ExampleApp Functional Specification

ExampleApp Functional Specification
Author:
Version:
Overview:
Structure:
ampleApp Functional Specification

Tony Heap
This is a living document and is not formally version controlled.
Accordingly, there is no formal sign-off of the document as a whole. Rather, each "acceptance crite
"Agreed" columns on the "Details" worksheet).
This document (together with a number of supplementary documents) is the functional specificatio
This document specifies what the system will do as opposed to how it will do it (i.e. It is not a techn
This document specifies only the changes to the system; it does not specify existing functionality.
The functional specification consists of a set of "stories".

Each story describes some aspect of the system's behaviour, either functional or non-functional.
A story is the smallest unit of system delivery - a story is either delivered or it is not.
In practice, stories are grouped together and delivered as (time-boxed) "increments" every 3-4 wee
The "Summary" worksheet is an inventory of all the stories, along with various information for eac
In particular, the "Status" column in the "Summary" worksheet indicates the status of each story, f
"gone live".
The "Details" worksheet contains the detailed specification for each story.
Each story is specified in "use case" format (ref. "Writing Effective Use Cases", Alistair Cockburn, 2
See the column heading comments on the "Summary" and "Details" worksheets for further details
The "Actors" workheet specifies all actors (users and external systems)
The "Stats" worksheets show development progress for individual increments, in the form of a "bu
Story ID Story Name
As a... (Actor)
S001
Timeout
Logged In User
S002
Submission Warning
Assessment
Submitter
S003
Submission E-mail
Assessment
Submitter
S004
Approval E-mail Log
DIP Team
S005
Thingy New User E-mail
XYZ ABC User
S006
Thingy "Not Relevant" Extras
Thingy
Assessment
Completer
S007
Thingy KB Doc Change
General User
S008
Thingy Footer Details
Thingy User
S009
Thingy Request Registration
Thingy User
S010
Add Widget Comments
Assessment
Completer
S012
View Widgets List

(Enhancements)
General User
S013
View Widget Header Information General User

(v8+)
S014
View Widget Description (v8+)
General User
S015
View Widget Guidance Text

(v8+)
General User
S016
View Knowledge Base Resources General User

(v8+)
S017
View Widget Origins (v8+)
General User
S068
View Widget Changes (v8+)
General User
S018
View Training Tool Text (v8+)
General User
S019
View Training Tool Custom Text

(v8+)
General User
S020
View Attainment Levels (v8+)
General User
S021
View Evidence Types
General User
S049
Expand and Collapse Widget

(v8+)
General User
S023
Indicate Widget As Not Relevant Organisation

(v8+)
User
S024
Enter Comments for an

Attainment Criterion
Organisation
User
S025
Add Custom Evidence Type
Organisation
User
S026
Indicate Evidence Obtained
Organisation
User
S027
Enter Evidence Comments
Organisation
User
S028
Specify External Evidence

Location
Organisation
User
S131
Specifiy Evidence Location

Improvement
Organisation
User
S030
Upload Evidence
Organisation
User
S031
View Evidence
Organisation
User
S029
Specify Duplicate Evidence
Organisation
User
S140
View Duplicate Evidence
Organisation
User
S139
Cannot Delete Referenced

Custom Evidence
Organisation
User
S149
Link to Existing Uploaded

Evidence
Organisation
User
S163

Evidence (Mark 2)
Organisation
User
S032
Configure Evidence Provision

Status
Sys Admin
S033
Indicate Attainment Criterion

Achieved
Organisation
User
S034
Indicate Attainment Level 0

(v8+)
Organisation
User
S036
Determine Current Attainment

Level (v8+)
Organisation
User
S037
Determine Widget Status
Organisation
User
S038
Grant Widget Exemption
XYZ ABC User
S039
View Widget Exemption
Organisation
User
S044
Grant Evidence Exemption
XYZ ABC User
S045
Grant Evidence Exemption to

Org Type
XYZ ABC User
S046
View Evidence Exemption
Organisation
User
S047
Save Widget
Organisation
User
S022
View Printable/Downloadable
Version of Widget
General User
S050
Download Widgets In Bulk
Logged In User
S076
Download Widgets In Bulk (PerInitiative Booklets)
Logged In User
S069
Download Widgets Spreadsheet General User
S056
S057
S058
Create Bulk Email

Add Bulk Email Attachments
Send Bulk Email
XYZ ABC User

XYZ ABC User
XYZ ABC User
S059
View Bulk Emails
XYZ ABC User
S060
Amend Bulk Email
XYZ ABC User
S061
S080
S102
Delete Bulk Email

View Bulk Email
Bulk Email Look & Feel
XYZ ABC User

XYZ ABC User
XYZ ABC User
S063
View Glossary Term Definition
General User
S070
View Glossary Term (Printable)
General User
S064
S071
View Glossary
View Printable/Downloadable
Version of Glossary
General User
General User
S082
Publish Widgets - Printable

Version
Sys Admin
S099
Publish Widgets - ZIP File

Downloads
Sys Admin
S100
Publish Widgets - Booklet

Downloads
Sys Admin
S101
Publish Widgets - Per-Initiative

Booklets
Sys Admin
S151
Publish Widgets - Spreadsheet

(Technology Spike)
Sys Admin
S072
Publish Widgets - Booklets with

Glossaries
Sys Admin
S067
Publish Glossary
Sys Admin
S073
View Assessment Summary
Organisation
User
S136
View Assessment Summary

Target Score
Organisation
User
S077
Look and Feel
General User
S104
Look and Feel v2
General User
S078
S096
Improved Navigation
Improved Navigation Information Mapping
General User
Information
Mapping User
S074
Navigate to Views Maintenance
XYZ ABC User,

Organisation
Administrator
S079
Home Page
General User
S091
Next Deadline Info
Logged In User
S125
View Submission Deadline on

Performance Update
Organisation
Admin
S092
S093
S090
Log In
Log Out
Register For an Account
General User
Logged In User
General User
S089
S083
S097
Contact Us
View "About" Info
Improved Navigation - Widgets
General User
General User
General User
S098
Home Page - What Next
Logged In User
S075
Search Knowledge Base
General User
S105
Context Sensitive Help

Mechanism
Developer
S108
Look & Feel - Widget Details
General User
S110
Can't Enter Widget Level

Comments
Organisation
User
S111
Smaller PQR Assurance

Statement Pop-up
Organisation
User
S112
Submission Email Log
Organisation
User
S117
Specify A Widget Owner
Organisation
Administrator
S113
Add Improvement Action
Organisation
User
S138
View Improvement Actions
XYZ ABC User
S114
Produce Improvement Plan and

Evidence Report
Organisation
User
S116
Send Ad-hoc Improvement

Action Reminders
Organisation
Admin
S115
Send Regular Improvement

Action Reminders
Organisation
Admin
S121
View Past Attainment Level
Organisation
User
S122
Set Target Attainment Level and Organisation

Date
User
S137
Set Target Attainment Level of

0, NR or EX
Organisation
User
S123
Mark Widget as Complete
Organisation
User
S124
Mark Widget as Confirmed
Organisation
Reviewer
S127
Odds and Ends
General User
S128
Unsubmit Baseline/Performance XYZ ABC User

Update: Changed Permissions
S129
Submit Baseline/Performance
Update Warnings
S130
Can't Delete Widget Owner User Organisation

Admin, XYZ ABC
User
S132
Beta Test Phase 1 Defects
General User
S133
Odds and Ends 2
General User
S135
Organisation Type Names
General User
S141
PQRT Release Cycle Info in

Approval Email Text
Organisation
Admin
S150
View Widget from Performance

Progress Report
Organisation
User
S153
View Widget Containing Table
General User
S154
View Widget Containing Main

Heading
General User
S157
View Widget Containing

Hyperlink
General User
S155
Incorporate Exemptions into

Report Scores
General User
Organisation
Admin
S156
Sumbit Assessment (Simplified

Interface)
Org User
S158
View Exemption in Widgets List
Org User
S159
View Assessment as an XYZ ABC XYZ ABC User

User
S161
Receive Dirty Flag Warning for

Widget
Org User
S103
Look & Feel - Forgotten User

Details
General User
S173
Assessment Summary Mark 2
Organisation
User
S176
Auto Create Assessment
Organisation
User
S166
Widget Details Page

Enhancements
General User
S183
Widget Details Page Callouts
Organisation
User
S167
Widget PDF Enhancements
General User
S169
Contact Us Page Mark 2
General User
S170
Registration Mark 2
General User
S171
Home Page Mark 2
General User
S174
Greyed Out Submit Buttons
Organisation
User
S175
Widgets List Mark 2
Organisation
User
S085
View Quick Start Guide
General User
S181
Odds and Ends 3
General User
S182
Maintain Users (Simplified

Interface)
Organisation
User
S184

Usability
Organisation
User
S142
View Improved Assessment

Report
General User
S143

Report (Own Org)
General User
S144

Report - Breakdown by
Attainment Level
General User
S145

Report - Stages and Targets
Organisation
User
S146

General User
Report - Breakdown by Initiative
S177
New Org Type: Eyecare
General User
S084
View "Accessibility" Info
General User
S087
Alternative Browser Support
General User
S086
S094
View Terms & Conditions

View Updated Registration
Terms & Conditions
General User
General User
S206
Widget Number Prefix
General User
S207
Upload Evidence Last Chance

Saloon
Organisation
User
S185
S208
Miscellaneous Defects
Better Call-Outs on Widget
Details Page
Developer
Organisation
User
S109
General User
S202
Odds and Ends 4
General User
S203
Publish Widgets Without PDFs
Sys Admin
S190
S205
View Help Topics

General User
Improved Local File Specification Organisation
User
S147

Report - HTML Version
General User
S148

(Report Sheet)
Sys Admin
S212
User Friendly Error Page
General User
S201
Publish Knowledge Base

Enhancements
Sys Admin
S209
Odds and Ends 5
General User
S210
S198
Misc Defects 2
Upload Audit Report
Developer
Organisation
Auditor
S199
Mark Widget as Audited
Organisation
Auditor
S200
View Widget Audit Stats
Organisation
Auditor
S066
Sys Admin
S065
Publish Widgets - Online Version Sys Admin
S081
Publish Glossary (Advanced)
Sys Admin
S160
View Assessment as a General

User
General User
S165
View Assessment as a General

User (Mark 2)
General User
S152

Report - Breakdown by Key
Widget Status
General User
S187
Accessibility
General User
S106

(List Sheet)
Sys Admin
S107

(Details Sheet)
Sys Admin
S172
Look and Feel Mark 3
General User
S204
Tri State Tick Boxes on Widget

Details Page
Organisation
User
S215
S214
Misc Defects 3
Odds and Ends 6
Developer
General User
S178
S179
New Org Type: Thingy HQ

XYZ ABC User
Import Thingy HQ Relationships Sys Admin
S180
View Thingy Reports as Thingy

HQ
Organisation
User
S189
Assessment Report - Graphs
General User
S195
Assign Organisation Auditor Role Organisation

Admin
S196
Organisation Auditor
Permissions
Organisation
Auditor
S197
Mark Assessment As Audited
Organisation
Auditor
S192
Approve Bulk Email
XYZ ABC User
S193
View Number of Recipeients for

Bulk Emails
XYZ ABC User
S188
Validate Email Address
General User
S213
Forgotten User Details

Enhanced
General User
S164
Use the Browser Back Button
General User
S211
Enter Own Password in

Registration
General User
S162

Report - Drill Down on
Breakdown
General User
S040
Grant Criterion Exemption
XYZ ABC User
S041
Grant Criterion Exemption to

Org Type
XYZ ABC User
S042
View Criterion Exemption
Organisation
User
S043
Determine Current Attainment

Assessment
Level Given Criterion Exemption Completer
S168
View Widget PDF Variants
General User
S035
Capture Date Last Modified
Organisation
User
S048
Jump To Widget
Organisation
User
S054
Review My Assessment
Organisation
User
S055
Review Submitted Assessment
XYZ ABC User
S062
View Undelivered Bulk Emails
XYZ ABC User
S088
File Viewers
General User
S095
Show Environment Name and

Build Number
S118
Specify a Second Widget Owner Organisation

Administrator
S119
Auto Complete Improvement

Action Owners
Organisation
User
S120
Capture Improvement Action

Completion Audit Trail
Organisation
User
S134
Publish Tool Config Refactor
Developer
S216
S217
S218
S219
S220
S221
General User
I can... (Goal)
Status
Have the system log me out if I do not use

it for a period
Live
Receive a warning before I submit my

assessment
Live
Receive an e-mail confirming my

assessment submission
Live
Priority
Dependencie
s
View a record of the sending of an approval Live

e-mail
Send thingy-specific "new user" e-mails
when I create user accounts
Live
Be able to answer "not relevant" for certain Live

requirements
View an amended thingy Knowledge Base
document
Live
View helpdesk details in any page footer
Live
View helpdesk details when self registering Live

for a Thingy
Add and amend general comments for my
requirement response
Live
Better understand the requirements list
Implement
Must
View key information about a (v8+)

requirement
Implement
Must
View the requirement description for a

(v8+) requirement
Implement
Must
View the guidance text for a (v8+)

requirement
Implement
Must
View and access the knowledge base

resources that are relevant to a (v8+)
requirement
Implement
Must
View the requirement origins for a (v8+)

requirement
Implement
Should
View a list of material changes that have

been made in this (major) version of the
(v8+) requirements
Implement
Should
View the training tool text for a (v8+)

requirement
Implement
Should
View (v8+) requirement-specific training

tool text
Implement
Should
View attainment levels and attainment

criteria for a (v8+) requirement
Implement
Must
S075
View standard evidence types against each Implement

attainment criterion
Must
S020
Expand or collapse the various sections of

the (v8+) requirement page
Implement
Must
S014-S020
Indicate that a (v8+) requirement is not

relevant to my organisation
Implement
Must
Enter comments for an attainment criterion Implement
Must
Add a custom evidence type to an

Implement
assessment criterion (because the standard
evidence types are not appropriate for me)
Must
Indicate that I have obtained a particular

evidence type
Implement
Must
Enter comments against a specific

evidence type
Implement
Must
Specify an external location for my

evidence
Implement
Should
Specify an external location for my

evidence (improved UI)
Implement
Must
Upload evidence to the PQRT server
Implement
Should
View evidence files that I have previously

specified in my requirement response
Implement
Should
S028, S030
Indicate that an evidence type is a

duplicate of another one I've already
specified (and cross reference it)
Withdrawn
Must
S029
View duplicate evidence files that I have

previously specified in my requirement
response
Withdrawn
Should
Be prevented from deleting custom

evidence which is referenced from
elsewhere
Withdrawn
Must
Specify an existing uploaded evidence file

against another evidence item
Withdrawn
Must
Specify an existing uploaded evidence file

against another evidence item
(enhanced/simplified version)
Implement
Must
S028, S030
Configure whether evidence provision is

mandatory or optional for each org type
Implement
Must
Indicate a given attainment criterion as

achieved either directly or indirectly
Implement
Must
Explicitly indicate that my organisation is at Implement

Attainment Level 0
Must
Have the system determine my current

attainment level for a given requirement
Implement
Must
Have the system determine the status of

my requirement response
Implement
Must
Grant an exemption from a requirement to

an organisation
Implement
Must
View a requirement exemption granted to

my organisation
Implement
Must
Grant an exemption from a mandatory

evidence type to an organisation
Withdrawn
Could
Grant an exemption from a mandatory

evidence type to all organisations of a
specific type
Withdrawn
Could
S044
View an evidence exemption granted to my Withdrawn

organisation
Could
S044
Save changes I have made to my

requirement response
Implement
Must
View a printable/downloadable version of a Implement

requirement
Must
Download printable versions of

Implement
requirements in bulk, for viewing off-line or
for printing out
Must
Download printable versions of

Implement
requirements in bulk, for viewing off-line or
for printing out (specifically, per-initiative
booklets)
Should
Download the requirement set as a

spreadsheet for offline working
Implement
Must
Create bulk emails to be sent to users

Attach files to pending bulk emails
Have the system send all due bulk emails
Implement
Implement
Implement
Must
Must
Must
S056
S056
View bulk emails (both sent and pending)
Implement
Must
S056, S058
Amend a pending bulk email
Implement
Must
S059
S033, S034
S038
S050
Delete a pending bulk email

View a sent email
Have a nice look & feel for the bulk email
function
Implement
Implement
Implement
Must
Must
Should
S059
S059
S056, S057,
S058, S059,
S060, S061
View the definition of a term that is defined Implement

in the glossary
Must
S064
Identify glossary terms in the printable

version of a requirement
Implement
Must
S022
View the entire glossary

View a printable/downloadable version of
the glossary
Implement
Implement
Must
Must
Publish or re-publish the printable versions Implement

of the requirements
Could
S065
Publish or re-publish the ZIP file downloads Implement

for the requirements
Could
S065
Publish or re-publish the booklet downloads Implement

for the requirements
Could
S065
Publish or re-publish the per-initiative

booklet downloads for the requirements
Implement
Could
S065, S076
Publish or re-publish the XL spreadsheet

download for the requirements (simple
version to prove technology)
Implement
Must
S065
Publish or re-publish the booklet downloads Withdrawn

for the requirements, including a glossary
section
Could
S100, S101
Publish a new version of the glossary based Implement

on the data held in RAT
Must
View summary data about my assessment
Implement
Should
View my target score along with my

assessment summary
Implement
Should
Use the application easily and without

aesthetic insult to my eye
Implement
Must
Have an enhanced aesthetic experience,

with lovely soft curves caressing my visual
senses
Implement
Must
S077
Navigate the site more easily

Be able to navigate to the information
mapping functions
Implement
Implement
Must
Must
S078
Be able to access the Views Maintenance

function
Withdrawn
Should
View information on the home page
Implement
Must
Find out when my next assessment

deadline is
Implement
Should
Be told the (correct) submission deadline

when I do a Performance Update
Implement
Must
Log in to the system

Log out from the system
Register for an PQRT account
Implement
Implement
Implement
Must
Must
Should
S079
S079, S092
Contact XYZ ABC about the PQRT

Implement
Read general information about PQRT
Implement
Navigate more sensibly to the requirements Implement
list page
Must
Must
Should
S078
S078
Once I have logged in, view instructions on Implement

what I can do next
Must
Search for knowledge base documents

based on various criteria
Implement
Must
Implement context sensitive help in a

straightforward and flexible manner
Implement
Must
Have a nice look & feel for the requirement Implement

details page
Must
Not enter requirement-level comments for

a (v8+) requirement
Implement
Must
Be able to view the PQR Assurance

Statement Pop-up on an 800x600 screen
Implement
Must
View a record of the sending of an

submission e-mail
Implement
Must
Specify a user from my organisation as the Implement

owner for a given requirement
Should
Add an improvement action against a

specific attainment criterion
Implement
Should
View improvement actions
Withdrawn
Must
Produce an improvement plan for my

organisation
Implement
Should
Send ad-hoc email reminders to

requirement owners with outstanding
improvement actions
Implement
Should
Send regular email reminders to

requirement owners with outstanding
improvement actions
Implement
Could
View my attainment level for a (v8+)

requirement on my previous assessment
Implement
Must
S016
Set a target attainment level and date for a Implement

given (v8+) requirement
Must
Set a target attainment level of 0, NR or EX Implement
Must
Mark a (v8+) requirement response as

complete
Implement
Must
Mark a (v8+) requirement response as

confirmed
Implement
Must
See a range of random and unrelated point Implement

improvements across the site
Could
Unsubmit baselines and performance

updates whereas organisation admins
cannot
Implement
Must
Receive warnings when submitting

baselines and performance updates
Implement
Must
Not delete a user who is a requirement

owner
Implement
Must
See various defects/issues resolved that

appeared in Beta Test Phase 1
Implement
Must

Should
See better, shorter names for organisation

types
Implement
Must
Receive a message about the PQRT release Implement

cycle as part of the approval email
Must
View the correct "guidance" document from Implement

the Performance Progress Report for a v8+
assessment
Must
View a (v8+) requirement with a table

within the guidance text
Implement
Must
View a (v8+) requirement with a main

heading within the guidance text
Implement
Must
View a (v8+) requirement with a hyperlink

within any RATML field
Implement
Must
Have the system take exemptions into

account when calculating overall % scores
Implement
Must
Submit my (v8+) assessment once I have

entered a score for each requirement
Implement
Must
View the fact that I have been exempt from Implement

a requirement in the requirements list
Must
View an organisation's assessment details Implement

as an XYZ ABC user, with the relevant fields
visible but read-only
Must
Receive a warning if I attempt to leave the

Widget Details page without saving my
changes
Implement
Should
Get help with forgotten user details (org

code, user ID, password)
Implement
Should
See various enhancements as suggested

during Beta Test Phase 1
Implement
Must
Have the user auto create a new

assessment for me instead of having to
create it myself
Implement
Must

Implement
Should
See "help" callouts on the requirement

details page
Implement
Should

Implement
Should

Implement
Should

Implement
Should

Implement
Should
See greyed out submit buttons on the

Assessment Summary page
Implement
Must

Implement
Should
Get up to speed with using PQRT as quickly Implement

as possible
Must

Must
Create, amend and delete users within my

organisation user (using the simplified
interface)
Implement
Should
Be able to add improvement actions more

easily, with less reliance on pop-ups
Implement
Could
View an organisation's Assessment Report

with various enhancements
Implement
Must

with various enhancements
Implement
Must
S142

broken down by attainment level
Implement
Must
S142

including baseline, performance update
and target scores
Implement
Must
S142

broken down by initiative
Implement
Must
S142
Be able to view requirements and complete Implement

assessments for eyecare organisations
Should
Read information about PQRT accessibility
Implement
Must
Use the application via all XYZ ABC

supported web browsers
Implement
Must
View PQRT terms & conditions

View updated Terms & Conditions when
registering for an PQRT account
Implement
Implement
Must
Should
See the major version number as a prefix

to the requirement number (v8+ only)
Implement
Must
Be less confused when uploading evidence Implement
Should
S078
S078
Left over defects not yet fixed

Experience better call-out help on the
Widget Details page
Implement
Implement
Must
Could
Receive context sensitive help as

necessary across the whole site
Implement
Must

Must
Be able to publish the requirements without Implement

generating all the PDF files (to save time)
Should
View various help topics

Be able to type the file name, see the full
path view "local file" evidence
Implement
Withdrawn
Must
Should
Create an HTML version of the assessment

report
Implement
Should
S142-S146,
S152

download for the requirements (report
sheet)
Implement
Could
S107
Receive a user friendly error message when Implement

a system error occurs, including a reference
number to help ABC diagnose the problem
Should
Be able to republish the knowledge base

without wiping out links with requirements
Should
Implement
S105

Could

Upload an audit report for a give
assessment
Implement
Withdrawn
Must
Should
Mark individual requirements as audited
Withdrawn
Could
View statistics on the auditing of individual Withdrawn

requirements
Could
Publish a new version of the Knowledge

Base based on the data held in RAT
Test (Low)
Must
S075
Publish a new version of the requirements

based on the data held in RAT
Test (Low)
Must
S022, S066
Publish a new version of the glossary based Fix (Low)

on the data held in RAT (advanced version
including PDF generation within PQRT)
Could
View an organisation's assessment details

as a General user, with the relevant fields
Fix (Low)
Must
View an organisation's assessment details

as a General user, with the relevant fields
Fix (Low)
Should

broken down by key requirement status
Fix (Low)
Should
Be able to access the site as a disabled

user
Fix (Low)
Must

download for the requirements
(requirements list sheet)
Fix (Low)
Must
S151

download for the requirements
(requirements list sheet)
Fix (Low)
Must
S106
Experience a yet further enhanced look and Fix (Low)

feel
Should
See "really" disabled tick boxes as greyed

out but see "auto tick by system" tick
boxes as not greyed out
Could
Fix (Low)

Fix
See a range of random and unrelated point Dev
Could
Set up Thingy HQ users

Import relationships between pharmacies
and pharnacy HQs from TDB
Dev
Dev
Must
Must
Be able to view Performance Performance

Reports of Pharmacies as a Thingy HQ
Dev
Must
View graphs within my Assessment

Summary XL file
Dev
Should
Assign the "Organisation Auditor" role to

users within my organisation
Dev
Should
Access existing functions as appropriate to Dev

my status
Should
Mark an assessment as audited
Dev
Should
Approve a bulk email to be sent
Dev
Should
S067, S082
S142
See roughly how many users bulk emails

will be sent to
Dev
Should
Improve email validation within the

Dev
registration process by sending an email to
the user and forcing them to acknowledge
it
Should
Receive user details reminders for multiple Dev

accounts and with a more secure password
reset solution
Should
Have the browser "back" button operate

more gracefully
Req
Could
Enter my own password during registration Dev
Could
Drill down into the details of an assessment Dev

report for specific breakdown figures (e.g.
Key requirements met/not met)
Could
Grant an exemption from an attainment

criterion to an organisation
Dev
Should
Grant an exemption from an attainment

criterion to all organisations of a specific
type
Dev
Could
View a criterion exemption granted to my

organisation
Dev
Should
S040, S041
Have the system determine my current

attainment level for a given requirement,
given that I have a criterion exemption
Dev
Should
S040, S041
Be able to select from three variants of the Dev

requirement PDF
Could
Have the system capture and display the

"date last modified" for each individual
Dev
Should
Navigate quickly from one requirement to

another
Req
Could
Review all the details I have entered for my Req

(v8+) assessment so far
TBC
Review a submitted (v8+) assessment prior Req

to approval
TBC
View a list of undelivered bulk emails so

that I can consider whether to amend user
details
Req
Could
Get access to the various file viewers I

need to view PQRT files (e.g. Acrobat
Reader)
Req
Could
S147
See which (non live) environment I am

Dev
connected to and also which software build
I am using
Should
Specify a user from my organisation as the Req

second owner for a given requirement
Could
Have the system auto complete the

improvement action owner as I type
Req
Could
Have the system capture and display the

Req
date and user who marked an improvement
action as complete
Could
Have a simplified configuration structure

for the Publish Tool
Could
Dev
S117
Story Points Dev

Dev Owner Dev
Increment
Complete
Date
Actual Dev Time Fixing

Time
Defects (man
(man days) days)
v7.3
v7.3
v7.3
v7.3
v7.3
v7.3
v7.3
v7.3
v7.3
v7.3
2 v8.0 (i1)
CC
2/4/2010
2 v8.0 (i1)
CC
1/26/2010
0.5 v8.0 (i1)
CC
1/27/2010
0.25 v8.0 (i1)
CC
1/27/2010
2 v8.0 (i1)
CC
1/29/2010
0.5 v8.0 (i1)
CC
1/27/2010
0.5 v8.0 (i1)
CC
1/27/2010
0.25 v8.0 (i1)
CC
1/28/2010
0.25 v8.0 (i1)
CC
1/28/2010
3 v8.0 (i2)
CC
2/24/2010
5 v8.0 (i2)
RJM
2/23/2010
5.5
2 v8.0 (i1)
CC
1/27/2010
1 v8.0 (i2)
CC
2/25/2010
1 v8.0 (i2)
CC
3/5/2010
4 v8.0 (i2)
RJM
3/8/2010
2 v8.0 (i2)
RJM
3/1/2010
2 v8.0 (i2)
RJM
3/2/2010
5 v8.0 (i3)
RJM
3/19/2010
2 v8.0 (i4)
RJM
4/7/2010
3 v8.0 (i4)
RJM
4/14/2010
2 v8.0 (i4)
RJM
4/16/2010
4 N/A
RJM
1 N/A
RJM
2 N/A
RJM
4 v8.0 (i5)
RJM
4/23/2010
1 v8.0 (i5)
RJM
4/30/2010
0.5 v8.0 (i3)
NL
3/18/2010
0.5
6 v8.0 (i3)
CC
3/23/2010
1.5 v8.0 (i3)
CC
3/18/2010
1.5
5 v8.0 (i3)
RJM
3/23/2010
1 v8.0 (i3)
NL
3/18/2010
0.25
3 v8.0 (i4)
RJM
4/19/2010
1 v8.0 (i4)
RJM
3/31/2010
0.5 v8.0 (i3)
RJM/CMC
3/25/2010
0.5
0.5 v8.0 (i2)
NL
2/22/2010
1.5
2 v8.0 (i2)
NL
3/4/2010
1 v8.0 (i2)
NL
3/4/2010
0 v8.0 (i3)
NL
3/8/2010
5 v8.0 (i1)
3 v8.0 (i2)
5 v8.0 (i5)
DES
DES
DES
2/10/2010
3/5/2010
5/14/2010
4.5
1 v8.0 (i1)
DES
2/12/2010
1.5 v8.0 (i1)
DES
2/12/2010
N/A
N/A
N/A
0.5 v8.0 (i1)

1 v8.0 (i1)
1 v8.0 (i5)
DES
DES
DES
2/12/2010
2/12/2010
5/14/2010
3 v8.0 (i1)
RJM
2/4/2010
0 v8.0 (i4)
TM
4/12/2010
RJM
RJM
2/8/2010
2/17/2010
0.5
4 v8.0 (i4)
TM
4/16/2010
3 v8.0 (i4)
TM
4/22/2010
4 v8.0 (i4)
TM
4/16/2010
2 v8.0 (i4)
TM
4/16/2010
2 v8.0 (i5)
TM
4/29/2010
2.5 v8.0 (i1)
RM
2/11/2010
6 v8.0 (i4)
NL
4/21/2010
1 v8.0 (i5)
NL
4/28/2010
6 v8.0 (i2)
TM
2/25/2010
5 v8.0 (i2)
TM
3/4/2010
2 v8.0 (i2)
1 v8.0 (i3)
DES
NL
2/18/2010
3/19/2010
2
0.5
TM
2/24/2010
2 v8.0 (i1)
0.5 v8.0 (i2)
N/A
N/A
2 v8.0 (i2)
3 v8.0 (i3)
NL
3/26/2010
0.5 v8.0 (i3)
NL
3/23/2010
2 v8.0 (i2)
1 v8.0 (i2)
2 v8.0 (i2)
TM
TM
DES
2/25/2010
2/24/2010
3/5/2010
1
0.5
3.5
2 v8.0 (i2)
0 v8.0 (i5)
1 v8.0 (i3)
DES
NL
NL
2/23/2010
5/7/2010
3/23/2010
2.5
0.25
0.5
2 v8.0 (i3)
NL
3/19/2010
0.75
5 v8.0 (i3)
DES
3/23/2010
2 v8.0 (i3)
RJM
3/24/2010
5 v8.0 (i3)
RJM
3/16/2010
0 v8.0 (i4)
CC
3/29/2010
0.25 v8.0 (i3)
CC
3/16/2010
0.25
0.25 v8.0 (i3)
CC
3/16/2010
0.25
3 v8.0 (i4)
DES
4/1/2010
3.5
5 v8.0 (i4)
DES
4/13/2010
6.5
6 v8.0 (i4)
DES
4/20/2010
4 v8.0 (i5)
DES
5/5/2010
4 v8.0 (i5)
DES
5/10/2010
4.5
0.5 v8.0 (i3)
RJM
3/25/2010
0.5
N/A
0.5 v8.0 (i4)
RJM
3/30/2010
1 v8.0 (i5)
RJM
4/26/2010
0.5
3 v8.0 (i5)
RJM
4/27/2010
2 v8.0 (i5)
RJM
4/27/2010
2 v8.0 (i4)
CC
4/15/2010
0.5 v8.0 (i4)
NL
4/9/2010
0.5
1 v8.0 (i4)
NL
4/9/2010
0.5
0.5 v8.0 (i5)
NL
4/22/2010
0.5
v8.0 (i5)
CC
4/26/2010
5 v8.0 (i5)
CC
5/13/2010
0.5 v8.0 (i5)
NL
4/22/2010
0.5
0 v8.0 (i5)
NL
4/22/2010
1 v8.0 (i5)
NL
5/10/2010
0.5
0 v8.0 (i5)
TM
5/5/2010
0.5 v8.0 (i5)
TM
5/5/2010
0 v8.0 (i5)
TM
5/5/2010
2.5 v8.0 (i5)
NL
5/14/2010
1.5
3 v8.0 (i5)
NL
5/12/2010
1 v8.0 (i5)
RJM
4/30/2010
0.5
0.5 v8.0 (i5)
RJM
4/27/2010
0.5
2 v8.0 (i5)
RJM
4/30/2010
0.5
2 v8.0 (i5)
NL
5/7/2010
1.5 v8.0 (i5)
CC
5/18/2010
0 v8.0 (i5)
CC
5/13/2010
0.5
2 v8.0 (i6)
RJM
5/21/2010
2 v8.0 (i6)
RJM
6/4/2010
2 v8.0 (i6)
CC
5/26/2010
0.5 v8.0 (i6)
DES
5/18/2010
1 v8.0 (i6)
DES
5/19/2010
3 v8.0 (i6)
DES/CMC
6/4/2010
0 v8.0 (i6)
CC
5/18/2010
0.5
2 v8.0 (i6)
RJM
5/25/2010
0.5 v8.0 (i6)
RJM
6/4/2010
0.5
2 v8.0 (i6)
0.5 v8.0 (i6)
6/4/2010
CMC
5/27/2010
2 v8.0 (i6)
RJM
5/28/2010
4 v8.0 (i6)
CC
5/27/2010
3.5
2 v8.0 (i6)
CC
5/27/2010
0.5
3 v8.0 (i6)
CC
5/28/2010
0.5
2 v8.0 (i6)
CC
6/1/2010
5 v8.0 (i6)
CC
6/2/2010
0.5 v8.0 (i6)
CC
5/27/2010
0 v8.0 (i7)
RJM
6/17/2010
1.5 v8.0 (i7)
RJM
6/15/2010
1.5
0 v8.0 (i7)
0 v8.0 (i7)
RJM
RJM
6/17/2010
6/18/2010
0
0
CC
6/18/2010
0.5
RJM
6/22/2010
0.5 v8.0 (i7)
1 v8.0 (i7)
v8.0 (i7)
1 v8.0 (i7)
1 v8.0 (i7)
RJM
6/25/2010
6/23/2010
RJM
6/11/2010
3 v8.0 (i7)
6/25/2010
1 v8.0 (i7)
TM
6/18/2010
0.5 v8.0 (i7)

N/A
NL
6/24/2010
0.5
3 v8.0 (i8)
CC
7/21/2010
5 v8.0 (i8)
TM
7/5/2010
4.5
1 v8.0 (i8)
RJM
7/1/2010
3 v8.0 (i8)
TM
7/21/2010
DES
3/17/2010
TM
3/30/2010
2 v8.0 (i8)
v8.0 (i8)
2 N/A
3 N/A
1 N/A
6 v8.0 (i3)
12 v8.0 (i3)
3.5
4 v8.0 (i1)
RM
2/12/2010
2 v8.0 (i5)
RJM
4/29/2010
0.5 v8.0 (i5)
RJM
4/30/2010
6/1/2010
0.5
3 v8.0 (i6)
CC
2 v8.0 (i7)
RJM
6/17/2010
2 v8.0 (i7)
TM
6/10/2010
7 v8.0 (i7)
TM
6/23/2010
2 v8.0 (i7)
DES
6/25/2010
1 v8.0 (i8)
RJM
6/30/2010
1.5
1
2
0.5
2
1
2
1
3
2
1
3
CC
CC
Notes
Beta Test
Phase
Phase 1
Phase 1
Phase 1
Phase 1
Phase 1
Phase 1
Phase 1
Phase 1
Tester
Phase 1
Phase 1
Phase 2
Much more complicated than Phase 1
initially estimated for
more complicated than
Phase 1
originally thought. Required
integration with main page
for testing save functionality
Phase 1
Phase 1
Phase 1
Was more complex than
anticipated, plus all of the
associated bubbling of
events needed to be
changed.
Phase 1
Phase 2
Phase 2
N/A
N/A
N/A
Superseded by S163
N/A
Phase 2
N/A
Phase 1
Phase 1
Phase 1
Phase 2
N/A
N/A
N/A
0.5 days. Most of the
functionality was already
implemented through other
stories.
Phase 1
nili: Time Taken includes

configuration and set-up
time
Phase 1
Phase 2
Phase 2
Phase 2
NL
Phase 1
Phase 2
Phase 1
Phase 2
Phase 2
Phase 2
Phase 2
Phase 2
Decided we don't want to

include a 30 page glossary
at the end of every booklet
N/A
Phase 2
Phase 2
Phase 1
Phase 1
Phase 1
Phase 1
Delay until we agree
N/A
whether we are getting rid of
Views
Phase 1
Phase 1
Incorporated Full-text search Phase 1
Phase 1
Phase 1
Phase 1
Phase 1
Phase 1
Phase 1
N/A
N/A
Phase 2
Had some issues with the
jQuery Datepicker
formatting.
Phase 2
N/A
Phase 2
EP
Phase 2
EP
Phase 2
EP
Problem with persisting

Phase 2
related data to the database.
Found bug in v7 fixed with
CMC help.
Phase 2
Phase 1
WidgetOwner is already
checked, but there were a
number of other tables
which referenced the
OrganisationUserID which
were not being checked.
actual dev time includes

time for work done for S141
actual dev time included in
time for work done for S135
Nb CMC also spent some

time on this
More than estimate as

Phase 2
existing screen wasnt fully
working therefore extra
effort was required to rework/fix existing
functionality. Hence spilled
over into Increment 5 period
by a day or so
CMC:Was actually bit longer Phase 2

from when gave estimate as
encompassed the new
"Reset" functionality on
assessment details page.
Have also changed the
description for auto-created
assessments to match the
new Version 8 (2010-2011)
format
Phase 2
Phase 2
Phase 2
Had to completely re-write

the entire wizard to
implement the 'primary key'
CSS
Phase 2
More than estimate owing to Phase 2

fact that the tooltip wordings
were status specific
Phase 2
Phase 2
Phase 2
(priority
"Highest"
items only)
Phase 2
Phase 2
NL
Phase 2
NL
Phase 2
NL
Phase 2
NL
Phase 2
NL
Phase 2
Needs to include markup to

force IE8 to operate in IE7
compatibility mode
EP
EP
EP
1 day sofar. Implemented on Phase 1
a number of pages specified
in the ContextHelp.xml file
See the ebay "Easy Lister"

photo upload pop-up for an
example of showing the full
path name.
Including integrating with

the Ratty tool and
Developing Staging
Database build project
Phase 2
EP
Phase 2
NL
EP
Phase 2
Phase 2
GT
GT
N/A
Story
ID
Story Name
As a... (Actor)
I can... (Goal)
Flow
Step When I... (Action)
S012
View Widgets List

(Enhancements)
General User
Better understand the

widgets list
Main
Then... (Acceptance Criterion)
Prototyped Agreed
PW/MG
The column headings indicate what happens

when the column content is clicked
11/18/2009
Agreed TUG Agreed Dev Notes
11/25/2009 CMC
Test Status Defect
Pass
Column 1 header is "Req No" (previously "Seq

No")
11/18/2009
11/25/2009 CMC
Pass
The widgets are grouped by initiative (with

initiative sub-headers and colour coding)
11/23/2009
11/25/2009 CMC
Pass
A new column "Key Req" indicates whether key

widget (including use of icons and/or colour)
11/23/2009
11/25/2009 CMC
CMC: Will need to have ALT text for the Pass

Icon as well for accessibility
For each answered key widget, the Attainment

Level column includes a "status" indicator
showing whether or not Attainment Level 2
reached
11/23/2009
11/25/2009 CMC
CMC: Again also needs ALT text for icon Pass
Pass
S013
S014
View Widget Header

Information (v8+)
View Widget Description

(v8+)
General User
General User
View key information

about a (v8+) widget
View the widget

description for a (v8+)
widget
Main
Main
View Widget Guidance Text General User

(v8+)
View the guidance text for Main

a (v8+) widget
The header panel is re-organised to list key data Y

down the RHS (widget no, initiative, whether key
widget, org type, widget version number)
11/16/2009
11/25/2009 CMC
The version number is of the format

Y
<major>.<minor> e.g. 8.0. Note that individual
widgets in the same set can be at different minor
versions.
11/30/2009
3/17/2010 CMC
The HORUS categorisation is removed

(this only applies for v8+ widgets - it is to be
retained for v7- widgets)
11/16/2009
11/25/2009 CMC
TBC knock-on effect on TDB. CMC Will Pass

definitely have knock on effect on TDB
will require at the least some TDB
reports being pulled and at worst
changes to TDB data structures and
associated batch and SP processes as
well.
The MSPrPe categorisation is removed

11/16/2009
11/25/2009 CMC
Pass
The Category categorisation is removed

11/16/2009
11/25/2009 CMC
Pass
The header panel is colour coded to indicate

Y
which initiative it belongs to (see PQRT v8 Colour
Palette v1)
11/16/2009
11/25/2009 CMC
Pass
The header panel is colour coded to indicate

whether it is a key widget (see PQRT v8 Colour
Palette v1)
11/16/2009
11/25/2009 CMC
Pass
The widget description for the widget appears

below the header panel (heading: "Widget
Description"). This is the text that previously
appeared with the widget question in the blue
box on the Guidance Document.
11/18/2009
11/25/2009 CMC
Pass
The guidance text is presented (correctly

formatted)
11/18/2009
11/25/2009 CMC
Pass
The guidance text has paragraph numbers (for

easy reference)
11/16/2009
11/25/2009 CMC
Pass
There is a list of all knowledge base resources

relevant to the widget
11/18/2009
11/25/2009 CMC
Pass
The title of section is "Knowledge Base

Resources"
11/18/2009
11/25/2009 CMC
Pass
The resources are grouped into "Key Resources", Y

"Exemplars" and "Useful Websites"
11/18/2009
11/25/2009 CMC
Pass
5
6
The resources are tabulated

Each resource title is a hyperlink through to the
resource (be it a document on our server or an
external URL)
Y
Y
11/18/2009
11/18/2009
11/25/2009 CMC
11/25/2009 CMC
Pass
Pass
When a hyperlink is clicked, the resoruce is

displayed in a new tab or window
CMC
Pass
For each resource there is a description of the

resource to help users determine the content of
the resource and whether it will be useful to
them
11/16/2009
11/25/2009 CMC
Pass
For each resource there is an indicator indicating Y

whether the resource is located internally on the
PQRT website or whether it is on an external web
page (this gives the user a hint that the content
they are looking at is not "owned" by XYZ ABC)..
11/30/2009
11/25/2009 CMC
10
For each internally located resource, the file type Y

and size is displayed
11/30/2009
11/25/2009 CMC
There is a section containing the widget origins

(after the (optional) Training section)
11/16/2009
11/25/2009 CMC
The widget origins section is a bullet list of free

format text items
11/16/2009
11/25/2009 CMC
Request to view a specific (v8+) widget
Precondition: the relevant widget text

has been converted from RATML into
HTML by S065 (Import Widgets Data)

S016
S017
View Knowledge Base

Resources (v8+)
General User
View Widget Origins (v8+) General User
View and access the

Main
knowledge base resources
that are relevant to a
(v8+) widget
View the widget origins for Main

a (v8+) widget
View Widget Changes

(v8+)
General User
View a list of material

changes that have been
made in this (major)
version of the (v8+)
widgets
Main
1a

View Training Tool Text

(v8+)
General User
View the training tool text Main

for a (v8+) widget
S019
View Training Tool Custom General User

Text (v8+)
View (v8+) widget-specific Main

training tool text
View Attainment Levels

(v8+)
General User
View attainment levels

Main
and attainment criteria for
a (v8+) widget
CMC: (1) Currently alt text reads "Key

Widget Minimum Level Met/Not met".
Think this is a better wording as there is no
guarantee that 2 will remain as the min
level for key widgets.
It's showing the cross icon correctly but Medium

it's showing the key icon instead of the
tick icon
Closed
(2)You can test this as have set page to

display for V7 assessment sets in order to
allow testing. Suggest using V7
assessment for organisation code REM.
1) Paragraph indenting is out. The

Medium
answer here (I think) is to remove the 5
x at the beginning of each para
in the HTML.
2) In IE, the first H3 displays fine but
the second and subsequent ones are
indented and too small. It seems to be
because they are embedded within a
<ul> (but so is the first one!), because
if I close the <ul> before the <h3> and
open it again afterwards it's OK. But
then the paragraph numbering goes to
cock, unless youe explicitly use the
"Start" attribute of <ul>.
Closed
CMC:I copied the HTML as was given in the

prototype at the time of development. The
HTML which will get produced is really part
of the publish story, as such . not sure
there's too much point frigging with the
test HTML to get the result we want.
Propose leaving this till testing of the
publish process.
TH 16/3: I will attempt to "fix" these in the
prototype and then you can take the latest
cut of the prototype HTML
TH 22/3: fixed in prototype (see email from
me the other day) CMC 06/04 Think this is
now fixed looks ok to me with published
data from RATTY anyway
TH 12/04: the publish function may work
OK but the test data itself needs to be
valid, both for manual and automated
testing purposes
CMC 26/04 Guidance text fixed for Acute
Test widget 101
1) Order of tabs should be Key

Resources, Exemplar Materials, Useful
Web Sites
Pass
CMC: Needs investigation as to how

this will integrate with RATI tool
Pass
1/11/2010 N/A
CMC: Possible security access

implications as will need to access file
system to get this information.
TH: the fiel type and size will be in the
DB (calculated by RATty)
Medium
Closed
CMC:Fixed as part of reskin of widgets page
Visited weblinks are the same colour as Medium

not visited links (OK) but with no
underline (not OK)
Closed
CMC: Are now underlined as per re-skin of

widgets page
22/10 TH: Failed retest. Note that some
links are not underlined even before I have
visited them.
Pass
1) Can you put a tooltip on the external Low

web site link saying "External web site
link" (as per prototype)
2) Can you include the external website
link within the <a> tag so it is clickable
along with the link itself.
Closed
CMC: Ok have added tooltip to the a href

as well as the image and added the space,
try again.
Pass
Can you remove the leading dot e.g.

"DOC", not ".DOC"
Low
Closed
CMC:Data issue only, fixed in test data set

up script
Put a colon at the end of "The following Low

is a list..." instead of a full stop
Closed
Pass
Pass
1/12/2010 N/A
There is a section containing a list of material

changes to the current (major) version of the
widget
12/7/2009
3/17/2010 CMC
Pass
The section is a bullet list of free format text items Y
12/7/2009
3/17/2010 CMC
Pass
The "changes" section states that there are no

material changes in this version of the widget
12/7/2009
3/17/2010 CMC
Pass
Rather than saying, "The following is a Medium

list..." followed by a bulleted "There are
no material changes...", just say "There
are no material changes" (not bulleted)
Closed
The training tool text is displayed (after the

knowledge base resources)
11/30/2009
3/17/2010 CMC
Pass
1) Make link to training tool open in

new window
2) Put full stop after training tool link
(as per prototype)
Medium
Closed
The training tool text is *not* displayed (after the N

knowledge base resources)
11/30/2009
3/17/2010
Pass
Looking at the database table

WidgetOrganisationType, I can not see
a data field which indicates whether or
not the training tool text is required (in
RATTY it's called XXX). I'm therefore
guessing that this widget has not been
implemented
High
Closed
The widget-specific training tool text is displayed Y

as a paragraph immediately prior to the training
tool link.
12/7/2009
3/17/2010 CMC
Pass

CMC
CMC:This looks pretty odd if the

situation of 0 orgins does arise
Pass

which has no material changes

for which the training tool text is
relevant

for which the training tool text is *not*
relevant

for which the training tool text is
relevant and for which there is widgetspecific training tool text

S020
Closed
The widget origins section is empty i.e. this case N

is treated as a bullet list with zero items in it (on
the basis that it is not expected to arise)
1a
Medium
1) Alt text should read "Attainment

Level 2 met/not met for Key Widget".

which has no widget origins
S018
Defect Notes
1a
S068
Defect
Status
S015
Defect
Priority
Request to view the widgets list (any org

type)

HTML by S065 (Publish Widgets Data)
The Attainment Levels section is called

"Attainment Levels"
11/18/2009
11/25/2009 CMC
Pass
The Attainment Levels section is the last section Y

(so that the user is encouraged to view all the
guidance materials first)
11/18/2009
11/25/2009 CMC
Pass
The attainment levels 0-3 are displayed along

with the summary description for each.
For each attainment level, its "child" attainment

criteria are dispayed with their individual IDs (1a,
1b, 1c etc.)
The attainment level criteria are based on the

current improvement plan items - expressed as
an outcome instead of an action e.g.
"The Trust should document its current
arrangements..." has become
"The Trust's current arrangements are
documented..."
It is not possible for users to alter the criteria

(edit, add or remove)
2/5/2010 N/A
CMC
2/5/2010 N/A
CMC
Pass
Pass
11/16/2009
11/25/2009 CMC
CMC:Should be able to keep existing

Pass
AttainmentItemPlanTask data structure
11/16/2009
11/25/2009 CMC
Pass
CMC:Was a misinterpretation of the widget.

I thought it was only the custom text
which was conditional and thought that IO
could simply check whether it was null or
not. So to confirm if the Training Text
relevant flag is set you display the traing
text section and if theres some custom text
you also display that. Correct ?
2a
2b
Attainment Level 0 has standard text:

"Insufficient evidence to attain Level 1"
11/18/2009
11/25/2009 CMC
10
The screen layout is such that it is clear that the Y

criteria are cumulative (i.e. To get attainment
level 2 you need to achieve all attainment level 1
and 2 criteria)
11/18/2009
11/25/2009 CMC
Level 3 can include "maintenance" criteria (note: Y

these are criteria which only need to be achieved
if the organisation was at level 3 in the previous
year)
11/30/2009
11/25/2009 CMC
Pass
The maintenance criteria are explicitly identified Y

as being maintenance criteria
11/30/2009
11/25/2009 CMC
Pass
S049
Expand and Collapse

Widget (v8+)
General User
General User
View standard evidence

types against each
Expand or collapse the

various sections of the
(v8+) widget page
Main
Main
2/8/2010 N/A
CMC
Pass
The maintenance criteria are displayed *after*

the main Level 3 criteria, in any order (the
business rule is that there should only ever be
one maintenance criterion, so irder isn't
important)
2/8/2010 N/A
CMC
Pass
"Not Relevant" is included as a valid Attainment

Level
11/30/2009
11/25/2009 CMC
Pass
There is some widget-specific text to explain

what "not relevant" means.
11/30/2009
11/25/2009 CMC
Pass
"Not Relevant" is *not* included as a valid

Attainment Level
11/30/2009
11/25/2009 CMC
Pass
Each attainment criterion has zero or more

"standard" evidence types associated with it.
11/16/2009
11/25/2009 RJM
Pass
All standard evidence types are mandatory

(optional evidence types were considered but
rejected) - although see story S081 re. evidence
type strengths
11/30/2009
11/25/2009 RJM
Pass
All "top-level" sections are expanded by default
11/18/2009
11/25/2009 CMC
Pass
There are options to individually collapse each

top-level section
11/18/2009
11/25/2009 CMC
Pass
There is an option to collapse all top-level

sections at once
11/30/2009
11/25/2009 CMC
Pass
There is an option to expand all top-level

sections at once
11/30/2009
11/25/2009 CMC
Pass
All "attainment criterion details" sections are

collapsed by default
11/18/2009
11/25/2009 CMC
Pass
There are options to individually expand the each Y

attainment criterion details section
11/18/2009
11/25/2009 CMC
Pass
The collapse button for each attainment criterion Y

details section is to the LHS of the attainment
criterion's "Achieved" tick box
11/30/2009 N/A
The section is collapsed
10
There is an option to expand the section, which

has replaced the option to collapse the section
12
The section is expanded
13
There is an option to collapse the section, which

has replaced the option to expand the section
11/30/2009
11/30/2009
11/25/2009 CMC
11/25/2009 CMC
Pass
Pass
All top-level sections are expanded

There are options to individually collapse each
section, which have replaced the options to
collapse each section
Y
Y
11/30/2009
11/30/2009
11/25/2009 CMC
11/25/2009 CMC
Pass
Pass
The section is expanded
11/18/2009
11/25/2009 CMC
Pass
Works OK at first. Then if I expand one High

of the top level sections and then try to
expand an attainment level, it expands
then collapses again! Each time I
expand or collapse a top level section,
it adds another iteration fo expanding
or collapsing to the attainment level.
Weird, huh?
There is an option to collapse the section, which

has replaced the option to expand the section
11/18/2009
11/25/2009 CMC
Pass
Will test once above defect fixed
The section is collapsed

There is an option to expand the section, which
has replaced the option to collapse the section
Y
Y
11/18/2009
11/18/2009
11/25/2009 CMC
11/25/2009 CMC
Pass
Pass
The top-level section that was collapsed for the

previous widget is collapsed for the new widget
11/18/2009
11/25/2009 CMC
Pass
The attainment criterion details section that was N

expanded for the previous widget is *not*
expanded for the new widget
11/18/2009
11/25/2009 CMC
Pass
The system validates that "not relevant" is a

valid response
11/23/2009
11/25/2009
Pass
There is an option to indicate that the widget is

not relevant to my organisation
11/23/2009
11/25/2009
Pass
The not relevant status is persisted against the

widget
Request to expand an attainment

criterion details section
Request to collapse the expanded

section
Request to collapse a top-level section
Request to expand an attainment

criterion details section
Navigate to a different widget
Indicate that the widget is not relevant

to my organisation.
5
6
Request to save my changes
Add Custom Evidence Type Organisation User Add a custom evidence

type to an assessment
criterion (because the
standard evidence types
are not appropriate for
me)
Main
Why doesn't it remember the panel

states if I go out of the widgets screen
and back in again? Is there a technical
issue?
Medium
Withdrawn CMC:Because you didn't ask it to. You only

asked it to remember when clicking the
Next and Previous buttons. See predevelopment note for step 3 for 8c above.
Is that what you want then ?
TH: No, leave it as it is, it's fine
Low
Closed
11/23/2009
11/25/2009 CMC
Pass
The system does *not* require me to provide

Y
details as to why the widget is not relevant (the
"not relevant" text already makes clear the valid
reasons for a widget not being relevant).
12/21/2009
3/17/2010 CMC
Pass
There is *not* an option to indicate that the

widget is not relevant to my organisation
11/23/2009
11/25/2009
There is a data field for entry/amendment of

comments against each attainment criterion
(free form text)
11/16/2009
11/25/2009
The comments are persisted against the

appropriate attainment criterion (TBC link to
logical Data Model?)
11/16/2009
11/25/2009
Pass
The comments are displayed and are editable
11/16/2009
11/25/2009
Pass
The (updated) comments are persisted against

the appropriate attainment criterion
N/A
11/16/2009
11/25/2009
Pass
There is an option to add a "custom" evidence

type against a specific attainment criterion
11/16/2009
11/25/2009 RJM
Pass
Capital A for "add"
Pass
Can you make the cursor focus in the

Low
pop-up (currently the focus is on the OK
button)
Withdrawn
Pass
Can you make the pop-up appear

Low
relative (near) to the "add other
evidence" link - or alternatively can you
create a new row in the evidence table
and allow the user to type directly into
the table?
Withdrawn CMC:Think this should be withdrawn as is

no longer a pop up for adding custom
evidence
Pass
Can you make the OK button on the

Low
popup the default one which fires if I hit
return, and the Cancel button fire if I hit
"Escape"
Withdrawn CMC:Think this should be withdrawn as is

no longer a pop up for adding custom
evidence
Pass
If I click "add new evidence", then type Medium

in the evidence name, then hit Enter,
the page refreshes but the text I
entered has not been remembered.
Closed
Pass
If I remove the bottom evidence item,

Low
confirm, and then float over the "Add
other evidence" link, the bottom border
of the evidence table disappears.
Floating inside the table sometimes
makes it reappear. Strange!
Closed
"Not relevant" is not a valid response

Pass
Enter comments on an individual

4
5
Request to view a widget which already

has comments for an attainment
criterion
3
4
5
Edit the comments

1a
CMC: Only for Next/Prev buttons if go

back via breadcrumb to the widgets list
then panel states are reset to default
Request to view a (v8+) widget
S025
CMC:Fixed as part of re-skin
Y
Y
Request to expand all top-level sections
1a
Closed
All top-level sections are collapsed

There are options to individually expand each
section, which have replaced the options to
collapse each section
Request to collapse all top-level sections
Main
CMC:Has been changd as part of reskin
Pass
Organisation User Enter comments for an

Closed
Pass
11/25/2009 CMC
Enter Comments for an

Attainment Criterion
Medium
11/25/2009 CMC
11/18/2009
S024
Jerky action - needs to be smoother
11/18/2009
Request to expand the collapsed section
5
6
2a
CMC:Have been changed to Jquery panels

as part of reskin
Main
Closed
Pass
Organisation User Indicate that a (v8+)

widget is not relevant to
my organisation
Medium
Pass
11/25/2009 CMC
Indicate Widget As Not

Relevant (v8+)
Jerky action - needs to be smoother
11/25/2009 CMC
Request to collapse a top-level section
5
6
S023
Closed
View a specific (v8+) widget
2
3
8c
Remove "Type" column (and any

High
associated underlying data structures) we are no longer including "Type"
11/18/2009
CMC:Data issue as this text held in

database. Have changed test data setup
script to include full stop
Request to view a (v8+) widget for

which "not relevant" is *not* a valid
response
11/18/2009
Closed

which "not relevant" is a valid response
Pass
11
8b
Low
CMC
8a
Superseded by S108
View Evidence Types
Can you put a full stop at the end of

this sentence please? (sorry, my fault)
N/A
The maintenance criteria do not have criteria Ids
S021
Pass
Request to view a (v8+) widget which

has Level 3 Maintenance criteria
2c
CMC:Will need to be enforced through

validation i.e. can't click a criteria
unless all previous criteria also clicked
TH: this point is really just to do with
the way that the page looks, The
validation is covered off by S036
(Determine Current Attainment Level)
Add a custom evidence type and give it

a name (free form text)
4
5

has a custom evidence type against one
of its attainment criteria
Visible to healthcare commission?
Pass
The custom evidence type is persisted against

the appropriate attainment criterion for the
assessment
11/16/2009
11/25/2009 RJM
Pass
The existing custom evidence type is displayed

(below standard evidence types)
11/16/2009
11/25/2009 RJM
Pass
There is an indicator to show that it is a custom

(not standard) evidence type
There is an option to add a second "custom"

evidence type against a specific attainment
criterion (any number of custom evidence types
can be added)
The second custom evidence type is persisted

against the appropriate attainment criterion
N/A
Add a second custom evidence type and

give it a name (free form text)
6
7
2/5/2010 N/A
RJM
Pass
11/16/2009
11/25/2009 RJM
Pass
11/16/2009
11/25/2009 RJM
Pass
7/5 Still occurs in system test (a.test:acute,

reqt 101, criterion 1a)
1b

1c
There is an option to edit the name of the

custom evidence type
Edit the custom evidence type name
4
5

S026
Indicate Evidence
Obtained
Organisation User Indicate that I have

obtained a particular
evidence type
Main
Request to remove the custom evidence

type
4
5
S027
Enter Evidence Comments Organisation User Enter comments against a Main

specific evidence type
Indicate a specific evidence type as

obtained
4
5
1a
3
4
5
Enter comments

which already has evidence comments
S028
Specify External Evidence

Location
Organisation User Specify an external

location for my evidence
Main
11/25/2009 RJM
Pass
The custom evidence type and all associated

Y
information is removed from the persistent store.
11/23/2009
11/25/2009 RJM
Pass
There is an option to mark each evidence type as Y

"obtained"
11/16/2009
11/25/2009 RJM
Pass
The fact that the evidence type has been

obtained is persisted
11/16/2009
11/25/2009 RJM
Pass
There is an option to enter comments against

N
each evidence type (free form text) - perhaps via
pop-up
Note: this option is available even if the user has
not yet specified the evidence type as having
been obtained
11/16/2009
11/25/2009 RJM
Pass
The comments are persisted against the

evidence type
11/16/2009
11/25/2009 RJM
Pass
The existing evidence comments are displayed

(perhaps via a pop-up)
11/30/2009
11/25/2009 RJM
complete
Pass
The system no longer highlights the fact that

evidence has been obtained but the evidence
location type has not been specified
11/30/2009
11/25/2009 RJM
complete
Pass
The system presents an option to specify the

Y
evidence location details (free form text, multiple
lines)
11/30/2009
11/25/2009 RJM
complete
Pass
The system highlights the fact that the user has

not yet specified evidence location details
11/18/2009
11/25/2009 RJM
complete
Pass
No red cross next to details
The system no longer highlights the fact that the Y

user has not yet specified evidence location
details
11/18/2009
11/25/2009 RJM
complete
Pass
Can't test until above defect fixed
The evidence location and details are persisted
11/30/2009
11/25/2009 RJM
complete
Pass
Specify the evidence location details

(free form text)
10
11
Request to view a specific widget for

which there is an evidence type that has
*not* been indicated as obtained
N/A
Proceed as per main flow but ignore steps 3 and 5 Y
4/20/2010
11/25/2009 RJM
complete
Pass
Red cross still appears
Medium
Closed
Proceed as per main flow (the user specifies the

full path and filename as the evidence details)
3/4/2010
11/25/2009 RJM
complete
Pass
Issues with red crosses as per main flow Medium
Closed

relevant URL as the evidence details)
3/4/2010
11/25/2009 RJM
complete
Pass
Closed

relevant URL as the evidence details)
3/4/2010
11/25/2009 RJM
complete
Pass
Closed
For each evidence type, there is an option to

specify the evidence location (icon launching
pop-up)
Pass
Context help appears behind the pop-up Medium
Closed
Pass
Tooltip missing from the icon (see

prototype)
Closed
Specify the evidence location as "local

file"
Specify the evidence location as

"intranet"
Specify the evidence location as

"internet"
N/A
N/A
RJM
The system displays the Evidence Location popup
N/A
N/A
RJM
Pass
There is an option to specify the evidence

location type (drop down as per S028)
N/A
N/A
RJM
Pass
The system displays the evidence location

Y
details appropriate to the evidence location type
(dynamically, within the same pup-up) as
specified in S028
N/A
N/A
RJM
Pass
The evidence location type is updated in the

evidence table
N/A
N/A
RJM
Pass
The evidence location type and details are

persisted
N/A
N/A
RJM
Pass
The system presents an option to upload the

evidence file
3/4/2010
3/17/2010 RJM
Pass
The system makes it clear that the file will be

uploaded to the DH server and provides details
of who will be able to access it.
4/6/2010
RJM
Pass

not yet uploaded the evidence file
3/4/2010
RJM
7
8
The system validates that the file exists

The system validates that the file is not bigger
than the maximum file size (configurable,
initially 5MB)
N
N
3/4/2010
3/4/2010
3/17/2010 RJM
RJM
Pass
Pass
The system uploads the file to the server (note:

at this point the file is officially an orphan file
until the user saves their changes. If they never
save, the uploaded file will have to be cleared
out somehow)
(tech note:if it's easy to do it might be a good
idea to compress the files for storage)
3/4/2010
3/17/2010 RJM
Pass
10
The system persists the date and time of upload N

and the current user along with the uploaded file
3/4/2010
3/17/2010 RJM
Pass
11
The system displays the uploaded file name
3/4/2010
3/17/2010 RJM
Pass
12
The system displays the date and time of upload Y

and the user name and user ID of the user who
uploaded it.
3/4/2010
3/17/2010 RJM
Pass
13
The system no longer highlights the fact that the N

user has not yet uploaded the evidence file
3/4/2010
RJM
Pass
The system persists my changes including the

reference to the uploaded file
3/4/2010
3/17/2010 RJM
Pass
The system asks me to confirm
3/4/2010
3/17/2010 RJM
N/A
Superseded by S163
The system indicates that the uploaded file has

been removed (but does not actually remove at
this point - only when the user saves their
changes - just in case they cancel or crash out)
3/4/2010
3/17/2010 RJM
N/A
Superseded by S163
The system re-presents the option to upload an

evidence file
6
7
Specify the evidence location
8
9
10
Specify evidence location details

Close the pop-up
11
12
Request to save the widget
At "Specify External Evidence Location"

step 4, specify the evidence location as
"uploaded"
13
2
3
4
On the pop-up, can you put "Cancel" to Low

the right of "Done" as per standard
practice - I keep clicking "Cancel" by
mistake!
Closed
RJM:Cancel is placed here in order to be

consistent with the requesirements page.
Do you want this one changed to be
different from the main page? CMC: Fixed
as per defect description but as Richard
mentioned need to consider order of
buttons on the page as well
TH 28/3: button order also changed on
Widget Details page to match
Closed
Only remembers it if it has been saved but

that's good enough
Closed
Required a new setting in the webconfig file
Select the option to upload
Specify the file to upload (type file name

or via file browser) and request to
upload it
Request to save the widget response

data
14
1
Medium
Request to specify the location for a

particular evidence type
Request to remove the uploaded file

from the server
Confirm
5
6
7
Change the evidence location to

something else other that "uploaded"
Change the evidence location back to

"uploaded"
7a
11/23/2009
The system highlights the fact that evidence has Y

been obtained but the evidence location type
has not been specified
3
4
6a
Specify the evidence location type as

"other"
13c
There is an option to remove the custom

evidence type
Pass
13b
Closed
Pass
complete
13a
Medium
11/25/2009 RJM
11/25/2009 RJM
Main
Closed
11/16/2009
11/18/2009
Upload Evidence
Low
There is an option to specify the evidence

Y
location type as one of the following:
0) Unspecified (the default, but not an
acceptable answer!)
1) Uploaded
2) Internet
3) Intranet
4) Local file
5) Other
6) Duplicate (i.e. a reference to evidence already
obtained against another attainment criterion)

for which there is an evidence type that
has been indicated as obtained
S030
As per "add evidence" popup can you

make the text field focussed initially
The updated custom evidence type name is

persisted against the appropriate attainment
criterion
Pass
Organisation User Upload evidence to the

PQRT server
Closed
Pass
Main
Closed
Low
11/25/2009 RJM
Specify Evidence Location Organisation User Specify an external

Improvement
location for my evidence
(improved UI)
Low
7/5 Can the label "Edit Evidence" be in

black, not gray, so it doesn't look like
the pop-up is disabled?
11/25/2009 RJM
S131
7/5 Can the popup get the focus when

it opens
Pass
11/16/2009
4c
Pass
11/16/2009
4b
11/25/2009 RJM
Edit an evidence comment

4a
11/16/2009
The updated comments are persisted against the N

evidence type
3
4
5
1a
Change the evidence location to

something else other that "uploaded"
2
3
1
2
1
2
File doesn't exist
3/4/2010
3/17/2010 RJM
N/A
Superseded by S163
The system persists my changes including

N
removing the reference to the uploaded file (tech
note: the uploaded file could also be removed at
this point or it could be left to a periodic
housekeeping function)
3/4/2010
3/17/2010 RJM
N/A
Superseded by S163
The system re-displays the same uploaded file as N

before
3/4/2010
RJM
Pass
Doesn't remember the uploaded file
The system persists my changes including

N
removing the reference to the uploaded file (tech
note: the uploaded file could also be removed at
this point or it could be left to a periodic
housekeeping function)
3/4/2010
RJM
Pass
Can;t test until above defect fixed
System displays error message
3/4/2010
RJM
Pass
System displays error message
3/4/2010
RJM
Pass
Low
File too big

When I try to upload a large file it
High
"never" completes. Specifically, if I load
a 2.4MB file it uploads in ~5 seconds
but if I upload a 4MB file (still below
5MB) it hadn't completed after 4
minutes so I aborted.
S031
View Evidence
Organisation User View evidence files that I

have previously specified
in my widget response
Main

which the evidence location type has
already been specified as one of
"uploaded", "internet", "intranet" or
"local file" and the evidence details have
also been specified
S029
Specify Duplicate Evidence Organisation User Indicate that an evidence

type is a duplicate of
another one I've already
specified (and cross
reference it)
Main
There is an option to view the evidence file
3/4/2010
11/25/2009 RJM
Pass
The system opens the specified file in a new

browser window (tech note: different file types
have different behaviour re. opening a new
window e.g. for a PDF you have to explicitly
launch a new window whereas for Word/Excel
you don't)
3/4/2010
11/25/2009 RJM
Cant view 'duplicate' type as this story Pass

hasn't been defined & implemented.
Viewing a local file within the browser
will not be possible as it breaches the
browser security.
TH 07/04: de-scoped "view duplicate
evidence" from this story
The system presents an option to specify the

Y
evidence location details. This is a list of all
evidence types across all other widgets (for the
current assessment), including custom evidence.
11/23/2009
For each evidence type in the list, the following

Y
information is provided:
- widget number
- attainment criterion ID or "maint" for a
maintenance criterion
- evidence type name (standard or custom) - first
50 chars plus ellipsis if overflowed
- whether it has been "fully specified"
Proposed format is a simple drop-down with
items in the following format: "R<req
no>/<criteria ID or "maint">:<evidenve type
desc> [(incomplete)]" e.g. "R101/1a:Job
description (incomplete)"
3
4
Request to view the evidence file

"duplicate"

not yet specified evidence location details
View Duplicate Evidence
Organisation User View duplicate evidence

Main
files that I have previously
specified in my widget
response
7
8

which the evidence location type has
already been specified as "duplicate"
and the evidence details have also been
specified
2
3
4
4a
11/25/2009
The system no longer highlights the fact that the N

user has not yet specified evidence location
details. This happens even if the referenced
evidence is not fully specified
11/23/2009
11/25/2009
The evidence location and details are persisted
11/23/2009
11/25/2009
There is an option to view the referenced

evidence

you don't)
The referenced file is not viewable

S163

Evidence (Mark 2)
Organisation User Specify an existing

Main
uploaded evidence file
against another evidence
item (enhanced/simplified
version)
3/4/2010
Withdrawn
11/25/2009 Withdrawn
3/4/2010
Withdrawn
Withdrawn
11/25/2009 Withdrawn
Withdrawn
Withdrawn
Withdrawn
There is an option to remove the custom

evidence type
Withdrawn
Withdrawn
Withdrawn
The system validates that the evidence type

does have references to it from other evidence
types (i.e. There are evidence types marked as
location "Duplicate" with a reference to this
evidence type)
Withdrawn
Withdrawn
Withdrawn
The system informs me that I cannot remove this N

evidence type because it is referenced.
Withdrawn
Withdrawn
Withdrawn
The system lists all the references to this

evidence type in the format "R<req
no>/<criteria ID or "maint">:<evidenve type
desc>"
Withdrawn
Withdrawn
Withdrawn
The system includes an option to select an

existing uploaded file
Request to remove the custom evidence

type

"uploaded"
4/22/2010
RJM
Pass
Pass
In IE6, when I first specity the evidence Medium

location type as "uploaded", the
"Loading" div appears for a second and
then disappears again. If I change the
evidence location type to something
else and then back again, it doesn't
happen
Withdrawn Not a fault. Access to the server will cause

a loading panel. This happens on first use
of upload facility to get the content for the
drop down list. The loading panel is
displayed for a minimum 0.9s.
Pass
In IE6, if I drag and drop the evidence

Low
pop-up, the buttons remain transparent
after I have dropped it
Closed
ie6 is crap. This is being caused by the big

yellow button widget causing IE6/7 to
render incorrectly. I have changed the
button type for the evidence popup from
submit's to button's.
This will be 3rd time swapped. Are you

sure?
Pass
The Done button should be to the left of Low

the Cancel button
Closed
The list of existing uploaded files includes all files N

uploaded against the current assessment (this
might change in future to include previous
assessments too)
4/22/2010
RJM
Pass
The list included "orphaned" files which Medium

were not currently linked to the
assessment (they were previously
linked but I unlinked them by changing
the evidence location type back to
"[select]". When I selected one of these
files, the system also told me that it
was still linked to the widget that I had
unlinked it from.
Closed
4
5
The list is in alphabetical order

The default value is unselected ("[Select]")
N
N
4/22/2010
4/22/2010
RJM
RJM
Pass
Pass
It's a blank line instead of "[select]"
Closed
The system indicates that I have not yet either

selected an uploaded file or uploaded a new file
RJM
Pass
8
9
Low
If I click "Done" at this point to go back High

to the Widget Details screen, the
evidence is marked as "Uploaded" with
no red corss, even though I have not
uploaded a file.
Closed
Not found
TH 18/5 tester error
Sometimes it says "This file is linked to" Medium

and sometimes it says "this file is *also*
linked to". What's the difference
between the two scenarios? Shouldn't it
always say "this file is *also* linked to"
Closed
RM 18/5: Have changed this but not as

discussed as the technical issues involved
are complex. Have changed the wording.
The 'also' is removed when the only link is
itself. Ie it isn't 'also' linked to itself.
TH 18/5 as discussed, change this to (a)
not display the current criterion as linked
and (b) always say "also"
Select a file from the list

The system displays the audit trail data for the
N
selected file (date and time uploaded, user name
and user ID)
4/22/2010
RJM
Pass
10
The system displays the other widgets that the

file is also linked to
4/22/2010
RJM
Pass
11
The system no longer indicates that I have not

either selected an uploaded file or uploaded a
new file
RJM
Pass
12
The system enables an option to view the

selected file
4/22/2010
RJM
Pass
The system displays the file in a new window
4/22/2010
RJM
Pass
If the currently selected file is linked to any other N

widgets, the system (in a model pop-up) asks me
whether I want to:
a) Replace the file (so that all widgets are linked
to the new file) or
b) Add a new file (leaving other widgets linked to
the existing one)
4/22/2010
RJM
Pass
Can you change the button and

Low
associated text from "New" to "Add" so
that it is a verb (more consistent with
the other buttons)
Closed
Pass
I should only be asked this question if

Medium
the currently selected document is also
linked to other widgets - if it's not
linked elsewhere then there is no
difference between "Add" and
"Replace" and the question is confusing
and intrusive
Closed
Pass
Related to the above, can you add the

following text to the top of the pop-up:
"This evidence is linked to other
widgets. Please select one of the
following options:" or similar.
Medium
Closed
Pass
After having replaced an existing

Medium
uploaded file, I tried to replace it a
second time. I selected the file and
then I got a pop-up appearing very
briefly and then disappearing again,
and the file was not uploaded. If I leave
the Widget Details page and re-enter it,
I am able to replace the file (presume
re-loading the page clears out some
bad state)
Closed
Not found
TH 18/5 still occurring (and demonstrated
to RJM). RM 19/5 Fixed
Pass
The pop-up disappeared after a period. Medium

I'm sure there's a reason it does this,
but it seems wrong for a pop-up to
disappear of its own accord - is there
anything we can do about this?
Closed
Popup timeout is 30s. Can be set to infinity

or other time very simply.
Not really a defect since I didn't ask for Medium

it, but could you display a modal popup once the upload has succeeded
saying "File upload complete" or
similar? That way the user gets a very
positive message that their file has
been uploaded.
Closed
Dont like it but fixed.

TH 18/5 Less obtrusive alternative: make
the upload "hourglass" more obvious and
say "uploading". RM19/5 implemented
loading display
13
14
Request to view the file
15
Select a new local file and request to

upload it
16
17
The system replaces or adds the file accordingly

(details as per S030)
4/22/2010
RJM
Pass
The system uploads the file as per S030
4/22/2010
RJM
Pass
The system adds the new file to the list of

uploaded files and shows it as the selected file
4/22/2010
RJM
Pass
18/5: technically difficult - not done. there

is a difference but have removed the
option and it now does a replace only if
there are not other links.
TH 18/5 as discussed can you try to make
it only ask this question if the widget is
linked to any *other* criteria (i.e. Excluding
the link to the current criterion)
Indicate whether I want to replace or add
18
8a
11/25/2009
11/23/2009
The system validates that the referenced

N
evidence is viewable i.e.
- it is of type "uploaded" and has been uploaded,
or
- it is of type "internet" or "intranet" and the URL
has been specified, or
- it is of type "local file" and the filename has
been specified
CMC:Not sure what the issue is here

haven't been to replicate yet
11/25/2009
The system displays an appropriate error

message
Cannot Delete Referenced Organisation User Be prevented from
Main
Custom Evidence
deleting custom evidence
which is referenced from
elsewhere
Closed
Request to view the evidence file
S139
Medium
Select one of the evidence types from

the list
S140
New browser window needs scroll bars
Instead of selecting a file from the list,

select a new local file and request to
upload it
S032
S033
Configure Evidence
Provision Status
Indicate Attainment
Criterion Achieved
Sys Admin
Configure whether
Main
evidence provision is
"overall mandatory" or
"overall optional" for each
organisation type. This
determines whether an
organisation is mandated
to provide evidence
against each attainment
criterion.
Organisation User Indicate a given

Main
attainment criterion as
achieved either directly or
indirectly
Rejoin main flow at step 9
Specify whether evidence provision is

"overall mandatory" or "overall optional"
for each organisation type (does not
need to be via a GUI)
2
3
4
5

Restart the system
Am completing a (v8+) assessment for

an organisation type for which evidence
provision is "overall mandatory"
Pass
11/25/2009
Pass
The system notifies me that I must first complete N

the details for the attainment criterion
11/18/2009
11/25/2009
Pass
The system automatically marks the attainment

criterion as achieved
11/18/2009
11/25/2009
Pass
The system persists the fact that the attainment N

criterion is achieved.
11/18/2009
11/25/2009
Pass
The system automatically marks the attainment

criterion as not achieved

provision is "overall mandatory"
Enter evidence details for the

attainment criterion such that all
evidence types are "fully specified"
Definition: a "fully specified" evidence

type is one for which the evidence has
been marked as obtained, the location
type has been specified and the relevant
evidence location details have been
entered.
5
6
Change evidence details so that not all

evidence types are fully specified.
Organisation User Have the system

determine my current
attainment level for a
given widget
Main
2a
11/25/2009
Pass
11/25/2009
Pass
The "achieved" flag is not editable and remains

set to "achieved"
11/18/2009
11/25/2009
Pass
There is an option to indicate that each

attainment criterion is achieved (flag name
"Achieved")
11/30/2009
11/25/2009
Pass
The system marks the attainment criterion as

achieved
11/30/2009
11/25/2009
Pass
The system encourages me to add details for the Y

attainment criterion by expanding the
attainment criterion details section
1/12/2010
3/17/2010
Pass
The system makes it clear that adding the details Y

for the attainment criterion is optional but
recommended
1/12/2010
3/17/2010
Pass
The system persists the fact that the attainment Y

criterion is achieved.
11/30/2009
11/25/2009
Pass
There is an option to explicitly indicate

Attainment Level 0 for the widgets (this allows
the system to distinguish this state from a "not
answered" state)
11/30/2009
11/25/2009 CMC
Pass
The system persists the fact that I have explicitly Y

indicated Attainment Level 0
11/30/2009
11/25/2009 CMC
Pass
Note: even when I have explicitly indicated

Y
Attainment Level 0, the system might ignore me
- see "Determine Current Attainment Level 0"
11/30/2009
11/25/2009 CMC
Pass
The "date last modified" for the attainment

criterion is blank
11/23/2009
11/25/2009

criterion is read only
11/18/2009
11/25/2009

criterion is displayed as the date and time that
the system saved the changes
11/23/2009
11/25/2009
The "Date last modified" remains unchanged
11/23/2009
11/25/2009
The system displays my current attainment level Y

as "NR"
11/23/2009
11/25/2009 RJM
Pass
The current attainment level (along with past

and tagret attainment levels) is displayed in
large font size below the scoring matrix (it is no
longer shown as a radio button selection within
the scoring matrix)
12/10/2009
RJM
Pass

as "3"
11/18/2009
11/25/2009 RJM
Pass
Working as a.test:acute 2 on reqt 101

High
(past level=3)...
When I fully specified the evidence for
criterion 3a, 3b and 3c, the system did
not tick the 3a, 3b or 3c achieved box.
When I went out and back in again, the
system ticked the box. Didn't have the
same problem for level 1 or level 2, or
for 3d (a maintennace criterion)
Closed
There appears to be a bug in the system

that is preventing saving of any details
data outside of criterion 1a . I suspect
some test data is missing that wouldn't be
missing if the assessment had been
created by the system. RM 21/5: Issue
created by change criterion from 1a/1b etc
to a/b etc
Pass
Working as a.test:acute 2 on reqt 101

(past level=3)... When I fully specified
the evidence for criteria 3a, 3b, 3c and
3d, the system ticked Level 3 but did
not update Current Level to 3
(remained at 2)
High
Closed
As above
Pass
a.test:acute, req't 101, achieved 3a, no High

previous assessment, but L3 not shown
Closed
Pass
a.test:acute2, req't 101, past level 2,

achieved 3a,3b,3c but L3 not shown had to complete 3d to get L3 even
though past level not 3
Likewise, req't 201 - no past level, but
still required to achieve 3d to get L3
Closed
Attempt to indicate that a given

attainment criterion is not achieved

provision is "overall optional"
Indicate that a give attainment criterion

is achieved
6
7
Explicitly indicate Attainment Level 0
4
5
Request to view a specific (v8+) widget,

which includes an attainment criterion
that has not yet had any details
specified
Specify some details for the attainment

criterion
5
6
Make some further changes but then

reverse the changes
8
9
The widget is marked as not relevant
All level 1, 2 and 3 criteria have been

achieved (including level 3 maintenance
criteria) and the previous assessment
was at attainment level 3
All level 1, 2 and 3 criteria have been

achieved, excluding level 3 maintenance
criteria, and last year's assessment was
not at attainment level 3
The system displays my current attainment level N

as "3"
S037
Determine Widget Status

determine the status of
my widget response
Main
1
2
11/18/2009
11/25/2009 RJM
Pass

as "1"
11/18/2009
11/25/2009 RJM
Pass

as "0"
11/30/2009
11/25/2009 RJM
Pass

as "0".
This ties in with S037 - changing the status from
"Not Started" to "In Progress" - once a widget has
any data put against it, it can be considered In
Progress and thus legitimate to assume a score
of 0 if not achieved level 1 or higher.
11/30/2009
11/25/2009 RJM
Pass
The system displays my current attainment level N

as undetermined
11/30/2009
11/25/2009 RJM
If I have achieved all L2 criteria but not Medium

all L1 criteria then it is correctly
showing Current Level=0 but it is
showing L2 as ticked. If not all L1
criteria achieved then L2 should remain
unticked even if all L2 criteria are
achieved
Closed
Currently the FS doesn't specify this way of

indicating level. Will the FS be changed
first? Probably 2-4 days work to change it.
Pass
For org a.test:acute, req't 101 - AL1 and High

AL2 are ticked even though the criteria
are not
Closed
RJM: this is a test data issue.
Pass
Weont into a "fresh" req't, ticked L0,

saved, went out, back in, unticked L0
but Current Level did not go blank
(even though no data has been
entered)
Closed
None of the above is true
View the widgets list for an in-progress

assessment (any version) where one of
the widgets has not yet been started
Make some changes to the widget and

save my changes
4
5
View the widget list again

as "2"
The user has entered *any* data against

the widget
2g
High
Level 0 is explicitly marked as achieved
2
2f
11/25/2009 RJM
All level 1 criteria have been achieved
2e
11/30/2009
All level 1 and 2 criteria have been

achieved
2
2d
Closed
11/18/2009
2c
High
11/18/2009
2b
I added new custom evidence and

marked it obtained but didn't specify
the evidence location. Nevertheless,
the system marked the criterion as
achieved
Not found
Determine Current
Attainment Level (v8+)
Closed
The system persists the fact that the attainment N

criterion is not achieved.
9
10
S036
Pass
Pass
11/25/2009
Main
11/25/2009 nili
11/25/2009 nili
11/18/2009
Capture Date Last Modified Organisation User Have the system capture
and display the "date last
modified" for each
individual attainment
criterion
11/23/2009
11/18/2009
11/18/2009
S035
The system has persisted my changes

N/A
Note: the initial configuration for PQRT v8 is that N/A
evidence provision is mandatory for large XYZ
trusts i.e. Acute, AMT, MHT, GHJ and EFG
Organisation User Explicitly indicate that my Main

organisation is at
Attainment Level 0
I attempted to upload a file > 5MB. I

Medium
got the failure pop-up as expected but
when I clicked "Done" on the Evidence
Location pop-up I got a pop-up saying
"You haven't uploaded the selected file.
Are you sure you want to cancel the
operation?" The same thing happens if I
try to upload a file with an ".accdb"
suffix. This message is wrong in this
scenario but also it's probably obsolete
because we no longer have a 2-stage
upload so there's no way you can select
a file without uploading it.
Pass
Indicate Attainment Level

0 (v8+)
nili: addition of flag for each

organisation type specifying whether
evidence is 'overall mandatory'.
The system does not mark the attainment

criterion as achieved
S034
nili
Pass
Attempt to indicate that a given

attainment criterion is achieved
1b
RJM
There is an option to indicate that each

attainment criterion is achieved
1a.5a
4/22/2010
1a
The system displayes the widget status as "Not

Started" (previously "Not Answered")
11/30/2009
11/25/2009
Pass
The system displayes the widget status as "In

Progress" (previously "Answered")
11/30/2009
11/25/2009
Pass
Note: other statuses remain as-is (no change)
11/30/2009
11/25/2009
Pass
Low
S038
Grant Widget Exemption
XYZ ABC User
Grant an exemption from

a (v8) widget to an
organisation
Main
View an in-progress (v8+) assessment

for a specific organisation
View a specific widget within the

assessment for which "not relevant" is
*not* an option
There is an option for me to mark the
organisation as being exempt from the widget
11/23/2009
11/25/2009
Pass
The exemption description is

"Exemption Description for Req 102".
This is not supposed to be a widgetspecific description, it is just static text
(wording as per prototype)
Closed
Note: the exemption only applies to the current

assessment and not to future assessments
N/A
11/18/2009
3/17/2010
Pass
Fixing the above defect by adding the

static text from the prototype will fix
this
Closed
The current attainment level changes to EX

There is an option for me to add free-form notes
to explain the exemption [not mandatory]
Y
Y
11/23/2009
11/23/2009
11/25/2009
11/25/2009
Pass
Pass
There is a superfluous context help icon

to the RHS of "Reason"
Closed
The system persists my changes (including the

current attainment level)
11/23/2009
11/25/2009
Pass
The system also persists who granted the

exemption and when
11/23/2009
11/25/2009
Pass
The system displays the fact that the widget is

exempt, who exempted it, when and comments
N/A
N/A
Pass
3
4
5
6
7
There is an option to unexempt the widget

There is an option to amend the notes
Y
Y
N/A
N/A
N/A
N/A
Pass
Pass
The system persists the changed notes but does N

not change the person or date of exemption
N/A
N/A
Pass
The system persists the unexemption and clears N

out the person, date and comments
N/A
N/A
Pass
As org user I marked a req't as L0. Then

as ABC I marked it exempt, and then
marked it as not exempt. Instead of
changing the Current Level back to L0,
it blanked it out. To get it back to L0
again I have to log back in as org user,
untick L0 and then tick it again (and
save)
Closed
The system persists the exemption along with

the person, date and comments
N/A
N/A
Pass
There is *not* an option for me to mark the

organisation as being exempt from the widget
11/30/2009
11/25/2009
Pass
The system indicates that my organisation has

been granted an exemption for this widget
11/30/2009
11/25/2009 RJM
Pass
3
4
I cannot override the exemption

The system shows the exemption details: notes,
date and who granted it
Y
Y
11/30/2009
11/30/2009
11/25/2009 RJM
11/25/2009 RJM
Pass
Pass
There is a superfluous context help icon

to the RHS of "Reason"
Closed
It is clear that the exemption applies to the

current assessment only and not to any future
assessments
11/30/2009
3/17/2010 RJM
Pass
Fixing the above defect in S038 by

adding the static text from the
prototype will fix this
Closed
My attainment level is shown as "EX"
11/30/2009
3/17/2010 RJM
Pass

organisation as being exempt from each
individual attainment criterion
11/23/2009
11/25/2009
Note: the exemption only applies to the current

assessment and not to future assessments
N/A
11/18/2009
3/17/2010

to explain the exemption
11/23/2009
11/25/2009
The system persists my changes

exemption and when
Y
Y
11/23/2009
11/23/2009
11/25/2009
11/25/2009

organisation *type* as being exempt from each
individual attainment criterion.
11/23/2009
11/25/2009
Note: the exemption only applies to the current N/A

version of the widgets and not to future versions
11/18/2009
3/17/2010

to explain the exemption (these notes are
distinct from the notes provided against my
specific organisation)
11/23/2009
11/25/2009

exemption and when (this data is distinct from
data for any exemption provided against my
specific organisation)
Y
Y
11/23/2009
11/23/2009
11/25/2009
11/25/2009
There is *not* an option for me to mark the

organisation *type* as being exempt from each
individual attainment criterion.
12/21/2009 N/A

been granted an exemption for the specific
11/23/2009
11/25/2009
3
4

Y
Y
11/23/2009
11/30/2009
11/25/2009
11/25/2009

assessments
11/30/2009
3/17/2010

been granted an exemption for the specific
11/23/2009
11/25/2009
3
4

Y
Y
11/23/2009
11/30/2009
11/25/2009
11/25/2009

assessments
11/30/2009
3/17/2010
The system shows the exemption details for my

organisation: notes, date and who granted it
1/12/2010
The system does *not* show the exemption

details for my organisation *type*
1/12/2010 N/A
Mark the organisation as exempt from

the widget
6
7
8
9
10
Add free form notes

11
2a
2a
View a specific widget which has already

been marked as exempt
Amend the notes

8
9
10
Unexempt the widget

11
Re-exempt the widget [no connets this

time]
12
13

assessment for which "not relevant" *is*
an option
S039
S040
View Widget Exemption
Grant Criterion Exemption
Organisation User View a widget exemption

granted to my
organisation
XYZ ABC User

an attainment criterion to
an organisation
Main
Main
View a specific widget for my in-progress

(v8+) assessment for which my
organisation has been granted an
exemption


assessment
Mark the organisation as exempt from a

specific attainment criterion
S041
Grant Criterion Exemption XYZ ABC User

to Org Type

an attainment criterion to
all organisations of a
specific type
Main
7
8
9
10
Add free form notes



assessment
Mark the organisation type as exempt

from a specific attainment criterion
1a
7
8
9
10
Add free form notes

View a specific widget for a specific

organisation type, but not within the
context of a specific organisation's
assessment
S042
View Criterion Exemption
Organisation User View a criterion exemption Main

granted to my
organisation
1a
1b
S043
Determine Current
Attainment Level Given
Criterion Exemption

Main
determine my current
attainment level for a
given widget, given that I
have a criterion exemption

(v8+) assessment for which my
organisation has been granted an
exemption against a specific attainment
criterion

assessment for which my organisation
*type* has been granted an exemption
against a specific attainment criterion

assessment for which both my
organisation *and* my organisation type
have been granted an exemption
against a specific attainment criterion
The widget is marked as exempt (ref.

S038 - Grant Widget Exemption)
as "EX"
11/30/2009
11/25/2009
S044
Grant Evidence Exemption XYZ ABC User

a mandatory evidence
type to an organisation
XYZ ABC is able to mark a specific standard

evidence item as exempt for a specific
organisation. The system captures who marked
the exemption, when, and their comments.
TBC
Withdrawn
11/25/2009
S045
Grant Evidence Exemption XYZ ABC User

to Org Type

a mandatory evidence
type to all organisations of
a specific type
TBC do we need this?
TBC
Withdrawn
11/25/2009
S046
View Evidence Exemption
Organisation User View an evidence

exemption granted to my
organisation
TBC
TBC
Withdrawn
11/25/2009
S047
Save Widget
Organisation User Save changes I have made Main

to my widget response
when I request it or when I
perform various
navigation tasks
The system saves my changes
11/23/2009
11/25/2009 RJM
Pass
11/30/2009
11/25/2009 RJM
Pass
11/30/2009
11/25/2009 RJM
Pass

The system returns me to the widgets list
Y
Y
11/30/2009
11/30/2009
11/25/2009 RJM
11/25/2009 RJM
Pass
Pass
The system does not save my changes

The system returns me to the widgets list
Y
Y
12/21/2009
12/21/2009
3/17/2010 RJM
3/17/2010 RJM
Pass
Pass
There is an option to request to jump to another

widget
TBC
11/25/2009

The system displays the specified widget
TBC
TBC
11/25/2009
11/25/2009
There is a (single) option to print or download

the widget
11/18/2009
11/25/2009 nili
Pass
The system opens up the printable/downloadable Y

version of the widget in a new browser window
11/18/2009
11/25/2009 nili
Pass
View a specific widget for an in-progress

(v8+) assessment
2
3
4
1
Make some changes

Request to save the widget
3a
3b
2
1
3c
2
1
3d
S048
Jump To Widget
Organisation User Navigate quickly from one Main

widget to another
2
3
1
2
3
1
Request to move to the next widget
Request to move to the previous widget
Indicate that I am done with the current

widget
Request to cancel my changes
View a specific widget for an in-progress

(v8+) assessment
2
3
4
Make some changes

Request to jump to another widget (and
specify which one)
5
6
S022
View
Printable/Downloadable
Version of Widget
General User
View a
printable/downloadable
version of a widget
Main
2
3
4
CMC:Note there was also an issue whereby

if the organisation had scored the widget
and then CfH marked it as exempt when
you actually saved it it wasn't persisitng
the exempt setting, this is now also fixed
nili
Request to print or download the widget

File not found - is this a problem with
the system test environment?
High
Closed
nili: folder holding widget documents is

now specified by test web.config
The printable version is in PDF format - it is

designed for viewing offline or printing out, and
not for filling in.
11/18/2009
11/25/2009 nili
Pass
Options to save or print the widget are available

(standard Acrobat Reader functions so no need
to actually test them)
12/21/2009
nili
Pass
The PDF document is a static placeholder

document - this will change once S065 and/or
S082 are delivered
nili
Pass
There is an option to download widgets in bulk
S050
Download Widgets In Bulk Logged In User
Download printable
Main
versions of widgets in
bulk, for viewing off-line or
for printing out
11/18/2009
11/25/2009 nili
Pass
4
5
The widget downloads page is displayed

Y
Downloads are only available for my own org type Y
11/18/2009
11/18/2009
11/25/2009 nili
11/25/2009 nili
Pass
Pass
Widget documents are available for download in

three formats:
1) Full widget format (guidance plus attainment
levels/checklist)
2) Guidance only format
3) Attainment levels/checklist only format
11/18/2009
11/25/2009 nili
Pass
Widgets documents are available for download in Y

the following groupings:
1) Booklet: all widgets as a single doc
2) Individual widgets: widgets as individual docs,
zipped together
11/18/2009
11/25/2009 nili
Pass
The "booklets" list item is incorrectly in Low

bold (lloking at the HTML it looks like it
is tagged up as <h3>)
Closed
There is a warning that the booklet is a large file Y

(because it is > 250MB)
11/18/2009
11/25/2009 nili
Pass
There are warnings for all files - it

should just be for the "All widgets"
booklet
Closed
nili: The warning depends upon the file size

setting in web.config. I suspect the
web.config for the test site does not
include this setting.
TH 15/3 not sure why you have done it
based on file size - the spec doesn't say
anything about this, only that the "all
widgets" booklet should be marked as a
large file
Pass
Can you put the large file warning in

Low
bold red (in the prototype I have done it
using <span class="warning"> - the
warning style would also need adding
to the stylesheet
Closed
nili: I've used the existing 'errorMessage'

class which displays the message in red
10
11
The system tells advises me how to view and

download the files (right click/Save Target As...)
Request to view a specific widget
Request to download widgets in bulk
1
2
Navigate to the Resources page
4
5
1c
1
2
1
2
3
Log out
Navigate to the Resources page
Navigate to the widgets list for any org

type
5
6
Download Widgets In Bulk Logged In User

(Per-Initiative Booklets)
Download printable
Main
versions of widgets in
bulk, for viewing off-line or
for printing out
(specifically, per-initiative
booklets)
Download Widgets
Spreadsheet
General User
Download the widget set

as a spreadsheet for
offline working
Main
Download and open the file
S056
Review Submitted
Assessment
Create Bulk Email
XYZ ABC User
XYZ ABC User
Review a submitted (v8+)

assessment prior to
approval
Create bulk emails to be

sent to users
The PDF document is a static placeholder

document - this will change once S065 and/or
S082 are delivered
The download is a ZIP file
The ZIP file is a static placeholder file
See prototype for appropriate wording
Medium
Closed
Pass
File not found
High
Closed
nili: Test web.config now specifies the

directory for these documents.
N/A
nili
Pass
1/12/2010 N/A
nili
Pass
File not found
High
Closed
nili: Test web.config now specifies the

directory for these documents.
N/A
nili
Pass
11/18/2009 N/A
The link doesn't work - because the

High
<a> tag doesn't have an href attribute
in it. This was previously working so
maybe it's a config issue that has been
re-created when the test server DB was
rebuilt?
Closed
N/A
N/A
nili
Pass

Y
Downloads are only available for my own org type Y
11/18/2009 N/A
nili
11/18/2009
11/25/2009 nili
Pass
Pass
11/18/2009 N/A
nili
Pass

N
Downloads are only available for my own org type N
11/18/2009 N/A
nili
11/18/2009
11/25/2009 nili
Pass
Pass

There is an option to select the org type (all
"assessable" org types in the list, alphabetical,
default Acute Trust)
11/18/2009 N/A
2/22/2010 N/A
Pass
Pass
Y
Y
nili
nili
Default is blank
Medium
Closed
Pass
Formatting of label - should be bold check the styling used elsewhere (e.g.
Register page) and copy that.
Low
Closed
Medium
Closed
No downloads displayed until I click "View

Downloads" - the downloads for Acute
should be displayed without me having to
click "View Downloads"
2/22/2010 N/A
nili
Pass
Default is blank
The downloads for the newly selected org type

are displayed
2/22/2010 N/A
nili
Pass
1) I can't test this because there are no High

downloads set up for any org type other
than Acute Test. Can you add some test
data
Closed
CMC: Have added test entries for Test

Acute and XYZ org types. NOTE: Think we
may need to consider how this screen
works for XYZs and other "simplified
interface" types e.g. is it appropriate to
have initiative booklets for such a small
number of widgets etc
TH 23/3: no test data for acute - has it got
wiped out by the test server rebuild?
Suggest adding test data for
"a.test:General Practice" since this is a test
org type
Pass
2) The message telling me that there

Low
are no documents available for a given
org type: can you format it as an error
instead of an instruction. Check with
Tom re. what CSS class to use for an
error
Closed
nili: 2 - amended mark-up format to

errormessage for the 'no documents
available'message.
TH 15/3: Error message shown in black, not
red - you have used class "errormessage" are you sure this is the right one?
There is *not* an option to download widgets in

bulk
1/12/2010 N/A
nili
Pass

bulk
1/12/2010 N/A
nili
Pass
Link is there
High
Closed

bulk
1/12/2010 N/A
nili
Pass
Option is there
High
Closed
Pass
If I open a fresh browser window, don't High

log in and type
"http://igttest1dr/igt/DocumentDownloa
d.aspx" into the URL, I can get to the
downloads page. Shouldn't there be
some sort of role-based security which
blocks the page if I don't have the
relevant permissions?
Withdrawn This is a general issue across the whole

site, not just specific to this page separate story required to fix it.
CMC:People need to get a bit smarter
about how pages are called not just case of
getting to the page but also need to make
sure query string parameters aren't
spoofed etc. These are the kind of issues
which will cause us to fail Pen Test if not
careful
All the booklets seem to point to the

same (non existent) PDF file - is this
just because of how you've set up the
test data? If so, can you set up test
data with different file names so I can
see that you're displaying the correct
link?
Medium
Closed
The booklet is in PDF format

The content of the PDF document is "Widget
Document Placeholder" - this will change once
S065 and/or S082 are delivered
Y
N
There is an option to download the widgets as a

spreadsheet for my org type
1/12/2010
1/12/2010
1/12/2010
N/A
N/A
2/25/2010
3/17/2010 nili
3/17/2010 nili
Pass
Pass
3/17/2010 nili
nili
Pass
Pass
File not found

Medium
Can you make the pop-up window a bit
taller - currently it's not so tall and you
can only see the (blank) top third of the
booklet. Can you make it tall enough so
that some of the booklet header page
text is visible?
Closed
Closed
3/17/2010 nili
Pass
Even though it's only a test file for now, Medium

the text should read "All widgets"
Closed
CMC: This is fixed by using the spreadsheet

PQRT_Widgets_workbook_AcUTE_v8 (draft
A).xls as mentioned below
Pass
For some reason this link is underlined Low

but all the others are not. Can you get
them consisten please (check with Tom
re. link styling)
Closed
nili: all the links should now be underlined
The file is an MS Excel workbook (XLS format i.e. Y

compatible with Excel 97-2003)
The spreadsheet is a static placeholder

document - this will change once S106 is
delivered.
2/25/2010
N/A
N/A
nili
Pass
File not found - there is an example file Medium

you can use in the prototype folder
Closed
Nili: test web.config amended to specify

folder holding widget documents
TH 23/3: the link works now but
nili
Pass
Could you use the example

spreadsheet in the prototype
("PQRT_widgets_workbook_ACUTE_v8
(draft A).xls") as the placeholder file?
Low
Closed
CMC:Am using suggested file for Test Acute

org type
Page title - change to "Bulk Email

Details" - no hyphen and capital "D"
Low
Closed
"Not yet created" should be "(not yet

created)"
Low
Closed
TBC
Ability to add review comments (at what level?)
TBC
Also for use by auditor

Remove general comments from widgets list
TBC
TBC
The system displays the "Bulk Email List" screen
12/21/2009 N/A
Des
Pass
There is an option to create a new bulk email
12/21/2009 N/A
Des
Pass
The system displays the "Bulk Email Details"

screen
12/21/2009 N/A
Des
Pass
The system tells me that the email will be sent

overnight
12/21/2009 N/A
Des
Pass
The system requests me to specify details for the Y

email, as follows:
12/21/2009 N/A
Des
Pass
Organisation type(s) to send the email to

(multiple selection, default none selected)
12/21/2009 N/A
Des
Pass
Role(s) to send the email to (multiple selection,

default none selected)
12/21/2009 N/A
Des
Pass
10
Assessment status of organisations to send the

email to (multiple selection, default none
selected)
12/21/2009 N/A
Des
11
12
Subject line of the email (default blank)

Body text of the email (rich text, default blank)
Y
Y
12/21/2009 N/A
12/21/2009 N/A
Des
Des
Date to send the email (default today)
12/21/2009 N/A
Des
Pass
The system validates that:

I have selected at least one organisation type
N/A
12/21/2009 N/A
Des
Pass
Error text - "atleast" should be "at least" Low
Closed
I have selected at least one role
N/A
12/21/2009 N/A
Des
Pass
Closed
I have selected at least one assessment status
N/A
12/21/2009 N/A
Des
Pass
Closed
I have specified a subject line

I have specified some body text
I have specified a date to send the email it is
either today (but only if the current time is
before 6pm) or a date in the future
N/A
N/A
N/A
12/21/2009 N/A
12/21/2009 N/A
12/21/2009 N/A
Des
Des
Des
Pass
Pass
Pass
I put a blank date and no error message Medium

came up
Closed
I typed "efkverk" in the date field and

got a server error
Closed
Request to view a list of bulk emails
2
3
4
5
13
14
15
16
nili: fixed, but defaults to first orgtype (in

ascending alphabetical order) ... Which is
usually Acute.
The downloads for the (default) selected org type Y

are displayed
TBC previously done via widgets list but Show all widgets and all details (readonly)
now there's extra detail to worry about Include links for evidence
Doesn't need to be printable
Main
Pass
nili
CMC: Have set up different dummy

"placeholder" files for test acute and XYZ
types
CMC:The link is just a standard a href tag

with target of blank. Therefore size is not
being explicity set and will just take the
default browser behaviour
TH 22/05: can you change it so that it
*does* open the window at a specific size
then please? CMC: Made to be maxiumum
size think we can get away with whilst still
supporting 800x600 resolution
S055
nili

N
Widgets documents are available for download in N
the following groupings (additional to S050):
1) Per-Initiative booklets: all widgets from a given
initiative in a single booklet
6
7
8
3
4
N/A
1/12/2010 N/A
2
3
S069
Navigate to a specific widget
S076
The booklet is in PDF format
Select another org type and request to

view the downloads for it
1d
Medium
Log in as an XYZ ABC user

3
4
Closed
3
1
2
4
5
1b
High
12
1
2
No link on widgets list page
1a
N/A
Request to view the (v8+) widgets list
8a
N/A
Can't test until above test passes
Request to create a bulk email
Pass
CMC: Need for rich text/HTML editor
Pass
Pass
Enter details for the email

Request to create the email
Pass
High
16a
S057
Add Bulk Email

Attachments
XYZ ABC User
Attach files to pending

bulk emails
17
The system creates (persists) a "pending" email

with all the details I have specified
12/21/2009 N/A
Des
Pass
18
The system returns to the "Bulk email List" screen Y
12/21/2009 N/A
Des
Pass
The breadcrumb trail shows "Org Admin Low

-> Bulk E-mails List -> Bulk E-mails
List"!
Closed
19
The system informs me that it has created a new Y

bulk email which is "pending"
12/21/2009 N/A
Des
Pass
Change "is created" to "created"

(present tense inappropriate)
Remove underline from message
subject
Remove hyphen before message
subject or add another one after
message subject
Change "e-mail" to "email"
Low
Closed
20
The system reminds me the date that the email

will be sent
12/21/2009 N/A
Des
Pass
Low
Closed
21
The system reminds me that I can amend or

Y
delete the email up to 6pm on the date it will be
sent
12/21/2009 N/A
Des
Pass
Low
Closed
The system highlights the failed validation

criteria
12/21/2009 N/A
Des
Pass
The system returns to the "Bulk email List" screen N
12/21/2009 N/A
Des
Pass
The breadcrumb trail shows "Org Admin Low

-> Bulk E-mails List -> Bulk E-mails
List"!
Closed
The screen displays the "Bulk Email Details"

screen
12/21/2009 N/A
Des
Pass
The system provides an option to specify

attachments
12/21/2009 N/A
Des
Pass
1) Can you add a label "Filename:" to

the left of the field in the attachment
popup
2) Can you make the filename field
maybe twice as wide (so you can see
more of the filename at one time)
Closed
3/4/2010 N/A
Des
12/21/2009 N/A
Des
Pass
Selected file, clicked "Add Attachment"

and got a server error
Closed
Pass
Tried adding the same file twice and got Low

a server error:
"An item with the same key has already
been added."
Only fix this if it is relatively easy to do
Closed
User will be informed, if they try to add the

same filename. Is this okay or do we need
to allow the user to attach the same file
more than once.
TH 23/3: rete4sted this - I still get a server
error; needs to be a user-friendly error.
CMC 26/4 Cannot get this error to occur on
local mahcine or test server, suspect may
have been some config changes, Suggest
re-testing
I get the following error message in the Medium

pop-up:
Closed
CMC: Cannot get to occur, have made

confiog changes, suggest re-test.
Shown as from "PQR App Administrator" Medium

- remove this name so the email
address only is showing
Closed
Des 24/05 - Fixed
Still marked as pending
Closed
Des 24/05 - Fixed
Pass
As discussed, email sender should write Medium

some output to a log file stating what
time it ran and a summary of the
results of the run (number of emails
sent, Ids of emails sent, number of
recipients for each one)
Closed
Des 24/05 - Fixed
Email content needs to be exactly as

users would see it
Closed
Des 24/05 - Fixed
1
2
Validation criteria not met
15a
3
1
2

Request to cancel
Main
4
5
6a
Enter (valid) details for the email

Specify one or more files to attach to the
email
The system validates that the file is not too large N

(configurable but default 1MB)
The system displays the name(s) of the file(s)

specified
8
9
Request to create the email
File too large
The system persists the files along with the

pending email
N/A
The system displays an appropriate error

message
Pass
CMC: Presumably this process uploads
said file to the server. Do we need to
ensure files are unique across emails
i.e. can't get overwritten by another
upload. Store as BLOBs or on
FileSystem ? BLOBS gets round issue
of multiple web servers
12/21/2009 N/A
Des
Pass
3/4/2010 N/A
Des
Pass
Server Error in '/PQRT' Application.

------------------------------------------------------------------------------Maximum request length exceeded.
8a
Request to remove one of the

attachments
8b
The system no longer displays the name of the

removed attachment
12/21/2009 N/A
Des
Pass

you don't)
12/21/2009 N/A
Des
Pass
Validate that the system was *not* in bulk email

test mode (configurable)
N/A
The system has sent the bulk email to all

specified recipients
N/A
12/21/2009 N/A
CMC
CMC: Individual recipients or en-masse Pass

recipients ?
TH: can be either so long as users
don't see other users' e-mail addresses
The system has *not* sent the email to users

with locked accounts
N/A
12/21/2009 N/A
CMC
Pass
The email "from" address is a "do not reply"

address
N/A
12/21/2009 N/A
CMC
Pass
The e-mail (when received) does not contain the N/A

e-mail addresses of any other recipients.
4/26/2010 N/A
CMC
Pass
7
8
The subject line is as specified

The body text is as specified (with rich text
formatting)
N/A
N/A
12/21/2009 N/A
12/21/2009 N/A
CMC
CMC
Pass
CMC: Needs to be sent HTML mail then Pass
9
10
The attachments are as specified

The email is marked as "sent"
N/A
N/A
12/21/2009 N/A
12/21/2009 N/A
CMC
CMC
Pass
CMC: What happens if not sent
Pass
TH: the only reason it would not be
sent is due to a technical failure - not
something I would document in the FS
- but obviously you need to code for
data integrity i.e. Don't mark it as sent
unless it was actually sent
3
1

Request to view an attachment (click on
its file name)
S058
Send Bulk Email
XYZ ABC User
Have the system send all

due bulk emails
Main
2a
1
2
Wait until the morning after a bulk email

was due to be sent
The system has sent the bulk email to a single

(configurable) test account (default value
tony.heap@nhs.net)
View Bulk Emails
XYZ ABC User
View bulk emails (both

sent and pending)
Main
2a
S060
Amend Bulk Email
XYZ ABC User
Amend a pending bulk

email
Main
Delete Bulk Email
XYZ ABC User
Delete a pending bulk

email
Main
View a sent email
Main
XYZ ABC User
Have a nice look & feel for Main

the bulk email function
N/A
Pass
Des
Des
Pass
12/21/2009 N/A
12/21/2009 N/A
Des
Des
Pass
Pass
For each email the system tells me the "send

date" (the date it was sent or is due to be sent)
12/21/2009 N/A
Des
Pass
For each email the system tells me the status

(Sent or Pending)
12/21/2009 N/A
Des
Pass
The system displays a message to indicate that

there are no bulk emails
Des
Des
Pass
There are currently no bulk emails

N/A
N/A

12/21/2009 N/A
Des
Pass

screen
12/21/2009 N/A
Des
Des
Pass
All details of the email are populated

All details of the email are editable
N
Y
12/21/2009 N/A
12/21/2009 N/A
The system performs the same validations as per N

S056 (Create Bulk Email)
10
The system updates (persists) the "pending"

email with all the details I have specified
11
Request to edit a pending email
Validation criteria not met
3
1
2

Request to cancel
1
2
Pass
The system returns to the "Bulk Email List" screen N
12/21/2009 N/A
Des
Pass
The system highlights the failed validation

criteria
12/21/2009 N/A
Des
Des
Pass
The system returns to the "Bulk Email List" screen N
12/21/2009 N/A
Des
Des
Des
Pass
Closed
TH 10/3 - breadcrumb needs to change

from "Bulk Email List" to "Bulk Emails" to
match main page title
Message says "No Bulk Email sent yet"

- change it to "No Bulk Emails created
yet" (notice plural!)
Low
Closed
TH 10/3 - the message is in blue on a blue

background so I can't see it!
Can you change it to a simple paragraph of
text instead of putting it in a table?
Pass
For each pending email there is an option to

delete the email
12/21/2009 N/A
Des
Pass
12/21/2009 N/A
Des
Des
Pass
The popup box styling is all wrong (e.g. High

Transparent background) - it used to be
OK so presume it got broke by the restyling activity
Closed
Pass
The popup box is not modal
High
Closed
N
N
12/21/2009 N/A
12/21/2009 N/A
Des
Des
Des
Des
The deleted email has been removed from the list N
12/21/2009 N/A
Des
Pass

screen
12/21/2009 N/A
Des
Des
Pass
There is an option to delete the email
12/21/2009 N/A
12/21/2009 N/A
Email was deleted without asking for

confirmation
High
Closed
Is it possible (easy) to make the Body

section non-editable? If not, don't
worry, there is no "Save" button so it's
not a big deal
Des
Des
Des
Pass
Pass
Pass
Pass
TH 23/3: failed retest
Des
For each sent email there is an option to view the Y
email
12/21/2009 N/A
Des
Pass

screen
12/21/2009 N/A
Des
Des
Pass
All details of the email are populated

All details of the email are *not* editable
N
N
12/21/2009 N/A
12/21/2009 N/A
Des
Des
Pass
Pass
Low
Closed
There is *not* an option to save the email
12/21/2009 N/A
Des
Pass
Can you change the Cancel button to a Low

Done button
Closed
Pass
"Create Bulk Email" should be "Create

new bulk email"
Low
Closed
Des 24/05 - Fixed
Pass
Context help icons should be below the Low

table headings (use <br>)
Closed
Des 24/05 - Fixed
Pass
The "New bulk email created"

messages should be within a <div
class="infoMessage">
Low
Closed
Des 24/05 - Fixed
Pass
Can you make the tab section a bit

taller so that all the User Roles fit in
without needing a scroll bar
Low
Closed
Des 24/05 - Fixed
Pass
The "required field" marker for Subject

has wrapped on to the next line (IE6,
IE7). Perhaps make the subject box a
little narrower?
Low
Closed
Des 24/05 - Fixed
Pass
"Add Attachments" should be "Add

attachment" (lower case A and
singular)
Low
Closed
Des 24/05 - Fixed
Request to view a sent email
Go to the Bulk Email List screen
Des
Look & feel is as per prototype page

"bulk_email_list.html"
Low
Des
Request to edit a pending email
3
4
Des
The system deletes the email

The system re-displayes the "Bulk Email List"
screen
12/21/2009 N/A
Confirm
Request to delete the email
Request to delete a pending email
3
4
5
5
6
Pass
Pass
12/21/2009 N/A
Des
Des
Des
Des
Des
Edit the email details

1
2
Page title - change "E-mail" to "Email"

(also in breadcrumb)
Des
For each pending email there is an option to edit Y
the email
3
4
Bulk Email Look & Feel
N/A
12/21/2009 N/A
S102
Rejoin main flow at step 3 (but use the

N/A
attachment/appendix to determine the intended
recipients)
Y
Y
XYZ ABC User
Pass
5
6
7
View Bulk Email
Pass
N/A
The list is in reverse chronological order

For each email the system tells me the subject
line
3
4
S080
N/A
N/A
The system displays a list of all bulk emails,

pending and sent
3a
N/A
3
4
5
6
7
8
9
S061
N/A
3
4
8a
Pass
The email includes an attachment or appendix

N/A
which is a list of the recipients that it would have
sent it to if not in test mode
9a
N/A
System is in bulk email test mode
S059
CMC: SQL Agent job? If so need files

as BLOBS in database. SQL CLR code
to convert BLOB to file
N/A
N/A

Look & feel is as per prototype page
"bulk_email_details.html"
N/A
Des
Des
Des
S062
View Undelivered Bulk

emails
XYZ ABC User
View a list of undelivered

bulk emails so that I can
consider whether to
amend user details
S063
View Glossary Term

Definition
General User
View the definition of a

Main
term that is defined in the
glossary
TBC
S064
View Glossary
General User
View the entire glossary
Main
Main
The mouse cursor changes to a "hand" shape as

it would for a hyperlink
1/12/2010
3/17/2010
CMC
Pass
The "explanation" of the phrase appears in a

float-over window (like a "tooltip")
1/12/2010
3/17/2010
CMC
Pass
The explanation appears immediately (no delay)
1/12/2010
3/17/2010
CMC
Pass
The explanation remains indefinitely whilst the

N
mouse cursor is positioned over the term (tech
note: standard tooltip using "title" attribute of
<a> tag disappears after a few seconds. Suggest
using jquery tooltip plugin or similar)
1/12/2010
3/17/2010
CMC
Pass
The explanation consists of data from the

matching glossary entry. A glossary entry
matches if either the term or acronym is a (case
insensitive) match for the marked up phrase. If
more than one glossary entry matches the
marked up phrase then the selection of which
entry to display is arbitrary.
1/12/2010
3/17/2010
RJM
Pass
Don't have enough test data to test this Medium

- can you add some more glossarised
terms to the guidance text so I can try
out the various options. Whilst you're at
it, can you remove the glossary tags
from Caldicott Guardian and IM&T (I
think they have been copied across
from the prototype HTML)
Closed
See guidance for Acute Test 101 widget for

examples of glossary items
The format of the explanation is "term

(acronym): definition" (but see below for
qualifiers and exceptions)
1/12/2010
3/17/2010
CMC
Pass
Can you change the formatting so that

(a) all the text is a bit bigger -standard
Windows tooltip size and (b) the
acronym is in bold but not italics
Low
Closed
CMC: previously text size was set to xsmall have now set it to small which is the
next size up. If this is too large then we
would have to explicity set the font-size to
a paticular point which is not good
accessibility practice.
10
The term is capitalised as per a title e.g. "Code of Y

Conduct"
4/26/2010
3/17/2010
CMC
Pass
Not really a fail but can you confirm

Low
that you haven't actually coded
anything for this - it's supposed to be
an authoring note to the Policy Team, as
opposed to anything the system needs
to do.
Closed

an example
11
If the acronym is not specified then it is omitted

along with its surrounding parentheses and
leading space.
1/12/2010
3/17/2010
RJM
Pass
Can't test - need test data
Medium
Closed

12
If the definition is not specified then it is omitted Y

along with the leading colon.
1/12/2010
3/17/2010
RJM
Pass
Can't test - need test data
Medium
Closed

The explanation appears again.
General User
View a
printable/downloadable
version of the glossary
Main
There is no indicator as to which letter Medium

of the alphabet you are looking at - this
is a problem for e.g. "E" where there
are no glossary terms. How about
making the current letter a different
colour, or not a link?
Closed
Highlights selected letter in red with no

underline
No test data so can't test - can you add Medium

a glossary term which is an
abbreviation only. Also, how will this be
displayed in terms of alphabetical
order?
Closed
CMC:test data now there try N for No

defintion glossary term. Note glossary
entry always has a term and it is this which
is used to order the glossary as per step 6
above
Float the mouse cursor over the term
1/12/2010
3/17/2010
CMC
Pass
1/12/2010
3/17/2010
CMC
Pass
1/21/2010
3/17/2010
RJM
Pass
The term is highlighted in some way so as to

indicate that it is a glossary term (e.g. Italics).
1/12/2010
CMC
Pass
The term is *not* hyperlinked through to

anywhere
1/12/2010
CMC
Pass
There is an option to view the glossary (on the

nav bar)
1/12/2010
3/17/2010
N/A
The system displays the glossary in a separate

(non-modal) tab/window
12/21/2009
3/17/2010
Pass
5
6
The glossary lists all glossary terms

Y
The terms are in alphabetical order (case
Y
insensitive) - using the full term, not the acronym
12/21/2009
12/21/2009
3/17/2010
3/17/2010
Pass
Pass
For each term, the acronym is displayed if

applicable
12/21/2009
3/17/2010
Pass
For each term, the definition is displayed if

Y
applicable (might not be applicable if the term is
in the glossary purely to expand an abbreviation)
12/21/2009
3/17/2010
Pass
Click the term
View a widget within the widget list that

has a term marked up as a glossary
term within the widget question text
View the printable version of a (v8+)

widget that has a term marked up as a
glossary term within any of its RATML
fields
View any page
View the glossary
There is a (single) option to print or download

the glossary
1/12/2010
3/17/2010
RJM
Pass
The system opens up the printable/downloadable Y

version of the glossary in a new browser window
1/12/2010
3/17/2010
RJM
Pass
5
6
The printable version is in PDF format.

Options to save or print the glossary are
availavle (standard Acrobat Reader functions so
no need to actually test them).
Y
Y
1/12/2010
1/12/2010
3/17/2010
3/17/2010
RJM
RJM
Pass
Pass
The content of the glossary is as per the online

version
1/12/2010
3/17/2010
RJM
Pass
Will test when new XSL is in place (also

need to run Glossary PDF publish
process)
Page footer includes page number (central)
1/12/2010
RJM
Pass
No page footer. I have updated the

glossary XSL to include a page footer
(available on request) but note that it
will also require a change to the
glossary XML file because I have refactored it a bit
The glossary is *not* version controlled
N/A
1/12/2010
CMC
Pass
Request to print or download the

glossary
9
Sys Admin
Publish a new version of

the Knowledge Base
based on the data held in
RAT
Main
Manually copy all (new or amended) KB

"internal" files to the correct location on
the PQRT web server(s)
Request to import KB data from RAT into

PQRT staging tables
N/A
Des
Pass
N/A
N/A
Des
Pass
The system updates its KB tables to match the

data in the staging tables
N/A
N/A
N/A
Des
Pass
Using real KB data...System bombed

High
out with no error message. I think it
was part way through processing as it
has copied 202 out of 244 KB docs from
Source to KnowledgeBaseNew. The first
defect is that there should be an error
message
Closed
Pass
Once you have got it to display the

error message, fix the underlying
defect too!
High
Closed
Note that the "weblink" field is in MS Access

weblink format - to get the "raw" URL, take the
string between the first and second "#" symbol
N/A
N/A
N/A
Pass
Any records in the staging table for which Title,

Type or Location is not specified are *not*
published, and the user is presented with a
warning message to this effect.
N/A
N/A
N/A
Pending
Any records for which Location is "External" and

"Weblink" is not specified are *not* published,
and the user is presented with a warning
N/A
N/A
N/A
Pending
10
Any records for which Location is "Internal" and

"FileName" is not specified are *not* published,
and the user is presented with a warning
N/A
N/A
N/A
11
The system determines the file type (extension)

and size for each "internal" resource file and
records this in the DB
N/A
N/A
N/A
Pass
File size slightly out - you need to

divide the number of bytes by 1024,
not 1000, to get KB
Low
Closed
Desi 08/06: Fixed
Pass
Can you put the file type in caps and

remove the leading dot?
Low
Closed
Desi 08/06: Fixed
Pass
No KB docs being displayed (but are

appearing in req'ts pages)
High
Closed
System says "files have been exported

successfully" - should say "imported"
Low
Closed
14
View the KB via the PQRT web interface

(ref. S075)
N/A
N/A
N/A
Resource is correctly displayed (as per existing

KB functionality)
N/A
N/A
N/A
Des
Des
One or more KB resources are missing

from the PQRT web server(s)
Des
Pass
Des
System displays error including list of missing

resources
N/A
N/A
N/A
Des
Pass
Abandon the function
N/A
N/A
N/A
Des
Pass
The system populates PQRT staging tables with

widget data form RAT (identical format)
N/A
N/A
N/A
thma1
Pass
3.1
PQRT looks at the version info in its own

N/A
database to determine the major version number
for the "current" widget set
N/A
N/A
thma1
Pass
PQRT determines and displays the widgets that

would be added by the re-publish process (i.e.
Widget variants in the staging tables but not in
the live PQRT database for the "current" major
version)
N/A
N/A
N/A
thma1
Pass
When displying the org type, display

the org type name, not the org type
short name
Low
Closed

N/A
would be uplifted to a new minor version by the
re-publish process (i.e. Widget variants already in
the PQRT live database but at a lower minor
version for the "current" major version)
N/A
N/A
thma1
Pass
Version numbers are reversed (e.g. It

says "will be uplifted from v8.1 to
v8.0")
Low
Closed

N/A
(in theory) would be deleted by the re-publish
process (i.e. Widget variants in the PQRT live
database but not in the staging tables for the
"current" major version), and makes it clear that
deletion is a manual process.
N/A
N/A
thma1
Pass
If there are any widgets to be added, uplifted or N/A

deleted for a given org type, PQRT validates that
there are no existing assessments from an
affected organisation where the assessment
status is anything other that "started".
N/A
N/A
thma1
Pass
PQRT runs the "knowledge base publish" function N/A

first (ref. S066) in order to make sure the PQRT
database has the latest knowledge base data in
it
N/A
N/A
thma1
Pass
I deliberately caused the KB publish to Low

fail by removing some of the KB files.
The system did fail and tell me why but
it also gave me the following error:
"Publication failed with: Unable to cast
object of type 'System.Int32' to type
'System.String'." which sounds like a
coding error to me
Closed
PQRT updates its widget records to match the

data in the staging tables, as follows:
N/A
N/A
thma1
Pass
Got error: "Publication failed with:

High
Unable to cast object of type
'System.Int32' to type 'System.String'."
Closed
3
Main
Pending
Des
Des
Correct (new) version of the KB is displayed (as
per existing KB functionality)
Request to view a specific (internal) KB

resource (ref. S075)
15
Publish or re-publish a
version of the widgets
based on the data held in
RAT (online widgets only)
Des
N/A
Run KB "publish" process
13
Sys Admin
Des
N/A
12
Publish Widgets - Online

Version
Closed
The system validates that all "internal" KB

resources exist on the PQRT web server(s)
4
5
S065
Medium
PQRT staging tables populated with KB data from N/A

RAT (identical format)
5a
Superseded by S078 - link is on

Resources page instead
Request to view the glossary
CMC:Will always have term but

acronym and defintion are optional
Move the mouse cursor away and float it

over the term again
S066
CMC:Could use dotted underline if

possible
The system displays the entire glossary in a

Y
separate (non-modal) tab/window (ref. S064 View
Glossary), scrolled down to the selected term.
3
4
View
Printable/Downloadable
Version of Glossary
Close4d
CMC
S071
Dotted underline good.

Low
Can your remove the italics (apparently
it's not so good for disabled users)
Can you change the colour (I'm thinking
green - I'll put something in the
prototype
CMC: Note glossary terms marked by

<g></g>. Within these tags will
either have the term or acronym.
3/17/2010
2
Identify glossary terms in
the printable version of a
widget
Pass
Des 24/05 - Fixed
1/12/2010
14
15
16
General User
Closed
13
View Glossary Term

(Printable)
Created a new bulk email with no

High
attachments. Tried to edit it and got a
system error (see email from TH to Des
on 20/05/2010)
The phrase is highlighted so that it looks similar

to but distinct from a normal hyperlink (e.g.
Underlined but in a different colour)
S070
Pass
Needs technical investigation into how

it can be achieved
12/21/2009 N/A
View a (v8+) widget that has a phrase

marked up as a glossary term within any
of its RATML fields
1b
TBC
Request to import widget and

knowledge base data from RAT into
PQRT staging tables
8
9
11
Request to run widget "publish" process

(in PQRT).
Confirm that I wish to proceed
N/A
RJM
12
Widgets that don't already exist (according to

widget number, major version number and org
type) are added.
N/A
N/A
N/A
thma1
Pass
13
Widgets that require a minor version uplift are

N/A
replaced with the new minor version.
Note: it can be assumed that attainment levels,
attainment criteria and evidence items are not
added or removed from one minor version to the
next (this would cause problems with existing
assessments), but that widget origins and widget
changes may be added or removed.
N/A
N/A
thma1
Pass
14
References to KB resources are correctly mapped N/A

across from staging tables.
N/A
N/A
thma1
N/A
Superseded by S201
15
Where a KB resource does not exist in the PQRT

database (because it failed the KB publish
process as per S066), the widget is not linked to
it, and no warning message is displayed.
N/A
N/A
N/A
thma1
N/A
Superseded by S201
16
Links to existing assessments are maintained
N/A
N/A
N/A
thma1
Pass
17
RATML fields are converted into HTML "snippets" N/A

as appropriate for display (see stories S013S021)
N/A
N/A
thma1
Pass
Correct (new) version of widget is displayed.

Note: format/content of page is specified in
S013-S021.
N/A
N/A
thma1
Pass
Evidence items have speech marks

around them
Medium
Closed
Pass
In the KB table, can the file type be in

caps and with no leading dot? This
probably needs fixing within the
knowledge base publish function
Low
Closed
18
View online version of widget (ref.

stories S013-S021)
19
7a
7b
S082
Publish Widgets - Printable Sys Admin

Version
Publish or re-publish the

printable versions of the
widgets
Main
PQRT displays a list of affected organisations

N/A
(including Name, organisation Code, assessment
status)
N/A
N/A
thma1
Pass
The system tells me that it cannot proceed with N/A

the re-publish because some organisations would
be affected.
N/A
N/A
thma1
Pass
PQRT displays a list of affected organisations

N/A
(including Name, organisation Code, assessment
status)
N/A
N/A
thma1
Pass
The system warns me that I should only proceed N/A

with the re-publish if it is to reflect a simple
change (e.g. Typo fix) because some
organisations would be affected.
N/A
N/A
thma1
Rejoin main flow at step 8 (confirmation)
Sys Admin

ZIP file downloads for the
widgets
Main
2a
2b
S100
Publish Widgets - Booklet

Downloads
Sys Admin

Main
booklet downloads for the
widgets
Would not let me proceed when adding Medium

a req't for an XYZBP even though the
only affected assessment was for a CTP
(which was only affected by deletions)
Closed
Pass
The system told me I *cannot* publish,

even though I only have req'ts to be
uplifted, not added
Medium
Closed
Pass
The system warning was displayed

*before* the summary of affected orgs
instead of after
Low
Closed
There are existing assessments that

would be affected by an uplifted or
deleted widget
This story extends S065 by also

generating the printable versions of the
widgets (continue on from the end of
S065).
Request to view the printable version of

a widget
Correct (new) version of widget document is
displayed.
The document does not have a specific title - it

begins with the Header Panel.
Publish Widgets - ZIP File

Downloads
RJM
There are existing assessments that

would be affected by an *added* widget
S099
N/A
thma1
N/A
N/A
N/A
1/12/2010
thma1
Pass
Pass
The publish tool crashed out before

High
copying the widget documents up to
the web server - suspicion is it's to do
with file permissions - not being able to
overwrite existing files
Withdrawn TH 16/6 for now it's a manual process to

copy the files into the web server folder,
but needs addressing longer term
TH 6/7 raised a separate defect in Misc
Defects 2
Pass
The system didn't provide any sort of

error message when it crashed out
Medium
Closed
Pass
The system didn't roll back the

database changes when it crashed out
trying to copy the files
High
Closed
Pass
Your XSL files are out of date. I will send High

you a new set. When you get these, do
not reformat them or pretty-print them
because it causes FOP to insert
whitespace where it's not wanted.
Closed
Pass
I notice in the App/Resources folder you Low

have widgetPreview.xsl, widgetCore.xsl
and widgetBookletFullWidget2fo.xsl.
You do not need these files. Suggest
removing to avoid confusion/clutter.
Closed
Pass
On the test server, I notice the XML

Low
files generated in "Output" are suffixed
".PDF.XML" whereas they should
probably just be ".XML". Not a
functional fail, obviously, but confusing
for support usersf
Withdrawn This helps grouping them together in the

file space - I can delete these after
publish...??
TH 9/6 fair enough - leave as-is
Page footer includes page number and page

count (central) and key info (RHS): req't no., org
type, req't version (major/minor) e.g. "R101 |
Acute Trust | v8.0"
11/30/2009
11/25/2009 thma1
Pass
All sections are the same as the on-line widgets

page except where stated below.
11/30/2009
11/25/2009 thma1
Pass
Key reqt icon not appearing in header

box - is this due to a missing GIF?
Medium
Closed
Pass
Knowledge base items are not in the

correct order - should be ordered by
sequence ID
Medium
Closed
Pass
Knowledge base "exemplar" section

missing in some cases e.g. Acute reqt
3. They appear to be missing from the
XML file.
Medium
Closed
thma1
Pass
Guidance section heading is present needs removing from XSL (Tony to do)
Low
Closed
The Guidance Section excludes the section

heading "Guidance"
The Attainment Levels section is titled

Y
"Attainment Levels (including Checklist)" in order
to make it clear that the previously separate
checklists documents have been incorporated
11/30/2009
11/25/2009 thma1
Pass
Just Attainment Levels (Tony to fix in

XSL)
Low
Closed
10
The Attainment Levels section mirrors the

Y
content on the on-line widgets page but in a
format suitable for printing and filling in by hand
(including evidence types and space to make
notes).
11/18/2009
11/25/2009 thma1
Pass
Attainment c riterion ID section can be

narrower now we don't have Maint
Low
Closed
Pass
Maintenance criteria are not showing

the preliminary phrase "[Only required
if Attainment Level 3 was achieved in
the previous assessment]". This is
present and correct in the XSL but
needs to be triggered by the presence
of a <maintenanceCriterion/> tag in
the XML file
Medium
Closed
High
Closed
7/5/10 You have used org name instead of

org code e.g. It should be "AMT" not
"Ambulance Trust"
TH 27/5: now the org type is blank
meaning that the files for the different org
types have overwritten one another
TH 27/5: you have used the Org Type ID
instead of the Org Type "Code" field
1/12/2010 N/A
11
The Past Level box has a footnote indicating that Y

this information can be found online via the PQRT
1/12/2010
thma1
Pass
12
For a logged on user, the printable version is

Y
*not* populated with any of the data they have
entered so far (a separate report will be provided
to address this need)
11/30/2009
11/25/2009 thma1
Pass
The ZIP file contains a file for each widget for the N
org type
1/12/2010
3/17/2010 thma1
Pass
The filename should be

"PQRT_Widgets_<org code>.zip"
The widget file names are such that the widgets N

appear in ascending numerical order, even if the
widgets have different numbers of digits
1/12/2010
3/17/2010 thma1
Pass
The reqt numbers need to be padded to Low

3 digits with zeros to make sure they
will appear in numerical order
Closed
CMC:With new numbering convention have

0 padded to 4 characters rather than 3.
5
7
Each widget file is a PDF file

Each widget is in the same format as the
individual printable version (ref. S022)
Y
Y
1/12/2010
1/12/2010
3/17/2010 thma1
3/17/2010 thma1
Pass
Pass
The ZIP file is as per the full widget format

except for the differences stated below:
1/12/2010
3/17/2010 thma1
Pass
The Attainment Levels section is omitted from

each widget
1/12/2010
3/17/2010 thma1
Pass
The footer indicates that the booklet is "guidance N

only" format
1/12/2010
3/17/2010 thma1
Pass
No footer - can you check it's the latest Medium

version of widgetGuidanceOnly2fo.xsl,
containing:
<xsl:call-template
name="widgetFooter">
<xsl:with-param
name="variant">guidanceOnly</xsl:wi
th-param>
</xsl:call-template>
Closed
TH 7/6 Failed retest (need to rebuild test?)
The ZIP file is as per the full widget format

1/12/2010
3/17/2010 thma1
Pass
For each widget, the header information is in a

more compact format
1/12/2010
3/17/2010 thma1
Pass
For each widget, all sections other that the

Attainment Levels section are omitted
1/12/2010
3/17/2010 thma1
Pass
The footer indicates that the booklet is

"attainment levels/checklists only" format
1/12/2010
3/17/2010 thma1
Pass
The booklet has a title page which includes the

org type, widgets version and issue date
1/12/2010
thma1
Pass
On the Downloads page, the "all

High
widgets booklet" label is
"Confidentiality and Data Protection
Assurance (All Widgets, 107 KB),
whereas it should be "All widgets (PDF,
107 KB)"
Closed
Pass
The booklet filename should be

"PQRT_Widgets_Booklet_<org
code>_v<major version>.pdf
Closed
Pass
The booklet header page includes

High
"Confidentiality and Data Protection
Assurance" which it shouldn't. Looking
at the source XML file, you have
incorrectly inserted an
"<initiativeName>" tag at the top level
- this should only be inserted for an
initiative-specific booklet
Closed
Pass
On the downloads page, the "All

Widgets" booklet should be after the
individual initiative booklets
Low
Closed
On the TOC page the first initiative

heading is not being displayed. This is
an XSL fix by Tony
Medium
Closed

generating the ZIP file downloads for the
S065).
Download and open the full widget

format individual widgets (ref. S050)
Download and open the guidance only

format individual widgets
Download and open the attainment

levels/checklist only format individual
widgets

generating the PDF booklet downloads
for the widgets (continue on from the
end of S065).
Download and open the full widget

format booklet (ref. story S050)
Page footer includes page number and page

Y
count (central) and key info (RHS): org type, req't
version (major) e.g. "Acute Trust | v8"
1/12/2010
thma1
Pass
The booklet has a table of contents which mirrors Y

the format of the "Widget List" page
1/12/2010
thma1
Pass
The TOC includes a page number for each widget Y
1/12/2010
thma1
Pass
Pass
Medium
You have put version before org code
CMC:Will now dipslay below Initoative

booklets and Initiative booklets will be in
the correct "Initiative" order (previously
they weren't ordered at all)
2a
The booklet includes all widgets for the org type
1/12/2010
thma1
Pass
The widgets are in ascending numerical order
1/12/2010
thma1
Pass
The content of each widget is as per the

individual prinatble version of the widget
1/12/2010
thma1
Pass
The booklet is as per the full widget format

1/12/2010
thma1
Pass
The title page and footer indicate that the

booklet is "guidance only" format
1/12/2010
thma1
Pass
Download and open the guidance only

format booklet
4
9b
S101
S151
S106
Publish Widgets - PerInitiative Booklets
Publish Widgets Spreadsheet (Technology

Spike)
Publish Widgets Spreadsheet (List Sheet)
Sys Admin
Sys Admin
Sys Admin

Main
per-initiative booklet
downloads for the widgets

XL spreadsheet download
for the widgets (simple
version to prove
technology)

for the widgets (widgets
list sheet)
Main
Main
S148
Publish Widgets Spreadsheet (Details

Sheet)
Publish Widgets Spreadsheet (Report

sheet)
Sys Admin
Sys Admin

for the widgets (widgets
list sheet)

for the widgets (report
sheet)
Main
Main
Medium
Closed

Medium
code>_v<major
version>_Attainment_Levels_Only_Only.
pdf
Closed
You have put a suffix of

"Guidance_Only_Attainment_Levels_Only"!
CMC: And you've put a suffix of
Only_Only.pdf to the left ;-) However pretty
sure I know what you want and have fixed
it

code>_v<major version>_<initiative
name with underscores instead of
spaces>.pdf"
For the "guidance only" and
"attainment levels only" add the
relevant suffix "_Guidance_Only" or
"_Attainment_Levels_Only"
Medium
Closed
RJM: No fault found. Require more

information. Can not identify any truncated
files. Can not find any files with incorrect
filename. TH:You have put a suffix of
"Guidance_Only_Attainment_Levels_Only"!
Also it looks like the filename may have
been truncated at some point (difficult to
tell where)
Pass
Sorry I have sneaked this in as an extra Medium

widget. I have updated the XSL but you
will also need to add a new tag into the
XML - <initiativeName> - immediately
following
<organisationTypeLongName> in the
general header section (not within each
individual widget)
Closed
RJM: No fault found. InitiativeName tag is

being added to the WidgetSet node as
required.
TH 16/6:Initiative name not showing - I
checked the XML and you don't have an
<initiativeName> tag within the
<widgetSet>.
Pass
Can you change it so that the filename Medium

uses OrganisationType.Code instead of
OrganisationType.Description? This also
applies to all PDFs, booklets and ZIP
files.
Closed
Pass
The label for the spreadsheet link

should read "All widgets"
Closed
Pass
The filename should have "_v8" not just Low

"_8" in it
Closed
Closed
The Attainment Levels section is omitted from

each widget
1/12/2010
thma1
Pass
The booklet is as per the full widget format

1/12/2010
thma1
Pass
The title page and footer indicate that the

booklet is "attainment levels/checklists only"
format
1/12/2010
thma1
Pass
For each widget, the header information is in a

more compact format
1/12/2010
thma1
Pass
For each widget, all sections other that the

Attainment Levels section are omitted
1/12/2010
thma1
Pass
The booklet is as per the full widget format "all

widgets" booklet except for the differences
stated below:
1/12/2010
thma1
Pass
It only includes the widgets for the specified

initiative
1/12/2010
thma1
Pass
The TOC only shows the initiatives for the

specified initiative
1/12/2010
thma1
Pass
The header indicates which initiative is covered
1/12/2010
The spreadsheet file is an MS Excel workbook

(XLS file i.e. compatible with Excel 97-2003)
2/25/2010
TM
The spreadsheet has a sheet called "Widget List" Y

(first sheet)
2/28/2010
3/17/2010 TM
Pass
The sheet has the org type shown in the title (as Y
per prototype)
4/26/2010
TM
Pass
The general layout/formatting of the sheet is as

per "PQRT_widgets_workbook_ACUTE_v8.xls"
within the prototype
2/26/2010
3/17/2010 TM
Pass
The various column headings have comments as Y

per the prototype
2/27/2010
TM
Pass
The Widget List sheet contains a summary list of Y

all widgets, one per row
3/1/2010
3/17/2010 TM
Pass
The widgets are in sequential order
3/2/2010
3/17/2010 TM
Pass
Each widget has the following fields (columns):

- Widget number
- Key widget status
- Widget question text
- Past level
- Current level
- Target level
3/3/2010
3/17/2010 TM
Pass
Formatting of description field first row

is incorrect
Pass
Remove hyperlink from description field High
Closed
Fail
Rows are not quite high enough to fit

Low
the descriptions in - if I double-click the
row header to auto-adjust the height it
makes each one a bit bigger and then
it's OK. Can you simulate this via
ASPOSE to get them all the right
height?
Failed
Pass
Past and Target levels are showing as

'0' instead of blank
Medium
Closed
Pass
PQRM initiative header wrong colour
Low
Closed
Download and open the attainment

levels/checklist only format booklet

generating the PDF per-initiative booklet
downloads for the widgets (continue on
from the end of S065).
Download and open full widget format

per-initiative booklet (ref. story S050)

generating the XL spreadsheet for the
S065).
Download and open widget spreadsheet

(ref. story S069)

generating the details in the "List"
sheet.
Download and open widget spreadsheet

(ref. story S069)
The widgets are grouped by initiative, with

coloured initiative headers
S107

code>_v<major
version>_Guidance_Only.pdf
High
Medium
TM 20/7 Cannot replicate

generating the "Details" sheet.
The spreadsheet has a sheet called "Details"

(second sheet)
per prototype)
The general layout/formatting of the sheet is as

per "PQRT_widgets_workbook_ACUTE_v8.xls"
within the prototype
The various column headings have comments as Y

per the prototype
The Details sheet has one row per widget

3/5/2010
3/17/2010 TM
Pass
TM
Pass
2/26/2010
3/17/2010 TM
Pass
Req No field still too wide - bear in mind Low

the req numbers are in the format "8101", not "8-8101"
Closed
Fail
The rows are not high enough to

display all the descriptions
Low
Failed
Pass
The description for Attainment Level 0

(column E) should ne "Insufficient
evidence to attain Level 1."
Low
Closed
Pass
The criteria should be just "a, b, c"

instead of "1a, 1b, 1c" etc. (sorry, my
fault, the prototype was wrong
Low
Closed
2/27/2010
TM
Pass
3/6/2010
3/17/2010 TM
Pass
Set up some test data with 'NR allowed' Medium

set for reqt 101 but an NR row was not
included on the spreadsheet
Closed
Pass
For the NR row, I think that columns F

thru K should be greyed out the same
as attainment level 0
Closed
Low
The criteria are ordered by widget number first,

attainment level second (0,1,2,3,NR), criteria ID
third (1a, 1b rtc. Or 2a, 2b etc or 3a, 3b, Maint)
3/7/2010
3/17/2010 TM
Pass
Each criterion has the following fields (columns): Y

- Widget number
- Key widget status
- Widget question text
- Attainment level
- Attainment level description
- Attainment criterion ID
- Attainment criterion description (for level 0 this
is defaulted to "There is insufficient evidence to
attain Level 1")
- Evidence required (single cell with one line per
"standard" evidence item
- Evidence obtained (blank for user to complete)
- Owner (blank for user to complete)
- Actions (blank for user to complete)
- Achieved (blank for user to complete)
- Past level
- Current level
- Target level
3/8/2010
3/17/2010 TM
Pass
The Attainment level and attainment level

Y
description fields are merged into a single cell for
each attainment level
3/9/2010
3/17/2010 TM
Pass
10
The req no, key req status, req question text,

past level, current level and target level fields
are merged into a single cell for each widget
3/10/2010
3/17/2010
Pass
11
The current level field is calculated automatically Y

based on which criteria the user has marked as
achieved, as follows (see prototype for an
example formula):
- (NR explicitly marked as achieved) = level NR
- (past level = 3) and (all level 1,2 and 3 criteria
achieved) = level 3
- (past level = 2 or less) and (all level 1,2 and 3
criteria except level 3 maintenance achieved) =
level 3
- (all level 1 and 2 criteria achieved) = level 2
- (all level 1 criteria achieved) = level 1
- (level 0 explicitly marked as achieved) = level 0
- otherwise blank (i.e. not yet answered)
3/11/2010
3/17/2010
Pass
If I mark NR achieved, the Current Level Medium

field is still blank
Closed
Pass
If I mark level 0 achieved, the field is

still blank
Medium
Closed
12
The past, current and target level fields on the

"List" sheet are are read-only and automatically
copied from the corresponding fields on the
Details sheet
3/4/2010
3/17/2010 TM
Pass
The spreadsheet has a sheet called "Report"

(third sheet)
3/12/2010
3/17/2010 TM
Pass
The sheet has (auto populated) summary data as Y

follows:
- no. of reqts not yet answered
- no. of reqts answered at level 0
- no. of reqts answered "not relevant"
- current score
- target score
3/13/2010
3/17/2010 TM
Pass
The current score is calculated as follows:

(sum of all scores) divided by (3 x total no. of
widgets excl. Those marked as N/R)
Expressed as a percentage to the nearest whole
number
3/14/2010
3/17/2010 TM
Pass
Sorry, my fault: all the current and

Medium
target scores need to be rounded down
to the nearest whole percentage. You
can achieve this by wrapping your
formula within "=FLOOR(<formula>,
0.01)"
Closed
Taget score is calculated as per current score but Y

based on target attainment levels
3/15/2010
3/17/2010 TM
Pass
As above
Closed
The summary data is shown per initiative and

also as an overall total
3/16/2010
3/17/2010 TM
Pass
There is a pie chart based on the summary data

as demonstrated in the prototype
3/17/2010
3/17/2010 TM
Pass
per prototype)
TM
Pass
TH 16/6 re-tested this and now it is

showing the template row as well as the
real data rows (need to delete it?)
This story follows on from S106
Medium
TM 20/7 Cannot replicate
There is an 'X' in the "achieved" column for

the NR row
S072
Publish Widgets - Booklets Sys Admin

with Glossaries

Main
booklet downloads for the
widgets, including a
glossary section

including the glossary in the PDF
booklets and ZIP files (continue on from
the end of S065).
Request to download a widgets booklet

(any format)
3
2a
S067
Publish Glossary
Sys Admin

Main
the glossary based on the
data held in RAT
Manually copy glossary PDF (as created

by RATty) to the correct location on the
PQRT web server(s)
View printable version of glossary in

PQRT (see story S071)
Publish Glossary
(Advanced)
Sys Admin

Main
the glossary based on the
data held in RAT
(advanced version
including PDF generation
within PQRT)
S077
Look and Feel
Organisation User View my target score

Main
along with my assessment
summary
General User
Use the application easily

and without aesthetic
insult to my eye
Main
PQRT staging tables populated with glossary data N/A

form RAT (identical format)
N/A
N/A
N/A
Superseded by S081
PQRT updates its Glossary records to match the

N/A
N/A
N/A
N/A
Superseded by S081
Correct (new) version of glossary is displayed.

N/A
Note: format/content of document is specified in
S064.
N/A
N/A
N/A
Superseded by S081
N/A
N/A
Pass
N/A
N/A
N/A
Pass
PQRT creates the Glossary PDF file and publishes N/A

it to the correct location on PQRT web server(s).
N/A
N/A
Pass
On system test env't, the PDF file is not Medium

being created. We suspect this is due to
folder access permissions (read-only
folder) - it works OK in UAT - but I can't
test this until it works
Closed
Pass
Copying the file to the web server is

currently a manual process and needs
automating
Withdrawn TH 6/7 raised as separate defect in Misc

Defects 2
PQRT re-creates the various widgets booklets and N/A

ZIP files that contain the glossary as specified in
S082
N/A
N/A
N/A
Superseded - glossary no longer

included in booklets
PQRT displays the correct (new) version of

N/A
glossary.
S064.
N/A
N/A
Fail
Glossary includes terms that have been Low

deleted and are presumably being
cached somewhere in memory. Can the
publish process clear out the cache?
Failed
TM 20/7 - Have added credentials as part

of request to see if it is a proxy problem pls retest and let me know if fixed.
TH 21/7 still not clearing the cache - TM
says the web service is being called OK
(checked Meerkat logs) so problem must
be within the cache clearing code
(originally written by RJM)
Fail
I added a new term via RATty and ran

the publish process. The new term
appeared in the PQRT database table
GlossaryTerm but does not appear
when I view the online glossary. A
caching issue perhaps?
Medium
Failed
TM 20/7 - As above.
Pass
View the glossary for the letter "B"

which has enough terms to produce a
scroll bar. Scroll down and notive that
the table content scrolls behind the
(static) table headings
Medium
Closed
RJM
TH 16/6 Retested - there is no scroll bar
now so I can't scroll the pop-up (IE7). RJM
tested in all browsers, cant find a problem
with scroll bar. Appears when more data is
present than page length permits. Problem
was in Resources/glossary terms link not in
the general glossary pop-up.
High
Closed
View printable version of glossary in

PQRT (see story S071)
11
12
View widgets booklets and ZIP files
Request to view a summary of my

current and previous assessments
PQRT displays the correct (new) version of the

N/A
printable glossary.
S071.
N/A
N/A
Pending
Awaiting defect fix above
PQRT displays correct (new) version of the

widget booklets and ZIP files
N/A
N/A
N/A
Superseded - glossary no longer

included in booklets
N/A
nili
N/A
Superseded by S173
N/A
The system validates that I am *not* in a position Y

to start a new assessment - specifically that I
have an in-progress assessment or I have
completed my most recent assessment but there
is *not* a new version of the widgets available
yet [no change]
N/A
The system displays all of my assessments, in

reverse order (most recent first) [no change]
N/A
nili
N/A
Superseded by S173
The top-most (most recent assessment), even if

it is "not yet started", is titled as "Your Current
Assessment" and the remaining assessments (if
any) are titled as "Your Previous Assessments"
3/18/2010
3/17/2010 nili
N/A
Superseded by S173
For each assessment (whatever version), the

system displays the following information:
6
7
- Widgets version (in the header)

- Widget set start year (as determined by start
date) and end year (as determined by
submission date)
3/18/2010
3/18/2010
3/17/2010 nili
3/17/2010 nili
Pass
Pass
8
9
10
- Assessment ref
Y
- Current status
Y
- Status history (pop-up), in reverse chronological Y
order
3/18/2010
3/18/2010
3/18/2010
3/17/2010 nili
3/17/2010 nili
3/17/2010 nili
Pass
Pass
N/A
Superseded by S173
11
12
- Next deadline as per S091

- Baseline score (if assessment is 3-stage and
has been baselined)
Y
Y
3/18/2010
3/18/2010
3/17/2010 nili
3/17/2010 nili
Pass
N/A
Superseded by S173
13
- Performance Update score (if assessment is 3stage and has been Performance Updated)
3/18/2010
3/17/2010 nili
N/A
Superseded by S173
14
- Current score - this includes widgets that are

still at status "in progress" where they have a
score
3/18/2010
3/17/2010 nili
Pass
15
[If the assessment has already been submitted, N

the label for the current score is "Overall Score"]
4/6/2010
nili
Pass
16
- The number of widgets that fall into each of the Y

following categories:
- Not Yet Answered (i.e. no attainment level
calculated - not based on widget status)
- Level 0
- Level 1
- Level 2
- Level 3
- Not Relevant
- Exempt (only display category if count >0)
- Total (a sum of all the other counts)
For each category except Exempt, if the value is
zero, display the category but leave the count
blank
3/18/2010
3/17/2010 nili
N/A
Superseded by S173
17
[The attainment levels are colour coded: red for

0-1, green for 2-3]
3/18/2010
3/17/2010 nili
N/A
Superseded by S173
18
- As above for the baseline (if assessment is 3stage and has been baselined)
3/18/2010
3/17/2010 nili
N/A
Superseded by S173
19
- As above for the performance update (if

Y
assessment is 3-stage and has been Performance
Updated)
3/18/2010
3/17/2010 nili
N/A
Superseded by S173
20
The system does *not* show the assessment

description (removal of existing feature)
3/18/2010
3/17/2010 nili
Pass
21
The system presents a list of actions that can be Y

performed (as per existing actions but presented
as a list of links instead of a mixture of links and
buttons)
3/18/2010
3/17/2010 nili
N/A
22
If the assessment is against v8+ widgets, the

system additionally displays the following:
23
- Grade, as follows:
- "Not Satisfactory" (background red) if not
achieved level 2 in *all* widgets
- "Satisfactory" (background green) if achieved
level 2 or above in *all* widgets
3/18/2010
3/17/2010 nili
Pass
24
- The percentage scores are *not* colour-coded

(we do not want to RAG overall percentages)
(removal of existing feature)
3/18/2010
3/17/2010 nili
Pass
25
If the assessment is against v7+ widgets, the

system additionally displays the following:
26
- All scores (current, target, baseline, perf

update) are RAG coloured as per existing rules
3/17/2010 nili
Pass
27
28
- *not* Grade
All buttons and links for each assessment are
shown as per current [no change]
N
N
3/17/2010 nili
nili
Pass
Pass
N/A
3/18/2010
3/18/2010
N/A
N/A
Superseded by S173
I am in a position to start a new

assessment
The system displays a "shell" assessment

summary for the new version widgets at the top
of the page, above my other assessments.
3/18/2010
3/17/2010 nili
N/A
Superseded by S173
This is labelled as "Your Current Assessment"
3/18/2010
3/17/2010 nili
N/A
Superseded by S173
4
5
6
The following information is included:

- Widgets version (in the header)
- Widget set start year (as determined by start
date) and end year (as determined by
submission date)
3/18/2010
3/18/2010
3/17/2010 nili
3/17/2010 nili
N/A
N/A
Superseded by S173
Superseded by S173
7
8
9
- Current status of "not yet started"

- Next deadline as per S091
The system provides an option to create a new
assessment (existing function)
Y
Y
Y
3/18/2010
3/18/2010
3/18/2010
3/17/2010 nili
3/17/2010 nili
3/17/2010 nili
N/A
N/A
N/A
Superseded by S173
Superseded by S173
Superseded by S173
10
The system does *not* prompt me for an

assessment description in order to create a new
assessment
3/18/2010
3/17/2010 nili
N/A
Superseded by S173
11
My existing assessments are displayed below

this "shell" assessment as per Main Flow
3/18/2010
3/17/2010 nili
N/A
Superseded by S173
12
My existing assessments are labelled as "Your

Previous Assessments"
3/18/2010
3/17/2010 nili
N/A
Superseded by S173
For each assessment which has one or more

target scores set, the system displays the
following information:
4/12/2010
nili
N/A
Superseded by S173
- target score - calculated as (total of target

attainment levels) / (3 x total number of req'ts
excluding thise with a taregt of NR or EX)
4/12/2010
nili
N/A
Superseded by S173
- target grade (satisfactory/not satisfactory)

Y
based on target scores. Any target scores not set
count as not having attained level 2, whereas NR
and EX are OK
4/12/2010
nili
N/A
Superseded by S173
The width of the main panel is a fixed width of

760px (i.e. Just the right width to be fully visible
when viewed in a maximised browser on an
800px wide screen.
2/22/2010
Pass
content panel too wide
The header and footer are variable width,

expanding or contracting as the browser is resized.
2/22/2010 N/A
Low
View online version of glossary (S064)
10
View Assessment
Summary Target Score
Superseded by S081
PQRT updates its Glossary records to match the

S136
N/A
Run glossary "publish" process (in PQRT)
2a
N/A
Meerkat populates PQRT staging tables with data N/A

form RAT (identical format)
Organisation User View summary data about Main

my assessment
N/A
View Assessment
Summary
Correct (new) version of glossary is displayed.

N/A
S071.
Request to import glossary data from

RAT into PQRT staging tables (using
Meerkat)
S073
12/21/2009
View online version of glossary (ref.

story S064)
S081
12/21/2009
Run glossary "publish" process (in PQRT)
7
8
The ZIP file includes the glossary as a separate

PDF file
Request to import glossary data from

RAT into PQRT staging tables
5
6
The widgets booklet includes a complete

glossary at the end
Request to download individual widgets

View any page (using IE7 "Gold" on Win

XP SP2)
3/17/2010 thma1
thma1
Superseded by S104
N/A
1a
The header and footer re-size gracefully (i.e.

Graphics don't crash into text or links)
2/22/2010 N/A
thma1
If the browser window is too narrow for the nav

N
bar and main panel to be completely visible, the
main panel is *not* displayed below the nav bar;
it remains to the right of it
2/22/2010 N/A
thma1
Pass
If the browser window is narrower than the main Y

panel, a horizontal scroll bar is displayed
2/22/2010
3/17/2010 thma1
Pass
Header bar is XYZ blue (as per ABC branding),

with dark blue bottom border
2/8/2010 N/A
Application title ("Information Governance App")

appears in header bar (white, large, bold, LHS)
2/8/2010
3/17/2010 thma1
Pass
Application title also appears in windows header

bar (i.e. Via html <title> tag)
2/11/2010
3/17/2010 thma1
10
XYZ logo (not XYZ ABC logo) appears in header

bar (LHS), but doesn't link through to any other
website
2/22/2010
11
DH logo appears in header bar (RHS) - clicking

on it opens DH website in new window
12
Header bar includes link to DH home page

(opens in new window)
13
Header bar includes link to XYZ ABC home page

(opens in new window)
14
15
Closed
Pass
Title in windows header bar is "PQR App Medium

Home" and I'm guessing it changes as
the page changes. It needs to be
"Information Governance App" on every
page
Closed
3/17/2010 thma1
Pass
XYZ Logo looks fuzzy because it's anti- Low

aliased around the outside edge. Can
you make it have a nice crisp outside
edge? Even the XYZ letters look to have
fuzzy edges - can you reduce (not
completely remove) the anti-aliasing
effect to sharpen it up a bit?
Withdrawn TM - I took this from the nhs logo website.

Do you still want me to se if I can find a
better one?
TH 15/3 - The logo I downloaded from
nhsidentity.nhs.uk is nice and crisp - I
suspect that it has got fuzzified by your
painting software when you have resized it.
TH 9/6 superseded by S172
2/11/2010
3/17/2010 thma1
Pass
Likewise the DH logo is fuzzy - can you

sharpen it up a bit?
Withdrawn Again took it fro their site, the scaling

seems to have that effect.
Superseded by S172
TH 15/3 See comment above
2/9/2010
3/17/2010 thma1
Pass
Link works but links in this section need Medium

to be separated by a vertical bar "|" or
similar
Closed
TH 15/3 still no separators in the header

links
2/9/2010
3/17/2010 thma1
Pass
Header bar includes link to Accessibility page
2/11/2010
3/17/2010 thma1
Pass
Header bar includes link to Contact Us page
2/11/2010
3/17/2010 thma1
Pass
I clicked "Widgets" then "Contact Us"

and noticed that (a) The breadcrumb
says "You are Here: Widgets > Contact
Us" instead of "Home > Contact Us"
and (b) the Widgets nav bar item is
highlighted as being the current one,
instead of "Home".
Closed
Fixed by CC (15/3)
TH 22/3: Failed retest.CMC: Contact Us no
longer directly avaialbel from main
navigation menu so think this can be
withdrawn, have marked as Fixed for now
TH 20/5 - Contact Us available as a link
from the header links on every page CMC:
Also same issue fixed for Accessibility and
About header links
16
17
Header bar includes link to About page

Header bar includes a "Skip to Content" link
which takes the user to an anchor/div at the top
of the main panel. This is for accessibility
purposes
Y
Y
2/11/2010
2/11/2010
3/17/2010 thma1
3/17/2010 thma1
Pass
Pass
18
19
20
Nav bar appears on LHS

Nav bar items are single level
Nav bar items are white text on dark blue
background, with white separating line
Y
Y
Y
2/8/2010
3/17/2010 thma1
2/8/2010
3/17/2010 thma1
2/8/2010 N/A
thma1
Superseded by S104
Pass
Pass
N/A
21
Selected nav bar item has XYZ blue background

and arrow indicator at RHS
Superseded by S104
N/A
22
Nav bar has bottom "finisher" with curvy corners Y
2/8/2010
3/17/2010 thma1
23
Breadcrumb trail (2nd level nav) appears at top

of main panel
2/8/2010
3/17/2010 thma1
24
Fonts and sizes are as per the XYZ ABC website
2/11/2010 N/A
thma1
Superseded by S104
N/A
25
All font sizes are relative, to allow users the

option to change the font size via their browser
2/11/2010
thma1
Superseded by S171
N/A
26
Footer separated from main page by horizontal

line in XYZ blue
2/8/2010 N/A
thma1
Superseded by S104
N/A
27
Footer contains "(c) Crown Copyright 2000-2010" Y
2/11/2010 N/A
thma1
Pass
28
Footer contains link to XYZ ABC Privacy

Statement (opens in new window)
2/11/2010 N/A
thma1
29
Footer contains link to XYZ ABC Copyright

Statement (opens in new window)
2/11/2010 N/A
thma1
30
Footer contains link to PQRT Terms & Conditions

(opens in same window, ref. story S086) - no
change
2/11/2010 N/A
thma1
Pass
31
32
No logos in footer
Footer does not contain helpdesk info (instead
users use the "contact us" link in the header bar
Y
Y
2/11/2010 N/A
2/11/2010 N/A
thma1
thma1
Pass
Pass
All "Look and Feel" acceptance criteria fulfilled

(rejoin Main flow at step 2)
Date
Unknown
N/A
Superseded by S087

Date
Unknown
N/A
Superseded by S087

Date
Unknown
N/A
Superseded by S087

Date
Unknown
N/A
Superseded by S087
Look & feel is as per S077 except where listed

below:
S078
Look and Feel v2
Improved Navigation
General User
General User
Have an enhanced
Main
aesthetic experience, with
lovely soft curves
caressing my visual
senses
Navigate the site more

easily
Main
1a
1b
1c
1d
1f
Low
Closed
Changing the font size via the browser

had no effect on the page
TH 11/05 - the latest cut of the
prototype includes relative font sizes talk to me about how best to
incorporate these
Medium
Withdrawn
Pass
Didn't open in a new window
Medium
Closed
Pass
Also, can you put a bar separator

between the links in the footer
Low
Closed
Pass
Didn't open in a new window
Medium
Closed
Low
Withdrawn TM Without the aiasing they would be

jaggy. I cant control the level of antialiasing.
Superseded by S172
Pass
TBC
2/25/2010
Pass
The header and footer are fixed width

TBC
Header bar is XYZ blue as per the XYZ logo colour TBC
2/25/2010
2/25/2010
Pass
Pass
Lovely curves here and there as per Tom's

prototype
TBC
2/25/2010
Pass
Application title is centred, not LHS

Nav bar items are white text on XYZ blue
background, with no separating line
TBC
TBC
2/25/2010
2/25/2010
Pass
Pass
Selected nav bar item has DH sea green

background and arrow indicator at RHS
TBC
2/25/2010
Pass
Breadcrumb has XYZ blue background

Breadcrumb expands on to multiple lines if
content is too long
TBC
TBC
2/25/2010
2/25/2010
Pass
Pass
The main content of the page "looks nice" and is TBC

consistent with the overall theme. This item is
time-boxed: it is to be applied to as many of the
pages as possible in the time available for the
story. The reaminder will be picked up in a
separate story if necessary.
2/25/2010
N/A
View any page (not logged in)
2/11/2010
2/11/2010
2/11/2010
3/17/2010
3/17/2010
3/17/2010
6
7
8
1
Reports (goes to Reports page)

Resources (goes to Resources page [new])
Help (goes to Help page [new])
Y
Y
Y
2/11/2010
2/11/2010
2/11/2010
3/17/2010
3/17/2010
3/17/2010
2
3
The nav bar has the following options:

Home (goes to Home [logged in] page [new])
2/11/2010
3/17/2010
Des
Des
Pass
4
5
What's New (goes to What's New page)

Widgets (goes to Widgets Categories page)
N
N
2/11/2010
2/11/2010
3/17/2010
3/17/2010
Des
Des
Pass
Pass
7
8
9
10
1

Admin (goes to Admin page [new])
N
N
N
N
2/11/2010
2/11/2010
2/11/2010
2/11/2010
3/17/2010
3/17/2010
3/17/2010
3/17/2010
Des
Des
Des
Des
Des
Pass
Pass
Pass
Pass
2
3

2/11/2010
3/17/2010
Des
Des
Pass
4
5

Widgets (goes to Widgets Categories page)
Y
Y
2/11/2010
2/11/2010
3/17/2010
3/17/2010
Des
Des
Pass
Pass
Assessments (goes to Assessments Summary

and History page)
2/11/2010
3/17/2010
Des
Pass
7
8
9
10
1

Y
Y
Y
Y
2/11/2010
2/11/2010
2/11/2010
2/11/2010
3/17/2010
3/17/2010
3/17/2010
3/17/2010
Des
Des
Des
Des
Des
Pass
Pass
Pass
Pass
2
3

2/11/2010
3/17/2010
Des
Des
Pass
4
5

Widgets (goes to Widgets (Org Types) page)
N
N
2/11/2010
2/11/2010
3/17/2010
3/17/2010
Des
Des
Pass
Pass
Assessments (goes to Assessments Org Chooser N

page)
2/11/2010
3/17/2010
Des
Pass
7
8
9
10
1

N
N
N
N
2/11/2010
2/11/2010
2/11/2010
2/11/2010
3/17/2010
3/17/2010
3/17/2010
3/17/2010
Des
Des
Des
Des
Des
Pass
Pass
Pass
Pass
Help page displayed - blank for now

Y
Note: the contents of the help page are specified
in other stories
2/11/2010
3/17/2010
Des
Pass
View any page (logged in as org user)
View any page (logged in as org admin)
View any page (logged in as XYZ ABC

user)
Request to view help (not logged in or

logged in as any type of user)
Request to view resources (not logged in)
Des
Des
Des
Des
Des
Des
Des
Des
Pass
If I select Req'ts/A.TEST:Acute/All/101
then the words crash into the graphics
on the RHS
Withdrawn Not found

TH 14/06 no longer an issue
Medium
TM Without rewriting the whole nav bar not

to use links, not sure on this one. RJM:
Fixed
TH 14/06 - an improvement but we could
also do with (a) the pointer changing to a
hand shape and (b) the tooltip appearing
wherever you are in the blue rectangle.
This probably means changing the styling
for the <a> tag to cover the whole of the
rectangle area. Shout me if you want me to
see if I can do it in the prototype
Testing of this will be picked up as a

separate exercise and new stories
raised as appropriate
Help page should just be blank for now Low

(eventually it will contain a number of
help options) - it seems to be populated
with a load of help content
Closed
Didn't open as a pop-up
Closed
Des
Resources page displayed
The following options are available:
Knowledge Base (goes to Knowledge Base Org
Type Chooser page)
2/11/2010
3/17/2010
2/11/2010
3/17/2010
Des
Des
Des
Pass
Knowledge Base Archive (goes to Knowledge

Base Archive page)
2/11/2010
3/17/2010
Des
Pass
Glossary (displays Glossary page as non-modal

pop-up)
2/11/2010
3/17/2010
Des
Pass
Request to view resources (logged in a

"simplified interface" user)
Pass
Medium
Des
Downloads (goes to Widgets Downloads page)
2/11/2010
3/17/2010
2/11/2010
3/17/2010
Des
Des
Des
Pass
Pass
Link OK but too much whitespace

Low
between menu options - due to using a
separate <ul> tag for the optional list
items. Any way you can incorporate
them all into a single <ul> so that we
can re-style things more easily in the
future?
Same goes for the Admin page
Closed
All options for not logged in users (join flow 1e at Y

step 3)
2/11/2010
3/17/2010
Des
Pass
ISO/IEC link shown but should not be

shown for simplified interface users
Closed
Request to view resources (logged in as

an organisation user, admin or XYZ ABC
user)
Des
2
3
4

Y
ISO/IEC 27002:2005 (goes to ISO/IEC 27002:2005 Y
page)
2/11/2010
3/17/2010
3/17/2010
Des
Des
Des
Pass
2/11/2010
All options for "simplified interface" users (join

flow 1f at step 3)
2/11/2010
3/17/2010
Des
Pass
Request to view admin (logged in)
When I hover over a nav bar <li> item, Low

it goes light blue (nice) but I can only
click on it if am hovering the actual
<a> - if I click within the <li> but
outside the <a> then nothing happens,
which is a bit confusing because it is
highlighted blue, suggesting I should be
able to click it
Pass
Pass
Pass
Some of the straight lines (e.g. Top

edge of header) look a bit fuzzy
because of the anti-aliasing - can you
sharpen them up a bit please?
Pass
Pass
Pass
2
3
4
TH 15/3 Failed retest

TH 22/3 can you remove the space
between "here" and the colon
Des
Y
Y
Y
1h
It's in the right place but I don't like

"You are here >>" - can you change it
to "You are Here:" or convince me
otherwise :)
Pass
View any page
2
3
4
1g
Withdrawn

Home (goes to Home [not logged in] page)
Widgets (goes to Widgets (Org Types) page)
Low
Took me to the start of the main section Medium

*after* the breadcrumb
2
3
4
5
Low
View any page (using Google Chrome 4

on Win XP SP2)
1e
thma1
N/A
View any page (using IE8 on Win XP SP2)
S104
2/12/2010 N/A
Superseded by S104
View any page (using Firefox 3.5 on Win

XP SP2)
2
1d
thma1
View any page (using IE6 SP2 on Win XP

SP2)
2
1c
N/A
Scroll bar appears even if browser

Low
window is wider than the page - there
seems to be about 300px of whitespace
to the right of the page
2
1b
Superseded by S104
Des
Pass
High
TH 15/3 Check with Richard - there is a

particular size that the glossary pop-up
should be
2
3
4
5
1i
1j
S096
Improved Navigation Information Mapping
Information
Mapping User
Be able to navigate to the 1k

information mapping
functions
The system displays the Admin page

My Details (goes to the My Details page)
My Password (goes to the My Password page)
Navigate to Views
Maintenance
XYZ ABC User,

Organisation
Administrator
Be able to access the

Views Maintenance
function
1h
Home Page
General User
View information on the

home page
Main
1a
1b
3/17/2010
Des
Des
Des
Des
Pass
3/17/2010
3/17/2010
All options for logged in users (join flow 1h at

step 3)
2/11/2010
3/17/2010
Des
Pass
2
3
4

Y
Organisation Admin (goes to Organisation Admin Y
Org Chooser page)
2/11/2010
3/17/2010
2/11/2010
5
6
Bulk Emails (goes to Bulk Email List page)

All options for logged in users (join flow 1h at
step 3)
Y
Y
2/11/2010
2/11/2010
The nav bar has the following options (in addition Y

to any other options applicable to the user):
Information Mapping (goes to Information

Mapping page) - appears between "Resources"
and "Admin"
Request to view admin (logged in as XYZ

ABC admin)
Des
Pass
3/17/2010
Des
Des
Des
3/17/2010
3/17/2010
Des
Des
Pass
Pass
2/22/2010
3/17/2010
nili
Pass
When I go to user admin to check if the

user has info mapping permissions, for
some reason, the info mapping roles
are not displayed (even if I go to the
"New User" screen they are not there)
Closed
View any page (logged in as user with

"Information Mapping Admin"
permission)
2/22/2010
3/17/2010
nili
Pass
Logged in as user without info mapping High

user permissions and Information
Mapping is still visible on the nav bar
Withdrawn nili: Org. Admin users also have access to

Inf Mapping. If user only has Org
User/Reviewer permisions the navbar
option does not appear.
2
3
Request to view admin page

Logged in as user without info mapping High
admin permissions and Information
Mapping options are still visible on the
nav bar
Withdrawn nili: Org. Admin users also have access to

Inf Mapping. If user only has Org
User/Reviewer permisions the navbar
option does not appear.
Breadcrumb should say "Information

Mapping Area Admin"
Low
Closed
Admin page displayed with the following options

(in additon to any other options applicable to the
user):
nili
Pass
Information Mapping/Area Administration (goes

to Area Administration page)
[note this option is not available to org types
which use the "information Mapping Simplified
Interface"]
2/22/2010
3/17/2010
nili
nili: not displayed if using Inf. Mapping Pass

simplified interface as they don't use
Areas.
Pass
Area Admin page should have a page

title of "Information Mapping Area
Admin"
Low
Closed
Change page title as per email to NL
Information Mapping/Data Item Administration

(goes to Data Item Administration page)
2/22/2010
3/17/2010
nili
Pass
Breadcrumb and page title as above
Low
Closed
Information Mapping/Location Administration

(goes to Location Administration page)
2/22/2010
3/17/2010
nili
Pass
Breadcrumb and page title as above
Low
Closed
System displays Widgets Categories page

There is an option to maintain widget views
Y
Y
N/A
N/A
N/A
N/A
System displays Views page
N/A
N/A
There is a short introduction to PQRT with an

option to see more (links to "About" page ref.
Story S083)
2/8/2010
3/17/2010 thma1
Pass
There is a section for registered users allowing

them to log in or deal with a forgotten password
2/8/2010
3/17/2010 thma1
Pass
Wording in "Registered Users..." section Low

needs to match prototype wording,
including "Forgotten user details?" link
(which admittedly might have changed
after you copied it!)
Closed
There is a section for new users allowing them to Y

register or view the "quick start" guide.
2/8/2010
3/17/2010 thma1
Pass
Need single quotes around 'quick start'
Low
Closed
There is a section for casual visitors with links to Y

"reports" and "widgets"
2/8/2010
3/17/2010 thma1
Pass
1) Reports link doesn't link through to

the reports page.
2) Widgets link doesn't link through to
the widgets page
Medium
Closed
TH 22/3: Links work now but nav bar shows

"Home" not "Reports" or "Widgets"
respectively
The various sections are in "magazine boxes"

with curvy corners and a pale blue background
2/8/2010
3/17/2010 thma1
Pass
Smaller organisations - context sensitive help

N
saying which org types - changed text instead to
simple "register" link
2/11/2010
3/17/2010 thma1
Pass
There is an optional "alert" box at the top of the

content pane. The content of the pane is
configurable by a sys admin. The default
message is "welcome to PQRT version 8", with a
link through to the relevant "what's new" article
for the v8 release
2/11/2010
3/17/2010 thma1
Pass
Needs to be configurable (CMC says it

currently isn't)
Medium
Closed
Des 08/06: Not going to be impletemented

now as we need to finalise various
scenarios of the user input content.
TH 9/6 chatted with CC and he proposes
storing the HTML in the DB (ask him for
details)
Des 15/06: FIXED
TH 16/6: if the text in the config DB table is
blank, don't display the yellow box at all
Des 16/06: Fixed
The system tells me when I last logged in (date if Y

before today or time if earlier today)
2/8/2010
3/17/2010 thma1
Pass
Given that I have just logged in, this

High
actually needs to tell me the last but
one time I logged in (i.e. Not the time
just now!)
Also, if last login was today, it should
say "last logged in at", not "last logged
in on"
Also, can you get rid of the indentation
(padding left) of "You last logged in..."
Closed
CMC: Fixed
Withdrawn TH 23/3: failed retest

Superseded by new story
Request to view widgets (logged in as

org admin (not "simplified interface") or
XYZ ABC user)
4
5
Request to maintain widget views
View the home page (not logged in)
1
2
Log in (any user type)
1
2
Log in (assessed user type)
View Submission Deadline Organisation

on Performance Update
Admin
Be told the (correct)

Main
submission deadline when
I do a Performance Update
N/A
4/26/2010
CMC
Pass
The system says my most recent assessment is

the new version and that my status is "not yet
started" - consistent with Assessment Summary
(S073)
4/26/2010
CMC
Pass
The system validates that I have at least one

assessment on record
2/8/2010
3/17/2010 CMC
Pass
The system tells me the version and status of my Y

most recent assessment.
2/8/2010
3/17/2010 CMC
Pass
Formatting should be
"<strong>Version 7</strong> (Status:
<strong>Started</strong>)"
Pass
This section seems to have disappeared Medium

completely! (logged in as a.test:acute)
Closed
Pass
You need to dynamically populate the

latest version
Medium
Closed
Pass
Bold red is OK but the underline is too

much - suggest removing it.
Low
Closed
Pass
Remove "More details" i.e. link to FAQ

page for now - I'd rather it was not
there than look incomplete.
Medium
Closed
TM Need to clarify
Low
Closed
TH 22/3 failed retest

Des 24/05 - Fixed
1
2
I am not in a position to start a new

assessment
If my most recent assessment is not the latest

Y
version (and I have not yet submitted it), it warns
me of this.
The "At A Glance" information is nicely lined up

for clarity
2/8/2010
3/17/2010 CMC
2/12/2010
3/17/2010 thma1
Low
TM Need to clarify
Pass
I do not have any assessments on record

3/17/2010 CMC
CMC:Note it is unlikely that we now

N/A
have condition flow 1b above that this
situation would occur i.e. have no
assessments and are not able to create
an assessment
Didn't bother testing this since unlikely

to occur
Log in (any user type)

There is a section for new users inviting them to
view the "quick start" guide (ref. story S085)
2/11/2010
3/17/2010 thma1
Pass
There is an option to remove the "New Users..."

section
2/22/2010
3/17/2010 thma1
Pass
There is a summary of what's new with an option Y

to subscribe to the RSS feed and a link to the
"what's new" page (no change)
What's new items - formatting not as per

prototype
The various sections are in "magazine boxes"

with curvy corners and a pale blue background
System removes "New Users..." section
Single quotes on 'quick start'
2/8/2010
3/17/2010 thma1
Pass
1) What's New link doesn't go to What's High

New page
2) RSS feed link doesn't go to RSS feed
Closed
2/11/2010
3/17/2010 thma1
Pass
See prototype for how it should be
Low
Closed
TM - Chris and I thought we iked the way IE

formatted the rss feeds and mimicked that.
??
Des 26/05: Fixed
2/8/2010
3/17/2010 thma1
Pass
White background not blue
Low
Closed
Des 26/05: Fixed
2/22/2010
3/17/2010 thma1
Pass
Section not removed
Medium
Closed
Des 0806: Fixed
New Users section is not there (and there is no

way of getting it back!)
2/22/2010
3/17/2010 thma1
Pass
The system validates that I either have an

assessment in progress or I have not yet started
the current year's assessment (if I have
completed this year's assessment, no deadline
information is displayed)
3/22/2010
3/17/2010 nili
Pass
The system validates that , if I am an "in-year

N/A
assessee", this is *not* my first assessment. Inyear assessees are those org types that tend to
submit their first assessment throughout the
year and as such should not be presented with a
deadline for this. The org type list is the same as
for the "Send Submission Notification Email to
Exeter Helpdesk"
nili
Pass
The system tells me when my next deadline is,

according to the following rules:
- If my current assessment is subject to 3 stage

reporting, and I have not yet baselined it, the
deadline is the Baseline Date
3/22/2010
3/17/2010 nili
Pass
Org type a.test:acute should be 3 stage Medium

reporting but next deadline is showing
as submission
Closed
CMC: Changed test data so Acute tests

now do 3 stage assessments
6
7
- Ditto performance update

N
- If neither of the above is true, the deadline is
N
the submission date. Note that the Submission
Date is separate from the Version End Date (the
date after which it is not possible to create a new
assessment)
3/22/2010
3/22/2010
3/17/2010 nili
3/17/2010 nili
Pass
Pass
Can't test until above defect fixed
- If I do not have an assessment in progress (i.e. I N

have not yet started this year's assessment), this
is treated the same as having started this year's
assessment.
3/22/2010
3/17/2010 nili
Pass
The system tells me what deadline it is, in the

Y
format "Version <version> <type> Deadline",
where <type> is one of "Baseline", "Performance
Update" or "Submission"
3/22/2010
3/17/2010 nili
Pass
10
The system tells me how many days there are

left to go until the deadline.
3/22/2010
3/17/2010 nili
Pass
11
If it is overdue, the system tells me how many

N
days overdue it is instead, and this information is
highlighted (e.g. Bold red).
3/22/2010
3/17/2010 nili
12
The deadlines for v8 assessments are as follows: N

- Baseline: 30/09/2010
- Performance Update: 31/12/2010
- Submission: 31/03/2011
- Version End Date: leave blank for now as per
usual
3/22/2010
13
The Submission Date for previous assessments is N

31st March in the appropriate year (not
necessarily the same as the Version End Date)
S125
N/A
N/A
The system validates that I am in a position to

start a new assessment (same criteria as for the
"Create new assessment" dialog on the
Assessment Summary page, ref. S073)
Main
Pass
The system tells me that I have not yet created

an assessment
Organisation User Find out when my next

assessment deadline is
Pass
Pass
View any page (logged in as user with

"Information Mapping User" permission)
Next Deadline Info
Pass
Pass
2/11/2010
2/11/2010
1b.2a.2 1
a
S091
Pass
Des
2/11/2010
1c
Des
Des
Des
Des
Y
Y
1b.2a
3/17/2010
3/17/2010
2
3
S079
3/17/2010
2/11/2010
2/11/2010

User Admin (goes to User List page)
My Organisation (goes to View/Amend
Organisation Details page)
S074
2/11/2010
Y
Y
2
3
4
5
1l
Request to view admin (logged in as

non-XYZ ABC admin)
Request to remove the "New Users..."

section
10
11
12
Log out and back in again
Log in (assessed user type)
Request to do a Performance Update
2/25/2010 N/A
N/A
N/A
I changed my mind on the format: can

you remove the word "Deadline" so it
just says e.g. "Version 99 Submission"
Low
Closed
Pass
If the deadline is today it says "0 days

overdue"" instead of "0 days to go!".
Perhaps in this case it should be in red
to highlight it
Low
Closed
nili
Pass
Looking at the DB, the EndDate has

been set to 31/03/2011 rather than
having been left blank
Medium
Closed
nili
Pass
nili:V8 end dates now shd be null
The system provides information (in a pop-up) to

tell me when I need to submit my assessment.
The date displayed is the Submission Date
(currently the Version End Date)
S092
Log In
General User
Log in to the system
Main
5a
1
2
6a
6b
S093
Log Out
Logged In User
Log out from the system
Main
S090
Register For an Account
General User
Register for an PQRT

account
Main
There is an option to enter my Organisation

Code, User ID and Password
Enter my Organisation Code, User ID

and Password
4
5
Request to log in
Closed
TM. 1 - Are you not worried that this will

leave a lot of 'blue space'? Have limited
the boxes to 10 characters and 15
character entry.
TH 15/3 - Update - DIP team has asked for
all 3 fields to be the same width, so can we
make the password field 15 chars wide and
the others to match its width?
TH 14/6 still too wide but losing the will to
live on this one so closing anyway
Pass
2) The password field is too wide - I can Low

enter a max of 15 characters so I guess
this field should be 15 chars wide
Closed
Pass
3) I think the data field labels should be Low

in bold so they stand out more (applies
generally across the application i.e. a
stylesheet change).
Closed
Update details link should take user to

Admin/My Details page
Withdrawn TH 08/04 retested and I get a system error

when I click this link
TH 9/6 Superseded
3/17/2010 thma1
Pass
2/11/2010
3/17/2010 thma1
Pass
2/11/2010
2/11/2010
3/17/2010 thma1
3/17/2010 thma1
Pass
Pass
User info to include e-mail address and phone

number, plus option to amend
2/11/2010
3/17/2010 thma1
Pass
System re-displays Home [not logged in] page
2/11/2010 N/A
thma1
Pass
System displays error message to say the

Organisation Code was invalid
2/11/2010 N/A
thma1
Pass
N/A
N/A
Pass
System displays error message saying

"Organisation Code not entered" (wording
change only)
N/A
N/A
Pass
2/11/2010 N/A
thma1
Pass
System displays error message to say that my

log-in details were invalid
2/11/2010 N/A
thma1
Pass
N/A
N/A
Pass
System displays error message(s) saying "User

ID not entered" and/or "Password not entered"
(wording change only)
N/A
N/A
Pass
System displays Home [not logged in] page
1
2
High
3. Labels are bold.
Organisation Code doesn't exist
1) Can you change the error message

Low
to "Organisation Code not recognised"
(Not "Error," at the beginning)
2) Can you get rid of the underline for
the error message?
Closed
RJM
System displayed red star to right of

Medium
Org Code field instead of specified error
message
Closed
RJM
Can you change the error message to:

"Incorrect User ID/Password
combination"
Low
Closed
RJM
TH 14/6 Message is incorrect in case where
I have a valid user ID/password combo but
have typed an existing but incorrect org
code - it sayd "Invalid Username/Password
combination"
System displayed red star to right of

fields instead of specified error
messages
Medium
Closed
RJM
User left org code field blank
Invalid user ID/password combination
User left user ID and/or password field

blank
Pass
Request to log out

2/11/2010
3/17/2010 thma1
Request to register for an PQRT Account
Pass
Des
The system displays "Registration Step 1 Organisation Search"
2/11/2010
3/17/2010
Des
Pass
1) The "Register Now" button works but High

the "register for a user account" link
doesn't work
2) Too much whitespace bewteen the
buttons on all register pages - can you
make them closer together please as
per prototype?
Closed
TH 10/3 the "register for a user account"

link still doesn't work
TH 15/3 still doesn't work
There is an option to enter my organisation Code Y

and/or Organisation Name Keywords
2/11/2010
3/17/2010
Des
Pass
Move both data fields to the right a bit Low

so that "Organisation Name Keywords:"
fits onto a single line
Closed
Dev environment looks fine

TH 10/3 retested OK
There is a link to the ODS Organisation Code

Y
lookup service (opens the
name/address/postcode search in a new window)
2/12/2010
3/17/2010
Des
Pass
The system displays "Registration Step 2 Confirm Organisation"
2/11/2010
3/17/2010
Des
Pass
The system validates that I entered an

Organisation Code
2/11/2010
3/17/2010
Des
Pass
The system validates that there is an

organisation in the database with a matching
Organisation Code
2/11/2010
3/17/2010
Des
Pass
The system displays details for my organisation

(Name, Organisation Code, Organisation Type)
2/11/2010
3/17/2010
Des
Pass
The system displays "Registration Step 3 Registration Method"
2/11/2010
3/17/2010
Des
Des
Pass
The system validates that there is not already an Y

(unlocked) user with admin rights for the
organisation
2/11/2010
3/17/2010
Des
Pass
The system tells me I can register online
2/11/2010
3/17/2010
Des
Des
Pass
15
The system displays "Registration Step 4 - User

Details"
2/11/2010
3/17/2010
Des
Pass
16
There is an option to enter my user details

(Name, Email, Confirm Email, Telephone)
2/11/2010
3/17/2010
Des
Pass
Move fields to right so that "Name

Low
(Forename and Surname):" fits on a
single line. Also, "Email:" needs to drop
to the left!
Closed
Dev environment looks fine

TH 10/3 retested OK
Enter my Organisation Code and/or

Organisation Name Keywords and
request to proceed
Des
Request to proceed
Request to register online (click "Next")
Enter my user details (and request to

proceed)
Des
18
The system validates my user details (as per

current)
2/11/2010
3/17/2010
Des
Pass
1) Can you change error message from Low

"User must have both forename and
surname entered" to "Name must
include both forename and surname"
2) Can you change error message "Full
first name..." to "Full forename..."
Closed
19
The system validates that Email and Confirm

Email are the same (new)
2/11/2010
3/17/2010
Des
Pass
Formatting of error message - can you Low

liaise with Tom to agree how this should
look - he has used bold red text on
other pages and also he suggested a
"cross" icon.
Withdrawn Des 18/03:Is this just for this instance or on

all error messages
TH 23/3: I will write a separate story to fix
this across the site
The system validates that I have entered a

telephone number (don't care whether numeric,
just has to exist)
2/11/2010
3/17/2010
Des
Pass
20
The system displays "Registration Step 5 - Terms Y

and Conditions"
2/11/2010
3/17/2010
Des
Pass
21
The system displays the Ts & Cs of registration
2/11/2010
3/17/2010
Des
Pass
22
There is an option to accept the Terms and

Conditions
2/11/2010
3/17/2010
Des
Pass
Accept the Terms and Conditions (and

request to proceed)
Des
24
The system displays "Registration Step 6 Confirm Details"
2/11/2010
3/17/2010
Des
Pass
25
The system displays my organisation details

Y
(Organisation code, org name, org type) and user
details (name, email and telephone) and asks me
to confirm that I wish to register the account
2/11/2010
3/17/2010
Des
Pass
The system displays "Registration Step 7 Account Created"
2/11/2010
3/17/2010
Des
Des
Pass
Got a Server Error - presume some

config issue in the system test
environment with sending the email
High
Closed
Des
Pass
Data integrity issue - suggest trying to

send email before creating user in
database - that way, if the email fails,
the user is not created - and the user
will be able to try again.
Medium
Closed
Des
Pass
The two alert boxes should be pink, not Medium

blue - looking at the source you do
have the alertBox in the class, so I
guess it's the stylesheet that needs
tweaking
Closed
The email received has no formatting
Closed
Request to create account

Y
28
The system confirms that my account has been

set up
2/11/2010
3/17/2010
Des
Pass
29
The system displays my account details

(Organisation code, user ID)
2/11/2010
3/17/2010
Des
Pass
30
The system tells me the email address that my

password will be sent to.
3/17/2010
Des
Pass
31
I receive an email containing my password (no

change)
Des
Pass
2/11/2010
N/A
N/A
I did not enter an Organisation Code

The system validates that I entered Organisation Y
Name Keywords
2/11/2010
Des
Pass
The system validates that there is a *unique*

Y
organisation in the database with matching
keywords in the organisation name (in any order,
case insensitive)
2/11/2010
Des
Pass
4
1
Rejoin Main Flow at Step 7
2/11/2010
Des
Des
Pass
The system displays "Registration Step 2 Confirm Organisation"
2/11/2010
Des
Pass
The system tells me it can't find a matching

organisation
2/11/2010
Des
Pass
The system displays "Registration Step 3 Registration Method"
2/11/2010
Des
Des
Pass
The system tells me I can register via the

helpdesk.
2/25/2010
Des
Pass
There is a hyperlink through to the "Contact us"

page
2/11/2010
Des
There was no matching organisation

code
Request to proceed
I did not enter Organisation Name

Keywords
Doesn't link through to the contact us

page
Closed
Link works OK but styling is an issue

because the link is blue within blue text
and no underline. Maybe chat to Tom re.
putting the underline back?
Pass
Got a validation error - but should have High

gone to Registration Step 2 (as per flow
8a)
Closed
CMC:Have changed, have also added an

extra bullet point to display for step 8a as
otherwise reads rather confusingly in this
instance
TH 23/3: if you enter neither the org code
nor any org name keywords it should take
you directly to step 2 instead of displaying
a validation error
1) Can you change the label from

"Name:" to "PQR App Administrator
Name:" and make sure it all fits on a
single line
Closed
2/11/2010
Des
Des
Pass
The system tells me who my admin is (name

only, not email or telephone) - if there are
multiple admins, it shows the one that logged in
most recently
2/22/2010
3/17/2010
Des
Pass
The system tells me I should register via them

or, if I can't contact them, contact the helpdesk
2/11/2010
3/17/2010
Des
Pass
There is a hyperlink through to the "Contact us"

page
2/11/2010
3/17/2010
Des
Pass
Email not pasted
2/25/2010
Des
There is no organisation that matches on

Organisation Name Keywords (or I left
them blank)
Attempt to cut & paste Email into

Confirm Email field
Request to contact XYZ ABC (via link in

header bar) (not logged in user)
Medium
Des
There is already an admin for my org
Des 11/03: Handling this scenario is

possible (ie. Searching with Prefix).
However searching with Suffix (ie. *tree
park) is not possible.
TH 23/3: well go ahead and do it then!
Des 09/06: Fixed
Pass
Proceed as per Flow 8a
10a
Closed
Des
2/11/2010
2
1
Medium
Closed
Is it possible to match on *partial*

keywords? For example, if I type
"aintree park" it matches (org code
N82053) but if I enter "aintr park" it
won't match.
Formatting - missing bullet points Low

probably needs the stylesheet tweaking
- check with Tom
Proceed as per Flow 8a
7a.3a
Des 18/03: Need to discuss about the

sequence of the process.
TH 23/3: Chris, when you get round to
fixing this give me a shout to discuss if it's
not clear
Des 08/06: Fixed
TH 14/6 not re-tested; assumed OK, low
priority
Des
4
5
Main
1) The org code and User ID fields are

Low
too wide - suggest making them 8
characters wide as per existing system,
or 10 at the most if 8 looks too narrow
on the screen
2/11/2010
26
27
Contact XYZ ABC about

the PQRT
Pass
23
General User
3/17/2010
17
Contact Us
2/11/2010
System displays Home [logged in] page

Y
System displays my user information (name and Y
organisation) in box above nav bar
13
14
S089
System validates my user ID and password

(against my Organisation Code)
12
16a
CMC: Changed test data so Acute tests

now do 3 stage assessments
System validates that my Organisation Code

exists
10
11
7a.2a
Closed
7
8
8a
Completed all req'ts for a.test:acute but High

Baseline button didn't appear
7a
Pass
View the home page
5b
4/26/2010
Des
Des
Des
Des
Pass
Low
The system displays the "Contact us" page
2/22/2010
Des
Pass
Page H1 header "Contact Us" not

displayed (this seems to be common
across quite a lot of pages - is there a
stylesheet problem?)
Medium
Closed
The system displays the Exeter Helpdesk phone

number (01392 251289)
2/22/2010
Des
Pass
Ordering (Exeter Helpdesk first) and

wording as per latest version of
prototype please
Medium
Closed
The system displays the Thingy helpdesk

number (0113 394 6540)
2/22/2010
Des
Pass
Ordering (Exeter Helpdesk first) and

wording as per latest version of
prototype please
Medium
Closed
There is an option to submit an online enquiry,

with the following data entry fields:
- Name (text)
- Email (text)
- Telephone (text)
- Organisation Type (drop down)
- Subject (drop down)
- Details (text area)
- Email me a Copy of my Enquiry (checkbox,
default not selected)
2/22/2010
Des
Pass
1) Can you put a highlight box around

the data fields as per prototype
Low
Closed
Des
Pass
2) Can you put mandatory field markers

against the fields as per the prototype
Closed
Des
Pass
3) Can you make the sentence above

the data fields into an "instruction"
class as per the prototype (<p
class="instruction">)
Closed
Des
Pass
4) Can you size the details field as per

the prototype
Closed
Des
Pass
5) In "Email me a copy of my Enquiry",

can you put a lowercase "e"on
"Enquiry"? (sorry, my fault, the
prototype was wrong)
Closed
Can you put Pharma/Dentist before

Other as per prototype
Medium
Closed
Can you order as per prototype please
Medium
Closed
The options for Organisation Type are:

- Thingy/Dentist
- Other
2/22/2010
Des
Pass
The default for Organisation Type is "<Select>"
2/22/2010
Des
Pass
The options for Subject are:

- PQR App - Account Registration
- PQR App - Policy
- PQR App - Assessments
- PQR App - Reports
- PQR App - PQR Statement if Compliance
(PQRSoC)
- PQR App - Technical Issue
- PQR App - Feedback
- PQR App - Other
2/22/2010
Des
Pass
9
10
The default for Subject is "<Select>"
2/22/2010
Des
Des
Pass
11
The system validates that:

- Name is not blank
- Email is a well-formatted email address
- Telephone is not blank
- Organisation Type has been selected
- Subject has been selected
- Details is not blank
2/22/2010
Des
Pass
12
The system validates that I selected an org type

of "Other"
2/22/2010
Des
Pass
13
The system sends an email to Exeter Helpdesk

(exeter.helpdesk@nhs.net)
2/22/2010
Des
Pass
14
The email subject is based on the subject I

selected, as follows:
- PQR App - Account Registration -> PQRT Registration
- PQR App - Policy -> PQRT - Policy
- PQR App - Assessments -> PQRT Assessment
- PQR App - Reports -> PQRT - Reports
- PQR App - PQR Statement if Compliance
(PQRSoC) -> PQRT - PQRSoC"
- PQR App - Technical Issue -> PQRT Technical
- PQR App - Feedback -> PQRT - General
(Feedback)
- PQR App - Other -> PQRT - General
2/22/2010
Des
Pass
15
The email body includes Name, Email, Telephone N

and Details
2/22/2010
Des
Pass
16
The system validates that I didn't select "Email

me a Copy"
2/22/2010
Des
Pass
17
The system re-displays the "Contact Us" page

with all the fields reset to their default values
2/22/2010
Des
Pass
18
The system tells me that it has submitted my

enquiry
2/22/2010
Des
Pass
The system displays all validation failures

Rejoin Main flow at step 10 (re-enter details)
N
N
2/22/2010
2/22/2010
Des
Des
Des
Pass
Pass
Enter details of my enquiry and click

"Submit"
11a
1
2
3
Validation fails
12a
I selected an org type of

"Thingy/Dentist"
16a
1a
1a.1a
1b
View "About" Info
General User
Read general information

about PQRT
Main
View "Accessibility" Info
General User
Read information about

PQRT accessibility
Main
Pass
Des
Des
Pass
The system sends a copy of the enquiry email to N

the email address I specified
2/22/2010
Des
Pass
Rejoin Main flow at step 17 (confirmation of

submission)
2/22/2010
Des
Pass
2
3
As per Main flow except:

My name, email and telephone details are prepopulated
N
N
2/22/2010
2/22/2010
Des
Des
Pass
Pass
My organisation type is defaulted to "Other"
2/22/2010
Des
Pass
The system doesn't display the Thingy Assurance N

phone number
2/22/2010
Des
Pass
1) Can you change the wording to a

Low
single paragraph (no bullet point): "You
can contact us by phone on 01392
251289 (Mon-Fri, 8am-5pm)". Note that
the word "us" is currently missing (my
fault as I missed it off in the prototype)
2) Can you add the word "us" into the
text shown to not logged-on users
Closed
The email body includes my User ID, Org Code

and Org Type
2/22/2010
Des
Pass
I expected to see Org Code on one line Medium

and Org Type on a separate line but I
actually got a single line which said
"Organisation Code: A.TEST:ACUTE A.TEST: Acute Trust Organisation Type:
Acute ". It looks like you have also
included org name, which is OK, but
can you put 3 separate lines - org code,
org name and org type?
Closed
2
3
As per flow 1a except:

My organisation type is defaulted to
"Thingy/Dentist"
N
N
2/22/2010
2/22/2010
Des
Des
Pass
The system doesn't display the Exeter Helpdesk

phone number
2/22/2010
Des
Pass
1) Can you change the wording to a

Low
single paragraph (no bullet point): "You
can contact us by phone on 0113 394
6540 (Mon-Fri, 9am-5pm)". Note that
the word "us" is currently missing (my
fault as I missed it off in the prototype)
Closed
There is an option to contact us
2/22/2010
Des
Des
Pass
Help page is all wrong!
Closed
The system displays the "Contact us" page
2/22/2010
Pass
Can't test until fixed step 2 above
There is an option to view the "About" page in

the header bar
2/11/2010
nili
Pass
System displays the About page
2/11/2010
nili
Pass
About page content is as per prototype page

"about.html"
4/29/2010
nili
Pass

the main panel
2/8/2010
nili
Pass
2/11/2010
nili
Pass

the main panel
2/11/2010
nili
Pass
2/11/2010
nili
Pass
The system displays the Accessibility page with

text as per prototype
6/24/2010
Pass
There is an option to view the Accessibility page

(wording and ordering as per prototype)
6/24/2010
Pass
The system displays the Accessibility page with

text as per prototype
6/24/2010
Pass
The system displays the Terms and Conditions

page with text as per prototype
6/15/2010
Pass
System displays updated Terms and Conditions

as per prototype
6/15/2010
Pass
Logged in as a non-Thingy/Dentist user
1
2
Request to view the Help page
Request to contact XYZ ABC (via Help

page)
View the home page
3
4
1
2
Request to view the "About" page
3
4
Click the Accessibility link in the footer

bar on any page
View the help page
Click the Accessibility link in the footer

bar on any page
View Updated Registration General User

Terms & Conditions
View updated Terms &

Conditions when
registering for an PQRT
account
Main
Request to register for an account, and

progress through the process to the
Terms and Conditions page
Show Environment Name

and Build Number
See which (non live)

environment I am
connected to and also
which software build I am
using
Main
Browse to the home page on a non-live

environment
S094
S095
Improved Navigation Widgets
General User
Navigate more sensibly to Main

the widgets list page
Closed
Wording and ordering as per prototype, Low

and whilst you're at it, can you put a
capital "U" on "Contact Us"
Closed
Closed
Content not changed!
Medium
Closed
If I select an org type which has no

widgets set up, I get a server error. In
the current live system it just displays
an empty list (e.g. For Dentists)
High
Closed
The system displays the software build number

(e.g. Somewhere in the header bar)
View any page (not logged in)
2
3
4
Request to view widgets
5
6
Select an org type
If I click "return to home page" link at

Low
bottom, the home page is idsplayed by
the nav bar says "Help" and the
breadcrumb says "Help > About >
Home"
The system displays the environment name (e.g.

Somewhere in the header bar)
S097
Des
Click the Terms and Conditions link in

the footer bar on any page
General User
Des
View the help page
1
2
High
1
2
TH 15/3 failed retest

Des 18/5: Fixed
Des
View any page
General User
Des
Logged in as a Thingy or Dentist user
Main
View Terms & Conditions
Closed
Des
2/22/2010
View PQRT terms &

conditions
S086
All fields are OK but can you make the Low

Name, Email and Telephone fields wider
- currently the email box is too narrow
to show an average email address (e.g.
Adam.tester@madeup.com)
2/22/2010
2
1a
Closed
S084
15/3 Sorry, I didn't spot this first time

Low
round...can you put the submission (a)
in red and (b) in the "Contact us Online"
section - as per the validation errors
Rejoin Main flow at step 14 (email subject)
3
4
1b
System error displayed - presume this

is to do with connfig of system test
environment re. sending emails
Des
I requested a copy of the enquiry by

email
1a
Closed
The system sends an email to Thingy Assurance

(thingy.assurance@nhs.net)
3
1
4
S083
1) Can you move the validation errors

Low
so they appear just above the data
fields highlight box
2) Can you change the wording so it
says "Name must be entered", "Email
must be entered", "Organisation Type"
must be entered etc. so that the words
in the error message exactly match the
field names on the screen (for
consistency)
15/3 Failed retest
There is an option to view widgets ("Widgets"

nav bar item) (no change)
2/22/2010
3/17/2010 nili
Pass
The system displays the Widgets (Org Chooser)

page
2/22/2010
3/17/2010 nili
Pass
2/22/2010
3/17/2010 nili
Pass
The Widgets List page includes *all* widgets that Y

are applicable to my organisation type
2/22/2010
3/17/2010 nili
Pass
The system displays the Widgets List page (i.e.

Skips over the current widgets "wheel" page)
TH 15/3 No option to contact us - see

prototype for how it should be (just include
the contact us link for new, we will add the
others in as we develop the relevant
pages)
TH 22/3: page title should be "Help", not
"Contact Us"
1a
1b
2
1
View any page (logged in as a nonassessable org type e.g. XYZ ABC)
1c
S098
Home Page - What Next
Logged In User
Once I have logged in,

Main
view instructions on what I
can do next
1a
Search Knowledge Base
General User
Search for knowledge

Main
base documents based on
various criteria
S109
Developer
General User
Implement context
sensitive help in a
straightforward and
flexible manner
Receive context sensitive

help as necessary across
the whole site
Main
Main
Pass
3/17/2010 nili
3/17/2010 nili
nili: this functionality already exists
Pass
There *is* an option to view the PQR Assurance

Statement
3/25/2010
nili
Pass
There *is* an option to view the implementation

plan
3/25/2010
nili
Pass
Pass
Log in
The system displays the Home (logged in) page
2/22/2010
3/17/2010 nili
Pass
There is an instruction (in the "At a Glance" box) Y

to select an option from the nav bar
2/22/2010
3/17/2010 nili
Pass
There is an option (in the "At a Glance" box) to

start working on your current assessment (by
clicking on the "Assessments" nav bar item)
3/18/2010
3/17/2010 nili
Pass
System behaves as if I had clicked the

"Assessments" nav bar option i.e. takes me to
the Assessments page (note, currently nonadmin users cannot see the "Assessments" tab
but it's OK, we're going to change this in a later
story
3/18/2010
3/17/2010 nili
nili: page uses the navbar permissions Pass

to determine whether to show the
'assessments' instruction. If the navbar
permissions change, the page should
reflect that change automatically.
The system asks me to select an organisation

type to view the knowledge base for
3/18/2010
Des
Pass
There is also an option to view the entire

knowledge base (i.e. All org types)
3/18/2010
Des
Pass
The system displays the Knowledge Base page
3/18/2010
Des
Pass
The page includes a list of all KB resources (DB

table KnowledgeBaseDocument) that are
relevant to the selected org type - specifically
this is a list of all KB resources which are
referenced from any Widget Variant (DB table
WidgetOrganisationType) which is (a) applicable
to the selected org type and (b) part of the
current widget set
3/18/2010
Des
Pass
7
8
The list is in alphabetical order by title

For each KB resource, the following info is
displayed:
3/18/2010
Des
Pass
9
10
Title
Y
External resource indicator to the RHS of the title Y
- if its Location is "External"
3/18/2010
3/18/2010
Des
Des
Pass
Pass
11
Description (via float-over pop-up, in order to

make better use of space)
3/18/2010
Des
Pass
12
13
14
15
Type
Creation Date
Last Reviewed Date
Related Widget(s) - a comma-separated list of
Widget Numbers for all related widgets as
identified in step 5 above (in ascending
numerical order, with duplicates removed)
Y
Y
Y
Y
3/18/2010
3/18/2010
3/18/2010
3/18/2010
Des
Des
Des
Des
Pass
Pass
Pass
Pass
16
There is an option to view each KB resource (the Y

Title of each resource (including the external
resource indicator if displayed) is a hyperlink to
the KB resource itself - based on its Filename if
internal or Weblink if external)
3/18/2010
Des
Pass
The system opens the KB resource in a new

window
3/18/2010
Des
Pass
The system opens the KB resource in a new

window
3/18/2010
Des
Pass
Skip the org type chooser (go to Main flow step

5), displaying information for my own org type
3/18/2010
Des
Pass
Proceed as per main flow but include KB

resources related to widgets which are in the
current widget set for any org type.
3/18/2010
The Knowledge Base page also includes search

filters for the KB resources, as follows:
2
3
Keyword(s) - free form text, default blank

Y
Widget - drop down menu containing a list of all Y
widgets which are relevant to the selected org
type (or all org types if no org type was selected)
The format of each widget is "<Widget Number>
(<Initiative Name>)"
3/18/2010
3/18/2010
Des
Des
Pass
Pass
The system changes the list of KB resources to

include only those that match ALL of the
following criteria (change from current which
matches ANY):
3/18/2010
Des
Pass
The KB resource is related to the specified widget N

number (if specified)
3/18/2010
Des
Pass
The KB resource title or description contains any N

of the specified keywords
in any order (no change from current)
3/18/2010
Des
Pass
Log in as a user of an "assessable" org
3
4
Select this option
Request to view the knowledge base

(not logged in or logged in as a nonassessable org type)
1
2

Mechanism
3/17/2010 nili
3/18/2010
Select to view the KB for a specific org

type
Look & Feel - Widget

Details
General User
Have a nice look & feel for Main

the widget details page
Closed
Des 24/05 - Fixed
Closed
Des 15/06: Need to check if the file

physically exists.
TH 16/6 CMC says this is now sorted out - it
was an env't problem
If I type in a keyword and then click

Medium
"Search" it's OK, but if I type in a
keyword and hit "Enter" then the page
is re-displayed as-is without taking into
account the keyword I entered
Closed
Des 15/06: Fixed
Need to test with real data
Tested in UAT - some docs loaded OK

(e.g. "Audit Programme - Mobile and
Remote Working") but others gave me
"file not found" e.g. "Bite-sized Good
Practice Guide: Application Security"
High
Request to view an external KB resource
Request to view the knowledge base

(logged in as an assessable org type)
Select to view the entire KB

Pass
Enter search criteria and request a

search
Insert a "context sensitive help" marker

into a web page with a specific ID
Deploy a (test) context sensitive help

configuration file with the application
(including some simple HTML formatting
e.g. <strong> and <p>).
Run the application and float the mouse

over the context sensitive help marker
The system displays the relevant text from the

context sensitive help configuration file
N/A
N/A
RJM
Pass
The text is displayed in a popup
Date unknown N/A
RJM
Pass
Popup appears off-screen if near RHS of Medium

screen
Closed
The text is formatted as per the HTML markup
N/A
N/A
RJM
Pass
HTML formatting needs styling up

properly (e.g. See Org Code help on
Home Page)
Low
Closed
The popup remains displayed indefinitely (i.e.

not not a standard tooltip)
Date unknown N/A
RJM
Pass
The system displays a context sensitive help icon Y

at the specified location within the page
Date unknown N/A
RJM
Pass
6/24/2010
RJM
Pass
On Widgets List page hover over

Low
'Status'. My widget states 'Answered' in
this column but this is not one of the
stated statuses in the context sensitive
help popup
Closed
TH - I have updated the relevant text in

contextHelp v3 WIP.xml - just needs
copying across
Pass
Evidence location dialog box. Choose

'Internet' or 'Intranet'. The ? Next to
URL line states 'context help is not
available'
Low
Closed
Needs update to context help
Pass
The ? Next to the 'Upload New File'

button in the evidence location dialog
box is missing the word 'to'.
Needs to say:
Click this button to upload a file from
your local PC or network to our server.
Low
Closed
Checkbox icons don't match prototype - Low

can you change back as per e-mail
conversation with RJM and TM on 18/3
Withdrawn TH 20/5 leave as-is
This story builds on S105 by

implementing all context sensitive help
items as specified in ContextHelp v2.xml
For each context sensitive help item

specified in ContextHelp v2.xml (in
\\data1brind\data\Information
governance\PQRT Version 8\Functional
Specification):
3
4
Navigate to the specified page
5
6
Float over the icon

The system displays the relevant description
EP - Intranet help updated, internet ?

Has been removed.
S108
Float over isn't working (it used to work High

so must be broken!)
Request to view an internal KB resource
S105
3/18/2010
3/18/2010
17b
There is an option to view Assessments

(currently only available to Org Admin users needs to be extended to Org User and Org
Reviewer roles)
Request to view assessments
18
4a
Pass
There are *not* options to delete, baseline, perf

update or submit the assessment - these actions
can only be performed by Org Admin users
17
1a
Pass
3/17/2010 nili
The system displays the Assessments Summary

and History page
17a
3/17/2010 nili
3/18/2010
S075
2/22/2010
There is *not* an option to view widgets (i.e. No

"Widgets" nav bar item)
View any page (logged in as an Org User
or Org Reviewer from an assessable org
type)
3
4
Proceed as per main flow (from step 2)

View any page (logged in as a user from
an assessable org type - any role)
View the widget details page (as a

logged in user from an "assessable"
organisation)
The formatting of each attainment level is as per Y
the prototype
The "achieved" boxes only appear if the screen is N

being viewed in the context of completing an
application
3/4/2010
N/A
3/17/2010 RJM
complete
Pass
3/17/2010 RJM
complete
Pass
The formatting of the attainment levels summary Y

is as per the prototype
3/4/2010
3/17/2010 RJM
complete
Pass
The formatting of each attainment criterion is as Y

per the prototype
3/4/2010
3/17/2010 RJM
complete
Pass
Not a fail, since not in prototype, but

Low
Level 3 Maint label is too big. See latest
cut of prototype for markup and CSS to
make it smaller
Closed
Each attainment level can be expanded to show

the attainment criteria within, and collapsed
again
3/4/2010
3/17/2010 RJM
complete
Pass
By default all sections should be

collapsed, whereas Attainment Level 1
and Criterion 1a are expanded
Closed
When an attainment level is expanded, if

another attainment level is already expanded, it
is collapsed (i.e. Accordion style)
3/4/2010
3/17/2010 RJM
complete
Pass
Is there any way of making the collapse Low

of the other section a smooth "roll-up"?
I would think roll up the other one first
then roll down the selected one.
Closed
Each attainment criterion can be expanded to

show the details within, and collapsed again
3/4/2010
3/17/2010 RJM
complete
Pass
When an attainment criterion is expanded, if

Y
another attainment criterion is already expanded
(within the same attainment level), it is collapsed
(i.e. Accordion style)
3/4/2010
3/17/2010 RJM
complete
Pass
As above, can it be smoother?
Low
Closed
Pass
Not a fail (in fact it's very nice) but is

there any way to make the pop-up
position relative (close) to the icon the
user clicks?
Low
Closed
Pass
Tooltip missing from icon (see prototype) Medium
The evidence comments pop-up is accessed via

an icon in the RHS of the Comments column
3/4/2010
3/17/2010 RJM
complete
Medium
Closed
If an evidence comment has been entered, the

first 30 characters of the comment is displayed,
with CRs replaced by spaces, and with "..." on
the end if the comment is more than 30
characters long
3/15/2010
3/17/2010 RJM
complete
Pass
If I enter a CR then it displays as a

Low
"wide" space. If I leave the screen and
come back it's a normal space. Only fix
this if trivial
Withdrawn TH 20/5 not a big deal so withdrawn
Header panel layout is as per prototype
3/15/2010
3/17/2010 RJM
These items will probably take an extra Pass

1 days
Padding between border and content is Low

larger than on prototype
Withdrawn TH 20/5 Changed prototype to match site!
Right padding/margin is too big in the

RH column of the inner table
Closed
Pass
S110
Can't Enter Widget Level

Comments
Organisation User Not enter widget-level

comments for a (v8+)
widget
Main
S111
Smaller PQR Assurance

Statement Pop-up
Organisation User Be able to view the PQR

Main
Assurance Statement Popup on an 800x600 screen
1a
View a widget for an in-progress (v8+)

assessment
Pre
My assessment is ready to be submitted
Pre
My organisation is not exempt from the

PQR Assurancer Statement
Submit the assessment, from the

assessment summary page (including
confirmation)
S117
Submission Email Log
Specify A Widget Owner
Organisation User View a record of the

sending of an submission
e-mail
Organisation
Administrator
Main
Specify a user from my

Main
organisation as the owner
for a given widget
Specify a user from my

Main
organisation as the second
owner for a given widget
S113
Organisation User Add an improvement

action against a specific
Main
3/15/2010
3/17/2010 RJM
complete
Pass
Done button saves changes and takes you back

to widgets list screen
3/15/2010
3/17/2010 RJM
complete
Pass
The unordered lists in the Widget Origins and

Changes sections have circular bullet points
(currently no bullet points)
N/A
N/A
RJM
complete
Pass
The top level section headings (Widget

Description, Guidance etc.) are <h2> level
headings (or have equivalent formatting)
N/A
N/A
RJM
complete
Pass
The style of the knowledge base tabs is as per

the prototype
3/17/2010 RJM
complete
3/15/2010
The Cancel button should only appear if Medium

the screen is being viewed in the
context of completing an application
Closed
Pass
The selected tab has a black line

between the tab and content
Withdrawn TH 20/5 too difficult to fix
Pass
The unselected tabs need to be a

Low
darker grey colour as per prototype (the
shade you have used looks OK on some
monitors but is too pale on others)
Closed
TH 08/04 Retested - Dark gray as per

prototype, not blue please
Low
Closed
CMC:Looks ok on my monitor at 800x600

on both IE7 and IE6. Can you re-test
please to see if this is still an issue. RJM
has fixed this
TH 14/06 Just tried it in IE7 and
Proceed as per Main Flow
3/18/2010 N/A
CMC
Pass
The footer appears in front of the PQR

Assurance Statement
Closed
RJM
The system marks the assessment as submitted

(no change)
3/18/2010 N/A
CMC
Pass
The system sends a submission e-mail to the

relevant users at the organsiation (no change)
3/18/2010 N/A
CMC
Pass
The system creates a new entry in the

assessment status history (no change)
3/18/2010 N/A
CMC
Pass
The system records the fact that the e-mail was N

sent and to whom in the "notes" field of the new
assessment status history record
3/18/2010 N/A
CMC
Pass
The system does not persist the Owner, High

Date or Complete status for a newlycreated action (only for a pre-existing
action)
Closed
RJM: caused by change of criterion from

1a, 1b etc to a, b, etc
Closed
Des 25/05 - Fixed
Submit the assessment, from the

widgets list page (including
confirmation)
Pre
My assessment is ready to be submitted
Submit the assessment (including

confirmation and PQR Assurance
Statement)
Request to view the widget list for an inprogress (v8+) assessment
4/6/2010
The system displays the "Widget Owners" page
4/6/2010
Des
Pass
For each widget, there is an option to specify the Y

widget owner - this is a drop-down list of all users
from my organisation (excluding those with
locked accounts).
4/6/2010
Des
Pass
By default there is no owner (and this is an

allowed state)
4/6/2010
Des
Des
Pass
Request to specify requierment owners
Pass
Des
Select the widget owner for one or more

widgets
Des
8
9
Pass
Pass
Pass
The system persists the widget owner for each

N
widget (it is an attribute of the Widget Response)
4/6/2010
Des
Des
The system displays the Widget List page

The system displays the widget owners (read
only)
4/6/2010
4/6/2010
Des
Logged on as any user type, request to

view the widget list for an assessment
from my *own* organisation which has
had one or more owners specified.
Des

only)
4/6/2010
Des
Logged on as an XYZ ABC user, request

to view the widget list for an assessment
which has had one or more owners
specified.
only)
4/6/2010
Des
Request to view a widget for an inprogress assessment
Pass
Des
The system doesn *not* display the widget

owners (read only)
4/6/2010
The system doesn *not* display the widget

owners (read only)
4/6/2010
For each attainment criterion there is an option

to add an improvement action
3/18/2010
3/18/2010
Des
Pass
Need to be able to get an assessment

to status approved first
Also need Assessment Report to be
working
Des
Pass
Need to be able to get an assessment

to status approved first
Also need Assessment Report to be
working
3/17/2010
Des
Pass
3/17/2010
Des
Pass
Not logged on, request to view the

widget list for an assessment which has
had one or more owners specified.
TBC this is as per S117 but allows the

admin to specify a second owner - this is
primarily for GHJs who generally have
two owners - one "commissioner" owner
and one "provider" owner
Pass
Des
Logged on as any user type, request to

view the widget list for an assessment
from another organisation which has had
one or more owners specified.
Des
Request to add an improvement action

to an attainment criterion
The system adds an improvement action, with

the following fields:
Description (free format text, default blank)
3/18/2010
3/17/2010
Des
Pass
Owner (free format text, default widget owner)
3/18/2010
3/17/2010
Des
Pass
Due date (calendar selection, can be any date

past or future)
3/18/2010
3/17/2010
Des
Pass
Completed flag (default not completed)
3/18/2010
3/17/2010
Des
Pass
Des
Pass
Enter details for the action

11
The system validates the data fields (description N

is mandatory, the others are optional)
12
The system persists the improvement action
3/18/2010
3/17/2010
Des
Pass
The system adds another improvement action

(rejoin main flow at step 4)
3/18/2010
3/17/2010
Des
Pass
There is an option to edit the improvement action N
3/18/2010
3/17/2010
Des
Pass
The system persists the changes
3/18/2010
3/17/2010
Des
Pass
There is an option to delete the improvement

action
3/18/2010
3/17/2010
Des
Pass
3/18/2010
3/17/2010
Des
Pass
The improvement action disappears from the

screen
3/18/2010
3/17/2010
Des
Pass
3/18/2010
3/17/2010
Des
Pass
Des
Pass
On the "Reports" page, can you move

the Improvement Plan and Evidence
Report link to the bottom of the list
Des
Pass
Edge case not tested
Des
Pass
Des
Pass
4/26/2010
Request to add another improvement

action
Request to view a widget for an inprogress assessment which has an

existing improvement action
Edit the improvement action (this

includes the option to mark it as
completed)
5
1
Request to view a widget for an inprogress assessment which has an

existing improvement action
Request to delete the improvement

action
4
5
6
Confirm

The system persists the deletion
The actions are displayed

There is not an option to add an action
There is not an option to edit or remove
individual actions
N
N
N
The system validates that the user has at least

one v8+ assessment
There is an option to select the assessment to

report on (v8+ assessments only)
The format of the assessments in the drop-down Y

is: Version <version number> (<start year><end year>)"
There is an option to select the widget owner (a

list of all users from the organisation plus an
option to specify all owners [default])
4/6/2010
3/29/2010
Des
Pass
There is an option to select the Report Type,

including:
- Improvement Plan (incomplete items only)
(default)
- Improvement Plan (including completed items)
- Completed Items Only
3/18/2010
3/17/2010
Des
Pass
Request to view a widget for an

assessment which has an existing
improvement action when it is "not
editable by me"
Definition of "not editable by me":

1) I am not a user from the owning
organisation, or
2) The widget status is past "In Progress"
3
4
5
Medium
Des
There is an option to specify widget owners
Main
Pass
Cancel button takes you back to widgets list

screen without saving any changes
Pop-up way too big on 800x600. Also, if High

I have my screen on full-res but the
window not full size, the pop-up is still
too big
Produce Improvement Plan Organisation User Produce an improvement

and Evidence Report
plan for my organisation
complete
Pass
S114
3/17/2010 RJM
Pass
View improvement actions Main
3/15/2010
CMC
View Improvement Actions General
Pass
Print/Download Multiple to be changed from links Y

to buttons (as per prototype)
CMC
9
10
S138
Pass
complete
3/18/2010 N/A
1b
Pass
complete
3/17/2010 RJM
3/18/2010 N/A
1a
complete
3/17/2010 RJM
3/15/2010
10a
3/17/2010 RJM
3/15/2010
Organisation
Administrator
3/15/2010
Print/Download to be changed from links to

buttons (as per prototype)
The PQR Assurance Statement pop-up is small

enough to fit into a browser which is maximised
on an 800x600 resolution screen
Specify a Second Widget

Owner
Top row of buttons to appear below header

panel, not above page title
The system displays the PQR Assurance

Statement (no change)
S118
Widget question text preceded by the key icon

for a key widget
1d
Pass
10
11
1c
complete
3/15/2010
1b
3/17/2010 RJM
1a
3/15/2010
There is *not* an option to enter requireemntlevel comments
S112
Header panel background colour is light blue (no Y

matter whether widget is a key widget or not)
Low
4/26/2010
4/26/2010
4/26/2010
Request to produce an evidence and

action report
3/18/2010
3/17/2010
Low
8
9
10
There is an option to set report options,

including:
- Evidence (default checked)
- Actions (default checked)
3/18/2010
3/29/2010
Des
Pass
Both boxes should be ticked by default
Medium
Closed
Des 25/05 - Fixed
Pass
Context help icon missing to RHS of

options
Low
Closed
Des 25/05 - Fixed
Pass
If I have previously opened the report

and I open it again, it reuses the same
popup window but doesn't bring it to
the front. Either bring it to the front or
open in a new window
Medium
Closed
Des 25/05 - Fixed
Pass
Organisation name not displayed
Medium
Closed
Des 25/05 - Fixed
Pass
Look and feel needs some work - try to

match prototype as much as possible
e.g.:
- font
- line spacing a bit wider between
paragraphs
- left hand margin
Low
Closed
Des 02/06 - Fixed
Pass
Please can you add curved corner

boxes around each widget. This will
clearly separate each widget. I think
this is something we can do quickly and
easily to make it appear better. Tony to
compile prototype.
He has now done this
(improvement_plan_report_results.html)
and it's important to note the gap in
between each req. Please make sure
it's roughly the same gap as shown.
Also, the org name is formatted using
<h2>
Closed
Des 15/06 - FIXED

Des 16/06: Refer to Christ email
dt.16.06.10 18:19
Current level NR, target level 2 - the

widget should be displayed (it's up to
the user to change their target level to
NR to get it to not display)
High
Closed
Des 25/05 - Fixed

TH 26/5 - it only displays the criteria that
are not marked as achieved but that is OK
Select report criteria

Request to produce report
The system displays the report in a new window
3/18/2010
3/17/2010
Des
corners are not curved but other than

that all looks good.
11
The report includes all widgets for which there is Y

one or more attainment criteria to display (see
below)
3/18/2010
3/17/2010
Des
Pass
12
The displayed widgets are in numerical order
3/18/2010
3/17/2010
Des
Pass
13
For each displayed widget, the widget question is Y

included
3/18/2010
3/17/2010
Des
Pass
14
For each displayed widget, the widget owner (if

any) is included
3/18/2010
3/17/2010
Des
Pass
If there is no widget owner, don't

display the line at all
Low
Closed
Des 25/05 - Fixed
15
For each displayed widget, the current level is

included
3/18/2010
3/17/2010
Des
Pass
If there is no current level then display

"(not answered)"
Low
Closed
Des 25/05 - Fixed
Pass
If the current level is exempt, it should

display "Exempt" instead of blank
Low
Closed
Des 25/05 - Fixed
Pass
On reflection, the suffixes

(excluding/including maintenance) are
confusing so remove them (sorry!)
Low
Closed
Des 25/05 - Fixed
Pass
If the target level is NR it's showing "4" Low

and if the target level is EX is is
showing "5"
Closed
Des 26/05 - Fixed

TH 7/6 - can you change "NR" to "Not
Relevant" and "EX" to Exempt so it
matches the "Current Level" labels?
Des 09/06: Fixed
Pass
The attainment criteria Ids are beign

High
displayed as just "a", "b", "c" etc.
instead of "1a", "1b", "1c". This is
because we have changed the way we
store the ID in the database - you need
to construct the displayed ID from the
attainment level and the criteria ID e.g.
"1" & "a" -> "1a"
Closed
Des 25/05 - Fixed
Pass
A.test:acute, req 204, current level 0,

target level 3: the system is displaying
criteria 1a, 1b, 2c and 3d but not 2b,
2c, 3a, 3b or 3c. It seems that each
letter is only displayed once - is it deduplicating letters and if so this might
be fixed by fixing the above defect
which will make each criterion ID
unique
High
Closed
Des 25/05 - Fixed
I have a gp assessment where first 2

High
reqs are set to level 2 but their target
levels are 3. These both show when I
produce an imp plan report. However,
the third req is set to level 1 with no
target level set so can see a red cross. I
would also expect to see this on the
imp plan report but it isn't.
Also tried to send an ad-hoc email to
the req owner of the third one but their
name is not in the list to send an email
to. Just the first 2 owners of the first 2
reqs.
Closed
Des 21/06: Not able to re-produce
Widgets are showing with a target of

NR (currently showing as "4" due to
another defect) and EX (currently
showing as 5)
Closed
Des 26/05 - Fixed

Des 11/06: Fixed
TH 7/6 - still showing a widget which is
current level "Exempt" and target level
"EX". Suspect this will be fixed when above
defect re. changing "EX" to "Exempt" is
fixed, although the system probably
shouldn't be relying on the exact wording
to detect a match!
For each displayed widget, the "calculated target Y

level" is included, as follows:
- If the org has set a target level for this req't
then use that target level
- If the org has not set a target level then use
level 3 but display "Not set (assumed Level 3)
- If the target level determined above is level 3
and the org achieved L3 for this widget in their
previous assessment, then the target level is
level 3 including maintenance criteria, otherwise
it is level 3 excluding maintenance criteria - so
display a suffix of " - excluding maintenance" or "
- including maintenance" as appropriate
16
17
3/18/2010
3/17/2010
The report includes all attainment criteria for

which any of the following is true:
Des
Des
18
- The Report Type specifies incomplete items and N

the attainment criterion is "outstanding" (see
definition below)
3/18/2010
3/17/2010
Des
Pass
19
Definition of "outstanding": an attainment

criterion is defined as "outstanding" if:
1) it is not marked achieved
AND
2) it is within the "calculated target level" (see
definition above)
3/18/2010
3/17/2010
Des
Pass
EP - I need to try and re-produce this

because Des can't recreate this and
neither can I now
EP - Can't reproduce this now. Weird
things happening with imp plan.
20
For the avoidance of doubt, if the target level is

NR or EX then the attainment criterion is *not*
outstanding
N/A
N/A
Des
Pass
Medium
will only show completed items on the

plan if there is evidence obtained and
ticked or actions complete. I didn't
have any items under the NR & EX
widgets
I have a login a.test:gp and set:

1st req to current level 3 and target
level 3
2nd req to current level NR and target
level NR
3rd req to current level EX and target
level EX
I choose to display an 'improvement
plan (uncluding completed items)' and
only the 1st req shows (should show all
of them. Same happens with the
'Completed items only' plan.
Closed
EP - This was because I was logged in Pass

as XYZ and ticking the obtained box
didn't automatically tick the box to the
right hand side. Once I manually tick
this, the details do show on the imp
plan.
Related to the above, I added evidence

and actions under the NR & EX widgets
and they still don't show on the
completed items improvement plans
Closed
Same scenario as above, for the 1st req

that shows, in the 'improvement plan
(uncluding completed items)' plan it
shows the yellow evidence secion but
in the 'Completed items only' plan it
doesn't show this evidence section.
Both tickboxes to show this detail are
ticked for both plans.
Closed
DES - fixed 17/06 / 18/06
Emailed Tony to confirm if this is

correct processing.
Tony raising new story for gp issue should auto tick the criterion box once
all evidence/actions beneath are
obtained/complete
EP - a.test:gp is currently in this state. I

am now using acute2 user for further
tests for now
EP - This defect is not occuring now for
some reason.
UPDATE 17/06
The 'improvement plan (uncluding
completed items)' plan shows evidence
& actions but the 'Completed items
only' plan only shows evidence, not
actions. Odd
2a
1a
21
- The Report Type specifies completed items and N

the attainment criterion is marked achieved
3/18/2010
3/17/2010
Des
Pass
22
The displayed attainment criteria are in alpha

order within their parent widget (Level 3
Maintenance criteria appear after other L3
criteria)
3/18/2010
3/17/2010
Des
Pass
23
For each displayed attainment criterion, the

attainment criterion description is included
3/18/2010
3/17/2010
Des
Pass
24
For each displayed attainment criterion, the

attainment criterion "achieved" status is
displayed
3/18/2010
3/17/2010
Des
Pass
25
If the user requested for evidence to be

displayed then evidence items are displayed
under each of the displayed attainment criteria
according to the following rules:
26
- If the Report Type specified incomplete items

then show evidence items which are not "fully
specified" as per definition in S033
3/18/2010
3/17/2010
Des
Pass
I marked an evidence item as obtained Medium

but did not fully specify the evidence
location. It should have been included
in the report (because it is not "fully
specified"). Chat to Richard about the
business rules for "fully specified" there may be some business logic that
can be re-used
Closed
Des 28/05 - Fixed
Pass
If the evidence location is not specified, Low

display "[not specified]" instead of
leaving it blank
Closed
Des 02/06 - Fixed
Pass
For an uploaded file, display "Uploaded" Low

followed by the filename (see defect
below - the filename also needs to be a
hyperlink)
Closed
Des 02/06 - Fixed
Closed
27
- If the Report Type specified complete items

then show evidence items which are "fully
specified" as per definition in S033
3/18/2010
3/17/2010
Des
Pass
Need to fix above defect first
28
For each evidence item, Evidence Location

includes a hyperlink to view the document (in a
new window) for appropriate location types
3/18/2010
3/17/2010
Des
Pass
No hyperlink for uploaded evidence
Medium
Closed
Des 02/06 - Fixed
29
If the user requested for actions to be displayed

then actions are displayed under each of the
displayed attainment criteria according to the
following rules:
30
- If the Report Type specified incomplete items

then show actions which are not marked
complete
3/18/2010
3/17/2010
Des
Pass
Due date is showing time as well as

date (only date required)
Medium
Closed
Des 26/05: Fixed
31
- If the Report Type specified complete items

then actions items which are marked complete
3/18/2010
3/17/2010
Des
Pass
1
2
The org has no v8+ assessments

The system displays a single option of "<No
assessments at v8 or greater>"
Des
Pass
All other options are displayed as per main flow
Des
Pass
4
1
The "Show Report" button is disabled
Des
Pass
Request to produce an evidence and

action report, logged on as XYZ ABC
user
System displays "Reports Single Organisation

Chooser" (as used in other reports)
4/6/2010 N/A
Des
Pass
There is an option to search for and select an

organisation to report on
4/6/2010 N/A
Des
Pass
Search for and select an organisation to

report on
S116
Send Ad-hoc Improvement Organisation

Action Reminders
Admin
Send ad-hoc email

reminders to widget
owners with outstanding
improvement actions
Main
Rejoin main flow at step 2, reporting on the

specified organisation
The system displays the Improvement Plan

Admin page
Des
Pass
The system validates that the organisation has

an "in-progress" assessment (not yet confirmed
or submitted as appropriate)
Des
Pass
The system validates that there is at least one

widget owner with "incomplete" widgets on the
current assessment (as per steps 9 and 10 of
S115)
Des
Pass
There is an option to send an ad-hoc email

reminder, including the following data entry
fields:
3/18/2010
3/17/2010
Des
Pass
"To" - a list of all widget owners with

Y
"incomplete" widgets on the current assessment
(as per steps 9 and 10 of S115).
There is also an option to send a reminder to
them all.
The default value is "<Select>"
3/18/2010
3/17/2010
Des
Pass
Not in the spec but the list of

Medium
"incomplete" widgets needs to exclude
any that are "marked complete" (also
applies to S115)
Closed
Des 04/06 - Fixed
Pass
Setup an EXEMPT req. This has a req

owner setup. When I send the ad hoc
email an email is sent to this person
but it is completely blank.
High
Closed
Des 21/06: Fixed.
Organisation
Admin
Send regular email

reminders to widget
owners with outstanding
improvement actions
Main
Label should be "Cc:", not "CC:"
Low
Closed
Des 02/06 - Fixed
S122
S137
View Past Attainment Level Organisation User View my attainment level

for a (v8+) widget on my
previous assessment
Set Target Attainment

Level and Date
Set Target Attainment

Level of 0, NR or EX
Organisation User Set a target attainment

level and date for a given
(v8+) widget
Organisation User Set a target attainment

level of 0, NR or EX
Main
Main
Main
Low
Closed
Des 03/06 - Fixed
Closed
3/18/2010
3/17/2010
Des
Pass
3/18/2010
3/17/2010
Des
Pass
11
The system validates that I have selected a

recipient (or "All") in the "To" field
N/A
3/18/2010
3/17/2010
Des
Pass
Error message refers to "Widget Owner" Low

but field label is "To"
Closed
Des 04/06 - Fixed
12
The system validates that I have specified zero

or more valid email addresses in the "CC" field
(separated by semi-colons or commas)
N/A
3/18/2010
3/17/2010
Des
Pass
error message - should be "The

following emails are not valid"
Low
Closed
Des 02/06 - Fixed
Pass
System won't handle whitespace after

the comma or semicolon - it says the
secont email address is invalid
Medium
Closed
Des 02/06 - Fixed
10
Request to send the ad-hoc reminder
13
The system sends a separate reminder email to

each specified recipient (if they have an email
address set up)
3/18/2010
3/17/2010
Des
Pass
14
Each email is copied to all email addresses in the Y

"CC field"
3/18/2010
3/17/2010
Des
Pass
15
The content of the email is as specified in S115
3/18/2010
3/17/2010
Des
Pass
Waiting for fixes to S114 before testing
Pass
Heading font too large (e.g. "A Message Low

from your PQR App Administrator")
Closed
Des 03/06 - Fixed
Pass
Remove "PQR App Administrator" name Medium

from the sender details so it just
displays DONOTREPLAY@...
Closed
Des 02/06 - Fixed
Pass
remove gap between recipient name

and comma
Low
Closed
Des 02/06 - Fixed
Pass
Increase paragraph spacing
Low
Closed
Des 04/06 - Fixed
Pass
Outstanding evidence not displayed (I

haven't tried but I'm guessing that
outstanding actions are not displayed
either)
High
Closed
Des 02/06 - Fixed
Des
Pass
The system should treat newlines in the Low

preamble as starting a new paragraph
(i.e. insert <p> tags as appropriate. If
there are two newlines together, do not
include a blank paragraph (assuming of
course that you have set up the
formatting to include a bit of
whitespace between paras)
Closed
Des 04/06 - Fixed
16
The email also includes the preamble (see

prototype for location)
TBC
17
Any HTML special characters (&, <, > etc.) are

correctly displayed in the email
Des
Pass
18
The email does not have to be sent immediately N/A

but is sent within 30 minutes
4/6/2010
Des
Pass
19
The system confirms who it has sent an email to N

and who it has failed to send an email to due to a
lack of email address
4/6/2010
Des
Pass
See prototype for wording
Low
Closed
Des 03/06 - Fixed
20
The system tells the user that the emails will be

sent within 30 minutes
4/6/2010
Des
Pass
See prototype for wording
Low
Closed
Des 03/06 - Fixed
The system displays a message to say I can't

send an ad-hoc reminder at the moment (see
prototype for wording)
Des
Pass
Waiting for defect at MF step 3 to be

fixed
The system displays a message to say I can't

send an ad-hoc reminder at the moment (see
Des
MSG - You cannot send an ad-hoc

Pass
reminder at the moment because there
are no widget owners with incomplete
widgets
The system displays the Improvement Plan

Admin page
3/18/2010
3/17/2010
Des
Pass
There is an option to indicate whether regular

email reminders should be sent
3/18/2010
3/17/2010
Des
Pass
The system validates that all potential email

recipients have email addresses set up
4/6/2010
Des
Had to setup a user at an acute trust to Pass

test this. Set up and chose option
'don't email' in dropdown. When this
user is then set as a req owner and you
go to the imp plan admin page you get
a msg to say the user does not have an
email address
3/18/2010
3/17/2010
Des
Pass
The system validates that the organisation has

an assessment which is:
a) v8 or above and
b) not yet submitted
N/A
4/6/2010
3/17/2010
Des
Pass
4/6/2010
3/17/2010
Des
EP - I have a setup where I am the

Pass
widget owner of 3 widgets and all 3 are
currently not answered. I run the job
and no email is sent. If I change one of
the widgets to level 1 (so still not
obtained properly) the email is sent.
This email then contains details of all 3
req's, even though 2 are still
completely unanswered
Closed
DES fixed 17/06
Des
If current and target levels are NR / EX, Pass

widgets do not show on the email.
If current level is NR or EX but target
level is blank, widgets do show on the
email.
Set 3 widgets to me as the owner. 1st is High

set to level 3 and complete, 2nd is NR
& 3rd is EX. When I run the job I get an
email but there are no incomplete
items on it. I shouldn't get an email in
this case.
Closed
DES 22/06: Fixed
Setup an action with a due date in the Medium

past but it appears on the email like the
rest of the future due date actions. Is
not specifically flagged as overdue (that
I can see anyway)!
Closed
DES 22/06: Fixed
Working as a.test:acute2, req 102

High
should have past level 3 and req 103
should have no past level (req 103
doesn't exist in previous assessment).
But if I click "Next" from req 102, it
shows past level as 3 for req 103 (looks
like it is remembering the past level
from req 102 instead of blanking it out)
Closed
3/18/2010
N/A
3/17/2010
N/A
The organisation does not have an inprogress assessment
There is *not* at least one widget owner

with "incomplete" widgets on the current
assessment (as per steps 9 and 10 of
S115)
Request to administer improvement plan

settings
Indicate that regular email reminders

should be sent
6
7
8
9

Wait until the 1st of the month
10
The system sends an email to each widget owner Y

with "incomplete" widgets on this assessment
(so long as they have an email address).
A widget is "incomplete" if either:
i) the current level is lower than target level, or
ii) it has incomplete improvement actions
However, a widget is *not* incomplete if it has
been marked complete.
11
For the avoidance of doubt, if the target level is N/A

"NR" or "EX" then the widget is *not* incomplete
12
The email includes a list of the incomplete

widgets
4/6/2010
4/6/2010
Des
Pass
13
For each incomplete widget, the email states the Y

current attainment level
4/6/2010
4/6/2010
Des
Pass
14
For each incomplete widget, the email states the Y

target attainment level (if set)
4/6/2010
4/6/2010
Des
Pass
15
For each incomplete widget, the email includes a Y

list of all evidence (including whether obtained,
location type and comments)
4/6/2010
4/6/2010
Des
Pass
16
For each incomplete widget, the email includes a Y

list of all actions (if any), including all details
4/6/2010
4/6/2010
Des
Pass
17
For each action, the email includes the

description, owner and due date
4/6/2010
4/6/2010
Des
Pass
18
If the due date is in the past the action is flagged Y

as overdue
4/6/2010
4/6/2010
Des
Pass
The email includes a link to the PQR App website
4/6/2010
3/17/2010
Des
Pass
The email includes contact details for the

organisation's PQRT administrator
4/6/2010
3/17/2010
Des
Pass
The system displays a warning listing the

Y
potential email recipients who do not have email
addresses set up
4/6/2010
Des
Pass
Rejoin main flow at next step
4/6/2010
Des
Pass
20
S121
I marked the assessment as confirmed

but the system didn't display the error
message
19
4a
3/17/2010
Preamble - a free format text area (default blank)

Enter details for the ad-hoc reminder
Send Regular
Improvement Action
Reminders
3/18/2010
"Cc" - a free format text box (default blank)
S115
Pass
Des
4a
Des
3a
4/6/2010 N/A
Request to administer improvement plan

settings
N/A
N/A
There are one or more potential email

recipeints who do not have an email
address set up
Request to view a (v8+) widget, within

the context of an assessment
The system displays my "past attainment level"

for this widget, as follows (this is as per existing
functionality for v7- widgets):
- If I have no previous assessments, it is blank.
N/A
N/A
RJM
Pass
- If my most recent assessment was against a

widget set which did not have the same widget
number in, it is blank.
N/A
N/A
RJM
Pass
- Otherwise, it is the attainment level I achieved

against the same widget number in my most
recent assessment.
N/A
N/A
RJM
Pass

There is an option to set a target attainment

Y
level (the options are blank [default], 1, 2 and 3 not 0 or NR).
RJM
Pass
There is an option to set a target date (default

blank).
N/A
N/A
RJM
Pass
The system validates that the target date is a

valid date (future or past)
N/A
N/A
RJM
Pass
If I type an invalid date and hit enter,

the screen fades to white and back
again but no pop-up is displayed. If I
tab out of the field I do get the popup.
Low
Closed
The target level and date are persisted along

with the widget response
N/A
N/A
RJM
Pass
If I set the target level and date and

then navigate to the next widget, the
same target level and date are redisplayed
High
Closed
Pass
Set target level -> done -> select

previous reqt -> next -> target level is
blank
High
Closed
RJM/CMC
If I set the target level as NR and then

click "Next" I get a system error
High
Closed
Data removed from database script. Needs

re-instating.
4
5
Set the target level and date
6
7

There is an option to set a target attainment
level of 0
3/25/2010
If NR is allowed for this widget, there is an option Y

to set a target attainment level of NR
4/12/2010
RJM
Pass
RJM
Pass
S123
Mark Widget as Complete
Organisation
User (or
Reviewer or
Admin)
Mark a (v8+) widget

response as complete
Main
2b
S124
Mark Widget as Confirmed Organisation

Reviewer (or
Admin)
Mark a (v8+) widget

response as confirmed
Main
If the organisation has been exempted from this

widget, there is an option to set a target
attainment level of EX
4/12/2010
RJM
Pass
The system validates that the user's org type is

not a "simplified interface" org type
4/22/2010
RJM
Pass
The system validates that the widget response

N
includes a current attainment level (you can't
mark it complete if you haven't answered it).
This is *not* synonymous with a widget status of
"In Progress"
4/22/2010
RJM
Pass
If the assessment is subject to 3-stage reporting, N

the system validates that the user's assessment
has been performance updated
4/22/2010
RJM
Pass
There is an option to mark the widget response

as "complete"
4/22/2010
RJM
Pass
The system persists the fact that the widget has

been marked complete and also captures the
date and time and the current user
4/22/2010
RJM
Pass
10
The system displays the date and time the

widget response was marked complete and the
user who marked it complete
4/22/2010
RJM
Pass
11
The widget is now "locked down" and is no

longer editable (the only way to unlock it is to
untick "widget complete")
4/22/2010
RJM
Pass
The widget response status is "Marked Complete" N
4/22/2010
RJM
Pass
The system performs validations as per Main

Flow steps 3, 4 and 5
4/22/2010
RJM
Pass
The system displays whether the widget is

marked complete (read-only e.g. Disabled
checkbox)
4/22/2010
RJM
Pass
The system validates that the user's org type is

not a "simplified interface" org type
4/22/2010
RJM
Pass
The system validates that the widget response is N

already marked "Complete"
4/22/2010
RJM
Pass

as "confirmed complete"
4/22/2010
RJM
Pass
The system "locks" the "complete" flag by

making it read-only
4/22/2010
RJM
Pass
The system persists the fact that the widget has

been confirmed complete and also captures the
date and time and the current user
4/22/2010
RJM
Pass
The system displays the date and time the

widget response was confirmed complete and
the user who marked it complete
4/22/2010
RJM
Pass
The widget response status is "Confirmed

Complete"
4/22/2010
RJM
Pass

as "confirmed complete" but it is disabled
4/22/2010
RJM
Pass
The system "unlocks" the "complete" flag by

making it editable
4/22/2010
RJM
Pass
The system displays the "complete" and

"confirmed" statuses (both will be ticked) but
they are read-only
4/22/2010
RJM
This story implements the same

functionality for v8+ widgets as already
exists for v7- widgets

the context of an in-progress
assessment
Mark the widget response as complete
8
9
12
13
Return to the widget list page

assessment, as an XYZ ABC user
This story implements the same

functionality for v8+ widgets as already
exists for v7- widgets, but with some
"improvements"

assessment
14
15
Return to the widget list page
4a
The widget is not already marked

"complete"
9a
Mark the widget as *not* confirmed

complete

the context of a "confirmed" assessment
2b
S127
S128
Odds and Ends
Unsubmit
Baseline/Performance
Update: Changed
Permissions
General User
XYZ ABC User
See a range of random

and unrelated point
improvements across the
site
Unsubmit baselines and

performance updates
whereas organisation
admins cannot
Main
Main
Closed
Logged in as ABC user and was still

able to mark the widget as exempt
Medium
Closed
Can you make it so that when I mark

complete, the caonfirmed checkbox
immediately becomes enabled rather
than me having to save it first? This is
not actually a valid real-life scenario
because it's supposed to be a different
user doing the "confirm" but I know
that some orgs have a single person
doing both and also it will speed up
testing quite a bit.
Low
Closed
Pass
Complete and confirmed flags not

displayed
Medium
Closed
Pass
Attainment level checkboxes not

Medium
displayed - should be displayed "greyed
out" (although Current Level is
displayed correctly)
Closed
Not really a fail, but the prototype was Low

wrong, sorry. Can you move the
Information Mappign Admin links below
"Improvement Plan Admin" please?
Closed
Sorry, I missed out an "8" between

Version and Beta
Closed
Need test data (org type with not

simplified interface and not 3 stage
reporting)

assessment, as an XYZ ABC user
The system performs validations as per Main

Flow steps 3, 4 and 5
4/22/2010
RJM
The system displays whether the widget is

marked confirmed (read-only e.g. Disabled
checkbox)
4/22/2010
RJM
The tooltip on the User ID field on the Home

Page refers to "User ID" not "login name"
The What's New section of the Home Page

displays just the top 4 news articles
The links on the Admin page are in the same

order as per the prototype
N/A
On the Org Admin org chooser screen, the note

Y
next to the Look For field says organisation code
not NACS code
The Cancel button on the Widget Details page

Y
has a tooltip "Cancel your changes and return to
the widget list"
N/A
N/A
Pass
Pass
CMC
DONE
Pass
3/17/2003 CMC
DONE
Pass
N/A
CMC
DONE
Pass
N/A
N/A
CMC
DONE
Pass
N/A
N/A
RJM
DONE
Pass
The Done button on the Widget Details page has N

a tooltip "Save your changes and return to the
widget list"
N/A
N/A
RJM
DONE
Pass
When logged in, the Previous and Next buttons

on the Widget Details page have tooltips "Save
any changes and go to the previous (next)
widget"
N/A
N/A
RJM
DONE
Pass
When not logged in, the Previous and Next

N
buttons on the Widget Details page have tooltips
"Go to the previous (next) widget"
N/A
N/A
RJM
DONE
Pass
10
The Save button on the Widget Details page has N

a tooltip "Save your changes and remain on this
page"
N/A
N/A
RJM
DONE
Pass
11
All "custom" (i.e. jquery) tooltips have a 15

N
second timeout to cater for the fact that in some
cases they don't disappear when the mouse
leaves the relevant hover zone
N/A
N/A
RJM
DONE
Pass
13
14
Section headers are black, not blue

Glossary text is green, not black (including
underline)
Y
Y
N/A
N/A
N/A
N/A
CMC
CMC
DONE
DONE
Pass
Pass
15
When you float over a hyperlink the underline

disappears rather than getting a blue
background
N/A
N/A
CMC
DONE
Pass
16
Home page alert says "<h2>PQRT Version Beta N

Test Phase 1</h2><p>Welcome to the PQRT
Version 8 Beta Test site. Thank you for agreeing
to take part in the beta testing. If you don't
already have one, you will need <a href="...">a
copy of the test script</a>. Happy testing!</p>"
N/A
N/A
CMC
PARTLY DONE: Need Test script URL

reference adding
Pass
17
Register Step 3 - wording matches wording on

prototype (including "contact our Helpdesk"
instead of "contact us")
N/A
N/A
CMC
DONE
Pass
19
Contact Us page - insert a space between

"Frequently Asked Questions" and "(FAQ)"
N/A
N/A
CMC
DONE
Pass
20
Contact Us page - add a third bullet after "the

Y
Online Help": "your local PQR App Administrator"
(see prototype - but don't put the "(who is this?)"
link, because we haven't done that yet!
N/A
N/A
CMC
This was already done, including the

Who Is This link. Maybe tested when
not logged in or logged in under XYZ
CfH which would explain why it wasn't
displayed ?
TH 08/04: fair point. Tested and raised
defect to right
Pass
The "who is this" floater isn't obviously Low

a floater - I propose the following CSS
(see prototype): span.floatable
{color:blue; border-bottom:dashed 1px
blue; cursor:pointer}
Closed
Pass
When I float over "Who is this", most of Medium

the header bar of the page suddenly
goes white, even after the pop-up has
disappeared
Closed
Pass
When I float over "Who is this", the

Low
tooltip is positioned OK but if I scroll the
page down a bit and try again, the
tooltip is positioned too high up the
page (IE6 and IE7)
Closed
3/18/2010
High
21
Widgets org type chooser - the list of org types is Y

supposed to have bullet points
N/A
N/A
CMC
DONE
Pass
22
Widget Details page - header bar data on RHS

needs to *not* have lots of padding to the right)
N/A
N/A
CMC
DONE
Pass
23
Widget Details page - Attainment Levels section - N

context help icons for attainment levels and
attainment criteria should only be displayed if
the tick boxes they refer to are displayed
N/A
N/A
RJM
DONE
Pass
24
Widget Details page (not logged in) - too much

white space below the evidence table - suspect
this is due to an invisible/not displayed "add
evidence" link.
N/A
N/A
RJM
DONE
Pass
25
If I expand 1a and then expand 1b then the

N
accordian facility works, but 1a does not collapse
slowly, it just disappears, meaning that section
1b opens but then suddenly jumps updards and I
lose track of where it is. Can this be made
smoother?
N/A
N/A
RJM
CANT BE DONE IN IE WORKS OK IN

Pass
FIREFOX AND CHROME. IE CANT
HANDLE THE SLIDE VERY WELL SO
THIS HAS TO BE SHOWN OR HIDDEN.
FIREFOX/CHROME HANDLE SLIDE
REALLY NICELY AS IS VERY ELEGANT. IE
IS CLUNKY.
TH 08/04 Let's see what the users say
about it in beta testing
26
Widget Details page - level 3 maintetnance

Y
criteria - include an extra sentence below the
criterion description as follows:"<br/><br/>[Only
required if Attainment Level 3 was achieved in
the previous assessment]"
N/A
N/A
CMC
DONE
Pass
29
Can you add a skeleton "About" page - title:

"About the PQR App" with content of "Content
TBC" and link to it from (a) the top links and (b)
the intro paragraph on the Home Page
N/A
N/A
CMC
DONE
Pass
Title is too small - use <h1>
Low
Closed
30
Likewise the "quick start" guide, linked in from

N
the home page (both not logged in and logged in
variants)
N/A
N/A
CMC
DONE
Pass
Title is too small - use <h1>
Low
Closed
31
Widgets list page - only display the "not met key Y

widget" cross if the user has actually answered
the question
N/A
N/A
CMC
DONE
Pass
34
Widget Details page: remove or hide "Date Last

Modified", which isn't working properly anyway
(it changes the date last modified for all criteria
at the same time, even if I only modify one of
them)
N/A
N/A
CMC
DONE: Note we should either treat this Pass

problem though as a DR or else
remove date modified entirely i.e. from
database model as well etc
35
a.test:acute, req't 102 - criteria 1b, 2b and 2c are N

being (incorrectly) displayed as if they were
Level 3 Maintenance criteria - this is probably a
test data issue
N/A
N/A
CMC
Low priority:DONE wouldn't have

affected UAT anyway
Data removed from database script. Needs

re-instating.
11
2a
High
Mark the widget response as confirmed

complete
8
9
10
If I set the target level as exempt and

then click "Next" I get a system error
[logged in as XYZ ABC]

View a 3-stage assessment for an
organisation which has been baselined
but not performance updated
Pass
RJM
1a
3
4
1
Submit
Baseline/Performance
Update Warnings
Organisation
Admin
Receive warnings when

submitting baselines and
performance updates
Main
S132
S133
Can't Delete User
Beta Test Phase 1 Defects
Odds and Ends 2
Organisation
Admin, XYZ ABC
User
General User
General User
Not delete a user who is

referenced from various
other data within the
system
Main
See various defects/issues Main

resolved that appeared in
Beta Test Phase 1

and unrelated point
site
Main
3/15/2010
nili
Pass
3/15/2010
nili
Pass
There is *not* an option to unsubmit the baseline N
3/15/2010
nili
Pass
There is *not* an option to unsubmit the

performance update
3/15/2010
nili
Pass
There is an option to submit a baseline [no

change]
Pass
3/15/2010
nili
3/15/2010
nili
The system presents the following warning:

N
"Once you have submitted your Baseline you will
not be able to unsubmit it without contacting
us", with options to proceed or cancel
3/15/2010
nili
The system submits the baseline as per current

functionality [no change]
3/15/2010
nili
Pass
The system does not submit the baseline
3/15/2010
nili
Pass
There is an option to submit a performance

update [no change]
3/15/2010
nili
Pass
The option is labelled "submit performance

update", not just "performance update"
3/15/2010
nili
Pass
The system presents the following warning:

"Once you have submitted your Performance
Update you will not be able to unsubmit it
without contacting us", with options to proceed
or cancel
3/15/2010
nili
The system submits the performance update as

per current functionality [no change]
3/15/2010
nili
Pass
The system does not submit the performance

update
3/15/2010
nili
Pass
nili
Pass
N/A
Request to submit a baseline
6
7
Request to proceed
1
2
1
Request to cancel
Pass
Should the message be clearer about

who they might need to contact? (ie
who is the 'us' in the message)?
Pass
View my 3-stage assessment which is

ready to be performance updated
Request to submit a performance update
S130
The system unsubmits the performance update
4
5
1b.6a
There is an option to unsubmit the performance

update
The option is labelled "submit baseline", not just N

"baseline"
1b
Pass
View my 3-stage assessment which is

ready to be baselined
6a
Pass
nili
[logged in as an org admin]

View my 3-stage assessment which has
been performance updated but not
submitted
S129
nili
3/15/2010
[logged in as an org admin]

View my 3-stage assessment which has
been baselined but not performance
updated
2
1c
3/15/2010
Request to unsubmit the performance

update
4
1b
The system unsubmits the baseline

[logged in as XYZ ABC]
View a 3-stage assessment for an
organisation which has been
performance updated but not submitted
2
3
There is an option to unsubmit the baseline

Request to unsubmit the baseline
6
7
Request to proceed
1
2
Request to cancel
Request to edit details for a user
Should the message be clearer about

who they might need to contact? (ie
who is the 'us' in the message)?
Pass
The system validates that the user is related to

(or referenced from) any of the following data
items:
3
4
Widget.Owner
AssessmentCriterion. ModifiedUserId
N/A
N/A
4/6/2010
4/6/2010
AssessmentCriterionEvidence.
CustomCreatedUserId
N/A
4/6/2010
N/A
Not tested due to lack of time and low

priority
AssessmentCriterionEvidence. ModifiedUserId
N/A
4/6/2010
N/A

priority
AssessmentCriterionEvidenceUpload.
UploadedUserId
N/A
4/6/2010
N/A

priority
AssessmentCriterionImprovementAction.
CreatedUserID
N/A
4/6/2010
N/A

priority
AssessmentCriterionImprovementAction.
ModifiedUserID
N/A
4/6/2010
N/A

priority
10
AssessmentHistory.OrganisationUserID
N/A
4/6/2010
N/A

priority
11
AssessmentWidget.ExemptionGrantedBy
N/A
4/6/2010
N/A

priority
12
AssessmentWidgetScore.OrganisationUserID
N/A
4/6/2010
N/A

priority
13
BulkEmail. CreatedBy
N/A
4/6/2010
N/A

priority
14
BulkEmail. UpdatedBy
N/A
4/6/2010
N/A

priority
15
PQRAFOrganisationSubmitted.
SubmittedByUserId
N/A
4/6/2010
N/A

priority
16
System does *not* provide the option to delete

the user
N/A
4/6/2010
N/A

priority
Glossary terms are not matching e.g. Req 210

N/A
"information assets" - suspect it might be due to
differences in capitalisation
N/A
N/A
CMC
done
Pass
Evidence items truncated by commas e.g. req

210, 1b evidence.
Also, evidence for req 210 2b has two items
the second item text is actually part of the first
item text looks like a problem with comma
delimiters.
Also, speech marks around the evidence items
N/A
N/A
N/A
CMC
done
Pass
Evidence location has red cross even though

evidence not marked as obtained
Evidence Location does not have [select]
When I click Evidence Location pop-up arrow,
screen refreshes and no pop-up appears
Seems to work OK for custom evidence, so
maybe its a data problem (perhaps the publish
process?)
N/A
N/A
N/A
RIMA
done
Pass
When I click "Save" on the Widget Details page, I N/A

get "The page cannot be displayed"
N/A
N/A
RIMA
done
Pass
5
6
Widget PDFs not there

Need to link home page through to test script
when it's ready
N/A
N/A
N/A
N/A
N/A
N/A
CMC
CMC
done
done
Pass
Pass
Glossary PDF is out of date - suspect it has not

N/A
been correctly re-published (how can there even
be a PDF file in there if the glossary PDF publish
failed - is there a default PDF file in SourceSafe if so remove it because it hides the problem)
N/A
N/A
CMC
done
Pass
Defect fixes/enhancements to Home Page "At a

Glance" section as per S079
N/A
N/A
N/A
CMC
done
Pass
Knowledge Base section layout is wrong when

viewed in IE6 (tabs on left, content on right)
N/A
N/A
RIMA
done
Pass
10
Tooltips disappear off the RHS of the screen
N/A
N/A
N/A
CMC
done, also handles bottom of the [page Pass

as well a right hand side
11
Widget Details page: When you attempt to click

an attainment criterion tick box, the system
warns you that you need to enter evidence
details. Can you make it so that it also expands
the attainment criterion to make the evidence
visible?
4/26/2010
CMC
done
Pass
12
Widget Details page: When you attempt to click N

an attainment level tick box, can you make the
system warn you that you need to complete the
individual criteria (same text as for the context
help tooltip to the side - which is different for
each attainment level) Can you also make it so
that it expands the attainment level to make the
criteria visible (and because it is accordian style
you will need to collapse any other open
section)?
4/26/2010
CMC
done
Pass
13
Replace "TBCs" with real context help on the

Widget Details page (ref. context help file v2)
N/A
N/A
CMC
done
Pass
14
If I select an org type which has no widgets set

N
up, I get a server error. In the current live system
it just displays an empty list (e.g. For Dentists)
N/A
N/A
CMC
done
Pass
15
Tooltip for Current Level context help appears

behind Target Level drop down (IE6)
N/A
N/A
RIMA
done
Pass
16
Widget Details page - remove context help

criterionComments - no longer required
N/A
N/A
CMC
done
Pass
17
Assessment Summary page - in IE6, create or

N
delete an assessment - page content goes blank
and page header partially blanked out. Click
refresh and it's OK again
N/A
N/A
CMC
done
Pass
18
Widget Details page (when completing an

assessment) - NR option is displayed even
though NR isn't an option (it's OK on the readonly view)
N/A
N/A
CMC
done
Pass
19
When I float over a glossary definition,

N
sometimes I get: "Undefined - unable to get
definition from the server", and when I float over
it again a comple of seconds later I get the
correct definition. A timing issue perhaps? A
simple fix might be to change the message to
say "temporarily unavailable" or "loading, try
again in a few seconds"
N/A
N/A
CMC
done, I think. Found some issues with Pass

glossary terms which I think may have
ben causing the issue hard to be 100%
sure as problem only occurred
sporadically.
20
Evidence upload - this is not disabled but it

doesn't work properly. Needs disabling (as per
Duplicate Evidence)
N/A
N/A
RIMA
done
Pass
21
Created new acute org "acutest11" and user

"test"/"4testing", log in, create assessment then
nav to req 202. Attainment levels showing -1
instead of 1,2,3. Req 210 the same but Req 310
and 312 are OK
N/A
N/A
CMC
done
Pass
22
Req 312 - when I complete criteria 1a and 1b,

they are both ticked but AL1 is not ticked. Tried
Req 310 which is OK
N/A
N/A
CMC
done
Pass
23
Widget Details page, KB section - tab headers

should be Key Resources, Exemplar Materials,
Useful Websites, not Key Resources, Exemplar,
Exemplar Materials
N/A
N/A
CMC
done
Pass
24
When I navigate from one req't to another, the

attainment levels should always start out
collapsed (unlike the top-level sections, which
should be the same as the previous page).
N/A
N/A
CMC
done
Pass
25
Not logged in, navigate the req 210, observe 2x

material changes. Then click Next then Previous
and it says "no material changes"
N/A
N/A
CMC
done
Pass
A marked up glossary term which is a plural

N
matches against a glossary which is singular. For
example "Calditott Guardians" should match
"Caldicott Guardian" and "spies" should match
"spy"
CMC
done
Pass
Widget Details page (read only) - "Evidence

Required" as a bullet list (as per prototype)
instead of table
Context help to RHS of "Evidence Required:"

Y
when not logged in - to be same as per
"Evidence Required" column header when logged
in (see context help file v2 for details)
For better alignment of attainment levels,

Y
change the following CSS in igt.requireemnt.css:
"div.attainmentLevel div.attainmentLevelNumber
{float:left; width:41px; font-weight:bold; fontsize:1.5em; text-align:right; padding-right:4px;
line-height:80%}
"
10
On the Widgets List page, if the widget set is v7

or before, when I select a widget it should
display it using the "old style" Widget Details
page
4/6/2010
nili
4/26/2010
N/A
N/A
done
Pass
N/A
done
N/A
4/8/2010 N/A
done
Pass
done.
Pass
N/A

priority
One defect remaining (recorded against

S079) but is cosmetic
Test using SUO
Superseded
S135
Organisation Type Names
General User
See better, shorter names Main

for organisation types
11
Home page - logged in as XYZABC user - At A

Glance - don't display "start working on your
assessment" for ABC users
N/A
N/A
Done
N/A
13
Org type a.test:gp - req't 101 and 102 are

N
showing attainment levels of NR and -1. Might be
a test data issue, if so can you add suitable test
data (need to be able to test XYZs)
N/A
N/A
Done
Pass
16
The email address validator should allow

N
apostrophes (well, at least fay o'sullivan thinks
so). This applies to all screens which accept
email address input (I am hoping we use a single
validator in all cases)
N/A
N/A
Done. Problem was new areas of code Pass

i.e. Registration rewrite and Contact Us
didn't use existing email validation
17
A widget should only have a status of

N
"Answered" (aka "In Progress") if it actually has
an answer i.e. An attainment level, NR or EX. If
the user subsequently edits the widget response
such that there is no answer (e.g. Unticks "NR")
then the status should revert back to "Not
Answered" (aka "Not Started")
N/A
N/A
Done
Pass
18
On the Widget Details page, for the non

N
simplified interface, if all other conditions are
met, the Mark Complete and Confirm Complete
options should be available if the widget
response is "NR" or "EX" (not just if an
attainment level has been obtained). This should
be synonymous with a widget status of
"Answered".
N/A
N/A
Done
Pass
19
On the Assessment Summary page, for the

N
purposes of determining whether the various
Submit options (baseline, performance update
and final) should be available, a widget response
of "EX" should be considered as a valid answer to
a widget. Put another way, if all other conditions
for submittion are met, a widget response of
"EX" should not block the submission.
N/A
N/A
Done
Pass
20
Currently if you mark a widget as exempt if its a N

key widget when you go back to the widgets list
screen it shows the word Exempt but also shows
a red cross to indicate you havent met the
minimum level. This is wrong, no cross should
be displayed as per for widgets marked Not
Relevant.
N/A
N/A
Done
Pass
Request to view the Widgets Org

Chooser page
The org type names are as per "PQRT v8

Organisation Type Names v1.docx"
2/11/2010
nili
Pass
Org type names have not changed possibly due to migration script not
having run
The org type names in the Organisation Type

drop-down are as per "PQRT v8 Organisation
Type Names v1.docx"
2/11/2010
nili
Pass
As above
Note: the org type names appear elsewhere in

the system too but it is assumed that they are
always populated from the same source (in the
database) so this story does not explicitly check
each appearance
2/11/2010
nili
N/A
The system sends me an approval email (no

change)
4/22/2010
nili
Pass
The email includes the following amended

paragraph:
"Note that the PQR App assessment must be
completed annually whilst an organisation
continues to use XYZ Connecting For Health
systems and services such as N3. Each new
version of the PQR App assessment is usually
made available by 30th June and must be
submitted by 31st March in the following year."
4/22/2010
nili
Pass
There is an option to view another organisation's Y

Assessment Report
4/22/2010
CMC
Pass
The supplementary text is as per the prototype
4/22/2010
CMC
Pass
The system displays the Assessment Report Org

Chooser page
4/22/2010
CMC
Pass
The "Search" button is the default button i.e. It

fires if I hit Enter
CMC
Pass
The system displays the Assessment Report

Criteria page
4/22/2010
CMC
Pass
The system displays the organisation name
4/22/2010
CMC
Pass
10
There is an option to select an assessment to

Y
report on, including all *approved* assessments
in reverse date order - default latest assessment
(no change)
4/22/2010
CMC
Pass
11
The format of the assessment in the list is:

Y
Version <version number> (<start year>-<end
year>)"
4/22/2010
CMC
Pass
12
There is an option to compare with previous

Y
assessments, with a sub-option to select which
assessment to go back to (list of all assessments
except the most recent one, default is the lastbut one assessment)
4/29/2010
CMC
Pass
13
There is *not* an option to select the report

Y
breakdown (this is specified in a separate story S143)
4/22/2010
CMC
Pass
14
There is *not* an option to order the results

(initiatives are to be displayed in a fixed order 100s, 200s etc.)
4/22/2010
CMC
Pass
The system opens the report as an MS Excel

document (XLS format i.e. compatible with XL
97-2003)
4/22/2010
CMC
S141
S142
PQRT Release Cycle Info in Organisation

Approval Email Text
Admin
View Improved
Assessment Report
General User
Receive a message about Main

the PQRT release cycle as
part of the approval email
View an organisation's
Assessment Report with
various enhancements
Main
15
16
17
View Improved
Assessment Report (Own
Org)
General User
Assessment Report with
various enhancements
Main
Single quotes around 'Show Report'

please
Low
Closed
Pass
System error - Aspose licence not

installed
High
Closed
Pass
If I create a report XLS but don't close

Medium
it, then try to create another report, the
system brings the first report into focus
rather than opening a new report probably due to same filename. Maybe
we could add the current time to the
filename or some other unique suffix?
Search for and select an organisation

Request report
The report includes the organisation name
4/22/2010
CMC
Pass
The report includes the assessment version, start Y

year and end year.
4/22/2010
CMC
Pass
The report includes the date it was prepared on
4/22/2010
CMC
Pass
21
The report contains a table with a row of data for Y

the selected assessment
4/22/2010
CMC
Pass
22
If the user selected "compare with previous

assessments", the table contains a row of data
for the all assessments in the selected range
4/22/2010
CMC
Pass
23
24
The assessments are in reverse date order

For each assessment, the following data is
displayed:
6/24/2010
CMC
Pass
25
- Assessment version number, start date and end Y

date. Format: "Version 8 (2010-2011)", and in the
HTML version, use a non-breaking hyphen
(‑) to ensure the best layout
4/22/2010
CMC
Pass
26
- Overall Score (expressed as a percentage)
4/22/2010
CMC
Pass
27
The percentage scores take into account where a N/A

widget has been assessed as EX (i.e. Excluded
from score as per NR)
4/26/2010
CMC
Pass
28
29
- Grade, as follows:
- For a v7- assessment, this is the RAG status
calculated from the Overall Score (no change)
Y
Y
4/22/2010
4/22/2010
CMC
CMC
Pass
30
- For a v8+ assessment, this is "Satisfactory" or Y

"Not Satisfactory", as per Assessment Summary
page
4/22/2010
CMC
Pass
31
For a v7- assessment, the background colour of

the Grade matches the RAG status (no change,
but currently not working in sys test)
4/22/2010
CMC
Pass
32
For a v8+ assessment, the Grade is colour coded Y

- green for Satisfactory or Red for Not
Satisfactory
4/22/2010
CMC
Pass
34
There is a key to explain the Assessment Grade

(see prototype)
4/22/2010
CMC
Pass
35
The key includes v7 details if there are any v7 or Y

before assessments in the report
6/24/2010
CMC
Pass
36
The key includes v8 details if there are any v8 or Y

after assessments in the report
6/24/2010
CMC
Pass
Request to view reports
There is an option to view my own organisation's Y

Assessment Report
4/22/2010
CMC
Pass

Criteria page
4/22/2010
CMC
Pass
5
6
Proceed as per S142 except:

- the list of available assessments includes any
non-approved assessment as well as all
approved ones
4/22/2010
4/22/2010
CMC
CMC
Pass
Pass
- if the report includes a not-yet submitted

assessment, the report includes a "Stage
Column" which says "Final" for submitted
assessments and "Current" for non-submitted
assessments (see prototype example 2)
4/22/2010
CMC
Pass
For each assessment (in progress or approved)

there is an option to view a summary report
4/26/2010
CMC
Pass

Criteria page
4/26/2010
CMC
Pass
Proceed as per S142 except that the default

Y
assessment is the selected assessment from the
4/26/2010
CMC
Pass
There is an option to view another organisation's N

Assessment Report (no change)
4/22/2010
CMC
Pass
Request to view an Assessment Report

on my own organisation
Request to view my Assessment

Summary
Request to view a summary report for a

given assessment
Request to view reports as an XYZ ABC

user
Proceed as per S142 except:

- Allow in-progress assessments as per Main Flow N
above
Pass
CMC
Pass
Proceed as per S142 except allow in-progress

assessments as per Main Flow above if the
selected organisation is a trust within my EFG
area (same business rule as for PPR report)
4/22/2010
CMC
Pass

4/22/2010
CMC
Pass
Request to view reports as an GHJ user
CMC
4/22/2010
4/22/2010

Request to view reports as an EFG user
1d
N/A
20
1c
Closed
1b
I've updated the prototype - can you

Low
get the new heading/preamble wording
from there please
nili: re-formatted text
1a
Text OK but formatting bad. Needs

blank lines here & there and also there
are newlines where there shouldn't be
e.g. Between "31st" and "March"
Closed
19
Closed
Low
18
Closed
Have an XYZ ABC user approve my

submitted assessment
3
4
Medium
S143
Superseded
Closed
CMC:Was fixed as part of new approach

taken to get over other issues with the
Excel report opening
S144
View Improved
Assessment Report Breakdown by Attainment
Level
General User
Main
Assessment Report broken
down by attainment level
Select report criteria, including option to

show breakdown by attainment criteria
4
5
Organisation User View an organisation's

Assessment Report
including baseline,
performance update and
target scores
Main
Request report
View Improved
Assessment Report Breakdown by Initiative
General User
Main
down by initiative
View Improved
General User
Assessment Report Breakdown by Key Widget
Status
Main
down by key widget status
Create an HTML version of Main

the assessment report
4/22/2010
CMC
Pass
4/22/2010
CMC
Pass
- no. of reqts at level 0, 1, 2 and 3 (four separate Y

columns)
4/22/2010
CMC
Pass
- no. of reqts marked Not Relevant (column only

shown if any non-zero values in it)
4/22/2010
CMC
Pass
- no. of reqts marked Exempt (column only

shown if any non-zero values in it)
4/22/2010
CMC
Pass
- total no. of reqts
4/22/2010
CMC
Pass
There is an option to show Baseline and

Performance Update scores
4/22/2010
CMC
CMC:The role for this story is

Pass
organisation user but have made this
option avaialable to XYZ CfH and also
any parent organisation e.g. EFGs
viewing a Trust as this information is
available anyway from other reports so
for consistency feels like should be
accessible by these types of users here
as well
There is an option to show target scores
4/22/2010
CMC
CMC:Have made this option available

for XYZ CfH users as well just so that
support staff can view the report if
necessary
Pass
Make available for EFG and GHJ too
Medium
Closed
There is an option to show the date for each

reporting stage
4/22/2010
CMC
CMC:Permissions for this as for Step 2. Pass

Have also made this option only
selectable if the Baseline and
Performance Update scores are
selected as otherwise doesn't seem to
make sense, paticularly as we dont
display a stage column in all the
assessments are at the submitted
stage (see step 7 for S143 above)
Make available for EFG and GHJ too
Medium
Withdrawn CMC: It is available to parent EFG/GHJs not

sure why this has been raised
TH 12/7 - sorry, my mistake - withdrawn
- If I selected to show Baseline and Performance Y

Update scores, the report includes an extra row
of data for each Baseline or Performance Update
that has been "captured" for the displayed
assessments (this can be derived based on the
assessment status and whether the assessment
is subject to 3-stage reporting)
4/22/2010
CMC
Pass
- The data shown for the Baseline and PU stages N/A

is the data as it was at the date and time when
the Baseline or PU was performed (not as of the
official Baseline or PU date, which might be
different)
4/22/2010
CMC
Pass
10
If I selected to show target scores, the report

Y
includes an extra row for each assessment
showing target scores (but only if there is one or
more target score for the assessment)
4/22/2010
CMC
CMC:Although we expect either all or

Pass
no target scores to be set for an
assessment the application doesn't
enforce this so have to allow for only
partial targets set. Therefore if not all
targets set it includes the Not Yet
Answered column count for those
widgets not given a target. If we have
this for partially targeted assessments
do we not also want to display this
column if no targets set, it seems more
consistent that way.
11
If I selected to show the date for each reporting Y

stage, the report includes a column showing this
data for Baseline, Performance Update and
Current/Final data sets (note this is the official
stage date, not the date that the organisation
actually completed the stage)
4/22/2010
CMC
Pass
There is an option to show a breakdown by

initiative
4/22/2010
Alignment of text "Iniiative" - extra

space on LHS
Low
Closed
- the whole table of data in the report is repeated Y

once per initiative
4/22/2010
CMC
Pass
- the initiative name is shown as the overall

header for the table
4/22/2010
CMC
Pass
- the initiatives are displayed in the following

order:
- Information Governance Management
- Confidentiality and Data Protection Assurance
- Information Security Assurance
- Clinical Information Assurance
- Secondary Use Assurance
- Corporate Information Assurance
4/22/2010
CMC
Pass
Appear to be alphabetically ordered (in Low

sys test) - this is probably due to the
test data not having the correct order
plumbed in, cos it seems OK for v8 data
Closed
- the overall totals (i.e. Across all initiatives) are

shown last, with a heading of "Overall"
In order for the report to look tidy, if

Low
any of the initiatives include a "Not Yet
Answered", "NR" or "EX" column, then
you should include these columns in all
tables so it all lines up nicely and so the
Grade column is always in the same
place (otherwise it's not always wide
enough)
Closed
Closed
This story extends S142 - branch from

S142 after step 15

Request report
The report includes the following additional data
(see prototype example 3):

S142 after step 15
Select report criteria, including the

option to show a breakdown by initiative
4
5
Request report
Pass
The report includes the following additional data

(see prototype example 4):
4/22/2010
CMC
Pass
- the set of initiatives used is the superset of all N

initiatives across all assessments included in the
report
4/22/2010
CMC
Pass
- a given assessment is only included under a

N
given initiative if it includes one or more widgets
from the initiative
4/22/2010
CMC
Pass
- the data within each initaitve table is

(obviously) based only on widgets belonging to
that initiative
4/22/2010
CMC
Pass
There is an option to show a breakdown by key

widget status
4/26/2010
CMC
Select report criteria, including option to

show breakdown by key widget status
4
5
Request report
CMC:Note wasn't sure if Key Widgets

applied to target scores as prototype
didn't make this clear have assumed
they do. Have also assumed a key
widget will never be marked Not
Relevant or Exempt and thus if one
were to me marked as such it would
currently appear as Not Met.
Pass
The report includes the following additional

columns (see prototype example 5):
- no. of key widgets not yet answered (only

shown if it contains any non-zero values)
4/26/2010
CMC
Pass
- no. of key widgets not achieved "pass"

attainment level (generally level 2)
4/26/2010
CMC
Pass
- no. of key widgets achieved "pass" attainment

level (generally level 2)
4/26/2010
CMC
Pass
NR or EX should be treated as Key

Widget Met
Fail
In order for the report to look tidy, if

Low
any of the initiatives include a "Key
Req'ts Not Yet Answered" column, then
you should include this columns in all
tables so it all lines up nicely and so the
Grade column is always in the same
place (otherwise it's not always wide
enough)
Raised
Medium
- total no. of key widgets
4/26/2010
CMC
Pass
The system displays the report in HTML format

on the same page, below the report criteria
4/26/2010
CMC
Pass
The content and layout of the HTML format

Y
report are as per the XL report (ref. stories S142S146, S152 and also see the prototype)
4/26/2010
CMC
Pass
Include <h2> tage Report Results as

per prototype
Low
Closed
Pass
Remove date prepared - I know

someone might print out the report so
the date might be useful but it just
looks a bit weird on an online report
with the criteria at the top
Low
Closed
Pass
Table format - change all table styles

from "listing" to "simple"
Low
Closed
Pass
Button to create XL: change label to

"Export Report (MS Excel) - with a
tooltip "Click to export the report to
Microsoft Excel (XLS format)"
Low
Closed
Pass
Use classes "RAGRed", "RAGAmber"

and "RAGGreen" for the RAG/grade
colours (see prototype)
Low
Closed
Pass
Don't put the report within a scrollable

frame (the prototype seems OK re. the
table going off the RHS of the page)
Low
Closed
Pass
Put an <hr> before "Report Results" (as Low

per prototype)
Closed
Pass
You have a empty <tr> at the end of

Low
the report table which is showing up as
an extra horizontal black line
Closed
Pass
You are not using the "odd" and "even" Low

classes to set the background colours
for alternate rows in the table - instead
you have a black border separator. Note
that all rows for a gve version should be
the same bg colour (see. Prototype
example 3]
Closed
This story extends S142 by first

displaying an HTML version of the report
and then allowing the user to create an
XL version if they wish
Branch from S142 Main Flow at step 16

(request report)
Pass
You have black borders hard-coded in

as HTML styles - remove them
Low
Closed
There is a context help to explain the

Assessment Grade (HTML version only)
4/22/2010
CMC
Pass
Context help link not there
Low
Closed
There is an option to drill down on each *current* Y

or *final* score (by initiative or overall)
4/26/2010
CMC
Pass
4/26/2010
CMC
Pass
Tested target but not stages
CMC
Pass
When clicked "back to Assessment

High
Report" got a system error (specifically
if no previous assessment to report on)
7
8
9
Was a data issue but only for the test i.e.

Acute:Test and Gp:Test org types was
missing the ordering in the test data script

S142 after step 15
9
View Improved
General User
Assessment Report - HTML
Version
There is an option to show a breakdown by

attainment level
- no of reqts not yet answered (column only

shown if there are any non-zero values in it)
S147
Pass
The report includes the following additional

columns (see prototype example 3):
S152
CMC
5
6
7
S146
4/22/2010
10
View Improved
Assessment Report Stages and Targets

S142 after step 15
S145
Proceed as per S142 except allow in-progress

assessments as per Main Flow above if the
selected organisation is a XYZ, thingy or Prison
Health Unit within my EFG area (same business
rule as for PPR report)
There is *not* an option to drill down on stage or Y

target scores
Request to drill down on one of the
scores
The system displays the Widgets List page for
the selected assessment (no change)
N/A
Closed
Content is being cut off at the RHS due to

overflow:hidden in IE6.css
7a
10
If I selected a drill down on a given initiative, the N

system only displays the results for that initiative
(no change)
CMC
Pass
11
The system does not display the widget status

N
(currently displays it for "overall results"
drilldown but not for a single initiative drilldown)
4/26/2010
CMC
Pass
12
The system does not display widget owners
4/26/2010
CMC
Pass
The widget status *is* displayed

Y
The widget owners *are* shown (but only if there Y
actually are any widget owners)
4/26/2010
4/26/2010
CMC
CMC
Pass
Pass
The widget status *is* displayed

Y
The widget owners *are* shown (but only if there Y
actually are any widget owners)
4/26/2010
4/26/2010
CMC
CMC
Pass
Pass
If the report include a breakdown by attainment

level, there is an option to drill down on
individual attainment level counts (for current,
final and target scores)
4/29/2010
If the report include a breakdown by key widget

status, there is an option to drill down on
individual attainment level counts (for current,
final and target scores)
4/29/2010
The system displays the Widgets List page for

the selected assessment
4/29/2010
The list includes the subset of widgets that were N

included in the selected widget count. For
example, if the user clicked on Target/Level 3,
the system displays just those widgets with a
target of level 3.
4/29/2010
The system displays the Individual PPR page (no N

change)
4/22/2010
nili
Pass
For each widget, there is a "Details" link (instead N

of the "Guidance" link for v7- widgets (if it's
easier, you can change the v7- link to "Details"
too))
4/22/2010
nili
Pass
It says "Guidance" for v8+ and

Low
"Details" for v7-...the wrong way round!
Closed
The system displays the widget PDF document

for the selected assessment version, org type
and widget number.
4/22/2010
nili
Pass
URL is
High
"https://www.igt.connectingforhealth.nh
s.uk/PQRTTest/UserControls/" with no
document name
Closed
The system displays the Individual PPR page
4/22/2010
nili
Pass
For each widget, there is a "Guidance" or

"Details" link
4/22/2010
nili
Pass
The system displays the widget guidance (MS

Word) document for the selected assessment
version, org type and widget number.
4/22/2010
nili
Pass
URL is
High
s.uk/PQRTTest/WidgetDocuments/"
whereas in live it is something like
s.uk/Guidance/PQRM_Acute_101_V7%2
009-03-24.doc"
Closed
The table is displayed and the formatting is as

per the RATty preview
4/26/2010
Pass
Bullet lists in tables (e.g. Reqt 101 in

UAT):
- less white space before, after and
between each para
- indent the bullets a bit
Closed
The table is displayed and the formatting is as

per the RATty preview
4/26/2010
Pass
The main heading is displayed and the

formatting is as per the RATty preview
4/26/2010
Pass
The main heading is displayed and the

formatting is as per the RATty preview
4/26/2010
Pass
The hyperlink is displayed and the formatting is

as per the RATty preview
4/29/2010
Pass
The hyperlink is displayed and the formatting is

as per the RATty preview
4/29/2010
Pass
The total score calculation takes into account any N

exemptions that the widget has been granted on
individual widgets (they are treated the same as
"not relevant"
4/26/2010
nili
Pass

"not relevant"
4/26/2010
nili
Pass

"not relevant"
4/26/2010
nili
Pass
There is not an option to submit my assessment
4/26/2010
nili
Pass
There *is* an option to submit my assessment
4/26/2010
nili
Pass
The system submits my assessment as per

current
4/26/2010
nili
Pass
The widget is "locked out" - all the fields are

disabled read-only
4/26/2010
nili
Pass
The system unsubmits my assessment as per

current
4/26/2010
nili
Pass
The widget is no longer "locked out" - all the

fields are disabled read-only
4/26/2010
nili
Pass
The system updates the status of the widget

response to "In Progress"
N/A
Pass
The widget status is shown as "In Progress"
N/A
Pass
The Attainment Level is shown as "Exempt"
N/A
Pass
12
The widget status is shown as "In Progress"
N/A
Pass
13
The Attainment Level is shown as "Exempt"
N/A
Pass
There is an option to submit a Baseline
N/A
Pass

scores for my own organisation
2
3
7b

scores as an XYZABC user
2
3
S162
View Improved
Assessment Report - Drill
Down on Breakdown
General User
Drill down into the details

of an assessment report
for specific breakdown
figures (e.g. Key widgets
met/not met)
Main
S150
View Widget from

Performance Progress
Report
Organisation User View the correct

Main
"guidance" document from
the Performance Progress
Report for a v8+
assessment
Branch from S147 Main Flow after step 6
Request to drill down on an individual

widget count
Request to view an (individual) PPR for a

specific organisation and v8+
assessment (either directly from reports
or via a multiple org PPR)
Select the "Details" link for a specific

widget
1a
Request to view an (individual) PPR for a

specific organisation and v7+
assessment (either directly from reports
or via a multiple org PPR)
2
3
4
Select the "Details" link for a specific

widget
S153

Table
General User
View a (v8+) widget with a Main

table within the guidance
text
Add a table into a (v8+) widget using

RATty using the RATML <table> format
(as specified in LDM v5)
Preview the widget in RATty in both

HTML and PDF format
3
4
Publish the widget to PQRT

View the widget in PQRT in HTML format

Main Heading
General User

main heading within the
guidance text
Add a main heading into a (v8+) widget

using RATty using the RATML <mh>
format (as specified in LDM v5)

HTML and PDF format
3
4

5
6
View the widget in PQRT in PDF format
S157

Hyperlink
General User

hyperlink within any
RATML field
Add a hyperlink into a (v8+) widget

using RATty using the RATML <a>
format (as specified in LDM v5)

HTML and PDF format
3
4

5
6
S155
Incorporate Exemptions
into Report Scores
General User
Have the system take

Main
exemptions into account
when calculating overall %
scores
Request to view a Performance Progress

Report (Multiple)
3
4
Request to export to CSV
Request to view a Performance Progress

Report (Individual)
S156
Submit Assessment
(Simplified Interface)
Org User
Submit my (v8+)
assessment once I have
entered a score for each
widget
Main
I have an assessment where I have not

got an "answer" for all widgets (an
"answer" is an attainment level, NR or
EX)
Request to view the assessment

summary page
3
4
Complete my assessment such that I

have an "answer" for all requierements
Request to view the assessment

summary page
6
7
8
Request to submit my assessment
10

assessment
11
12
As an XYZ ABC user, request to

unsubmit the assessment
13
14

assessment
15
S158
View Exemption in Widgets Org User

List
View the fact that I have

been exempt from a
widget in the widgets list
Main
Log in as XYZ ABC
Locate a (v8+) assessment for any

organisation
Browse to a specific widget for which

"not relevant" is *not* an option
4
5
6
Mark the widget as exempt

Save my changes
7
8
Return to the Widgets List page
9
10
Log in as an org user for the amended

organisation
11
Go to the Widgets List page for the same

assessment
14
15
Answer all other widgets at level 0

Go to the assessment summary page
16
S159
View Assessment as an
XYZ ABC User
XYZ ABC User
assessment details as an
XYZ ABC user, with the
relevant fields visible but
read-only
Main
Low
S154
N/A
Request to view a (v8+) assessment for

a specific organisation (one which has
widgets owners set up)
Request to view the details of a specific

widget
The attainment level tickboxes are visible and

N
correctly set, but disabled (greyed out to make it
clear that this data is read-only to a ABC user)
4/29/2010
Pass
This includes the NR tickbox where appropriate
4/29/2010
Pass
The attainment criteria tickboxes are visible and

correctly set, but disabled
4/29/2010
Pass
Attainment criterion comments are displayed

read-only
4/29/2010
Pass
The total % score is also excluding "not High

answered" widgets from the calc
instead of treating them as Attainment
Level 0 - the correct formula is being
used on the Assessment Summary
page so it might be worth trying to
hook into the same code
Closed
Need an example in test data.
S160
View Assessment as a
General User
General User
assessment details as a
General user, with the
read-only
Main
The evidence details are visible but read-only

(including location and comments pop-ups)
4/29/2010
Pass
There is *not* an option to add new evidence
4/29/2010
Pass
The action details are visible but read-only

(including location and comments pop-ups)
4/29/2010
Pass
10
There is *not* an option to add an improvement

action
4/29/2010
Pass
The attainment level tickboxes are visible and

N
correctly set, but disabled (greyed out to make it
clear that this data is read-only to a general
user)
4/29/2010
Request to view a (v8+) assessment for


widget
S165
View Assessment as a
General User (Mark 2)
General User
assessment details as a
General user, with the
read-only
Main
Closed
See defect above
Low
Closed
Fail
NR tickbox shown but level 0-3

tickboxes not shown
Low
Raised
Pass
Version 8 assessment (approved), org

a.test:acute - got system error
High
Closed
This includes the NR and EX tickboxes where

appropriate
The attainment criteria tickboxes are visible and

correctly set, but disabled
N/A
N/A
Superseded by S165
None of the detail below each attainment

criterion is displayed (and there is no expander
because there is nothing to expand) - NOTE: if
this is tricky to code we could look at simpler
alternatives e.g. Display evidence list and
evidence obtained but nothing else
N/A
N/A
Superseded by S165
The past level is not shown (including the label)
4/29/2010
Pass
The target level and date are not shown

(including the labels)
4/29/2010
Pass
The widget complete and confirmed fields are

not shown (including the labels)
4/29/2010
Pass
None of the detail below each attainment level is N

displayed (and there is no expander because
there is nothing to expand) - NOTE: if this is
tricky to code we could look at simpler
alternatives e.g. Display evidence list and
evidence obtained but nothing else
4/29/2010
RJM
Fail
Attainment criteria are shown - there

should be no expanders against the
attainment levels
Low
Raised
This includes EX - a general user should not be

able to view the reason for exemption
4/29/2010
RJM
Fail
The data is not shown but the expander Low

is there - remove it if the user is not
entitled to see the details
Raised
The system asks me to confirm that it is OK to

lose my changes
4/29/2010
Pass
The system displays the Widgets List page

(without persisting my changes)
4/29/2010
Pass
The system remains on the Widget Details page
4/29/2010
Pass
My amendments remain in place
4/29/2010
Pass
4/29/2010
Pass
4/29/2010
Pass
The system displays the "Forgotten User Details" Y

page
5/6/2010
nili
Pass
There is an option to receive a reminder of my

user details by email, including an input field for
my email address and a sub-option to have my
password reset.
5/6/2010
nili
Pass
The system validates that there is a uniquely

matching active account for the specified email
address
5/6/2010
nili
Pass
If I type my email address and hit

Medium
"Enter", it doesn't fire the "Remind Me"
button (the page refreshes but nothing
else)
Closed
The system sends me a reminder email

containing my org code and user ID (see
5/6/2010
nili
Pass
Can you put in some blank lines to

Low
make the email easier to read e.g. After
"Dear PQR App user"
Closed
The email is from the standard "DONOTREPLY"

PQRT email address
The system validates that I requested a

password reset
5/6/2010
nili
Pass
9
10
The system resets my password

The system sends me an email containing my
new password (see prototype for wording)
Y
Y
5/6/2010
5/6/2010
nili
nili
Pass
Pass
Can you put in some blank lines to

Low
make the email easier to read e.g. After
"Dear PQR App user"
Closed
11
The email is from the standard "DONOTREPLY"

PQRT email address
12
The system tells me that it has sent me a

reminder email
5/6/2010
nili
Pass
13
If I requested a password reset, the system tells

me it has reset my password and sent it in a
separate email
5/6/2010
nili
Pass
14
The system tells me how to log on (including a

link to the home page)
5/6/2010
nili
Pass
The system tells me this and provides a link to

the "contact us" page
5/6/2010
nili
Pass
Can you top justify the error test with

Low
the error icon (use <div
class="infoMessage"> which sorts it for
free and also gives you the icon
Closed
The system tells me this and provides a link to

the "contact us" page
5/6/2010
nili
Pass
Can you top justify the error test with

Low
the error icon (use <div
class="infoMessage"> which sorts it for
free and also gives you the icon
Closed
Skip to Main Flow step 12
5/6/2010
nili
Pass
The top-level sections are initiailly collapsed
5/6/2010
RJM
done
Pass
WITHDRAWN: When I move to a new widget the N

top levels are also initially collapsed (the system
does not remember how I left them)
The Attainment Levels section is after the

Guidance section
5/6/2010
RJM
done
Pass
The tables within the KB section do not have a

Y
table heading which repeats the name on the tab
(e.g. "Key Resources")
5/6/2010
RJM
done
Pass
The tables within the KB section do not have

rounded corners (see prototype)
5/6/2010
RJM
done
Pass
If there are no widget changes to display, the

system displays the text: "There are no material
changes since the last major version of this
widget." instead of just "There are no material
changes."
5/6/2010
RJM
done
Pass
The attainment levels expand and collapse

normally rather than in "accordion" style
5/6/2010
RJM
done
Pass
The attainment criteria expand and collapse

normally rather than in "accordion" style
5/6/2010
RJM
done
Pass
10
The attainment criterion ID for Level 3

Maintenance criteria is displayed instead of the
word "Maint"
5/6/2010
RJM
TH: RJM says no change required
Pass
11
For Level 3 maintenance criteria, the phrase

"[Only required if Attainment Level 3 was
achieved in the previous assessment]" appears
above the criterion description instead of below
5/6/2010
RJM
done
Pass
12
The width of the attainment criterion ID div has

narrowed (because its contents have narrowed,
since e.g. "1a" is now just "a" and "Main" is now
just e.g. "c")
Specifically, style "attainmentCriterionNumber"
is 53px wide instead of 56 and
"attainmentCriterionDescription" is 586px wide
instead of 583px
5/6/2010
RJM
done
Pass
13
There is a sentence below the Attainment Levels Y

heading indicating that the attainment levels are
cumulative
5/6/2010
RJM
done
Pass
14
There is a sentence within each attainment level Y

(1-3) indicating that all criteria must be satisfied
5/6/2010
RJM
done
Pass
15
If evidence provision is mandatory for the current Y

org type, the evidence heading reads "The
following evidence must <strong>all</strong>
be obtained:" (currently "<strong>Evidence
Required:</strong>)
5/6/2010
RJM
done
Pass
When not logged in, the system

Medium
displays a blank line followed by bullets
Closed
Pass
The bullets are too far indented relative Low

to the new pre-bullet staement. On the
prototype I have the bluuets less
indented but an alternative would be to
indent the pre-bullet statement if you
think it looks better that way
Closed
Pass
When not logged in, Can't get through

to the widget details page as there is
no link from the widgets list page! (the
"Action" column has disappeared!
Closed
Text showing is "The following evidence Medium

must all be obtained"
4/29/2010
There is a pencil icon agains the

Low
comments column - I can't edit the
comments but the icon shouldn't be
there. Likewise action owner and there
is also a calendar icon for the action
date
TH 16/6 as discussed, change back to a
pencil icon but hide the pencil if the
comments field is shorter than 30 chars
Pass
This story is an amendment to S160
2 Request to view a (v8+) assessment for

3
S161
Receive Dirty Flag Warning Org User

for Widget
Receive a warning if I
attempt to leave the
Widget Details page
without saving my
changes
Main
5a

widget
View a specific (v8+) widget within the

context of an in-progress assessment
2
3
4
Amend any data on the page

Request to Cancel my edits
5
6
Confirm
1
2
Cancel the cancel (!)
3a
3
1
3b
2
1
Navigate to any other page by clicking a

link on the page (e.g. Contact Us)
Navigate to any other page by explicitly

typing a URL
2
S103
Look & Feel - Forgotten

User Details
General User
Get help with forgotten

user details (org code,
user ID, password)
Main
5a
From the home page (not logged in),

indicate that I have forgotten my user
details
Enter details and request a password

reminder
Widget Details Page

Enhancements
General User
See various
enhancements as
suggested during Beta
Test Phase 1
N/A
Pass
There are multiple matching active

accounts for the specified email address
S166
Pass
There is no matching active account for

the specified email address
5b
N/A
8a
1
2
Password reset not requested
Main
View the Widget Details page for a (v8+)

widget
N/A
16
If evidence provision is optional for the current

N
org type, the evidence heading reads "The
following evidence should <strong>all</strong>
be obtained (recommended but not mandatory):"
(currently "<strong>Evidence
Required:</strong>)
5/6/2010
RJM
done
Pass
17
The context help next to "Evidence Required:" is Y

no longer needed and can be removed.
5/6/2010
RJM
done
Pass
18
The Print and Download buttons appear at the

bottom of the page as well as at the top
5/6/2010
RJM
done
N/A
Superseded by later widget
19
20
The print button is labelled "Print (PDF)

The tooltip for the print button is "View a
printable (PDF) version of this widget"
Y
Y
5/6/2010
5/6/2010
RJM
RJM
done
done
N/A
Pass
Superseded by later widget
21
The Cancel button is always available, not just

once changes have been made to the response
RJM
done
Pass
22
The expander icon is used for the evidence

Y
location and evidence details pop-ups (instead of
the "down arrow" icon)
RJM
done
Pass
23
The key icon in the widget header panel (if

present) has style "vertical-align:middle" which
gives a good compromise between it poking out
the top too much versus too big a gap between
first and second line of text
N/A
RJM
done
Pass
24
The "expand all/collapse all" icons are top-aligned Y
N/A
RJM
done
Pass
N/A
5/24/2010
High
Closed
1a
1b
S183
S167
S168
Widget Details Page

Callouts
Organisation User See "help" callouts on the Main

widget details page
Widget PDF Enhancements General User
View Widget PDF Variants
General User
See various
enhancements as
Test Phase 1
Be able to select from

three variants of the
widget PDF
Main
Main
25
The "missing information" icon in the Location

column, and in various places on the Evidence
Location pop-up, is as per the prototype.
5/24/2010
RJM
done
Pass
26
The training tool boilerplate text (first para) says Y

"The Information Governance Policy team within
the Department of Health (DH) has developed an
Information Governance Training Tool (PQRTT)."
5/17/2010
RJM
done
Pass
27
28
(defect) Section expanders aren't working!

Glossary terms within attainment levels have
dashed underlines (currently they are green but
with no underline)
N/A
N/A
RJM
RJM
done
done
Pass
Pass
29
The "expand all", "collapse all", "print" and

"download" buttons are links
(style/wording/position as per prototype). The
tooltips are still in place for them. Note that the
download button only appears for logged in
users.
5/24/2010
The attainment level tick boxes are not greyed

out
5/6/2010
RJM
done
Pass
The attainment criterion tick boxes are not

greyed out
5/6/2010
RJM
done
Pass
If I attempt to click on the "Current Level" field, I N

get a (pop-up) warning saying, "You cannot enter
the Current Level yourself. The system calculates
it automatically based on the data you enter in
the table above."
5/6/2010
RJM
done
Pass
If I attempt to mark an attainment criterion as

N
achieved (and evidence provision is mandatory),
the message displayed is the same as the
context help text i.e. "You cannot tick this box
yourself. The system ticks it automatically once
you have obtained all required evidence and
either uploaded it or otherwise fully specified its
location."
5/6/2010
RJM
done
Pass
If evidence provision is mandatory for the current Y

org type, there is a sentence within each
criterion indicating that all of the stated evidence
items must be obtained
5/6/2010
RJM
done
Pass
If evidence provision is optional for the current

org type, there is a sentence within each
criterion saying "The following evidence should
<strong>all</strong> be obtained
(recommended but not mandatory):"
5/6/2010
RJM
done
Pass
The evidence comments column is renamed as

"Details"
5/6/2010
RJM
done
Pass
If the assessment is in progress and this is not

the last widget, the "Next" button is yellow
5/11/2010
RJM
done
Pass
10
If the assessment is in progress and this *is* the

last widget, the "Done" button is yellow
5/11/2010
RJM
done
Pass
11
"Add Improvement Action" link - change to "Add

an action"
RJM
done
Pass
The various tick boxes are read-only but not

greyed out
5/6/2010
RJM
done
Pass
If I click any of the tick boxes I do not get a

warning message about not being able to tick
the box
5/6/2010
RJM
done
Pass
If I click in the Current Level box I do not get a

warning about not being able to enter the
current level
5/6/2010
RJM
done
Pass
When I first view the page, there is a callout (or Y

other device) drawing my attention to the first
expander explaining what it does e.g. "To see the
details for each section, click on the expander
icon:". The callout has an option to close and an
option to "don't show me this again"
5/6/2010
RJM
done
Pass
When a glossary term is first visible, there is a

Y
callout (or other device) drawing my attention to
the first glossary term explaining what it does
e.g. "<p>To see a definition of this term, hover
your mouse pointer over it.</p>
<p>To view the Glossary in full, click on it.</p>".
The callout has an option to close and an option
to "don't show me this again"
5/6/2010
RJM
done. Not possible to show on load

becuase the terms are hidden in
expandable divs.
N/A
When I first view the page, there is a callout (or

other device) drawing my attention to the
Attainment Levels section explaining what it
does e.g. "Expand this section to enter or edit
your answer to this widget.". The callout has an
option to close and an option to "don't show me
this again"
5/6/2010
RJM
done
Pass
When I mark an evidence item as obtained, and Y

the evidence location is not fully specified, the
system displays a red cross in the evidence
location field (no change) and also displays a
call-out to explain what the red cross means. The
call-out includes a "close" option and a "don't
show me this again" option
5/6/2010
RJM
done
Pass
The attainment criterion ID for Level 3

Maintenance criteria is displayed instead of the
word "Maint"
5/6/2010
done
Pass
For Level 3 maintenance criteria, the phrase

"[Only required if Attainment Level 3 was
achieved in the previous assessment]" appears
above the criterion description instead of below
5/6/2010
done
Pass
The width of the attainment criterion ID div has

narrowed (because its contents have narrowed,
since e.g. "1a" is now just "a" and "Main" is now
just e.g. "C")
5/6/2010
done
Pass
Individual table cells within attainment levels are N

not split across a page
5/6/2010
done
Pass
Section headings are not split from the first

paragraph below them
5/6/2010
done
Pass
Long tables split across multiple pages (currently N

expanding into the footer)
5/6/2010
done
Pass
The page footer is lower down, providing more

space on the page
5/6/2010
done
Pass
Keep table header with at least the first table row N
5/6/2010
done
Pass
10
Widget booklets - start each widget on a new

odd page
5/24/2010
done
Pass
11
Check booklet footer to make sure version

number and org type appearing
N/A
done
Pass
12
Numbered paragraphs - first line correctly aligned Y
N/A
done
Pass
13
Special characters (e.g. Left and right hand

quotes) are correctly displayed in all fields
N/A
N/A
done
Pass
The system displays a pop-up asking "Please

select an option:" then three radio buttons: "Full
widget", "Guidance only", "Attainment
levels/checklist only".
5/6/2010
The system displays the full widget variant of the N

widget PDF
5/6/2010
The system displays the "guidance only" variant

of the widget PDF (note, this may require some
enhancements to the publish process)
5/6/2010
The system displays the "attainment levels only" N

variant of the widget PDF (note, this may require
some enhancements to the publish process)
5/6/2010
3b
Contact Us Page Mark 2
General User
See various
enhancements as
Test Phase 1
Main
Registration Mark 2
General User
See various
enhancements as
Test Phase 1
Main
Select the "Full widget" option
Select the "Guidance only" option
Select the "Attainment levels/checklist

only" option
View the "Contact Us" page
5/11/2010
Des
Pass
The headings "Contact us Online and Contact us Y

by Phone" have a capital "U" for "Us"
5/11/2010
Des
Pass
The label "Email me a Copy of my Enquiry" has a Y

capital "E" on "Enquiry"
5/11/2010
Des
Pass
5
6
The SLA text is as per the prototype

Y
The required field markers are a bit bigger
Y
(1.2em) and there is an explanation of what they
mean at the bottom of the blue box (see
prototype)
5/24/2010
5/11/2010
Des
Des
Pass
Pass
There is an option to specify my Organisation

Name (not mandatory, default blank)
5/11/2010
Des
Pass
There is an option to specify my Organisation

Code (not mandatory, default blank)
5/11/2010
Des
Pass
If I am logged in, both the above fields are prepopulated
5/11/2010
Des
Pass
The email subject line says "PQR App", not

"PQRT" and is suffixed with "query"
5/11/2010
Des
Des
Pass
The email includes the org name and org code

specified
5/11/2010
Des
Pass
2
3
The system displays Register Step 1

There is *not* a link through to the ODS Online
Enquiries facility
Y
Y
5/11/2010
5/6/2010
Des
Des
Pass
Pass
The last para says if I don't know the above

Y
information the contact us, with a link through to
the Contact Us page
5/6/2010
Des
Pass
There is a (gray) "Contact Us" button after the

Next button which also goes to the Contact Us
page
Des
Pass
The "Next" button is yellow
5/11/2010
Des
Pass

The "Next" button is yellow
Y
Y
5/11/2010
5/11/2010
Des
Des
Pass
Pass
The system displays Register Step 3 (see

prototype "register_3b.html"
5/11/2010
Des
Pass
12
The system tells me that it cannot provide

contact details for the local admin for security
reasons
5/11/2010
Des
Pass
13
There is a (yellow) "Contact Us" button after the

page
5/11/2010
Des
Pass
2
3

The system tells me that it didn't recognise the
org code (see prototype "register_2b.html")
Y
Y
5/11/2010
5/11/2010
Des
Des
Pass
Pass
The system gives me options to go back or

contact us (hyperlink to Contact Us page)
5/11/2010
Des
Pass

page
5/11/2010
Des
Pass
There is no "Next" button
5/11/2010
Des
Pass
5/11/2010
Des
Pass
8
9
10
11
6b
6
1
Closed
The sentence "It is not mandatory to

enter details for the criteria but it is
recommended" below the attainment
level needs to be the same as for
"evidence provision mandatory" i.e.
"The following criteria must all be
satisfied:"
Low
Closed
If I am looking at the widget not within

the context of an assessment, there
should be no yellow button (neither
"Next" nor "Done")
Low
Closed
CMC:Dont think it could have been

putting this in at all as the XML was
missing the maintenanceCriteria
element
Closed
Des
The wording of the "Contact Us by phone"

section has changed (as per prototype)
6
7
6a
N/A
Text is still "You cannot directly mark an Low

attainment criteria as achieved. Please
use the criteria section to enter
evidence for the criteria"
Request to print a (v8+) widget
Click Submit
12
S170
Closed
View the PDF version of a (v8+) widget
1
2
10
11
Low

widget within the context of an
assessment
3
4
The spacing around the bar separators

is inconsistent - in some places you
have double spaces and in others you
have single spaces

assessment, as a ABC user or as a user
from another org
S169
Pass

assessment
3a
N/A
N/A
Wording doesn't match prototype
Low
Closed
Des 20/05 - Fixed
Button should be gray not yellow
Low
Pass
Des 24/05 - Fixed
Request to register an account
Enter an org code for an org which

already has an administrator
Click "Next"
Enter an unknown org code and click

"Next"
Enter org name keywords which won't

generate a unique match and click
"Next"
6c
Home Page Mark 2
General User
See various
enhancements as
Test Phase 1
Main
Assessment Summary
Mark 2
Organisation User See various

enhancements as
Test Phase 1
Main
5/11/2010
Des
Pass
5/11/2010
Des
Pass

page
5/11/2010
Des
Pass
There is no "Next" button
5/11/2010
Des
Pass
The system displays a validation error telling me N

I must enter one or the other
5/11/2010
Des
Pass
Des
2
3
The log in button is yellow

The "Register Now" button is labelled "Register"
(less emphasis on ability to do it right now)
Y
Y
5/11/2010
5/11/2010
Des
Des
Pass
Pass
4
5
The register button is yellow

The context help icon for "Organisation Code" is
just one space away from the field (currently
there is a gap which is taken up by a hidden
mandaotry field marker but there is another
defect elsewhere to get rid of this)
Y
Y
5/11/2010
Des
Des
Pass
Pass
The "At a Glance" section includes a "User

Details" table containing the followiong data:
5/11/2010
Des
Des
Pass
8
9
10
11
12
- user name
- organisation name
- user email address
- user phone number
- last log in
Y
Y
Y
Y
Y
5/11/2010
5/11/2010
5/11/2010
5/11/2010
5/11/2010
Des
Des
Des
Des
Pass
Pass
Pass
Pass
Pass
12
Below the table there is an option to update my

user details (links through to the "update user
details" page
5/11/2010
Des
Pass
13
The user details panel (in the nav bar) does not
include my email address and phone number
5/11/2010
Des
Pass
14
The user details panel (in the nav bar) does not
include an option to update my user details
5/11/2010
Des
Pass
15
The "At a Glance" section includes a "Current

Assessment" table containing the followiong
data:
5/11/2010
Des
16
- Version
5/11/2010
Des
17
18
19
- Status
- Next deadline
Below the table there is a (yellow) button
labelled "Go To The Assessments Page" which
links through to the assessment summary page
Y
Y
Y
5/11/2010
5/11/2010
5/11/2010
Des
Des
Des
Pass
Pass
Pass
6
7
S173
The system gives me options to go back or

contact us (hyperlink to Contact Us page)
Leave both fields blank and click "next"
S171
The system tells me that it couldn't find a

uniquely matching organisation (see prototype
"register_2c.html")
N/A
Log in
20
If this is not the latest version of my assessment, Y

the system tells me (no functional change but
see prototype for new wording)
21
The "New Users..." section is at the top, above

the "At a Glance..." section
N/A
Styling as per prototype please - it is

Low
OK to use table tags to present this
data because it really *is* a table of
data - no need to convert to dvis (table
class="assessmentSummaryData")
Closed
Des 26/05: Fixed
If I have never logged in before, display Low

"(first log in)" instead of leaving it blank
Closed
Des 26/05: Fixed
This link is a "shortcut" to Admin/My

Low
Details, so (a) the Nav Bar should be
highlighted on "Admin" and (b) the
breadcrumb should show "Admin -> My
Details"
Closed
TH 7/6 failed re-test

Des 07/06: Latest version might not have
been in the test
Pass
Styling as per prototype please - it is

Low
OK to use table tags to present this
data because it really *is* a table of
data - no need to convert to dvis (table
class="assessmentSummaryData")
Closed
Des 26/05: Fixed
Pass
Current Assessment section (including Medium

out of date warning) should not appear
for a non-assessing org type e.g. XYZ
ABC
Closed
Pass
Logged in as REM, whose latest

High
assessment is v7. Version was showing
as v8 (whereas status was correctly
showing as "Updated"). If I go to the
Asessments page it correctly shows v7
as the most recent.
Closed
CMC:Fixed
"Assessments" should be plural
Closed
Des 26/05: Fixed
Pass
Nav bar should highlight "Assessments" Medium

and breadcrumb should show
"Assessments" (i.e. It should be the
same as if you clicked the
"Assessments" option on the nav bar
Closed
TH 7/6 failed re-test

Des 07/06: Latest version might not have
been in the test
Des
Pass
As well as the correct text showing on

the RHS of "At a Glance", the old
version of the text is also showing on
the LHS
High
Closed
Des 26/05: Fixed
Des
Pass
Missing full stop at end of

introductionary para "This page gives
you..."
Low
Closed
5/24/2010
The system displays a list of all my assessments Y

(there will always be at least one assessment)
5/11/2010
CMC
Pass
The assessments are ordered by creation date

(i.e. Primary key), most recent first
5/11/2010
CMC
Pass
The system validates that I am *not* using the

"simplified interface"
5/11/2010
CMC
Pass
For each assessment, the system does the

following:
The system validates that the assessment is not

yet approved
5/11/2010
CMC
Pass
If the assessment is not the latest version of my

assessment, the system warns me that it is out
of date (see prototype for new wording)
5/11/2010
CMC
Pass
The system displays the following "headline"

information:
10
11
12
- Assessment Ref
- Status
- Next Deadline (unless already submitted)
Y
Y
Y
5/11/2010
5/11/2010
5/11/2010
CMC
CMC
CMC
Pass
Pass
Pass
13
The system displays the following "widget

status" information:
14
- No. of reqts "not answered" (aka not started)
5/11/2010
CMC
Pass
15
16
17
18
- No. of reqts "answered" (aka in progress"

- No. of reqts marked complete
- No. of reqts confirmed complete
The above figures include reqts marked NR or EX
Y
Y
Y
N/A
5/11/2010
5/11/2010
5/11/2010
5/11/2010
CMC
CMC
CMC
CMC
Pass
Pass
Pass
Pass
19
The system displays the following "score"

information:
20
21
- Current score
Y
- Target score (only if I have set any target scores) Y
5/11/2010
5/11/2010
CMC
CMC
Pass
Pass
This story extends/alters S073

Pass
5a
7a
28a
2a
S174
Greyed Out Submit

Buttons
Organisation User See greyed out submit

buttons on the
Assessment Summary
page
Main
3a
Low
Showing a target score of 0%. I have

Medium
not set any target scores so the system
should not show this table row
Closed
I set target levels of <blank>, 2 and 3. Medium

The <blank> should be treated as 0 to
give a target score of (2+3+0)/(3*3) =
55%
However, the <blank> is being ignored
to give a target score of (2+3)/
(3*2)=87%
Closed
Widgets not answered should be

treated as level 0 for the purposes of
determining the grade
Medium
Closed
Some context help not showing - need

latest version of context help file
installing
Medium
Closed
RJM
RJM
22
- Current grade (in v8 or v7 notation as

appropriate)
5/11/2010
CMC
Pass
23
- Target grade (in v8 or v7 notation as

Y
appropriate) (only if I have set any target scores)
5/11/2010
CMC
Pass
24
Current and target grade are colour-coded

Y
RAGRed, RAGAmber or RAGGreen as appropriate
5/11/2010
CMC
Pass
25
There is context help for current/target score and Y

current/target grade (keys as per prototype)
5/11/2010
CMC
Pass
26
Ther context help for current/target grade relates Y

to v8 or v7 notation as appropriate
5/11/2010
CMC
Pass
27
There is an option to view the assessment status Y

history (no change)
5/11/2010
CMC
Pass
Status history pop-up doesn't work
High
Closed
Pass
change "View History" link to "view

history" (i.e. No caps)
Low
Closed
28
The system validates that the assessment is not

yet "locked down" (confirmed for non-simplified
interface or submitted for simplified interface)
5/11/2010
CMC
Pass
29
There is an option to "Work On This Assessment" Y

(button) which links through to the Widgets List
page. This is instead of the "View widgets" link
but only if the assessment is in progress
5/11/2010
CMC
Pass
30
The "Work On This Assessment" button is yellow Y

unless another button is yellow (see below),
otherwise it is gray
5/11/2010
CMC
Pass
31
If I am in a position to perform a baseline or PU

(and I have the relevant permissions), and the
current date is within 7 calendar days of the
baseline or PU deadline (or after) then the
relevant submission button (baseline, PU) is
yellow
5/11/2010
CMC
Pass
32
If I am in a position to perform a confirm or final

submission then the relevant submission button
(confirm, submit) is yellow
5/11/2010
CMC
Pass
33
If present, the "Performance Update" button is

labelled "Submit Performance Update"
5/11/2010
CMC
Pass
34
If present, the "Baseline" button is labelled

"Submit Baseline"
5/11/2010
CMC
Pass
Proceed as per main flow except:

- don't display reqts marked complete
- don't display reqts confirmed complete
N
N
5/11/2010
5/11/2010
CMC
CMC
Pass
Pass

- don't display Next Deadline
- don't display "widget status" information
N
N
5/11/2010
5/11/2010
CMC
CMC
Pass
Pass

- the system displays "view details" instead of
"Work on This Assessment"
5/11/2010
CMC
Pass
2
3

- the system displays "view details" instead of
"Work on This Assessment" (regardless of
assessment status)
5/11/2010
CMC
Pass
The available "state change" buttons are

appropriate for an XYZ ABC user
5/11/2010
CMC
Pass
If the Approve button is present then it is yellow
5/11/2010
CMC
Pass
The system validates that I have an in-progress

assessment that hasn't yet been submitted
5/11/2010
CMC
Pass
The system validates that the next stage for my

assessment is a baseline but that it is not yet
ready for a baseline (because not all widgets
answereed)
5/11/2010
CMC
Pass
The system validates that I have the necessary

permissions to perform a baseline
5/11/2010
CMC
Pass
The system displays the "Submit Baseline"

button but it is disabled
5/11/2010
CMC
Pass
The tooltip on the "Submit Baseline" button says Y

"You cannot submit a baseline until all widgets
have been answered"
5/11/2010
CMC
Pass

assessment is confirmation but that it is not yet
ready for confirmation (because not all widgets
confirmed complete)
5/11/2010
CMC
Pass

permissions to perform a confirm
5/11/2010
CMC
Pass
The system displays the "Confirm" button but it

is disabled
5/11/2010
CMC
Pass
The tooltip on the "Confirm" button says "You

cannot confirm this assessment until all
individual widgets have been confirmed
complete"
5/11/2010
CMC
Pass
1
2
3
4
1
2
3
4
1
2
3
1
I am using the simplified interface
The system is already approved
The assessment is "locked down"
View thw assessment summary as an

XYZ ABC user
Request to view my assessment

summary
I am unable to unapprove the

High
assessment once approved (don't need
to fix for beta test phase 2)
Closed
TH 16/6 CMC says he fixed this yesterday
3b
S175
Widgets List Mark 2
Organisation User See various

enhancements as
Test Phase 1
Main

assessment is final submission but that it is not
yet ready for submission (because not all
widgets answered)
5/11/2010
CMC
Pass

permissions to submit
5/11/2010
CMC
Pass
The system displays the "Submit" button but it is N

disabled
5/11/2010
CMC
Pass
The tooltip on the "Submit" button says "You

cannot submit this assessment until all widgets
have been answered"
5/11/2010
CMC
Pass
The system displays the "Widgets List" page
5/11/2010
RJM
done
Pass
The page title is:

h1:
"Version <version> (<start year>-<end year>)
Assessment"
h2:
"Widgets List"
5/11/2010
RJM
done
Pass
The table headings and look and feel of the page Y

and table are as per the prototype
("widgets_list_acute_logged_in.html")
5/11/2010
RJM
done
Pass
Table shouldn't have thick blue border
Low
Closed
Pass
Req numbers should be larger, bold,

black
Low
Closed
Pass
Pass
Table text should be black

Initiative headnings should be black
Low
Low
Closed
Closed
Pass
Remove nbsp from "Req No" table

heading so column can be narrower
Low
Closed
Pass
Although gramatically correct, can you Low

remove the "." from "Req." in "Req. No"
and "Key Req." column headings please
Closed
Pass
Remove nbsp from "Attainment Level"

table heading so column can be
narrower
Closed
Request to view the widgets list for my

own in-progress assessment
The PQRAF pass/fail icons in the "Attainment

Y
Level" column are top-aligned. To do this, insert
style="vertical-align:top;" within the <img> tag.
5/24/2010
RJM
done
Pass
The widget status for a "not started" widget is

displayed as "Not Answered" (yes, it's a u-turn!)
5/11/2010
RJM
done
Pass
The widget status for an "in progress" widget is

displayed as "Answered" (yes, it's a u-turn!)
5/11/2010
RJM
done
Pass
The widget descriptions are *not* clickable
5/11/2010
RJM
done
Pass
For each widget there is a button (in a separate Y

column) which links through to the widget details
page
5/11/2010
RJM
done
Pass
If the widget is "not answered" then the button

label is "Answer"
5/24/2010
RJM
done
Pass
10
If the widget is "not answered" then the button

label is "Edit"
5/24/2010
RJM
done
Pass
11
If there are any widgets that are "not answered", Y

the button for the topmost one is coloured yellow
5/11/2010
RJM
done
Pass
12
There is an option "Back To Assessments page"

(button) - links back to the Assessments page
5/24/2010
RJM
done
Pass
13
If the assessment is "ready to advance" i.e. If the N

"next stage" button on the Assessment
Syummary page would be displayed in yellow
then the "Back To Assessments Page" button is
yellow
5/24/2010
done
Pass
14
If I am in a position to perform a final submission, N

and I am using the simplified interface, there is
*not* an option to submit the assessment from
this page (rather, I need to return to the
Assessment Summary page)
5/24/2010
RJM
done
Pass
The links "Printable version", "Downloads and

Y
booklets" and "Assign widget owners" (if
available to the current user) are positioned on a
single line as per prototype.
5/24/2010
RJM
done
Pass
16
The system displays the printable version (no

change)
5/27/2010
RJM
done
17
The page title is as per the non-printable version

of the page
5/27/2010
RJM
done
15
15
1a
S172
S176
Look and Feel Mark 3
Auto Create Assessment
General User
Experience a yet further

enhanced look and feel
Main
Organisation User Have the user auto create Main

a new assessment for me
instead of having to create
it myself
1a
Pass
The printable version includes an

Low
empty Action column - can you remove
it?
Closed
Pass
Showing as "Matching Widgets"
Medium
Closed
Note the buttons are changed to "View"

once each req't is marked complete
which is OK
Medium
Closed
As per main flow except:

The widget details button labels are all "View"
5/24/2010
RJM
done
Pass
As per main flow except:

The widget details button labels are all "View"
5/24/2010
RJM
done
Pass
5/27/2010
RJM
done
Pass
5/27/2010
RJM
done
Pass
Request to view the widgets list for

another organisation's assessment
(including XYZ ABC user)
Request to view the widgets list for a

given org type (i.e. Not within the
context of an assessment)
As per main flow (where applicable outside of an

assessment) except:
The page title is:

h1:
"Acute Trust Version <version> (<start year><end year>)"
h2:
"Widgets List"
The table headings and look and feel of the page

and table are as per the prototype
("widgets_list_acute.html")
Closed
Request to view the widgets list for my

own "confirmed" (i.e. Not in progress)
assessment
2
3
1c
This button should only be yellow if the Medium

assessment is "ready to advance"
(check with Chris for rules). If not, all
buttons should be gray (which I admit is
not perfect)
Request to view a printable version of

the page
2
3
1b
Currently says "Acute Assessment"
View any page
All pages have <h1> headings (some currently

have no headings)
Des 22/06: Implemented
Pass
All buttons are styled as per prototype (unless

otherwise stated in a specific story, all buttons
are gray, not yellow).
5/11/2010
done
Pass
If there are any yellow buttons in the page, the

first yellow button is the default button.
6/24/2010
Pass
The Nav Bar options have (standard) tooltips as

per the prototype (index.html and
index_logged_in.html)
5/11/2010
Pass
All font sizes are relative, to allow users the

option to change the font size via their browser
7
8
All alert boxes are yellow instead of pink

Y
Hyperlinks within the breadcrumb are underlined Y
by default and the underline disappears on hover
5/11/2010
6/24/2010
done
Medium
Pass
Pass
The logos in the header bar have sharper

definition (see prototype)
6/24/2010
done
Pass
10
The title in the header bar matches the font for

the rest of the site
6/24/2010
done
Pass
11
There are various stylesheet changes (Tony to

provide updated versions of master.css and
igt.widgets.css)
N/A
12
When a modal pop-up is displayed, the main

page fades to dark, not to white
N/A
Pass
13
On all modal pop-ups, the background colour for

the button bar is the same as for the rest of the
pop-up
N/A
Pass
14
The blue colour below the nav bar and around

the bottom of the page is a little lighter
15
16
All context help icons are top-aligned

The context help icons (normal and alternate)
are as per the prototype
Y
Y
17
All errors and warnings use the "info" icon as per Y

the prototype with the text to the right of it (<div
class="infoMessage"> includes the image
automatically as a background - see prototype
"assessments.html" for an example of use)
18
The PQRAF pass/fail icons are as per the

prototype
19
Context help HTML formatting - see Register Step N

1/Organisation Code - there needs to be less
space between paragraphs and the text for
bullet points needs to remain indented on the
second line
N/A
N/A
20
Transparent PNGs don't work in IE6 - keep them

as PNGs but use a workaround (see google for
details!)
N/A
21
ISO/IEC page - make main title an <h1> tag
N/A
22
On the Create Organisation page change

"National Code" to "Organisation Code"
23
24
Low
N/A
N/A
Pass
What's New article headers seem to be Low

fixed size
Closed
No underlines - CSS problem I suspect
Low
Closed
Home page - log in validation failure

doesn't have a "!" icon
Low
Fixed
5/11/2010
Pass
N/A
N/A
done
Pass
Pass
Fail
done
Pass
done
Pass
N/A
High
Pass
N/A
Pass
N/A
N/A
Pass
What's New - in IE6 the separator bar is about 10 N

px deep. Note there is a related defect to format
as per prototype somewhere
N/A
N/A
All field sets use <table class="dataLayout"> for Y

layout. Two reasons: (1) the label widths adjust
automatically, (2) the formatting is more
consistent when I change the browser text size
See index.html for example
N/A
N/A
Text for a bullet point which goes onto a Low

second line could be better indented
Des 23/06: Fixed
Closed
Des 23/06: Could not find any issue. Need

specific instances.
Closed
Des 23/06: Fixed
Pass
Registration Step 1 - can you explicitly Low

set the width of the first column in both
tables to the same so that they line up
(see prototype for markup)
Closed
Pass
Registration Step 6 - can you explicitly Low

set the width of the first column in both
tables to the same so that they line up
(see prototype for markup)
Closed
Pass
You've added tables but not set the

class "dataLayout" (you will also need
to copy the relevant styles from
master_delta.css")
Medium
Closed
Closed
Pass
done
Log in
5/11/2010
CMC
Pass
The system automatically creates an assessment N

for me. Note that this already happens for the
simplified interface, so this is only a change for
non-simplified interface
5/11/2010
CMC
Pass
Working as a.test:acute2:
Medium
- deleted v99 assessment manually via
database (since you can no longer
delete via the front end)
- unapproved v7 assessment (manually
via DB since "Unapprove" button not
available on Ass Summ screen - defect)
- cycled v7 assessment through various
statre changes, finally ending up at
"approved" again
- Logged out and logged in
- System showing v7 assessment but
hasn't created v99 assessment
The system validates that I am in a position to

delete the current assessment (no change)
5/24/2010
CMC
Not Tested
Not tested since no change fron current
The system provides an option to "Reset" the

assessment (previously "Delete"
5/24/2010
CMC
Pass
The system deletes the assessment (no change)
5/24/2010
CMC
Pass
The system automatically creates a new

assessment of the same version (as per autocreate above)
5/24/2010
CMC
Pass
Log in
Request to view my assessment
Closed
Low
Remove the <h3> tag starting "BSI

ISO/IEC" which is immediately below
the <h1> tag
The system validates that my organisation is in a N

position to start a new assessment i.e. I do not
already have an assessment for the latest widget
version and I do not have an incomplete previous
assessment
5
6
current 1.1em for <h3> and 0.9em for

<p>
TH 25/6 - need to update #mainContent.h3
to 1.1em too
Pass
1
2
3
Font size still too small - see prototype for

appropriate style "widgetNumber"
Request to delete the assessment
CMC:This was a problem with the test data

set up in that you had 2 different versions
(Acute Test V7 and V99) which had the
same start/end dates. This would never
happen in real life and so have changed
the test data to make it reflect how it
would be in real life (V7 being set to have
data reange of a year before V99) and all
works ok.
TH 16/6 didn't retest since only test data
S085
View Quick Start Guide
General User
Get up to speed with using Main

PQRT as quickly as
possible
View the help page
There is an option to view the quick start guide
5/24/2010
RJM
done
Pass
The system displays the quick start guide page

(in a new window)
5/24/2010
RJM
done
Pass
The page content is as per the prototype

(including images)
5/24/2010
RJM
done
Pass
There is an option to print the page (selecting

this triggers the print dialog)
5/24/2010
RJM
done
Pass

(within the "New Users" panel) - see prototype
for "stronger" wording
5/24/2010
RJM
done
Pass

(in a new window)
5/24/2010
RJM
done
Pass

(within the "New Users" panel) - see prototype
for "stronger" wording
5/24/2010
RJM
done
Pass

(in a new window)
RJM
done
Pass
Performance Progress Report - when logged in as N

XYZ ABC and viewing the PPR of another
organisation, the report shows the XYZ ABC
admin, whereas it should show the reported org
admin
N/A
N/A
CMC
Done
Pass
3
4
Admin page - typo on "User Admin" line

Resources page - make Downloads the topmost
link (only if avialable to user)
N
N
N/A
N/A
N/A
N/A
CMC
CMC
Done
Done
Pass
Pass
PPR report (individual) - needs gaps between the N

3 tables (currently merged together)
N/A
N/A
CMC
Done
Pass
ABC org admin page - make sure hyperlinks are

on separate lines (or separated by a bar
character)
N/A
N/A
CMC
Done
Pass
The alert box on the Home Page says "PQRT

Version 8 Beta Test", and there are two links one to the "Trust Phase 2 test script" and one to
"XYZ test script".
N/A
N/A
CMC
Done
Pass
10
Assessment report org chooser - change table

heading "National Code" to "Organisation Code"
N/A
N/A
CMC
Done
Pass
11
Knowledge base page - include file type and size Y

after filename for internal files (as per widget
details page)
N/A
N/A
CMC
Done
Pass
14
Reports page: improvement plan and evidence

report to appear after PPR
N/A
N/A
CMC
Done. CMC:Also fixed security hole

Pass
with Improvement plan report whereby
querystring params could be spoofed
to view another organisations report
16
Assessment Summary page - in Google Chrome

the button bar sticks out of the bottom of the
blue <div>. OK in prototype.
N/A
N/A
Done
Pass
17
Publish process - the text "[DRAFT] is prefixed to N

the Question Text field". This is to support beta
test phase 2 and will need to be removed for golive (so make it configurable if you like)
N/A
N/A
Done
Pass
18
glossary.pdf, contextHelp.xml and

contextHelp.xsd should probably *not* be
published to the folder KnowledgeBaseNew
(which is supposed to be for knowledge base
docs)
N/A
N/A
CMC
CMC:Very much agree, Done
Pass
Request to view the quick start guide
6
1a
S181
S184
Odds and Ends 3

Usability
General User

and unrelated point
site
Main
Organisation User Be able to add

Main
improvement actions more
easily, with less reliance
on pop-ups
1
2
Log in
View an in-progress (v8+) widget within

assessment
Request to add an action against a given

The system provides the option to add details for N
the action
5/27/2010
RJM
done
Pass
The method of input is easier to use than current N

in that it does *not* involve using multiple
individual pop-ups for each data field. But at the
same time the page is not littered with white
input fields on a yellow background (looks too
untidy/cluttered).
One option would be to have a single pop-up that
takes input for all three fields (Action, Owner,
Due Date).
An alternative would be to dynamically insert
input fields into the yellow table if the user clicks
"edit".
5/27/2010
RJM
done
Pass
Can you make the cursor focus in the

"action" field when I click "add an
action"
Low
Closed
Pass
Can you change the Evidence Location

and Evidence Description "plus" icons
to "pencil" (edit) icons (and the minus
icon to "tick" icons)
Low
Closed
It is still possible to enter a date by typing rather N

than only via the calendar selector
5/27/2010
RJM
done
Pass
It is still possible to mark the action as complete

without going via a pop-up
5/27/2010
RJM
done
Pass
The system provides the option to edit details for N

the action
5/27/2010
RJM
done
Pass
As per "add", the method of input is easier to use N

than current.
5/27/2010
RJM
done
Pass
If my email address is too long (e.g.

marie.greenfield@dh.dsi.gov.uk) then in IE7 it
extends past the RHS of the "user info" box. In
IE6 it causes the user info box to widen and
forces the main panel down below the nav bar
N/A
N/A
THMA
Medium
Pass
RJM
Widget Details page (Req 202), IE6: scroll down N

so that para 1 is near the top of the screen. Float
over "National Information Governance Board for
Health and Social Care" (para 5), which should
be near the bottom and then float over "Caldicott
Guardians" (para 6). The tooltip appears near the
top of the screen instead of next to the text.
N/A
N/A
Low
Pass
IE6 fix: Keep your eyes closed then you

wont notice. No widget 202. Not sufficient
information on conditions to recreate
problem.
If the widget is *not* a key widget, the "Key

N/A
Widget" box in the header panel should *not* be
coloured in yellow
N/A
N/A
Low
Pass
In IE6, req't 210 (not logged in), the main

content panel is displayed below the nav bar
instead of to the right of it. Other reqts are OK
and 210 in context of assessment is OK too.
N/A
N/A
N/A
Medium
Pass
Resources page - ISO/IEC link - mis-spelling of

"access"
N/A
N/A
N/A
Medium
Pass
(IE6) Contact Us page - Organisation Type

context help pop-up appears behind the Subject
drop-down field
N/A
N/A
N/A
Low
Pass
RJM: problem with z-index on IE6. Placed

jQuery bgiframe plugin onto master page
to overcome it
On the widget details page, if I change the target N/A

date, the save button is not enabled
N/A
N/A
Medium
Pass
RJM
10
Widgets list screen, for older assessments (or

N/A
maybe current ones as well) if a widget has
comments entered against it then the row
shading on the new View button on the right
hand side goes wrong. Specifically it doesnt
look as if its allowing for the extra row(s) for the
comments.
N/A
N/A
Medium
Pass
RJM
11
If you log in as CfH go to the Assessments option N/A

and pick an organisation to view their
assessments (e.g. REM). Drill down into the View
Details link to get the widgets list. If you now
click the Back To Assessments Page its lost the
details of what organisation was being viewed.
N/A
N/A
Medium
Pass
RJM:Not found
12
On widgets details page had a problem that

when logged on as CfH user if set a widget to
Exempt and click Next or Prev button to save it,
it doesnt get saved.
N/A
N/A
N/A
Medium
Pass
RJM
13
Widgets List page - if I am working on an

assessment and there is a widget marked Not
Relevant or Exempt, the button says "View"
instead of "Edit"
N/A
N/A
N/A
Low
Pass
14
As a.test:gp, completed all widgets then

N/A
submitted assessment. Went back to Req Details
page and the attainment level and attainment
criteria tickboxes were still enabled (although
there was correctly no save button)
N/A
N/A
High
Pass
15
PQRAF statement hidden behind nav bar in IE6
N/A
N/A
High
Pass
16
Javascript error when trying to define new info

mapping report (see CC for details)
N/A
N/A
High
Pass
17
On UAT site, created a new user "test" under org N

"RVV" with just user permissions. Attempted to
edit user and got a server error. Other (existing)
users can be edited OK.
N/A
N/A
High
Pass
18
Assessments page very slow to load, especially

N
for orgs with a full assessment history going back
to v1
N/A
N/A
High
Pass
19
Widgets List page very slow to load, especially

N
for orgs with a full assessment history going back
to v1
N/A
N/A
High
Pass
20
21
About page - "HS" should be "XYZ"

in UAT, v8 baseline deadline is showing as 31
July - I think it should be 31 Oct 2010
N
N
N/A
N/A
N/A
N/A
Low
High
Pass
Pass
22
in UAT, with full widget set, the Improvement

Plan Report pop-up very slow to load (probably
slower due to having full reqt set)
N/A
N/A
N/A
Withdrawn - couldn't re-create
N/A
23
In UAT: Not logged in, select Reports/Assessment N/A

Report. Search for KMH123, click "Report" and
get a system error. Other orgs are OK. KMH123 is
a test org created by Kim Hobday
N/A
N/A
Fixed
Pass
25
In UAT, Contact Us page, not logged in, fill in

contact form and submit - Org Name, Org Code
not being included on email
N/A
N/A
N/A
Medium
Pass
26
Improvement Plan report - Incomplete Items Only N/A

- widget was not yet answered and target not set
- and it wasn't included in the report - I would
expect it to assume current level 0 and target
level 3 and thus show all criteria in levels 1, 2
and 3 (subject to rules on Level 3 Maintenance)
N/A
N/A
Medium
Pass
27
Improvement Plan report pop-up - context help

N/A
icon image filenames are wrong - is this because
PNGs have changed to GIFs?
N/A
N/A
Medium
Pass
28
Org a.test:sc - answered all widgets then went to N/A

Req List page. It displayed the "submit now"
panel which was supposed to have been
removed.
N/A
N/A
Medium
Pass
RJM
29
In IE6 it is possible to tick attainment criteria (for N/A

an acute org) - details from Ellie or Richard
N/A
N/A
High
Pass
RJM
30
Create new user as an Org Admin (Acute, XYZ or N/A

any other type) - the system should only present
the "General New User" email template, and not
the "PQRScO Applicant" email template
N/A
N/A
Low
Pass
CMC
31
Req Details page - system error when clicking

"Next" (intermittant) - screenshot of error
message sent to RJM on 10/06/2010
N/A
N/A
N/A
High
Pass
32
Evidence Location pop-up - if I specify "Local File" N/A

and select a file and then do the same again
(same file) against another evidence item, the
filename won't populate. If I click Save on the
Req Details page and then try again it works.
N/A
N/A
High
Pass
RJM
33
Quick Start Guide - missing word: "The PQR App

has been designed to be used..."
N/A
N/A
Low
Pass
RJM
S185
Miscellaneous Defects
Developer
Left over defects not yet

fixed
Main
5/24/2010
2a
CMC/RJM
4
1b
Closed
I'm pretty sure the help topic HTML files Low

should not be in the
knowledgebasenew folder
1
2
Request to edit an existing action
N/A
RJM
Withdrawn RJM: NOT FOUND: Req 210 does not exist

in test data so unable to test or verify it.
TH 14/06: req 210 was in UAT but no longer
there so cannot recreate
RJM
The checkboxes are disabled but I get

Low
the "you can't tick this yourself"
warnings whereas in this case they are
*really* disabled because the
assessment is submitted so the warning
is not appropriate
Closed
By implementation of s208
RJM
Closed
RJM
Closed
Re-test in UAT once re-deployed
Closed
RJM
CMC
Des 16/06: Fixed
EP - This seems to have rectified itself.

Perhaps with a subsequent fix for
another defect.
Withdrawn Not found

TH 22/6 - can't re-create
34
Evidence upload: uploaded Word doc then

N/A
clicked "View" - got MS Word pop-up message
"Word cannot start the converter mswrd32.wpc".
IE7. Originally raised by Kim Hobday (2nd line,
Exeter) if you need a demo!
N/A
N/A
Medium
Pass
Withdrawn RJM: Not a defect. It is a feature of IE6/7.

They need to ask their own tech support to
fix the issue with Word/IE6/7. The problem
occurs with .docx files - ie the new word
2007 format. If you just click OK, OK, OK...
the file will display. This message can
appear if:
The converter was not properly registered.
The converter was inadvertently deleted
without removing the registry information.
The converter support files are corrupt.
The converter installation was removed
and the uninstall tool did not finish clearing
the registry settings.
The hard disk is damaged where the
converter files were stored.
Usually, reinstalling the converter will
overcome this problem. If the converter
reports that it is already installed, first
uninstall it so that the setup program can
remove the files and registry settings.
If removing and reinstalling the converter
is not successful, there may be a problem
with a resource on the computer (for
example, an executable file that is needed
to properly register the converters on the
computer has failed or stopped running). In
this case, it is best to turn off the computer
and start over.
TH 22/6 - withdrawn
35
Improvement Plan Report - if no records, you get N/A

the message "There aren't any record to
generate..." Record should be plural i.e. Records.
N/A
N/A
Low
Pass
36
About page: Change the sentence Organisations N/A

are required to carry out self-assessments of
their compliance against the PQR widgets. To
The organisations described below are required
to carry out self-assessments of their compliance
against the PQR widgets.
N/A
N/A
Low
Pass
37
About page: Change hyperlink text Guidance

N/A
about Compliance: Essential standards of quality
and safety to Essential standards of quality and
safety
N/A
N/A
Low
Pass
RJM
38
IE6, one of the beta testers: Assessment report - N/A

when click "Show report" I get the XLS file
displayed as raw text in the browser window
(email sent to CC/RJM on 11/6)
N/A
N/A
High
Pass
CMC
39
Beta tester: Evidence location pop-up: Uploaded N/A

a file, the changed the drop down back to
[select]. Then clicked "View" and got an error
saying "Unable to find the specified file. It may
have been removed form the Server"!
N/A
N/A
Medium
Pass
RJM
40
Improvement Plan Admin: Only widget owners

N/A
that have started the widgets are listed. Need
this changed to those that are not answered as
well
N/A
N/A
High
Pass
Des 15/06: Fixed
41
Req List/Req Details - click yellow "Answer"

N/A
button and get system error "Invalid postback or
callback argument" (full error sent in email to
RJM/CC on 11/6)
N/A
N/A
High
Pass
RJM
42
Assessment Report in UAT - org code RDE,

compare with v1, not showing result for v2
assessment even though it is displayed on
N/A
N/A
N/A
High
Pass
CMC
43
HTML markup within the Evidence Required field N/A

of the yellow evidence table is being displayed
raw e.g. "<strong>Blah blah
blah</strong>"(example req 203 criterion 2a)
N/A
N/A
Low
Pass
RJM
44
Req List page, logged in as nhscfh - viewing

assessments for org a.test:acute, the "Back to
Assessments Page" button takes me the
assessments page but with no assessment data
showing
N/A
N/A
N/A
Low
Pass
RJM
46
As a CTP, when I have answered all req'ts I am

still getting the Submit panel on the Req List
page. This needs to go.
N/A
N/A
N/A
Medium
Pass
Closed
RJM: this was discussed and agreed that it

would stay for Simplified Interface User's.
However, the submit panel has now been
completely removed for all users as per
this new request that overrides the agreed
way of doing it.
47
Logged into UAT as nhscfh user (elpe) and I go to N/A

the admin area and search for org RXL. I click to
view users and then on edit next to the first user
pabu. I get an error:
Conversion failed when converting the varchar
value 'tohe1' to data type int
N/A
N/A
Pass
Closed
CMC
Closed
Tried in sys test and its still not grouping by

initiative
Closed
Not found
RJM
Closed
Not found
TH 22/6 - Last sentence in para under
heading "What is the PQR App?"
Interestingly this does not occur in sys test

environment.
48
Downloads - download ZIP and try to open PDFs - N/A

PDFs won't open (OK in WinRAR but not Windows
Explorer)
N/A
N/A
High
Pass
49
PDF version of req't (and probably booklets too) - N/A

Changes section always blank even when there
are changes in the online widget - presume the
publish process isn't populating the XML file
correctly
N/A
N/A
Medium
Pass
50
PDF booklet - widgets not being ordered by req't N/A

number (e.g. 116 and 324 are out of order at the
end)
N/A
N/A
Medium
Pass
52
[email from Rees Cox, sent to RJM/CMC]

IE8, UAT env't - Req Details page (logged in) reqt 8603 - expand Attainment Levels then
expand Guidance. Blue boxes obscure the
guidance text
N/A
N/A
N/A
High - Ellie can re-create this

Pass
consistently
EP - retest with latest UAT build (25/06)
and looks fine now.
53
Resources -> Knowledgebase Archive -> Search

(without specifying text) -> Exception Details:
System.Data.OleDb.OleDbException: Service is
not running.
N/A
N/A
N/A
Withdrawn - environment issue due to N/A

MS Index Server not being installed on
test server - not worth installing to
test. Chris promises it will be Okk in
live
54
Log on as acute trust user with no permissions.

"Go to Assessments Page" button should not be
displayed (in the same way that the
Assessments option on the nav bar is not
displayed (and if you click the button you get an
error)
55
Registratuion Step 7 - the two yellow alert boxes N/A

need the "!" icon adding (use <div
class="infoMessage">)
N/A
57
On the Forgotten User Details screen the

N/A
sentence at the top reads 'To receive a reminder
of your user details by email, fill in the form
below, then click 'Remind Me':
Please can you change the : to be a . As per the
prototype
N/A
58
Logged in as XYZABC, Assessments ->Select org N/A

-> Req List -> Req Details -> Done -> Go Back to
Assessment Page - takes me back into the req
details page instead of back to the assessments
page
59
Attempt to upload virus-infected file and then

attempt to upload a normal file immediately
afterwards. Get error re. startIndex (see eamil
from Pete Spence, 22/06)
63
64
Need UAT rebuild with full req't set
Medium
Pass
CMC
N/A
Low
Pass
Closed
N/A
Low
Pass
Closed
N/A
N/A
Medium
Pass
Closed
N/A
N/A
N/A
Medium
EP - Tested in IE7
Pass
Closed
Req Details page, not logged in - NR option not

showing for reqt which allows NR
N/A
N/A
N/A
Medium
Pass
Closed
Whats new articles should show the date only,

and not the time
N/A
N/A
N/A
Low
Pass
65
PDFs (individual and booklets) - Not Relevant

Reason not appearing in the Attainment Levels
table
N/A
N/A
N/A
Medium
Pass
It's an issue with widget2fo.xsl - TH has

emailed update to TM
66
In UAT: v8 acute assessment says "2010-1"

(defect previously raised but through to only
affect test data)
N/A
N/A
N/A
Medium
Pass
EP - retested again 24/06 on UAT

(IE6&7) with login P87024 / elpe /
4testing and i can see the same thing
(2010-1). This does not however
happen on system test environment
where it shows 'Version 99 (20102011).
Nothing to do with sequence. It's due to

attempting to upload a file without an
extension.
Closed
Closed
25/06 EP - Need to retest once UAT

rebuilt
25/6 TH re-tested OK in sys test but EP
to retest in UAT
EP - retested in systest by creating a
proper gp new user showing a V8 (not a
V99). Looks fine.
S177
S187
New Org Type: Eyecare
Accessibility
General User
General User
Be able to view widgets

and complete
assessments for eyecare
organisations
Be able to access the site

as a disabled user
Main
Main
67
Click "Register" - the system displays register

step 7!
N/A
N/A
N/A
High
Pass
71
Home page (logged in) - Help On Assessments

link doesn't work - suggest removing the link for
now
N/A
N/A
N/A
Medium
Pass
72
Widgets XL download - Report and Calculations

tabs need removing
N/A
N/A
N/A
Medium
Pass
Closed
73
Noticed now that when I click to open an

improvement plan, it opens in a new browser
window but on the task bar instead of being
visable immedialtely on your screen in a new
window.
N/A
N/A
N/A
Medium
Pass
Closed
Des 25/06: Fixed

EP - Retest passed 25/06
74
Opened up an improvement plan and clicked to N/A

open a piece of attached evidence but I get the
error:
Unable to view the document. An exception
occurred: Value cannot be null. Parameter name:
String
N/A
N/A
High
Pass
Closed
Des 25/06: Fixed

EP - Retest passed 25/06
Closed
View the widgets (not logged in)
There is an option to view widgets for a new org

type: "Eye Care Service" (code "EYE")
5/27/2010 N/A
Pass
Properties of eye care org type are as per thingy
5/27/2010 N/A
Pass
RJM
View any page

The first element within the <body> of each
Y
page should be an <h1> containing the site title
"Information Governance App"
N/A
N/A
Pass
RJM
First set of links "DH Home, XYZ ABC Home, etc." Y

are less important than the main navigation
links. These should move down the mark-up.
Possibly move to the bottom and use CSS to
display them at the top.
N/A
N/A
Pass
RJM
All data input fields with a label should have the

label marked up with the <label> tag, and the
<label> tag should have a 'for="**"' element
referring to the ID of the labelled element
N/A
N/A
Pass
home page - extraneous <label> tag in Medium

TD cell to left of "Log In" button
Closed
Fail
Regsiter 1 - no "for" in labels
Medium
Failed
The "for" ID is wrong - looks like a static ID

instead of matching the .net created ID.
After discussion with TH left for next
iteration.
Pass
ReportsOrganisationChooser.aspx - no
"for" in Org Code label
Medium
Closed
The "for" ID is wrong - it's missing

"_ddlOrgTypes" off the end
Pass
Assessment Report page - Assessment

label not marked up as a label
Medium
Closed
Pass
Assessment Report page - First group of Medium

checkboxes not marked up as labels
Closed
Pass
Assessment Report page - second

group of checkboxes *are* marked up
as labels and are consequently
appearing in bold, which looks wrong.
Suggest adding a new style
checkboxLabel and making them not
bold
Low
Closed
Fail
Register Step 4
Fields:
Name (Forename Surname)
Email
Confirm Email
Telephone
Medium
Raised
nili: after discussions with TH left for next

iteration
Pass
Admin link
New User link
Field:
Name (Forename Surename)
Medium
Closed
EP - Retest failed
EP - Retest failed
S202
S189
Odds and Ends 4
Assessment Report Graphs
General User
General User

and unrelated point
site
View graphs within my

Assessment Summary XL
file
Main
On the Widgets List page, when viewing my own N

assessment, if the assessment is "locked" i.e.
Status of "confirmed" or later, there is *not* an
option to add or amend requireemnt owners
N/A
Contact Us page - probably need to remove link

to FAQ since we aren't going to have any FAQ
(leave this until confirmed)
N/A
Assessments page - for each (v8+) assessment

there is a link through to the Improvement Plan
and Evidence report (and when you get there,
the relevant assessment is selected by default)
Widget Details page: in IE6 there are big

whitespace gaps between the Attainment Level
description and the <hr> tag. Likewise for
Attainment Criteria. These don't appear in IE7
N/A
N/A
Assessment Summary page - when I click

"Reset", the wording on the warning pop-up
makes it clear that it will create me a latest
version assessment
N/A
N/A
Home page (logged in) and Assessment

Summary page - wording re. out-of-date
assessment should refer to "Reset" instead of
"Delete"
N/A
N/A
Home Page/At a Glance/Last Log In - if last log in N

was today, display "Today" abd then the time
N/A
10
New user and password emails - URL links to site N

at bottom of email need updating (currently refer
to GettingStartedChooser.aspx) - change them to
point to the home page
N/A
12
Put a link to "Change Password" page from

"Update User Details" page
14
Unless there's a good reason not to, can we

N
make the default style for bullet lists to actuall
display the bullet points and then get rid of the
class "bulletList" - check first with Tom why he
did it this way in the first place in case there's a
good reason. This will also resolve a defect that
the training tool text on tyhe Req Details page is
not showing bullet points
15
16
General User
See the major version

Main
number as a prefix to the
widget number (v8+ only,
req list, req details and
PDFs only)
Raised

iteration
Medium
Raised

iteration
Fail
Trust User
Medium
Submit Baseline & Performance Update
Widget Details screen
Fields:
Widget Complete
Widget Confirmed
Raised

iteration
Fail
EP NEW
Assessment Report screen
aka ReportsOrganisationChooser.aspx
Organisation Type drop down
Medium
Raised
Above the reset box it randomly says:

"Question 30:"
Low
Closed
Pass
Pass
N/A
Low
Pass
It says "Today" but not the time!
Medium
Closed
N/A
Medium
Pass
Could you also remove the text "and

read the appropriate "Getting Started"
material" - this is now obsolete
Low
Closed
N/A
N/A
Pass
N/A
N/A
Pass
Assessment Summary page - "view history" link - N

exclude brackets from hyperlink
N/A
N/A
Low
Pass
Improvement Plan pop-up - add a "Print this

page" link jsut below the title which triggers the
browser print function (see quickstart.html for a
cut&paste example)
N/A
N/A
Pass
18
Glossary PDF - don't break table rows across

pages
N/A
N/A
Done
Pass
19
Widget PDF filenames - change reqt no from 4

digits to 3
N/A
N/A
Low
Pass

Criteria page
6/14/2010
CMC
Pass
There is an sub-option under "break down by

attainment level" which is to include a pie chart
6/14/2010
CMC
Pass
The sub-option is disabled
6/14/2010
CMC
Pass
The sub-option is now enabled
6/14/2010
CMC
Pass
The report includes a pie chart below the data

table
6/14/2010
CMC
Pass
10
The pie chart references the attainment level

break down for the current/final scores on the
selected assessment (not any historical
assessments also in the report)
6/14/2010
CMC
Pass
11
The formatting and segment colours are as per

the prototype
6/14/2010
CMC
12
The pie chart title is as per the prototype
6/14/2010
13
If I selected breakdown by initiativwe, there is

one pie chart for each initiative and one for
overall
Each widget number has a prefix of the major

version number and a dash e.g. "8-101"
Medium
Closed
6/24/2010
RJM
Select break down by attainment level
Select to include a pie chart

Request to generate the report
CMC: Have slightly changed the

segment colours as thought the Not
Relevant/Exmpt/Not Answered
segments were'nt clear.
Pass
GT - This may not be a defect but

should the key grade colours match the
atainment colours? E.g. Atainment
Level 2 Yellow equals Grade
Satisfactory Yellow as satisfactory is
level two and above?
CMC
Pass
GT - You mentioned colours have

changed however I'm not sure which
ones. Grade colour - Red appears to be
a slightly different red. You mentioned Not yet answered colour has been
changed this was previously grey and is
now pink.
6/14/2010
CMC
CMC: Note only a chart for an initiative Pass

if that initiative contains break down
for the main assessment, can be
instances where it isn't e.g. when
displaying historical initiative which no
longer exist for current assessments
6/14/2010
CMC
Done
Pass
The widget number has a prefix of the major

6/14/2010
CMC
Done
Pass
The widget number has a prefix of the major

6/14/2010
THMA
Each widget number on the contents page has a N

prefix of the major version number and a dash
e.g. "8-101"
6/14/2010
THMA
XSL updates available from Tony on

request
Pass
Each widget number on the individual widget

pages has a prefix of the major version number
and a dash e.g. "8-101"
6/14/2010
THMA
XSL updates available from Tony on

request
Pass
Each widget number on the list tab has a prefix

of the major version number and a dash e.g. "8101"
6/14/2010
THMA
Pass
Each widget number on the details tab has a

prefix of the major version number and a dash
e.g. "8-101"
6/14/2010
THMA
Pass
No prefixes on the req numbers
6/14/2010
CMC
Done
Pass
done
Pass
View the widget details for one of the

widgets
View the printable version (having done

a re-publish)
Pass
View the various widget booklets

(having done a re-publish)
View the widgets XL download
View the widgets list for a v7assessment
View the help page

There is an option to view the Improvement
Plannign help topic (order and wording as per
prototype)
6/24/2010
nili
Improvement Planning help topic displayed in

new window
6/24/2010
nili
Pass
5
6
Content as per prototype including images

Y
There is an option to print the page at the top of Y
the page (which triggers the standar print dialog)
6/24/2010
6/24/2010
nili
nili
Pass
Pass
There is an option to close the window at the

bottom of the page (which closes the window)
6/24/2010
nili
Pass

Planning help topic (style as per prototype)
6/24/2010
nili
Pass

new window
6/24/2010
nili
Pass

6/24/2010
nili
Pass

new window
6/24/2010
nili
Pass

6/24/2010
nili
Pass

new window
6/24/2010
nili
There is an option to view the Organisation Types Y

help topic (order and wording as per prototype)
6/24/2010
nil
Organisation Types help topic displayed in new

window
6/24/2010
nili
Pass
5
6

Y
6/24/2010
6/24/2010
nili
Pass
Pass
There is an option to print the page at the

bottom of the page (which triggers the standar
print dialog)
nili
Pass

Request to view the Improvement

Planning help topic
1
2
Request to assign widget owners

Planning help topic
4
1
Go to improvement plan report page

Planning help topic
4
1
Go to improvement plan admin page

Planning help topic
4
1
2
View the help page
3
4
Request to view the help topic
Pass
nili: help page only seems to include

CTPs & XYZ BP's
Pass
6/24/2010
nili
Pass
There is an option to view the Organisation Types Y

help topic (style as per prototype)
6/24/2010
nili
Pass
View widgets org type chooser page
GT - There now appears to be multiple

piecharts each of these are current.
View the widgets list for a v8+

assessment
Have commented it out.
Request to create an assessment report
1e
Medium
Evidence Location dialog box

Fields:
Evidence Location dropdown
Uploaded File (Uploaded File)
URL (Internet/Intranet)
Fielname (Local File)
Details (Other)
Medium
1d
Widget Details screen

Fields:
Target Level
Target Date
Fail
done
11
1c
Fail
Pass
9
10
1b
EP - Retest failed
TH - you need a suffix "_ddlOrgTypes" on
the ID in the "for" field
Low
1a
Closed
Pass
Main
Medium
Pass
View various help topics
Logged in as ABC
Admin link
Organisation Admin link
Field:
Organisation Type dropdown
General User
Pass
High
View Help Topics
Closed
N/A
S190
Closed
Medium
Pass
1a
Medium
Admin link
My Password link
Fields:
Current Password
New Password
Confirm New Password
Low
6
7
8
9
Widget Number Prefix
Admin link
My Details link
Field:
Name (Forename Surename)
Pass
N/A
4
5
S206
Pass
Column A needs to be a bit wider to

accommodate the wider text
EP - Retest failed
TH - need suffix "_txtName" in "for" field
4
1f
6/24/2010
nili
Pass
There is an option to view the Organisation Types N

help topic (not prototyped)
6/24/2010
nili
Pass

window
6/24/2010
nili
Pass
There is a link to Assessment help for XYZs etc.
6/24/2010
nili
Pass
There is a link to Assessment help for Trusts etc.
6/24/2010
nili
Pass
There is a link to Assessment help for Social Care Y

etc.
6/24/2010
nili
Pass
The relevant help topic opens in a new window
6/24/2010
nili
Pass
6/25/2010
nili
Pass

6/26/2010
nili
Pass
There is an option to print the page at the

bottom of the page (which triggers the standar
print dialog)
6/27/2010
nili
Pass
10

6/28/2010
nili
Pass
The content is as per the prototype (needs

updating)
6/28/2010
nili
Pass
At the bottom there are links to the three

assessment help topics
6/28/2010
nili
Pass
Each link opens the relevant heop topic in a new Y

window
6/28/2010
nili
Pass
The following styles render as per the prototype

(see master_delta.css for definitions):
- p.screenshot
- #mainContent.helpPage h2
- #mainContent.helpPage h2.mainSubHeading
6/28/2010
nili
Pass

window
View the "Create Organisation page" (as
an XYZ ABC user)
1g
3
4
1
2
View the help page
5
6
1h
1i
S207
Upload Evidence Last

Chance Saloon
Organisation User Be less confused when

uploading evidence
Main
1
2
Click any of the three links
Link to quick start guide (under step 1

of 5) doesn't work - needs to open in a
new window - applies to all 3 help files
Medium
Closed
Not updated yet
Medium
Closed
Medium
Closed
Medium
Closed
View the quick start guide
View any of the help topics

Not yet done
From the widget details page, request to

specify evidence location
The system displays the Evidence Location popup
6/24/2010
done
Pass
The "Uploaded" option is changed to "Upload

File"
6/24/2010
done
Pass
Closed
Pass
TH: "Upload File" looks good when you

first go into the dialog, but it looks bad
in the evidence table back on the Req
Details page, and also not so good if
you go back into the Evidence pop-up
tyo edit it. Is it possible to make it
display as "Upload File" only if the file
hasn't already been uploaded and
"Uploaded" otherwise?
Pass
Upload a document as evidence and

click 'Done', then upload another piece
of evidence. When you get the dialog
box up the option in the 'Evidence
Location' dropdown says 'Uploaded'. For
a new piece of evidence it should state
'Upload File'
Closed
24/06 EP - RAISED INCORRECTLY
Closed
25/06 EP - WHAT I ACTUALLY MEANT TO Pass

WRITE WAS:
The "Local File" option is no longer available
6/24/2010
done
Pass
The "Upload New File" button is above the

"Uploaded File" drop-down
6/24/2010
done
Pass
The context help icon to the RHS of the "Upload

New File" button has tag
"evidenceLocationUploadNewFile"
6/24/2010
done
Pass
Tested by TH
The context help icon to the RHS of the

"Uploaded File" button has tag
"evidenceLocationUploadedFile"
6/24/2010
done
Pass
Tested by TH
The default option for Uploaded File is "[Select a

previously uploaded file]"
6/24/2010
done
EP - Only if one file is uploaded and
available to select
Pass
There is a context help icon to the RHS of the

Y
"View" button, tag evidenceLocationIntranetView
(intranet only, not internet)
6/24/2010
done
Pass
The context help file has been updated to cover

the new tags mentioend above
6/24/2010
done
Pass
5
6
10
11
Medium
Closed
After uploading one document as

evidence, click to add another piece of
evidence and select 'Uploaded' (which
should actually be 'Upload File' as per
previous defect). The 'Upload File' drop
down in the middle (where you can
select a file shows '[select a previously
uploaded file]'. By default this area
should show the file that has already
been uploaded i.e 'DOC.docx'
After uploading one document as

evidence, click on the pencil icon
against that 'Uploaded' status to open
the evidence location dialog box again.
the drop down in the middle should
show the uploaded document name
with the 'View' button enabled. It is
showing '[select a previously uploaded
file]' and the 'View' button is disabled.
You have to actually select the file in
the drop down to view it which is
wrong. Should show there by default.
Closed
Closed
Select "Upload File"

Closed
Closed
Select "intranet"
12
6/24/2010
Pass
Not specifically related to test above

but it's in this area.
I uploaded the same file in different
places:
Low
Closed
Req 102 - 1a
Req 102 - 1b
Req 102 - 2a
Better Call-Outs on Widget Organisation User Experience better call-out Main

Details Page
help on the Widget Details
page
View the widget details page within the

context of a (v8+) assessment
The system displays the "expanders" call-out (no N
change)
6/24/2010
Pass
Closed
The system does not display the "Attainment

Levels" call-out
6/24/2010
Pass
Closed
The system displays the "Attainment Levels" call- N

out
6/24/2010
done
Pass
Closed
The system displays a call-out on the expander

for Attainment Level 1 saying something like
"Click here to view the attainment criteria."
6/24/2010
done
Pass
EP - System automatically expands this
section
Closed
Instead of the warning pop-up, the system

displays a warning call-out (including the
standard "close" and "don't show me this again"
options
6/24/2010
done
Pass
Closed
Instead of the warning pop-up, the system

displays a warning call-out (including the
standard "close" and "don't show me this again"
options
6/24/2010
done
Pass
Close the "expanders" call-out
Expand the Attainment Levels section
Click an attainment level 1, 2 or 3
Click on an attainment criterion (as an

org type for whom evidence is "overall
mandatory"
Pass
Closed
The callout that states: (next to

attainment level 1)
Low
Closed
Low
Closed
Low
Closed
Expand this section to enter or edit

your answer to this attainment criteria.
Should say:
Expand this section to view and edit the
criteria for this attainment level.
Pass
The callout that states: (next to

criterion 1)
Expand this section to enter your
attainment criteria evidence.
Please change the message to read:
Expand this section to enter evidence
and comments.
S209
Odds and Ends 5
General User

and unrelated point
site
Main
Assessment report XLS - change the filename

suffix to format yyyy_mm_dd_hh_mm_ss so that
multiple saved files would appear in date order
in Windows Explorer
N/A
XYZ ABC users shouldn't really get the yellow

buttons on the Req List and Req Details pages
N/A
Rename the Assessments page to "Assessment

Summary". This should affect the <h1> tag and
also the breadcrumb
On the home page, relabel the "Go To The

Assessments Page" button to "Go To The
Assessments Section"
On the Req Details page, the label "Widget

Confirmed" needs to be "Widget Confirmed
Complete"
N/A
Low
Pass
N/A
Done
Pass
6/24/2010 N/A
Done
Pass
6/24/2010 N/A
Done
Pass
6/24/2010 N/A
Done
Pass
Change text on submission email from the

N
original:
You have successfully submitted your
organisation's Information Governance App (PQR
App) assessment.
To: Thank you for submitting your organisation's
Information Governance App assessment. Before
it is approved, you may be requested to supply
an Improvement Plan or clarification.
6/24/2010 N/A
Low
Pass
Changes to igt.widgets.css as per prototype file

igt.widgets.css_delta. In particular, this will
hopefully fix the problem that the font in the
header panel on the Req Details pags has
shrunk!
Done
Pass
Criteria preamble (class

Low
"attainmentLevelPrompt") and evidence
preamble (class
"attainmentCriterionPrompt") are now
too small
Closed
10
Update Organisation Type help page (see

prototype)
Low. CMC: Also changes so open all

help pages in a window without
toolbars etc
Pass
Dental Practice section, "PQR App view" Low

para - should be in italics.
EFG section - ditto (not bold).
Sorry, my fault - prototype was wrong.
Closed
11
Downloads page - large file size warning should

only be displayed for files larger than 1MB
N/A
Low
Pass
12
Rename What's New page to "News" - also

rename the Nav Bar menu too (the tooltip is OK
though)
7/5/2010 N/A
Low
Pass
Home page "What's New..." section

Low
should not have been changed - since it
only shows the last 4 articles. Don't
forget the ellipses either :)
Closed
13
Archive various articles on the "What's New"

page (see email from Magi Nwolie 28/06/2010)
7/5/2010 N/A
Low
Pass
N/A
N/A
7/5/2010 N/A
N/A
Richard has put "Widget Complete

Confirmed" instead of "Widget
Confirmed Complete"
EP - This info doesn't appear to even be

there anymore. Need to check if ok? RJM:
these items are being displayed ok now as
required. Dont understand above
comment?
EP - Forgot to actually click 'save' after
adding documents! Whoops!. All fine.
Then whilst uploading to 3a I noticed it

says it's already linked to widgets
102(a), 102(b). This should probably
say 102(1a), 102(1b), 102(2a). As it
stands it's missing one out.
S208
Very odd change request that makes no

sense and completely changes the way the
upload evidence works currently. Will take
several hours to do.
TH 25/6 - explained to RJM on the phone
and now understood and already fixed!
Closed
S214
S210
Odds and Ends 6
Misc Defects 2
General User
Developer

and unrelated point
site

fixed
Main
Main
14
Bulk Email Create page - page loads and

N
immediately scrolls down to bottom - presume
bacsue default button is the Create button and it
wants to get it on the page. Can we change it
somehow so that the top of the page displays
initially
N/A
N/A
Low: CMC Is a more generalised issue Pass

in that Des made the yellow button the
default button by always focusing on it.
This causes the page to jump to the
button. Is also apparent in other
screens such as Contact Us etc. Also
can cause a problem on screens such
as Widget details where the first yellow
button is actually the Done button for
the evidence upload even though its
not shown. Have now fixed so that
yellow button should work consistently
across the site.
15
Assessment Report: if no reports available, put

message "No reports are currently available for
this organisation" instead of "This organisation
does not have any assessments you able to
report on" (requested by Alistair Donaldson; he
can't find anything more significant that needs
changing :)
N/A
N/A
Low
Pass
16
Knowledge Base search - below the keywords

input field add "(only shows results where
<strong>all</strong> keywords match)".
See prototype for styling
N/A
N/A
Low
Pass
Need "s" on the end of "show" and

need bold for "all"
Low
Closed
17
Improvement Plan and Evidence Report - add the Y

date - see prototype for wording and styling
N/A
N/A
Medium
Pass
Org name and date should be <h2> not Low

<h3>
Closed
18
Org type Prison Health Unit needs changing back N

to Prison Health (feedback from prison staff
apparently!)
N/A
N/A
Low. CMC: Changed wording in some Pass

help files as well (sent mail to TOHE to
update his opies)
20
Some KB docs are in .XLSX/.DOCX format and

N
need converting to XLS/DOC and re-publishing to
the toolkit (Magi to update RATty DB and convert
docs)
N/A
N/A
Medium
Pass
21
When increase browser text size, top menu links N

and nav bar links overspill. Not sure what the
best way is to fix this - make them fixed size?
N/A
N/A
Low: CMC Have fixed font sizes for

navigation headers etc as was
unuseable anyway if increased text
size
Pass
Nav bar items have grown slightly in

Low
font size and now Information Mapping
crashes into the current item marker at
the RHS
Closed
22
About page: update "Who has to carry out an

information governance assessment?" section content as per prototype.
N/A
N/A
Low: CMC, couldn't actually see any

difference ? Have also changed
breadcrumb so that when about is
accessed correctly shows Help._About
rather than Home->About, have done
the same for Contact Us and
Accessibility in the page header
Pass
TH: Sorry, my fault, hadn't copied the

prototype across to the shared drive.
Have a look at it now.
Closed
23
Widgets List page: link to downloads should not N

be displayed for a v7 or less assessment. At
some future point we will have to extend in
preparation for v9 (separate item added to scope
list for this).
N/A
N/A
Medium
Pass
24
ISO/IEC 27002:2005 - rename page to "BS ISO

27000 Series of Information Secuerity
Standards", including link on Resources page.
Breadcrumb can be shortened to "BS ISO 27000
Series"
N/A
N/A
Low
Pass
25
Quick Start Guide:

1) Change "hover" to "move" (3 places)
2) Change "picture" to "symbol" (1 place)
3) After 1st para ("The PQR App has been
designed...", add the following para: "It also
includes links to specific help on how to comple
an PQR App assessment." (no hyperlinks though
as we want to user to scroll through the page to
find the links!)
N/A
N/A
Low
Pass
26
Assessment report - preamble para - change

"RAG status" to "grade". Also on Report chooser
page
N/A
N/A
Low
Pass
27
Req Details page - add whitespace between "Add N

other edidence" and the context help icon. Ditto
"Add an action" and context help icon
N/A
N/A
Low
Pass
28
Evidence Location pop-up, Upload File option,

info message "Evidence files are stored on our
secure server...". Change text from bold red to
normal black by changing class from (I think)
"infoMessage error" to "infoMessage"
N/A
N/A
Low
Pass
29
Assessment Summary page: make the

assessment status larger - font-size 1.2em (see
prototype for styling)
N/A
N/A
Low
Pass
30
Reqt Owners page - add a Save button to the top N

as well as at the bottom. Also
N/A
N/A
Low
Pass
31
Req Owners page: Owner column: context help - N

change tag to "widgetOwnerEditable" and get
latest context help file
N/A
N/A
Low
Pass
32
Req Owners page - add a "Cancel" button which

returns to the Req List page without saving
changes
N/A
N/A
Low
Pass
33
Req Owners page - add white space between the N

table and the Save button. In the prototype I
have a class "buttons" defined in
master_delta.css
N/A
N/A
Low
Pass
34
Req Owners page - change table style to match

that on Req List page
N/A
N/A
Low
Pass
35
Req Details page - evidence bullet list - second

and subsequent lines need to be indented
N/A
N/A
Done by TH via chanegs to

igt.widgets.css
Pass
36
Downloads page - XLS download - change ".XLS" Y

to just "XLS"
N/A
N/A
Low
Pass
40
Further updates to Assessment Help (simplified

Y
and Social Care) as per email from TH to CMC on
19/07/2010 (ref. Magi)
N/A
N/A
Low
Pass
Info Mapping pages need styling e.g. Tabbed

control with no borders (ref. Niall)
N/A
N/A
Low
System Error page - make it not log the user out

if possible
N/A
N/A
Low
System Error page - in test environment only,

provide direct link to the error display page
N/A
N/A
Low
System Error display page - make the system

cauture and display date & time the error
occurred
N/A
N/A
Low
News Article page - change "Back to What's New Y

page" to "Back to News page"
N/A
N/A
Low
On the Assessments Page, click "Work on this

N
Assessment" before page properly loaded (in IE8)
gives an error "Validation of Viewstate MAC
failed". Suggested fix is to disable the buttons
until the page is fully loaded.
N/A
N/A
High
Pass
Problem in live, ok in UAT: Create new user. Once N

created, the user details are re-displayed for
editing. The breadcrumb says just "Edit" and you
can't easily get back to the list of users for that
org.
N/A
N/A
Medium
Pass
In live: create bulk email; add attachment; view

attachment - attachment not shown. Also click
save bulk email and get an error (says Des)
N/A
N/A
Medium
Pass
Improvement Plan Report - context help icon not N

being displayed
N/A
N/A
Low
Pass
Improvement Plan report - can't view evidence

files - get permissions error (when logged in as
XYZ ABC viewing evidence file from org code
RDE)
N/A
N/A
Medium
Pass
Assessment Report XLS - problems opening file

(unknown file type) in IE6/XL2002 -seems to be
worst when all three breakdown options are
ticked (OK if only tick one or two options). See
email from Magi 29/06/2010
N/A
N/A
High
Pass
Yellow buttons no longer yellow in Chrome
N/A
N/A
Low
Pass
Contact Us page: Tooltips for Org Name and Org

Code need changing (cut & pasted from
Telephone field)
N/A
N/A
Low
Pass
Updates needed to content of XYZ and Trust

assessment help as per prototype
N/A
N/A
Medium
Pass
CMC: Also made this change live
Closed
10
Contact Us email - no newlines between Org

Name, Org Type and content
N/A
N/A
Low
Pass
CMC: Fixed this issue and some other

issues with this page i.e. was showing
the Org type as the code
Closed
TH 6/7 couldn't re-test since original issue

came by way of a help desk call
11
Registration - step 6 - click "create account"

(thingy org type) and get system error
N/A
N/A
High
Pass
Closed
Fixed in UAT but problem still occurring in

live e.g. Org code FVG16 (Pearl Chemist)
TH 12/7: re-tested OK by user
12
Assessment Report criteria - when I tick or untick N

options there is a jitter which I think is due to
running a bit of javascript (maybe some ajax) to
update the "Compare With Previous" drop-down
contents. It makes ticking the boxes a bit tricky
and unpredictable, especially in IE6. The JS
doesn't need to fire on every field, just on the
Assessment Version one.
N/A
N/A
Low
Pass
Closed
14
KB items with links to toolkit e.g. Link to ISO

page don't work
N/A
N/A
Medium
Pass
26
Assessments screen N/A

Logged in as gp on UAT environment where gp
has a V8 plus some other previous versions. The
'reset' and 'submit' buttons aren't placed
correctly within the blue section of V8. They kind
of straddle the V8 and the previous V7 blue
section.
N/A
N/A
Low
Pass
28
Some knowledge base files are missing from the N/A

live site. Example: 4 x XLSX files in req't 8-401
including "XYZ Number standard_Training Review
Log.xlsx"
N/A
N/A
Done
Pass
30
GHJ Overview Report - assessment status column N/A

- should be "Not Started" as opposed to "Not
Answered"
N/A
N/A
Low
Pass
32
XL publish (when adding a new widget) needs to

include all widgets in the XL sheet, not just the
added one.
High
Pass
37
Widgets XLS: The "Description" column on both N/A

the Req List and Details tabs should containg the
Widget Question Text, not the Widget
Description.
N/A
N/A
Medium
Pass
Closed
38
Knowledge Base page - Widget dropdown is

empty
N/A
N/A
N/A
Medium
Pass
Closed
39
Improvement Plan Admin page - CC field N/A

context help not showing - checked source code
and I think the tag is wrong - should have a lower
case "c" at the end of
"improvementPlanReminderCc"
N/A
N/A
Low
Pass
Closed
43
Evidence upload - every time I save a widget it

N/A
updates the "date uploaded" for each associated
piece of evidence. The date uploaded should
remain as the date and time it was actually first
uploaded. Unless of course it is re-uploaded
N/A
N/A
Medium
Pass
Closed
44
Req Details page. Add an action, type enough

N/A
words to over fill the input box. Then add an
owner, then click on the calendar icon to add a
date. In IE7, the table becomes too wide to fit in
the surrounding DIV and disappears off the RHS.
In IE8, the whole left hand half of the main panel
disappears. See email from Rees Cox,
13/06,2010 - forwarded by Tony Heap to Chris
Clark on 13/06/2010
N/A
N/A
Medium
Pass
Closed
47
Req Details page: the key widget image should

be Key.gif, not Key.png
N/A
N/A
N/A
Low
Pass
Closed
48
On live organisation RXYZ, widget 207 try and

N/A
view evidence against criteria 1a and you get an
error.
N/A
N/A
High
Pass
Closed
50
a.test:acute - answer level 0 on all req'ts,

baseline, perf update, mark all req'ts complete
and confirmed, then confirm assessment, submit,
approve. Now unapprove, unsubmit, unconfirm.
Drill down to Req 99-101. Got a system error
"Object reference not set to an instance of an
object"
Pass
Closed
51
Req 8-210 needs to be a Key Req't - fix it with a

DB tweak
N/A
52
Evidence Location pop-up: using IE6 on Citrix,

select "Upload File". System displays "Loading"
message and progress indicator, but progress
indicator is not animated and the system does
not respond (waited for 10 minutes)
N/A
TH
CMC
Need to rebuild test
Closed
Changed wording in some help files as

well
Low
Spare " at the end of added para
Closed
Too much - I only wanted a single

space!
Closed
Closed
CMC: Tested this in live and couldn't

recreate all appeared fine so marking
as fixed
Withdrawn TH 6/7 couldn't re-create either!
Closed
CMC:Again appeared fine in live so

marking as Fixed
Closed
TH 6/7 needs testing in live (can't test in

sys test)
Closed
Need to test in live
Closed
6/7 tested OK in live
Closed
Closed
Closed
DEV - login details
p87639/elpe/4testing. Not found. Need
more info re browser version etc. Tested
with IE8/Chrome.
Closed
CMC:Cant re-create on local or UAT

enviroment. I wonder iof changes to this
screen have fixed this issue anyway so
marked as fixed
TH 13/7 assumed fixed without retest
EP - Thats cos UAT has been rebuilt.

You just need to setup another gp user
to test this with.
CMC
CMC
7/2/2010 N/A
N/A
N/A
Closed
Closed
THMA Re-working
Closed
tested by cmc
High
Pass
DB tweak done - PDF files need recreating
Closed
Medium
Pass
TH 14/7 Suspect this is a Citrix security

permissions issue so have asked user to
check it out with their IT people
(lyndaharris2@nhs.net; 01582 568935).
Awaiting a response
Withdrawn TH 23/07 Assumed client-side problem user never got back to us to confirm
S215
Misc Defects 3
Developer

fixed
Main
53
In sys test, cannot upload any evidence files N/A

getting a virus checker error message (even for a
gif)
N/A
N/A
Low
Pass
Bulk email send failed in live (see log for details) N

- every 31st email address fails
N/A
N/A
Medium
Fail
Raised
On the Req Details page, if I have achieved 1a

but not 1b, the score should be 0, not blank.
More generally, only leave the score blank if I
have not yet achieved *any* criteria.
N/A
N/A
N/A
Low
Fail
Raised
Create new user (Simplified Interface) - when I

create the new user it shows (greyed out) the
Reviewer and User permissions but not the
Admin permission - this is a bit confusing
because the system then allocates them Admin
permissions, plus also Info Mapping Admin and
Info Mapping User. I can guess why it works this
way but it doesn't seem right.
N/A
N/A
N/A
Low
One for CC probably
Fail
Raised
Performance Progress Report - an PQRAF req't

which is NR or Exempt should have a green
background, not blue
N/A
N/A
N/A
Low
Pending
Raised
On UAT, as ABC user, view assessment for org

ctptest2. Unapprove it. The page is redisplayed
but the bottom of the blue box is missing.
N/A
N/A
N/A
Low
Fail
Raised
IE7, Req Details page - top nav not showing (it's

OK on other pages, just this one!)
N/A
N/A
N/A
CMC
Low
Pending
Raised
CMC:Was only occuring on those widgets

which didn't have a Training Tool section
entry.
Firefox 3.5.2: yellow buttons aren't yellow, unless N/A

you hover! Some problem in the CSS perhaps?
N/A
N/A
CMC
Low
Pass
Closed
Firefox has a whole heap of it's own quirks
FF 3.5.2: on an evidence item which has a

N/A
location of "[select]", upload an evidence file and
then go back to the Req Details page. The
location remains as "[select]" even though the
evidence is there if you open the pop-up again.
Clicking "Save" updates the evidence table so it
is correct.
N/A
N/A
CMC
Low
Pass
Closed
As above
FF 3.5.2: clicking "Add other evidence" or "Add

an action" doesn't work (sends you to the top of
the page but doesn't add a blank row for you to
fill in)
N/A
N/A
N/A
CMC
Medium
Pass
Closed
As above. There are many issues on

several pages with Firefox.
10
Firefox 3.6.3 - completed req't up to level 3 (did

level 3 first followed by 1 and 2) but Current
Level not populated
N/A
N/A
CMC
High
Pass
Closed
11
Performance Progress Report N/A

Interestingly, when I click on the 'Guidance' link,
the hyperlink line is removed underneath the
word 'Guidance' (although it is still a link)
N/A
N/A
Low
Fail
12
Performance Progress Report The Choose Assessment drop down - there is no

gap between that and the 'Contact' section
below
N/A
N/A
N/A
Low
Fail
Failed
13
Submit baseline (a.test:acute) - message says

"go to your version 7 widgets" - should say "go
to your version 99 widgets". Message for
performance update is correct
N/A
N/A
N/A
Low
Fail
Raised
14
Publish process - copying of files to web servers

is currently a manual process due to issues with
file permissions. Need to find a way of
automating this. Includes widgets, knowledge
base and glossary
N/A
N/A
N/A
Medium
Fail
Raised
15
Improvement Plan report: in live, using Chrome,

log in as XYZ ABC, select Improvement Plan and
Evidence Report, search for RDE, select Show
Report. The report window does not open.
N/A
N/A
N/A
Medium
Fail
Raised
16
Req Details page: the time uploaded for an

N/A
evidence file gets updated every time the widget
is saved. Obviously it should remain at the time
the file was actually uploaded
N/A
N/A
Low
Fail
Raised
17
Req Details page (IE6) - target date calendar icon N/A

wraps onto separate line
N/A
N/A
Low
Fail
Raised
18
About page, "Who has to carry out..." section, 1st N/A

bullet - "HS" should be "XYZ" (sorry, my fault prototype was wrong)
N/A
N/A
CMC
Low
Pending
Raised
19
In live (using Firefox): org NP201, req 206 - level

1 and 2 ticked but current level shows as blank.
N/A
N/A
N/A
CMC
Low
N/A
Withdrawn This is related to problem outlined in step

10
20
Firefox: yellow buttons not yellow (only yellow on N/A

hover)
N/A
N/A
CMC
Low
N/A
Withdrawn This is duplicate of step 7
21
Firefox: News page: RSS Feed logo on RHS too

low down
N/A
N/A
N/A
CMC
Low
Pending
Raised
22
Assessments page: logged in as nhscfh, view

N/A
assessments for a.test:acute when the v99
assessment is approved. Importantly, the main
content is shorter than the nav bar. Unapprove
the assessment. The main panel grows in length
and overflows into the footer. The main content
does not expand. I think this is because
somewhere in javascript there is a bit which sets
the main content height to the same as the nav
bar height if it is smaller (to avoid a pale blue
background) - i am guessing that this function
isn't being triggered when the page refreshes
with the unapproved assessment. The most
elegant solution to this would be to change the
main content background to white and get rid of
the height fixer function (but then again the
height fixer is in there for a reason...)
N/A
N/A
Low
Fail
Raised
23
The breadcrumb trail is unable to display the full N/A

trail path due to size limitation in the sites
design.
N/A
N/A
Low
Fail
Raised
24
Get error when viewing widgets details page

N/A
when not logged in if just open the page directly
from previously saved breadcrumb without
navigating through the site
N/A
N/A
Medium
Pass
Closed
25
Can mark a widget as exempt even though the

assessment is submitted
N/A
N/A
N/A
CMC
Medium
Pending
Raised
26
When a requrement has been exempted if you

clear the exemtpion although the reason for the
exemption is clared on screen it remains in the
database even after a save and so gets redisplayed even though the widget is no longer
exempt
With IE6 when expand the criteria for an
attainment level the display jumps and puts the
main display below the navigation header
N/A
N/A
N/A
CMC
Medium
Pending
Raised
N/A
N/A
N/A
CMC
Medium
Pass
Closed
27
S212
S178
User Friendly Error Page
New Org Type: Thingy HQ
General User
XYZ ABC User
Receive a user friendly

error message when a
system error occurs,
including a reference
number to help ABC
diagnose the problem
Set up Thingy HQ users
Main
Main
Do something to cause a system error
Sys Admin
Import relationships
between pharmacies and
pharnacy HQs from TDB
S180
View Thingy Reports as

Thingy HQ
Organisation User Be able to view

Main
Performance Performance
Reports of Pharmacies as
a Thingy HQ
Main
Assign Organisation
Auditor Role
Organisation
Admin
Assign the "Organisation

Auditor" role to users
within my organisation
Main
N/A
N/A
6/30/2010 done
Pass
The wording on the error page is

confusing - Do I click the error ID or
click the email link?
Medium
Closed
N/A
N/A
6/30/2010 done
Pass
No server code in sys test - suspect this Medium

needs configuring so I can re-test
Closed
The server code is "L" for Leeds or "E" for Exeter Y

followed by "W" for WWW server or "N" for N3
server e.g. "LW" or "EN"
N/A
N/A
6/30/2010 done
Pass
The system logs the details of the error to an

error log file, including the error reference as
displayed to the user
N/A
N/A
6/30/2010 done
Pass
When I click on the error ref the system Medium

creates an email to the help desk out of
the back of the system. This is probably
a bad idea since the error might be that
the system cannot send emails.
Perhaps would be better to do the
following: when the user clicks the help
desk email address the system opens
an outlook email with the error ref
already populated
Closed
Pass
I suspect that the error details are

being stored in the DB - this is a bad
idea since the error might be that the
DB is down. Rather it should send the
error details to an error log
Medium
Closed
Pass
Created a system error using the

facility provided for ABC users under
"admin".
Attempted to view the error using the
provided error viewer page but it gave
an error "Incorrect error reference
specified"
High
Closed
Pending
GT - When editing a users role, once

Low
updated the screen should either return
to the previous screen and/or provide
confirmation that the role has been
updated. Also the commas between
each role title are sepearated by an
extra space between each title e.g.
Organisation Administrator ,
Organisation Auditor , User admin
sceen needs a Cancel button.
Changed the error handling so that if it

cannot write to the database it outputs a
particular error message stating this.
Writing to log files etc can produce their
own errors anyway
Request to create a new organisation
Create a Thingy HQ org, using the

correct ODS code as already specified in
ODS - format is "Pxxx"
Request to create a new user for the org
One of the available org types is "Thingy HQ"
6/30/2010 N/A
There is only one possible role - "Organisation

Admin" or similar (model it on the healthcare
commission)
6/30/2010 N/A
There are *not* details of my assessment

N
There is *not* an Assessments option on the nav N
bar
6/30/2010 N/A
6/30/2010 N/A
There are *not* any reports related to

assessments for my organisation
6/30/2010
The system imports the parent/child

N
relationships between pharmacies and thingy
HQs from TDB, based on thingy HQ org code and
thingy org code
6/30/2010 N/A
There is a report "Thingy HQ Overview Report"
6/30/2010 N/A
The system asks me to select which version

assessment I want to report on (default most
recent as per GHJ overview report)
6/30/2010 N/A
The system displays a report on all pharmacies

belonging to the Thingy HQ. The content of the
report is as per the GHJ Overview report
6/30/2010 N/A
The system validates that I am *not* using the

simplified interface
6/30/2010 N/A
CMC
There is an option to give them a role

"Organisation Auditor"
6/30/2010 N/A
CMC
6
7
Log in as the new user
8
9
Wait overnight
Log in as a thingy HQ user
2
3
4
5
Select this report
6
7
8
Select version
Request to create a new user for my

own organisation
EP - Retest failed 25/06
To view the error details logon as

nhscfh goto admin and then view
system error. On the page enter the
error reference to view the detail
The system displays an error reference code in

Y
the format "PQRT-<server code>-<ref number>"
RJM: Makes sense that if anything entered

mark as L0. Doesn't make sense that if 1a
changed but not 1b mark 0. What if 1a &&
1b are changed? What if level is NR or EX
when you change any of the other criteria?
TH: I agree so only leave the score blank if
I have not yet achieved *any* criteria.
Raised
The system displays the user friendly "system

error" page (see error.html in prototype)
S195
[tohe] Stylesheet change required for

"vsisted" style of the link
Import Thingy HQ
Relationships
Closed
S179
CMC
Works OK in UAT - problem is sys test

doesn't have Symantec installed - so
just need to fix in sys test env't
Give them this role
GT - Not sure on this - simplified

interface?
Pass
Raised
CMC:Have added a user updated message

to the screen. Also changed to remove
extra whitespace in role summary on user
summary screen. Have also added Cancel
button to User details screem
2a
1a
5
6
Create the user
1
2
I am using the simplified interface
3
4
Create the user
Request to create a new user for an

organisation (as an XYZ ABC user)
S196
Permissions
Organisation
Auditor
Access existing functions

as appropriate to my
status
Main
S197
Mark Assessment As
Audited
Organisation
Auditor
Mark an assessment as
audited
Main
3
4
Go to the Widgets List page
Drill down to the Widget Details page for

an in-progress assessment
6
1
Go to the Assessments page
S213
Tri State Tick Boxes on

Widget Details Page
Forgotten User Details

Enhanced
Organisation User See "really" disabled tick

boxes as greyed out but
see "auto tick by system"
tick boxes as not greyed
out
General User
Main
Receive user details

Main
reminders for multiple
accounts and with a more
secure password reset
solution
6/30/2010 N/A
CMC
GT - Assessment, PPR and Improvement High

Plan Reports are all visible for my
organisation and PPR for other
organisations
Withdrawn CMC:Cannot re-create locally or on system

test will need to check with Gee what org
type he used etc.
GT - Assessment, PPR and Improvement High

Plan Reports are all visible for my
organisation and PPR for other
organisations
Withdrawn CMC:Cannot re-create locally or on system

test will need to check with Gee what org
type he used etc.
Pass
As an nhscfh user i am unable to tick

the "Exempt" box (it's greyed out)
Closed
Fail
Tick widget as complete - all attainment Low

level and criterion boxes grey out
The untick complete and the other
boxes correctly un-grey.
Tick as complete again then click Save
Now untick complete. Only Level 0
achieved ungreys - level 1,2,3 and
attainment criteria remain gray.
In the original spec we said that the
checkboxes would only ever go grey or
ungrey on save, but the current state is
somewhere in between, which is
probably a bit confusing for users
Pass
Pass
The widgets link was not visible for the
user with Organisation Auditor
permissions?
6/30/2010 N/A
CMC
Pass
PPRs and GHJ overvioew reports are not available N

to me
6/30/2010 N/A
CMC
Pass
Pass
Pass
System displays the Audit Details page

The following fields are available (all default to
blank)
Y
Y
7/5/2010
7/5/2010
CMC
CMC
Pass
Pass
- Assessment Audited (checkbox)

- Audit Date (date field)
- Scope of Audit (text area)
- Lead Auditor (text)
- Auditor Organisation (text)
- Auditor Address (text)
- Auditor Telephone (text)
- Auditor Email (text)
Y
Y
Y
Y
Y
Y
Y
Y
7/5/2010
7/5/2010
7/5/2010
7/5/2010
7/5/2010
7/5/2010
7/5/2010
7/5/2010
CMC
CMC
CMC
CMC
CMC
CMC
CMC
CMC
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass

Y
The system displays the "Assessment Summary" Y
page
7/5/2010
7/5/2010
CMC
CMC
Pass
Pass
The assessment is marked as having been

audited
7/5/2010
CMC
My changes are not saved

Y
page
7/5/2010
7/5/2010
CMC
CMC
Pass
Pass
For each assessment (current and past), there a

row in the "Headlines" table indicating whether
each assessment has been audited
7/5/2010
CMC
Pass
If an assessment has been audited, there is an

option to view the audit details
7/5/2010
CMC
Pass
System displays the Audit Details page

The system displays the same data as for the
auditor but it is all read-only
Y
Y
7/5/2010
7/5/2010
CMC
CMC
Pass
Pass

page
7/5/2010
CMC
Pass
There is not an option to view the audit details
7/5/2010
CMC
Pass
Request to edit audit details
Mark the assessment as audited and

enter the audit data
Click "Save"
Click Cancel
Request to view audit details
7
8
Click Done
1
2
An assessment hasn't been audited
Story details TBC
Pass
GT - If you click cancel then no
amendments are saved
Go to the assessments page (as a user

who does not have the Organisation
Auditor role)
4
5
6
Indicate that I have forgotten my user

details
The system displays the "Forgotten User Details" Y

page
7/5/2010
CMC
Pending
3
4
The system asks for my email address

Y
The system does *not* ask me whether I want to Y
reset my password or not
7/5/2010
7/5/2010
CMC
CMC
Pending
Pending
The system tells me it will send me an email

including instructions on how to reset my
password (see prototype for wording)
7/5/2010
CMC
Pending
The system validates that the email address

matches exactly one user account
7/5/2010
The system sends an email to the specified email Y

address
7/5/2010
The email lists the following details for the

matching account:
10
11
12
13
14
Org name
Org code
User ID
User Role(s)
The email includes a link to follow to reset the
password
Y
Y
Y
Y
Y
7/5/2010
7/5/2010
7/5/2010
7/5/2010
7/5/2010
The link is unique to this request and not

guessable
N/A
7/5/2010
Enter my email address and click

"Remind Me"
The system tells me it has sent me an email (see Y

7/5/2010
18
The system opens the "Reset Password" page in

a new browser window
7/5/2010
19
The system validates that less than an hour has

passed since the email was sent
7/5/2010
20
The system displays my org name, org code and Y

user id
7/5/2010
21
The system asks me for my password and to

confirm my password
7/5/2010
22
The system displays details of the password rules Y
7/5/2010
24
The system validates my password (as per

current)
N/A
7/5/2010
25
The system resets my password to the new

password
N/A
7/5/2010
26
The system tells me it has reset my password
7/5/2010
1
2
Click on the "reset password" link in th

email
Enter my password (including confirm)
Password reset link timed out

The system tells me that the password reset has Y
expired and that I need to get another user
details reminder.
1
2
3
There is no matching account
There are multiple matching accounts
There is a link to the Forgotten User Details page
The system does not send an email

The system displays exactly the same message
as if it had sent me an email
N/A
Y
7/5/2010
7/5/2010
The system sends an email to the specified email Y

address
7/5/2010
The email tells me how many accounts are

registered to the same address
7/5/2010
The email includes a link to reset all passwords

at once
7/5/2010
The email lists details for all accounts (as per

Main Flow)
7/5/2010
The email puts "Account 1", "Account 2" etc.

above each set of account details
7/5/2010
The email includes a link to reset the password

on each individual account
7/5/2010
The system opens the "Reset Password" page in

a new browser window
7/5/2010
10

7/5/2010
11
For each account to be reset, the system

displays my org name, org code and user id
7/5/2010
12
The system asks me for my password and to

confirm my password
7/5/2010
13
The system displays details of the password rules Y
7/5/2010
15
The system validates my password (as per

current)
N/A
7/5/2010
16
The system resets my password (on all accounts) N/A

to the new password
7/5/2010
17
The system tells me it has reset my password
7/5/2010
The system validates that I am able to register

online (no change)
N/A
The system displays step 3 and tells me i can

register online (no change)
N/A
The page includes a warning that I need to have

access to my email account to complete
registration. (see prototype for wording)
6/30/2010
The system sends an email to the supplied email Y

address
6/30/2010
The email content is as per the prototype

(register_7.html)
6/30/2010
The email contains a URL for the user to click
6/30/2010
9
10
The URL is unique and not guessable

N/A
The system displays "Registration Step 7 - Email Y
Validation"
6/30/2010
6/30/2010

6/30/2010
14
11
12
12a
There is not an option to assign widget owners
CMC: Note this is only PPR report on

other organisations. Should still be
able to see it for own organisation
CMC
Main
CMC
CMC
Improve email validation

within the registration
process by sending an
email to the user and
forcing them to
acknowledge it
6/30/2010 N/A
7/5/2010
General User
PPRs and GHJ overvioew reports are not available N

to me
Pass
7/5/2010
23
Validate Email Address
CMC
17
S188
CMC
6/30/2010 N/A
16
7b
6/30/2010 N/A
There is an option to edit the audit details
15
7a
As per main flow (simplified interface check

N
applies to created user org type, not my own org
type)
For each assessment (current and past), there a

row in the "Headlines" table indicating whether
each assessment has been audited
18a
The Organisation Auditor role is not assigned to

the user
Pass
GT - This is displayed but the user has Pass
to browse back to the user admin page
3
4
5
6
2
3
S204
CMC
19
3a
CMC
6/30/2010 N/A
The widget answer is read only
16
17
18
1a
6/30/2010 N/A
Log on as an Information Mapping User

or Information Mapping Admin (but not
org admin)
2
3
7
8
9
10
11
12
13
14
15
16a
The "Organisation Auditor" role is not displayed
1a
System displays new user details including the

fact that they have the new role
Click on the "reset password on all

accounts" link in the email
Enter my password (including confirm)
Request to register an account, and

work through registration steps 1 and 2
At Registration Step 6, request to create

an PQR App account
Click the link in the email

N/A
13
The system creates the user account and sends N

account and password details in separate emails
(as per current).
6/30/2010
14
The system displays "Registration Step 8 N

Account Created" (NB ignore prototype which has
changed to due to story S211)
6/30/2010
An hour has passed since the email was

sent
N/A
N/A
N/A
N/A
Medium
Raised
S201

Enhancements
Sys Admin
Be able to republish the

knowledge base without
wiping out links with
widgets
Main
1a
1b
3
4
5
Request to try again
In Meerkat, request to publish widgets
6/30/2010
There is an option to try again
6/30/2010
The system displays Registration Step 1
6/30/2010
The system does not publish the knowledge base N
N/A
N/A
Pass
The system publishes the widgets to the

database only (as per current), including
additions and uplifts to widgets
N/A
N/A
Pass
The system does not publish the widgetknowledge base links
N/A
N/A
Pass
The system does not publish any PDFs (and

therefore does not publish the PDF file names to
the database)
N/A
N/A
Pass
6
1
Enter my own password

during registration
Main
S192
Approve Bulk Email
XYZ ABC User
See roughly how many

users bulk emails will be
sent to
Main
Approve a bulk email to be Main

sent
Closed
TH retected still failed
19/07 TH retested still failed
Pass
N/A
Pass
The system publishes or re-publishes the widget- N

knowledge base links - this is a complete
replacement, so the old set of links is first
removed
N/A
N/A
Pass
The system republishes the full set of PDFs,

booklets and ZIPs for the current widget version
N/A
N/A
Pass
The system publishes or republishes the PDF and N

ZIP filenames to the database so that the
download links all work OK
N/A
N/A
Pass
The system republishes the full set of widgets

XLSs for the current widget version
N/A
N/A
Pass
Started RATty, didn't import data into

staging tables, ran XLS publish, RATty
crashed with no error message
Medium
Closed
Pass
Started RATty, did import data, didn't

publish data, ran XLS publish, got the
following error: "Publish failed & Rolled
Back with: Object cannot be cast from
DBNull to other types
High
Closed
Tried to publish XLS based on full RATty High

DB (not just a subset). Got the following
error: "A an item with the same key has
already been added"
Closed
1
2
Request to publish the widget PDFs
Request to publish the widgets XLSs
The system publishes or republishes the XLS

filenames to the database so that the download
links all work OK
N/A
N/A
Request to register an account, and

work through steps 1, 2 and 3
There is an option to enter my password
There is an option to confirm my password
The valid password rules are displayed
Y
Y
Y
Y
7/22/2010
7/22/2010
7/22/2010
7/22/2010
Enter user details

The system validates that I have entered a
password
7/22/2010
The system validates the password against the

PQRT password validation rules
7/22/2010
The system validates that I have confirmed my

password and that it matches the password I
entered
7/22/2010
10
11
7/22/2010
The system displays Regsitration Step 8

Content is as per prototype
The system sends me an email containing my
account details (but not my password) - content
as per registration_8.html
Y
Y
Y
7/22/2010
7/22/2010
7/22/2010
For each unsent email, the system tells me the

Y
approximate number of users the email will be
sent to, based on current user numbers and roles
7/22/2010
For each sent email, the system tells me how

Y
many users it was successfully sent to (captured
at the time of sending)
7/22/2010
For each sent email, if there were any email

failures, the system tells me how many users it
failed to send to (captured at the time of
sending)
7/22/2010
All emails that are not sent (and not approved)

are marked as "Draft" (state name change from
"Pending")
7/22/2010
System validates that I have the "Bulk Email

Approver" role (this is a role that can only be
assigned by the sys admin)
7/22/2010
There is an option to approve the email
7/22/2010
System saves my changes

System approves the email
System displays the bulk email list
The email is marked as approved
There is an option to view the email and an
option to delete the email (but not to edit it)
N/A
Y
Y
Y
Y
7/22/2010
7/22/2010
7/22/2010
7/22/2010
7/22/2010
The email is read only

There is an option to unapprove the email
Y
Y
7/22/2010
7/22/2010
The system sends all approved emails that are

on or past their send date
7/22/2010
The system does not send any draft emails
Work through registration to the point

where I have validated my email address
Request to view the list of bulk emails
View the bulk email list
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
16a
Published req data then published req High

PDFs. In web app, went to req list page
and got a system error "Item has
already been added. Key in dictionary:
'101' Key being added: '101'" screenshot sent to Tom
N/A
N/A
12
13
14
View Number of
XYZ ABC User
Recipeients for Bulk Emails
Closed
N/A
2
3
4
5
6
7
S193
High
The system publishes the knowledge base (as

per current)
Pass
Pass
General User
System error as sent to Tom
The system does not publish any XL sheets
Enter Own Password in

Registration
Closed
Request to publish the knowledge base
S211
Published new req't 102 to acute, went Medium

into web app, viewed req't and KB links
were there - they should not have been.
1c
The system tells me that my registration token

has expired (see prototype for wording)
18
1
2
3
4
Request to view a Draft bulk email
Make some changes to the email

Request to approve the email
View the email again
Wait overnight
7/22/2010
System unapproves the email (changes it back to Y

draft)
7/22/2010
System displays the bulk email list

The email is marked as draft
7/22/2010
7/22/2010
Request to unapprove the email
Y
Y
Actor Name
General User
Anonymous User
Logged In User
Organisation User
Description
Any user, whether logged in or not
Any user who is not logged in
Any user who is logged in
User responsible for basic operations within their organisation
e.g. entering widget responses
Organisation Reviewer User responsible for reviewing widget responses for their
organisation
Organisation
Administrator
User responsible for performing admin tasks for their

organisation
User responsible to auditing assessments for a specific

organisation
XYZ ABC User
User within XYZ ABC responsible for performing various crossorganisation admin tasks
Sys Admin
System administrator
Story Point Count Summary

Increment Story Points Man Days Velocity
v8.0
v8.0
v8.0
v8.0
v8.0
v8.0
v8.0
v8.0
(i1)
(i2)
(i3)
(i4)
(i5)
(i6)
(i7)
(i8)
Total
30.75
47.00
58.00
48.00
50.50
37.00
22.50
13.00
29
60
59
70
59.5
37
69.5
37
1.06
0.78
0.98
0.69
0.85
1.00
0.32
0.35
306.75
421
0.73
Increment Total Story Total Man

Name
Points In
Days
Scope
v8.0 (i1)
30.75
29
Date
Estimated Total
Actual
Velocity
Story
Velocity
Points
Delivered
1.06
30.75
1.06
Week 1
Week 2
Story Points
Week 3
35
30
25
20
15
10
5
0
1/25/2010
1/26/2010
1/27/2010
1/28/2010
1/29/2010
2/1/2010
2/2/2010
2/3/2010
2/4/2010
2/5/2010
2/8/2010
2/9/2010
2/10/2010
2/11/2010
2/12/2010
Man Days Man Days

(Today)
(Cumulative)
1
1
1
1
1
0
0
3
3
3
3
3
3
3
3
1
2
3
4
5
5
5
8
11
14
17
20
23
26
29
10
5
0
Story Points Story Points

Story Points
(Est
(Actual Today) (Actual
Cumulative)
Cumulative)
1.06
2.12
3.18
4.24
5.30
5.30
5.30
8.48
11.66
14.84
18.03
21.21
24.39
27.57
30.75
0
2
3.75
0.5
2
0
0
0
5
0
2
0
5
2.5
8
0
2
5.75
6.25
8.25
8.25
8.25
8.25
13.25
13.25
15.25
15.25
20.25
22.75
30.75
Estimat
ed
0
0
0
0
0
0
0
0
0
0
2
2
0.5
0.25
2
0.5
0.5
0.25
0.25
0

Name
Points In
Days
Scope
v8.0 (i2)
47
60
Date
Estimated Total
Actual
Velocity
Story
Velocity
Points
Delivered
0.78
47
0.78
Week 1
Week 2
Week 3
Story Points
Week 4
50
45
40
35
30
25
20
15
10
5
0
2/15/2010
2/16/2010
2/17/2010
2/18/2010
2/19/2010
2/22/2010
2/23/2010
2/24/2010
2/25/2010
2/26/2010
3/1/2010
3/2/2010
3/3/2010
3/4/2010
3/5/2010
3/8/2010
Man Days Man Days

(Today)
(Cumulative)
0
2
4
4
4
5
5
5
5
5
4
4
4
4
4
1
0
2
6
10
14
19
24
29
34
39
43
47
51
55
59
60
15
10
5
0

Story Points
(Est
Cumulative)
Cumulative)
0.00
1.57
4.70
7.83
10.97
14.88
18.80
22.72
26.63
30.55
33.68
36.82
39.95
43.08
46.22
47.00
0
0
0.5
2
0
0.5
7
6
9
0
2
2
0
8
6
4
0
0
0.5
2.5
2.5
3
10
16
25
25
27
29
29
37
43
47
Estimat
ed
ed

Name
Points In
Days
Scope
v8.0 (i3)
58
59
aim for
Date
Estimated Total
Actual
Velocity
Story
Velocity
Points
Delivered
0.98
0.8
47.2
58
0.98
Week 1
Week 2
Week 3
Story Points
Week 4
70
60
50
40
30
20
10
3/8/2010
3/9/2010
3/10/2010
3/11/2010
3/12/2010
3/15/2010
3/16/2010
3/17/2010
3/18/2010
3/19/2010
3/22/2010
3/23/2010
3/24/2010
3/25/2010
3/26/2010
3/29/2010
3/30/2010
Man Days Man Days

(Today)
(Cumulative)
4
3
3
3
3
6
5
5
5
4
4
5
4
4
0
0
1
4
7
10
13
16
22
27
32
37
41
45
50
54
58
58
58
59
40
30
20
10
0

Story Points
(Est
Cumulative)
Cumulative)
3.93
6.88
9.83
12.78
15.73
21.63
26.54
31.46
36.37
40.31
44.24
49.15
53.08
57.02
57.02
57.02
58.00
0
0
0
0
0
0
5.5
6
3
8
0
17.5
2
1
3
0
12
0
0
0
0
0
0
5.5
11.5
14.5
22.5
22.5
40
42
43
46
46
58
Estimat
ed
Chris
Richard
1
1
1
1
1
1
1
1
1
Tom
0
1
1
1
1
1
1
1
1
1
1
1
1
1
Des
1
1
1
1
1
1
1
1
1
1
1
1
1
1
Niall
2
1
1
1
1
2
1
1
1
1
1
1
1
1
1
1
1
1
1
Estimat
ed

Name
Points In
Days
Scope
v8.0 (i4)
48
70
aim for
Date
Estimated Total
Actual
Velocity
Story
Velocity
Points
Delivered
0.69
0.75
52.5
48
0.69
Week 1
Week 2
Week 3
Story Points
Week 4
60
50
40
30
20
10
3/29/2010
3/30/2010
3/31/2010
4/1/2010
4/2/2010
4/5/2010
4/6/2010
4/7/2010
4/8/2010
4/9/2010
4/12/2010
4/13/2010
4/14/2010
4/15/2010
4/16/2010
4/19/2010
4/20/2010
4/21/2010
4/22/2010
Man Days Man Days

(Today)
(Cumulative)
0
3
4
4
0
0
5
5
5
7
5
5
5
5
7
5
3
1.5
0.5
0
3
7
11
11
11
16
21
26
33
38
43
48
53
60
65
68
69.5
70
30
20
10
0

Story Points
(Est
Cumulative)
Cumulative)
0.00
2.06
4.80
7.54
7.54
7.54
10.97
14.40
17.83
22.63
26.06
29.49
32.91
36.34
41.14
44.57
46.63
47.66
48.00
0
0.5
1
3
0
0
0
2
0
1.5
0
5
3
2
12
3
6
6
3
0
0.5
1.5
4.5
4.5
4.5
4.5
6.5
6.5
8
8
13
16
18
30
33
39
45
48
Colu
mn L
Chris
Richard
0
1
1
1
0
0
1
1
1
1
1
1
1
1
1
1
0
0
0
Tom
0
1
1
1
0
0
1
1
1
2
1
1
1
1
2
1
0
0
0
Des
0
0
1
1
0
0
1
1
1
1
1
1
1
1
1
1
1
1
0.5
Niall
0
1
1
1
0
0
1
1
1
2
1
1
1
1
2
1
1
0
0
0
0
0
0
0
0
1
1
1
1
1
1
1
1
1
1
1
0.5
0
Colu
mn L

Name
Points In
Days
Scope
v8.0 (i5)
50.5
59.5
aim for
Date
Estimated Total
Actual
Velocity
Story
Velocity
Points
Delivered
0.85
0.75
44.625
50.5
0.85
Week 1
Week 2
Week 3
Week 4
Story Points
Week 5
60
50
40
30
20
4/19/2010
4/20/2010
4/21/2010
4/22/2010
4/23/2010
4/26/2010
4/27/2010
4/28/2010
4/29/2010
4/30/2010
5/3/2010
5/4/2010
5/5/2010
5/6/2010
5/7/2010
5/10/2010
5/11/2010
5/12/2010
5/13/2010
5/14/2010
5/17/2010
5/18/2010
Man Days Man Days

(Today)
(Cumulative)
0
2
3.5
4.5
4.5
3
2.5
3.5
4
5
0
2
2.5
3
4
3
3
3
3
2.5
0
1
0
2
5.5
10
14.5
17.5
20
23.5
27.5
32.5
32.5
34.5
37
40
44
47
50
53
56
58.5
58.5
59.5
Story
50
40
30
20
10
0

Story Points
(Est
Cumulative)
Cumulative)
0.00
1.70
4.67
8.49
12.31
14.85
16.97
19.95
23.34
27.58
27.58
29.28
31.40
33.95
37.34
39.89
42.44
44.98
47.53
49.65
49.65
50.50
0
0
0
1
4
1
5.5
1
4
4.5
0
0
4.5
0
2
5
0
3
5
8.5
0
1.5
0
0
0
1
5
6
11.5
12.5
16.5
21
21
21
25.5
25.5
27.5
32.5
32.5
35.5
40.5
49
49
50.5
Colu
mn L
Chris
Richard
0
1
1
1
0.5
1
0.5
1
1
1
0
0
0
0
0
1
1
1
1
1
0
1
0
1
1
1
1.5
1
1
1
1
2
0
0
0
0
0
0
0
0
0
0
0
0
Tom
Des
0
0
0
0.5
0.5
1
1
1
1
1
0
1
1
1
1
0
0
0
0
0
0
0
Niall
0
0
1
1
1.5
0
0
0
0
0
0
1
1
1
2
1
1
1
1
1
0
0
0
0
0.5
1
0.5
0
0
0.5
1
1
0
0
0.5
1
1
1
1
1
1
0.5
0
0
Colu
mn L

Name
Points In
Days
Scope
v8.0 (i6)
37
37
aim for
Date
Estimated Total
Actual
Velocity
Story
Velocity
Points
Delivered
1.00
0.75
27.75
37
1.00
Week 1
Week 2
Story Points
Week 3
40
35
30
25
20
15
10
5
0
5/17/2010
5/18/2010
5/19/2010
5/20/2010
5/21/2010
5/24/2010
5/25/2010
5/26/2010
5/27/2010
5/28/2010
5/31/2010
6/1/2010
6/2/2010
6/3/2010
6/4/2010
Man Days Man Days

(Today)
(Cumulative)
0
2
3
3
2
2
3
3
3
4
0
2
4
3
3
0
2
5
8
10
12
15
18
21
25
25
27
31
34
37
10
5
0

Story Points
(Est
Cumulative)
Cumulative)
0.00
2.00
5.00
8.00
10.00
12.00
15.00
18.00
21.00
25.00
25.00
27.00
31.00
34.00
37.00
0
0.5
1
0
2
0
2
2
7
5
0
5
5
0
7.5
0
0.5
1.5
1.5
3.5
3.5
5.5
7.5
14.5
19.5
19.5
24.5
29.5
29.5
37
Colu
mn L
Chris
Richard
0
0
1
1
0
0
1
1
1
1
0
1
1
1
1
Tom
0
1
1
1
1
1
1
1
1
1
0
1
1
1
1
Des
0
0
0
0
0
0
0
0
0
0
0
0
1
0
0
Niall
0
1
1
1
1
1
1
1
1
2
0
0
1
1
1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

Name
Points In
Days
Scope
v8.0 (i7)
22.5
69.5
aim for
Date
Estimated Total
Actual
Velocity
Story
Velocity
Points
Delivered
0.32
0.75
52.125
22.5
0.32
Week 1
Week 2
Story Points
Week 3
25
20
15
10
6/7/2010
6/8/2010
6/9/2010
6/10/2010
6/11/2010
6/14/2010
6/15/2010
6/16/2010
6/17/2010
6/18/2010
6/21/2010
6/22/2010
6/23/2010
6/24/2010
6/25/2010
Man Days Man Days

(Today)
(Cumulative)
2
2.5
5
5
5
5
5
5
5
5
5
5
5
5
5
2
4.5
9.5
14.5
19.5
24.5
29.5
34.5
39.5
44.5
49.5
54.5
59.5
64.5
69.5

Story Points
(Est
Cumulative)
Cumulative)
0.65
1.46
3.08
4.69
6.31
7.93
9.55
11.17
12.79
14.41
16.03
17.64
19.26
20.88
22.50
0
0
0
2
1
0
1.5
0
2
1.5
0
1
8
0.5
5
0
0
0
2
3
3
4.5
4.5
6.5
8
8
9
17
17.5
22.5
Colu
mn L
Chris
Richard
0
0.5
1
1
1
1
1
1
1
0
1
1
1
1
1
0
0.5
1
1
1
1
1
1
1
2
1
1
1
1
1
Tom
Des
1
0.5
1
1
1
1
1
1
1
1
1
1
1
1
1
Niall
1
0.5
1
1
1
1
1
1
1
1
1
1
1
1
1
0
0.5
1
1
1
1
1
1
1
1
1
1
1
1
1

Name
Points In
Days
Scope
v8.0 (i8)
15
37
aim for
Date
Estimated Total
Actual
Velocity
Story
Velocity
Points
Delivered
0.41
0.75
27.75
13
0.35
Week 1
Week 2
Week 3
Story Points
Week 4
16
14
12
10
8
6
4
2
0
6/28/2010
6/29/2010
6/30/2010
7/1/2010
7/2/2010
7/5/2010
7/6/2010
7/7/2010
7/8/2010
7/9/2010
7/12/2010
7/13/2010
7/14/2010
7/15/2010
7/16/2010
7/19/2010
7/20/2010
7/21/2010
Man Days Man Days

(Today)
(Cumulative)
1
4
4
3
2
2
2
2
2
0
2
2
2
2
2
1
2
2
1
5
9
12
14
16
18
20
22
22
24
26
28
30
32
33
35
37
8
6
4
2
0

Story Points
(Est
Cumulative)
Cumulative)
0.41
2.03
3.65
4.86
5.68
6.49
7.30
8.11
8.92
8.92
9.73
10.54
11.35
12.16
12.97
13.38
14.19
15.00
0
0
1
1
0
5
0
0
0
0
0
0
0
0
0
0
0
6
0
0
1
2
2
7
7
7
7
7
7
7
7
7
7
7
7
13
Colu
mn L
Chris
Richard
0
1
1
1
1
1
1
1
1
0
1
1
1
1
1
1
1
1
Tom
0
1
1
1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Des
0
1
1
1
1
1
1
1
1
0
1
1
1
1
1
0
1
1
Niall
1
1
1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Colu
mn L

ExampleApp Functional Specification

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ExampleApp Functional Specification

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ExampleApp Functional Specification

ampleApp Functional Specification

The functional specification consists of a set of "stories".

Story ID Story Name

Approval E-mail Log

Thingy New User E-mail

XYZ ABC User

Thingy "Not Relevant" Extras

Thingy KB Doc Change

Thingy Footer Details

Thingy Request Registration

Add Widget Comments

View Widgets List

View Widget Header Information General User

View Widget Description (v8+)

View Widget Guidance Text

View Knowledge Base Resources General User

View Widget Origins (v8+)

View Widget Changes (v8+)

View Training Tool Text (v8+)

View Training Tool Custom Text

View Attainment Levels (v8+)

View Evidence Types

Expand and Collapse Widget

Indicate Widget As Not Relevant Organisation

Enter Comments for an

Add Custom Evidence Type

Indicate Evidence Obtained

Enter Evidence Comments

Specify External Evidence

Specifiy Evidence Location

Specify Duplicate Evidence

View Duplicate Evidence

Cannot Delete Referenced

Link to Existing Uploaded

Link to Existing Uploaded

Configure Evidence Provision

Indicate Attainment Criterion

Indicate Attainment Level 0

Determine Current Attainment

Determine Widget Status

Grant Widget Exemption

XYZ ABC User

View Widget Exemption

Grant Evidence Exemption

XYZ ABC User

Grant Evidence Exemption to

XYZ ABC User

View Evidence Exemption

Download Widgets In Bulk

Download Widgets In Bulk (PerInitiative Booklets)

Download Widgets Spreadsheet General User

Create Bulk Email

XYZ ABC User

View Bulk Emails

XYZ ABC User

Amend Bulk Email

XYZ ABC User

Delete Bulk Email

XYZ ABC User

View Glossary Term Definition

View Glossary Term (Printable)

Publish Widgets - Printable

Publish Widgets - ZIP File