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Phase 5.5: Inspection before payment

Which tests

From docs/qat/phase5_5-inspection.csv. Run every step on the live sites. Blocking tickets as of 2026-10-22 (docs/qat/blocker_status.csv).

# Test name Role Status
1 Before you start Staff, Customer Not run
  1. P5_5-PREP-01: Not run P5_5-PREP-01 · Not run · ready
  2. P5_5-PREP-02: Not run P5_5-PREP-02 · Not run · unblocked by customer #106, please retest
  3. P5_5-PREP-03: Not run P5_5-PREP-03 · Not run · unblocked by contractor #63, please retest
  4. P5_5-PREP-04: Not run P5_5-PREP-04 · Not run · ready
0 pass · 0 fail · 4 not run.
2 Quality visit Staff, Customer Not run
  1. P5_5-VISIT-01: Not run P5_5-VISIT-01 · Not run · ready
  2. P5_5-VISIT-02: Not run P5_5-VISIT-02 · Not run · ready
  3. P5_5-VISIT-03: Not run P5_5-VISIT-03 · Not run · ready
  4. P5_5-VISIT-04: Not run P5_5-VISIT-04 · Not run · ready
  5. P5_5-VISIT-05: Not run P5_5-VISIT-05 · Not run · ready
  6. P5_5-VISIT-06: Not run P5_5-VISIT-06 · Not run · ready
  7. P5_5-VISIT-07: Not run P5_5-VISIT-07 · Not run · ready
  8. P5_5-VISIT-08: Not run P5_5-VISIT-08 · Not run · ready
0 pass · 0 fail · 8 not run.
3 Automatic picking Staff Not run
  1. P5_5-PICK-01: Not run P5_5-PICK-01 · Not run · unblocked by staff #208, staff #228, please retest
  2. P5_5-PICK-02: Not run P5_5-PICK-02 · Not run · unblocked by staff #208, staff #228, please retest
  3. P5_5-PICK-03: Not run P5_5-PICK-03 · Not run · unblocked by staff #208, staff #228, please retest
  4. P5_5-PICK-04: Not run P5_5-PICK-04 · Not run · unblocked by staff #208, staff #228, please retest
0 pass · 0 fail · 4 not run.
4 Clean up Staff Not run
  1. P5_5-CLEAN-01: Not run P5_5-CLEAN-01 · Not run · unblocked by customer #106, please retest
0 pass · 0 fail · 1 not run.

Before you start

0 pass · 0 fail · 4 not run.

  1. P5_5-PREP-01: Not run P5_5-PREP-01 · Not run · ready
  2. P5_5-PREP-02: Not run P5_5-PREP-02 · Not run · unblocked by customer #106, please retest
  3. P5_5-PREP-03: Not run P5_5-PREP-03 · Not run · unblocked by contractor #63, please retest
  4. P5_5-PREP-04: Not run P5_5-PREP-04 · Not run · ready

P5_5-PREP-01

Staff Not run
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.
Result

Paste or drop screenshots into the box, or use the paperclip. Up to 10.

No result has been recorded for P5_5-PREP-01 yet.

P5_5-PREP-02 →

P5_5-PREP-02

Customer Not run
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.

Unblocked by customer #106 — please retest.

Result

Paste or drop screenshots into the box, or use the paperclip. Up to 10.

No result has been recorded for P5_5-PREP-02 yet.

← P5_5-PREP-01 P5_5-PREP-03 →

P5_5-PREP-03

Staff Not run
Do this
Find the payment request submitted in Phase 5.
Expected
It shows waiting for review.

Unblocked by contractor #63 — please retest.

Result

Paste or drop screenshots into the box, or use the paperclip. Up to 10.

No result has been recorded for P5_5-PREP-03 yet.

← P5_5-PREP-02 P5_5-PREP-04 →

P5_5-PREP-04

Staff Not run
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.
Result

Paste or drop screenshots into the box, or use the paperclip. Up to 10.

No result has been recorded for P5_5-PREP-04 yet.

← P5_5-PREP-03

Quality visit

0 pass · 0 fail · 8 not run.

  1. P5_5-VISIT-01: Not run P5_5-VISIT-01 · Not run · ready
  2. P5_5-VISIT-02: Not run P5_5-VISIT-02 · Not run · ready
  3. P5_5-VISIT-03: Not run P5_5-VISIT-03 · Not run · ready
  4. P5_5-VISIT-04: Not run P5_5-VISIT-04 · Not run · ready
  5. P5_5-VISIT-05: Not run P5_5-VISIT-05 · Not run · ready
  6. P5_5-VISIT-06: Not run P5_5-VISIT-06 · Not run · ready
  7. P5_5-VISIT-07: Not run P5_5-VISIT-07 · Not run · ready
  8. P5_5-VISIT-08: Not run P5_5-VISIT-08 · Not run · ready

P5_5-VISIT-01

Staff Not run
Do this
Pick the project for a quality visit.
Expected
The visit shows Waiting to be scheduled.
Result

Paste or drop screenshots into the box, or use the paperclip. Up to 10.

No result has been recorded for P5_5-VISIT-01 yet.

P5_5-VISIT-02 →

P5_5-VISIT-02

Customer Not run
Do this
As the test owner, open the project.
Expected
It shows the visit is waiting to be scheduled, and who to contact.
Result

Paste or drop screenshots into the box, or use the paperclip. Up to 10.

No result has been recorded for P5_5-VISIT-02 yet.

← P5_5-VISIT-01 P5_5-VISIT-03 →

P5_5-VISIT-03

Staff Not run
Do this
Book a time for the visit.
Expected
The visit shows Scheduled, with the time.
Result

Paste or drop screenshots into the box, or use the paperclip. Up to 10.

No result has been recorded for P5_5-VISIT-03 yet.

← P5_5-VISIT-02 P5_5-VISIT-04 →

P5_5-VISIT-04

Customer Not run
Do this
As the test owner, open the project.
Expected
It shows the booked date and time.
Result

Paste or drop screenshots into the box, or use the paperclip. Up to 10.

No result has been recorded for P5_5-VISIT-04 yet.

← P5_5-VISIT-03 P5_5-VISIT-05 →

P5_5-VISIT-05

Staff Not run
Do this
Move the visit to a new time.
Expected
The new time is the visit's time. The old one is kept in the history.
Result

Paste or drop screenshots into the box, or use the paperclip. Up to 10.

No result has been recorded for P5_5-VISIT-05 yet.

← P5_5-VISIT-04 P5_5-VISIT-06 →

P5_5-VISIT-06

Customer Not run
Do this
As the test owner, open the project.
Expected
Only the new time shows as the visit's time.
Result

Paste or drop screenshots into the box, or use the paperclip. Up to 10.

No result has been recorded for P5_5-VISIT-06 yet.

← P5_5-VISIT-05 P5_5-VISIT-07 →

P5_5-VISIT-07

Staff Not run
Do this
Record the visit's result.
Expected
The visit shows Complete with its result.
Result

Paste or drop screenshots into the box, or use the paperclip. Up to 10.

No result has been recorded for P5_5-VISIT-07 yet.

← P5_5-VISIT-06 P5_5-VISIT-08 →

P5_5-VISIT-08

Customer Not run
Do this
As the test owner, open the project.
Expected
The visit shows Complete.
Result

Paste or drop screenshots into the box, or use the paperclip. Up to 10.

No result has been recorded for P5_5-VISIT-08 yet.

← P5_5-VISIT-07

Automatic picking

0 pass · 0 fail · 4 not run.

  1. P5_5-PICK-01: Not run P5_5-PICK-01 · Not run · unblocked by staff #208, staff #228, please retest
  2. P5_5-PICK-02: Not run P5_5-PICK-02 · Not run · unblocked by staff #208, staff #228, please retest
  3. P5_5-PICK-03: Not run P5_5-PICK-03 · Not run · unblocked by staff #208, staff #228, please retest
  4. P5_5-PICK-04: Not run P5_5-PICK-04 · Not run · unblocked by staff #208, staff #228, please retest

P5_5-PICK-01

Staff Not run
Do this
Open Automatic quality-visit picks and check one contractor's first five finished projects.
Expected
All five were picked without anyone choosing them.

Unblocked by staff #208, staff #228 — please retest.

Result

Paste or drop screenshots into the box, or use the paperclip. Up to 10.

No result has been recorded for P5_5-PICK-01 yet.

P5_5-PICK-02 →

P5_5-PICK-02

Staff Not run
Do this
Check that contractor's finished projects after their first five.
Expected
At least 5% of them were picked at random.

Unblocked by staff #208, staff #228 — please retest.

Result

Paste or drop screenshots into the box, or use the paperclip. Up to 10.

No result has been recorded for P5_5-PICK-02 yet.

← P5_5-PICK-01 P5_5-PICK-03 →

P5_5-PICK-03

Staff Not run
Do this
Check a finished project with a rebate of $40,000 or more.
Expected
It was picked without anyone choosing it.

Unblocked by staff #208, staff #228 — please retest.

Result

Paste or drop screenshots into the box, or use the paperclip. Up to 10.

No result has been recorded for P5_5-PICK-03 yet.

← P5_5-PICK-02 P5_5-PICK-04 →

P5_5-PICK-04

Staff Not run
Do this
Check a project finished after that contractor had a visit with items to resolve.
Expected
It was picked without anyone choosing it.

Unblocked by staff #208, staff #228 — please retest.

Result

Paste or drop screenshots into the box, or use the paperclip. Up to 10.

No result has been recorded for P5_5-PICK-04 yet.

← P5_5-PICK-03

Clean up

0 pass · 0 fail · 1 not run.

  1. P5_5-CLEAN-01: Not run P5_5-CLEAN-01 · Not run · unblocked by customer #106, please retest

P5_5-CLEAN-01

Staff Not run
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.

Unblocked by customer #106 — please retest.

Result

Paste or drop screenshots into the box, or use the paperclip. Up to 10.

No result has been recorded for P5_5-CLEAN-01 yet.