committee name with special characters rejected
Active/Inactive toggle not persisting
Related JIRA

ABC-5206

TC-3.3 View & Edit Committee HYBRID
E2E-3 Committees BREAD > TC-3.3
Medium 12 min
Preconditions
  • User logged in with Admin permission
  • At least one committee exists in the system
  • Open committee details screen
✓
Click on committee and select "Edit". Verify committee details load with current name, roles, status, year, classification. Verify Company Name column visible in member list if applicable.
Expected: Committee edit form pre-populated with all current values.
✓
Change committee name from "Audit Committee" to "Internal Audit Committee". Save. Navigate away and return. Verify change persisted.
Expected: Committee name updated and change visible in browse list and on return.
✓
Toggle Active status from ON to OFF. Save. Verify status change applied and persists across sessions.
Expected: Status change saved and reflects correctly in browse list.
✓
Verify Change History or Audit Log visible showing all edits with timestamp and user attribution.
Expected: Change history records all edits with proper timestamps and user info.
Bug Risk Areas
Edit form not pre-loading current values
Changes not saving despite clicking save
Change history not recording edits
Role changes not updating member validations
TC-3.4 Delete Committee MANUAL
E2E-3 Committees BREAD > TC-3.4
Medium 10 min
Preconditions
  • User logged in with Admin permission
  • One empty committee (no current or historical members) and one with members
✓
Attempt to delete committee with current members. Verify validation error: "Cannot delete committee with current or historical members."
Expected: Delete blocked with error message. Committee remains in system.
✓
Navigate to empty committee. Click "Delete Committee". Verify confirmation dialog appears with committee name and warning.
Expected: Confirmation dialog shows committee details and requires explicit confirmation.
✓
Confirm deletion. Verify committee removed from browse list. Attempt to navigate to committee URL. Verify 404 or "not found" message.
Expected: Committee deleted completely and no longer accessible.
Bug Risk Areas
Delete validation not enforced (allows deletion with members)
Confirmation prompt missing or not working
Committee accessible after deletion
Deletion not audited or logged
E2E-4: Committee Member Management
Add individual committee members with role assignment, manage start/end dates, use Save & Add Next workflow, remove members, and copy memberships year-over-year.
ADMIN MEMBERS DATA MANAGEMENT
TC-4.1 Add Individual Committee Members HYBRID
E2E-4 Committee Members > TC-4.1
Medium 12 min
Preconditions
  • Admin user logged in
  • Committee exists and is open in edit mode
  • Committee has defined roles (Chair, Member, etc.)
  • Multiple individuals exist in system
✓
Open committee and navigate to Members tab. Click "Add Member". Verify individual search dialog appears.
Expected: Member addition modal displays with searchable individual list.
✓
Search and select individual: "John Smith". Select Role: "Chair". Set Start Date: "01/01/2024". Leave End Date empty. Click "Save".
Expected: Individual added with Chair role and start date visible in member list.
✓
Test "Save & Add Next" workflow. Add second member with role: "Vice Chair". Click "Save & Add Next". Verify form clears for next entry without closing modal.
Expected: Save & Add Next workflow allows rapid entry of multiple members without reopening dialog.
✓
Add member with both Start: "06/01/2024" and End: "12/31/2024" dates. Verify role-to-date validation (no role-specific date restrictions). Close modal and verify all members display.
Expected: Members added successfully with dates visible. Save & Add Next improves data entry speed.
Bug Risk Areas
Individual search not returning matches
Role dropdown not showing available roles
Start/End dates not saving correctly
Save & Add Next not working or clearing properly
Related JIRA

ABC-5207

TC-4.2 Remove Individual Committee Members HYBRID
E2E-4 Committee Members > TC-4.2
Easy 10 min
Preconditions
  • Admin user logged in
  • Committee has multiple members
  • Committee members tab open
✓
In committee Members tab, locate member "John Smith". Click "Remove" or "Delete" button. Verify confirmation prompt appears.
Expected: Removal confirmation dialog shown before deletion.
✓
Confirm removal. Verify member removed from committee members list. Verify member count decremented. Return to committee and verify member does not reappear.
Expected: Member removed permanently. Count updated. Change persists.
✓
Test removing member from individual record. Navigate to individual and open their committee memberships. Click "Remove from Committee". Verify removal reflected in committee member list.
Expected: Removal from either location (committee or individual record) reflected in both places.
Bug Risk Areas
Remove button not visible or not functional
Removal not persisting or member reappearing
Member count not updating after removal
Removal not synchronized between committee and individual views
TC-4.3 Copy Committee Members Year-Over-Year MANUAL
E2E-4 Committee Members > TC-4.3
Hard 15 min
Preconditions
  • Admin user logged in
  • Two committees of same type for consecutive years (e.g., 2023 and 2024)
  • Prior year committee has members with various roles
✓
Open current year committee. Look for "Copy Members from Previous Year" option. Verify feature accessible.
Expected: Copy members feature visible and accessible.
✓
Click copy button. Verify dialog appears showing prior year committee selection and preview of members to be copied (with roles). Confirm action.
Expected: Dialog shows members and roles to be copied. Requires confirmation before proceeding.
✓
Verify all members copied with roles preserved. Check that dates adjusted to current year ranges. Verify member count updated. Confirm each member has appropriate role assigned.
Expected: All members and roles copied. Dates adjusted to current year. Count accurate.
Bug Risk Areas
Copy feature missing or inaccessible
Roles not copied or reset to default
Dates not adjusted for current year
Duplicate members created
E2E-5: Attendance & Meeting Management
Add meetings and take attendance, view past meetings with notes and documents, filter members, verify alphabetical member ordering.
COORDINATOR MEETINGS ATTENDANCE
TC-5.1 Add Meeting / Take Attendance HYBRID
E2E-5 Attendance > TC-5.1
Medium 12 min
Preconditions
  • Coordinator or Admin user logged in
  • Committee exists with multiple members
  • Navigate to Committee > Meetings section
✓
Open committee and navigate to Meetings tab. Click "Add Meeting". Verify meeting form displays with fields: Meeting Date, Attendance grid (all members listed).
Expected: Meeting form opens with date picker and member roster.
✓
Enter Meeting Date: "02/15/2024". Mark members as Present/Absent: Mark 3 as Present, 1 as Absent. Verify attendance status toggles correctly.
Expected: Attendance status toggles work. Members marked as Present/Absent display correctly.
✓
Add Meeting Notes: "Discussed Q1 initiatives and approved budget". Upload file (PDF or document). Click "Save".
Expected: Notes text accepted. File upload successful. Meeting saved with attendance and notes.
✓
Verify meeting appears in Past Meetings list with date and attendance count displayed. Click to verify notes and file attachment visible.
Expected: Meeting visible in history with notes and attachments accessible.
Bug Risk Areas
Meeting form not loading or date picker not functioning
Attendance toggle not persisting or defaulting incorrectly
Notes or file attachments not saving
Past meetings not displaying or incomplete data shown
Related JIRA

ABC-5208

TC-5.2 View Past Meetings AUTO
E2E-5 Attendance > TC-5.2
Easy 8 min
Preconditions
  • User logged in
  • Committee has multiple past meetings with notes/files
  • Open committee > Meetings section
✓
Navigate to Meetings tab. Verify list displays all past meetings with dates in chronological order. Each row shows: Meeting Date, Attendance Count, View/Edit buttons.
Expected: Past meetings list displays with all required columns and correct date ordering.
✓
Click "View Attendance" for a meeting. Verify attendance roster displays showing member names and Present/Absent status for that specific meeting.
Expected: Attendance view shows member names and attendance status for selected meeting.
✓
Click "View Notes". Verify meeting notes text displayed and file attachment(s) accessible for download.
Expected: Notes and attachments visible and downloadable.
✓
Click "Edit Meeting" on past meeting. Verify attendance can be updated and notes/files modified. Save changes and verify they persist.
Expected: Past meetings editable. Changes saved and reflected on next view.
Bug Risk Areas
Past meetings not displaying or sorting incorrectly
View Attendance not loading or showing wrong data
Notes not displaying or files not downloadable
Edit not working on past meetings
TC-5.3 Committee Members Filter AUTO
E2E-5 Attendance > TC-5.3
Easy 8 min
Preconditions
  • User logged in
  • Committee has members with different roles assigned
  • Viewing attendance/member list
✓
When taking attendance, verify member list filterable by role. Click filter and select "Chair". Verify only Chair role members display. Clear filter.
Expected: Role filter works correctly. Only selected role members shown when filter applied.
✓
Test search/filter by member name. Enter search term: "John". Verify filtered results show only matching names. Clear search.
Expected: Name search returns partial matches. Clearing search restores full list.
✓
Test filter by attendance status if available. Filter to show "Present" attendees. Verify list shows only members marked present. Apply "Absent" filter.
Expected: Attendance status filters work correctly if feature exists.
Bug Risk Areas
Filter controls not visible or not functional
Filter logic reversed or incorrect
Search not returning partial matches
Filter not clearing properly or sticky filter persisting
TC-5.4 Committee Participants Names Alphabetized AUTO
E2E-5 Attendance > TC-5.4
Easy 6 min
Preconditions
  • User logged in
  • Committee with multiple members (at least 5)
  • Viewing attendance roster or member list
✓
Open committee attendance or member list. Verify members are displayed in alphabetical order by last name (or first name if configured). Check ordering A-Z.
Expected: Members sorted alphabetically by appropriate name field.
✓
Verify members with same last name sorted by first name. Example: "Smith, Alice" appears before "Smith, Bob".
Expected: Secondary sorting by first name works correctly for same last names.
✓
Verify sorting persists across all views: taking attendance, viewing past attendance, member list. Confirm consistent alphabetical ordering in all locations.
Expected: Alphabetical ordering consistent across all member list views.
Bug Risk Areas
Members not sorted alphabetically
Sorting case-sensitive or not handling special characters
Inconsistent sorting across different views
Secondary sort (first name) not working
E2E-6: Classifications & Notes
Browse, create, and edit group and committee classifications, add and edit notes for groups and committee meetings with file uploads.
ADMIN CONFIGURATION DATA
TC-6.1 Browse/Create/Edit Committee Classifications HYBRID
E2E-6 Classifications > TC-6.1
Medium 10 min
Preconditions
  • Admin user logged in
  • Navigate to Groups & Committees > Settings > Committee Classifications
✓
Open Committee Classifications browse screen. Verify list displays all classifications with Name, Active/Inactive status, Edit/Delete buttons.
Expected: Classifications list displays with all required columns.
✓
Click "Add Classification". Enter Name: "Special Interest". Toggle Active ON. Click "Save". Verify classification appears in list.
Expected: New classification created and immediately visible in browse list.
✓
Click Edit on existing classification. Change name to "Governance Special Interest". Toggle status. Save. Verify changes applied.
Expected: Classification edited successfully. Changes persist and visible in list.
✓
Attempt to delete classification. If validation enforced, verify error if classification in use. If allowed, confirm deletion and verify removed from list.
Expected: Delete either blocked with error or successfully removes classification and updates references.
Bug Risk Areas
Add/Edit form not saving changes
Classification name with special characters rejected
Active/Inactive toggle not persisting
Delete not validating in-use classifications
Related JIRA

ABC-5209

TC-6.2 Browse/Create/Edit Group Classifications HYBRID
E2E-6 Classifications > TC-6.2
Medium 10 min
Preconditions
  • Admin user logged in
  • Navigate to Groups & Committees > Settings > Group Classifications
✓
Open Group Classifications browse screen. Verify all classifications listed with Name, Active/Inactive status, Edit/Delete buttons.
Expected: Classifications list displays correctly with all columns.
✓
Click "Add Classification". Enter Name: "Membership Group". Toggle Active ON. Save. Verify appears in list.
Expected: New classification added and visible in browse list.
✓
Edit existing classification. Change name and status. Save. Verify changes applied and persisted.
Expected: Edits saved successfully and reflected in list.
✓
Test delete with validation. Verify proper error handling if classification in use or successful deletion if unused.
Expected: Delete operation properly validated.
Bug Risk Areas
Form not saving or changes lost
Special characters in names rejected
Status toggle not persisting
In-use classifications deletable without error
TC-6.3 Group Notes HYBRID
E2E-6 Classifications > TC-6.3
Medium 10 min
Preconditions
  • User logged in
  • Group open in edit mode
  • Navigate to group Notes section
✓
Open group and navigate to Notes tab. Verify browse notes section displays existing notes with date, author, note text.
Expected: Notes list displays all existing notes with metadata.
✓
Click "Add Note". Enter note text: "Group reorganization planned for Q2. All members notified." (100+ chars). Add file attachment. Click "Save".
Expected: Note saved with text and file attachment visible in notes list.
✓
Click "Edit" on existing note. Modify text and save. Verify change applied and timestamp updated to reflect edit time.
Expected: Note edited successfully. Edit time recorded and visible.
✓
Verify note file attachment downloadable. Click file link and confirm download. Verify file integrity.
Expected: File download works and file is intact.
Bug Risk Areas
Add note button not visible or not functional
Note text not saving or truncating
File attachment upload failing
Edit timestamp not updating
Related JIRA

ABC-5210

TC-6.4 Committee Notes via Meeting Management HYBRID
E2E-6 Classifications > TC-6.4
Medium 10 min
Preconditions
  • User logged in
  • Committee with existing meetings
  • Open committee > Meetings section
✓
When adding/editing a meeting, verify Meeting Notes field displays for text entry. Enter notes: "Quarterly review completed. Performance targets met."
Expected: Notes field accepts rich text or plain text input.
✓
Attach file(s) to meeting (PDF, Word, etc.). Save meeting. Verify file attachment appears in meeting view with download link.
Expected: Files attached to meeting and downloadable from meeting view.
✓
Edit existing meeting notes. Modify text and update/add file attachments. Save and verify all changes persisted.
Expected: Meeting notes and attachments editable and changes saved.
✓
View past meeting and verify all notes and attachments visible and accessible. Confirm proper formatting and readability.
Expected: Historical meeting notes and files displayed correctly and retrievable.
Bug Risk Areas
Notes field missing or not functional
File attachment upload failing
Notes not persisting or displaying corrupted
File download broken or file corrupted
E2E-7: Reporting & Exports
Generate roster reports in PDF and Excel formats, run Not Yet Renewed reports, generate Counts by Company reports, search and filter reports.
REPORTING REPORTS EXPORTS
TC-7.1 Roster Report (PDF & Excel Export) HYBRID
E2E-7 Reporting > TC-7.1
Medium 12 min
Preconditions
  • User logged in with Report permission
  • Navigate to Groups & Committees > Reports
  • Multiple committees/groups with members exist
✓
Open Reports section. Click "Roster Report". Verify form displays with options: Select Committee/Group, Format (PDF/Excel), optional criteria fields.
Expected: Roster report form displays with format selection.
✓
Select committee: "Audit Committee". Select Format: "PDF". Apply optional filter (e.g., role = "Chair"). Click "Generate Report".
Expected: PDF report generated and downloaded. Contains member list with selected criteria.
✓
Verify PDF content: includes committee name, report date, member names, roles, contact info, start/end dates. Confirm formatting is readable and professional.
Expected: PDF contains all expected roster data with good formatting.
✓
Generate same report in "Excel" format. Verify Excel file opens correctly and contains same data in proper columns. Verify formulas if included.
Expected: Excel export contains roster data with proper columns. File opens in Excel.
Bug Risk Areas
Report not generating or timing out
Format selector not working
Filters not applied to report
PDF/Excel file corrupted or unreadable
Related JIRA

ABC-5211

TC-7.2 Not Yet Renewed Report MANUAL
E2E-7 Reporting > TC-7.2
Hard 15 min
Preconditions
  • User with Report permission logged in
  • Navigate to Reports section
  • Groups/Committees with varying renewal statuses exist
✓
Open Reports. Click "Not Yet Renewed" report. Verify form displays with option to select "Single Committee" or "All Committees".
Expected: Report form with committee selection options visible.
✓
Select "Single Committee" and choose specific committee. Click "Generate". Verify report shows committees/groups not yet renewed for current year.
Expected: Report identifies records with no current year renewal.
✓
Select "All Committees" option. Generate report. Verify report includes all committees/groups that have not been renewed for current year. Verify count accuracy.
Expected: Report comprehensive and count matches actual non-renewed records.
✓
Verify report includes columns: Committee/Group Name, Last Year Active, Renewal Status, Contact Person. Export to PDF or Excel and verify format correct.
Expected: Report includes all relevant data and exports properly.
Bug Risk Areas
Report not filtering non-renewed records correctly
Count inaccurate or including already-renewed items
Single vs All selection not working
Export format broken or data incomplete
TC-7.3 Counts by Company Report HYBRID
E2E-7 Reporting > TC-7.3
Medium 10 min
Preconditions
  • User with Report permission logged in
  • Reports section open
  • Multiple companies with varying group/committee membership
✓
Open Reports. Click "Counts by Company". Verify report displays company names with counts of groups and committees they participate in.
Expected: Report shows company name and group/committee count columns.
✓
Verify report accuracy: click on company row to see detail and confirm count matches. Verify breakdown of groups vs committees if shown separately.
Expected: Counts accurate and match actual memberships.
✓
Apply optional filter (e.g., Active groups only, specific classification). Verify filtered report updates counts accordingly. Clear filters and verify reset.
Expected: Filters apply correctly and counts update based on criteria.
✓
Export report to Excel. Verify file contains all companies and counts in sortable columns. Test sorting by company name and count values.
Expected: Excel export functional and sortable.
Bug Risk Areas
Counts inaccurate or missing companies
Filters not applied or counts not updating
Export file corrupted or missing data
Double-counting of memberships
Related JIRA

ABC-5212

TC-7.4 Committee/Group Reports Search & Filtering AUTO
E2E-7 Reporting > TC-7.4
Easy 8 min
Preconditions
  • User logged in
  • Reports section accessible
  • Multiple reports available
✓
In Reports listing, test search/filter. Search for report name: "Audit". Verify filtered results showing matching reports. Clear search.
Expected: Search returns matching report names. Clearing search shows all reports.
✓
Apply filter by Type: Select "Committee". Verify only committee reports display. Switch to "Group" filter.
Expected: Type filter correctly separates committee and group reports.
✓
Test filter by Classification if available. Select value and verify report list filtered. Clear filter.
Expected: Classification filter applies correctly if feature exists.
✓
Test combined filters: Committee Type + Governance Classification. Verify results respect all active filters. Clear one filter and verify remaining filter still applied.
Expected: Multiple filters work together correctly. Clearing individual filters updates results.
Bug Risk Areas
Search not finding matching reports
Filters not returning correct results
Multiple filters not working together
Filter clearing not working properly
E2E-8: Contact Integration & Permissions
View Groups & Committees from individual and company records, use filters in contact browse screens, manage role-based permission levels.
ALL ROLES INTEGRATION SECURITY
TC-8.1 Individual Record - Groups & Committees Tab AUTO
E2E-8 Integration > TC-8.1
Easy 8 min
Preconditions
  • User logged in
  • Open individual record in Contacts
  • Individual is member of groups and committees
✓
Navigate to individual record. Verify tab labeled "Groups & Committees" visible alongside other tabs.
Expected: Groups & Committees tab present and accessible.
✓
Click tab. Verify two sections displayed: Groups and Committees with all current memberships listed.
Expected: Tab displays all groups and committees individual belongs to with membership details.
✓
Verify columns shown: Name, Role (for committees), Start Date, End Date, Status. Verify data accuracy matches actual memberships.
Expected: Membership data accurate and complete.
✓
Click on group/committee name. Verify it navigates to group/committee record or opens details. Verify removal action available from individual record if needed.
Expected: Links to group/committee details. Remove option accessible.
Bug Risk Areas
Tab missing or not visible
Memberships not displaying or stale data shown
Links to group/committee not working
Removal from individual record not synchronized
Related JIRA

ABC-5213

TC-8.2 Company Record - Groups & Committees Tab AUTO
E2E-8 Integration > TC-8.2
Easy 8 min
Preconditions
  • User logged in
  • Open company record in Contacts
  • Company is member of groups and committees
✓
Navigate to company record. Verify "Groups & Committees" tab visible and accessible.
Expected: Tab present on company record.
✓
Click tab. Verify lists all groups and committees company participates in. Columns include: Name, Member Count, Start Date, End Date, Status.
Expected: Tab displays company's memberships with all relevant data.
✓
Verify company name column visible in group/committee rosters. Confirm company properly identified in member lists when viewing groups/committees directly.
Expected: Company name appears in related groups/committees member lists.
✓
Click group/committee to navigate to details. Verify back link returns to company record. Test removal if option available.
Expected: Navigation works bidirectionally. Remove option synchronized.
Bug Risk Areas
Tab missing from company record
Memberships incomplete or showing stale data
Company name not appearing in group/committee rosters
Navigation to related records broken
Related JIRA

ABC-5214

TC-8.3 Browse Companies/Individuals - Group and Committee Filters AUTO
E2E-8 Integration > TC-8.3
Medium 10 min
Preconditions
  • User logged in
  • Navigate to Contacts > Browse Companies or Browse Individuals
  • Multiple companies/individuals in various groups and committees
✓
In company browse screen, verify filter options include "Group" and "Committee". Select Group filter and choose group name.
Expected: Filter controls visible and group selection available.
✓
Apply group filter. Verify company browse list filtered to show only companies in selected group. Verify count accurate. Clear filter.
Expected: Group filter returns correct companies. List updates properly.
✓
Apply committee filter. Select specific committee. Verify individuals list (or companies) filtered to committee membership. Clear filter.
Expected: Committee filter works correctly and filters accurately.
✓
Test combined filters: Both Group and Committee selected simultaneously. Verify logic handles intersection (members of both) or union (members of either) as designed.
Expected: Multiple group/committee filters work together logically.
Bug Risk Areas
Filter controls missing or not functional
Filtered results incorrect or empty
Filter logic reversed or inverted
Combined filters not working together
Related JIRA

ABC-5215

TC-8.4 Permission Levels (Level 0-3 Access Enforcement) MANUAL
E2E-8 Integration > TC-8.4
Hard 20 min
Preconditions
  • Access to user management or permission settings
  • Test accounts at each permission level (0-3)
  • Groups & Committees module set up with test data
✓
Log in as Level 0 user (No/Limited permission). Attempt to view Groups & Committees module. Verify access denied or read-only view if applicable. Cannot add/edit/delete.
Expected: Level 0 user has no or limited read-only access.
✓
Log in as Level 1 user. Verify can view and browse groups/committees but cannot create/edit/delete. All action buttons disabled/hidden.
Expected: Level 1 user has read-only browse access.
✓
Log in as Level 2 user. Verify can create, edit, manage groups/committees and members. Cannot delete or access admin settings.
Expected: Level 2 user has CRUD access (minus delete) and member management.
✓
Log in as Level 3 user (Admin). Verify full access: create, edit, delete groups/committees, manage members, access classifications, reports, and all settings.
Expected: Level 3 user has unrestricted admin access.
Bug Risk Areas
Permission levels not enforced or bypassed
Action buttons visible but disabled (better for Level 1 is hidden)
Lower level user able to access restricted functions
Admin functions accessible to non-admin users
Related JIRA

ABC-5216

ABC Groups & Committees Module — End-to-End Test Scripts. Last Updated: April 2026. For support or feedback, contact QA Hub.