It is recommended that you check the automatic log out time for the account (this can be obtained from iPassport support) before commencing validation as some steps may require you are you to be logged in for longer than the 15 minutes’ default period. There are repetitions in this validation document; these are necessary as there are multiple pathways that can be used to record and obtain information. All names such as menu items and sub-menu items will be displayed in bold, for example Noticeboard. Area Action Expected Outcome Observed Outcome Pass/ Fail Comments Log into iPassport (as the primary user) - - - - - - Menu Hover over the Laboratory Records main menu item The sub-menu should appear Hover over the Controlled Documents item The Controlled Documents item should be highlighted Click the Controlled Documents item The controlled documents Search tab should be loaded Click in the Search field The cursor should be available in the Search Type the name of the controlled document The search results should filter and show your controlled document menu menu menu
the lightbox This should display three buttons: Reject, Approve For Future, & Approve Click the x button in the top right corner of the lightbox The lightbox should close and you should be returned to the Feedback tab (the tab we started from) Click the Logout button You should be logged out Log in as the secondary (alternative) user You should be logged in as the secondary (alternative) user Click the My Tasks sidebar The My Tasks sidebar should open Check the My Tasks side bar There should be a Change Request entry Check the details on the Change Request entry It should show that you created the change request Click the Change Request item (leave the sidebar open) You should be taken to the General tab of your controlled document Approving a change request Check the For your attention… area There should be a Review a Change Request item
Click the Approve button The Approve Change Request lightbox should be displayed Info. The change request has been approved but this still needs to be incorporated in the document, approving the change request simply states that it should be included. Click the Approve button You should be returned to the General tab (this is the tab we started from) Check the My Tasks sidebar The Change Request should have now changed colour (green) Click the refresh button in the header of the My Tasks area (in line with My Top 10 Tasks) The sidebar should refresh and the Change Request should be removed the Feedback tab The Feedback tab should load your previous change request entry This should now show Change Request/ change requested (in the second column) Check the Comments column for your request You should see the comment “requested change 1”
the line in the search results for your controlled document The controlled document should load on the General tab Check underneath the General tab The Request Change button should be visible Change request Click the Request Change button The request change lightbox should be displayed Check the change request number The change request number should be displayed as Change Request #1 Click in the editor field The cursor should be visible in the editor field Click the Submit button A warning message should be displayed reading You have not requested any changes Click in the editor field The cursor should be visible in the editor field Enter the text “new requested change” The text should be visible in the field
Click the Submit button You should be returned to the General tab (this is the tab we started from) the Logout button You should be logged out Log in as the secondary (alternative) user You should be logged in as the secondary (alternative) user Rejecting a change request Click the My Tasks sidebar The My Tasks sidebar should open Check the My Tasks side bar There should be a Change Request entry Check the details on the Change Request entry It should show that you created the change request Click the Change Request item (leave the sidebar open) You should be taken to the General tab of your controlled document Click the Feedback tab You should be taken to the Feedback tab
Check the change requests There should now be two change requests, one (the new one) Change Request awaiting approval and one (previously approved) Change Requested the Reject button on the Change Request awaiting approval The Reject Change Request lightbox should be displayed Click in the edit field The cursor should be visible in the edit field Type “not needed” into the field The text should be visible in the field Click the Reject button The light box should close and you should be returned to the Feedback tab (this is the tab we started from) Check the rejected change request It should show Change Request rejected Check the Event column for the rejected change request This should show Change Rejected and by the secondary (alternative) user Info. It is not possible to change your mind on a rejected change request; if this needs to be included then it should be submitted again.
Click the Logout button You should be logged out of iPassport Menu Log into iPassport (as the primary user) - - - - - - Hover over the Laboratory Records main item The sub-menu should appear Hover over the Controlled Documents item The Controlled Documents item should be highlighted Click the Controlled Documents item The controlled documents Search tab should be loaded in the Search field The cursor should be available in the Search field Type the name of the controlled document The search results should filter and show your controlled document Click the line in the search results for your controlled document The controlled document should load on the General tab Check underneath the General tab The Request Change button should be visible Change request Click the Request Change button The request change lightbox should be displayed
Click the Include in This Version button The Approve Change Request lightbox should be displayed Click in the editor field The cursor should be displayed in the editor field Add “Add to this version” in the editor field The text should be visible in the editor field Check the Append Change select box This should be selected Click the Approve button The lightbox should close and you should be returned to the Feedback tab (this is the tab we accessed the request from) Check the Feedback tab The should show Change Requested Click the General tab The General tab should load Check the For your attention box There should be a Actions column Check the Actions column There should be two buttons visible: Authorise Document and Request Authorisation Info. The Request Authorisation button is only available if the feature is activated, so if this is not visible then accept with the Authorise button only.