Phase 6: Staff approve payment, customer and contractor see Paid

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.

P6-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.

Unblocked by customer #106 — please retest.

← P6-PREP-01 P6-PREP-03 →

Do this

Sign in to the live contractor portal as your pre-loaded practice contractor. Every tester has one, already approved (contractor #93); Phase 2 is skipped this round, so nobody registers a new company.

Expected

The company shows as approved and can start a project.

← P6-PREP-02 P6-PREP-04 →

Do this

Have a separate payment request ready for each test, each on its own approved project.

Expected

Three payment requests wait for review, labeled P6-APPROVE, P6-CORRECT and P6-REFUSE.

Unblocked by contractor #63 — please retest.

← P6-PREP-03 P6-PREP-05 →

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.

← P6-PREP-04

Do this

Open P6-APPROVE's Redemption review tab, press Approve, and tick the completion documents, invoice and photo checks. Press Save.

Expected

Each check saves with your name.

Unblocked by contractor #80, staff #227 — please retest.

P6-APPROVE-02 →

Do this

With every redemption check done, press Approve in the Redemption review drawer.

Expected

The redemption review shows Passed. The payment checks on the Payment review tab are next.

Unblocked by contractor #80, staff #227 — please retest.

← P6-APPROVE-01 P6-APPROVE-03 →

Do this

Press Approve on the Payment review tab. In the drawer, record why any other claim on the address is not a duplicate, tick each check or say why it does not apply, and press Approve for payment.

Expected

The payment review saves as approved.

Blocked by staff #322.

← P6-APPROVE-02 P6-APPROVE-04 →

Do this

Once SPECTRUM has paid it, mark the rebate Paid with its payment date.

Expected

The project shows Paid.

← P6-APPROVE-03 P6-APPROVE-05 →

Do this

As the test owner, open the project.

Expected

It shows Paid.

← P6-APPROVE-04 P6-APPROVE-06 →

Do this

Open the project on the contractor portal.

Expected

It shows Paid.

Unblocked by contractor #80, staff #227 — please retest.

← P6-APPROVE-05

Do this

On P6-CORRECT's Redemption review tab, press Send back and name one problem.

Expected

The redemption review shows Failed with the problem.

Unblocked by contractor #80, staff #227 — please retest.

P6-CORRECT-02 →

Do this

Open the project on the contractor portal.

Expected

It shows Sent back and the problem.

Unblocked by contractor #80, staff #227 — please retest.

← P6-CORRECT-01 P6-CORRECT-03 →

Do this

Fix the problem and send it again.

Expected

It shows waiting for review again.

Unblocked by contractor #63, contractor #80, staff #227 — please retest.

← P6-CORRECT-02 P6-CORRECT-04 →

Do this

Reopen the redemption review.

Expected

Staff see the changed submission.

Unblocked by contractor #80, staff #227 — please retest.

← P6-CORRECT-03

Do this

Refuse P6-REFUSE's payment with a plain-language reason.

Expected

The refusal saves with its reason.

Unblocked by contractor #80, staff #227 — please retest.

P6-REFUSE-02 →

Do this

As the test owner, open the project.

Expected

It shows Not paid and the reason.

← P6-REFUSE-01 P6-REFUSE-03 →

Do this

Open the project on the contractor portal.

Expected

It shows Not paid and the reason.

Unblocked by contractor #80, staff #227 — please retest.

← P6-REFUSE-02

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.