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Step | Action | Expected Result |
|---|---|---|
1 | Download this file Communications_2.7 Import Matrix.zip, and save to your desktop. |
|
2 | Click Matrices from the main menu. | The 'Manage Matrices' list page is displayed. |
3 | Click Import at the top of the screen. | The 'Import Scaffolding' page appears. |
4 | Click Choose file... next to the 'Import File' textbox. | The Resources 'Add Attachment' page is displayed. |
5 | Click Add and then Upload File from the menu. | The 'Upload Files' form page is displayed. |
6 | Next to File to Upload, click Browse to locate the Communications_2.7 Import Matrix.zip file that is located on your desktop. | The Resources 'Add Attachments' page displays with the 'Communications_Matrix.zip' file under 'Items to attach'. |
7 | Click Continue | The 'Import Scaffolding' page re-appears with the name of the zip file populated in the Import File textbox. |
8 | Click Import | The 'Edit Matrix Properties' form displays |
9 | Click Save Changes | The 'Edit Matrix' form displays |
10 | Click Return to List | The 'Manage Matrices' list page appears with the new matrix displayed. |
11 | Click Preview under the imported matrix | The 'Preview' link is replaced by the 'Publish' link. |
12 | Click Publish | A Confirmation dialog appears |
13 | Click Continue | The 'Matrices' list page displays. |
Adding Default Reviewers and Evaluators for all matrix cells
Step | Action | Expected Result | |
|---|---|---|---|
1 | In the Manage Matrices list of matrices, click the Edit link for the 'Communications Matrix' | The 'Edit Matrix' page displays | |
2 | Click Edit Properties at the middle top of the screen | The 'Edit Matrix Properties' page displays | |
3 | Scroll down to the 'Feedback' section. | The 'Select Reviewers' screen displays. | |
4 | In the 'Select by Role' section, in the 'Roles' select box (the second box down on the left), click on maintain and then click the Add button. | The 'maintain' role appears in the 'Selected Role(s)' select box. | |
5 | Click Save | The 'Edit Matrix Properties' page redisplays with the 'maintain' role listed for 'Reviewers' (you will need to scroll down to the feedback section to see this.) | |
6 | Scroll down to the 'Evaluation' section and click the Add Evaluators link. | The 'Select Evaluators' page displays } | |
7 | Follow the procedure in Steps 4 and 5 to add the 'maintain' role as the evaluator | The 'Edit Matrix Properties' page redisplays with 'maintain' listed under 'Evaluators' | |
8 | Click Save Changes | The 'Save Scaffolding' page displays with a warning message | |
9 | Click Continue | The 'Edit Matrix' page redisplays Change Title to Communications Matrix | 'Style' = 'Professional Style' |
10 | Click Save Changes | The 'Edit Matrix' form displays | |
11 | Click Return to List | The 'Manage Matrices' list page appears with the new matrix displayed. | |
12 | Click Preview under the imported matrix | The 'Preview' link is replaced by the 'Publish' link. | |
13 | Click Publish | A Confirmation dialog appears | |
14 | Click Continue | The 'Matrices' list page displays. |
| Note |
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If the tester is not interested in Wizards, you can skip to Importing a Portfolio Template |
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Step | Action | Expected Result |
|---|---|---|
1 | Download this file Contact _ Template 2.7.zip, and save to your desktop. |
|
1 | Click Portfolio Templates from the left-hand menu. | The 'Manage Portfolio Templates' list page is displayed. |
2 | Click Import at the top of the screen. | The 'Import Template' page appears. |
3 | Click Select File next to the 'Template File' textbox. | The Resources 'Add Attachment' page is displayed. |
4 | Click Add and then Upload Files from the menu. | The 'Upload Files' page is displayed. |
5 | Next to File to Upload, click Browse to locate the Contact _ Template 2,7.zip file that you downloaded in step 1. | The 'File to Upload' and 'Display Name' fields are populated with the file information. |
6 | Click Upload Files Now | The 'Add Attachment' page redisplays with the 'Contact_Template.zip' file under 'Items to attach'. |
7 | Click Continue | The 'Import Template' page re-appears with the name of the zip file populated in the Template File textbox. |
8 | Click Import | The 'Manage Portfolio Templates' page re-appears with the imported template now listed. |
9 | Click Publish | The 'Publish' link disappears. |
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