ST.Script.04.Set-up project site

Set-up Project Site

Script Information

Description	The project leader for a project site with portfolio tools logs in, and configures the site with Wizards, Forms, Portfolios, etc.
Role(s)
Special skills required to run test	None
Dependencies
Time required
Last Updated	for 2.7 (wizard-related portions still need to be updated) 12/15/09

Testing Steps

Navigate to Project Site

Step

Action

Expected Result

1

If currently logged in from a previous activity, Log out

Log in as instructor. In top-right corner of 'Welcome' page enter:
user id: 'kfoster'
password: 'kayla'
Click 'Log in' button.

2

Select Test Project site from the list.

Project Home appears.

Add Participants to Project Site

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 Continue	The 'Test Project' Site Info page reappears.

Importing a Glossary (Not Critical for Quick Testing. Not yet updated for 2.7)

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	Enter the following: 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 under one of the items to ensure that the descriptions imported correctly.	The 'Revise Glossary Term' page appears and all information is filled in correctly.

Importing Forms

Step	Action	Expected Result
1	Download these files exported_reflection_form.zip, exported_comments_form.zip, exported_evaluation_form.zip
2	Click Forms from the main menu.	The 'Manage Forms' list page is displayed.
3	Click Import at the top of the screen.	The 'Import Form' page appears.
4	Click Select file next to the 'Import File' textbox.	The Resources 'Add Attachment' page is displayed.
5	Click Add and then Upload Files from the menu.	The Resources 'Upload Files' screen is displayed.
6	Next to File to Upload, click Browse to locate the exported_reflection_form.zip file that is located on your desktop.	The 'File to Upload' and 'Display Name' fields are populate with the file information.
7	Click Upload Files Now	The user's file appears on the 'Add Attachment' screen under 'Items to attach'.
8	Click Continue	The 'Import Form' page re-appears with the name of the zip file populated in the Import File textbox.
9	Click Import	The 'Manage Forms' list page appears with the imported form item displayed.
10	Click Edit under one of the items to ensure that the form imported correctly.	The 'Edit Form' page appears with the name of the form and its Instructions displayed.
11	Place a check in the checkbox next to make this form hidden	This will prevent users from adding the form through the Resources area.
12	Click Save Changes	The 'Manage Forms' page redisplays
13	Click Publish underneath 'Reflection' form	Confirmation page appears.
14	Click Yes	Form is now published, and 'Publish' link no longer appears.
15	Repeat steps 3 - 14 to import the evaluation and comments forms.

Importing a Matrix

Step	Action	Expected Result
1	Download this file Communications_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	Enter the following: File to Upload Click Browse to locate the Communications_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	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. At the bottom of the Feedback section, click the Add Reviewers link.	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.

Importing a Sequential Wizard (Not yet updated for 2.7)

If the tester is not interested in Wizards, you can skip to Importing a Portfolio Template

Step	Action	Expected Result
1	Download this file Sequential_Communications_Wizard.zip, and save to your desktop.
2	Click Wizards from the main menu.	The 'Manage Wizards' page is displayed which lists any wizards that have been added to the CIG.
3	Click the Import link at the top of the page.	The 'Import Wizard' page is displayed.
4	Click Select Files link next to the 'Name' textbox.	The Resources area - Select Item page is displayed.
5	Click Add and then Upload Files from the menu.	The 'Add Attachment' form page in Resources appears.
6	Enter the following: File to Upload Click Browse to locate the file Sequential_Communications_Wizard.zip that was saved to your desktop. Click Continue	The Resources list page re-appears with your item listed under 'Items to attach'
7	Click Continue	The 'Import Wizard' page re-appears with the name of the .zip file in the 'Name' textbox.
8	Click Import	The file should import successfully and a new entry should appear in the 'Manage Wizards' page with the name of your wizard.

Importing a Hierarchical Wizard (Not yet updated for 2.7)

Step	Action	Expected Result
1	Download this file Hierarchical_Communications_Wizard.zip, and save to your desktop.
2	Click Wizards from the main menu.	The 'Manage Wizards' page is displayed which lists any wizards that have been added to the CIG.
3	Click the Import link at the top of the page.	The 'Import Wizard' page is displayed.
4	Click Select Files link next to the 'Name' textbox.	The Resources area - Select Item page is displayed.
5	Click Add and then Upload Files from the menu.	The Resources form page in Resources appears.
6	Enter the following: File to Upload Click Browse to locate the file Hierarchical_Communications_Wizard.zip that was saved to your desktop. Click Continue	The Resources list page re-appears with your item listed under 'Items to attach'
7	Click Continue	The 'Import Wizard' page re-appears with the name of the .zip file in the 'Name' textbox.
8	Click Import	The file should import successfully and a new entry should appear in the 'Manage Wizards' page with the name of your wizard.

Importing a Portfolio Template

Step	Action	Expected Result
1	Download this file Contact_Template.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	Enter the following: File to Upload Click Browse to locate the Contact_Template.zip file that is located on your desktop.	The 'File to Upload' and 'Display Name' fields are populated with the file information.
6	Click Upload Files Now	The 'Add Attachment' page redisplays 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.

Script Resources

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