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EPIC https: MCC-509711
Holdback Mgmt 1: Classify holdbacks, and update…
EPIC https: MCC-509711
Holdback Mgmt 1: Classify holdbacks, and update associated views
CHARTERS
MCC-597360
Update Site Payee dashboard Details to show Holdback Costs
Charter 2 : Role base testing to hide/ view holdback column in Site Payee Dashboard - Details - View
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Charter 1: Explore the Site Payee Dashboard - Details - View page in all supportive browser for new column to display holdback cost
MCC-593068
Update Site Payee dashboard to show Holdback Costs
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Charter 1: Explore the Site Payee Dashboard - View page in all supportive browser for new column to display holdback cost
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MCC-614189
Add Holdback Summary View to show holdback cost list
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MCC-619639
Improve Site Payee Dashboard load time and custom Payment Statuses
Test Charter 4 - Verify Payments Awaiting Approval by CRO/Sponsor column is displayed with the sum of associated payments when custom values are added in the new BO property
Test Charter 1 - Verify Site Payee Dashboard - View Page is loading in default view as per the value (True/False) selected in newly added BO Property
Test Charter 3 - Verify Payments Awaiting Invoice from Site column is displayed with the sum of associated payments when custom values are added in the new BO property payeeDashboard.paymentsAwaitingInvoice.paymentStatus.list
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Test Charter 5 - Verify Approved Payments column is displayed with the sum of associated payments when custom values are added in the new BO property payeeDashboard.paymentsApprovedAmount.paymentStatus.list
Test Charter 6 - Verify Paid Payments column is displayed with the sum of associated payments when custom values are added in the new BO property payeeDashboard.paymentsPaidAmount.paymentStatus.list
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Test Charter 7 - Test Charter 7 - Verify the Drill-down pages view for payments data columns available on Site Payee Dashboard - View page is correct
Test Charter 8 - Verify the Drill-down pages view for costs data columns available on Site Payee Dashboard - View page is correct
Test Charter 9 -Verify the Drill-down pages view for invoicing data columns available on Site Payee Dashboard - View page is correct
MCC-627176
Site Payee Dashboard - Holdback costs linked to an invoice
Charter 1 : Explore the functionality of Holdback costs linked to an invoice when the service is available
Charter 2 : Explore the functionality of Holdback costs linked to an invoice when the service is unavailable
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MCC-610287
Update Site Payee dashboard CSV download to show Holdback Costs
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MCC-610288
Update Site Payee dashboard Details CSV download to show Holdback Costs
Test Charter 2 : Role based testing to hide/ show Cost Items Heldback column on Site Payee Dashboard - Details - View
Test Charter 1 : Explore the functionality of Download All on Site Payee Dashboard -Details - View Page
MCC-614243
Update Holdback Summary View CSV download to show Holdbacks cost list
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FUNCTION
See total of all the holdback costs that have been generated by the Site, and which are awaiting approval from the CRO/Sponsor (if the user has permission)
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View a new page called 'Holdback Summary - View' on clicking on holdback link in Site Payee Dashboard - Details - View
Holdback Summary - View should display the following:
- unapproved holdback costs (include generated and ad hoc costs)
- approved holdback that have an invoice linked to them if the invoice is in 'Draft' or 'Ready to Send' status
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See a new column ''Cost Items Heldback" for holdback cost in the following views:
- Site Payee Dashboard - View
- Site Payee Dashboard - Details - View
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OPERATION
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Download Site Payee Dashboard details in views:
- Site Payee dashboard View
- Site Payee dashboard Details View
- Site Payee dashboard Summary View
QUESTIONS
MCC-593068
- Depending on the roles can holdback cost column be viewed/ hidden? (YES)
- Any Seed data changes?
(YES, clean and upgrade test needed)
- Test for Arm study needed?
(NO)
- Can holdback cost be created for invoices?
(NO, no impact in invoices)
- Summary Details link will be available and active? (YES, but not function to show holdback details)
MCC-597360
- Are we expecting change to Download feature in Site Payee Dashboard - Details - View?
(NO)
MCC -619639
- Performance test needs to be validated against Syneos and J&J both or anyone will suffice ?
- Cross browser testing needs to be performed in all the browsers like IE,Chrome,Firefox,Safari,Edge etc. ?
- Is there any defined threshold value for the Site Payee Dashboard view page expected to be timed out after that?
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BUG
MCC-566298
(4676545) Cannot generate payment tables from the payment dashboard
Test Charter 1 : Explore the functionality of Download All button on Site Payee Dashboard - View, Site Payee Dashboard - Details- View and Cost Summary - View pages
(With special characters in Site Name , PI and Payee)
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