Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Step

Action

Expected Result

1

Click Site Info from the main menu.

The 'Test Project' Site Info page is displayed.

2

Click Add Participants link at the top of the screen.

The 'Add participants' page is displayed.

3

In the 'Official Email or Username' textarea, enter the following usernames (one per line, as shown below):
mdora
njarrett
zmortimer
cowens
Click the radio button next to 'Assign each participant a role individually'
Click Continue

The 'Choose a Role for Participants' screen is displayed.

4

For the users 'mdora', 'njarrett', 'zmortimer', use the drop-down to select access
For the user 'cowens', use the drop-down to select maintain
Click Continue

The 'Add participants to Test Project' page is displayed.

5

Leave the 'Don't send' radio button selected and click Continue

The 'Confirming Add Participant(s)...' page is displayed. The name, id and role of the each person added in the previous step is listed.

6

Click Finish

The 'Test Project' Site Info page reappears.

Importing a Glossary

...

Step

Action

Expected Result

1

Download this file glossary export and save to your desktop

 

2

Click Glossary from the main menu.

The 'Manage Glossary' list page is displayed.

3

Click Import at the top of the screen.

The 'Import Glossary' page appears.

4

Click Select file... next to the 'Glossary File' textbox.

The Resources list page is displayed.

5

Click Add and then Upload Files from the menu.

The 'Add Attachmment' form page is displayed.

6

Next to File to Upload Click Browse to locate the exported_glossary.zip file that is located on your desktop.
Click Continue

The Resources list page displays the 'exported_glossary.zip' file under 'Items to attach'.

7

Click Continue

The 'Import Glossary Terms' page re-appears with the name of the zip file populated in the Glossary File textbox.

8

Click Replace the existing term with the importing term
Click Import

The 'Manager Glossary' list page appears with the new glossary items displayed. In addition, there is a confirmation message at the top of the page The import of terms was successful

9

Click Edit beside one of the items to ensure that the descriptions imported correctly.Make a change to the description and click Save Changes.

The 'Edit Glossary Term' page appears and all information is filled in correctly.

10

Click Import again and select the exported_glossary.zip from Resources. Make sure Replace the existing term with the importing term is selected.
Click Import

The glossary items should have overwritten the previous glossary terms. Verify that the description you modified has been overwritten.

Importing a Matrix

Step

Action

Expected Result

1

Download this file 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 2.7 Import Matrix.zip file that is located on your desktop.
Click Upload Files Now

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

Change Title to Communications Matrix
Verify that all settings have imported correctly

'Style' = 'Professional Style'
'Progression' = 'Vertical'
'Custom Form' = 'Contact Information'
'Reflection' = 'Reflection'
'General' and 'Item' Feedback Options are set to 'Unrestricted'
'Feedback' form = 'Feedback'
'Reviewers' lists '1. maintain (Role)'
'Evaluation' form = 'Evaluation'
'Evaluators' lists '1. maintain (Role)'

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.

...