Administrator Testing

This guide provides guidance on the UAT process recomended for TenantWise

User Acceptance testing is a vital part of deploying any software package. Here is some guidance on steps to take and items to test during the testing phase of your TenantWise rollout.

During your testing phase, you will need to ensure that the following features are tested.

Administrator Features

• Settings Screen

  • Setting the company name on the settings screen

  • Uploading your company logo to the settings screen

  • Setting your primary and secondary colours

  • Adding your website link

  • Modify the Account section wording

  • Modify the Payment section wording

  • Modify the Repairs section wording

  • Modify the Requests section wording

  • Test toggling the features on and off at the top of the settings screen

• Users Screen

  • Creating additional administrators

• Customers Screen

  • Find registered customers

  • Delete registered customers (to allow re-registration)

• Integrations Screen

  • Configure HMS Integration by providing the required information

  • Ensure the listed IP's have been whitelisted on firewalls protecting the HMS

  • Verify your refresh settings (recommended to be set to 15 Minutes)

  • Configure your chat integration by providing the required settings

  • Verify your chat integration works

• Contact Methods Screen

  • Create new contact method

• Request Types Screen

  • Create a new request type and enter the required information from you HMS

• Repair Categories

  • Create a repair category

• Repair Definitions

  • Create a repair definition

• Attributes Screen

  • Create an attribute which can then be used in other parts of your TenantWise system

• Repair Rules Screen

  • Create a repair rule and associate the relevent repair definitions and attributes

• Payment Settings Screen

  • Select your provider and enter the required information

  • If required, use the attribute rules to apply dynamic settings

• Advance Screen

  • Whilst testing is in progress, tick the test system setting and check the testing banner appears

  • In test mode, use the Approved domains field to list domains that emails can be sent to

• Settings Screen

  • Setting the company name on the settings screen

  • Uploading your company logo to the settings screen

  • Setting your primary and secondary colours

  • Adding your website link

  • Modify the Account section wording

  • Modify the Payment section wording

  • Modify the Repairs section wording

  • Modify the Requests section wording

  • Test toggling the features on and off at the top of the settings screen

• Users Screen

  • Creating additional administrators

• Customers Screen

  • Find registered customers

  • Delete registered customers (to allow re-registration)

• Integrations Screen

  • Configure HMS Integration by providing the required information

  • Ensure the listed IP's have been whitelisted on firewalls protecting the HMS

  • Verify your refresh settings (recommended to be set to 15 Minutes)

  • Configure your chat integration by providing the required settings

  • Verify your chat integration works

• Contact Methods Screen

  • Create new contact method

• Request Types Screen

  • Create a new request type and enter the required information from you HMS

• Repair Categories

  • Create a repair category

• Repair Definitions

  • Create a repair definition

• Attributes Screen

  • Create an attribute which can then be used in other parts of your TenantWise system

• Repair Rules Screen

  • Create a repair rule and associate the relevent repair definitions and attributes

• Payment Settings Screen

  • Select your provider and enter the required information

  • If required, use the attribute rules to apply dynamic settings

• Advance Screen

  • Whilst testing is in progress, tick the test system setting and check the testing banner appears

  • In test mode, use the Approved domains field to list domains that emails can be se