Phase 2: Contractor sign-up to approved contractor

Do this

Sign in to the live staff portal with your own account and open Tests.

Expected

Tests opens. Your name shows on the results you record.

P2-PREP-02 →

Do this

Sign in to the live customer portal as this phase's named test building owner.

Expected

You are signed in as the test owner, not as a real customer.

← P2-PREP-01 P2-PREP-03 →

Do this

Choose two made-up companies, labeled P2-APPROVE and P2-REFUSE, each with its own email inbox.

Expected

Each company has a unique name, address and contact email you can open.

← P2-PREP-02 P2-PREP-04 →

Do this

Write the case ID for each test of this phase in its first step's note.

Expected

Every test in this phase has a case ID that names its made-up records.

← P2-PREP-03

Do this

Open the live contractor portal's registration in a fresh browser session and register P2-APPROVE.

Expected

The registration asks for the company, its contacts, its services and its documents.

P2-REG-02 →

Do this

Fill in every required field, upload harmless sample documents, and submit.

Expected

The portal confirms the registration was sent and shows it waiting for review.

← P2-REG-01 P2-REG-03 →

Do this

Open P2-APPROVE's email inbox.

Expected

An email confirms the registration was received.

← P2-REG-02 P2-REG-04 →

Do this

On the live staff portal, open Contractors and find P2-APPROVE's registration.

Expected

The registration shows its documents and its checks, including the Do Not Pay check.

← P2-REG-03 P2-REG-05 →

Do this

Open each sample document from the registration.

Expected

Each document opens.

← P2-REG-04 P2-REG-06 →

Do this

Tick "reviewed all documents" and approve P2-APPROVE.

Expected

The approval saves and the registration shows Approved, with your name and the time.

← P2-REG-05 P2-REG-07 →

Do this

Sign in to the live contractor portal as P2-APPROVE.

Expected

The company shows as approved and can start a project.

← P2-REG-06 P2-REG-08 →

Do this

Open P2-APPROVE's email inbox.

Expected

An email says the company is approved.

← P2-REG-07

Do this

Register P2-REFUSE the same way, with harmless sample documents.

Expected

The registration is sent and waits for review.

P2-REFUSE-02 →

Do this

On the live staff portal, refuse P2-REFUSE with a plain-language reason.

Expected

The refusal saves with its reason.

← P2-REFUSE-01 P2-REFUSE-03 →

Do this

Sign in to the live contractor portal as P2-REFUSE.

Expected

The company shows Not approved with the reason, and cannot start a project.

← P2-REFUSE-02

Do this

Sign in to the live contractor portal as a contractor pre-loaded from CLEAResult's approved list.

Expected

Sign-in works and the company is already approved. It was not asked to register again.

Do this

Run the documented cleanup for this phase's test accounts, and record the before and after counts.

Expected

Every record this phase made is removed or labeled Test. Staff lists and exports no longer show it as real.