ExampleApp Functional Specification

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xampleApp 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 criterion" is signed off individually (see the
"Agreed" columns on the "Details" worksheet).

This document (together with a number of supplementary documents) is the functional specification for the "ExampleApp" project.
This document specifies what the system will do as opposed to how it will do it (i.e. It is not a technical specification).
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 weeks.
The "Summary"
In particular, theworksheet is an inventory
"Status" column of all the stories,
in the "Summary" worksheetalong with various
indicates information
the status for each
of each story, one.
from "being elaborated" right through to
"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, 2001).
See the column heading comments on the "Summary" and "Details" worksheets for further details on the format of the specification.
The "Actors" workheet specifies all actors (users and external systems)
The "Stats" worksheets show development progress for individual increments, in the form of a "burn down chart"
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 (v8+) General User

S014 View Widget Description (v8+) General User

S015 View Widget Guidance Text (v8+) General User

S016 View Knowledge Base Resources (v8+) General User

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 (v8+) Organisation 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 Link to Existing Uploaded 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 (Per-Initiative Booklets) Logged In User

S069 Download Widgets Spreadsheet General User

S056 Create Bulk Email XYZ ABC User

S057 Add Bulk Email Attachments XYZ ABC User
S058 Send Bulk Email XYZ ABC User
S059 View Bulk Emails XYZ ABC User
S060 Amend Bulk Email XYZ ABC User
S061 Delete Bulk Email XYZ ABC User
S080 View Bulk Email XYZ ABC User
S102 Bulk Email Look & Feel XYZ ABC User
S063 View Glossary Term Definition General User

S070 View Glossary Term (Printable) General User

S064 View Glossary General User

S071 View Printable/Downloadable Version of Glossary 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 Improved Navigation General User

S096 Improved Navigation - Information Mapping 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 Log In General User

S093 Log Out Logged In User
S090 Register For an Account General User
S089 Contact Us General User
S083 View "About" Info General User
S097 Improved Navigation - Widgets 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 Date Organisation 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 Update: Changed XYZ ABC User

Permissions
S129 Submit Baseline/Performance Update Warnings Organisation Admin
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

S156 Sumbit Assessment (Simplified Interface) Org User

S158 View Exemption in Widgets List Org User

S159 View Assessment as an XYZ ABC User XYZ ABC 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 Add Improvement Action Usability Organisation User

S142 View Improved Assessment Report General User

S143 View Improved Assessment Report (Own Org) General User

S144 View Improved Assessment Report - Breakdown by General User

Attainment Level

S145 View Improved Assessment Report - Stages and Targets Organisation User
S146 View Improved Assessment Report - Breakdown by General User
Initiative
S177 New Org Type: Eyecare General User

S084 View "Accessibility" Info General User

S087 Alternative Browser Support General User

S086 View Terms & Conditions General User

S094 View Updated Registration Terms & Conditions General User

S206 Widget Number Prefix General User

S207 Upload Evidence Last Chance Saloon Organisation User

S185 Miscellaneous Defects Developer

S208 Better Call-Outs on Widget Details Page Organisation User

S109 Context Sensitive Help General User

S202 Odds and Ends 4 General User

S203 Publish Widgets Without PDFs Sys Admin

S190 View Help Topics General User

S205 Improved Local File Specification Organisation User

S147 View Improved Assessment Report - HTML Version General User

S148 Publish Widgets - Spreadsheet (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 Misc Defects 2 Developer

S198 Upload Audit Report Organisation Auditor

S199 Mark Widget as Audited Organisation Auditor

S200 View Widget Audit Stats Organisation Auditor

S066 Publish Knowledge Base 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 View Improved Assessment Report - Breakdown by Key General User
Widget Status

S187 Accessibility General User

S106 Publish Widgets - Spreadsheet (List Sheet) Sys Admin

S107 Publish Widgets - Spreadsheet (Details Sheet) Sys Admin

S172 Look and Feel Mark 3 General User

S204 Tri State Tick Boxes on Widget Details Page Organisation User

S215 Misc Defects 3 Developer

S214 Odds and Ends 6 General User

S178 New Org Type: Thingy HQ XYZ ABC User

S179 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 View Improved Assessment Report - Drill Down on General User

Breakdown

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 Level Given Criterion Assessment Completer

Exemption

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 General User

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
I can... (Goal) Status Priority Dependencies Story Points Dev Dev Owner
Increment

Have the system log me out if I do not use it for a period Live v7.3

Receive a warning before I submit my assessment Live v7.3

Receive an e-mail confirming my assessment submission Live v7.3

View a record of the sending of an approval e-mail Live v7.3

Send thingy-specific "new user" e-mails when I create user Live v7.3
accounts
Be able to answer "not relevant" for certain requirements Live v7.3

View an amended thingy Knowledge Base document Live v7.3

View helpdesk details in any page footer Live v7.3

View helpdesk details when self registering for a Thingy Live v7.3

Add and amend general comments for my requirement Live v7.3

response
Better understand the requirements list Implement Must 2 v8.0 (i1) CC

View key information about a (v8+) requirement Implement Must 2 v8.0 (i1) CC

View the requirement description for a (v8+) requirement Implement Must 0.5 v8.0 (i1) CC

View the guidance text for a (v8+) requirement Implement Must 0.25 v8.0 (i1) CC
View and access the knowledge base resources that are Implement Must S075 2 v8.0 (i1) CC
relevant to a (v8+) requirement

View the requirement origins for a (v8+) requirement Implement Should 0.5 v8.0 (i1) CC

View a list of material changes that have been made in this Implement Should 0.5 v8.0 (i1) CC
(major) version of the (v8+) requirements

View the training tool text for a (v8+) requirement Implement Should 0.25 v8.0 (i1) CC

View (v8+) requirement-specific training tool text Implement Should 0.25 v8.0 (i1) CC

View attainment levels and attainment criteria for a (v8+) Implement Must 3 v8.0 (i2) CC
requirement
View standard evidence types against each attainment Implement Must S020 5 v8.0 (i2) RJM
criterion
Expand or collapse the various sections of the (v8+) Implement Must S014-S020 2 v8.0 (i1) CC
requirement page
Indicate that a (v8+) requirement is not relevant to my Implement Must 1 v8.0 (i2) CC
organisation
Enter comments for an attainment criterion Implement Must 1 v8.0 (i2) CC

Add a custom evidence type to an assessment criterion Implement Must 4 v8.0 (i2) RJM
(because the standard evidence types are not appropriate for
me)

Indicate that I have obtained a particular evidence type Implement Must 2 v8.0 (i2) RJM

Enter comments against a specific evidence type Implement Must 2 v8.0 (i2) RJM

Specify an external location for my evidence Implement Should 5 v8.0 (i3) RJM
Specify an external location for my evidence (improved UI) Implement Must S028, S030 2 v8.0 (i4) RJM

Upload evidence to the PQRT server Implement Should 3 v8.0 (i4) RJM

View evidence files that I have previously specified in my Implement Should S028, S030 2 v8.0 (i4) RJM
requirement response
Indicate that an evidence type is a duplicate of another one Withdrawn Must S029 4 N/A RJM
I've already specified (and cross reference it)

View duplicate evidence files that I have previously specified Withdrawn Should 1 N/A RJM
in my requirement response

Be prevented from deleting custom evidence which is Withdrawn Must 2 N/A RJM
referenced from elsewhere
Specify an existing uploaded evidence file against another Withdrawn Must 4 v8.0 (i5) RJM
evidence item
Specify an existing uploaded evidence file against another Implement Must 1 v8.0 (i5) RJM
evidence item (enhanced/simplified version)

Configure whether evidence provision is mandatory or Implement Must 0.5 v8.0 (i3) NL
optional for each org type
Indicate a given attainment criterion as achieved either Implement Must 6 v8.0 (i3) CC
directly or indirectly
Explicitly indicate that my organisation is at Attainment Level Implement Must 1.5 v8.0 (i3) CC
0
Have the system determine my current attainment level for a Implement Must S033, S034 5 v8.0 (i3) RJM
given requirement
Have the system determine the status of my requirement Implement Must 1 v8.0 (i3) NL
response
Grant an exemption from a requirement to an organisation Implement Must 3 v8.0 (i4) RJM
View a requirement exemption granted to my organisation Implement Must S038 1 v8.0 (i4) RJM

Grant an exemption from a mandatory evidence type to an Withdrawn Could N/A

organisation
Grant an exemption from a mandatory evidence type to all Withdrawn Could S044 N/A
organisations of a specific type

View an evidence exemption granted to my organisation Withdrawn Could S044 N/A

Save changes I have made to my requirement response Implement Must 0.5 v8.0 (i3) RJM/CMC

View a printable/downloadable version of a requirement Implement Must 0.5 v8.0 (i2) NL

Download printable versions of requirements in bulk, for Implement Must 2 v8.0 (i2) NL
viewing off-line or for printing out
Download printable versions of requirements in bulk, for Implement Should S050 1 v8.0 (i2) NL
viewing off-line or for printing out (specifically, per-initiative
booklets)

Download the requirement set as a spreadsheet for offline Implement Must 0 v8.0 (i3) NL
working
Create bulk emails to be sent to users Implement Must 5 v8.0 (i1) DES
Attach files to pending bulk emails Implement Must S056 3 v8.0 (i2) DES
Have the system send all due bulk emails Implement Must S056 5 v8.0 (i5) DES
View bulk emails (both sent and pending) Implement Must S056, S058 1 v8.0 (i1) DES
Amend a pending bulk email Implement Must S059 1.5 v8.0 (i1) DES
Delete a pending bulk email Implement Must S059 0.5 v8.0 (i1) DES
View a sent email Implement Must S059 1 v8.0 (i1) DES
Have a nice look & feel for the bulk email function Implement Should S056, S057, 1 v8.0 (i5) DES
S058, S059,
S060, S061
View the definition of a term that is defined in the glossary Implement Must S064 3 v8.0 (i1) RJM

Identify glossary terms in the printable version of a Implement Must S022 0 v8.0 (i4) TM
requirement
View the entire glossary Implement Must 2 v8.0 (i1) RJM
View a printable/downloadable version of the glossary Implement Must 0.5 v8.0 (i2) RJM

Publish or re-publish the printable versions of the Implement Could S065 4 v8.0 (i4) TM
requirements
Publish or re-publish the ZIP file downloads for the Implement Could S065 3 v8.0 (i4) TM
requirements
Publish or re-publish the booklet downloads for the Implement Could S065 4 v8.0 (i4) TM
requirements
Publish or re-publish the per-initiative booklet downloads for Implement Could S065, S076 2 v8.0 (i4) TM
the requirements
Publish or re-publish the XL spreadsheet download for the Implement Must S065 2 v8.0 (i5) TM
requirements (simple version to prove technology)

Publish or re-publish the booklet downloads for the Withdrawn Could S100, S101 N/A
requirements, including a glossary section

Publish a new version of the glossary based on the data held Implement Must 2.5 v8.0 (i1) RM
in RAT
View summary data about my assessment Implement Should 6 v8.0 (i4) NL

View my target score along with my assessment summary Implement Should 1 v8.0 (i5) NL

Use the application easily and without aesthetic insult to my Implement Must 6 v8.0 (i2) TM
eye
Have an enhanced aesthetic experience, with lovely soft Implement Must S077 5 v8.0 (i2) TM
curves caressing my visual senses
Navigate the site more easily Implement Must 2 v8.0 (i2) DES
Be able to navigate to the information mapping functions Implement Must S078 1 v8.0 (i3) NL

Be able to access the Views Maintenance function Withdrawn Should N/A

View information on the home page Implement Must 2 v8.0 (i2) TM

Find out when my next assessment deadline is Implement Should 3 v8.0 (i3) NL

Be told the (correct) submission deadline when I do a Implement Must 0.5 v8.0 (i3) NL
Performance Update
Log in to the system Implement Must S079 2 v8.0 (i2) TM
Log out from the system Implement Must S079, S092 1 v8.0 (i2) TM
Register for an PQRT account Implement Should 2 v8.0 (i2) DES
Contact XYZ ABC about the PQRT Implement Must S078 2 v8.0 (i2) DES
Read general information about PQRT Implement Must S078 0 v8.0 (i5) NL
Navigate more sensibly to the requirements list page Implement Should 1 v8.0 (i3) NL

Once I have logged in, view instructions on what I can do next Implement Must 2 v8.0 (i3) NL

Search for knowledge base documents based on various Implement Must S016 5 v8.0 (i3) DES
criteria
Implement context sensitive help in a straightforward and Implement Must 2 v8.0 (i3) RJM
flexible manner
Have a nice look & feel for the requirement details page Implement Must 5 v8.0 (i3) RJM

Not enter requirement-level comments for a (v8+) Implement Must 0 v8.0 (i4) CC
requirement
Be able to view the PQR Assurance Statement Pop-up on an Implement Must 0.25 v8.0 (i3) CC
800x600 screen
View a record of the sending of an submission e-mail Implement Must 0.25 v8.0 (i3) CC

Specify a user from my organisation as the owner for a given Implement Should 3 v8.0 (i4) DES
requirement
Add an improvement action against a specific attainment Implement Should 5 v8.0 (i4) DES
criterion
View improvement actions Withdrawn Must N/A

Produce an improvement plan for my organisation Implement Should 6 v8.0 (i4) DES

Send ad-hoc email reminders to requirement owners with Implement Should 4 v8.0 (i5) DES
outstanding improvement actions

Send regular email reminders to requirement owners with Implement Could 4 v8.0 (i5) DES
outstanding improvement actions

View my attainment level for a (v8+) requirement on my Implement Must 0.5 v8.0 (i3) RJM
previous assessment
Set a target attainment level and date for a given (v8+) Implement Must 0.5 v8.0 (i4) RJM
requirement

Set a target attainment level of 0, NR or EX Implement Must 1 v8.0 (i5) RJM

Mark a (v8+) requirement response as complete Implement Must 3 v8.0 (i5) RJM

Mark a (v8+) requirement response as confirmed Implement Must 2 v8.0 (i5) RJM

See a range of random and unrelated point improvements Implement Could 2 v8.0 (i4) CC
across the site
Unsubmit baselines and performance updates whereas Implement Must 0.5 v8.0 (i4) NL
organisation admins cannot
Receive warnings when submitting baselines and Implement Must 1 v8.0 (i4) NL
performance updates
Not delete a user who is a requirement owner Implement Must 0.5 v8.0 (i5) NL

See various defects/issues resolved that appeared in Beta Implement Must v8.0 (i5) CC
Test Phase 1
See a range of random and unrelated point improvements Implement Should 5 v8.0 (i5) CC
across the site
See better, shorter names for organisation types Implement Must 0.5 v8.0 (i5) NL

Receive a message about the PQRT release cycle as part of Implement Must 0 v8.0 (i5) NL
the approval email
View the correct "guidance" document from the Performance Implement Must 1 v8.0 (i5) NL
Progress Report for a v8+ assessment

View a (v8+) requirement with a table within the guidance Implement Must 0 v8.0 (i5) TM
text
View a (v8+) requirement with a main heading within the Implement Must 0.5 v8.0 (i5) TM
guidance text
View a (v8+) requirement with a hyperlink within any RATML Implement Must 0 v8.0 (i5) TM
field
Have the system take exemptions into account when Implement Must 2.5 v8.0 (i5) NL
calculating overall % scores
Submit my (v8+) assessment once I have entered a score for Implement Must 3 v8.0 (i5) NL
each requirement
View the fact that I have been exempt from a requirement in Implement Must 1 v8.0 (i5) RJM
the requirements list
View an organisation's assessment details as an XYZ ABC user, Implement Must 0.5 v8.0 (i5) RJM
with the relevant fields visible but read-only
Receive a warning if I attempt to leave the Widget Details Implement Should 2 v8.0 (i5) RJM
page without saving my changes

Get help with forgotten user details (org code, user ID, Implement Should 2 v8.0 (i5) NL
password)
See various enhancements as suggested during Beta Test Implement Must 1.5 v8.0 (i5) CC
Phase 1

Have the user auto create a new assessment for me instead Implement Must 0 v8.0 (i5) CC
of having to create it myself

See various enhancements as suggested during Beta Test Implement Should 2 v8.0 (i6) RJM
Phase 1
See "help" callouts on the requirement details page Implement Should 2 v8.0 (i6) RJM

See various enhancements as suggested during Beta Test Implement Should 2 v8.0 (i6) CC
Phase 1
See various enhancements as suggested during Beta Test Implement Should 0.5 v8.0 (i6) DES
Phase 1
See various enhancements as suggested during Beta Test Implement Should 1 v8.0 (i6) DES
Phase 1

See various enhancements as suggested during Beta Test Implement Should 3 v8.0 (i6) DES/CMC
Phase 1
See greyed out submit buttons on the Assessment Summary Implement Must 0 v8.0 (i6) CC
page

See various enhancements as suggested during Beta Test Implement Should 2 v8.0 (i6) RJM
Phase 1
Get up to speed with using PQRT as quickly as possible Implement Must S078 0.5 v8.0 (i6) RJM

See a range of random and unrelated point improvements Implement Must 2 v8.0 (i6)
across the site

Create, amend and delete users within my organisation user Implement Should 0.5 v8.0 (i6) CMC
(using the simplified interface)

Be able to add improvement actions more easily, with less Implement Could 2 v8.0 (i6) RJM
reliance on pop-ups
View an organisation's Assessment Report with various Implement Must 4 v8.0 (i6) CC
enhancements
View an organisation's Assessment Report with various Implement Must S142 2 v8.0 (i6) CC
enhancements
View an organisation's Assessment Report broken down by Implement Must S142 3 v8.0 (i6) CC
attainment level

View an organisation's Assessment Report including baseline, Implement Must S142 2 v8.0 (i6) CC
performance update and target scores
View an organisation's Assessment Report broken down by Implement Must S142 5 v8.0 (i6) CC
initiative
Be able to view requirements and complete assessments for Implement Should 0.5 v8.0 (i6) CC
eyecare organisations
Read information about PQRT accessibility Implement Must S078 0 v8.0 (i7) RJM
Use the application via all XYZ ABC supported web browsers Implement Must 1.5 v8.0 (i7) RJM

View PQRT terms & conditions Implement Must 0 v8.0 (i7) RJM
View updated Terms & Conditions when registering for an Implement Should 0 v8.0 (i7) RJM
PQRT account
See the major version number as a prefix to the requirement Implement Must 0.5 v8.0 (i7) CC
number (v8+ only)
Be less confused when uploading evidence Implement Should 1 v8.0 (i7) RJM

Left over defects not yet fixed Implement Must v8.0 (i7)
Experience better call-out help on the Widget Details page Implement Could 1 v8.0 (i7) RJM

Receive context sensitive help as necessary across the whole Implement Must S105 1 v8.0 (i7) RJM
site

See a range of random and unrelated point improvements Implement Must 3 v8.0 (i7)
across the site
Be able to publish the requirements without generating all Implement Should 1 v8.0 (i7) TM
the PDF files (to save time)
View various help topics Implement Must 0.5 v8.0 (i7) NL
Be able to type the file name, see the full path view "local Withdrawn Should N/A
file" evidence

Create an HTML version of the assessment report Implement Should S142-S146, 3 v8.0 (i8) CC
S152
Publish or re-publish the XL spreadsheet download for the Implement Could S107 5 v8.0 (i8) TM
requirements (report sheet)
Receive a user friendly error message when a system error Implement Should 1 v8.0 (i8) RJM
occurs, including a reference number to help ABC diagnose
the problem

Be able to republish the knowledge base without wiping out Implement Should 3 v8.0 (i8) TM
links with requirements
See a range of random and unrelated point improvements Implement Could 2 v8.0 (i8)
across the site
Left over defects not yet fixed Implement Must v8.0 (i8)
Upload an audit report for a give assessment Withdrawn Should 2 N/A

Mark individual requirements as audited Withdrawn Could 3 N/A

View statistics on the auditing of individual requirements Withdrawn Could 1 N/A

Publish a new version of the Knowledge Base based on the Test (Low) Must S075 6 v8.0 (i3) DES
data held in RAT

Publish a new version of the requirements based on the data Test (Low) Must S022, S066 12 v8.0 (i3) TM
held in RAT
Publish a new version of the glossary based on the data held Fix (Low) Could S067, S082 4 v8.0 (i1) RM
in RAT (advanced version including PDF generation within
PQRT)

View an organisation's assessment details as a General user, Fix (Low) Must 2 v8.0 (i5) RJM
with the relevant fields visible but read-only

View an organisation's assessment details as a General user, Fix (Low) Should 0.5 v8.0 (i5) RJM
with the relevant fields visible but read-only
View an organisation's Assessment Report broken down by Fix (Low) Should S142 3 v8.0 (i6) CC
key requirement status

Be able to access the site as a disabled user Fix (Low) Must 2 v8.0 (i7) RJM
Publish or re-publish the XL spreadsheet download for the Fix (Low) Must S151 2 v8.0 (i7) TM
requirements (requirements list sheet)

Publish or re-publish the XL spreadsheet download for the Fix (Low) Must S106 7 v8.0 (i7) TM
requirements (requirements list sheet)

Experience a yet further enhanced look and feel Fix (Low) Should 2 v8.0 (i7) DES

See "really" disabled tick boxes as greyed out but see "auto Fix (Low) Could 1 v8.0 (i8) RJM
tick by system" tick boxes as not greyed out

Left over defects not yet fixed Fix

See a range of random and unrelated point improvements Dev Could
across the site
Set up Thingy HQ users Dev Must 1.5
Import relationships between pharmacies and pharnacy HQs Dev Must 1
from TDB
Be able to view Performance Performance Reports of Dev Must 2
Pharmacies as a Thingy HQ
View graphs within my Assessment Summary XL file Dev Should 2

Assign the "Organisation Auditor" role to users within my Dev Should 0.5
organisation
Access existing functions as appropriate to my status Dev Should 2

Mark an assessment as audited Dev Should 1

Approve a bulk email to be sent Dev Should 2

See roughly how many users bulk emails will be sent to Dev Should 1

Improve email validation within the registration process by Dev Should 3

sending an email to the user and forcing them to
acknowledge it

Receive user details reminders for multiple accounts and with Dev Should 3
a more secure password reset solution

Have the browser "back" button operate more gracefully Req Could 2

Enter my own password during registration Dev Could 1

Drill down into the details of an assessment report for specific Dev Could S147 3 CC
breakdown figures (e.g. Key requirements met/not met)

Grant an exemption from an attainment criterion to an Dev Should

organisation
Grant an exemption from an attainment criterion to all Dev Could
organisations of a specific type
View a criterion exemption granted to my organisation Dev Should S040, S041

Have the system determine my current attainment level for a Dev Should S040, S041
given requirement, given that I have a criterion exemption

Be able to select from three variants of the requirement PDF Dev Could 5

Have the system capture and display the "date last modified" Dev Should
for each individual attainment criterion

Navigate quickly from one requirement to another Req Could

Review all the details I have entered for my (v8+) assessment Req TBC
so far
Review a submitted (v8+) assessment prior to approval Req TBC

View a list of undelivered bulk emails so that I can consider Req Could
whether to amend user details
Get access to the various file viewers I need to view PQRT Req Could
files (e.g. Acrobat Reader)
See which (non live) environment I am connected to and also Dev Should 1
which software build I am using

Specify a user from my organisation as the second owner for Req Could S117
a given requirement
Have the system auto complete the improvement action Req Could
owner as I type
Have the system capture and display the date and user who Req Could
marked an improvement action as complete

Have a simplified configuration structure for the Publish Tool Dev Could 2 CC
Dev Actual Dev Time Fixing Notes Beta Test Tester
Complete Time Defects (man Phase
Date (man days) days)

4/2/2010 Phase 1

26/1/2010 Phase 1

27/1/2010 Phase 1

27/1/2010 Phase 1
29/1/2010 Phase 1

27/1/2010 Phase 1

27/1/2010 Phase 1

28/1/2010

28/1/2010

24/2/2010 3 Phase 1

23/2/2010 5.5 Phase 1

27/1/2010 Phase 1

25/2/2010 1 Phase 2

5/3/2010 4 Much more complicated Phase 1

than initially estimated for
8/3/2010 5 more complicated than Phase 1
originally thought. Required
integration with main page
for testing save functionality

1/3/2010 3 Phase 1

2/3/2010 2 Phase 1

19/3/2010 4 Phase 1
 7/4/2010 4 Was more complex than Phase 1
anticipated, plus all of the
associated bubbling of
events needed to be
changed.
14/4/2010 4 Phase 2

16/4/2010 3 Phase 2

N/A

N/A

N/A

23/4/2010 4 Superseded by S163 N/A

30/4/2010 1 Phase 2

18/3/2010 0.5 N/A

23/3/2010 5 Phase 1

18/3/2010 1.5 Phase 1

23/3/2010 4 Phase 1

18/3/2010 0.25 Phase 2

19/4/2010 2
31/3/2010 1

N/A

N/A

N/A

25/3/2010 0.5 0.5 days. Most of the Phase 1

functionality was already
implemented through other
stories.

22/2/2010 1.5 nili: Time Taken includes Phase 1

configuration and set-up
time
4/3/2010 2 Phase 2

4/3/2010 3 Phase 2

8/3/2010 0 Phase 2

10/2/2010
5/3/2010
14/5/2010 4.5 NL
12/2/2010
12/2/2010
12/2/2010
12/2/2010
14/5/2010
 4/2/2010 Phase 1

12/4/2010 0 Phase 2

8/2/2010 Phase 1
17/2/2010 0.5

16/4/2010 Phase 2

22/4/2010 Phase 2

16/4/2010 Phase 2

16/4/2010 Phase 2

29/4/2010 Phase 2

Decided we don't want to N/A

include a 30 page glossary at
the end of every booklet

11/2/2010

21/4/2010 7 Phase 2

28/4/2010 1 Phase 2

25/2/2010 4 Phase 1

4/3/2010 4 Phase 1

18/2/2010 2 Phase 1
19/3/2010 0.5 Phase 1

Delay until we agree N/A

whether we are getting rid
of Views

24/2/2010 2 Phase 1
26/3/2010 3

23/3/2010 0

25/2/2010 1 Phase 1
24/2/2010 0.5
5/3/2010 3.5 Incorporated Full-text Phase 1
23/2/2010 2.5 search Phase 1
7/5/2010 0.25
23/3/2010 0.5 Phase 1

19/3/2010 0.75 Phase 1

23/3/2010 5

24/3/2010 1 Phase 1

16/3/2010 6 Phase 1

29/3/2010 0 Phase 1

16/3/2010 0.25 N/A

16/3/2010 0.25 N/A

1/4/2010 3.5 Phase 2

13/4/2010 6.5 Had some issues with the Phase 2
jQuery Datepicker
formatting.
N/A

20/4/2010 6 Phase 2 EP

5/5/2010 4 Phase 2 EP

10/5/2010 4.5 Phase 2 EP

25/3/2010 0.5

30/3/2010 1 Problem with persisting Phase 2

related data to the
database. Found bug in v7
fixed with CMC help.

26/4/2010 0.5 Phase 2

27/4/2010 1

27/4/2010 1

15/4/2010 2 Phase 1

9/4/2010 0.5

9/4/2010 0.5
22/4/2010 0.5 WidgetOwner is already
checked, but there were a
number of other tables
which referenced the
OrganisationUserID which
were not being checked.

26/4/2010 5

13/5/2010

22/4/2010 0.5 actual dev time includes

time for work done for S141
22/4/2010 0 actual dev time included in
time for work done for S135
10/5/2010 0.5

5/5/2010

5/5/2010

5/5/2010

14/5/2010 1.5 Nb CMC also spent some

time on this
12/5/2010 1

30/4/2010 0.5

27/4/2010 0.5
30/4/2010 0.5

7/5/2010 2

18/5/2010 2 More than estimate as Phase 2

existing screen wasn’t fully
working therefore extra
effort was required to re-
work/fix existing
functionality. Hence spilled
over into Increment 5 period
by a day or so

13/5/2010 0.5 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

21/5/2010 3 Phase 2

4/6/2010 2 Phase 2

26/5/2010 0 Phase 2

18/5/2010 0
19/5/2010 2 Had to completely re-write
the entire wizard to
implement the 'primary key'
CSS

4/6/2010 3 Phase 2

18/5/2010 0.5 More than estimate owing Phase 2

to fact that the tooltip
wordings were status
specific
25/5/2010 2 Phase 2

4/6/2010 0.5 Phase 2

4/6/2010 Phase 2
(priority
"Highest"
items only)

27/5/2010 0

28/5/2010 2 Phase 2

27/5/2010 3.5 Phase 2 NL

27/5/2010 0.5 Phase 2 NL

28/5/2010 0.5 Phase 2 NL

1/6/2010 1 Phase 2 NL
 2/6/2010 1 Phase 2 NL

27/5/2010 0 Phase 2

17/6/2010 0
15/6/2010 1.5 Needs to include markup to EP
force IE8 to operate in IE7
compatibility mode

17/6/2010 0
18/6/2010 0

18/6/2010 0.5

22/6/2010 1 EP

25/6/2010
23/6/2010 1 EP

11/6/2010 1 1 day sofar. Implemented on Phase 1 EP

a number of pages specified
in the ContextHelp.xml file

25/6/2010

18/6/2010

24/6/2010 0.5
See the ebay "Easy Lister"
photo upload pop-up for an
example of showing the full
path name.

21/7/2010 4
 5/7/2010 4.5

1/7/2010 1

21/7/2010

17/3/2010 3.5 Including integrating with

the Ratty tool and
Developing Staging
Database build project

30/3/2010 Phase 2

12/2/2010

29/4/2010 1

30/4/2010 0
 1/6/2010 0.5 Phase 2 NL

17/6/2010 1 EP
10/6/2010 Phase 2

23/6/2010 Phase 2

25/6/2010

30/6/2010 1

GT

GT
N/A
Story Story Name As a... (Actor) I can... (Goal) Flow Step When I... (Action)
ID

S012 View Widgets List General User Better understand the Main 1 Request to view the widgets list (any
(Enhancements) widgets list org type)
2

3
4

S013 View Widget Header General User View key information Main 1 Request to view a specific (v8+) widget
Information (v8+) about a (v8+) widget
2

3
 4

S014 View Widget Description General User View the widget Main 1 Request to view a specific (v8+) widget
(v8+) description for a (v8+)
widget

2 Precondition: the relevant widget text

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

3
S015 View Widget Guidance General User View the guidance text for Main 1 Request to view a specific (v8+) widget
Text (v8+) a (v8+) widget
2 Precondition: the relevant widget text
has been converted from RATML into
HTML by S065 (Import Widgets Data)

S016 View Knowledge Base General User View and access the Main 1 Request to view a specific (v8+) widget
Resources (v8+) knowledge base resources
that are relevant to a
(v8+) widget

2
 3
4

5
6

10

S017 View Widget Origins (v8+) General User View the widget origins Main 1 Request to view a specific (v8+) widget
for a (v8+) widget
2 Precondition: the relevant widget text
has been converted from RATML into
HTML by S065 (Import Widgets Data)

3
 4

1a Request to view a specific (v8+) widget

which has no widget origins

S068 View Widget Changes General User View a list of material Main 1 Request to view a specific (v8+) widget
(v8+) changes that have been
made in this (major)
version of the (v8+)
widgets
2 Precondition: the relevant widget text
has been converted from RATML into
HTML by S065 (Import Widgets Data)

4
1a 1 Request to view a specific (v8+) widget
which has no material changes
2

S018 View Training Tool Text General User View the training tool text Main 1 Request to view a specific (v8+) widget
(v8+) for a (v8+) widget for which the training tool text is
relevant
2
 1a 1 Request to view a specific (v8+) widget
for which the training tool text is *not*
relevant

S019 View Training Tool Custom General User View (v8+) widget-specific Main 1 Request to view a specific (v8+) widget
Text (v8+) training tool text for which the training tool text is
relevant and for which there is widget-
specific training tool text

2 Precondition: the relevant widget text

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

S020 View Attainment Levels General User View attainment levels Main 1 Precondition: the relevant widget text
(v8+) and attainment criteria for has been converted from RATML into
a (v8+) widget HTML by S065 (Publish Widgets Data)

2 Request to view a specific (v8+) widget

3

4
 5

10

2a 1 Request to view a (v8+) widget which

has Level 3 Maintenance criteria
2

3
 2b 1 Request to view a (v8+) widget for
which "not relevant" is a valid response
2

2c 1 Request to view a (v8+) widget for

which "not relevant" is *not* a valid
response
2

S021 View Evidence Types General User View standard evidence Main 1 Request to view a specific (v8+) widget
types against each
attainment criterion

S049 Expand and Collapse General User Expand or collapse the Main 1 View a specific (v8+) widget
Widget (v8+) various sections of the
(v8+) widget page

2
3

4
 5

8 Request to collapse a top-level section

9

10

11 Request to expand the collapsed section

12
13

8a 1 Request to collapse all top-level

2 sections
3

4 Request to expand all top-level sections

5
6

8b 1 Request to expand an attainment

criterion details section
 2

4 Request to collapse the expanded

5 section
6

8c 1 Request to collapse a top-level section

2 Request to expand an attainment
criterion details section
3 Navigate to a different widget

S023 Indicate Widget As Not Organisation Indicate that a (v8+) Main 1 Request to view a (v8+) widget
Relevant (v8+) User widget is not relevant to
my organisation
 2

4 Indicate that the widget is not relevant

to my organisation.

5 Request to save my changes

6

2a 1 "Not relevant" is not a valid response

2

S024 Enter Comments for an Organisation Enter comments for an Main 1 Request to view a specific (v8+) widget
Attainment Criterion User attainment criterion
2

3 Enter comments on an individual

attainment criterion
4 Request to save my changes
5

1a 1 Request to view a widget which already

has comments for an attainment
criterion
2
 3 Edit the comments
4 Request to save my changes
5

S025 Add Custom Evidence Organisation Add a custom evidence Main 1 Request to view a specific (v8+) widget
Type User type to an assessment
criterion (because the
standard evidence types
are not appropriate for
me)
2
 3 Add a custom evidence type and give it
a name (free form text)
4 Request to save my changes
5

1a 1 Request to view a widget which already

has a custom evidence type against one
of its attainment criteria

5 Add a second custom evidence type and

give it a name (free form text)
6 Request to save my changes
7

1b 1 Request to view a widget which already

has a custom evidence type against one
of its attainment criteria

2
 3 Edit the custom evidence type name
4 Request to save my changes
5

1c 1 Request to view a widget which already

has a custom evidence type against one
of its attainment criteria

3 Request to remove the custom

evidence type
4 Request to save my changes
5

S026 Indicate Evidence Organisation Indicate that I have Main 1 Request to view a specific (v8+) widget
Obtained User obtained a particular
evidence type

3 Indicate a specific evidence type as

obtained
4 Request to save my changes
5

S027 Enter Evidence Comments Organisation Enter comments against a Main 1 Request to view a specific (v8+) widget
User specific evidence type
 2

3 Enter comments
4 Request to save my changes
5

1a 1 Request to view a specific (v8+) widget

which already has evidence comments
2

3 Edit an evidence comment

4 Request to save my changes
5

S028 Specify External Evidence Organisation Specify an external Main 1 Request to view a specific (v8+) widget
Location User location for my evidence for which there is an evidence type that
has been indicated as obtained

2
 3

4 Specify the evidence location type as

"other"
5

8 Specify the evidence location details

(free form text)
9

10 Request to save my changes

11
1a 1 Request to view a specific widget for
which there is an evidence type that has
*not* been indicated as obtained

2
4a 1 Specify the evidence location as "local
2 file"

4b 1 Specify the evidence location as

2 "intranet"

4c 1 Specify the evidence location as

2 "internet"
S131 Specify Evidence Location Organisation Specify an external Main 1 Request to view a specific (v8+) widget
Improvement User location for my evidence
(improved UI)

3 Request to specify the location for a

particular evidence type
4
5

6 Specify the evidence location

7

8 Specify evidence location details

9 Close the pop-up
10

11 Request to save the widget

12
S030 Upload Evidence Organisation Upload evidence to the Main 1 At "Specify External Evidence Location"
User PQRT server step 4, specify the evidence location as
"uploaded"

3 Select the option to upload

4

6 Specify the file to upload (type file

name or via file browser) and request to
upload it

7
8

10

11
12

13

13 Request to save the widget response

data
 14

13a 1 Request to remove the uploaded file

from the server
2
3 Confirm
4

6 Request to save my changes

7

13b 1 Change the evidence location to

something else other that "uploaded"
2 Change the evidence location back to
"uploaded"
3

13c 1 Change the evidence location to

something else other that "uploaded"
2 Request to save my changes
3

6a 1 File doesn't exist

 2
7a 1 File too big
2

S031 View Evidence Organisation View evidence files that I Main 1 Request to view a (v8+) widget for
User have previously specified which the evidence location type has
in my widget response already been specified as one of
"uploaded", "internet", "intranet" or
"local file" and the evidence details
have also been specified

2
3 Request to view the evidence file
4

S029 Specify Duplicate Evidence Organisation Indicate that an evidence Main 1 At "Specify External Evidence Location"
User type is a duplicate of step 4, specify the evidence location as
another one I've already "duplicate"
specified (and cross
reference it)

2
 3

5 Select one of the evidence types from

the list
6

7 Request to save my changes

8

S140 View Duplicate Evidence Organisation View duplicate evidence Main 1 Request to view a (v8+) widget for
User files that I have previously which the evidence location type has
specified in my widget already been specified as "duplicate"
response and the evidence details have also been
specified
2
3 Request to view the evidence file
 4

4a 1 The referenced file is not viewable

S139 Cannot Delete Referenced Organisation Be prevented from Main 1 Request to view a widget which already
Custom Evidence User deleting custom evidence has a custom evidence type against one
which is referenced from of its attainment criteria
elsewhere
2

3 Request to remove the custom

evidence type
4

6
S163 Link to Existing Uploaded Organisation Specify an existing Main 1 At "Specify External Evidence Location"
Evidence (Mark 2) User uploaded evidence file step 4, specify the evidence location as
against another evidence "uploaded"
item (enhanced/simplified
version)

4
5
6

8 Select a file from the list

9

10

11

12

13 Request to view the file

14
15 Select a new local file and request to
upload it
16
 17 Indicate whether I want to replace or
18 add

8a 1 Instead of selecting a file from the list,

select a new local file and request to
upload it
 2

S032 Configure Evidence Sys Admin Configure whether Main 1 Specify whether evidence provision is
Provision Status evidence provision is "overall mandatory" or "overall
"overall mandatory" or optional" for each organisation type
"overall optional" for each (does not need to be via a GUI)
organisation type. This
determines whether an
organisation is mandated
to provide evidence
against each attainment
criterion.

2 Request to save my changes

3 Restart the system
 4
5

S033 Indicate Attainment Organisation Indicate a given Main 1 Am completing a (v8+) assessment for
Criterion Achieved User attainment criterion as an organisation type for which evidence
achieved either directly or provision is "overall mandatory"
indirectly
2

3 Attempt to indicate that a given

attainment criterion is achieved
4

1a 1 Am completing a (v8+) assessment for

an organisation type for which evidence
provision is "overall mandatory"

2 Enter evidence details for the

attainment criterion such that all
evidence types are "fully specified"

3 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 Request to save my changes

 6

7 Change evidence details so that not all

evidence types are fully specified.
8

9 Request to save my changes

10

1a.5a 3 Attempt to indicate that a given

attainment criterion is not achieved
4

1b 1 Am completing a (v8+) assessment for

an organisation type for which evidence
provision is "overall optional"

3 Indicate that a give attainment criterion

is achieved
4

6 Request to save my changes

7
S034 Indicate Attainment Level Organisation Explicitly indicate that my Main 1 Request to view a specific (v8+) widget
0 (v8+) User organisation is at
Attainment Level 0

3 Explicitly indicate Attainment Level 0

4 Request to save my changes
5

S035 Capture Date Last Organisation Have the system capture Main 1 Request to view a specific (v8+) widget,
Modified User and display the "date last which includes an attainment criterion
modified" for each that has not yet had any details
individual attainment specified
criterion

4 Specify some details for the attainment

criterion
5 Request to save my changes
6

7 Make some further changes but then

reverse the changes
8 Request to save my changes
9
S036 Determine Current Organisation Have the system Main 1 Request to view a specific (v8+) widget
Attainment Level (v8+) User determine my current
attainment level for a
given widget
2 The widget is marked as not relevant
3

2a 1 All level 1, 2 and 3 criteria have been

achieved (including level 3 maintenance
criteria) and the previous assessment
was at attainment level 3

2
2b 1 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

2c 1 All level 1 and 2 criteria have been

achieved
2

2d 1 All level 1 criteria have been achieved

2

2e 1 Level 0 is explicitly marked as achieved

2

2f 1 The user has entered *any* data

against the widget
 2

2g 1 None of the above is true

2

S037 Determine Widget Status Organisation Have the system Main 1 View the widgets list for an in-progress
User determine the status of assessment (any version) where one of
my widget response the widgets has not yet been started

3 Make some changes to the widget and

save my changes
4 View the widget list again
5

S038 Grant Widget Exemption XYZ ABC User Grant an exemption from Main 1 View an in-progress (v8+) assessment
a (v8) widget to an for a specific organisation
organisation
 2 View a specific widget within the
assessment for which "not relevant" is
*not* an option

5 Mark the organisation as exempt from

the widget
6
7

8 Add free form notes

9 Request to save my changes
10

11

2a 1 View a specific widget which has

already been marked as exempt
2

3
4
5 Amend the notes
6 Request to save my changes
7

8 Unexempt the widget

9 Request to save my changes
 10

11 Re-exempt the widget [no connets this

time]
12 Request to save my changes
13

2a 1 View a specific widget within the

assessment for which "not relevant"
*is* an option

S039 View Widget Exemption Organisation View a widget exemption Main 1 View a specific widget for my in-
User granted to my progress (v8+) assessment for which my
organisation organisation has been granted an
exemption

3
4

6
S040 Grant Criterion Exemption XYZ ABC User Grant an exemption from Main 1 View an in-progress (v8+) assessment
an attainment criterion to for a specific organisation
an organisation

2 View a specific widget within the

assessment
3

5 Mark the organisation as exempt from a

specific attainment criterion
6

7 Add free form notes

8 Request to save my changes
9
10

S041 Grant Criterion Exemption XYZ ABC User Grant an exemption from Main 1 View an in-progress (v8+) assessment
to Org Type an attainment criterion to for a specific organisation
all organisations of a
specific type

2 View a specific widget within the

assessment
3

5 Mark the organisation type as exempt

from a specific attainment criterion
 6

7 Add free form notes

8 Request to save my changes
9
10

1a 1 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 View a criterion Main 1 View a specific widget for my in-
User exemption granted to my progress (v8+) assessment for which my
organisation organisation has been granted an
exemption against a specific attainment
criterion

3
4

5
 1a 1 View a specific widget for my in-
progress assessment for which my
organisation *type* has been granted
an exemption against a specific
attainment criterion
2

3
4

1b 1 View a specific widget for my in-

progress assessment for which both my
organisation *and* my organisation
type have been granted an exemption
against a specific attainment criterion

S043 Determine Current Organisation Have the system Main 1 Request to view a specific (v8+) widget
Attainment Level Given User determine my current
Criterion Exemption attainment level for a
given widget, given that I
have a criterion
exemption
2 The widget is marked as exempt (ref.
S038 - Grant Widget Exemption)
3
S044 Grant Evidence Exemption XYZ ABC User Grant an exemption from
a mandatory evidence
type to an organisation

S045 Grant Evidence Exemption XYZ ABC User Grant an exemption from
to Org Type a mandatory evidence
type to all organisations of
a specific type

S046 View Evidence Exemption Organisation View an evidence

User exemption granted to my
organisation

S047 Save Widget Organisation Save changes I have made Main 1 View a specific widget for an in-progress
User to my widget response (v8+) assessment
when I request it or when
I perform various
navigation tasks

2 Make some changes

3 Request to save the widget
4
3a 1 Request to move to the next widget
2
3b 1 Request to move to the previous widget
2
3c 1 Indicate that I am done with the current
widget
2
3
3d 1 Request to cancel my changes
2
 3

S048 Jump To Widget Organisation Navigate quickly from one Main 1 View a specific widget for an in-progress
User widget to another (v8+) assessment
2

3 Make some changes

4 Request to jump to another widget (and
specify which one)
5
6

S022 View General User View a Main 1 Request to view a specific (v8+) widget
Printable/Downloadable printable/downloadable
Version of Widget version of a widget

3 Request to print or download the

4 widget

7
S050 Download Widgets In Bulk Logged In User Download printable Main 1 Request to view the (v8+) widgets list
versions of widgets in
bulk, for viewing off-line
or for printing out

2
3 Request to download widgets in bulk
4
5
6

8
 9

10 Download and open the file

11

12

8a 1 Download and open the file

2

3
1a 1 Request to view a specific widget
2
3 Request to download widgets in bulk
4
5
1b 1 Navigate to the Resources page
2

3 Request to download widgets in bulk

4
5
1c 1 Log in as an XYZ ABC user
2 Request to download widgets in bulk
3
4
 5

6 Select another org type and request to

view the downloads for it
7

1d 1 Log out
2 Navigate to the Resources page
3

4 Navigate to the widgets list for any org

type
 5

6 Navigate to a specific widget

S076 Download Widgets In Bulk Logged In User Download printable Main 1 Request to download widgets in bulk
(Per-Initiative Booklets) versions of widgets in
bulk, for viewing off-line
or for printing out
(specifically, per-initiative
booklets)
2
3

6 Download and open the file

7
 8

S069 Download Widgets General User Download the widget set Main 1 Request to download widgets in bulk
Spreadsheet as a spreadsheet for
offline working

3 Download and open the file

4

S055 Review Submitted XYZ ABC User Review a submitted (v8+) TBC previously done via widgets list but
Assessment assessment prior to now there's extra detail to worry about
approval
S056 Create Bulk Email XYZ ABC User Create bulk emails to be Main 1 Request to view a list of bulk emails
sent to users
2
3
4 Request to create a bulk email
5

10

11
12
13
14 Enter details for the email
15 Request to create the email
16
 17

18

19

20

21

16a 1 Validation criteria not met

2
3 Rejoin main flow at step 14
15a 1 Request to cancel
2

S057 Add Bulk Email XYZ ABC User Attach files to pending Main 1 Request to create a bulk email
Attachments bulk emails
2
 3

4 Enter (valid) details for the email

5 Specify one or more files to attach to
the email
6

8 Request to create the email

9

6a 1 File too large

 8a 1 Request to remove one of the
attachments
2

3 Rejoin main flow at step 7

8b 1 Request to view an attachment (click on
its file name)
2

S058 Send Bulk Email XYZ ABC User Have the system send all Main 1 Wait until the morning after a bulk
due bulk emails email was due to be sent

4
 5

7
8

9
10

2a 1 System is in bulk email test mode

2

3
 4

S059 View Bulk Emails XYZ ABC User View bulk emails (both Main 1 Request to view a list of bulk emails
sent and pending)
2

3
4
5

2a 1 There are currently no bulk emails

S060 Amend Bulk Email XYZ ABC User Amend a pending bulk Main 1 Request to view a list of bulk emails
email
2

3 Request to edit a pending email

4
5
6
7 Edit the email details
8 Request to save my changes
 9

10

11
9a 1 Validation criteria not met
2
3 Rejoin main flow at step 7
8a 1 Request to cancel
2

S061 Delete Bulk Email XYZ ABC User Delete a pending bulk Main 1 Request to view a list of bulk emails
email 2

3 Request to delete a pending email

4

5 Confirm
6
7
8
3a 1 Request to edit a pending email
2
3
4 Request to delete the email
5

S080 View Bulk Email XYZ ABC User View a sent email Main 1 Request to view a list of bulk emails
 2

3 Request to view a sent email

4
5
6

S102 Bulk Email Look & Feel XYZ ABC User Have a nice look & feel for Main 1 Go to the Bulk Email List screen
the bulk email function
2

3 Request to create a bulk email

4
S062 View Undelivered Bulk XYZ ABC User View a list of undelivered TBC
emails bulk emails so that I can
consider whether to
amend user details

S063 View Glossary Term General User View the definition of a Main 1 View a (v8+) widget that has a phrase
Definition term that is defined in the marked up as a glossary term within any
glossary of its RATML fields

3 Float the mouse cursor over the term

4

6
7
 8

10

11

12

13 Move the mouse cursor away and float

it over the term again
14
15 Click the term
16

1b 1 View a widget within the widget list that

has a term marked up as a glossary
term within the widget question text
 2

S070 View Glossary Term General User Identify glossary terms in Main 1 View the printable version of a (v8+)
(Printable) the printable version of a widget that has a term marked up as a
widget glossary term within any of its RATML
fields

S064 View Glossary General User View the entire glossary Main 1 View any page
2

3 Request to view the glossary

4

5
6

S071 View General User View a Main 1 View the glossary

Printable/Downloadable printable/downloadable
Version of Glossary version of the glossary
 2

3 Request to print or download the

4 glossary

5
6

S066 Publish Knowledge Base Sys Admin Publish a new version of Main 1 Manually copy all (new or amended) KB
the Knowledge Base "internal" files to the correct location on
based on the data held in the PQRT web server(s)
RAT
2 Request to import KB data from RAT
into PQRT staging tables
3

4 Run KB "publish" process

5
6

10

11

12 View the KB via the PQRT web interface

(ref. S075)
13

14 Request to view a specific (internal) KB

resource (ref. S075)
 15

5a 1 One or more KB resources are missing

from the PQRT web server(s)
2

S065 Publish Widgets - Online Sys Admin Publish or re-publish a Main 1 Request to import widget and
Version version of the widgets knowledge base data from RAT into
based on the data held in PQRT staging tables
RAT (online widgets only)

3 Request to run widget "publish" process

(in PQRT).

3.1

5
6

8 Confirm that I wish to proceed

9

11

12
 13

14

15

16
17

18 View online version of widget (ref.

stories S013-S021)
19

7a 1 There are existing assessments that

would be affected by an *added*
widget

2
 3

7b 1 There are existing assessments that

would be affected by an uplifted or
deleted widget

S082 Publish Widgets - Sys Admin Publish or re-publish the Main 1 This story extends S065 by also
Printable Version printable versions of the generating the printable versions of the
widgets widgets (continue on from the end of
S065).
2 Request to view the printable version of
a widget
3
4

6
 7

10

11

12

S099 Publish Widgets - ZIP File Sys Admin Publish or re-publish the Main 1 This story extends S065 by also
Downloads ZIP file downloads for the generating the ZIP file downloads for
widgets the widgets (continue on from the end
of S065).
 2 Download and open the full widget
format individual widgets (ref. S050)
3

5
7

2a 1 Download and open the guidance only

format individual widgets
2

2b 1 Download and open the attainment

levels/checklist only format individual
widgets
 2

S100 Publish Widgets - Booklet Sys Admin Publish or re-publish the Main 1 This story extends S065 by also
Downloads booklet downloads for the generating the PDF booklet downloads
widgets for the widgets (continue on from the
end of S065).

2 Download and open the full widget

format booklet (ref. story S050)
3
 4

7
8
9

2a 1 Download and open the guidance only

format booklet
2

9b 1 Download and open the attainment

levels/checklist only format booklet
 2

S101 Publish Widgets - Per- Sys Admin Publish or re-publish the Main 1 This story extends S065 by also
Initiative Booklets per-initiative booklet generating the PDF per-initiative
downloads for the booklet downloads for the widgets
widgets (continue on from the end of S065).

2 Download and open full widget format

per-initiative booklet (ref. story S050)
3

5
 6

S151 Publish Widgets - Sys Admin Publish or re-publish the Main 1 This story extends S065 by also
Spreadsheet (Technology XL spreadsheet download generating the XL spreadsheet for the
Spike) for the widgets (simple widgets (continue on from the end of
version to prove S065).
technology)
2 Download and open widget
spreadsheet (ref. story S069)
3

7
S106 Publish Widgets - Sys Admin Publish or re-publish the Main 1 This story extends S151 by also
Spreadsheet (List Sheet) XL spreadsheet download generating the details in the "List"
for the widgets (widgets sheet.
list sheet)

2 Download and open widget

spreadsheet (ref. story S069)
3

S107 Publish Widgets - Sys Admin Publish or re-publish the Main 1 This story extends S151 by also
Spreadsheet (Details XL spreadsheet download generating the "Details" sheet.
Sheet) for the widgets (widgets
list sheet)
2

7
8

10
 11

12

S148 Publish Widgets - Sys Admin Publish or re-publish the Main 1 This story follows on from S106
Spreadsheet (Report XL spreadsheet download
sheet) for the widgets (report
sheet)
2
 3

S072 Publish Widgets - Booklets Sys Admin Publish or re-publish the Main 1 This story extends S065 by also
with Glossaries booklet downloads for the including the glossary in the PDF
widgets, including a booklets and ZIP files (continue on from
glossary section the end of S065).

2 Request to download a widgets booklet

(any format)
 3

2a 1 Request to download individual widgets

2

S067 Publish Glossary Sys Admin Publish a new version of Main 1 Manually copy glossary PDF (as created
the glossary based on the by RATty) to the correct location on the
data held in RAT PQRT web server(s)

2 View printable version of glossary in

PQRT (see story S071)
3

4 Request to import glossary data from

RAT into PQRT staging tables
5

6 Run glossary "publish" process (in

7 PQRT)

8 View online version of glossary (ref.

story S064)
9

S081 Publish Glossary Sys Admin Publish a new version of Main 1 Request to import glossary data from
(Advanced) the glossary based on the RAT into PQRT staging tables (using
data held in RAT Meerkat)
(advanced version
including PDF generation
within PQRT)
2

3 Run glossary "publish" process (in

4 PQRT)

7 View online version of glossary (S064)

8
 9 View printable version of glossary in
PQRT (see story S071)
10

11 View widgets booklets and ZIP files

12

S073 View Assessment Organisation View summary data about Main 1 Request to view a summary of my
Summary User my assessment current and previous assessments
2

5
6
7

8
9
10

11
12

13

14

15

16

17
 18

19

20

21

22

23

24

25

26

27
28

2a 1 I am in a position to start a new

assessment
 2

3
4
5
6

7
8
9

10

11

12

S136 View Assessment Organisation View my target score Main 1 Request to view a summary of my
Summary Target Score User along with my assessment current and previous assessments
summary

3
 4

S077 Look and Feel General User Use the application easily Main 1 View any page (using IE7 "Gold" on Win
and without aesthetic XP SP2)
insult to my eye

9
10

11

12

13

14
15

16
17

18
19
 20

21

22
23

24
25

26

27
28

29

30

31
32

1a 1 View any page (using IE6 SP2 on Win XP

SP2)
2
 1b 1 View any page (using Firefox 3.5 on Win
XP SP2)
2

1c 1 View any page (using IE8 on Win XP

2 SP2)

1d 1 View any page (using Google Chrome 4

on Win XP SP2)
2

S104 Look and Feel v2 General User Have an enhanced Main 1 View any page
aesthetic experience, with
lovely soft curves
caressing my visual senses
S078 Improved Navigation General User Navigate the site more Main 1 View any page (not logged in)
easily
2
3
4
5
6
7
8
1a 1 View any page (logged in as org user)
2
3
 4
5
7
8
9
10
1b 1 View any page (logged in as org admin)
2
3
4
5
6

7
8
9
10
1c 1 View any page (logged in as XYZ ABC
2 user)
3
4
5
6

7
8
9
10
1d 1 Request to view help (not logged in or
logged in as any type of user)
 2

1e 1 Request to view resources (not logged

2 in)
3
4

1f 1 Request to view resources (logged in a

"simplified interface" user)
2
3
4

1g 1 Request to view resources (logged in as

an organisation user, admin or XYZ ABC
user)
2
3
4
 5

1h 1 Request to view admin (logged in)

2
3
4
5
1i 1 Request to view admin (logged in as
non-XYZ ABC admin)
2
3
4
5

1j 1 Request to view admin (logged in as XYZ

ABC admin)
2
3
4

5
6

S096 Improved Navigation - Information Be able to navigate to the 1k 1 View any page (logged in as user with
Information Mapping Mapping User information mapping "Information Mapping User"
functions permission)
 2

1l 1 View any page (logged in as user with

"Information Mapping Admin"
permission)
2 Request to view admin page
3

S074 Navigate to Views XYZ ABC User, Be able to access the 1h 1 Request to view widgets (logged in as
Maintenance Organisation Views Maintenance org admin (not "simplified interface") or
Administrator function XYZ ABC user)
 2
3
4 Request to maintain widget views
5

S079 Home Page General User View information on the Main 1 View the home page (not logged in)
home page
2

7
 8

1a 1 Log in (any user type)

2

1b 1 Log in (assessed user type)

2

1b.2a 1 I am not in a position to start a new

assessment
2
 3

1b.2a.2 1 I do not have any assessments on

a record

1c 1 Log in (any user type)

2

5
 6

9 Request to remove the "New Users..."

section
10
11 Log out and back in again
12

S091 Next Deadline Info Organisation Find out when my next Main 1 Log in (assessed user type)
User assessment deadline is
2

6
 7

10

11

12

13

S125 View Submission Deadline Organisation Be told the (correct) Main 1 Request to do a Performance Update
on Performance Update Admin submission deadline when
I do a Performance
Update
S092 Log In General User Log in to the system Main 1 View the home page
2

3 Enter my Organisation Code, User ID

and Password
4 Request to log in
5
6

7
8
 9

5a 1 Organisation Code doesn't exist

2
3

5b 1 User left org code field blank

6a 1 Invalid user ID/password combination

2
3

6b 1 User left user ID and/or password field

blank
2
3

S093 Log Out Logged In User Log out from the system Main 1 Request to log out
2
S090 Register For an Account General User Register for an PQRT Main 1 Request to register for an PQRT Account
account
2

5 Enter my Organisation Code and/or

Organisation Name Keywords and
request to proceed

10 Request to proceed
11

12

13
14 Request to register online (click "Next")
15

16

17 Enter my user details (and request to

proceed)
18

19

20

21
22

23 Accept the Terms and Conditions (and

request to proceed)
24
 25

26 Request to create account

27

28

29

30

31

7a 1 I did not enter an Organisation Code

2
 3

4
8a 1 There was no matching organisation
2 code

4 Request to proceed
5

6
7

7a.2a 1 I did not enter Organisation Name

Keywords
2
 7a.3a 1 There is no organisation that matches
on Organisation Name Keywords (or I
left them blank)

2
10a 1 There is already an admin for my org
2

16a 1 Attempt to cut & paste Email into

Confirm Email field

S089 Contact Us General User Contact XYZ ABC about Main 1 Request to contact XYZ ABC (via link in
the PQRT header bar) (not logged in user)
2

4
5

7
8

9
10 Enter details of my enquiry and click
"Submit"
11

12

13
 14

15

16

17

18

11a 1 Validation fails

2
3
12a 1 I selected an org type of
2 "Thingy/Dentist"

3
16a 1 I requested a copy of the enquiry by
2 email
 3

1a 1 Logged in as a non-Thingy/Dentist user

2
3

4
5

1a.1a 1 Logged in as a Thingy or Dentist user

2
3
 4

1b 1 Request to view the Help page

2

3 Request to contact XYZ ABC (via Help

page)
4

S083 View "About" Info General User Read general information Main 1 View any page
about PQRT
2

3 Request to view the "About" page

4

1a 1 View the home page

2

3 Request to view the "About" page

4
 1b 1 View the help page
2

3 Request to view the "About" page

4

S084 View "Accessibility" Info General User Read information about Main 1 Click the Accessibility link in the footer
PQRT accessibility bar on any page
2

1a 1 View the help page

2

3 Click the Accessibility link in the footer

bar on any page
4

S086 View Terms & Conditions General User View PQRT terms & Main 1 Click the Terms and Conditions link in
conditions the footer bar on any page
2

S094 View Updated General User View updated Terms & Main 1 Request to register for an account, and
Registration Terms & Conditions when progress through the process to the
Conditions registering for an PQRT Terms and Conditions page
account
S095 Show Environment Name General User See which (non live) Main 1 Browse to the home page on a non-live
and Build Number environment I am environment
connected to and also
which software build I am
using

S097 Improved Navigation - General User Navigate more sensibly to Main 1 View any page (not logged in)
Widgets the widgets list page
2

3 Request to view widgets

4

5 Select an org type

6

1a 1 View any page (logged in as a non-

assessable org type e.g. XYZ ABC)

2
1b 1 View any page (logged in as a user from
an assessable org type - any role)
2
 1c 1 View any page (logged in as an Org User
or Org Reviewer from an assessable org
type)
2

3 Request to view assessments

4

S098 Home Page - What Next Logged In User Once I have logged in, Main 1 Log in
view instructions on what
I can do next

2
3

1a 1 Log in as a user of an "assessable" org

2

3 Select this option

4
S075 Search Knowledge Base General User Search for knowledge Main 1 Request to view the knowledge base
base documents based on (not logged in or logged in as a non-
various criteria assessable org type)

4 Select to view the KB for a specific org

type
5
6

7
8

9
10

11

12
13
14
 15

16

17 Request to view an internal KB resource

18

17a 1 Request to view an external KB resource

2
1a 1 Request to view the knowledge base
(logged in as an assessable org type)
2

4a 1 Select to view the entire KB

2

17b 1

2
 3

4 Enter search criteria and request a

5 search

S105 Context Sensitive Help Developer Implement context Main 1 Insert a "context sensitive help" marker
Mechanism sensitive help in a into a web page with a specific ID
straightforward and
flexible manner

2 Deploy a (test) context sensitive help

configuration file with the application
(including some simple HTML
formatting e.g. <strong> and <p>).

3 Run the application and float the mouse

over the context sensitive help marker
4

5
 6

S109 Context Sensitive Help General User Receive context sensitive Main 1 This story builds on S105 by
help as necessary across implementing all context sensitive help
the whole site items as specified in ContextHelp v2.xml

2 For each context sensitive help item

specified in ContextHelp v2.xml (in \\
data1brind\data\Information
governance\PQRT Version 8\Functional
Specification):

3 Navigate to the specified page

4

5 Float over the icon

6
S108 Look & Feel - Widget General User Have a nice look & feel for Main 1 View the widget details page (as a
Details the widget details page logged in user from an "assessable"
organisation)
S110 Can't Enter Widget Level Organisation Not enter widget-level Main 1 View a widget for an in-progress (v8+)
Comments User comments for a (v8+) assessment
widget

S111 Smaller PQR Assurance Organisation Be able to view the PQR Main Pre My assessment is ready to be submitted
Statement Pop-up User Assurance Statement Pop-
up on an 800x600 screen

Pre My organisation is not exempt from the

PQR Assurancer Statement
1 Submit the assessment, from the
assessment summary page (including
confirmation)

3
 1a 1 Submit the assessment, from the
widgets list page (including
confirmation)
2

S112 Submission Email Log Organisation View a record of the Main Pre My assessment is ready to be submitted
User sending of an submission
e-mail

1 Submit the assessment (including

confirmation and PQR Assurance
Statement)

S117 Specify A Widget Owner Organisation Specify a user from my Main 1 Request to view the widget list for an
Administrator organisation as the owner in-progress (v8+) assessment
for a given widget

2
3 Request to specify requierment owners
4
5

6
 7 Select the widget owner for one or
more widgets
8 Request to save my changes
9

10
11
1a 1 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.

2
1b 1 Logged on as an XYZ ABC user, request
to view the widget list for an
assessment which has had one or more
owners specified.

2
1c 1 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.

1d 1 Not logged on, request to view the

widget list for an assessment which has
had one or more owners specified.

2
S118 Specify a Second Widget Organisation Specify a user from my Main 1 TBC this is as per S117 but allows the
Owner Administrator organisation as the admin to specify a second owner - this
second owner for a given is primarily for GHJs who generally have
widget two owners - one "commissioner"
owner and one "provider" owner

S113 Add Improvement Action Organisation Add an improvement Main 1 Request to view a widget for an in-
User action against a specific progress assessment
attainment criterion

3 Request to add an improvement action

to an attainment criterion
4

5
6
7

9 Enter details for the action

10 Request to save the widget response
11

12

10a 1 Request to add another improvement

action
2
 1a 1 Request to view a widget for an in-
progress assessment which has an
existing improvement action

2
3 Edit the improvement action (this
includes the option to mark it as
completed)
4 Request to save the widget response
5
1b 1 Request to view a widget for an in-
progress assessment which has an
existing improvement action

3 Request to delete the improvement

4 action
5 Confirm
6

7 Request to save the widget response

8

S138 View Improvement General View improvement Main 1 Request to view a widget for an
Actions actions assessment which has an existing
improvement action when it is "not
editable by me"

2 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

S114 Produce Improvement Organisation Produce an improvement Main 1 Request to produce an evidence and
Plan and Evidence Report User plan for my organisation action report

8 Select report criteria

9 Request to produce report
10

11
12
13

14

15

16
17

18

19
20
21

22

23

24

25
 26

27

28

29

30

31

2a 1 The org has no v8+ assessments

 2

3
4
1a 1 Request to produce an evidence and
action report, logged on as XYZ ABC
user
2

4 Search for and select an organisation to

report on
5

S116 Send Ad-hoc Organisation Send ad-hoc email Main 1 Request to administer improvement
Improvement Action Admin reminders to widget plan settings
Reminders owners with outstanding
improvement actions

5
6

7
8
9 Enter details for the ad-hoc reminder
10 Request to send the ad-hoc reminder
11

12

13

14

15
16

17

18

19
 20

3a 1 The organisation does not have an in-

progress assessment
2

4a 1 There is *not* at least one widget

owner with "incomplete" widgets on
the current assessment (as per steps 9
and 10 of S115)
2

S115 Send Regular Organisation Send regular email Main 1 Request to administer improvement
Improvement Action Admin reminders to widget plan settings
Reminders owners with outstanding
improvement actions

3
4

5 Indicate that regular email reminders

should be sent
6 Request to save my changes
7
8 Wait until the 1st of the month
9

10
 11

12
13

14

15

16

17

18

19
20

4a 1 There are one or more potential email

recipeints who do not have an email
address set up

3
S121 View Past Attainment Organisation View my attainment level Main 1 Request to view a (v8+) widget, within
Level User for a (v8+) widget on my the context of an assessment
previous assessment

3
4

S122 Set Target Attainment Organisation Set a target attainment Main 1 Request to view a (v8+) widget, within
Level and Date User level and date for a given the context of an assessment
(v8+) widget

4 Set the target level and date

5

6 Request to save my changes

 7

S137 Set Target Attainment Organisation Set a target attainment Main 1 Request to view a (v8+) widget, within
Level of 0, NR or EX User level of 0, NR or EX the context of an assessment

S123 Mark Widget as Complete Organisation Mark a (v8+) widget Main 1 This story implements the same
User (or response as complete functionality for v8+ widgets as already
Reviewer or exists for v7- widgets
Admin)
2 Request to view a (v8+) widget, within
the context of an in-progress
assessment
3

6
 7 Mark the widget response as complete
8 Request to save my changes
9

10

11

12 Return to the widget list page

13
2b 1 Request to view a (v8+) widget, within
the context of an in-progress
assessment, as an XYZ ABC user

S124 Mark Widget as Organisation Mark a (v8+) widget Main 1 This story implements the same
Confirmed Reviewer (or response as confirmed functionality for v8+ widgets as already
Admin) exists for v7- widgets, but with some
"improvements"

2 Request to view a (v8+) widget, within

the context of an in-progress
assessment
3

4
 6

7 Mark the widget response as confirmed

complete
8

9 Request to save my changes

10

11

14 Return to the widget list page

15

4a The widget is not already marked

"complete"

9a Mark the widget as *not* confirmed

complete

2a 1 Request to view a (v8+) widget, within

the context of a "confirmed"
assessment
 2

2b 1 Request to view a (v8+) widget, within

the context of an in-progress
assessment, as an XYZ ABC user

S127 Odds and Ends General User See a range of random Main 1
and unrelated point
improvements across the
site

6
7

10

11

13
14

15

16

17

19
20

21

22

23

24
25

26

29

30

31

34

35
S128 Unsubmit XYZ ABC User Unsubmit baselines and Main 1 [logged in as XYZ ABC]
Baseline/Performance performance updates View a 3-stage assessment for an
Update: Changed whereas organisation organisation which has been baselined
Permissions admins cannot but not performance updated

2
3 Request to unsubmit the baseline
4
1a 1 [logged in as XYZ ABC]
View a 3-stage assessment for an
organisation which has been
performance updated but not
submitted
2

3 Request to unsubmit the performance

update
4
1b 1 [logged in as an org admin]
View my 3-stage assessment which has
been baselined but not performance
updated

2
1c 1 [logged in as an org admin]
View my 3-stage assessment which has
been performance updated but not
submitted

S129 Submit Organisation Receive warnings when Main 1 View my 3-stage assessment which is
Baseline/Performance Admin submitting baselines and ready to be baselined
Update Warnings performance updates

2
 3

4 Request to submit a baseline

5

6 Request to proceed
7

6a 1 Request to cancel
2
1b 1 View my 3-stage assessment which is
ready to be performance updated
2

4 Request to submit a performance

5 update

6 Request to proceed
7

1b.6a 1 Request to cancel

2
S130 Can't Delete User Organisation Not delete a user who is Main 1 Request to edit details for a user
Admin, XYZ ABC referenced from various
User other data within the
system

3
4

10

11

12

13

14

15

16
S132 Beta Test Phase 1 Defects General User See various defects/issues Main 1
resolved that appeared in
Beta Test Phase 1

5
6

8
9

10

11

12

13

14

15

16

17
18

19

20

21

22

23

24

25
S133 Odds and Ends 2 General User See a range of random Main 1
and unrelated point
improvements across the
site

10

11

13
16

17

18

19

20
S135 Organisation Type Names General User See better, shorter names Main 1 Request to view the Widgets Org
for organisation types Chooser page
2

3 Request to view an Assessment Report

4

S141 PQRT Release Cycle Info in Organisation Receive a message about Main 1 Have an XYZ ABC user approve my
Approval Email Text Admin the PQRT release cycle as submitted assessment
part of the approval email
S142 View Improved General User View an organisation's Main 1 Request to view reports
Assessment Report Assessment Report with
various enhancements

3
4 Request to view an Assessment Report
5

7 Search for and select an organisation

8

9
10

11

12

13

14
15 Select report criteria
16 Request report
17

18

19

20
21

22

23
24

25

26
27
 28
29

30

31

32

34

35

36

S143 View Improved General User View an organisation's Main 1 Request to view reports
Assessment Report (Own Assessment Report with
Org) various enhancements

3 Request to view an Assessment Report

on my own organisation
4

5
6
 7

1a 1 Request to view my Assessment

2 Summary

3 Request to view a summary report for a

given assessment
4

1b 1 Request to view reports as an XYZ ABC

user
2

3 Request to view an Assessment Report

4

1c 1 Request to view reports as an EFG user

2

3 Request to view an Assessment Report

4

1d 1 Request to view reports as an GHJ user

 2

3 Request to view an Assessment Report

4

S144 View Improved General User View an organisation's Main 1 This story extends S142 - branch from
Assessment Report - Assessment Report S142 after step 15
Breakdown by Attainment broken down by
Level attainment level
2

3 Select report criteria, including option

to show breakdown by attainment
criteria
4 Request report
5

10
S145 View Improved Organisation View an organisation's Main 1 This story extends S142 - branch from
Assessment Report - User Assessment Report S142 after step 15
Stages and Targets including baseline,
performance update and
target scores

5 Select report criteria

6 Request report
7
 8

10

11

S146 View Improved General User View an organisation's Main 1 This story extends S142 - branch from
Assessment Report - Assessment Report S142 after step 15
Breakdown by Initiative broken down by initiative
2

3 Select report criteria, including the

option to show a breakdown by
initiative
4 Request report
5
S152 View Improved General User View an organisation's Main 1 This story extends S142 - branch from
Assessment Report - Assessment Report S142 after step 15
Breakdown by Key Widget broken down by key
Status widget status
2

3 Select report criteria, including option

to show breakdown by key widget
status
4 Request report
5

9
S147 View Improved General User Create an HTML version of Main 1 This story extends S142 by first
Assessment Report - the assessment report displaying an HTML version of the
HTML Version report and then allowing the user to
create an XL version if they wish

2 Branch from S142 Main Flow at step 16

(request report)
3

4
 5

8 Request to drill down on one of the

9 scores

10

11

12
7a 1 Request to drill down on one of the
scores for my own organisation
2
 3

7b 1 Request to drill down on one of the

scores as an XYZABC user
2
3

S162 View Improved General User Drill down into the details Main 1 Branch from S147 Main Flow after step
Assessment Report - Drill of an assessment report 6
Down on Breakdown for specific breakdown
figures (e.g. Key widgets
met/not met)

4 Request to drill down on an individual

widget count
5

6
S150 View Widget from Organisation View the correct Main 1 Request to view an (individual) PPR for
Performance Progress User "guidance" document a specific organisation and v8+
Report from the Performance assessment (either directly from reports
Progress Report for a v8+ or via a multiple org PPR)
assessment

4 Select the "Details" link for a specific

widget
5

1a 1 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
5
S153 View Widget Containing General User View a (v8+) widget with a Main 1 Add a table into a (v8+) widget using
Table table within the guidance RATty using the RATML <table> format
text (as specified in LDM v5)

2 Preview the widget in RATty in both

HTML and PDF format
3 Publish the widget to PQRT
4 View the widget in PQRT in HTML
5 format

6 View the widget in PQRT in PDF format

7

S154 View Widget Containing General User View a (v8+) widget with a Main 1 Add a main heading into a (v8+) widget
Main Heading main heading within the using RATty using the RATML <mh>
guidance text format (as specified in LDM v5)

2 Preview the widget in RATty in both

HTML and PDF format
3 Publish the widget to PQRT
4 View the widget in PQRT in HTML
5 format

6 View the widget in PQRT in PDF format

7

S157 View Widget Containing General User View a (v8+) widget with a Main 1 Add a hyperlink into a (v8+) widget
Hyperlink hyperlink within any using RATty using the RATML <a>
RATML field format (as specified in LDM v5)
 2 Preview the widget in RATty in both
HTML and PDF format
3 Publish the widget to PQRT
4 View the widget in PQRT in HTML
5 format

6 View the widget in PQRT in PDF format

7

S155 Incorporate Exemptions General User Have the system take Main 1 Request to view a Performance
into Report Scores exemptions into account Progress Report (Multiple)
when calculating overall %
scores

3 Request to export to CSV

4

5 Request to view a Performance

Progress Report (Individual)
6
S156 Submit Assessment Org User Submit my (v8+) Main 1 I have an assessment where I have not
(Simplified Interface) assessment once I have got an "answer" for all widgets (an
entered a score for each "answer" is an attainment level, NR or
widget EX)

2 Request to view the assessment

summary page
3
4 Complete my assessment such that I
have an "answer" for all requierements
5 Request to view the assessment
summary page
6
7 Request to submit my assessment
8
10 View a specific widget within the
assessment
11

12 As an XYZ ABC user, request to

unsubmit the assessment
13

14 View a specific widget within the

assessment
15

S158 View Exemption in Org User View the fact that I have Main 1 Log in as XYZ ABC
Widgets List been exempt from a
widget in the widgets list

2 Locate a (v8+) assessment for any

organisation
 3 Browse to a specific widget for which
"not relevant" is *not* an option
4 Mark the widget as exempt
5 Save my changes
6

7 Return to the Widgets List page

8
9
10 Log in as an org user for the amended
organisation
11 Go to the Widgets List page for the
same assessment
12
13
14 Answer all other widgets at level 0
15 Go to the assessment summary page
16

S159 View Assessment as an XYZ ABC User View an organisation's Main 1 Request to view a (v8+) assessment for
XYZ ABC User assessment details as an a specific organisation (one which has
XYZ ABC user, with the widgets owners set up)
relevant fields visible but
read-only

2 Request to view the details of a specific

widget
3

4
 5

8
9

10

S160 View Assessment as a General User View an organisation's Main 1 Request to view a (v8+) assessment for
General User assessment details as a a specific organisation (one which has
General user, with the widgets owners set up)
relevant fields visible but
read-only

2 Request to view the details of a specific

widget
3

4
 5

7
8

S165 View Assessment as a General User View an organisation's Main 1 This story is an amendment to S160
General User (Mark 2) assessment details as a
General user, with the
relevant fields visible but
read-only

2 Request to view a (v8+) assessment for

a specific organisation (one which has
widgets owners set up)

3 Request to view the details of a specific

widget
4

5
S161 Receive Dirty Flag Org User Receive a warning if I Main 1 View a specific (v8+) widget within the
Warning for Widget attempt to leave the context of an in-progress assessment
Widget Details page
without saving my
changes
2 Amend any data on the page
3 Request to Cancel my edits
4

5 Confirm
6

5a 1 Cancel the cancel (!)

2
3
3a 1 Navigate to any other page by clicking a
link on the page (e.g. Contact Us)
2
3b 1 Navigate to any other page by explicitly
typing a URL
2

S103 Look & Feel - Forgotten General User Get help with forgotten Main 1 From the home page (not logged in),
User Details user details (org code, indicate that I have forgotten my user
user ID, password) details

4 Enter details and request a password

reminder
 5

9
10

11

12

13

14

5a 1 There is no matching active account for

the specified email address
2

5b 1 There are multiple matching active

accounts for the specified email address
 2

8a 1 Password reset not requested

2

S166 Widget Details Page General User See various Main 1 View the Widget Details page for a (v8+)
Enhancements enhancements as widget
suggested during Beta
Test Phase 1
2
3

10
11

12

13

14

15
16

17

18

19
20

21

22

23

24
25

26

27
 28

29

1a 1 View the Widget Details page for a (v8+)

widget within the context of an
assessment

2
3

6
 7

10

11

1b 1 View the Widget Details page for a (v8+)

widget within the context of an
assessment, as a ABC user or as a user
from another org

S183 Widget Details Page Organisation See "help" callouts on the Main 1 View the Widget Details page for a (v8+)
Callouts User widget details page widget within the context of an
assessment
 2

S167 Widget PDF General User See various Main 1 View the PDF version of a (v8+) widget
Enhancements enhancements as
suggested during Beta
Test Phase 1
 2

9
10

11

12
13

S168 View Widget PDF Variants General User Be able to select from Main 1 Request to print a (v8+) widget
three variants of the
widget PDF
 2

3 Select the "Full widget" option

4

3a 1 Select the "Guidance only" option

2

3b 1 Select the "Attainment levels/checklist

only" option
2

S169 Contact Us Page Mark 2 General User See various Main 1 View the "Contact Us" page
enhancements as
suggested during Beta
Test Phase 1
2

5
6

7
 8

10 Click Submit
11

12

S170 Registration Mark 2 General User See various Main 1 Request to register an account
enhancements as
suggested during Beta
Test Phase 1
2
3

6
7 Enter an org code for an org which
already has an administrator

8
9
10 Click "Next"
11

12
 13

6a 1 Enter an unknown org code and click

"Next"
2
3

6
6b 1 Enter org name keywords which won't
generate a unique match and click
"Next"
2

6c 1 Leave both fields blank and click "next"

2

S171 Home Page Mark 2 General User See various Main 1 View the home page (not logged in)
enhancements as
suggested during Beta
Test Phase 1
2
3
4
5

6 Log in
7

8
9
10
11
12

12

13

14

15
 16

17
18
19

20

21

S173 Assessment Summary Organisation See various Main 1 This story extends/alters S073
Mark 2 User enhancements as
suggested during Beta
Test Phase 1
2 Request to view a summary of my
current and previous assessments
3
4

10
11
12
13

14
15
16
17
18
19

20
21
22

23

24

25

26

27

28

29

30
 31

32

33

34

5a 1 I am using the simplified interface

2
3
4
7a 1 The system is already approved
2
3
4
28a 1 The assessment is "locked down"
2
3

2a 1 View thw assessment summary as an

XYZ ABC user
2
3
 4

S174 Greyed Out Submit Organisation See greyed out submit Main 1 Request to view my assessment
Buttons User buttons on the summary
Assessment Summary
page
2

3a 1

4
 3b 1

S175 Widgets List Mark 2 Organisation See various Main 1 Request to view the widgets list for my
User enhancements as own in-progress assessment
suggested during Beta
Test Phase 1
2
3

4
5

7
8

10

11

12

13
 14

15

15 Request to view a printable version of

the page
16

17

1a 1 Request to view the widgets list for my

own "confirmed" (i.e. Not in progress)
assessment

2
3

1b 1 Request to view the widgets list for

another organisation's assessment
(including XYZ ABC user)

2
3
1c 1 Request to view the widgets list for a
given org type (i.e. Not within the
context of an assessment)
 2

S172 Look and Feel Mark 3 General User Experience a yet further Main 1 View any page
enhanced look and feel
2

7
8

9
10

11

12

13

14

15
16

17

18
19

20

21
 22

23

24

S176 Auto Create Assessment Organisation Have the user auto create Main 1 Log in
User a new assessment for me
instead of having to
create it myself

2
 3

1a 1 Log in
2 Request to view my assessment
3

5 Request to delete the assessment

6
7

S085 View Quick Start Guide General User Get up to speed with Main 1 View the help page
using PQRT as quickly as
possible
2
3 Request to view the quick start guide
4
 5

1a 1 View the home page (not logged in)

2

3 Request to view the quick start guide

4

1b 1 Log in
2

3 Request to view the quick start guide

4

S181 Odds and Ends 3 General User See a range of random Main 1
and unrelated point
improvements across the
site

3
4

6
 9

10

11

14

16

17

18

S184 Add Improvement Action Organisation Be able to add Main 1 View an in-progress (v8+) widget within
Usability User improvement actions the context of an in-progress
more easily, with less assessment
reliance on pop-ups

2 Request to add an action against a given

attainment criterion
3
 4

2a 1 Request to edit an existing action

2

S185 Miscellaneous Defects Developer Left over defects not yet Main 1
fixed
2

10

11
12

13

14

15
16

17

18

19

20
21

22
23

25

26

27

28

29

30

31
32

33
34

35
36

37

38

39

40

41

42

43
44

46

47

48

49

50
52

53

54

55

57

58
59

63

64

65

66

67

71
 72

73

74

S177 New Org Type: Eyecare General User Be able to view widgets Main 1 View the widgets (not logged in)
and complete
assessments for eyecare
organisations
2

S187 Accessibility General User Be able to access the site Main 1 View any page
as a disabled user
S202 Odds and Ends 4 General User See a range of random 1
and unrelated point
improvements across the
site

9
 10

12

14

15

16

18
19

S189 Assessment Report - General User View graphs within my Main 1 Request to create an assessment report
Graphs Assessment Summary XL
file

4
5 Select break down by attainment level
 6
7 Select to include a pie chart
8 Request to generate the report
9
10

11

12

13

S206 Widget Number Prefix General User See the major version Main 1 View the widgets list for a v8+
number as a prefix to the assessment
widget number (v8+ only,
req list, req details and
PDFs only)
 2

3 View the widget details for one of the

widgets
4

5 View the printable version (having done

a re-publish)
6

7 View the various widget booklets

(having done a re-publish)

9 View the widgets XL download

10

11

1a 1 View the widgets list for a v7-

2 assessment

S190 View Help Topics General User View various help topics Main 1 View the help page
2
 3 Request to view the Improvement
Planning help topic
4

5
6

1a 1 Request to assign widget owners

2

3 Request to view the Improvement

Planning help topic
4

1b 1 Go to improvement plan report page

2

3 Request to view the Improvement

Planning help topic
4

1c 1 Go to improvement plan admin page

2

3 Request to view the Improvement

Planning help topic
4

1d 1 View the help page

2
 3 Request to view the help topic
4

5
6

1e 1 View widgets org type chooser page

2

3 Request to view the help topic

4

1f 1 View the "Create Organisation page" (as

an XYZ ABC user)
2

3 Request to view the help topic

4

1g 1 View the help page

2
3
4

5 Click any of the three links

6
7
 8

10

1h 1 View the quick start guide

2

1i 1 View any of the help topics

S207 Upload Evidence Last Organisation Be less confused when Main 1 From the widget details page, request
Chance Saloon User uploading evidence to specify evidence location
2
3
4
5 Select "Upload File"
6

0
 10 Select "intranet"
11

12

S208 Better Call-Outs on Organisation Experience better call-out Main 1 View the widget details page within the
Widget Details Page User help on the Widget context of a (v8+) assessment
Details page

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"
S209 Odds and Ends 5 General User See a range of random Main 2
and unrelated point
improvements across the
site

6
7

10

11

12

13
14

15

16

17

18

20
21

22

23

24

25

26

27
 28

29

30

31

32

33

34

35

36

40

S214 Odds and Ends 6 General User See a range of random Main 1
and unrelated point
improvements across the
site
 2

S210 Misc Defects 2 Developer Left over defects not yet Main 1
fixed

7
8

10

11

12

14

26

28
30

32

37

38
39

43

44

47

48
 50

51

52

53

S215 Misc Defects 3 Developer Left over defects not yet Main 1
fixed
2
3

10
11

12

13

14

15

16

17

18

19

20
21

22

23

24
 25

26

27

S212 User Friendly Error Page General User Receive a user friendly Main 1 Do something to cause a system error
error message when a
system error occurs,
including a reference
number to help ABC
diagnose the problem

4
 5

S178 New Org Type: Thingy HQ XYZ ABC User Set up Thingy HQ users Main 1 Request to create a new organisation
2
3 Create a Thingy HQ org, using the
correct ODS code as already specified in
ODS - format is "Pxxx"

4 Request to create a new user for the

5 org

6 Log in as the new user

7
 8 Request to view reports
9

S179 Import Thingy HQ Sys Admin Import relationships Main 1 Wait overnight
Relationships between pharmacies and
pharnacy HQs from TDB

S180 View Thingy Reports as Organisation Be able to view Main 1 Log in as a thingy HQ user
Thingy HQ User Performance Performance
Reports of Pharmacies as
a Thingy HQ

2 Request to view reports

3
4 Select this report
5

6 Select version
7 Request to view reports
8

S195 Assign Organisation Organisation Assign the "Organisation Main 1 Request to create a new user for my
Auditor Role Admin Auditor" role to users own organisation
within my organisation
 2

4 Give them this role

5 Create the user
6

2a 1 I am using the simplified interface

2
3 Create the user
4

1a 1 Request to create a new user for an

organisation (as an XYZ ABC user)
2

S196 Organisation Auditor Organisation Access existing functions Main 1 Request to view reports
Permissions Auditor as appropriate to my
status
2

3 Go to the Widgets List page

 4
5 Drill down to the Widget Details page
for an in-progress assessment

6
1a 1 Log on as an Information Mapping User
or Information Mapping Admin (but not
org admin)

2 Request to view reports

3

S197 Mark Assessment As Organisation Mark an assessment as Main 1 Go to the Assessments page
Audited Auditor audited
2

3
4 Request to edit audit details
5
6

7
8
9
10
11
12
13
14
 15 Mark the assessment as audited and
enter the audit data
16 Click "Save"
17
18

19
16a 1 Click Cancel

2
3

1a 1 Go to the assessments page (as a user

who does not have the Organisation
Auditor role)

4 Request to view audit details

5
6

7 Click Done
8

3a 1 An assessment hasn't been audited

2
S204 Tri State Tick Boxes on Organisation See "really" disabled tick Main 1 Story details TBC
Widget Details Page User boxes as greyed out but
see "auto tick by system"
tick boxes as not greyed
out

S213 Forgotten User Details General User Receive user details Main 1 Indicate that I have forgotten my user
Enhanced reminders for multiple details
accounts and with a more
secure password reset
solution

3
4

6 Enter my email address and click

"Remind Me"
 7

10
11
12
13
14

15
16

17 Click on the "reset password" link in th

email
18

19

20

21

22
23 Enter my password (including confirm)
24
25

26
18a 1 Password reset link timed out
 2

3
7a 1 There is no matching account
2
3

7b 1 There are multiple matching accounts

2

8 Click on the "reset password on all

accounts" link in the email
9

10

11

12

13
14 Enter my password (including confirm)
 15
16

17

S188 Validate Email Address General User Improve email validation Main 1 Request to register an account, and
within the registration work through registration steps 1 and 2
process by sending an
email to the user and
forcing them to
acknowledge it

5 At Registration Step 6, request to create

an PQR App account
6

8
9
10

11 Click the link in the email

12
 13

14

12a 1 An hour has passed since the email was

sent
2

3
4 Request to try again
5

S201 Publish Knowledge Base Sys Admin Be able to republish the Main 1 In Meerkat, request to publish widgets
Enhancements knowledge base without
wiping out links with
widgets

2
3

6
1a 1 Request to publish the knowledge base
2
 3

1b 1 Request to publish the widget PDFs

2

1c 1 Request to publish the widgets XLSs

2

S211 Enter Own Password in General User Enter my own password Main 1 Request to register an account, and
Registration during registration work through steps 1, 2 and 3
2
 3
4
5
6 Enter user details
7

10
11 Work through registration to the point
where I have validated my email
address
12
13
14

S193 View Number of XYZ ABC User See roughly how many Main 1 Request to view the list of bulk emails
Recipeients for Bulk users bulk emails will be
Emails sent to

4
S192 Approve Bulk Email XYZ ABC User Approve a bulk email to Main 1 View the bulk email list
be sent
2

3 Request to view a Draft bulk email

4

5
6 Make some changes to the email
7 Request to approve the email
8
9
10
11
12

13 View the email again

14
15
16 Wait overnight
17

18
16a 1 Request to unapprove the email
2

3
4
Then... (Acceptance Criterion) Prototyped Agreed Agreed TUG Agreed Dev Notes
PW/MG

The column headings indicate what happens Y 18/11/2009 25/11/2009 CMC

when the column content is clicked
Column 1 header is "Req No" (previously "Seq Y 18/11/2009 25/11/2009 CMC
No")
The widgets are grouped by initiative (with Y 23/11/2009 25/11/2009 CMC
initiative sub-headers and colour coding)
A new column "Key Req" indicates whether key Y 23/11/2009 25/11/2009 CMC CMC: Will need to have ALT text for
widget (including use of icons and/or colour) the Icon as well for accessibility
For each answered key widget, the Attainment Y 23/11/2009 25/11/2009 CMC CMC: Again also needs ALT text for
Level column includes a "status" indicator icon
showing whether or not Attainment Level 2
reached

The header panel is re-organised to list key data Y 16/11/2009 25/11/2009 CMC
down the RHS (widget no, initiative, whether
key widget, org type, widget version number)

The version number is of the format Y 30/11/2009 17/3/2010 CMC CMC: Needs investigation as to how
<major>.<minor> e.g. 8.0. Note that individual this will integrate with RATI tool
widgets in the same set can be at different
minor versions.
The HORUS categorisation is removed Y 16/11/2009 25/11/2009 CMC TBC knock-on effect on TDB. CMC Will
(this only applies for v8+ widgets - it is to be definitely have knock on effect on TDB
retained for v7- widgets) 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 Y 16/11/2009 25/11/2009 CMC

(this only applies for v8+ widgets - it is to be
retained for v7- widgets)

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

(this only applies for v8+ widgets - it is to be
retained for v7- widgets)

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

which initiative it belongs to (see PQRT v8
Colour Palette v1)

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

whether it is a key widget (see PQRT v8 Colour
Palette v1)

The widget description for the widget appears Y 18/11/2009 25/11/2009 CMC
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.
The guidance text is presented (correctly Y 18/11/2009 25/11/2009 CMC
formatted)

The guidance text has paragraph numbers (for Y 16/11/2009 25/11/2009 CMC
easy reference)

There is a list of all knowledge base resources Y 18/11/2009 25/11/2009 CMC

relevant to the widget
The title of section is "Knowledge Base Y 18/11/2009 25/11/2009 CMC
Resources"
The resources are grouped into "Key Y 18/11/2009 25/11/2009 CMC
Resources", "Exemplars" and "Useful Websites"
The resources are tabulated Y 18/11/2009 25/11/2009 CMC
Each resource title is a hyperlink through to the Y 18/11/2009 25/11/2009 CMC
resource (be it a document on our server or an
external URL)

When a hyperlink is clicked, the resoruce is Y 11/1/2010 N/A CMC

displayed in a new tab or window
For each resource there is a description of the Y 16/11/2009 25/11/2009 CMC
resource to help users determine the content of
the resource and whether it will be useful to
them
For each resource there is an indicator Y 30/11/2009 25/11/2009 CMC
indicating 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)..

For each internally located resource, the file Y 30/11/2009 25/11/2009 CMC CMC: Possible security access
type and size is displayed 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)

There is a section containing the widget origins Y 16/11/2009 25/11/2009 CMC

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

The widget origins section is empty i.e. this case N 12/1/2010 N/A CMC CMC:This looks pretty odd if the
is treated as a bullet list with zero items in it (on situation of 0 orgins does arise
the basis that it is not expected to arise)

There is a section containing a list of material Y 7/12/2009 17/3/2010 CMC

changes to the current (major) version of the
widget

The section is a bullet list of free format text Y 7/12/2009 17/3/2010 CMC
items

The "changes" section states that there are no N 7/12/2009 17/3/2010 CMC
material changes in this version of the widget

The training tool text is displayed (after the Y 30/11/2009 17/3/2010 CMC
knowledge base resources)
The training tool text is *not* displayed (after N 30/11/2009 17/3/2010
the knowledge base resources)

The widget-specific training tool text is Y 7/12/2009 17/3/2010 CMC

displayed as a paragraph immediately prior to
the training tool link.

The Attainment Levels section is called Y 18/11/2009 25/11/2009 CMC

"Attainment Levels"
The Attainment Levels section is the last section Y 18/11/2009 25/11/2009 CMC
(so that the user is encouraged to view all the
guidance materials first)
The attainment levels 0-3 are displayed along Y 5/2/2010 N/A CMC
with the summary description for each.
For each attainment level, its "child" attainment 5/2/2010 N/A CMC
criteria are dispayed with their individual IDs
(1a, 1b, 1c etc.)

The attainment level criteria are based on the Y 16/11/2009 25/11/2009 CMC CMC:Should be able to keep existing
current improvement plan items - expressed as AttainmentItemPlanTask data
an outcome instead of an action e.g. structure
"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 Y 16/11/2009 25/11/2009 CMC
(edit, add or remove)
Attainment Level 0 has standard text: Y 18/11/2009 25/11/2009 CMC
"Insufficient evidence to attain Level 1"

The screen layout is such that it is clear that the Y 18/11/2009 25/11/2009 CMC CMC:Will need to be enforced through
criteria are cumulative (i.e. To get attainment validation i.e. can't click a criteria
level 2 you need to achieve all attainment level unless all previous criteria also clicked
1 and 2 criteria) 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)

Level 3 can include "maintenance" criteria Y 30/11/2009 25/11/2009 CMC

(note: these are criteria which only need to be
achieved if the organisation was at level 3 in the
previous year)
The maintenance criteria are explicitly identified Y 30/11/2009 25/11/2009 CMC
as being maintenance criteria
The maintenance criteria do not have criteria Ids Y 8/2/2010 N/A CMC
The maintenance criteria are displayed *after* Y 8/2/2010 N/A CMC
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)

"Not Relevant" is included as a valid Attainment Y 30/11/2009 25/11/2009 CMC

Level
There is some widget-specific text to explain Y 30/11/2009 25/11/2009 CMC
what "not relevant" means.

"Not Relevant" is *not* included as a valid N 30/11/2009 25/11/2009 CMC

Attainment Level

Each attainment criterion has zero or more Y 16/11/2009 25/11/2009 RJM

"standard" evidence types associated with it.
All standard evidence types are mandatory Y 30/11/2009 25/11/2009 RJM
(optional evidence types were considered but
rejected) - although see story S081 re. evidence
type strengths

All "top-level" sections are expanded by default Y 18/11/2009 25/11/2009 CMC

There are options to individually collapse each Y 18/11/2009 25/11/2009 CMC
top-level section
There is an option to collapse all top-level Y 30/11/2009 25/11/2009 CMC
sections at once
There is an option to expand all top-level Y 30/11/2009 25/11/2009 CMC
sections at once
All "attainment criterion details" sections are Y 18/11/2009 25/11/2009 CMC
collapsed by default
There are options to individually expand the Y 18/11/2009 25/11/2009 CMC
each attainment criterion details section
The collapse button for each attainment Y 30/11/2009 N/A CMC
criterion details section is to the LHS of the
attainment criterion's "Achieved" tick box

The section is collapsed Y 18/11/2009 25/11/2009 CMC

There is an option to expand the section, which Y 18/11/2009 25/11/2009 CMC

has replaced the option to collapse the section

The section is expanded Y 18/11/2009 25/11/2009 CMC

There is an option to collapse the section, which Y 18/11/2009 25/11/2009 CMC
has replaced the option to expand the section

All top-level sections are collapsed Y 30/11/2009 25/11/2009 CMC

There are options to individually expand each Y 30/11/2009 25/11/2009 CMC
section, which have replaced the options to
collapse each section

All top-level sections are expanded Y 30/11/2009 25/11/2009 CMC

There are options to individually collapse each Y 30/11/2009 25/11/2009 CMC
section, which have replaced the options to
collapse each section
The section is expanded Y 18/11/2009 25/11/2009 CMC

There is an option to collapse the section, which Y 18/11/2009 25/11/2009 CMC

has replaced the option to expand the section

The section is collapsed Y 18/11/2009 25/11/2009 CMC

There is an option to expand the section, which Y 18/11/2009 25/11/2009 CMC
has replaced the option to collapse the section

CMC: Only for Next/Prev buttons if go

back via breadcrumb to the widgets
list then panel states are reset to
default
The top-level section that was collapsed for the N 18/11/2009 25/11/2009 CMC
previous widget is collapsed for the new widget

The attainment criterion details section that was N 18/11/2009 25/11/2009 CMC
expanded for the previous widget is *not*
expanded for the new widget
The system validates that "not relevant" is a N 23/11/2009 25/11/2009
valid response
There is an option to indicate that the widget is Y 23/11/2009 25/11/2009
not relevant to my organisation

The not relevant status is persisted against the Y 23/11/2009 25/11/2009 CMC
widget
The system does *not* require me to provide Y 21/12/2009 17/3/2010 CMC
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).

There is *not* an option to indicate that the Y 23/11/2009 25/11/2009

widget is not relevant to my organisation

There is a data field for entry/amendment of Y 16/11/2009 25/11/2009 Visible to healthcare commission?
comments against each attainment criterion
(free form text)

The comments are persisted against the Y 16/11/2009 25/11/2009

appropriate attainment criterion (TBC link to
logical Data Model?)

The comments are displayed and are editable Y 16/11/2009 25/11/2009

The (updated) comments are persisted against N/A 16/11/2009 25/11/2009
the appropriate attainment criterion

There is an option to add a "custom" evidence Y 16/11/2009 25/11/2009 RJM

type against a specific attainment criterion
The custom evidence type is persisted against Y 16/11/2009 25/11/2009 RJM
the appropriate attainment criterion for the
assessment

The existing custom evidence type is displayed Y 16/11/2009 25/11/2009 RJM

(below standard evidence types)
There is an indicator to show that it is a custom Y 5/2/2010 N/A RJM
(not standard) evidence type
There is an option to add a second "custom" N 16/11/2009 25/11/2009 RJM
evidence type against a specific attainment
criterion (any number of custom evidence types
can be added)

The second custom evidence type is persisted N/A 16/11/2009 25/11/2009 RJM
against the appropriate attainment criterion

There is an option to edit the name of the Y 16/11/2009 25/11/2009 RJM

custom evidence type
The updated custom evidence type name is Y 16/11/2009 25/11/2009 RJM
persisted against the appropriate attainment
criterion

There is an option to remove the custom Y 23/11/2009 25/11/2009 RJM

evidence type

The custom evidence type and all associated Y 23/11/2009 25/11/2009 RJM
information is removed from the persistent
store.

There is an option to mark each evidence type Y 16/11/2009 25/11/2009 RJM

as "obtained"

The fact that the evidence type has been Y 16/11/2009 25/11/2009 RJM
obtained is persisted
There is an option to enter comments against N 16/11/2009 25/11/2009 RJM
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

The comments are persisted against the N 16/11/2009 25/11/2009 RJM

evidence type

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

(perhaps via a pop-up)

The updated comments are persisted against N 16/11/2009 25/11/2009 RJM

the evidence type

There is an option to specify the evidence Y 18/11/2009 25/11/2009 RJM complete

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)
The system highlights the fact that evidence has Y 30/11/2009 25/11/2009 RJM complete
been obtained but the evidence location type
has not been specified

The system no longer highlights the fact that Y 30/11/2009 25/11/2009 RJM complete
evidence has been obtained but the evidence
location type has not been specified

The system presents an option to specify the Y 30/11/2009 25/11/2009 RJM complete
evidence location details (free form text,
multiple lines)

The system highlights the fact that the user has Y 18/11/2009 25/11/2009 RJM complete
not yet specified evidence location details

The system no longer highlights the fact that the Y 18/11/2009 25/11/2009 RJM complete
user has not yet specified evidence location
details

The evidence location and details are persisted N/A 30/11/2009 25/11/2009 RJM complete

Proceed as per main flow but ignore steps 3 and Y 20/4/2010 25/11/2009 RJM complete
5
Proceed as per main flow (the user specifies the Y 4/3/2010 25/11/2009 RJM complete
full path and filename as the evidence details)

Proceed as per main flow (the user specifies the Y 4/3/2010 25/11/2009 RJM complete
relevant URL as the evidence details)

Proceed as per main flow (the user specifies the Y 4/3/2010 25/11/2009 RJM complete
relevant URL as the evidence details)
For each evidence type, there is an option to Y N/A N/A RJM
specify the evidence location (icon launching
pop-up)

The system displays the Evidence Location pop- Y N/A N/A RJM
up
There is an option to specify the evidence Y N/A N/A RJM
location type (drop down as per S028)

The system displays the evidence location Y N/A N/A RJM

details appropriate to the evidence location
type (dynamically, within the same pup-up) as
specified in S028

The evidence location type is updated in the N N/A N/A RJM

evidence table

The evidence location type and details are N N/A N/A RJM
persisted
The system presents an option to upload the Y 4/3/2010 17/3/2010 RJM
evidence file

The system makes it clear that the file will be Y 6/4/2010 RJM
uploaded to the DH server and provides details
of who will be able to access it.

The system highlights the fact that the user has Y 4/3/2010 RJM
not yet uploaded the evidence file

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

The system persists the date and time of upload N 4/3/2010 17/3/2010 RJM
and the current user along with the uploaded
file
The system displays the uploaded file name Y 4/3/2010 17/3/2010 RJM
The system displays the date and time of upload Y 4/3/2010 17/3/2010 RJM
and the user name and user ID of the user who
uploaded it.

The system no longer highlights the fact that the N 4/3/2010 RJM
user has not yet uploaded the evidence file
The system persists my changes including the N 4/3/2010 17/3/2010 RJM
reference to the uploaded file

The system asks me to confirm N 4/3/2010 17/3/2010 RJM

The system indicates that the uploaded file has N 4/3/2010 17/3/2010 RJM
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)

The system re-presents the option to upload an N 4/3/2010 17/3/2010 RJM

evidence file

The system persists my changes including N 4/3/2010 17/3/2010 RJM

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)

The system re-displays the same uploaded file N 4/3/2010 RJM

as before

The system persists my changes including N 4/3/2010 RJM

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)
System displays error message N 4/3/2010 RJM

System displays error message N 4/3/2010 RJM

There is an option to view the evidence file Y 4/3/2010 25/11/2009 RJM

The system opens the specified file in a new N 4/3/2010 25/11/2009 RJM Cant view 'duplicate' type as this story
browser window (tech note: different file types hasn't been defined & implemented.
have different behaviour re. opening a new Viewing a local file within the browser
window e.g. for a PDF you have to explicitly will not be possible as it breaches the
launch a new window whereas for Word/Excel browser security.
you don't) TH 07/04: de-scoped "view duplicate
evidence" from this story

The system presents an option to specify the Y 23/11/2009 25/11/2009

evidence location details. This is a list of all
evidence types across all other widgets (for the
current assessment), including custom evidence.
For each evidence type in the list, the following Y 25/11/2009
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)"

The system highlights the fact that the user has Y 23/11/2009 25/11/2009
not yet specified evidence location details

The system no longer highlights the fact that the N 23/11/2009 25/11/2009
user has not yet specified evidence location
details. This happens even if the referenced
evidence is not fully specified

The evidence location and details are persisted Y 23/11/2009 25/11/2009

There is an option to view the referenced Y 4/3/2010 25/11/2009 Withdrawn

evidence
The system validates that the referenced N Withdrawn Withdrawn Withdrawn
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

The system opens the specified file in a new N 4/3/2010 25/11/2009 Withdrawn
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)

The system displays an appropriate error Withdrawn Withdrawn Withdrawn

message

There is an option to remove the custom Y Withdrawn Withdrawn Withdrawn

evidence type

The system validates that the evidence type N Withdrawn Withdrawn Withdrawn
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)
The system informs me that I cannot remove N Withdrawn Withdrawn Withdrawn
this evidence type because it is referenced.
The system lists all the references to this N Withdrawn Withdrawn Withdrawn
evidence type in the format "R<req
no>/<criteria ID or "maint">:<evidenve type
desc>"
The system includes an option to select an N 22/4/2010 RJM
existing uploaded file

The list of existing uploaded files includes all N 22/4/2010 RJM

files uploaded against the current assessment
(this might change in future to include previous
assessments too)

The list is in alphabetical order N 22/4/2010 RJM

The default value is unselected ("[Select]") N 22/4/2010 RJM
The system indicates that I have not yet either N RJM
selected an uploaded file or uploaded a new file

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

The system displays the other widgets that the N 22/4/2010 RJM
file is also linked to

The system no longer indicates that I have not RJM

either selected an uploaded file or uploaded a
new file

The system enables an option to view the N 22/4/2010 RJM

selected file

The system displays the file in a new window N 22/4/2010 RJM

If the currently selected file is linked to any N 22/4/2010 RJM

other 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)
The system replaces or adds the file accordingly N 22/4/2010 RJM
(details as per S030)
The system uploads the file as per S030 N 22/4/2010 RJM

The system adds the new file to the list of N 22/4/2010 RJM
uploaded files and shows it as the selected file
Rejoin main flow at step 9 N 22/4/2010 RJM

nili nili: addition of flag for each

organisation type specifying whether
evidence is 'overall mandatory'.
The system has persisted my changes N/A 23/11/2009 25/11/2009 nili
Note: the initial configuration for PQRT v8 is that N/A 18/11/2009 25/11/2009 nili
evidence provision is mandatory for large XYZ
trusts i.e. Acute, AMT, MHT, GHJ and EFG

There is an option to indicate that each N 18/11/2009 25/11/2009

attainment criterion is achieved

The system does not mark the attainment N 18/11/2009 25/11/2009

criterion as achieved
The system notifies me that I must first N 18/11/2009 25/11/2009
complete the details for the attainment criterion

The system automatically marks the attainment N 18/11/2009 25/11/2009

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

The system automatically marks the attainment N 18/11/2009 25/11/2009

criterion as not achieved

The system persists the fact that the attainment N 18/11/2009 25/11/2009
criterion is not achieved.

The "achieved" flag is not editable and remains N 18/11/2009 25/11/2009

set to "achieved"

There is an option to indicate that each Y 30/11/2009 25/11/2009

attainment criterion is achieved (flag name
"Achieved")

The system marks the attainment criterion as Y 30/11/2009 25/11/2009

achieved
The system encourages me to add details for the Y 12/1/2010 17/3/2010
attainment criterion by expanding the
attainment criterion details section

The system makes it clear that adding the Y 12/1/2010 17/3/2010

details for the attainment criterion is optional
but recommended

The system persists the fact that the attainment Y 30/11/2009 25/11/2009
criterion is achieved.
There is an option to explicitly indicate Y 30/11/2009 25/11/2009 CMC
Attainment Level 0 for the widgets (this allows
the system to distinguish this state from a "not
answered" state)

The system persists the fact that I have explicitly Y 30/11/2009 25/11/2009 CMC
indicated Attainment Level 0
Note: even when I have explicitly indicated Y 30/11/2009 25/11/2009 CMC
Attainment Level 0, the system might ignore me
- see "Determine Current Attainment Level 0"

The "date last modified" for the attainment Y 23/11/2009 25/11/2009

criterion is blank
The "date last modified" for the attainment Y 18/11/2009 25/11/2009
criterion is read only

The "date last modified" for the attainment Y 23/11/2009 25/11/2009

criterion is displayed as the date and time that
the system saved the changes

The "Date last modified" remains unchanged Y 23/11/2009 25/11/2009

The system displays my current attainment level Y 23/11/2009 25/11/2009 RJM
as "NR"
The current attainment level (along with past Y 10/12/2009 RJM
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)

The system displays my current attainment level Y 18/11/2009 25/11/2009 RJM

as "3"
The system displays my current attainment level N 30/11/2009 25/11/2009 RJM
as "3"

The system displays my current attainment level Y 18/11/2009 25/11/2009 RJM

as "2"

The system displays my current attainment level Y 18/11/2009 25/11/2009 RJM

as "1"

The system displays my current attainment level Y 30/11/2009 25/11/2009 RJM

as "0"
The system displays my current attainment level Y 30/11/2009 25/11/2009 RJM
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.

The system displays my current attainment level N 30/11/2009 25/11/2009 RJM

as undetermined

The system displayes the widget status as "Not Y 30/11/2009 25/11/2009

Started" (previously "Not Answered")

The system displayes the widget status as "In Y 30/11/2009 25/11/2009

Progress" (previously "Answered")
Note: other statuses remain as-is (no change) Y 30/11/2009 25/11/2009
There is an option for me to mark the Y 23/11/2009 25/11/2009
organisation as being exempt from the widget

Note: the exemption only applies to the current N/A 18/11/2009 17/3/2010
assessment and not to future assessments

The current attainment level changes to EX Y 23/11/2009 25/11/2009

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

The system persists my changes (including the Y 23/11/2009 25/11/2009

current attainment level)
The system also persists who granted the Y 23/11/2009 25/11/2009
exemption and when

The system displays the fact that the widget is Y N/A N/A
exempt, who exempted it, when and comments
There is an option to unexempt the widget Y N/A N/A
There is an option to amend the notes Y N/A N/A

The system persists the changed notes but does N N/A N/A
not change the person or date of exemption
The system persists the unexemption and clears N N/A N/A
out the person, date and comments

The system persists the exemption along with N N/A N/A

the person, date and comments

There is *not* an option for me to mark the N 30/11/2009 25/11/2009

organisation as being exempt from the widget

The system indicates that my organisation has Y 30/11/2009 25/11/2009 RJM

been granted an exemption for this widget
I cannot override the exemption Y 30/11/2009 25/11/2009 RJM
The system shows the exemption details: notes, Y 30/11/2009 25/11/2009 RJM
date and who granted it
It is clear that the exemption applies to the Y 30/11/2009 17/3/2010 RJM
current assessment only and not to any future
assessments

My attainment level is shown as "EX" N 30/11/2009 17/3/2010 RJM

There is an option for me to mark the Y 23/11/2009 25/11/2009
organisation as being exempt from each
individual attainment criterion

Note: the exemption only applies to the current N/A 18/11/2009 17/3/2010
assessment and not to future assessments

There is an option for me to add free-form notes Y 23/11/2009 25/11/2009

to explain the exemption

The system persists my changes Y 23/11/2009 25/11/2009

The system also persists who granted the Y 23/11/2009 25/11/2009
exemption and when

There is an option for me to mark the Y 23/11/2009 25/11/2009

organisation *type* as being exempt from each
individual attainment criterion.

Note: the exemption only applies to the current N/A 18/11/2009 17/3/2010
version of the widgets and not to future
versions
There is an option for me to add free-form notes Y 23/11/2009 25/11/2009
to explain the exemption (these notes are
distinct from the notes provided against my
specific organisation)

The system persists my changes Y 23/11/2009 25/11/2009

The system also persists who granted the Y 23/11/2009 25/11/2009
exemption and when (this data is distinct from
data for any exemption provided against my
specific organisation)

There is *not* an option for me to mark the N 21/12/2009 N/A

organisation *type* as being exempt from each
individual attainment criterion.

The system indicates that my organisation has Y 23/11/2009 25/11/2009

been granted an exemption for the specific
attainment criterion

I cannot override the exemption Y 23/11/2009 25/11/2009

The system shows the exemption details: notes, Y 30/11/2009 25/11/2009
date and who granted it
It is clear that the exemption applies to the Y 30/11/2009 17/3/2010
current assessment only and not to any future
assessments
The system indicates that my organisation has Y 23/11/2009 25/11/2009
been granted an exemption for the specific
attainment criterion

I cannot override the exemption Y 23/11/2009 25/11/2009

The system shows the exemption details: notes, Y 30/11/2009 25/11/2009
date and who granted it
It is clear that the exemption applies to the Y 30/11/2009 17/3/2010
current assessment only and not to any future
assessments

The system shows the exemption details for my Y 12/1/2010

organisation: notes, date and who granted it
The system does *not* show the exemption Y 12/1/2010 N/A
details for my organisation *type*

The system displays my current attainment level Y 30/11/2009 25/11/2009

as "EX"
XYZ ABC is able to mark a specific standard TBC Withdrawn 25/11/2009
evidence item as exempt for a specific
organisation. The system captures who marked
the exemption, when, and their comments.

TBC do we need this? TBC Withdrawn 25/11/2009

TBC TBC Withdrawn 25/11/2009

The system saves my changes Y 23/11/2009 25/11/2009 RJM

The system saves my changes Y 30/11/2009 25/11/2009 RJM

The system saves my changes Y 30/11/2009 25/11/2009 RJM

The system saves my changes Y 30/11/2009 25/11/2009 RJM

The system returns me to the widgets list Y 30/11/2009 25/11/2009 RJM

The system does not save my changes Y 21/12/2009 17/3/2010 RJM

The system returns me to the widgets list Y 21/12/2009 17/3/2010 RJM

There is an option to request to jump to another TBC 25/11/2009

widget

The system saves my changes TBC 25/11/2009

The system displays the specified widget TBC 25/11/2009

nili

There is a (single) option to print or download Y 18/11/2009 25/11/2009 nili

the widget

The system opens up the Y 18/11/2009 25/11/2009 nili

printable/downloadable version of the widget in
a new browser window
The printable version is in PDF format - it is Y 18/11/2009 25/11/2009 nili
designed for viewing offline or printing out, and
not for filling in.

Options to save or print the widget are available Y 21/12/2009 nili

(standard Acrobat Reader functions so no need
to actually test them)

The PDF document is a static placeholder N N/A N/A nili

document - this will change once S065 and/or
S082 are delivered
There is an option to download widgets in bulk Y 18/11/2009 25/11/2009 nili

The widget downloads page is displayed Y 18/11/2009 25/11/2009 nili

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

Widgets documents are available for download Y 18/11/2009 25/11/2009 nili

in the following groupings:
1) Booklet: all widgets as a single doc
2) Individual widgets: widgets as individual docs,
zipped together

There is a warning that the booklet is a large file Y 18/11/2009 25/11/2009 nili
(because it is > 250MB)
The system tells advises me how to view and N/A nili
download the files (right click/Save Target As...)

The booklet is in PDF format Y 12/1/2010 N/A nili

The PDF document is a static placeholder N N/A N/A nili

document - this will change once S065 and/or
S082 are delivered

The download is a ZIP file Y 12/1/2010 N/A nili

The ZIP file is a static placeholder file N N/A N/A nili

There is an option to download widgets in bulk Y 18/11/2009 N/A nili

The widget downloads page is displayed Y 18/11/2009 N/A nili

Downloads are only available for my own org Y 18/11/2009 25/11/2009 nili
type
There is an option to download widgets in bulk N 18/11/2009 N/A nili

The widget downloads page is displayed N 18/11/2009 N/A nili

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

The widget downloads page is displayed Y 18/11/2009 N/A nili

There is an option to select the org type (all Y 22/2/2010 N/A nili
"assessable" org types in the list, alphabetical,
default Acute Trust)
The downloads for the (default) selected org Y 22/2/2010 N/A nili
type are displayed

The downloads for the newly selected org type N 22/2/2010 N/A nili
are displayed

There is *not* an option to download widgets in N 12/1/2010 N/A nili

bulk
There is *not* an option to download widgets in N 12/1/2010 N/A nili
bulk

There is *not* an option to download widgets in N 12/1/2010 N/A nili

bulk

The widget downloads page is displayed N 12/1/2010 17/3/2010 nili

Widgets documents are available for download N 12/1/2010 17/3/2010 nili
in the following groupings (additional to S050):
1) Per-Initiative booklets: all widgets from a
given initiative in a single booklet

The booklet is in PDF format Y 12/1/2010 17/3/2010 nili

The content of the PDF document is "Widget N N/A N/A nili
Document Placeholder" - this will change once
S065 and/or S082 are delivered

There is an option to download the widgets as a Y 25/2/2010 17/3/2010 nili

spreadsheet for my org type

The file is an MS Excel workbook (XLS format i.e. Y 25/2/2010 nili

compatible with Excel 97-2003)

The spreadsheet is a static placeholder N N/A N/A nili

document - this will change once S106 is
delivered.

Show all widgets and all details (readonly) TBC

Include links for evidence
Doesn't need to be printable

Ability to add review comments (at what level?) TBC

Also for use by auditor TBC
Remove general comments from widgets list TBC

The system displays the "Bulk Email List" screen Y 21/12/2009 N/A Des
There is an option to create a new bulk email Y 21/12/2009 N/A Des

The system displays the "Bulk Email Details" Y 21/12/2009 N/A Des
screen
The system tells me that the email will be sent Y 21/12/2009 N/A Des
overnight
The system requests me to specify details for Y 21/12/2009 N/A Des
the email, as follows:
Organisation type(s) to send the email to Y 21/12/2009 N/A Des
(multiple selection, default none selected)
Role(s) to send the email to (multiple selection, Y 21/12/2009 N/A Des
default none selected)
Assessment status of organisations to send the Y 21/12/2009 N/A Des
email to (multiple selection, default none
selected)
Subject line of the email (default blank) Y 21/12/2009 N/A Des
Body text of the email (rich text, default blank) Y 21/12/2009 N/A Des CMC: Need for rich text/HTML editor
Date to send the email (default today) Y 21/12/2009 N/A Des

The system validates that:

I have selected at least one organisation type N/A 21/12/2009 N/A Des
I have selected at least one role N/A 21/12/2009 N/A Des
I have selected at least one assessment status N/A 21/12/2009 N/A Des
I have specified a subject line N/A 21/12/2009 N/A Des
I have specified some body text N/A 21/12/2009 N/A Des
I have specified a date to send the email it is N/A 21/12/2009 N/A Des
either today (but only if the current time is
before 6pm) or a date in the future

The system creates (persists) a "pending" email Y 21/12/2009 N/A Des

with all the details I have specified
The system returns to the "Bulk email List" Y 21/12/2009 N/A Des
screen
The system informs me that it has created a Y 21/12/2009 N/A Des
new bulk email which is "pending"

The system reminds me the date that the email Y 21/12/2009 N/A Des
will be sent
The system reminds me that I can amend or Y 21/12/2009 N/A Des
delete the email up to 6pm on the date it will be
sent

The system highlights the failed validation N 21/12/2009 N/A Des

criteria

The system returns to the "Bulk email List" N 21/12/2009 N/A Des
screen

The screen displays the "Bulk Email Details" Y 21/12/2009 N/A Des
screen
The system provides an option to specify Y 21/12/2009 N/A Des
attachments

The system validates that the file is not too large N 4/3/2010 N/A Des
(configurable but default 1MB)
The system displays the name(s) of the file(s) Y 21/12/2009 N/A Des CMC: Presumably this process uploads
specified 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

The system persists the files along with the N/A 21/12/2009 N/A Des
pending email
The system displays an appropriate error N 4/3/2010 N/A Des
message

The system no longer displays the name of the N 21/12/2009 N/A Des
removed attachment

The system opens the specified file in a new N 21/12/2009 N/A Des
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)

CMC: SQL Agent job? If so need files

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

Validate that the system was *not* in bulk email N/A N/A N/A
test mode (configurable)
The system has sent the bulk email to all N/A 21/12/2009 N/A CMC CMC: Individual recipients or en-masse
specified recipients 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 N/A 21/12/2009 N/A CMC
with locked accounts
The email "from" address is a "do not reply" N/A 21/12/2009 N/A CMC
address

The e-mail (when received) does not contain the N/A 26/4/2010 N/A CMC
e-mail addresses of any other recipients.
The subject line is as specified N/A 21/12/2009 N/A CMC
The body text is as specified (with rich text N/A 21/12/2009 N/A CMC CMC: Needs to be sent HTML mail
formatting) then
The attachments are as specified N/A 21/12/2009 N/A CMC
The email is marked as "sent" N/A 21/12/2009 N/A CMC CMC: What happens if not sent
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

The system has sent the bulk email to a single N/A N/A N/A
(configurable) test account (default value
[email protected])

The email includes an attachment or appendix N/A N/A N/A

which is a list of the recipients that it would
have sent it to if not in test mode
Rejoin main flow at step 3 (but use the N/A N/A N/A
attachment/appendix to determine the
intended recipients)

Des

The system displays a list of all bulk emails, Y 21/12/2009 N/A Des
pending and sent

The list is in reverse chronological order Y 21/12/2009 N/A Des

For each email the system tells me the subject Y 21/12/2009 N/A Des
line
For each email the system tells me the "send Y 21/12/2009 N/A Des
date" (the date it was sent or is due to be sent)
For each email the system tells me the status Y 21/12/2009 N/A Des
(Sent or Pending)
Des
The system displays a message to indicate that N N/A N/A Des
there are no bulk emails

Des

For each pending email there is an option to edit Y 21/12/2009 N/A Des
the email
Des
The system displays the "Bulk Email Details" Y 21/12/2009 N/A Des
screen
All details of the email are populated N 21/12/2009 N/A Des
All details of the email are editable Y 21/12/2009 N/A Des
Des
Des
The system performs the same validations as N 21/12/2009 N/A Des
per S056 (Create Bulk Email)
The system updates (persists) the "pending" N 21/12/2009 N/A Des
email with all the details I have specified
The system returns to the "Bulk Email List" N 21/12/2009 N/A Des
screen Des
The system highlights the failed validation N 21/12/2009 N/A Des
criteria Des
Des
The system returns to the "Bulk Email List" N 21/12/2009 N/A Des
screen
Des
For each pending email there is an option to Y 21/12/2009 N/A Des
delete the email
Des
The system asks me to confirm N 21/12/2009 N/A Des

Des
Des
The system deletes the email N 21/12/2009 N/A Des
The system re-displayes the "Bulk Email List" N 21/12/2009 N/A Des
screen
The deleted email has been removed from the N 21/12/2009 N/A Des
list Des
The system displays the "Bulk Email Details" Y 21/12/2009 N/A Des
screen
There is an option to delete the email N 21/12/2009 N/A Des
Des
Rejoin main flow at step 4 N 21/12/2009 N/A Des

Des
For each sent email there is an option to view Y 21/12/2009 N/A Des
the email
Des
The system displays the "Bulk Email Details" N 21/12/2009 N/A Des
screen
All details of the email are populated N 21/12/2009 N/A Des
All details of the email are *not* editable N 21/12/2009 N/A Des

There is *not* an option to save the email N 21/12/2009 N/A Des

Des

Look & feel is as per prototype page Y N/A Des

"bulk_email_list.html"

Des
Look & feel is as per prototype page Y N/A Des
"bulk_email_details.html"
 TBC 21/12/2009 N/A Needs technical investigation into how
it can be achieved

CMC: Note glossary terms marked by

<g></g>. Within these tags will either
have the term or acronym.

The phrase is highlighted so that it looks similar Y 12/1/2010 17/3/2010 CMC CMC:Could use dotted underline if
to but distinct from a normal hyperlink (e.g. possible
Underlined but in a different colour)

The mouse cursor changes to a "hand" shape as Y 12/1/2010 17/3/2010 CMC

it would for a hyperlink
The "explanation" of the phrase appears in a Y 12/1/2010 17/3/2010 CMC
float-over window (like a "tooltip")
The explanation appears immediately (no delay) N 12/1/2010 17/3/2010 CMC
The explanation remains indefinitely whilst the N 12/1/2010 17/3/2010 CMC
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)
The explanation consists of data from the N 12/1/2010 17/3/2010 RJM
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.

The format of the explanation is "term Y 12/1/2010 17/3/2010 CMC CMC:Will always have term but
(acronym): definition" (but see below for acronym and defintion are optional
qualifiers and exceptions)

The term is capitalised as per a title e.g. "Code Y 26/4/2010 17/3/2010 CMC
of Conduct"

If the acronym is not specified then it is omitted Y 12/1/2010 17/3/2010 RJM

along with its surrounding parentheses and
leading space.

If the definition is not specified then it is omitted Y 12/1/2010 17/3/2010 RJM

along with the leading colon.

The explanation appears again. Y 12/1/2010 17/3/2010 CMC

The system displays the entire glossary in a Y 12/1/2010 17/3/2010 CMC

separate (non-modal) tab/window (ref. S064
View Glossary), scrolled down to the selected
term.
Rejoin main flow at step 2 Y 21/1/2010 17/3/2010 RJM

The term is highlighted in some way so as to Y 12/1/2010 CMC

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

There is an option to view the glossary (on the Y 12/1/2010 17/3/2010

nav bar)

The system displays the glossary in a separate Y 21/12/2009 17/3/2010

(non-modal) tab/window
The glossary lists all glossary terms Y 21/12/2009 17/3/2010
The terms are in alphabetical order (case Y 21/12/2009 17/3/2010
insensitive) - using the full term, not the
acronym

For each term, the acronym is displayed if Y 21/12/2009 17/3/2010

applicable
For each term, the definition is displayed if Y 21/12/2009 17/3/2010
applicable (might not be applicable if the term is
in the glossary purely to expand an
abbreviation)
There is a (single) option to print or download Y 12/1/2010 17/3/2010 RJM
the glossary

The system opens up the Y 12/1/2010 17/3/2010 RJM

printable/downloadable version of the glossary
in a new browser window
The printable version is in PDF format. Y 12/1/2010 17/3/2010 RJM
Options to save or print the glossary are Y 12/1/2010 17/3/2010 RJM
availavle (standard Acrobat Reader functions so
no need to actually test them).

The content of the glossary is as per the online Y 12/1/2010 17/3/2010 RJM
version
Page footer includes page number (central) Y 12/1/2010 RJM

The glossary is *not* version controlled N/A 12/1/2010 CMC

Des

Des

PQRT staging tables populated with KB data N/A N/A N/A Des
from RAT (identical format)

The system validates that all "internal" KB N/A N/A N/A Des
resources exist on the PQRT web server(s)
The system updates its KB tables to match the N/A N/A N/A Des
data in the staging tables

Note that the "weblink" field is in MS Access N/A N/A N/A

weblink format - to get the "raw" URL, take the
string between the first and second "#" symbol

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

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

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

The system determines the file type (extension) N/A N/A N/A Des
and size for each "internal" resource file and
records this in the DB

Des

Correct (new) version of the KB is displayed (as N/A N/A N/A Des
per existing KB functionality)
Des
Resource is correctly displayed (as per existing N/A N/A N/A Des
KB functionality)
Des

System displays error including list of missing N/A N/A N/A Des
resources
Abandon the function N/A N/A N/A Des

The system populates PQRT staging tables with N/A N/A N/A thma1
widget data form RAT (identical format)

PQRT looks at the version info in its own N/A N/A N/A thma1
database to determine the major version
number for the "current" widget set

PQRT determines and displays the widgets that N/A N/A N/A thma1
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)
PQRT determines and displays the widgets that N/A N/A N/A thma1
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)
PQRT determines and displays the widgets that N/A N/A N/A thma1
(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.

If there are any widgets to be added, uplifted or N/A N/A N/A thma1
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".

PQRT runs the "knowledge base publish" N/A N/A N/A thma1
function first (ref. S066) in order to make sure
the PQRT database has the latest knowledge
base data in it

PQRT updates its widget records to match the N/A N/A N/A thma1
data in the staging tables, as follows:

Widgets that don't already exist (according to N/A N/A N/A thma1
widget number, major version number and org
type) are added.
Widgets that require a minor version uplift are N/A N/A N/A thma1
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.

References to KB resources are correctly N/A N/A N/A thma1

mapped across from staging tables.
Where a KB resource does not exist in the PQRT N/A N/A N/A thma1
database (because it failed the KB publish
process as per S066), the widget is not linked to
it, and no warning message is displayed.

Links to existing assessments are maintained N/A N/A N/A thma1

RATML fields are converted into HTML N/A N/A N/A thma1
"snippets" as appropriate for display (see stories
S013-S021)

Correct (new) version of widget is displayed. N/A N/A N/A thma1

Note: format/content of page is specified in
S013-S021.

PQRT displays a list of affected organisations N/A N/A N/A thma1

(including Name, organisation Code, assessment
status)
The system tells me that it cannot proceed with N/A N/A N/A thma1
the re-publish because some organisations
would be affected.

PQRT displays a list of affected organisations N/A N/A N/A thma1

(including Name, organisation Code, assessment
status)

The system warns me that I should only proceed N/A N/A N/A thma1
with the re-publish if it is to reflect a simple
change (e.g. Typo fix) because some
organisations would be affected.

Rejoin main flow at step 8 (confirmation) thma1

Correct (new) version of widget document is N/A N/A N/A

displayed.
The document does not have a specific title - it Y 12/1/2010 thma1
begins with the Header Panel.

Page footer includes page number and page Y 30/11/2009 25/11/2009 thma1
count (central) and key info (RHS): req't no., org
type, req't version (major/minor) e.g. "R101 |
Acute Trust | v8.0"

All sections are the same as the on-line widgets Y 30/11/2009 25/11/2009 thma1
page except where stated below.
The Guidance Section excludes the section Y 12/1/2010 N/A thma1
heading "Guidance"
The Attainment Levels section is titled Y 30/11/2009 25/11/2009 thma1
"Attainment Levels (including Checklist)" in
order to make it clear that the previously
separate checklists documents have been
incorporated
The Attainment Levels section mirrors the Y 18/11/2009 25/11/2009 thma1
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).

The Past Level box has a footnote indicating that Y 12/1/2010 thma1
this information can be found online via the
PQRT
For a logged on user, the printable version is Y 30/11/2009 25/11/2009 thma1
*not* populated with any of the data they have
entered so far (a separate report will be
provided to address this need)
The ZIP file contains a file for each widget for N 12/1/2010 17/3/2010 thma1
the org type

The widget file names are such that the widgets N 12/1/2010 17/3/2010 thma1
appear in ascending numerical order, even if the
widgets have different numbers of digits

Each widget file is a PDF file Y 12/1/2010 17/3/2010 thma1

Each widget is in the same format as the Y 12/1/2010 17/3/2010 thma1
individual printable version (ref. S022)

The ZIP file is as per the full widget format N 12/1/2010 17/3/2010 thma1
except for the differences stated below:
The Attainment Levels section is omitted from N 12/1/2010 17/3/2010 thma1
each widget
The footer indicates that the booklet is N 12/1/2010 17/3/2010 thma1
"guidance only" format
The ZIP file is as per the full widget format N 12/1/2010 17/3/2010 thma1
except for the differences stated below:
For each widget, the header information is in a N 12/1/2010 17/3/2010 thma1
more compact format
For each widget, all sections other that the N 12/1/2010 17/3/2010 thma1
Attainment Levels section are omitted
The footer indicates that the booklet is N 12/1/2010 17/3/2010 thma1
"attainment levels/checklists only" format

The booklet has a title page which includes the Y 12/1/2010 thma1
org type, widgets version and issue date
Page footer includes page number and page Y 12/1/2010 thma1
count (central) and key info (RHS): org type,
req't version (major) e.g. "Acute Trust | v8"

The booklet has a table of contents which Y 12/1/2010 thma1

mirrors the format of the "Widget List" page
The TOC includes a page number for each Y 12/1/2010 thma1
widget

The booklet includes all widgets for the org type N 12/1/2010 thma1
The widgets are in ascending numerical order N 12/1/2010 thma1
The content of each widget is as per the Y 12/1/2010 thma1
individual prinatble version of the widget

The booklet is as per the full widget format N 12/1/2010 thma1

except for the differences stated below:

The title page and footer indicate that the N 12/1/2010 thma1
booklet is "guidance only" format
The Attainment Levels section is omitted from N 12/1/2010 thma1
each widget
The booklet is as per the full widget format Y 12/1/2010 thma1
except for the differences stated below:

The title page and footer indicate that the Y 12/1/2010 thma1
booklet is "attainment levels/checklists only"
format
For each widget, the header information is in a Y 12/1/2010 thma1
more compact format
For each widget, all sections other that the Y 12/1/2010 thma1
Attainment Levels section are omitted

The booklet is as per the full widget format "all N 12/1/2010 thma1
widgets" booklet except for the differences
stated below:

It only includes the widgets for the specified N 12/1/2010 thma1

initiative
The TOC only shows the initiatives for the N 12/1/2010 thma1
specified initiative
The header indicates which initiative is covered N 12/1/2010

The spreadsheet file is an MS Excel workbook Y 25/2/2010 TM

(XLS file i.e. compatible with Excel 97-2003)

The spreadsheet has a sheet called "Widget List" Y 28/2/2010 17/3/2010 TM

(first sheet)
The sheet has the org type shown in the title (as Y 26/4/2010 TM
per prototype)
The general layout/formatting of the sheet is as Y 26/2/2010 17/3/2010 TM
per "PQRT_widgets_workbook_ACUTE_v8.xls"
within the prototype

The various column headings have comments as Y 27/2/2010 TM

per the prototype
The Widget List sheet contains a summary list of Y 1/3/2010 17/3/2010 TM
all widgets, one per row
The widgets are in sequential order Y 2/3/2010 17/3/2010 TM

Each widget has the following fields (columns): Y 3/3/2010 17/3/2010 TM

- Widget number
- Key widget status
- Widget question text
- Past level
- Current level
- Target level

The widgets are grouped by initiative, with

coloured initiative headers
The spreadsheet has a sheet called "Details" Y 5/3/2010 17/3/2010 TM
(second sheet)
The sheet has the org type shown in the title (as Y TM
per prototype)
The general layout/formatting of the sheet is as Y 26/2/2010 17/3/2010 TM
per "PQRT_widgets_workbook_ACUTE_v8.xls"
within the prototype

The various column headings have comments as Y 27/2/2010 TM

per the prototype
The Details sheet has one row per widget Y 6/3/2010 17/3/2010 TM
attainment criterion

The criteria are ordered by widget number first, Y 7/3/2010 17/3/2010 TM

attainment level second (0,1,2,3,NR), criteria ID
third (1a, 1b rtc. Or 2a, 2b etc or 3a, 3b, Maint)
Each criterion has the following fields (columns): Y 8/3/2010 17/3/2010 TM
- 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

The Attainment level and attainment level Y 9/3/2010 17/3/2010 TM

description fields are merged into a single cell
for each attainment level

The req no, key req status, req question text, Y 10/3/2010 17/3/2010
past level, current level and target level fields
are merged into a single cell for each widget
The current level field is calculated Y 11/3/2010 17/3/2010
automatically 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)

The past, current and target level fields on the Y 4/3/2010 17/3/2010 TM
"List" sheet are are read-only and automatically
copied from the corresponding fields on the
Details sheet

The spreadsheet has a sheet called "Report" Y 12/3/2010 17/3/2010 TM

(third sheet)
The sheet has (auto populated) summary data Y 13/3/2010 17/3/2010 TM
as follows:
- no. of reqts not yet answered
- no. of reqts answered at level 0
- no. of reqts answered at level 1
- no. of reqts answered at level 2
- no. of reqts answered at level 3
- no. of reqts answered "not relevant"
- current score
- target score

The current score is calculated as follows: Y 14/3/2010 17/3/2010 TM

(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

Taget score is calculated as per current score Y 15/3/2010 17/3/2010 TM

but based on target attainment levels
The summary data is shown per initiative and Y 16/3/2010 17/3/2010 TM
also as an overall total
There is a pie chart based on the summary data Y 17/3/2010 17/3/2010 TM
as demonstrated in the prototype

The sheet has the org type shown in the title (as Y TM
per prototype)
The widgets booklet includes a complete Y 21/12/2009
glossary at the end

The ZIP file includes the glossary as a separate Y 21/12/2009

PDF file

Correct (new) version of glossary is displayed. N/A N/A N/A

Note: format/content of document is specified
in S071.

PQRT staging tables populated with glossary N/A N/A N/A

data form RAT (identical format)

PQRT updates its Glossary records to match the N/A N/A N/A
data in the staging tables

Correct (new) version of glossary is displayed. N/A N/A N/A

Note: format/content of document is specified
in S064.
Meerkat populates PQRT staging tables with N/A N/A N/A
data form RAT (identical format)

PQRT updates its Glossary records to match the N/A N/A N/A
data in the staging tables
PQRT creates the Glossary PDF file and publishes N/A N/A N/A
it to the correct location on PQRT web server(s).

PQRT re-creates the various widgets booklets N/A N/A N/A

and ZIP files that contain the glossary as
specified in S082

PQRT displays the correct (new) version of N/A N/A N/A

glossary.
Note: format/content of document is specified
in S064.
PQRT displays the correct (new) version of the N/A N/A N/A
printable glossary.
Note: format/content of document is specified
in S071.

PQRT displays correct (new) version of the N/A N/A N/A

widget booklets and ZIP files

The system validates that I am *not* in a Y N/A N/A nili

position 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]
The system displays all of my assessments, in N N/A N/A nili
reverse order (most recent first) [no change]
The top-most (most recent assessment), even if Y 18/3/2010 17/3/2010 nili
it is "not yet started", is titled as "Your Current
Assessment" and the remaining assessments (if
any) are titled as "Your Previous Assessments"

For each assessment (whatever version), the

system displays the following information:
- Widgets version (in the header) Y 18/3/2010 17/3/2010 nili
- Widget set start year (as determined by start 18/3/2010 17/3/2010 nili
date) and end year (as determined by
submission date)

- Assessment ref Y 18/3/2010 17/3/2010 nili

- Current status Y 18/3/2010 17/3/2010 nili
- Status history (pop-up), in reverse Y 18/3/2010 17/3/2010 nili
chronological order
- Next deadline as per S091 Y 18/3/2010 17/3/2010 nili
- Baseline score (if assessment is 3-stage and has Y 18/3/2010 17/3/2010 nili
been baselined)
- Performance Update score (if assessment is 3- Y 18/3/2010 17/3/2010 nili
stage and has been Performance Updated)
- Current score - this includes widgets that are Y 18/3/2010 17/3/2010 nili
still at status "in progress" where they have a
score
[If the assessment has already been submitted, N 6/4/2010 nili
the label for the current score is "Overall Score"]
- The number of widgets that fall into each of Y 18/3/2010 17/3/2010 nili
the 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

[The attainment levels are colour coded: red for Y 18/3/2010 17/3/2010 nili
0-1, green for 2-3]
- As above for the baseline (if assessment is 3- Y 18/3/2010 17/3/2010 nili
stage and has been baselined)
- As above for the performance update (if Y 18/3/2010 17/3/2010 nili
assessment is 3-stage and has been
Performance Updated)

The system does *not* show the assessment Y 18/3/2010 17/3/2010 nili
description (removal of existing feature)
The system presents a list of actions that can be Y 18/3/2010 17/3/2010 nili
performed (as per existing actions but
presented as a list of links instead of a mixture
of links and buttons)

If the assessment is against v8+ widgets, the

system additionally displays the following:
- Grade, as follows: Y 18/3/2010 17/3/2010 nili
- "Not Satisfactory" (background red) if not
achieved level 2 in *all* widgets
- "Satisfactory" (background green) if achieved
level 2 or above in *all* widgets

- The percentage scores are *not* colour-coded Y 18/3/2010 17/3/2010 nili

(we do not want to RAG overall percentages)
(removal of existing feature)

If the assessment is against v7+ widgets, the

system additionally displays the following:
- All scores (current, target, baseline, perf N 18/3/2010 17/3/2010 nili
update) are RAG coloured as per existing rules
- *not* Grade N 18/3/2010 17/3/2010 nili
All buttons and links for each assessment are N N/A N/A nili
shown as per current [no change]
The system displays a "shell" assessment 18/3/2010 17/3/2010 nili
summary for the new version widgets at the top
of the page, above my other assessments.

This is labelled as "Your Current Assessment" 18/3/2010 17/3/2010 nili

The following information is included:
- Widgets version (in the header) Y 18/3/2010 17/3/2010 nili
- Widget set start year (as determined by start 18/3/2010 17/3/2010 nili
date) and end year (as determined by
submission date)

- Current status of "not yet started" Y 18/3/2010 17/3/2010 nili

- Next deadline as per S091 Y 18/3/2010 17/3/2010 nili
The system provides an option to create a new Y 18/3/2010 17/3/2010 nili
assessment (existing function)
The system does *not* prompt me for an Y 18/3/2010 17/3/2010 nili
assessment description in order to create a new
assessment

My existing assessments are displayed below Y 18/3/2010 17/3/2010 nili

this "shell" assessment as per Main Flow
My existing assessments are labelled as "Your Y 18/3/2010 17/3/2010 nili
Previous Assessments"

For each assessment which has one or more Y 12/4/2010 nili

target scores set, the system displays the
following information:

- target score - calculated as (total of target Y 12/4/2010 nili

attainment levels) / (3 x total number of req'ts
excluding thise with a taregt of NR or EX)
- target grade (satisfactory/not satisfactory) Y 12/4/2010 nili
based on target scores. Any target scores not set
count as not having attained level 2, whereas NR
and EX are OK

The width of the main panel is a fixed width of Y 22/2/2010 17/3/2010 thma1
760px (i.e. Just the right width to be fully visible
when viewed in a maximised browser on an
800px wide screen.

The header and footer are variable width, Y 22/2/2010 N/A thma1 Superseded by S104
expanding or contracting as the browser is re-
sized.
The header and footer re-size gracefully (i.e. N 22/2/2010 N/A thma1 Superseded by S104
Graphics don't crash into text or links)
If the browser window is too narrow for the nav N 22/2/2010 N/A thma1
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

If the browser window is narrower than the Y 22/2/2010 17/3/2010 thma1

main panel, a horizontal scroll bar is displayed

Header bar is XYZ blue (as per ABC branding), Y 8/2/2010 N/A thma1 Superseded by S104
with dark blue bottom border
Application title ("Information Governance Y 8/2/2010 17/3/2010 thma1
App") appears in header bar (white, large, bold,
LHS)
Application title also appears in windows header Y 11/2/2010 17/3/2010 thma1
bar (i.e. Via html <title> tag)
XYZ logo (not XYZ ABC logo) appears in header Y 22/2/2010 17/3/2010 thma1
bar (LHS), but doesn't link through to any other
website

DH logo appears in header bar (RHS) - clicking Y 11/2/2010 17/3/2010 thma1

on it opens DH website in new window

Header bar includes link to DH home page Y 9/2/2010 17/3/2010 thma1

(opens in new window)

Header bar includes link to XYZ ABC home page Y 9/2/2010 17/3/2010 thma1
(opens in new window)
Header bar includes link to Accessibility page Y 11/2/2010 17/3/2010 thma1
Header bar includes link to Contact Us page Y 11/2/2010 17/3/2010 thma1

Header bar includes link to About page Y 11/2/2010 17/3/2010 thma1

Header bar includes a "Skip to Content" link Y 11/2/2010 17/3/2010 thma1
which takes the user to an anchor/div at the top
of the main panel. This is for accessibility
purposes
Nav bar appears on LHS Y 8/2/2010 17/3/2010 thma1
Nav bar items are single level Y 8/2/2010 17/3/2010 thma1
Nav bar items are white text on dark blue Y 8/2/2010 N/A thma1 Superseded by S104
background, with white separating line
Selected nav bar item has XYZ blue background Y 12/2/2010 N/A thma1 Superseded by S104
and arrow indicator at RHS
Nav bar has bottom "finisher" with curvy Y 8/2/2010 17/3/2010 thma1
corners
Breadcrumb trail (2nd level nav) appears at top Y 8/2/2010 17/3/2010 thma1
of main panel

Fonts and sizes are as per the XYZ ABC website Y 11/2/2010 N/A thma1 Superseded by S104
All font sizes are relative, to allow users the Y 11/2/2010 thma1 Superseded by S171
option to change the font size via their browser

Footer separated from main page by horizontal Y 8/2/2010 N/A thma1 Superseded by S104
line in XYZ blue
Footer contains "(c) Crown Copyright 2000- Y 11/2/2010 N/A thma1
2010"
Footer contains link to XYZ ABC Privacy Y 11/2/2010 N/A thma1
Statement (opens in new window)

Footer contains link to XYZ ABC Copyright Y 11/2/2010 N/A thma1

Statement (opens in new window)
Footer contains link to PQRT Terms & Conditions Y 11/2/2010 N/A thma1
(opens in same window, ref. story S086) - no
change

No logos in footer Y 11/2/2010 N/A thma1

Footer does not contain helpdesk info (instead Y 11/2/2010 N/A thma1
users use the "contact us" link in the header bar

All "Look and Feel" acceptance criteria fulfilled N Date

(rejoin Main flow at step 2) Unknown
All "Look and Feel" acceptance criteria fulfilled N Date
(rejoin Main flow at step 2) Unknown

All "Look and Feel" acceptance criteria fulfilled N Date

(rejoin Main flow at step 2) Unknown

All "Look and Feel" acceptance criteria fulfilled N Date

(rejoin Main flow at step 2) Unknown

Look & feel is as per S077 except where listed TBC 25/2/2010
below:
The header and footer are fixed width TBC 25/2/2010
Header bar is XYZ blue as per the XYZ logo TBC 25/2/2010
colour
Lovely curves here and there as per Tom's TBC 25/2/2010
prototype

Application title is centred, not LHS TBC 25/2/2010

Nav bar items are white text on XYZ blue TBC 25/2/2010
background, with no separating line
Selected nav bar item has DH sea green TBC 25/2/2010
background and arrow indicator at RHS

Breadcrumb has XYZ blue background TBC 25/2/2010

Breadcrumb expands on to multiple lines if TBC 25/2/2010
content is too long

The main content of the page "looks nice" and is TBC 25/2/2010
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.

Des

The nav bar has the following options: Des

Home (goes to Home [not logged in] page) Y 11/2/2010 17/3/2010 Des
What's New (goes to What's New page) Y 11/2/2010 17/3/2010 Des
Widgets (goes to Widgets (Org Types) page) Y 11/2/2010 17/3/2010 Des
Reports (goes to Reports page) Y 11/2/2010 17/3/2010 Des
Resources (goes to Resources page [new]) Y 11/2/2010 17/3/2010 Des
Help (goes to Help page [new]) Y 11/2/2010 17/3/2010 Des
Des
The nav bar has the following options: Des
Home (goes to Home [logged in] page [new]) N 11/2/2010 17/3/2010 Des
What's New (goes to What's New page) N 11/2/2010 17/3/2010 Des
Widgets (goes to Widgets Categories page) N 11/2/2010 17/3/2010 Des
Reports (goes to Reports page) N 11/2/2010 17/3/2010 Des
Resources (goes to Resources page [new]) N 11/2/2010 17/3/2010 Des
Admin (goes to Admin page [new]) N 11/2/2010 17/3/2010 Des
Help (goes to Help page [new]) N 11/2/2010 17/3/2010 Des
Des
The nav bar has the following options: Des
Home (goes to Home [logged in] page [new]) Y 11/2/2010 17/3/2010 Des
What's New (goes to What's New page) Y 11/2/2010 17/3/2010 Des
Widgets (goes to Widgets Categories page) Y 11/2/2010 17/3/2010 Des
Assessments (goes to Assessments Summary Y 11/2/2010 17/3/2010 Des
and History page)
Reports (goes to Reports page) Y 11/2/2010 17/3/2010 Des
Resources (goes to Resources page [new]) Y 11/2/2010 17/3/2010 Des
Admin (goes to Admin page [new]) Y 11/2/2010 17/3/2010 Des
Help (goes to Help page [new]) Y 11/2/2010 17/3/2010 Des
Des
The nav bar has the following options: Des
Home (goes to Home [logged in] page [new]) N 11/2/2010 17/3/2010 Des
What's New (goes to What's New page) N 11/2/2010 17/3/2010 Des
Widgets (goes to Widgets (Org Types) page) N 11/2/2010 17/3/2010 Des
Assessments (goes to Assessments Org Chooser N 11/2/2010 17/3/2010 Des
page)
Reports (goes to Reports page) N 11/2/2010 17/3/2010 Des
Resources (goes to Resources page [new]) N 11/2/2010 17/3/2010 Des
Admin (goes to Admin page [new]) N 11/2/2010 17/3/2010 Des
Help (goes to Help page [new]) N 11/2/2010 17/3/2010 Des
Des
Help page displayed - blank for now Y 11/2/2010 17/3/2010 Des
Note: the contents of the help page are
specified in other stories

Des
Resources page displayed Y 11/2/2010 17/3/2010 Des
The following options are available: Des
Knowledge Base (goes to Knowledge Base Org Y 11/2/2010 17/3/2010 Des
Type Chooser page)
Knowledge Base Archive (goes to Knowledge Y 11/2/2010 17/3/2010 Des
Base Archive page)
Glossary (displays Glossary page as non-modal Y 11/2/2010 17/3/2010 Des
pop-up)

Des

Resources page displayed Y 11/2/2010 17/3/2010 Des

The following options are available: Des
Downloads (goes to Widgets Downloads page) Y 11/2/2010 17/3/2010 Des

All options for not logged in users (join flow 1e Y 11/2/2010 17/3/2010 Des
at step 3)
Des

Resources page displayed Y 11/2/2010 17/3/2010 Des

The following options are available: Des
ISO/IEC 27002:2005 (goes to ISO/IEC Y 11/2/2010 17/3/2010 Des
27002:2005 page)
All options for "simplified interface" users (join Y 11/2/2010 17/3/2010 Des
flow 1f at step 3)
Des
The system displays the Admin page Y 11/2/2010 17/3/2010 Des
The following options are available: Des
My Details (goes to the My Details page) Y 11/2/2010 17/3/2010 Des
My Password (goes to the My Password page) Y 11/2/2010 17/3/2010 Des
Des

The system displays the Admin page Y 11/2/2010 17/3/2010 Des

The following options are available: Des
User Admin (goes to User List page) Y 11/2/2010 17/3/2010 Des
My Organisation (goes to View/Amend Y 11/2/2010 17/3/2010 Des
Organisation Details page)
All options for logged in users (join flow 1h at Y 11/2/2010 17/3/2010 Des
step 3)
Des

The system displays the Admin page Y 11/2/2010 17/3/2010 Des

The following options are available: Des
Organisation Admin (goes to Organisation Y 11/2/2010 17/3/2010 Des
Admin Org Chooser page)
Bulk Emails (goes to Bulk Email List page) Y 11/2/2010 17/3/2010 Des
All options for logged in users (join flow 1h at Y 11/2/2010 17/3/2010 Des
step 3)
The nav bar has the following options (in Y 22/2/2010 17/3/2010 nili
addition to any other options applicable to the
user):

Information Mapping (goes to Information Y 22/2/2010 17/3/2010 nili

Mapping page) - appears between "Resources"
and "Admin"

Admin page displayed with the following nili

options (in additon to any other options
applicable to the user):

Information Mapping/Area Administration (goes Y 22/2/2010 17/3/2010 nili nili: not displayed if using Inf. Mapping
to Area Administration page) simplified interface as they don't use
[note this option is not available to org types Areas.
which use the "information Mapping Simplified
Interface"]

Information Mapping/Data Item Administration Y 22/2/2010 17/3/2010 nili

(goes to Data Item Administration page)
Information Mapping/Location Administration Y 22/2/2010 17/3/2010 nili
(goes to Location Administration page)
System displays Widgets Categories page Y N/A N/A N/A
There is an option to maintain widget views Y N/A N/A N/A

System displays Views page Y N/A N/A N/A

There is a short introduction to PQRT with an Y 8/2/2010 17/3/2010 thma1

option to see more (links to "About" page ref.
Story S083)

There is a section for registered users allowing Y 8/2/2010 17/3/2010 thma1

them to log in or deal with a forgotten password

There is a section for new users allowing them Y 8/2/2010 17/3/2010 thma1
to register or view the "quick start" guide.
There is a section for casual visitors with links to Y 8/2/2010 17/3/2010 thma1
"reports" and "widgets"

The various sections are in "magazine boxes" Y 8/2/2010 17/3/2010 thma1

with curvy corners and a pale blue background
Smaller organisations - context sensitive help N 11/2/2010 17/3/2010 thma1
saying which org types - changed text instead to
simple "register" link
There is an optional "alert" box at the top of the Y 11/2/2010 17/3/2010 thma1
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

The system tells me when I last logged in (date if Y 8/2/2010 17/3/2010 thma1
before today or time if earlier today)

The system validates that I am in a position to N 26/4/2010 CMC

start a new assessment (same criteria as for the
"Create new assessment" dialog on the
Assessment Summary page, ref. S073)

The system says my most recent assessment is N 26/4/2010 CMC

the new version and that my status is "not yet
started" - consistent with Assessment Summary
(S073)

The system validates that I have at least one N 8/2/2010 17/3/2010 CMC
assessment on record
The system tells me the version and status of my Y 8/2/2010 17/3/2010 CMC
most recent assessment.

If my most recent assessment is not the latest Y 8/2/2010 17/3/2010 CMC

version (and I have not yet submitted it), it
warns me of this.

The "At A Glance" information is nicely lined up Y 12/2/2010 17/3/2010 thma1

for clarity

The system tells me that I have not yet created 17/3/2010 CMC CMC:Note it is unlikely that we now
an assessment have condition flow 1b above that this
situation would occur i.e. have no
assessments and are not able to
create an assessment

There is a section for new users inviting them to Y 11/2/2010 17/3/2010 thma1
view the "quick start" guide (ref. story S085)
There is an option to remove the "New Users..." Y 22/2/2010 17/3/2010 thma1
section
There is a summary of what's new with an Y 8/2/2010 17/3/2010 thma1
option 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 Y 11/2/2010 17/3/2010 thma1
prototype

The various sections are in "magazine boxes" Y 8/2/2010 17/3/2010 thma1

with curvy corners and a pale blue background

System removes "New Users..." section N 22/2/2010 17/3/2010 thma1

New Users section is not there (and there is no N 22/2/2010 17/3/2010 thma1
way of getting it back!)

The system validates that I either have an N 22/3/2010 17/3/2010 nili

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)

The system validates that , if I am an "in-year N/A 25/2/2010 N/A nili

assessee", this is *not* my first assessment. In-
year 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"

The system tells me when my next deadline is,

according to the following rules:
- If my current assessment is subject to 3 stage Y 22/3/2010 17/3/2010 nili
reporting, and I have not yet baselined it, the
deadline is the Baseline Date

- Ditto performance update N 22/3/2010 17/3/2010 nili

- If neither of the above is true, the deadline is N 22/3/2010 17/3/2010 nili
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)

- If I do not have an assessment in progress (i.e. I N 22/3/2010 17/3/2010 nili

have not yet started this year's assessment), this
is treated the same as having started this year's
assessment.

The system tells me what deadline it is, in the Y 22/3/2010 17/3/2010 nili
format "Version <version> <type> Deadline",
where <type> is one of "Baseline",
"Performance Update" or "Submission"

The system tells me how many days there are Y 22/3/2010 17/3/2010 nili
left to go until the deadline.
If it is overdue, the system tells me how many N 22/3/2010 17/3/2010 nili
days overdue it is instead, and this information
is highlighted (e.g. Bold red).

The deadlines for v8 assessments are as follows: N 22/3/2010 nili

- Baseline: 30/09/2010
- Performance Update: 31/12/2010
- Submission: 31/03/2011
- Version End Date: leave blank for now as per
usual

The Submission Date for previous assessments is N N/A N/A nili

31st March in the appropriate year (not
necessarily the same as the Version End Date)
The system provides information (in a pop-up) 26/4/2010
to tell me when I need to submit my
assessment. The date displayed is the
Submission Date (currently the Version End
Date)

There is an option to enter my Organisation Y 11/2/2010 17/3/2010

Code, User ID and Password

System validates that my Organisation Code N 11/2/2010 17/3/2010 thma1

exists
System validates my user ID and password N 11/2/2010 17/3/2010 thma1
(against my Organisation Code)
System displays Home [logged in] page Y 11/2/2010 17/3/2010 thma1
System displays my user information (name and Y 11/2/2010 17/3/2010 thma1
organisation) in box above nav bar
User info to include e-mail address and phone Y 11/2/2010 17/3/2010 thma1
number, plus option to amend

System re-displays Home [not logged in] page N 11/2/2010 N/A thma1
System displays error message to say the N 11/2/2010 N/A thma1
Organisation Code was invalid

System re-displays Home [not logged in] page N N/A N/A

System displays error message saying N N/A N/A
"Organisation Code not entered" (wording
change only)

System re-displays Home [not logged in] page N 11/2/2010 N/A thma1
System displays error message to say that my N 11/2/2010 N/A thma1
log-in details were invalid

System re-displays Home [not logged in] page N N/A N/A

System displays error message(s) saying "User ID N N/A N/A
not entered" and/or "Password not entered"
(wording change only)

System displays Home [not logged in] page Y 11/2/2010 17/3/2010 thma1
 Des

The system displays "Registration Step 1 - Y 11/2/2010 17/3/2010 Des

Organisation Search"

There is an option to enter my organisation Y 11/2/2010 17/3/2010 Des

Code and/or Organisation Name Keywords

There is a link to the ODS Organisation Code Y 12/2/2010 17/3/2010 Des

lookup service (opens the
name/address/postcode search in a new
window)
Des

The system displays "Registration Step 2 - Y 11/2/2010 17/3/2010 Des

Confirm Organisation"
The system validates that I entered an Y 11/2/2010 17/3/2010 Des
Organisation Code
The system validates that there is an Y 11/2/2010 17/3/2010 Des
organisation in the database with a matching
Organisation Code
The system displays details for my organisation Y 11/2/2010 17/3/2010 Des
(Name, Organisation Code, Organisation Type)
Des
The system displays "Registration Step 3 - Y 11/2/2010 17/3/2010 Des
Registration Method"
The system validates that there is not already an Y 11/2/2010 17/3/2010 Des
(unlocked) user with admin rights for the
organisation

The system tells me I can register online Y 11/2/2010 17/3/2010 Des

 Des
The system displays "Registration Step 4 - User Y 11/2/2010 17/3/2010 Des
Details"
There is an option to enter my user details Y 11/2/2010 17/3/2010 Des
(Name, Email, Confirm Email, Telephone)

Des

The system validates my user details (as per Y 11/2/2010 17/3/2010 Des
current)

The system validates that Email and Confirm Y 11/2/2010 17/3/2010 Des
Email are the same (new)

The system validates that I have entered a Y 11/2/2010 17/3/2010 Des

telephone number (don't care whether numeric,
just has to exist)

The system displays "Registration Step 5 - Terms Y 11/2/2010 17/3/2010 Des

and Conditions"
The system displays the Ts & Cs of registration Y 11/2/2010 17/3/2010 Des
There is an option to accept the Terms and Y 11/2/2010 17/3/2010 Des
Conditions
Des

The system displays "Registration Step 6 - Y 11/2/2010 17/3/2010 Des

Confirm Details"
The system displays my organisation details Y 11/2/2010 17/3/2010 Des
(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
Des
The system displays "Registration Step 7 - Y 11/2/2010 17/3/2010 Des
Account Created"

Des

Des

The system confirms that my account has been Y 11/2/2010 17/3/2010 Des
set up
The system displays my account details Y 11/2/2010 17/3/2010 Des
(Organisation code, user ID)
The system tells me the email address that my Y 11/2/2010 17/3/2010 Des
password will be sent to.
I receive an email containing my password (no N N/A N/A Des
change)
Des
The system validates that I entered Organisation Y 11/2/2010 Des
Name Keywords
The system validates that there is a *unique* Y 11/2/2010 Des
organisation in the database with matching
keywords in the organisation name (in any
order, case insensitive)

Rejoin Main Flow at Step 7 Y 11/2/2010 Des

Des
The system displays "Registration Step 2 - Y 11/2/2010 Des
Confirm Organisation"
The system tells me it can't find a matching Y 11/2/2010 Des
organisation

Des
The system displays "Registration Step 3 - Y 11/2/2010 Des
Registration Method"
The system tells me I can register via the Y 25/2/2010 Des
helpdesk.
There is a hyperlink through to the "Contact us" Y 11/2/2010 Des
page

Des

Proceed as per Flow 8a Y 11/2/2010 Des

 Des

Proceed as per Flow 8a Y 11/2/2010 Des

Des
The system tells me who my admin is (name Y 22/2/2010 17/3/2010 Des
only, not email or telephone) - if there are
multiple admins, it shows the one that logged in
most recently

The system tells me I should register via them Y 11/2/2010 17/3/2010 Des
or, if I can't contact them, contact the helpdesk
There is a hyperlink through to the "Contact us" Y 11/2/2010 17/3/2010 Des
page
Des

Email not pasted Y 25/2/2010 Des

Des
Des

The system displays the "Contact us" page Y 22/2/2010 Des

The system displays the Exeter Helpdesk phone Y 22/2/2010 Des

number (01392 251289)

The system displays the Thingy helpdesk Y 22/2/2010 Des

number (0113 394 6540)
There is an option to submit an online enquiry, Y 22/2/2010 Des
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)

Des

Des

Des

Des

The options for Organisation Type are: Y 22/2/2010 Des

- Thingy/Dentist
- Other

The default for Organisation Type is "<Select>" Y 22/2/2010 Des

The options for Subject are: Y 22/2/2010 Des
- “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”

The default for Subject is "<Select>" Y 22/2/2010 Des

Des

The system validates that: N 22/2/2010 Des

- 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

The system validates that I selected an org type N 22/2/2010 Des

of "Other"
The system sends an email to Exeter Helpdesk N 22/2/2010 Des
([email protected])
The email subject is based on the subject I N 22/2/2010 Des
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”

The email body includes Name, Email, N 22/2/2010 Des

Telephone and Details
The system validates that I didn't select "Email N 22/2/2010 Des
me a Copy"
The system re-displays the "Contact Us" page N 22/2/2010 Des
with all the fields reset to their default values
The system tells me that it has submitted my N 22/2/2010 Des
enquiry

Des
The system displays all validation failures N 22/2/2010 Des
Rejoin Main flow at step 10 (re-enter details) N 22/2/2010 Des
Des
The system sends an email to Thingy Assurance N 22/2/2010 Des
([email protected])
Rejoin Main flow at step 14 (email subject) N 22/2/2010 Des
Des
The system sends a copy of the enquiry email to N 22/2/2010 Des
the email address I specified
Rejoin Main flow at step 17 (confirmation of N 22/2/2010 Des
submission)
Des
As per Main flow except: N 22/2/2010 Des
My name, email and telephone details are pre- N 22/2/2010 Des
populated

My organisation type is defaulted to "Other" N 22/2/2010 Des

The system doesn't display the Thingy N 22/2/2010 Des
Assurance phone number

The email body includes my User ID, Org Code N 22/2/2010 Des
and Org Type

Des
As per flow 1a except: N 22/2/2010 Des
My organisation type is defaulted to N 22/2/2010 Des
"Thingy/Dentist"
The system doesn't display the Exeter Helpdesk N 22/2/2010 Des
phone number

Des
There is an option to contact us Y 22/2/2010 Des

Des

The system displays the "Contact us" page Y 22/2/2010 Des

There is an option to view the "About" page in Y 11/2/2010 nili

the header bar

System displays the About page N 11/2/2010 nili

About page content is as per prototype page N 29/4/2010 nili

"about.html"

There is an option to view the "About" page in Y 8/2/2010 nili

the main panel

Rejoin main flow at step 4 N 11/2/2010 nili

There is an option to view the "About" page in N 11/2/2010 nili
the main panel

Rejoin main flow at step 4 N 11/2/2010 nili

The system displays the Accessibility page with Y 24/6/2010

text as per prototype

There is an option to view the Accessibility page Y 24/6/2010

(wording and ordering as per prototype)

The system displays the Accessibility page with Y 24/6/2010

text as per prototype

The system displays the Terms and Conditions Y 15/6/2010

page with text as per prototype

System displays updated Terms and Conditions Y 15/6/2010

as per prototype
The system displays the environment name (e.g.
Somewhere in the header bar)
The system displays the software build number
(e.g. Somewhere in the header bar)

There is an option to view widgets ("Widgets" 22/2/2010 17/3/2010 nili

nav bar item) (no change)

The system displays the Widgets (Org Chooser) 22/2/2010 17/3/2010 nili
page

The system displays the Widgets List page (i.e. Y 22/2/2010 17/3/2010 nili
Skips over the current widgets "wheel" page)

The Widgets List page includes *all* widgets Y 22/2/2010 17/3/2010 nili
that are applicable to my organisation type

Proceed as per main flow (from step 2) 22/2/2010 17/3/2010 nili

There is *not* an option to view widgets (i.e. No 18/3/2010 17/3/2010 nili

"Widgets" nav bar item)
There is an option to view Assessments 18/3/2010 17/3/2010 nili
(currently only available to Org Admin users -
needs to be extended to Org User and Org
Reviewer roles)

The system displays the Assessments Summary 18/3/2010 17/3/2010 nili

and History page
There are *not* options to delete, baseline, perf 18/3/2010 17/3/2010 nili nili: this functionality already exists
update or submit the assessment - these actions
can only be performed by Org Admin users

There *is* an option to view the PQR Assurance 25/3/2010 nili nili: this functionality already exists
Statement
There *is* an option to view the 25/3/2010 nili nili: this functionality already exists
implementation plan

The system displays the Home (logged in) page Y 22/2/2010 17/3/2010 nili
There is an instruction (in the "At a Glance" box) Y 22/2/2010 17/3/2010 nili
to select an option from the nav bar

There is an option (in the "At a Glance" box) to Y 18/3/2010 17/3/2010 nili
start working on your current assessment (by
clicking on the "Assessments" nav bar item)

System behaves as if I had clicked the Y 18/3/2010 17/3/2010 nili nili: page uses the navbar permissions
"Assessments" nav bar option i.e. takes me to to determine whether to show the
the Assessments page (note, currently non- 'assessments' instruction. If the navbar
admin users cannot see the "Assessments" tab permissions change, the page should
but it's OK, we're going to change this in a later reflect that change automatically.
story
The system asks me to select an organisation N 18/3/2010 Des
type to view the knowledge base for
There is also an option to view the entire N 18/3/2010 Des
knowledge base (i.e. All org types)

The system displays the Knowledge Base page Y 18/3/2010 Des

The page includes a list of all KB resources (DB Y 18/3/2010 Des
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

The list is in alphabetical order by title Y 18/3/2010 Des

For each KB resource, the following info is
displayed:
Title Y 18/3/2010 Des
External resource indicator to the RHS of the Y 18/3/2010 Des
title - if its Location is "External"
Description (via float-over pop-up, in order to N 18/3/2010 Des
make better use of space)
Type Y 18/3/2010 Des
Creation Date Y 18/3/2010 Des
Last Reviewed Date Y 18/3/2010 Des
Related Widget(s) - a comma-separated list of Y 18/3/2010 Des
Widget Numbers for all related widgets as
identified in step 5 above (in ascending
numerical order, with duplicates removed)

There is an option to view each KB resource (the Y 18/3/2010 Des

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)

The system opens the KB resource in a new N 18/3/2010 Des

window

The system opens the KB resource in a new N 18/3/2010 Des

window

Skip the org type chooser (go to Main flow step Y 18/3/2010 Des
5), displaying information for my own org type

Proceed as per main flow but include KB N 18/3/2010

resources related to widgets which are in the
current widget set for any org type.

The Knowledge Base page also includes search

filters for the KB resources, as follows:
Keyword(s) - free form text, default blank Y 18/3/2010 Des
Widget - drop down menu containing a list of all Y 18/3/2010 Des
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>)"

The system changes the list of KB resources to N 18/3/2010 Des

include only those that match ALL of the
following criteria (change from current which
matches ANY):

The KB resource is related to the specified N 18/3/2010 Des

widget number (if specified)
The KB resource title or description contains any N 18/3/2010 Des
of the specified keywords
in any order (no change from current)

The system displays the relevant text from the Y N/A N/A RJM
context sensitive help configuration file
The text is displayed in a popup Y Date N/A RJM
unknown
The text is formatted as per the HTML markup N N/A N/A RJM

The popup remains displayed indefinitely (i.e. N Date N/A RJM

not not a standard tooltip) unknown

The system displays a context sensitive help icon Y Date N/A RJM
at the specified location within the page unknown

The system displays the relevant description Y 24/6/2010 RJM

EP - Intranet help updated, internet ?

Has been removed.
The formatting of each attainment level is as per Y 4/3/2010 17/3/2010 RJM complete
the prototype

The "achieved" boxes only appear if the screen N N/A 17/3/2010 RJM complete
is being viewed in the context of completing an
application

The formatting of the attainment levels Y 4/3/2010 17/3/2010 RJM complete

summary is as per the prototype
The formatting of each attainment criterion is as Y 4/3/2010 17/3/2010 RJM complete
per the prototype

Each attainment level can be expanded to show Y 4/3/2010 17/3/2010 RJM complete
the attainment criteria within, and collapsed
again

When an attainment level is expanded, if Y 4/3/2010 17/3/2010 RJM complete

another attainment level is already expanded, it
is collapsed (i.e. Accordion style)

Each attainment criterion can be expanded to Y 4/3/2010 17/3/2010 RJM complete

show the details within, and collapsed again
When an attainment criterion is expanded, if Y 4/3/2010 17/3/2010 RJM complete
another attainment criterion is already
expanded (within the same attainment level), it
is collapsed (i.e. Accordion style)

The evidence comments pop-up is accessed via Y 4/3/2010 17/3/2010 RJM complete
an icon in the RHS of the Comments column

If an evidence comment has been entered, the Y 15/3/2010 17/3/2010 RJM complete
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
Header panel layout is as per prototype Y 15/3/2010 17/3/2010 RJM These items will probably take an
extra 1 days

Header panel background colour is light blue (no Y 15/3/2010 17/3/2010 RJM complete
matter whether widget is a key widget or not)
Widget question text preceded by the key icon Y 15/3/2010 17/3/2010 RJM complete
for a key widget
Top row of buttons to appear below header Y 15/3/2010 17/3/2010 RJM complete
panel, not above page title
Print/Download to be changed from links to Y 15/3/2010 17/3/2010 RJM complete
buttons (as per prototype)
Print/Download Multiple to be changed from Y 15/3/2010 17/3/2010 RJM complete
links to buttons (as per prototype)
Cancel button takes you back to widgets list Y 15/3/2010 17/3/2010 RJM complete
screen without saving any changes

Done button saves changes and takes you back Y 15/3/2010 17/3/2010 RJM complete
to widgets list screen
The unordered lists in the Widget Origins and Y N/A N/A RJM complete
Changes sections have circular bullet points
(currently no bullet points)

The top level section headings (Widget Y N/A N/A RJM complete
Description, Guidance etc.) are <h2> level
headings (or have equivalent formatting)

The style of the knowledge base tabs is as per Y 15/3/2010 17/3/2010 RJM complete
the prototype

There is *not* an option to enter requireemnt- Y 15/3/2010

level comments

The system displays the PQR Assurance N 18/3/2010 N/A CMC

Statement (no change)
The PQR Assurance Statement pop-up is small N 18/3/2010 N/A CMC
enough to fit into a browser which is maximised
on an 800x600 resolution screen
Proceed as per Main Flow N 18/3/2010 N/A CMC

The system marks the assessment as submitted N 18/3/2010 N/A CMC

(no change)
The system sends a submission e-mail to the N 18/3/2010 N/A CMC
relevant users at the organsiation (no change)
The system creates a new entry in the N 18/3/2010 N/A CMC
assessment status history (no change)
The system records the fact that the e-mail was N 18/3/2010 N/A CMC
sent and to whom in the "notes" field of the
new assessment status history record

Des

There is an option to specify widget owners Y 6/4/2010 Des

Des
The system displays the "Widget Owners" page Y 6/4/2010 Des
For each widget, there is an option to specify Y 6/4/2010 Des
the widget owner - this is a drop-down list of all
users from my organisation (excluding those
with locked accounts).

By default there is no owner (and this is an Y 6/4/2010 Des

allowed state)
 Des

Des
The system persists the widget owner for each N 6/4/2010 Des
widget (it is an attribute of the Widget
Response)
The system displays the Widget List page 6/4/2010
The system displays the widget owners (read Y 6/4/2010 Des
only) Des

The system displays the widget owners (read Y 6/4/2010 Des

only) Des

The system displays the widget owners (read N 6/4/2010 Des

only) Des

The system doesn *not* display the widget N 6/4/2010 Des

owners (read only)

Des

The system doesn *not* display the widget N 6/4/2010 Des

owners (read only)
For each attainment criterion there is an option Y 18/3/2010 17/3/2010 Des
to add an improvement action

The system adds an improvement action, with 18/3/2010 17/3/2010 Des

the following fields:
Description (free format text, default blank) Y 18/3/2010 17/3/2010 Des
Owner (free format text, default widget owner) Y 18/3/2010 17/3/2010 Des
Due date (calendar selection, can be any date Y 18/3/2010 17/3/2010 Des
past or future)
Completed flag (default not completed) Y 18/3/2010 17/3/2010 Des

The system validates the data fields (description N 26/4/2010 Des

is mandatory, the others are optional)
The system persists the improvement action Y 18/3/2010 17/3/2010 Des

The system adds another improvement action Y 18/3/2010 17/3/2010 Des

(rejoin main flow at step 4)
There is an option to edit the improvement N 18/3/2010 17/3/2010 Des
action

The system persists the changes Y 18/3/2010 17/3/2010 Des

There is an option to delete the improvement N 18/3/2010 17/3/2010 Des

action

The system asks me to confirm 18/3/2010 17/3/2010 Des

The improvement action disappears from the 18/3/2010 17/3/2010 Des

screen

The system persists the deletion Y 18/3/2010 17/3/2010 Des

The actions are displayed N 26/4/2010

There is not an option to add an action N 26/4/2010
There is not an option to edit or remove N 26/4/2010
individual actions

Des

The system validates that the user has at least Y Des

one v8+ assessment
There is an option to select the assessment to Y 18/3/2010 17/3/2010 Des
report on (v8+ assessments only)
The format of the assessments in the drop- Y Des
down is: “Version <version number> (<start
year>-<end year>)"

There is an option to select the widget owner (a Y 6/4/2010 29/3/2010 Des

list of all users from the organisation plus an
option to specify all owners [default])

There is an option to select the Report Type, Y 18/3/2010 17/3/2010 Des

including:
- Improvement Plan (incomplete items only)
(default)
- Improvement Plan (including completed items)
- Completed Items Only

There is an option to set report options, Y 18/3/2010 29/3/2010 Des

including:
- Evidence (default checked)
- Actions (default checked)
The system displays the report in a new window Y 18/3/2010 17/3/2010 Des

corners are not curved but other than

that all looks good.

The report includes all widgets for which there is Y 18/3/2010 17/3/2010 Des
one or more attainment criteria to display (see
below)
The displayed widgets are in numerical order N 18/3/2010 17/3/2010 Des
For each displayed widget, the widget question Y 18/3/2010 17/3/2010 Des
is included
For each displayed widget, the widget owner (if Y 18/3/2010 17/3/2010 Des
any) is included

For each displayed widget, the current level is Y 18/3/2010 17/3/2010 Des
included

For each displayed widget, the "calculated Y 18/3/2010 17/3/2010 Des

target 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
The report includes all attainment criteria for Des
which any of the following is true:

- The Report Type specifies incomplete items N 18/3/2010 17/3/2010 Des

and the attainment criterion is "outstanding"
(see definition below)

Definition of "outstanding": an attainment N 18/3/2010 17/3/2010 Des

criterion is defined as "outstanding" if:
1) it is not marked achieved
AND
2) it is within the "calculated target level" (see
definition above)
 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.

For the avoidance of doubt, if the target level is N N/A N/A Des
NR or EX then the attainment criterion is *not*
outstanding
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

EP - This was because I was logged in

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.

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.

- The Report Type specifies completed items N 18/3/2010 17/3/2010 Des

and the attainment criterion is marked achieved
The displayed attainment criteria are in alpha 18/3/2010 17/3/2010 Des
order within their parent widget (Level 3
Maintenance criteria appear after other L3
criteria)
For each displayed attainment criterion, the Y 18/3/2010 17/3/2010 Des
attainment criterion description is included
For each displayed attainment criterion, the N 18/3/2010 17/3/2010 Des
attainment criterion "achieved" status is
displayed
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:
- If the Report Type specified incomplete items Y 18/3/2010 17/3/2010 Des
then show evidence items which are not "fully
specified" as per definition in S033

- If the Report Type specified complete items Y 18/3/2010 17/3/2010 Des

then show evidence items which are "fully
specified" as per definition in S033

For each evidence item, Evidence Location Y 18/3/2010 17/3/2010 Des

includes a hyperlink to view the document (in a
new window) for appropriate location types

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:

- If the Report Type specified incomplete items Y 18/3/2010 17/3/2010 Des

then show actions which are not marked
complete
- If the Report Type specified complete items Y 18/3/2010 17/3/2010 Des
then actions items which are marked complete
The system displays a single option of "<No Des
assessments at v8 or greater>"
All other options are displayed as per main flow Des
The "Show Report" button is disabled Des

System displays "Reports Single Organisation 6/4/2010 N/A Des

Chooser" (as used in other reports)
There is an option to search for and select an 6/4/2010 N/A Des
organisation to report on

Rejoin main flow at step 2, reporting on the 6/4/2010 N/A Des

specified organisation

Des

The system displays the Improvement Plan Y 18/3/2010 17/3/2010 Des

Admin page
The system validates that the organisation has Y Des
an "in-progress" assessment (not yet confirmed
or submitted as appropriate)

The system validates that there is at least one Y Des

widget owner with "incomplete" widgets on the
current assessment (as per steps 9 and 10 of
S115)

There is an option to send an ad-hoc email Y 18/3/2010 17/3/2010 Des

reminder, including the following data entry
fields:
"To" - a list of all widget owners with Y 18/3/2010 17/3/2010 Des
"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>"

"Cc" - a free format text box (default blank) Y 18/3/2010 17/3/2010 Des
Preamble - a free format text area (default Y 18/3/2010 17/3/2010 Des
blank)

The system validates that I have selected a N/A 18/3/2010 17/3/2010 Des
recipient (or "All") in the "To" field

The system validates that I have specified zero N/A 18/3/2010 17/3/2010 Des
or more valid email addresses in the "CC" field
(separated by semi-colons or commas)

The system sends a separate reminder email to Y 18/3/2010 17/3/2010 Des

each specified recipient (if they have an email
address set up)

Each email is copied to all email addresses in the Y 18/3/2010 17/3/2010 Des
"CC field"
The content of the email is as specified in S115 Y 18/3/2010 17/3/2010 Des
The email also includes the preamble (see TBC 18/3/2010 17/3/2010 Des
prototype for location)

Any HTML special characters (&, <, > etc.) are N N/A N/A Des
correctly displayed in the email
The email does not have to be sent immediately N/A 6/4/2010 Des
but is sent within 30 minutes
The system confirms who it has sent an email to N 6/4/2010 Des
and who it has failed to send an email to due to
a lack of email address
The system tells the user that the emails will be N 6/4/2010 Des
sent within 30 minutes

The system displays a message to say I can't Y Des

send an ad-hoc reminder at the moment (see
prototype for wording)

The system displays a message to say I can't Y Des MSG - You cannot send an ad-hoc
send an ad-hoc reminder at the moment (see reminder at the moment because
prototype for wording) there are no widget owners with
incomplete widgets

The system displays the Improvement Plan Y 18/3/2010 17/3/2010 Des

Admin page
There is an option to indicate whether regular Y 18/3/2010 17/3/2010 Des
email reminders should be sent
The system validates that all potential email Y 6/4/2010 Des Had to setup a user at an acute trust
recipients have email addresses set up to 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

The system persists my changes Y 18/3/2010 17/3/2010 Des

The system validates that the organisation has N/A 6/4/2010 17/3/2010 Des
an assessment which is:
a) v8 or above and
b) not yet submitted

The system sends an email to each widget Y 6/4/2010 17/3/2010 Des EP - I have a setup where I am the
owner with "incomplete" widgets on this widget owner of 3 widgets and all 3
assessment (so long as they have an email are currently not answered. I run the
address). job and no email is sent. If I change
A widget is "incomplete" if either: one of the widgets to level 1 (so still
i) the current level is lower than target level, or not obtained properly) the email is
ii) it has incomplete improvement actions sent. This email then contains details
However, a widget is *not* incomplete if it has of all 3 req's, even though 2 are still
been marked complete. completely unanswered
For the avoidance of doubt, if the target level is N/A N/A N/A Des If current and target levels are NR / EX,
"NR" or "EX" then the widget is *not* widgets do not show on the email.
incomplete If current level is NR or EX but target
level is blank, widgets do show on the
email.

The email includes a list of the incomplete Y 6/4/2010 6/4/2010 Des

widgets
For each incomplete widget, the email states Y 6/4/2010 6/4/2010 Des
the current attainment level
For each incomplete widget, the email states Y 6/4/2010 6/4/2010 Des
the target attainment level (if set)
For each incomplete widget, the email includes Y 6/4/2010 6/4/2010 Des
a list of all evidence (including whether
obtained, location type and comments)

For each incomplete widget, the email includes Y 6/4/2010 6/4/2010 Des
a list of all actions (if any), including all details
For each action, the email includes the Y 6/4/2010 6/4/2010 Des
description, owner and due date
If the due date is in the past the action is flagged Y 6/4/2010 6/4/2010 Des
as overdue

The email includes a link to the PQR App Y 6/4/2010 17/3/2010 Des
website
The email includes contact details for the Y 6/4/2010 17/3/2010 Des
organisation's PQRT administrator

The system displays a warning listing the Y 6/4/2010 Des

potential email recipients who do not have
email addresses set up

Rejoin main flow at next step Y 6/4/2010 Des

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. Y N/A N/A RJM

- If my most recent assessment was against a N N/A N/A RJM
widget set which did not have the same widget
number in, it is blank.

- Otherwise, it is the attainment level I achieved N N/A N/A RJM

against the same widget number in my most
recent assessment.

There is an option to set a target attainment Y 25/3/2010 RJM

level (the options are blank [default], 1, 2 and 3 -
not 0 or NR).

There is an option to set a target date (default Y N/A N/A RJM

blank).

The system validates that the target date is a N N/A N/A RJM
valid date (future or past)
The target level and date are persisted along N N/A N/A RJM
with the widget response

There is an option to set a target attainment Y RJM

level of 0
If NR is allowed for this widget, there is an Y 12/4/2010 RJM
option to set a target attainment level of NR
If the organisation has been exempted from this N 12/4/2010 RJM
widget, there is an option to set a target
attainment level of EX

The system validates that the user's org type is N 22/4/2010 RJM
not a "simplified interface" org type
The system validates that the widget response N 22/4/2010 RJM
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"

If the assessment is subject to 3-stage reporting, N 22/4/2010 RJM

the system validates that the user's assessment
has been performance updated

There is an option to mark the widget response Y 22/4/2010 RJM

as "complete"
The system persists the fact that the widget has N 22/4/2010 RJM
been marked complete and also captures the
date and time and the current user

The system displays the date and time the N 22/4/2010 RJM
widget response was marked complete and the
user who marked it complete

The widget is now "locked down" and is no N 22/4/2010 RJM

longer editable (the only way to unlock it is to
untick "widget complete")

The widget response status is "Marked N 22/4/2010 RJM

Complete"

The system performs validations as per Main N 22/4/2010 RJM

Flow steps 3, 4 and 5
The system displays whether the widget is N 22/4/2010 RJM
marked complete (read-only e.g. Disabled
checkbox)

The system validates that the user's org type is N 22/4/2010 RJM
not a "simplified interface" org type
The system validates that the widget response is N 22/4/2010 RJM
already marked "Complete"
There is an option to mark the widget response Y 22/4/2010 RJM
as "confirmed complete"

The system "locks" the "complete" flag by N 22/4/2010 RJM

making it read-only

The system persists the fact that the widget has N 22/4/2010 RJM
been confirmed complete and also captures the
date and time and the current user

The system displays the date and time the N 22/4/2010 RJM
widget response was confirmed complete and
the user who marked it complete

The widget response status is "Confirmed N 22/4/2010 RJM

Complete"

There is an option to mark the widget response N 22/4/2010 RJM

as "confirmed complete" but it is disabled

The system "unlocks" the "complete" flag by N 22/4/2010 RJM

making it editable
The system displays the "complete" and N 22/4/2010 RJM
"confirmed" statuses (both will be ticked) but
they are read-only

The system performs validations as per Main N 22/4/2010 RJM

Flow steps 3, 4 and 5
The system displays whether the widget is N 22/4/2010 RJM
marked confirmed (read-only e.g. Disabled
checkbox)

The tooltip on the User ID field on the Home N N/A N/A CMC DONE
Page refers to "User ID" not "login name"

The What's New section of the Home Page Y 18/3/2010 17/3/2003 CMC DONE
displays just the top 4 news articles
The links on the Admin page are in the same Y N/A N/A CMC DONE
order as per the prototype

On the Org Admin org chooser screen, the note Y N/A N/A CMC DONE
next to the Look For field says organisation code
not NACS code

The Cancel button on the Widget Details page Y N/A N/A RJM DONE
has a tooltip "Cancel your changes and return to
the widget list"
The Done button on the Widget Details page has N N/A N/A RJM DONE
a tooltip "Save your changes and return to the
widget list"

When logged in, the Previous and Next buttons N N/A N/A RJM DONE
on the Widget Details page have tooltips "Save
any changes and go to the previous (next)
widget"
When not logged in, the Previous and Next N N/A N/A RJM DONE
buttons on the Widget Details page have
tooltips "Go to the previous (next) widget"

The Save button on the Widget Details page has N N/A N/A RJM DONE
a tooltip "Save your changes and remain on this
page"

All "custom" (i.e. jquery) tooltips have a 15 N N/A N/A RJM DONE
second timeout to cater for the fact that in
some cases they don't disappear when the
mouse leaves the relevant hover zone

Section headers are black, not blue Y N/A N/A CMC DONE
Glossary text is green, not black (including Y N/A N/A CMC DONE
underline)
When you float over a hyperlink the underline N N/A N/A CMC DONE
disappears rather than getting a blue
background
Home page alert says "<h2>PQRT Version Beta N N/A N/A CMC PARTLY DONE: Need Test script URL
Test Phase 1</h2><p>Welcome to the PQRT reference adding
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>"

Register Step 3 - wording matches wording on N N/A N/A CMC DONE

prototype (including "contact our Helpdesk"
instead of "contact us")

Contact Us page - insert a space between Y N/A N/A CMC DONE

"Frequently Asked Questions" and "(FAQ)"
Contact Us page - add a third bullet after "the Y N/A N/A CMC This was already done, including the
Online Help": "your local PQR App Who Is This link. Maybe tested when
Administrator" (see prototype - but don't put not logged in or logged in under XYZ
the "(who is this?)" link, because we haven't CfH which would explain why it wasn't
done that yet! displayed ?
TH 08/04: fair point. Tested and raised
defect to right

Widgets org type chooser - the list of org types Y N/A N/A CMC DONE
is supposed to have bullet points
Widget Details page - header bar data on RHS Y N/A N/A CMC DONE
needs to *not* have lots of padding to the right)
Widget Details page - Attainment Levels section N N/A N/A RJM DONE
- context help icons for attainment levels and
attainment criteria should only be displayed if
the tick boxes they refer to are displayed

Widget Details page (not logged in) - too much N N/A N/A RJM DONE
white space below the evidence table - suspect
this is due to an invisible/not displayed "add
evidence" link.
If I expand 1a and then expand 1b then the N N/A N/A RJM CANT BE DONE IN IE WORKS OK IN
accordian facility works, but 1a does not FIREFOX AND CHROME. IE CANT
collapse slowly, it just disappears, meaning that HANDLE THE SLIDE VERY WELL SO THIS
section 1b opens but then suddenly jumps HAS TO BE SHOWN OR HIDDEN.
updards and I lose track of where it is. Can this FIREFOX/CHROME HANDLE SLIDE
be made smoother? REALLY NICELY AS IS VERY ELEGANT. IE
IS CLUNKY.
TH 08/04 Let's see what the users say
about it in beta testing

Widget Details page - level 3 maintetnance Y N/A N/A CMC DONE

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]"
Can you add a skeleton "About" page - title: N N/A N/A CMC DONE
"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

Likewise the "quick start" guide, linked in from N N/A N/A CMC DONE
the home page (both not logged in and logged
in variants)

Widgets list page - only display the "not met key Y N/A N/A CMC DONE
widget" cross if the user has actually answered
the question

Widget Details page: remove or hide "Date Last N N/A N/A CMC DONE: Note we should either treat
Modified", which isn't working properly anyway this problem though as a DR or else
(it changes the date last modified for all criteria remove date modified entirely i.e.
at the same time, even if I only modify one of from database model as well etc
them)
a.test:acute, req't 102 - criteria 1b, 2b and 2c N N/A N/A CMC Low priority:DONE wouldn't have
are being (incorrectly) displayed as if they were affected UAT anyway
Level 3 Maintenance criteria - this is probably a
test data issue
There is an option to unsubmit the baseline N 15/3/2010 nili

The system unsubmits the baseline N 15/3/2010 nili

There is an option to unsubmit the performance N 15/3/2010 nili

update

The system unsubmits the performance update N 15/3/2010 nili

There is *not* an option to unsubmit the N 15/3/2010 nili

baseline

There is *not* an option to unsubmit the N 15/3/2010 nili

performance update

There is an option to submit a baseline [no N 15/3/2010 nili

change]
The option is labelled "submit baseline", not just N 15/3/2010 nili
"baseline"

The system presents the following warning: N 15/3/2010 nili Should the message be clearer about
"Once you have submitted your Baseline you who they might need to contact? (ie
will not be able to unsubmit it without who is the 'us' in the message)?
contacting us", with options to proceed or
cancel

The system submits the baseline as per current N 15/3/2010 nili

functionality [no change]

The system does not submit the baseline N 15/3/2010 nili

There is an option to submit a performance N 15/3/2010 nili

update [no change]
The option is labelled "submit performance N 15/3/2010 nili
update", not just "performance update"

The system presents the following warning: N 15/3/2010 nili Should the message be clearer about
"Once you have submitted your Performance who they might need to contact? (ie
Update you will not be able to unsubmit it who is the 'us' in the message)?
without contacting us", with options to proceed
or cancel

The system submits the performance update as N 15/3/2010 nili

per current functionality [no change]

The system does not submit the performance N 15/3/2010 nili

update
The system validates that the user is related to
(or referenced from) any of the following data
items:
Widget.Owner N/A 6/4/2010 nili
AssessmentCriterion. ModifiedUserId N/A 6/4/2010

AssessmentCriterionEvidence. N/A 6/4/2010

CustomCreatedUserId
AssessmentCriterionEvidence. ModifiedUserId N/A 6/4/2010

AssessmentCriterionEvidenceUpload. N/A 6/4/2010

UploadedUserId
AssessmentCriterionImprovementAction. N/A 6/4/2010
CreatedUserID
AssessmentCriterionImprovementAction. N/A 6/4/2010
ModifiedUserID
AssessmentHistory.OrganisationUserID N/A 6/4/2010

AssessmentWidget.ExemptionGrantedBy N/A 6/4/2010

AssessmentWidgetScore.OrganisationUserID N/A 6/4/2010

BulkEmail. CreatedBy N/A 6/4/2010

BulkEmail. UpdatedBy N/A 6/4/2010

PQRAFOrganisationSubmitted. N/A 6/4/2010

SubmittedByUserId
System does *not* provide the option to delete N/A 6/4/2010 nili
the user
Glossary terms are not matching e.g. Req 210 N/A N/A N/A CMC done
"information assets" - suspect it might be due to
differences in capitalisation

Evidence items truncated by commas e.g. req N/A N/A N/A CMC done
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

Evidence location has red cross even though N/A N/A N/A RIMA done
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 it’s a data problem (perhaps the publish
process?)

When I click "Save" on the Widget Details page, I N/A N/A N/A RIMA done
get "The page cannot be displayed"
Widget PDFs not there N/A N/A N/A CMC done
Need to link home page through to test script N/A N/A N/A CMC done
when it's ready
Glossary PDF is out of date - suspect it has not N/A N/A N/A CMC done
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)

Defect fixes/enhancements to Home Page "At a N/A N/A N/A CMC done
Glance" section as per S079
Knowledge Base section layout is wrong when Y N/A N/A RIMA done
viewed in IE6 (tabs on left, content on right)
Tooltips disappear off the RHS of the screen N/A N/A N/A CMC done, also handles bottom of the
[page as well a right hand side
Widget Details page: When you attempt to click N 26/4/2010 CMC done
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?
Widget Details page: When you attempt to click N 26/4/2010 CMC done
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)?

Replace "TBCs" with real context help on the N N/A N/A CMC done
Widget Details page (ref. context help file v2)
If I select an org type which has no widgets set N N/A N/A CMC done
up, I get a server error. In the current live
system it just displays an empty list (e.g. For
Dentists)
Tooltip for Current Level context help appears N N/A N/A RIMA done
behind Target Level drop down (IE6)
Widget Details page - remove context help N N/A N/A CMC done
criterionComments - no longer required
Assessment Summary page - in IE6, create or N N/A N/A CMC done
delete an assessment - page content goes blank
and page header partially blanked out. Click
refresh and it's OK again
Widget Details page (when completing an N N/A N/A CMC done
assessment) - NR option is displayed even
though NR isn't an option (it's OK on the read-
only view)
When I float over a glossary definition, N N/A N/A CMC done, I think. Found some issues with
sometimes I get: "Undefined - unable to get glossary terms which I think may have
definition from the server", and when I float ben causing the issue hard to be 100%
over it again a comple of seconds later I get the sure as problem only occurred
correct definition. A timing issue perhaps? A sporadically.
simple fix might be to change the message to
say "temporarily unavailable" or "loading, try
again in a few seconds"

Evidence upload - this is not disabled but it N N/A N/A RIMA done
doesn't work properly. Needs disabling (as per
Duplicate Evidence)

Created new acute org "acutest11" and user N N/A N/A CMC done
"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

Req 312 - when I complete criteria 1a and 1b, N N/A N/A CMC done
they are both ticked but AL1 is not ticked. Tried
Req 310 which is OK

Widget Details page, KB section - tab headers Y N/A N/A CMC done
should be Key Resources, Exemplar Materials,
Useful Websites, not Key Resources, Exemplar,
Exemplar Materials

When I navigate from one req't to another, the N N/A N/A CMC done
attainment levels should always start out
collapsed (unlike the top-level sections, which
should be the same as the previous page).

Not logged in, navigate the req 210, observe 2x N N/A N/A CMC done
material changes. Then click Next then Previous
and it says "no material changes"
A marked up glossary term which is a plural N 6/4/2010 CMC done
matches against a glossary which is singular. For
example "Calditott Guardians" should match
"Caldicott Guardian" and "spies" should match
"spy"

Widget Details page (read only) - "Evidence Y 26/4/2010 done

Required" as a bullet list (as per prototype)
instead of table

Context help to RHS of "Evidence Required:" Y N/A N/A done

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 8/4/2010 N/A done

change the following CSS in igt.requireemnt.css:
"div.attainmentLevel
div.attainmentLevelNumber {float:left;
width:41px; font-weight:bold; font-size:1.5em;
text-align:right; padding-right:4px; line-
height:80%}
"

On the Widgets List page, if the widget set is v7 N N/A N/A done.
or before, when I select a widget it should
display it using the "old style" Widget Details
page
Home page - logged in as XYZABC user - At A N N/A N/A Done
Glance - don't display "start working on your
assessment" for ABC users

Org type a.test:gp - req't 101 and 102 are N N/A N/A Done
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)
The email address validator should allow N N/A N/A Done. Problem was new areas of code
apostrophes (well, at least fay o'sullivan thinks i.e. Registration rewrite and Contact
so). This applies to all screens which accept Us didn't use existing email validation
email address input (I am hoping we use a single
validator in all cases)

A widget should only have a status of N N/A N/A Done

"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")

On the Widget Details page, for the non N N/A N/A Done
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".

On the Assessment Summary page, for the N N/A N/A Done

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.

Currently if you mark a widget as exempt if it’s a N N/A N/A Done

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 haven’t met the
minimum level. This is wrong, no cross should
be displayed as per for widgets marked Not
Relevant.
The org type names are as per "PQRT v8 Y 11/2/2010 nili
Organisation Type Names v1.docx"

The org type names in the Organisation Type N 11/2/2010 nili

drop-down are as per "PQRT v8 Organisation
Type Names v1.docx"

Note: the org type names appear elsewhere in N 11/2/2010 nili

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

The system sends me an approval email (no N 22/4/2010 nili

change)
The email includes the following amended N 22/4/2010 nili
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."
There is an option to view another Y 22/4/2010 CMC
organisation's Assessment Report
The supplementary text is as per the prototype Y 22/4/2010 CMC

The system displays the Assessment Report Org Y 22/4/2010 CMC

Chooser page

The "Search" button is the default button i.e. It Y N/A CMC

fires if I hit Enter

The system displays the Assessment Report Y 22/4/2010 CMC

Criteria page
The system displays the organisation name Y 22/4/2010 CMC
There is an option to select an assessment to Y 22/4/2010 CMC
report on, including all *approved* assessments
in reverse date order - default latest assessment
(no change)
The format of the assessment in the list is: Y 22/4/2010 CMC
“Version <version number> (<start year>-<end
year>)"

There is an option to compare with previous Y 29/4/2010 CMC

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 last-
but one assessment)

There is *not* an option to select the report Y 22/4/2010 CMC

breakdown (this is specified in a separate story -
S143)

There is *not* an option to order the results Y 22/4/2010 CMC

(initiatives are to be displayed in a fixed order -
100s, 200s etc.)
The system opens the report as an MS Excel Y 22/4/2010 CMC
document (XLS format i.e. compatible with XL
97-2003)

The report includes the organisation name Y 22/4/2010 CMC

The report includes the assessment version, Y 22/4/2010 CMC

start year and end year.
The report includes the date it was prepared on Y 22/4/2010 CMC
The report contains a table with a row of data Y 22/4/2010 CMC
for the selected assessment
If the user selected "compare with previous Y 22/4/2010 CMC
assessments", the table contains a row of data
for the all assessments in the selected range

The assessments are in reverse date order Y 24/6/2010 CMC

For each assessment, the following data is
displayed:
- Assessment version number, start date and Y 22/4/2010 CMC
end date. Format: "Version 8 (2010-2011)", and
in the HTML version, use a non-breaking hyphen
(&#8209;) to ensure the best layout

- Overall Score (expressed as a percentage) Y 22/4/2010 CMC

The percentage scores take into account where N/A 26/4/2010 CMC
a widget has been assessed as EX (i.e. Excluded
from score as per NR)
- Grade, as follows: Y 22/4/2010 CMC
- For a v7- assessment, this is the RAG status Y 22/4/2010 CMC
calculated from the Overall Score (no change)

- For a v8+ assessment, this is "Satisfactory" or Y 22/4/2010 CMC

"Not Satisfactory", as per Assessment Summary
page

For a v7- assessment, the background colour of Y 22/4/2010 CMC

the Grade matches the RAG status (no change,
but currently not working in sys test)

For a v8+ assessment, the Grade is colour coded Y 22/4/2010 CMC

- green for Satisfactory or Red for Not
Satisfactory
There is a key to explain the Assessment Grade Y 22/4/2010 CMC
(see prototype)
The key includes v7 details if there are any v7 or Y 24/6/2010 CMC
before assessments in the report
The key includes v8 details if there are any v8 or Y 24/6/2010 CMC
after assessments in the report

There is an option to view my own Y 22/4/2010 CMC

organisation's Assessment Report

The system displays the Assessment Report Y 22/4/2010 CMC

Criteria page
Proceed as per S142 except: Y 22/4/2010 CMC
- the list of available assessments includes any 22/4/2010 CMC
non-approved assessment as well as all
approved ones
- if the report includes a not-yet submitted Y 22/4/2010 CMC
assessment, the report includes a "Stage
Column" which says "Final" for submitted
assessments and "Current" for non-submitted
assessments (see prototype example 2)

For each assessment (in progress or approved) Y 26/4/2010 CMC

there is an option to view a summary report

The system displays the Assessment Report Y 26/4/2010 CMC

Criteria page
Proceed as per S142 except that the default Y 26/4/2010 CMC
assessment is the selected assessment from the
Assessment Summary page

There is an option to view another N 22/4/2010 CMC

organisation's Assessment Report (no change)

Proceed as per S142 except:

- Allow in-progress assessments as per Main N 22/4/2010 CMC
Flow above

There is an option to view another N 22/4/2010 CMC

organisation's Assessment Report (no change)

Proceed as per S142 except allow in-progress N 22/4/2010 CMC

assessments as per Main Flow above if the
selected organisation is a trust within my EFG
area (same business rule as for PPR report)
There is an option to view another N 22/4/2010 CMC
organisation's Assessment Report (no change)

Proceed as per S142 except allow in-progress N 22/4/2010 CMC

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 an option to show a breakdown by Y 22/4/2010 CMC

attainment level

The report includes the following additional

columns (see prototype example 3):
- no of reqts not yet answered (column only Y 22/4/2010 CMC
shown if there are any non-zero values in it)
- no. of reqts at level 0, 1, 2 and 3 (four separate Y 22/4/2010 CMC
columns)
- no. of reqts marked Not Relevant (column only Y 22/4/2010 CMC
shown if any non-zero values in it)
- no. of reqts marked Exempt (column only Y 22/4/2010 CMC
shown if any non-zero values in it)
- total no. of reqts Y 22/4/2010 CMC
There is an option to show Baseline and Y 22/4/2010 CMC CMC:The role for this story is
Performance Update scores 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 Y 22/4/2010 CMC CMC:Have made this option available
for XYZ CfH users as well just so that
support staff can view the report if
necessary
There is an option to show the date for each Y 22/4/2010 CMC CMC:Permissions for this as for Step 2.
reporting stage 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 don’t
display a stage column in all the
assessments are at the submitted
stage (see step 7 for S143 above)

The report includes the following additional

data (see prototype example 3):
- If I selected to show Baseline and Performance Y 22/4/2010 CMC
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)

- The data shown for the Baseline and PU stages N/A 22/4/2010 CMC
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)
If I selected to show target scores, the report Y 22/4/2010 CMC CMC:Although we expect either all or
includes an extra row for each assessment no target scores to be set for an
showing target scores (but only if there is one or assessment the application doesn't
more target score for the assessment) 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.

If I selected to show the date for each reporting Y 22/4/2010 CMC

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)
There is an option to show a breakdown by Y 22/4/2010
initiative

The report includes the following additional

data (see prototype example 4):
- the whole table of data in the report is Y 22/4/2010 CMC
repeated once per initiative
- the initiative name is shown as the overall Y 22/4/2010 CMC
header for the table
- the initiatives are displayed in the following Y 22/4/2010 CMC
order:
- Information Governance Management
- Confidentiality and Data Protection Assurance
- Information Security Assurance
- Clinical Information Assurance
- Secondary Use Assurance
- Corporate Information Assurance

- the overall totals (i.e. Across all initiatives) are Y 22/4/2010 CMC
shown last, with a heading of "Overall"
- the set of initiatives used is the superset of all N 22/4/2010 CMC
initiatives across all assessments included in the
report

- a given assessment is only included under a N 22/4/2010 CMC

given initiative if it includes one or more widgets
from the initiative

- the data within each initaitve table is N 22/4/2010 CMC

(obviously) based only on widgets belonging to
that initiative
There is an option to show a breakdown by key Y 26/4/2010 CMC CMC:Note wasn't sure if Key Widgets
widget status 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.

The report includes the following additional

columns (see prototype example 5):
- no. of key widgets not yet answered (only Y 26/4/2010 CMC
shown if it contains any non-zero values)
- no. of key widgets not achieved "pass" Y 26/4/2010 CMC
attainment level (generally level 2)
- no. of key widgets achieved "pass" attainment Y 26/4/2010 CMC
level (generally level 2)

- total no. of key widgets Y 26/4/2010 CMC

The system displays the report in HTML format Y 26/4/2010 CMC
on the same page, below the report criteria
The content and layout of the HTML format Y 26/4/2010 CMC
report are as per the XL report (ref. stories S142-
S146, S152 and also see the prototype)
There is a context help to explain the Y 22/4/2010 CMC
Assessment Grade (HTML version only)
There is an option to drill down on each Y 26/4/2010 CMC
*current* or *final* score (by initiative or
overall)
There is *not* an option to drill down on stage Y 26/4/2010 CMC
or target scores

The system displays the Widgets List page for N N/A CMC
the selected assessment (no change)

If I selected a drill down on a given initiative, the N N/A CMC

system only displays the results for that
initiative (no change)

The system does not display the widget status N 26/4/2010 CMC
(currently displays it for "overall results"
drilldown but not for a single initiative
drilldown)
The system does not display widget owners N 26/4/2010 CMC

The widget status *is* displayed Y 26/4/2010 CMC

The widget owners *are* shown (but only if Y 26/4/2010 CMC
there actually are any widget owners)

The widget status *is* displayed Y 26/4/2010 CMC

The widget owners *are* shown (but only if Y 26/4/2010 CMC
there actually are any widget owners)

If the report include a breakdown by attainment N 29/4/2010

level, there is an option to drill down on
individual attainment level counts (for current,
final and target scores)

If the report include a breakdown by key widget N 29/4/2010

status, there is an option to drill down on
individual attainment level counts (for current,
final and target scores)

The system displays the Widgets List page for N 29/4/2010

the selected assessment
The list includes the subset of widgets that were N 29/4/2010
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.
The system displays the Individual PPR page (no N 22/4/2010 nili
change)
For each widget, there is a "Details" link (instead N 22/4/2010 nili
of the "Guidance" link for v7- widgets (if it's
easier, you can change the v7- link to "Details"
too))

The system displays the widget PDF document N 22/4/2010 nili

for the selected assessment version, org type
and widget number.

The system displays the Individual PPR page N 22/4/2010 nili

For each widget, there is a "Guidance" or N 22/4/2010 nili
"Details" link

The system displays the widget guidance (MS N 22/4/2010 nili

Word) document for the selected assessment
version, org type and widget number.
The table is displayed and the formatting is as N 26/4/2010
per the RATty preview

The table is displayed and the formatting is as N 26/4/2010

per the RATty preview

The main heading is displayed and the N 26/4/2010

formatting is as per the RATty preview

The main heading is displayed and the N 26/4/2010

formatting is as per the RATty preview
The hyperlink is displayed and the formatting is N 29/4/2010
as per the RATty preview

The hyperlink is displayed and the formatting is N 29/4/2010

as per the RATty preview

The total score calculation takes into account N 26/4/2010 nili

any exemptions that the widget has been
granted on individual widgets (they are treated
the same as "not relevant"

The total score calculation takes into account N 26/4/2010 nili

any exemptions that the widget has been
granted on individual widgets (they are treated
the same as "not relevant"

The total score calculation takes into account N 26/4/2010 nili

any exemptions that the widget has been
granted on individual widgets (they are treated
the same as "not relevant"
There is not an option to submit my assessment N 26/4/2010 nili

There *is* an option to submit my assessment N 26/4/2010 nili

The system submits my assessment as per N 26/4/2010 nili

current

The widget is "locked out" - all the fields are N 26/4/2010 nili
disabled read-only

The system unsubmits my assessment as per N 26/4/2010 nili

current

The widget is no longer "locked out" - all the N 26/4/2010 nili

fields are disabled read-only
The system updates the status of the widget N N/A
response to "In Progress"

The widget status is shown as "In Progress" N N/A

The Attainment Level is shown as "Exempt" N N/A

The widget status is shown as "In Progress" N N/A

The Attainment Level is shown as "Exempt" N N/A

There is an option to submit a Baseline N N/A

The attainment level tickboxes are visible and N 29/4/2010

correctly set, but disabled (greyed out to make it
clear that this data is read-only to a ABC user)

This includes the NR tickbox where appropriate N 29/4/2010

The attainment criteria tickboxes are visible and N 29/4/2010
correctly set, but disabled
Attainment criterion comments are displayed N 29/4/2010
read-only
The evidence details are visible but read-only N 29/4/2010
(including location and comments pop-ups)

There is *not* an option to add new evidence N 29/4/2010

The action details are visible but read-only N 29/4/2010
(including location and comments pop-ups)
There is *not* an option to add an improvement N 29/4/2010
action

The attainment level tickboxes are visible and N 29/4/2010

correctly set, but disabled (greyed out to make it
clear that this data is read-only to a general
user)

This includes the NR and EX tickboxes where N 29/4/2010

appropriate
The attainment criteria tickboxes are visible and N N/A
correctly set, but disabled
None of the detail below each attainment N N/A
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

The past level is not shown (including the label) N 29/4/2010

The target level and date are not shown N 29/4/2010
(including the labels)
The widget complete and confirmed fields are N 29/4/2010
not shown (including the labels)

None of the detail below each attainment level N 29/4/2010 RJM

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

This includes EX - a general user should not be N 29/4/2010 RJM

able to view the reason for exemption
The system asks me to confirm that it is OK to N 29/4/2010
lose my changes

The system displays the Widgets List page N 29/4/2010

(without persisting my changes)

The system remains on the Widget Details page N 29/4/2010

My amendments remain in place N 29/4/2010

Rejoin main flow at step 4 N 29/4/2010

Rejoin main flow at step 4 N 29/4/2010

The system displays the "Forgotten User Details" Y 6/5/2010 nili

page
There is an option to receive a reminder of my Y 6/5/2010 nili
user details by email, including an input field for
my email address and a sub-option to have my
password reset.
The system validates that there is a uniquely Y 6/5/2010 nili
matching active account for the specified email
address

The system sends me a reminder email Y 6/5/2010 nili

containing my org code and user ID (see
prototype for wording)

The email is from the standard "DONOTREPLY" Y N/A

PQRT email address
The system validates that I requested a Y 6/5/2010 nili
password reset
The system resets my password Y 6/5/2010 nili
The system sends me an email containing my Y 6/5/2010 nili
new password (see prototype for wording)

The email is from the standard "DONOTREPLY" Y N/A

PQRT email address
The system tells me that it has sent me a Y 6/5/2010 nili
reminder email
If I requested a password reset, the system tells Y 6/5/2010 nili
me it has reset my password and sent it in a
separate email

The system tells me how to log on (including a Y 6/5/2010 nili

link to the home page)

The system tells me this and provides a link to Y 6/5/2010 nili

the "contact us" page
The system tells me this and provides a link to Y 6/5/2010 nili
the "contact us" page

Skip to Main Flow step 12 Y 6/5/2010 nili

The top-level sections are initiailly collapsed Y 6/5/2010 RJM done

WITHDRAWN: When I move to a new widget the N N/A
top levels are also initially collapsed (the system
does not remember how I left them)

The Attainment Levels section is after the Y 6/5/2010 RJM done

Guidance section
The tables within the KB section do not have a Y 6/5/2010 RJM done
table heading which repeats the name on the
tab (e.g. "Key Resources")

The tables within the KB section do not have Y 6/5/2010 RJM done
rounded corners (see prototype)
If there are no widget changes to display, the N 6/5/2010 RJM done
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."
The attainment levels expand and collapse Y 6/5/2010 RJM done
normally rather than in "accordion" style
The attainment criteria expand and collapse Y 6/5/2010 RJM done
normally rather than in "accordion" style
The attainment criterion ID for Level 3 Y 6/5/2010 RJM TH: RJM says no change required
Maintenance criteria is displayed instead of the
word "Maint"
For Level 3 maintenance criteria, the phrase Y 6/5/2010 RJM done
"[Only required if Attainment Level 3 was
achieved in the previous assessment]" appears
above the criterion description instead of below

The width of the attainment criterion ID div has Y 6/5/2010 RJM done
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

There is a sentence below the Attainment Levels Y 6/5/2010 RJM done

heading indicating that the attainment levels are
cumulative

There is a sentence within each attainment level Y 6/5/2010 RJM done

(1-3) indicating that all criteria must be satisfied
If evidence provision is mandatory for the Y 6/5/2010 RJM done
current org type, the evidence heading reads
"The following evidence must
<strong>all</strong> be obtained:" (currently
"<strong>Evidence Required:</strong>)
If evidence provision is optional for the current N 6/5/2010 RJM done
org type, the evidence heading reads "The
following evidence should <strong>all</strong>
be obtained (recommended but not
mandatory):" (currently "<strong>Evidence
Required:</strong>)
The context help next to "Evidence Required:" is Y 6/5/2010 RJM done
no longer needed and can be removed.
The Print and Download buttons appear at the Y 6/5/2010 RJM done
bottom of the page as well as at the top
The print button is labelled "Print (PDF) Y 6/5/2010 RJM done
The tooltip for the print button is "View a Y 6/5/2010 RJM done
printable (PDF) version of this widget"
The Cancel button is always available, not just Y N/A RJM done
once changes have been made to the response
The expander icon is used for the evidence Y 24/5/2010 RJM done
location and evidence details pop-ups (instead
of the "down arrow" icon)

The key icon in the widget header panel (if Y N/A RJM done
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

The "expand all/collapse all" icons are top- Y N/A RJM done
aligned
The "missing information" icon in the Location Y 24/5/2010 RJM done
column, and in various places on the Evidence
Location pop-up, is as per the prototype.

The training tool boilerplate text (first para) says Y 17/5/2010 RJM done
"The Information Governance Policy team
within the Department of Health (DH) has
developed an Information Governance Training
Tool (PQRTT)."
(defect) Section expanders aren't working! N/A N/A RJM done
Glossary terms within attainment levels have N/A N/A RJM done
dashed underlines (currently they are green but
with no underline)

The "expand all", "collapse all", "print" and Y 24/5/2010

"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.

The attainment level tick boxes are not greyed Y 6/5/2010 RJM done
out
The attainment criterion tick boxes are not Y 6/5/2010 RJM done
greyed out
If I attempt to click on the "Current Level" field, I N 6/5/2010 RJM done
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."

If I attempt to mark an attainment criterion as N 6/5/2010 RJM done

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."

If evidence provision is mandatory for the Y 6/5/2010 RJM done

current org type, there is a sentence within each
criterion indicating that all of the stated
evidence items must be obtained
If evidence provision is optional for the current N 6/5/2010 RJM done
org type, there is a sentence within each
criterion saying "The following evidence should
<strong>all</strong> be obtained
(recommended but not mandatory):"

The evidence comments column is renamed as Y 6/5/2010 RJM done

"Details"
If the assessment is in progress and this is not Y 11/5/2010 RJM done
the last widget, the "Next" button is yellow

If the assessment is in progress and this *is* the N 11/5/2010 RJM done
last widget, the "Done" button is yellow
"Add Improvement Action" link - change to "Add Y N/A RJM done
an action"

The various tick boxes are read-only but not N 6/5/2010 RJM done
greyed out
If I click any of the tick boxes I do not get a N 6/5/2010 RJM done
warning message about not being able to tick
the box
If I click in the Current Level box I do not get a N 6/5/2010 RJM done
warning about not being able to enter the
current level
When I first view the page, there is a callout (or Y 6/5/2010 RJM done
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"

When a glossary term is first visible, there is a Y 6/5/2010 RJM done. Not possible to show on load
callout (or other device) drawing my attention becuase the terms are hidden in
to the first glossary term explaining what it does expandable divs.
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"

When I first view the page, there is a callout (or Y 6/5/2010 RJM done
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"

When I mark an evidence item as obtained, and Y 6/5/2010 RJM done

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
The attainment criterion ID for Level 3 N 6/5/2010 done
Maintenance criteria is displayed instead of the
word "Maint"

For Level 3 maintenance criteria, the phrase N 6/5/2010 done

"[Only required if Attainment Level 3 was
achieved in the previous assessment]" appears
above the criterion description instead of below

The width of the attainment criterion ID div has N 6/5/2010 done

narrowed (because its contents have narrowed,
since e.g. "1a" is now just "a" and "Main" is now
just e.g. "C")

Individual table cells within attainment levels N 6/5/2010 done

are not split across a page
Section headings are not split from the first N 6/5/2010 done
paragraph below them
Long tables split across multiple pages (currently N 6/5/2010 done
expanding into the footer)
The page footer is lower down, providing more N 6/5/2010 done
space on the page
Keep table header with at least the first table N 6/5/2010 done
row
Widget booklets - start each widget on a new N 24/5/2010 done
odd page
Check booklet footer to make sure version Y N/A done
number and org type appearing
Numbered paragraphs - first line correctly Y N/A done
aligned
Special characters (e.g. Left and right hand N/A N/A done
quotes) are correctly displayed in all fields
The system displays a pop-up asking "Please N 6/5/2010
select an option:" then three radio buttons: "Full
widget", "Guidance only", "Attainment
levels/checklist only".

The system displays the full widget variant of N 6/5/2010

the widget PDF

The system displays the "guidance only" variant N 6/5/2010

of the widget PDF (note, this may require some
enhancements to the publish process)

The system displays the "attainment levels only" N 6/5/2010

variant of the widget PDF (note, this may
require some enhancements to the publish
process)

Des

The wording of the "Contact Us by phone" Y 11/5/2010 Des

section has changed (as per prototype)
The headings "Contact us Online and Contact us Y 11/5/2010 Des
by Phone" have a capital "U" for "Us"
The label "Email me a Copy of my Enquiry" has a Y 11/5/2010 Des
capital "E" on "Enquiry"
The SLA text is as per the prototype Y 24/5/2010 Des
The required field markers are a bit bigger Y 11/5/2010 Des
(1.2em) and there is an explanation of what
they mean at the bottom of the blue box (see
prototype)
There is an option to specify my Organisation Y 11/5/2010 Des
Name (not mandatory, default blank)
There is an option to specify my Organisation Y 11/5/2010 Des
Code (not mandatory, default blank)
If I am logged in, both the above fields are pre- N 11/5/2010 Des
populated
Des
The email subject line says "PQR App", not N 11/5/2010 Des
"PQRT" and is suffixed with "query"
The email includes the org name and org code N 11/5/2010 Des
specified

The system displays Register Step 1 Y 11/5/2010 Des

There is *not* a link through to the ODS Online Y 6/5/2010 Des
Enquiries facility
The last para says if I don't know the above Y 6/5/2010 Des
information the contact us, with a link through
to the Contact Us page

There is a (gray) "Contact Us" button after the Y Des

Next button which also goes to the Contact Us
page
The "Next" button is yellow Y 11/5/2010 Des

The system displays Register Step 2 Y 11/5/2010 Des

The "Next" button is yellow Y 11/5/2010 Des

The system displays Register Step 3 (see Y 11/5/2010 Des

prototype "register_3b.html"
The system tells me that it cannot provide Y 11/5/2010 Des
contact details for the local admin for security
reasons
There is a (yellow) "Contact Us" button after the Y 11/5/2010 Des
Next button which also goes to the Contact Us
page

The system displays Register Step 2 Y 11/5/2010 Des

The system tells me that it didn't recognise the Y 11/5/2010 Des
org code (see prototype "register_2b.html")
The system gives me options to go back or Y 11/5/2010 Des
contact us (hyperlink to Contact Us page)
There is a (yellow) "Contact Us" button after the Y 11/5/2010 Des
Next button which also goes to the Contact Us
page
There is no "Next" button Y 11/5/2010 Des

The system displays Register Step 2 Y 11/5/2010 Des

The system tells me that it couldn't find a Y 11/5/2010 Des
uniquely matching organisation (see prototype
"register_2c.html")

The system gives me options to go back or Y 11/5/2010 Des

contact us (hyperlink to Contact Us page)
There is a (yellow) "Contact Us" button after the Y 11/5/2010 Des
Next button which also goes to the Contact Us
page
There is no "Next" button Y 11/5/2010 Des

The system displays a validation error telling me N 11/5/2010 Des

I must enter one or the other

Des

The log in button is yellow Y 11/5/2010 Des

The "Register Now" button is labelled "Register" Y 11/5/2010 Des
(less emphasis on ability to do it right now)
The register button is yellow Y 11/5/2010 Des
The context help icon for "Organisation Code" is Y N/A Des
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)

Des
The "At a Glance" section includes a "User Y 11/5/2010 Des
Details" table containing the followiong data:

- user name Y 11/5/2010 Des

- organisation name Y 11/5/2010 Des
- user email address Y 11/5/2010 Des
- user phone number Y 11/5/2010 Des
- last log in Y 11/5/2010

Below the table there is an option to update my Y 11/5/2010 Des

user details (links through to the "update user
details" page

The user details panel (in the nav bar) does not Y 11/5/2010 Des
include my email address and phone number
The user details panel (in the nav bar) does not Y 11/5/2010 Des
include an option to update my user details
The "At a Glance" section includes a "Current Y 11/5/2010 Des
Assessment" table containing the followiong
data:
- Version Y 11/5/2010 Des

- Status Y 11/5/2010 Des

- Next deadline Y 11/5/2010 Des
Below the table there is a (yellow) button Y 11/5/2010 Des
labelled "Go To The Assessments Page" which
links through to the assessment summary page

If this is not the latest version of my assessment, Y N/A Des

the system tells me (no functional change but
see prototype for new wording)

The "New Users..." section is at the top, above Y 24/5/2010 Des

the "At a Glance..." section

The system displays a list of all my assessments Y 11/5/2010 CMC

(there will always be at least one assessment)
The assessments are ordered by creation date Y 11/5/2010 CMC
(i.e. Primary key), most recent first

The system validates that I am *not* using the Y 11/5/2010 CMC

"simplified interface"
For each assessment, the system does the
following:
The system validates that the assessment is not Y 11/5/2010 CMC
yet approved
If the assessment is not the latest version of my Y 11/5/2010 CMC
assessment, the system warns me that it is out
of date (see prototype for new wording)

The system displays the following "headline"

information:
- Assessment Ref Y 11/5/2010 CMC
- Status Y 11/5/2010 CMC
- Next Deadline (unless already submitted) Y 11/5/2010 CMC
The system displays the following "widget
status" information:
- No. of reqts "not answered" (aka not started) Y 11/5/2010 CMC
- No. of reqts "answered" (aka in progress" Y 11/5/2010 CMC
- No. of reqts marked complete Y 11/5/2010 CMC
- No. of reqts confirmed complete Y 11/5/2010 CMC
The above figures include reqts marked NR or EX N/A 11/5/2010 CMC
The system displays the following "score"
information:
- Current score Y 11/5/2010 CMC
- Target score (only if I have set any target Y 11/5/2010 CMC
scores)
- Current grade (in v8 or v7 notation as Y 11/5/2010 CMC
appropriate)
- Target grade (in v8 or v7 notation as Y 11/5/2010 CMC
appropriate) (only if I have set any target scores)

Current and target grade are colour-coded Y 11/5/2010 CMC

RAGRed, RAGAmber or RAGGreen as
appropriate
There is context help for current/target score Y 11/5/2010 CMC
and current/target grade (keys as per prototype)

Ther context help for current/target grade Y 11/5/2010 CMC

relates to v8 or v7 notation as appropriate
There is an option to view the assessment status Y 11/5/2010 CMC
history (no change)

The system validates that the assessment is not Y 11/5/2010 CMC

yet "locked down" (confirmed for non-simplified
interface or submitted for simplified interface)

There is an option to "Work On This Y 11/5/2010 CMC

Assessment" (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
The "Work On This Assessment" button is yellow Y 11/5/2010 CMC
unless another button is yellow (see below),
otherwise it is gray
If I am in a position to perform a baseline or PU Y 11/5/2010 CMC
(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
If I am in a position to perform a confirm or final Y 11/5/2010 CMC
submission then the relevant submission button
(confirm, submit) is yellow

If present, the "Performance Update" button is Y 11/5/2010 CMC

labelled "Submit Performance Update"
If present, the "Baseline" button is labelled Y 11/5/2010 CMC
"Submit Baseline"

Proceed as per main flow except:

- don't display reqts marked complete N 11/5/2010 CMC
- don't display reqts confirmed complete N 11/5/2010 CMC

Proceed as per main flow except:

- don't display Next Deadline N 11/5/2010 CMC
- don't display "widget status" information N 11/5/2010 CMC

Proceed as per main flow except:

- the system displays "view details" instead of N 11/5/2010 CMC
"Work on This Assessment"

Proceed as per main flow except:

- the system displays "view details" instead of N 11/5/2010 CMC
"Work on This Assessment" (regardless of
assessment status)
The available "state change" buttons are N 11/5/2010 CMC
appropriate for an XYZ ABC user

If the Approve button is present then it is yellow N 11/5/2010 CMC

The system validates that I have an in-progress N 11/5/2010 CMC

assessment that hasn't yet been submitted
The system validates that the next stage for my N 11/5/2010 CMC
assessment is a baseline but that it is not yet
ready for a baseline (because not all widgets
answereed)
The system validates that I have the necessary N 11/5/2010 CMC
permissions to perform a baseline
The system displays the "Submit Baseline" Y 11/5/2010 CMC
button but it is disabled
The tooltip on the "Submit Baseline" button says Y 11/5/2010 CMC
"You cannot submit a baseline until all widgets
have been answered"

The system validates that the next stage for my N 11/5/2010 CMC
assessment is confirmation but that it is not yet
ready for confirmation (because not all widgets
confirmed complete)

The system validates that I have the necessary N 11/5/2010 CMC

permissions to perform a confirm
The system displays the "Confirm" button but it N 11/5/2010 CMC
is disabled
The tooltip on the "Confirm" button says "You N 11/5/2010 CMC
cannot confirm this assessment until all
individual widgets have been confirmed
complete"
The system validates that the next stage for my N 11/5/2010 CMC
assessment is final submission but that it is not
yet ready for submission (because not all
widgets answered)

The system validates that I have the necessary N 11/5/2010 CMC

permissions to submit
The system displays the "Submit" button but it is N 11/5/2010 CMC
disabled
The tooltip on the "Submit" button says "You N 11/5/2010 CMC
cannot submit this assessment until all widgets
have been answered"

The system displays the "Widgets List" page Y 11/5/2010 RJM done
The page title is: Y 11/5/2010 RJM done
h1:
"Version <version> (<start year>-<end year>)
Assessment"
h2:
"Widgets List"

The table headings and look and feel of the page Y 11/5/2010 RJM done
and table are as per the prototype
("widgets_list_acute_logged_in.html")
The PQRAF pass/fail icons in the "Attainment Y 24/5/2010 RJM done
Level" column are top-aligned. To do this, insert
style="vertical-align:top;" within the <img> tag.

The widget status for a "not started" widget is Y 11/5/2010 RJM done
displayed as "Not Answered" (yes, it's a u-turn!)
The widget status for an "in progress" widget is Y 11/5/2010 RJM done
displayed as "Answered" (yes, it's a u-turn!)
The widget descriptions are *not* clickable Y 11/5/2010 RJM done
For each widget there is a button (in a separate Y 11/5/2010 RJM done
column) which links through to the widget
details page

If the widget is "not answered" then the button Y 24/5/2010 RJM done
label is "Answer"
If the widget is "not answered" then the button Y 24/5/2010 RJM done
label is "Edit"
If there are any widgets that are "not Y 11/5/2010 RJM done
answered", the button for the topmost one is
coloured yellow
There is an option "Back To Assessments page" Y 24/5/2010 RJM done
(button) - links back to the Assessments page
If the assessment is "ready to advance" i.e. If the N 24/5/2010 done
"next stage" button on the Assessment
Syummary page would be displayed in yellow
then the "Back To Assessments Page" button is
yellow
If I am in a position to perform a final N 24/5/2010 RJM done
submission, 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)

The links "Printable version", "Downloads and Y 24/5/2010 RJM done

booklets" and "Assign widget owners" (if
available to the current user) are positioned on
a single line as per prototype.

The system displays the printable version (no 27/5/2010 RJM done
change)
The page title is as per the non-printable version 27/5/2010 RJM done
of the page

As per main flow except:

The widget details button labels are all "View" N 24/5/2010 RJM done

As per main flow except:

The widget details button labels are all "View" N 24/5/2010 RJM done
As per main flow (where applicable outside of
an assessment) except:
The page title is: Y 27/5/2010 RJM done
h1:
"Acute Trust Version <version> (<start year>-
<end year>)"
h2:
"Widgets List"

The table headings and look and feel of the page 27/5/2010 RJM done
and table are as per the prototype
("widgets_list_acute.html")

All pages have <h1> headings (some currently N N/A Des 22/06: Implemented
have no headings)
All buttons are styled as per prototype (unless Y 11/5/2010 done
otherwise stated in a specific story, all buttons
are gray, not yellow).

If there are any yellow buttons in the page, the N 24/6/2010 Des 25/06: Implemented
first yellow button is the default button.
The Nav Bar options have (standard) tooltips as Y 11/5/2010 Des 22/06: Implemented
per the prototype (index.html and
index_logged_in.html)

All font sizes are relative, to allow users the Y N/A

option to change the font size via their browser

All alert boxes are yellow instead of pink Y 11/5/2010 done

Hyperlinks within the breadcrumb are Y 24/6/2010 Medium
underlined by default and the underline
disappears on hover
The logos in the header bar have sharper Y 24/6/2010 done
definition (see prototype)
The title in the header bar matches the font for Y 24/6/2010 done
the rest of the site
There are various stylesheet changes (Tony to Y N/A
provide updated versions of master.css and
igt.widgets.css)

When a modal pop-up is displayed, the main N N/A Des 23/06: Implemented
page fades to dark, not to white
On all modal pop-ups, the background colour for N N/A Des 23/06: Implemented
the button bar is the same as for the rest of the
pop-up

The blue colour below the nav bar and around Y 11/5/2010
the bottom of the page is a little lighter
All context help icons are top-aligned Y N/A
The context help icons (normal and alternate) Y N/A done
are as per the prototype
All errors and warnings use the "info" icon as Y Des 22/06: Implemented
per 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)

The PQRAF pass/fail icons are as per the Y done

prototype
Context help HTML formatting - see Register N N/A N/A done
Step 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
Transparent PNGs don't work in IE6 - keep them N N/A N/A High
as PNGs but use a workaround (see google for
details!)

ISO/IEC page - make main title an <h1> tag N N/A N/A Des 22/06: Implemented
On the Create Organisation page change N N/A N/A Des 22/06: Implemented
"National Code" to "Organisation Code"

What's New - in IE6 the separator bar is about N N/A N/A

10 px deep. Note there is a related defect to
format as per prototype somewhere

All field sets use <table class="dataLayout"> for Y N/A N/A done
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

The system validates that my organisation is in a N 11/5/2010 CMC

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
The system automatically creates an assessment N 11/5/2010 CMC
for me. Note that this already happens for the
simplified interface, so this is only a change for
non-simplified interface

The system validates that I am in a position to N 24/5/2010 CMC

delete the current assessment (no change)
The system provides an option to "Reset" the Y 24/5/2010 CMC
assessment (previously "Delete"

The system deletes the assessment (no change) N 24/5/2010 CMC

The system automatically creates a new N 24/5/2010 CMC
assessment of the same version (as per auto-
create above)

There is an option to view the quick start guide Y 24/5/2010 RJM done

The system displays the quick start guide page Y 24/5/2010 RJM done
(in a new window)
The page content is as per the prototype Y 24/5/2010 RJM done
(including images)
There is an option to print the page (selecting Y 24/5/2010 RJM done
this triggers the print dialog)

There is an option to view the quick start guide Y 24/5/2010 RJM done
(within the "New Users" panel) - see prototype
for "stronger" wording

The system displays the quick start guide page Y 24/5/2010 RJM done
(in a new window)

There is an option to view the quick start guide Y 24/5/2010 RJM done
(within the "New Users" panel) - see prototype
for "stronger" wording

The system displays the quick start guide page Y 24/5/2010 RJM done
(in a new window)

Performance Progress Report - when logged in N N/A N/A CMC Done

as XYZ ABC and viewing the PPR of another
organisation, the report shows the XYZ ABC
admin, whereas it should show the reported org
admin
Admin page - typo on "User Admin" line N N/A N/A CMC Done
Resources page - make Downloads the topmost N N/A N/A CMC Done
link (only if avialable to user)
PPR report (individual) - needs gaps between N N/A N/A CMC Done
the 3 tables (currently merged together)
ABC org admin page - make sure hyperlinks are N N/A N/A CMC Done
on separate lines (or separated by a bar
character)
The alert box on the Home Page says "PQRT N N/A N/A CMC Done
Version 8 Beta Test", and there are two links -
one to the "Trust Phase 2 test script" and one to
"XYZ test script".

Assessment report org chooser - change table N N/A N/A CMC Done
heading "National Code" to "Organisation Code"
Knowledge base page - include file type and size Y N/A N/A CMC Done
after filename for internal files (as per widget
details page)

Reports page: improvement plan and evidence N N/A N/A CMC Done. CMC:Also fixed security hole
report to appear after PPR with Improvement plan report
whereby querystring params could be
spoofed to view another organisations
report
Assessment Summary page - in Google Chrome Y N/A N/A Done
the button bar sticks out of the bottom of the
blue <div>. OK in prototype.

Publish process - the text "[DRAFT] is prefixed to N N/A N/A Done

the Question Text field". This is to support beta
test phase 2 and will need to be removed for go-
live (so make it configurable if you like)

glossary.pdf, contextHelp.xml and N N/A N/A CMC CMC:Very much agree, Done
contextHelp.xsd should probably *not* be
published to the folder KnowledgeBaseNew
(which is supposed to be for knowledge base
docs)

The system provides the option to add details N 27/5/2010 RJM done
for the action
The method of input is easier to use than N 27/5/2010 RJM done
current 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".

It is still possible to enter a date by typing rather N 27/5/2010 RJM done

than only via the calendar selector
It is still possible to mark the action as complete N 27/5/2010 RJM done
without going via a pop-up

The system provides the option to edit details N 27/5/2010 RJM done
for the action
As per "add", the method of input is easier to N 27/5/2010 RJM done
use than current.

If my email address is too long (e.g. N N/A N/A THMA Medium

[email protected]) 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
Widget Details page (Req 202), IE6: scroll down N N/A N/A Low
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.

If the widget is *not* a key widget, the "Key N/A N/A N/A Low
Widget" box in the header panel should *not*
be coloured in yellow

In IE6, req't 210 (not logged in), the main N/A N/A N/A Medium
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.

Resources page - ISO/IEC link - mis-spelling of N/A N/A N/A Medium

"access"
(IE6) Contact Us page - Organisation Type N/A N/A N/A Low
context help pop-up appears behind the Subject
drop-down field

On the widget details page, if I change the N/A N/A N/A Medium
target date, the save button is not enabled
Widgets list screen, for older assessments (or N/A N/A N/A Medium
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 doesn’t
look as if it’s allowing for the extra row(s) for the
comments.

If you log in as CfH go to the Assessments option N/A N/A N/A Medium
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 it’s lost
the details of what organisation was being
viewed.
On widgets details page had a problem that N/A N/A N/A Medium
when logged on as CfH user if set a widget to
Exempt and click Next or Prev button to save it,
it doesn’t get saved.

Widgets List page - if I am working on an N/A N/A N/A Low

assessment and there is a widget marked Not
Relevant or Exempt, the button says "View"
instead of "Edit"

As a.test:gp, completed all widgets then N/A N/A N/A High

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)

PQRAF statement hidden behind nav bar in IE6 N N/A N/A High
Javascript error when trying to define new info N N/A N/A High
mapping report (see CC for details)
On UAT site, created a new user "test" under N N/A N/A High
org "RVV" with just user permissions. Attempted
to edit user and got a server error. Other
(existing) users can be edited OK.

Assessments page very slow to load, especially N N/A N/A High

for orgs with a full assessment history going
back to v1
Widgets List page very slow to load, especially N N/A N/A High
for orgs with a full assessment history going
back to v1
About page - "HS" should be "XYZ" N N/A N/A Low
in UAT, v8 baseline deadline is showing as 31 N N/A N/A High
July - I think it should be 31 Oct 2010
in UAT, with full widget set, the Improvement N/A N/A N/A Withdrawn - couldn't re-create
Plan Report pop-up very slow to load (probably
slower due to having full reqt set)
In UAT: Not logged in, select N/A N/A N/A Fixed
Reports/Assessment Report. Search for
KMH123, click "Report" and get a system error.
Other orgs are OK. KMH123 is a test org created
by Kim Hobday
In UAT, Contact Us page, not logged in, fill in N/A N/A N/A Medium
contact form and submit - Org Name, Org Code
not being included on email

Improvement Plan report - Incomplete Items N/A N/A N/A Medium

Only - widget was not yet answered and target
not set - and it wasn't included in the report - I EP - This seems to have rectified itself.
would expect it to assume current level 0 and Perhaps with a subsequent fix for
target level 3 and thus show all criteria in levels another defect.
1, 2 and 3 (subject to rules on Level 3
Maintenance)

Improvement Plan report pop-up - context help N/A N/A N/A Medium
icon image filenames are wrong - is this because
PNGs have changed to GIFs?

Org a.test:sc - answered all widgets then went N/A N/A N/A Medium
to Req List page. It displayed the "submit now"
panel which was supposed to have been
removed.
In IE6 it is possible to tick attainment criteria (for N/A N/A N/A High
an acute org) - details from Ellie or Richard
Create new user as an Org Admin (Acute, XYZ or N/A N/A N/A Low
any other type) - the system should only present
the "General New User" email template, and not
the "PQRScO Applicant" email template

Req Details page - system error when clicking N/A N/A N/A High
"Next" (intermittant) - screenshot of error
message sent to RJM on 10/06/2010
Evidence Location pop-up - if I specify "Local N/A N/A N/A High
File" 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.

Quick Start Guide - missing word: "The PQR App N/A N/A N/A Low
has been designed to be used..."
Evidence upload: uploaded Word doc then N/A N/A N/A Medium
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!

Improvement Plan Report - if no records, you N/A N/A N/A Low

get the message "There aren't any record to
generate..." Record should be plural i.e.
Records.
About page: Change the sentence N/A N/A N/A Low
“Organisations 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.”

About page: Change hyperlink text Guidance N/A N/A N/A Low
about Compliance: Essential standards of quality
and safety to Essential standards of quality and
safety
IE6, one of the beta testers: Assessment report - N/A N/A N/A High
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)

Beta tester: Evidence location pop-up: Uploaded N/A N/A N/A Medium
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"!

Improvement Plan Admin: Only widget owners N/A N/A N/A High
that have started the widgets are listed. Need
this changed to those that are ’not answered’ as
well
Req List/Req Details - click yellow "Answer" N/A N/A N/A High
button and get system error "Invalid postback or
callback argument" (full error sent in email to
RJM/CC on 11/6)

Assessment Report in UAT - org code RDE, N/A N/A N/A High
compare with v1, not showing result for v2
assessment even though it is displayed on
Assessment Summary page

HTML markup within the Evidence Required N/A N/A N/A Low
field of the yellow evidence table is being
displayed raw e.g. "<strong>Blah blah
blah</strong>"(example req 203 criterion 2a)
Req List page, logged in as nhscfh - viewing N/A N/A N/A Low
assessments for org a.test:acute, the "Back to
Assessments Page" button takes me the
assessments page but with no assessment data
showing

As a CTP, when I have answered all req'ts I am N/A N/A N/A Medium
still getting the Submit panel on the Req List
page. This needs to go.

Logged into UAT as nhscfh user (elpe) and I go N/A N/A N/A
to 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

Interestingly this does not occur in sys test

environment.

Downloads - download ZIP and try to open PDFs N/A N/A N/A High
- PDFs won't open (OK in WinRAR but not
Windows Explorer)

PDF version of req't (and probably booklets too) N/A N/A N/A Medium
- Changes section always blank even when there
are changes in the online widget - presume the
publish process isn't populating the XML file
correctly
PDF booklet - widgets not being ordered by req't N/A N/A N/A Medium
number (e.g. 116 and 324 are out of order at
the end)
[email from Rees Cox, sent to RJM/CMC] N/A N/A N/A High - Ellie can re-create this
IE8, UAT env't - Req Details page (logged in) - consistently
reqt 8603 - expand Attainment Levels then EP - retest with latest UAT build
expand Guidance. Blue boxes obscure the (25/06) and looks fine now.
guidance text

Resources -> Knowledgebase Archive -> Search N/A N/A N/A Withdrawn - environment issue due to
(without specifying text) -> Exception Details: MS Index Server not being installed on
System.Data.OleDb.OleDbException: Service is test server - not worth installing to
not running. test. Chris promises it will be Okk in
live
Log on as acute trust user with no permissions. Medium
"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)
Registratuion Step 7 - the two yellow alert boxes N/A N/A N/A Low
need the "!" icon adding (use <div
class="infoMessage">)

On the Forgotten User Details screen the N/A N/A N/A Low
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

Logged in as XYZABC, Assessments ->Select org - N/A N/A N/A Medium

> 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
Attempt to upload virus-infected file and then N/A N/A N/A Medium
attempt to upload a normal file immediately EP - Tested in IE7
afterwards. Get error re. startIndex (see eamil
from Pete Spence, 22/06)

Req Details page, not logged in - NR option not N/A N/A N/A Medium
showing for reqt which allows NR

Whats new articles should show the date only, N/A N/A N/A Low
and not the time

PDFs (individual and booklets) - Not Relevant N/A N/A N/A Medium
Reason not appearing in the Attainment Levels
table

In UAT: v8 acute assessment says "2010-1" N/A N/A N/A Medium

(defect previously raised but through to only
affect test data)

Click "Register" - the system displays register N/A N/A N/A High
step 7!
Home page (logged in) - Help On Assessments N/A N/A N/A Medium
link doesn't work - suggest removing the link for
now
Widgets XL download - Report and Calculations N/A N/A N/A Medium
tabs need removing
Noticed now that when I click to open an N/A N/A N/A Medium
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.
Opened up an improvement plan and clicked to N/A N/A N/A High
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

There is an option to view widgets for a new org N 27/5/2010 N/A

type: "Eye Care Service" (code "EYE")
Properties of eye care org type are as per thingy N 27/5/2010 N/A

The first element within the <body> of each Y N/A N/A

page should be an <h1> containing the site title
"Information Governance App"

First set of links "DH Home, XYZ ABC Home, etc." Y N/A N/A
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.
All data input fields with a label should have the Y N/A N/A
label marked up with the <label> tag, and the
<label> tag should have a 'for="**"' element
referring to the ID of the labelled element
On the Widgets List page, when viewing my own N N/A N/A Low
assessment, if the assessment is "locked" i.e.
Status of "confirmed" or later, there is *not* an
option to add or amend requireemnt owners

Contact Us page - probably need to remove link N N/A N/A High

to FAQ since we aren't going to have any FAQ
(leave this until confirmed)

Assessments page - for each (v8+) assessment Y 24/6/2010 Des 18/06: Implemented
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 Y N/A N/A Low
whitespace gaps between the Attainment Level
description and the <hr> tag. Likewise for
Attainment Criteria. These don't appear in IE7

Assessment Summary page - when I click N N/A N/A RJM done

"Reset", the wording on the warning pop-up
makes it clear that it will create me a latest
version assessment
Home page (logged in) and Assessment N N/A N/A Medium
Summary page - wording re. out-of-date
assessment should refer to "Reset" instead of
"Delete"
Home Page/At a Glance/Last Log In - if last log in N N/A N/A Low
was today, display "Today" abd then the time
New user and password emails - URL links to site N N/A N/A Medium
at bottom of email need updating (currently
refer to GettingStartedChooser.aspx) - change
them to point to the home page

Put a link to "Change Password" page from N N/A N/A Des 18/06: Implemented
"Update User Details" page
Unless there's a good reason not to, can we N N/A N/A Des 18/06: Implemented
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

Assessment Summary page - "view history" link - N N/A N/A Low

exclude brackets from hyperlink
Improvement Plan pop-up - add a "Print this N N/A N/A Des 16/06: Implemented
page" link jsut below the title which triggers the
browser print function (see quickstart.html for a
cut&paste example)

Glossary PDF - don't break table rows across N N/A N/A Done
pages
Widget PDF filenames - change reqt no from 4 N N/A N/A Low
digits to 3

The system displays the Assessment Report Y 14/6/2010 CMC

Criteria page
There is an sub-option under "break down by Y 14/6/2010 CMC
attainment level" which is to include a pie chart
The sub-option is disabled N 14/6/2010 CMC
The sub-option is now enabled N 14/6/2010 CMC

The report includes a pie chart below the data Y 14/6/2010 CMC
table
The pie chart references the attainment level Y 14/6/2010 CMC
break down for the current/final scores on the
selected assessment (not any historical
assessments also in the report)

The formatting and segment colours are as per Y 14/6/2010 CMC CMC: Have slightly changed the
the prototype segment colours as thought the Not
Relevant/Exmpt/Not Answered
segments were'nt clear.

The pie chart title is as per the prototype Y 14/6/2010 CMC

If I selected breakdown by initiativwe, there is Y 14/6/2010 CMC CMC: Note only a chart for an initiative
one pie chart for each initiative and one for if that initiative contains break down
overall for the main assessment, can be
instances where it isn't e.g. when
displaying historical initiative which no
longer exist for current assessments
Each widget number has a prefix of the major Y 14/6/2010 CMC Done
version number and a dash e.g. "8-101"

The widget number has a prefix of the major Y 14/6/2010 CMC Done
version number and a dash e.g. "8-101"

The widget number has a prefix of the major Y 14/6/2010 THMA

version number and a dash e.g. "8-101"

Each widget number on the contents page has a N 14/6/2010 THMA XSL updates available from Tony on
prefix of the major version number and a dash request
e.g. "8-101"

Each widget number on the individual widget N 14/6/2010 THMA XSL updates available from Tony on
pages has a prefix of the major version number request
and a dash e.g. "8-101"

Each widget number on the list tab has a prefix Y 14/6/2010 THMA
of the major version number and a dash e.g. "8-
101"
Each widget number on the details tab has a Y 14/6/2010 THMA
prefix of the major version number and a dash
e.g. "8-101"

No prefixes on the req numbers Y 14/6/2010 CMC Done

There is an option to view the Improvement Y 24/6/2010 nili done

Plannign help topic (order and wording as per
prototype)
Improvement Planning help topic displayed in Y 24/6/2010 nili
new window
Content as per prototype including images Y 24/6/2010 nili
There is an option to print the page at the top of Y 24/6/2010 nili
the page (which triggers the standar print
dialog)
There is an option to close the window at the Y 24/6/2010 nili
bottom of the page (which closes the window)

There is an option to view the Improvement Y 24/6/2010 nili

Planning help topic (style as per prototype)

Improvement Planning help topic displayed in Y 24/6/2010 nili

new window

There is an option to view the Improvement Y 24/6/2010 nili

Planning help topic (style as per prototype)

Improvement Planning help topic displayed in Y 24/6/2010 nili

new window

There is an option to view the Improvement Y 24/6/2010 nili

Planning help topic (style as per prototype)

Improvement Planning help topic displayed in Y 24/6/2010 nili

new window

There is an option to view the Organisation Y 24/6/2010 nil nili: help page only seems to include
Types help topic (order and wording as per CTPs & XYZ BP's
prototype)
Organisation Types help topic displayed in new Y 24/6/2010 nili
window
Content as per prototype including images Y 24/6/2010
There is an option to print the page at the top of Y 24/6/2010 nili
the page (which triggers the standar print
dialog)
There is an option to print the page at the nili
bottom of the page (which triggers the standar
print dialog)
There is an option to close the window at the Y 24/6/2010 nili
bottom of the page (which closes the window)

There is an option to view the Organisation Y 24/6/2010 nili

Types help topic (style as per prototype)

Organisation Types help topic displayed in new Y 24/6/2010 nili

window

There is an option to view the Organisation N 24/6/2010 nili

Types help topic (not prototyped)

Organisation Types help topic displayed in new Y 24/6/2010 nili

window

There is a link to Assessment help for XYZs etc. Y 24/6/2010 nili

There is a link to Assessment help for Trusts etc. Y 24/6/2010 nili
There is a link to Assessment help for Social Care Y 24/6/2010 nili
etc.

The relevant help topic opens in a new window Y 24/6/2010 nili

Content as per prototype including images Y 25/6/2010 nili
There is an option to print the page at the top of Y 26/6/2010 nili
the page (which triggers the standar print
dialog)
There is an option to print the page at the Y 27/6/2010 nili
bottom of the page (which triggers the standar
print dialog)
There is an option to close the window at the Y 28/6/2010 nili
bottom of the page (which closes the window)

The content is as per the prototype (needs Y 28/6/2010 nili

updating)
At the bottom there are links to the three Y 28/6/2010 nili
assessment help topics
Each link opens the relevant heop topic in a new Y 28/6/2010 nili
window

The following styles render as per the prototype 28/6/2010 nili

(see master_delta.css for definitions):
- p.screenshot
- #mainContent.helpPage h2
- #mainContent.helpPage h2.mainSubHeading

The system displays the Evidence Location pop- Y 24/6/2010 done

up
The "Uploaded" option is changed to "Upload Y 24/6/2010 done
File"
 25/06 EP - WHAT I ACTUALLY MEANT
TO WRITE WAS:

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.

The "Local File" option is no longer available Y 24/6/2010 done

The "Upload New File" button is above the Y 24/6/2010 done

"Uploaded File" drop-down
The context help icon to the RHS of the "Upload Y 24/6/2010 done
New File" button has tag
"evidenceLocationUploadNewFile"

The context help icon to the RHS of the Y 24/6/2010 done

"Uploaded File" button has tag
"evidenceLocationUploadedFile"

The default option for Uploaded File is "[Select a Y 24/6/2010 done

previously uploaded file]" EP - Only if one file is uploaded and
available to select
There is a context help icon to the RHS of the Y 24/6/2010 done
"View" button, tag
evidenceLocationIntranetView (intranet only,
not internet)
The context help file has been updated to cover Y 24/6/2010 done
the new tags mentioend above
24/6/2010

The system displays the "expanders" call-out (no N 24/6/2010

change)
The system does not display the "Attainment N 24/6/2010
Levels" call-out

The system displays the "Attainment Levels" N 24/6/2010 done

call-out
The system displays a call-out on the expander N 24/6/2010 done
for Attainment Level 1 saying something like EP - System automatically expands this
"Click here to view the attainment criteria." section

Instead of the warning pop-up, the system N 24/6/2010 done

displays a warning call-out (including the
standard "close" and "don't show me this again"
options

Instead of the warning pop-up, the system N 24/6/2010 done

displays a warning call-out (including the
standard "close" and "don't show me this again"
options
Assessment report XLS - change the filename N N/A N/A Low
suffix to format yyyy_mm_dd_hh_mm_ss so
that multiple saved files would appear in date
order in Windows Explorer

XYZ ABC users shouldn't really get the yellow N N/A N/A Done
buttons on the Req List and Req Details pages
Rename the Assessments page to "Assessment N 24/6/2010 N/A Done
Summary". This should affect the <h1> tag and
also the breadcrumb

On the home page, relabel the "Go To The N 24/6/2010 N/A Done
Assessments Page" button to "Go To The
Assessments Section"

On the Req Details page, the label "Widget N 24/6/2010 N/A Done
Confirmed" needs to be "Widget Confirmed
Complete"
Change text on submission email from the N 24/6/2010 N/A Low
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.

Changes to igt.widgets.css as per prototype file Y N/A N/A Done

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!

Update Organisation Type help page (see Y 5/7/2010 N/A Low. CMC: Also changes so open all
prototype) help pages in a window without
toolbars etc

Downloads page - large file size warning should N N/A N/A Low
only be displayed for files larger than 1MB
Rename What's New page to "News" - also N 5/7/2010 N/A Low
rename the Nav Bar menu too (the tooltip is OK
though)

Archive various articles on the "What's New" N 5/7/2010 N/A Low

page (see email from Magi Nwolie 28/06/2010)
Bulk Email Create page - page loads and N N/A N/A Low: CMC Is a more generalised issue
immediately scrolls down to bottom - presume in that Des made the yellow button
bacsue default button is the Create button and the default button by always focusing
it wants to get it on the page. Can we change it on it. This causes the page to jump to
somehow so that the top of the page displays the button. Is also apparent in other
initially 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.

Assessment Report: if no reports available, put N N/A N/A Low

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 :)

Knowledge Base search - below the keywords N N/A N/A Low

input field add "(only shows results where
<strong>all</strong> keywords match)".
See prototype for styling

Improvement Plan and Evidence Report - add Y N/A N/A Medium

the date - see prototype for wording and styling
Org type Prison Health Unit needs changing N N/A N/A Low. CMC: Changed wording in some
back to Prison Health (feedback from prison help files as well (sent mail to TOHE to
staff apparently!) update his opies)

Some KB docs are in .XLSX/.DOCX format and N N/A N/A Medium

need converting to XLS/DOC and re-publishing
to the toolkit (Magi to update RATty DB and
convert docs)
When increase browser text size, top menu links N N/A N/A Low: CMC Have fixed font sizes for
and nav bar links overspill. Not sure what the navigation headers etc as was
best way is to fix this - make them fixed size? unuseable anyway if increased text
size

About page: update "Who has to carry out an N N/A N/A Low: CMC, couldn't actually see any
information governance assessment?" section - difference ? Have also changed
content as per prototype. 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

Widgets List page: link to downloads should not N N/A N/A Medium
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).
ISO/IEC 27002:2005 - rename page to "BS ISO Y N/A N/A Low
27000 Series of Information Secuerity
Standards", including link on Resources page.
Breadcrumb can be shortened to "BS ISO 27000
Series"
Quick Start Guide: Y N/A N/A Low
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!)

Assessment report - preamble para - change Y N/A N/A Low

"RAG status" to "grade". Also on Report chooser
page
Req Details page - add whitespace between N N/A N/A Low
"Add other edidence" and the context help icon.
Ditto "Add an action" and context help icon
Evidence Location pop-up, Upload File option, N N/A N/A Low
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"

Assessment Summary page: make the N N/A N/A Low

assessment status larger - font-size 1.2em (see
prototype for styling)

Reqt Owners page - add a Save button to the N N/A N/A Low
top as well as at the bottom. Also
Req Owners page: Owner column: context help - N N/A N/A Low
change tag to "widgetOwnerEditable" and get
latest context help file

Req Owners page - add a "Cancel" button which N N/A N/A Low
returns to the Req List page without saving
changes
Req Owners page - add white space between N N/A N/A Low
the table and the Save button. In the prototype I
have a class "buttons" defined in
master_delta.css
Req Owners page - change table style to match N N/A N/A Low
that on Req List page
Req Details page - evidence bullet list - second Y N/A N/A TH Done by TH via chanegs to
and subsequent lines need to be indented igt.widgets.css
Downloads page - XLS download - change ".XLS" Y N/A N/A Low
to just "XLS"
Further updates to Assessment Help (simplified Y N/A N/A CMC Low
and Social Care) as per email from TH to CMC on
19/07/2010 (ref. Magi)

Info Mapping pages need styling e.g. Tabbed N N/A N/A Low
control with no borders (ref. Niall)
System Error page - make it not log the user out Y N/A N/A Low
if possible
System Error page - in test environment only, Y N/A N/A Low
provide direct link to the error display page
System Error display page - make the system Y N/A N/A Low
cauture and display date & time the error
occurred
News Article page - change "Back to What's New Y N/A N/A Low
page" to "Back to News page"

On the Assessments Page, click "Work on this N N/A N/A High

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.

Problem in live, ok in UAT: Create new user. N N/A N/A Medium

Once 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.
In live: create bulk email; add attachment; view N N/A N/A Medium
attachment - attachment not shown. Also click
save bulk email and get an error (says Des)

Improvement Plan Report - context help icon N N/A N/A Low

not being displayed
Improvement Plan report - can't view evidence N N/A N/A Medium
files - get permissions error (when logged in as
XYZ ABC viewing evidence file from org code
RDE)
Assessment Report XLS - problems opening file N N/A N/A High
(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

Yellow buttons no longer yellow in Chrome N N/A N/A Low

Contact Us page: Tooltips for Org Name and Org N N/A N/A Low
Code need changing (cut & pasted from
Telephone field)

Updates needed to content of XYZ and Trust N N/A N/A Medium

assessment help as per prototype
Contact Us email - no newlines between Org N N/A N/A Low
Name, Org Type and content

Registration - step 6 - click "create account" N N/A N/A High

(thingy org type) and get system error

Assessment Report criteria - when I tick or N N/A N/A Low

untick 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.

KB items with links to toolkit e.g. Link to ISO N N/A N/A Medium
page don't work
Assessments screen - N/A N/A N/A Low
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.

Some knowledge base files are missing from the N/A N/A N/A Done
live site. Example: 4 x XLSX files in req't 8-401
including "XYZ Number standard_Training
Review Log.xlsx"
GHJ Overview Report - assessment status N/A N/A N/A Low
column - should be "Not Started" as opposed to
"Not Answered"

XL publish (when adding a new widget) needs to High

include all widgets in the XL sheet, not just the
added one.

Widgets XLS: The "Description" column on both N/A N/A N/A Medium
the Req List and Details tabs should containg the
Widget Question Text, not the Widget
Description.
Knowledge Base page - Widget dropdown is N/A N/A N/A Medium
empty
Improvement Plan Admin page - CC field - N/A N/A N/A Low
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"
Evidence upload - every time I save a widget it N/A N/A N/A CMC Medium
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
Req Details page. Add an action, type enough N/A N/A N/A Medium
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

Req Details page: the key widget image should N/A N/A N/A Low
be Key.gif, not Key.png
On live organisation RXYZ, widget 207 try and N/A N/A N/A High
view evidence against criteria 1a and you get an
error.
a.test:acute - answer level 0 on all req'ts, CMC
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"

Req 8-210 needs to be a Key Req't - fix it with a N/A 2/7/2010 N/A High
DB tweak
Evidence Location pop-up: using IE6 on Citrix, N/A N/A N/A Medium
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)

In sys test, cannot upload any evidence files - N/A N/A N/A Low
getting a virus checker error message (even for a
gif)

Bulk email send failed in live (see log for details) N N/A N/A Medium
- every 31st email address fails
On the Req Details page, if I have achieved 1a N/A N/A N/A Low
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.
Create new user (Simplified Interface) - when I N/A N/A N/A Low
create the new user it shows (greyed out) the One for CC probably
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.

Performance Progress Report - an PQRAF req't N/A N/A N/A CMC Low
which is NR or Exempt should have a green
background, not blue

On UAT, as ABC user, view assessment for org N/A N/A N/A Low
ctptest2. Unapprove it. The page is redisplayed
but the bottom of the blue box is missing.

IE7, Req Details page - top nav not showing (it's N/A N/A N/A CMC Low
OK on other pages, just this one!)

Firefox 3.5.2: yellow buttons aren't yellow, N/A N/A N/A CMC Low
unless you hover! Some problem in the CSS
perhaps?
FF 3.5.2: on an evidence item which has a N/A N/A N/A CMC Low
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.

FF 3.5.2: clicking "Add other evidence" or "Add N/A N/A N/A CMC Medium
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)
Firefox 3.6.3 - completed req't up to level 3 (did N N/A N/A CMC High
level 3 first followed by 1 and 2) but Current
Level not populated
Performance Progress Report - N/A N/A N/A Low
Interestingly, when I click on the 'Guidance' link,
the hyperlink line is removed underneath the
word 'Guidance' (although it is still a link)

Performance Progress Report - N/A N/A N/A Low

The Choose Assessment drop down - there is no
gap between that and the 'Contact'… section
below
Submit baseline (a.test:acute) - message says N/A N/A N/A Low
"go to your version 7 widgets" - should say "go
to your version 99 widgets". Message for
performance update is correct

Publish process - copying of files to web servers N/A N/A N/A Medium
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
Improvement Plan report: in live, using Chrome, N/A N/A N/A Medium
log in as XYZ ABC, select Improvement Plan and
Evidence Report, search for RDE, select Show
Report. The report window does not open.

Req Details page: the time uploaded for an N/A N/A N/A Low
evidence file gets updated every time the
widget is saved. Obviously it should remain at
the time the file was actually uploaded

Req Details page (IE6) - target date calendar N/A N/A N/A Low
icon wraps onto separate line
About page, "Who has to carry out..." section, N/A N/A N/A CMC Low
1st bullet - "HS" should be "XYZ" (sorry, my fault
- prototype was wrong)

In live (using Firefox): org NP201, req 206 - level N/A N/A N/A CMC Low
1 and 2 ticked but current level shows as blank.
Firefox: yellow buttons not yellow (only yellow N/A N/A N/A CMC Low
on hover)
Firefox: News page: RSS Feed logo on RHS too N/A N/A N/A CMC Low
low down
Assessments page: logged in as nhscfh, view N/A N/A N/A Low
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...)

The breadcrumb trail is unable to display the full N/A N/A N/A Low
trail path due to size limitation in the sites
design.

Get error when viewing widgets details page N/A N/A N/A Medium
when not logged in if just open the page directly
from previously saved breadcrumb without
navigating through the site
Can mark a widget as exempt even though the N/A N/A N/A CMC Medium
assessment is submitted

When a requrement has been exempted if you N/A N/A N/A CMC Medium
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 re-
displayed even though the widget is no longer
exempt
With IE6 when expand the criteria for an N/A N/A N/A CMC Medium
attainment level the display jumps and puts the
main display below the navigation header

The system displays the user friendly "system Y N/A N/A 30/6/2010 done
error" page (see error.html in prototype)

The system displays an error reference code in Y N/A N/A 30/6/2010 done
the format "PQRT-<server code>-<ref number>"
The server code is "L" for Leeds or "E" for Exeter Y N/A N/A 30/6/2010 done
followed by "W" for WWW server or "N" for N3
server e.g. "LW" or "EN"
The system logs the details of the error to an N N/A N/A 30/6/2010 done
error log file, including the error reference as
displayed to the user

One of the available org types is "Thingy HQ" N 30/6/2010 N/A

There is only one possible role - "Organisation N 30/6/2010 N/A

Admin" or similar (model it on the healthcare
commission)

There are *not* details of my assessment N 30/6/2010 N/A

There is *not* an Assessments option on the N 30/6/2010 N/A
nav bar

There are *not* any reports related to 30/6/2010

assessments for my organisation

The system imports the parent/child N 30/6/2010 N/A

relationships between pharmacies and thingy
HQs from TDB, based on thingy HQ org code and
thingy org code

There is a report "Thingy HQ Overview Report" N 30/6/2010 N/A

The system asks me to select which version N 30/6/2010 N/A

assessment I want to report on (default most
recent as per GHJ overview report)

The system displays a report on all pharmacies N 30/6/2010 N/A

belonging to the Thingy HQ. The content of the
report is as per the GHJ Overview report
The system validates that I am *not* using the N 30/6/2010 N/A CMC GT - Not sure on this - simplified
simplified interface interface?
There is an option to give them a role N 30/6/2010 N/A CMC
"Organisation Auditor"

System displays new user details including the N 30/6/2010 N/A CMC GT - This is displayed but the user has
fact that they have the new role to browse back to the user admin
page

The "Organisation Auditor" role is not displayed N 30/6/2010 N/A CMC

The Organisation Auditor role is not assigned to N 30/6/2010 N/A CMC

the user

As per main flow (simplified interface check N 30/6/2010 N/A CMC

applies to created user org type, not my own org
type)

PPRs and GHJ overvioew reports are not N 30/6/2010 N/A CMC CMC: Note this is only PPR report on
available to me other organisations. Should still be
able to see it for own organisation
There is not an option to assign widget owners N 30/6/2010 N/A CMC
The widgets link was not visible for the
user with Organisation Auditor
permissions?

The widget answer is read only N 30/6/2010 N/A CMC

PPRs and GHJ overvioew reports are not N 30/6/2010 N/A CMC
available to me

For each assessment (current and past), there a Y 5/7/2010 CMC

row in the "Headlines" table indicating whether
each assessment has been audited

There is an option to edit the audit details Y 5/7/2010 CMC

System displays the Audit Details page Y 5/7/2010 CMC

The following fields are available (all default to Y 5/7/2010 CMC
blank)
- Assessment Audited (checkbox) Y 5/7/2010 CMC
- Audit Date (date field) Y 5/7/2010 CMC
- Scope of Audit (text area) Y 5/7/2010 CMC
- Lead Auditor (text) Y 5/7/2010 CMC
- Auditor Organisation (text) Y 5/7/2010 CMC
- Auditor Address (text) Y 5/7/2010 CMC
- Auditor Telephone (text) Y 5/7/2010 CMC
- Auditor Email (text) Y 5/7/2010 CMC
The system saves my changes Y 5/7/2010 CMC
The system displays the "Assessment Summary" Y 5/7/2010 CMC
page
The assessment is marked as having been Y 5/7/2010 CMC
audited GT - If you click cancel then no
amendments are saved
My changes are not saved Y 5/7/2010 CMC
The system displays the "Assessment Summary" Y 5/7/2010 CMC
page

For each assessment (current and past), there a Y 5/7/2010 CMC

row in the "Headlines" table indicating whether
each assessment has been audited

If an assessment has been audited, there is an Y 5/7/2010 CMC

option to view the audit details

System displays the Audit Details page Y 5/7/2010 CMC

The system displays the same data as for the Y 5/7/2010 CMC
auditor but it is all read-only

The system displays the "Assessment Summary" Y 5/7/2010 CMC

page

There is not an option to view the audit details Y 5/7/2010 CMC

The system displays the "Forgotten User Details" Y 5/7/2010 CMC
page
The system asks for my email address Y 5/7/2010 CMC
The system does *not* ask me whether I want Y 5/7/2010 CMC
to reset my password or not
The system tells me it will send me an email Y 5/7/2010 CMC
including instructions on how to reset my
password (see prototype for wording)
The system validates that the email address Y 5/7/2010
matches exactly one user account
The system sends an email to the specified Y 5/7/2010
email address
The email lists the following details for the
matching account:
Org name Y 5/7/2010
Org code Y 5/7/2010
User ID Y 5/7/2010
User Role(s) Y 5/7/2010
The email includes a link to follow to reset the Y 5/7/2010
password
The link is unique to this request and not N/A 5/7/2010
guessable
The system tells me it has sent me an email (see Y 5/7/2010
prototype for wording)

The system opens the "Reset Password" page in Y 5/7/2010

a new browser window
The system validates that less than an hour has Y 5/7/2010
passed since the email was sent
The system displays my org name, org code and Y 5/7/2010
user id
The system asks me for my password and to Y 5/7/2010
confirm my password
The system displays details of the password Y 5/7/2010
rules
The system validates my password (as per N/A 5/7/2010
current)
The system resets my password to the new N/A 5/7/2010
password
The system tells me it has reset my password Y 5/7/2010
The system tells me that the password reset has Y
expired and that I need to get another user
details reminder.

There is a link to the Forgotten User Details page Y

The system does not send an email N/A 5/7/2010

The system displays exactly the same message Y 5/7/2010
as if it had sent me an email

The system sends an email to the specified Y 5/7/2010

email address
The email tells me how many accounts are Y 5/7/2010
registered to the same address
The email includes a link to reset all passwords Y 5/7/2010
at once
The email lists details for all accounts (as per Y 5/7/2010
Main Flow)
The email puts "Account 1", "Account 2" etc. Y 5/7/2010
above each set of account details
The email includes a link to reset the password Y 5/7/2010
on each individual account

The system opens the "Reset Password" page in Y 5/7/2010

a new browser window
The system validates that less than an hour has Y 5/7/2010
passed since the email was sent
For each account to be reset, the system Y 5/7/2010
displays my org name, org code and user id
The system asks me for my password and to Y 5/7/2010
confirm my password
The system displays details of the password Y 5/7/2010
rules
The system validates my password (as per N/A 5/7/2010
current)
The system resets my password (on all accounts) N/A 5/7/2010
to the new password
The system tells me it has reset my password Y 5/7/2010

The system validates that I am able to register Y N/A N/A N/A

online (no change)
The system displays step 3 and tells me i can Y N/A N/A N/A
register online (no change)
The page includes a warning that I need to have Y 30/6/2010
access to my email account to complete
registration. (see prototype for wording)

The system sends an email to the supplied email Y 30/6/2010

address
The email content is as per the prototype Y 30/6/2010
(register_7.html)
The email contains a URL for the user to click Y 30/6/2010
The URL is unique and not guessable N/A 30/6/2010
The system displays "Registration Step 7 - Email Y 30/6/2010
Validation"

The system validates that less than an hour has N/A 30/6/2010
passed since the email was sent
The system creates the user account and sends N 30/6/2010
account and password details in separate emails
(as per current).

The system displays "Registration Step 8 - N 30/6/2010

Account Created" (NB ignore prototype which
has changed to due to story S211)

The system tells me that my registration token Y 30/6/2010

has expired (see prototype for wording)
There is an option to try again Y 30/6/2010

The system displays Registration Step 1 Y 30/6/2010

The system does not publish the knowledge N N/A N/A

base
The system publishes the widgets to the N N/A N/A
database only (as per current), including
additions and uplifts to widgets

The system does not publish the widget- N N/A N/A

knowledge base links

The system does not publish any PDFs (and N N/A N/A
therefore does not publish the PDF file names to
the database)

The system does not publish any XL sheets N N/A N/A

The system publishes the knowledge base (as N N/A N/A

per current)
The system publishes or re-publishes the N N/A N/A
widget-knowledge base links - this is a complete
replacement, so the old set of links is first
removed

The system republishes the full set of PDFs, N N/A N/A

booklets and ZIPs for the current widget version

The system publishes or republishes the PDF N N/A N/A

and ZIP filenames to the database so that the
download links all work OK

The system republishes the full set of widgets N N/A N/A

XLSs for the current widget version

The system publishes or republishes the XLS N N/A N/A

filenames to the database so that the download
links all work OK

The system displays Registration Step 4 Y 22/7/2010

There is an option to enter my password Y 22/7/2010
There is an option to confirm my password Y 22/7/2010
The valid password rules are displayed Y 22/7/2010

The system validates that I have entered a Y 22/7/2010

password
The system validates the password against the Y 22/7/2010
PQRT password validation rules
The system validates that I have confirmed my Y 22/7/2010
password and that it matches the password I
entered

The system displays Registration Step 5 Y 22/7/2010

The system displays Regsitration Step 8 Y 22/7/2010

Content is as per prototype Y 22/7/2010
The system sends me an email containing my Y 22/7/2010
account details (but not my password) - content
as per registration_8.html

For each unsent email, the system tells me the Y 22/7/2010

approximate number of users the email will be
sent to, based on current user numbers and
roles
For each sent email, the system tells me how Y 22/7/2010
many users it was successfully sent to (captured
at the time of sending)

For each sent email, if there were any email Y 22/7/2010

failures, the system tells me how many users it
failed to send to (captured at the time of
sending)
All emails that are not sent (and not approved) Y 22/7/2010
are marked as "Draft" (state name change from
"Pending")

System validates that I have the "Bulk Email Y 22/7/2010

Approver" role (this is a role that can only be
assigned by the sys admin)

There is an option to approve the email Y 22/7/2010

System saves my changes N/A 22/7/2010

System approves the email Y 22/7/2010
System displays the bulk email list Y 22/7/2010
The email is marked as approved Y 22/7/2010
There is an option to view the email and an Y 22/7/2010
option to delete the email (but not to edit it)

The email is read only Y 22/7/2010

There is an option to unapprove the email Y 22/7/2010

The system sends all approved emails that are Y 22/7/2010

on or past their send date
The system does not send any draft emails Y 22/7/2010

System unapproves the email (changes it back Y 22/7/2010

to draft)
System displays the bulk email list Y 22/7/2010
The email is marked as draft Y 22/7/2010
Test Status Defect Defect Defect Defect Notes
Priority Status

Pass

Pass
Pass

Pass

Pass 1) Alt text should read "Attainment Medium Closed CMC: (1) Currently alt text reads "Key
Level 2 met/not met for Key Widget". 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.
Pass It's showing the cross icon correctly but Medium Closed (2)You can test this as have set page to
it's showing the key icon instead of the display for V7 assessment sets in order to
tick icon allow testing. Suggest using V7
assessment for organisation code REM.

Pass

Pass
Pass

Pass

Pass

Pass

Pass

Pass
Pass 1) Paragraph indenting is out. The Medium Closed CMC:I copied the HTML as was given in
answer here (I think) is to remove the 5 the prototype at the time of development.
x &nbsp; at the beginning of each para The HTML which will get produced is
in the HTML. really part of the publish story, as such .
2) In IE, the first H3 displays fine but not sure there's too much point frigging
the second and subsequent ones are with the test HTML to get the result we
indented and too small. It seems to be want. Propose leaving this till testing of
because they are embedded within a the publish process.
<ul> (but so is the first one!), because if TH 16/3: I will attempt to "fix" these in the
I close the <ul> before the <h3> and prototype and then you can take the latest
open it again afterwards it's OK. But cut of the prototype HTML
then the paragraph numbering goes to TH 22/3: fixed in prototype (see email
cock, unless youe explicitly use the from me the other day) CMC 06/04 Think
"Start" attribute of <ul>. 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

Pass

Pass
Pass
Pass 1) Order of tabs should be Key Medium Closed CMC:Fixed as part of reskin of widgets
Resources, Exemplar Materials, Useful page
Web Sites
Pass
Pass Visited weblinks are the same colour as Medium Closed CMC: Are now underlined as per re-skin of
not visited links (OK) but with no widgets page
underline (not OK) 22/10 TH: Failed retest. Note that some
links are not underlined even before I
have visited them.

Pass

Pass

Pass 1) Can you put a tooltip on the external Low Closed CMC: Ok have added tooltip to the a href
web site link saying "External web site as well as the image and added the space,
link" (as per prototype) try again.
2) Can you include the external
website link within the <a> tag so it is
clickable along with the link itself.

Pass Can you remove the leading dot e.g. Low Closed CMC:Data issue only, fixed in test data set
"DOC", not ".DOC" up script

Pass
Pass

Pass

Pass Put a colon at the end of "The Low Closed

following is a list..." instead of a full
stop

Pass

Pass Rather than saying, "The following is a Medium Closed

list..." followed by a bulleted "There
are no material changes...", just say
"There are no material changes" (not
bulleted)

Pass 1) Make link to training tool open in Medium Closed

new window
2) Put full stop after training tool link
(as per prototype)
Pass Looking at the database table High Closed CMC:Was a misinterpretation of the
WidgetOrganisationType, I can not see widget. I thought it was only the custom
a data field which indicates whether or text which was conditional and thought
not the training tool text is required (in that IO could simply check whether it was
RATTY it's called XXX). I'm therefore null or not. So to confirm if the Training
guessing that this widget has not been Text relevant flag is set you display the
implemented traing text section and if theres some
custom text you also display that.
Correct ?

Pass

Pass

Pass
Pass

Pass

Pass

Pass

Pass Can you put a full stop at the end of Low Closed CMC:Data issue as this text held in
this sentence please? (sorry, my fault) database. Have changed test data setup
script to include full stop

N/A Superseded by S108

Pass

Pass

Pass
Pass

Pass

Pass

Pass

Pass

Pass Remove "Type" column (and any High Closed

associated underlying data structures) -
we are no longer including "Type"

Pass
Pass

Pass
Pass

Pass

Pass

Pass

Pass Jerky action - needs to be smoother Medium Closed CMC:Have been changed to Jquery panels
as part of reskin
Pass

Pass Jerky action - needs to be smoother Medium Closed CMC:Has been changd as part of reskin
Pass

Pass
Pass

Pass
Pass
Pass Works OK at first. Then if I expand one High Closed CMC:Fixed as part of re-skin
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?

Pass Will test once above defect fixed

Pass
Pass

Pass Why doesn't it remember the panel Medium Withdrawn CMC:Because you didn't ask it to. You
states if I go out of the widgets screen only asked it to remember when clicking
and back in again? Is there a technical the Next and Previous buttons. See pre-
issue? development note for step 3 for 8c above.
Is that what you want then ?
TH: No, leave it as it is, it's fine

Pass
Pass

Pass

Pass

Pass

Pass

Pass

Pass

Pass
Pass

Pass Capital A for "add" Low Closed

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

Pass Can you make the pop-up appear Low Withdrawn CMC:Think this should be withdrawn as is
relative (near) to the "add other no longer a pop up for adding custom
evidence" link - or alternatively can you evidence
create a new row in the evidence table
and allow the user to type directly into
the table?
Pass Can you make the OK button on the Low Withdrawn CMC:Think this should be withdrawn as is
popup the default one which fires if I no longer a pop up for adding custom
hit return, and the Cancel button fire if evidence
I hit "Escape"

Pass If I click "add new evidence", then type Medium Closed 7/5 Still occurs in system test (a.test:acute,
in the evidence name, then hit Enter, reqt 101, criterion 1a)
the page refreshes but the text I
entered has not been remembered.
Pass If I remove the bottom evidence item, Low Closed
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!

Pass

Pass

Pass

Pass

Pass

Pass 7/5 Can the popup get the focus when Low Closed
it opens
Pass 7/5 Can the label "Edit Evidence" be in Low Closed
black, not gray, so it doesn't look like
the pop-up is disabled?

Pass

Pass

Pass

Pass

Pass
Pass As per "add evidence" popup can you Low Closed
make the text field focussed initially

Pass

Pass

Pass

Pass
Pass

Pass

Pass

Pass No red cross next to details Medium Closed

Pass Can't test until above defect fixed

Pass

Pass Red cross still appears Medium Closed

Pass Issues with red crosses as per main Medium Closed

flow

Pass Issues with red crosses as per main Medium Closed

flow

Pass Issues with red crosses as per main Medium Closed

flow
Pass Context help appears behind the pop- Medium Closed
up

Pass Tooltip missing from the icon (see Medium Closed

prototype)

Pass
Pass

Pass

Pass On the pop-up, can you put "Cancel" to Low Closed RJM:Cancel is placed here in order to be
the right of "Done" as per standard consistent with the requesirements page.
practice - I keep clicking "Cancel" by Do you want this one changed to be
mistake! 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

Pass
Pass

Pass

Pass
Pass

Pass

Pass

Pass
Pass

Pass
Pass

N/A Superseded by S163

N/A Superseded by S163

N/A Superseded by S163

N/A Superseded by S163

Pass Doesn't remember the uploaded file Low Closed Only remembers it if it has been saved but
that's good enough

Pass Can;t test until above defect fixed

Pass

Pass When I try to upload a large file it High Closed Required a new setting in the webconfig
"never" completes. Specifically, if I load file
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.

Pass

Pass New browser window needs scroll bars Medium Closed CMC:Not sure what the issue is here
haven't been to replicate yet
Pass

Pass In IE6, when I first specity the evidence Medium Withdrawn Not a fault. Access to the server will cause
location type as "uploaded", the a loading panel. This happens on first use
"Loading" div appears for a second and of upload facility to get the content for the
then disappears again. If I change the drop down list. The loading panel is
evidence location type to something displayed for a minimum 0.9s.
else and then back again, it doesn't
happen

Pass In IE6, if I drag and drop the evidence Low Closed ie6 is crap. This is being caused by the big
pop-up, the buttons remain yellow button widget causing IE6/7 to
transparent after I have dropped it render incorrectly. I have changed the
button type for the evidence popup from
submit's to button's.

Pass The Done button should be to the left Low Closed This will be 3rd time swapped. Are you
of the Cancel button sure?
Pass The list included "orphaned" files Medium Closed
which 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.

Pass
Pass It's a blank line instead of "[select]" Low Closed
Pass If I click "Done" at this point to go back High Closed Not found
to the Widget Details screen, the TH 18/5 tester error
evidence is marked as "Uploaded" with
no red corss, even though I have not
uploaded a file.

Pass

Pass Sometimes it says "This file is linked to" Medium Closed RM 18/5: Have changed this but not as
and sometimes it says "this file is discussed as the technical issues involved
*also* linked to". What's the difference are complex. Have changed the wording.
between the two scenarios? Shouldn't The 'also' is removed when the only link is
it always say "this file is *also* linked itself. Ie it isn't 'also' linked to itself.
to" TH 18/5 as discussed, change this to (a)
not display the current criterion as linked
and (b) always say "also"

Pass

Pass

Pass

Pass Can you change the button and Low Closed

associated text from "New" to "Add"
so that it is a verb (more consistent
with the other buttons)
Pass I should only be asked this question if Medium Closed 18/5: technically difficult - not done. there
the currently selected document is also is a difference but have removed the
linked to other widgets - if it's not option and it now does a replace only if
linked elsewhere then there is no there are not other links.
difference between "Add" and TH 18/5 as discussed can you try to make
"Replace" and the question is it only ask this question if the widget is
confusing and intrusive linked to any *other* criteria (i.e.
Excluding the link to the current criterion)

Pass Related to the above, can you add the Medium Closed
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.

Pass After having replaced an existing Medium Closed Not found

uploaded file, I tried to replace it a TH 18/5 still occurring (and demonstrated
second time. I selected the file and to RJM). RM 19/5 Fixed
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)

Pass The pop-up disappeared after a period. Medium Closed Popup timeout is 30s. Can be set to infinity
I'm sure there's a reason it does this, or other time very simply.
but it seems wrong for a pop-up to
disappear of its own accord - is there
anything we can do about this?

Pass
Pass Not really a defect since I didn't ask for Medium Closed Dont like it but fixed.
it, but could you display a modal pop- TH 18/5 Less obtrusive alternative: make
up once the upload has succeeded the upload "hourglass" more obvious and
saying "File upload complete" or say "uploading". RM19/5 implemented
similar? That way the user gets a very loading display
positive message that their file has
been uploaded.

Pass

Pass I attempted to upload a file > 5MB. I Medium Closed Not found
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
Pass
Pass

Pass

Pass

Pass

Pass I added new custom evidence and High Closed

marked it obtained but didn't specify
the evidence location. Nevertheless,
the system marked the criterion as
achieved
Pass

Pass

Pass

Pass

Pass

Pass

Pass

Pass

Pass
Pass

Pass

Pass
Pass

Pass

Pass Working as a.test:acute 2 on reqt 101 High Closed There appears to be a bug in the system
(past level=3)... that is preventing saving of any details
When I fully specified the evidence for data outside of criterion 1a . I suspect
criterion 3a, 3b and 3c, the system did some test data is missing that wouldn't be
not tick the 3a, 3b or 3c achieved box. missing if the assessment had been
When I went out and back in again, the created by the system. RM 21/5: Issue
system ticked the box. Didn't have the created by change criterion from 1a/1b
same problem for level 1 or level 2, or etc to a/b etc
for 3d (a maintennace criterion)

Pass Working as a.test:acute 2 on reqt 101 High Closed As above

(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)
Pass a.test:acute, req't 101, achieved 3a, no High Closed
previous assessment, but L3 not shown
Pass a.test:acute2, req't 101, past level 2, High Closed
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

Pass

Pass If I have achieved all L2 criteria but not Medium Closed Currently the FS doesn't specify this way
all L1 criteria then it is correctly of indicating level. Will the FS be changed
showing Current Level=0 but it is first? Probably 2-4 days work to change it.
showing L2 as ticked. If not all L1
criteria achieved then L2 should remain
unticked even if all L2 criteria are
achieved

Pass
Pass

Pass For org a.test:acute, req't 101 - AL1 High Closed RJM: this is a test data issue.
and AL2 are ticked even though the
criteria are not

Pass Weont into a "fresh" req't, ticked L0, Low Closed

saved, went out, back in, unticked L0
but Current Level did not go blank
(even though no data has been
entered)

Pass

Pass

Pass
Pass The exemption description is Closed
"Exemption Description for Req 102".
This is not supposed to be a widget-
specific description, it is just static text
(wording as per prototype)

Pass Fixing the above defect by adding the Closed

static text from the prototype will fix
this

Pass
Pass There is a superfluous context help Closed
icon to the RHS of "Reason"

Pass

Pass

Pass

Pass
Pass

Pass
Pass As org user I marked a req't as L0. Then Closed CMC:Note there was also an issue
as ABC I marked it exempt, and then whereby if the organisation had scored
marked it as not exempt. Instead of the widget and then CfH marked it as
changing the Current Level back to L0, exempt when you actually saved it it
it blanked it out. To get it back to L0 wasn't persisitng the exempt setting, this
again I have to log back in as org user, is now also fixed
untick L0 and then tick it again (and
save)

Pass

Pass

Pass

Pass
Pass There is a superfluous context help Closed
icon to the RHS of "Reason"
Pass Fixing the above defect in S038 by Closed
adding the static text from the
prototype will fix this

Pass
Pass

Pass

Pass

Pass
Pass

Pass
Pass

Pass

Pass File not found - is this a problem with High Closed nili: folder holding widget documents is
the system test environment? now specified by test web.config
Pass Can't test until above test passes

Pass

Pass
Pass No link on widgets list page High Closed

Pass
Pass
Pass

Pass The "booklets" list item is incorrectly in Low Closed

bold (lloking at the HTML it looks like it
is tagged up as <h3>)

Pass There are warnings for all files - it Medium Closed nili: The warning depends upon the file
should just be for the "All widgets" size setting in web.config. I suspect the
booklet 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 Closed nili: I've used the existing 'errorMessage'
bold red (in the prototype I have done class which displays the message in red
it using <span class="warning"> - the
warning style would also need adding
to the stylesheet
Pass See prototype for appropriate wording Medium Closed

Pass File not found High Closed nili: Test web.config now specifies the
directory for these documents.
Pass

Pass File not found High Closed nili: Test web.config now specifies the
directory for these documents.
Pass

Pass

Pass
Pass

Pass The link doesn't work - because the High Closed

<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?

Pass
Pass

Pass
Pass Default is blank Medium Closed nili: fixed, but defaults to first orgtype (in
ascending alphabetical order) ... Which is
usually Acute.
Pass Formatting of label - should be bold - Low Closed
check the styling used elsewhere (e.g.
Register page) and copy that.

Pass Default is blank Medium Closed No downloads displayed until I click "View
Downloads" - the downloads for Acute
should be displayed without me having to
click "View Downloads"

Pass 1) I can't test this because there are no High Closed CMC: Have added test entries for Test
downloads set up for any org type Acute and XYZ org types. NOTE: Think we
other than Acute Test. Can you add may need to consider how this screen
some test data 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 Closed nili: 2 - amended mark-up format to
are no documents available for a given errormessage for the 'no documents
org type: can you format it as an error available'message.
instead of an instruction. Check with TH 15/3: Error message shown in black,
Tom re. what CSS class to use for an not red - you have used class
error "errormessage" - are you sure this is the
right one?

Pass
Pass Link is there High Closed

Pass Option is there High Closed

Pass If I open a fresh browser window, don't High Withdrawn This is a general issue across the whole
log in and type site, not just specific to this page -
"http://igttest1dr/igt/DocumentDownl separate story required to fix it.
oad.aspx" into the URL, I can get to the CMC:People need to get a bit smarter
downloads page. Shouldn't there be about how pages are called not just case
some sort of role-based security which of getting to the page but also need to
blocks the page if I don't have the make sure query string parameters aren't
relevant permissions? spoofed etc. These are the kind of issues
which will cause us to fail Pen Test if not
careful

Pass
Pass All the booklets seem to point to the Medium Closed CMC: Have set up different dummy
same (non existent) PDF file - is this "placeholder" files for test acute and XYZ
just because of how you've set up the types
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?

Pass File not found Medium Closed

Pass Can you make the pop-up window a bit Closed CMC:The link is just a standard a href tag
taller - currently it's not so tall and you with target of blank. Therefore size is not
can only see the (blank) top third of being explicity set and will just take the
the booklet. Can you make it tall default browser behaviour
enough so that some of the booklet TH 22/05: can you change it so that it
header page text is visible? *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

Pass Even though it's only a test file for Medium Closed CMC: This is fixed by using the
now, the text should read "All widgets" spreadsheet
PQRT_Widgets_workbook_AcUTE_v8
(draft A).xls as mentioned below
Pass For some reason this link is underlined Low Closed nili: all the links should now be underlined
but all the others are not. Can you get
them consisten please (check with Tom
re. link styling)

Pass File not found - there is an example file Medium Closed Nili: test web.config amended to specify
you can use in the prototype folder folder holding widget documents
TH 23/3: the link works now but

Pass Could you use the example Low Closed CMC:Am using suggested file for Test
spreadsheet in the prototype Acute org type
("PQRT_widgets_workbook_ACUTE_v8
(draft A).xls") as the placeholder file?
Pass
Pass

Pass Page title - change to "Bulk Email Low Closed

Details" - no hyphen and capital "D"
Pass

Pass

Pass

Pass

Pass "Not yet created" should be "(not yet Low Closed

created)"
Pass
Pass
Pass

Pass Error text - "atleast" should be "at Low Closed

Pass least"
Error text - "atleast" should be "at Low Closed
Pass least"
Error text - "atleast" should be "at Low Closed
Pass least"
Pass
Pass I put a blank date and no error Medium Closed
message came up

Pass I typed "efkverk" in the date field and High Closed

got a server error
Pass

Pass The breadcrumb trail shows "Org Low Closed

Admin -> Bulk E-mails List -> Bulk E-
mails List"!
Pass Change "is created" to "created" Low Closed
(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"
Pass Change "e-mail" to "email" Low Closed

Pass Change "e-mail" to "email" Low Closed

Pass

Pass The breadcrumb trail shows "Org Low Closed

Admin -> Bulk E-mails List -> Bulk E-
mails List"!

Pass
Pass 1) Can you add a label "Filename:" to Closed
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)

Pass

Pass Selected file, clicked "Add Attachment" Closed

and got a server error

Pass Tried adding the same file twice and Low Closed User will be informed, if they try to add
got a server error: the same filename. Is this okay or do we
"An item with the same key has need to allow the user to attach the same
already been added." file more than once.
Only fix this if it is relatively easy to do 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

Pass
Pass I get the following error message in the Medium Closed CMC: Cannot get to occur, have made
pop-up: confiog changes, suggest re-test.

Server Error in '/PQRT' Application.

----------------------------------------------------
----------------------------

Maximum request length exceeded.

Pass

Pass

Pass

Pass

Pass
Pass Shown as from "PQR App Medium Closed Des 24/05 - Fixed
Administrator" - remove this name so
the email address only is showing

Pass

Pass
Pass

Pass
Pass Still marked as pending Closed Des 24/05 - Fixed

Pass As discussed, email sender should Medium Closed Des 24/05 - Fixed
write 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)

Pass Email content needs to be exactly as Closed Des 24/05 - Fixed

users would see it

Pass
Pass

Pass Page title - change "E-mail" to "Email" Low Closed TH 10/3 - breadcrumb needs to change
(also in breadcrumb) from "Bulk Email List" to "Bulk Emails" to
match main page title

Pass
Pass
Pass

Pass

Pass Message says "No Bulk Email sent yet" Low Closed TH 10/3 - the message is in blue on a blue
- change it to "No Bulk Emails created background so I can't see it!
yet" (notice plural!) Can you change it to a simple paragraph of
text instead of putting it in a table?

Pass

Pass
Pass
Pass
Pass

Pass

Pass

Pass

Pass

Pass

Pass The popup box styling is all wrong (e.g. High Closed
Transparent background) - it used to
be OK so presume it got broke by the
re-styling activity

Pass The popup box is not modal High Closed

Pass
Pass
Pass

Pass
Pass

Pass Email was deleted without asking for High Closed TH 23/3: failed retest
confirmation
Pass

Pass
Pass
Pass Is it possible (easy) to make the Body Low Closed
section non-editable? If not, don't
worry, there is no "Save" button so it's
not a big deal

Pass Can you change the Cancel button to a Low Closed

Done button

Pass "Create Bulk Email" should be "Create Low Closed Des 24/05 - Fixed
new bulk email"
Pass Context help icons should be below the Low Closed Des 24/05 - Fixed
table headings (use <br>)
Pass The "New bulk email created" Low Closed Des 24/05 - Fixed
messages should be within a <div
class="infoMessage">

Pass Can you make the tab section a bit Low Closed Des 24/05 - Fixed
taller so that all the User Roles fit in
without needing a scroll bar

Pass The "required field" marker for Subject Low Closed Des 24/05 - Fixed
has wrapped on to the next line (IE6,
IE7). Perhaps make the subject box a
little narrower?

Pass "Add Attachments" should be "Add Low Closed Des 24/05 - Fixed
attachment" (lower case A and
singular)
Pass Created a new bulk email with no High Closed Des 24/05 - Fixed
attachments. Tried to edit it and got a
system error (see email from TH to Des
on 20/05/2010)

Pass Dotted underline good. Low Close4d

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

Pass

Pass

Pass
Pass
Pass Don't have enough test data to test Medium Closed See guidance for Acute Test 101 widget
this - can you add some more for examples of glossary items
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)

Pass Can you change the formatting so that Low Closed CMC: previously text size was set to x-
(a) all the text is a bit bigger -standard small have now set it to small which is the
Windows tooltip size and (b) the next size up. If this is too large then we
acronym is in bold but not italics would have to explicity set the font-size to
a paticular point which is not good
accessibility practice.
Pass Not really a fail but can you confirm Low Closed See guidance for Acute Test 101 widget
that you haven't actually coded for an example
anything for this - it's supposed to be
an authoring note to the Policy Team,
as opposed to anything the system
needs to do.
Pass Can't test - need test data Medium Closed See guidance for Acute Test 101 widget
for examples of glossary items

Pass Can't test - need test data Medium Closed See guidance for Acute Test 101 widget
for examples of glossary items

Pass

Pass
Pass

Pass

Pass

N/A Superseded by S078 - link is on

Resources page instead

Pass

Pass
Pass There is no indicator as to which letter Medium Closed Highlights selected letter in red with no
of the alphabet you are looking at - this underline
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?

Pass

Pass No test data so can't test - can you add Medium Closed CMC:test data now there try N for No
a glossary term which is an defintion glossary term. Note glossary
abbreviation only. Also, how will this entry always has a term and it is this which
be displayed in terms of alphabetical is used to order the glossary as per step 6
order? above
Pass

Pass

Pass
Pass

Pass Will test when new XSL is in place (also

need to run Glossary PDF publish
process)
Pass No page footer. I have updated the Medium Closed
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 re-
factored it a bit
Pass

Pass

Pass
Pass Using real KB data...System bombed High Closed
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

Pass Once you have got it to display the High Closed

error message, fix the underlying
defect too!
Pass

Pending

Pending

Pending

Pass File size slightly out - you need to Low Closed Desi 08/06: Fixed
divide the number of bytes by 1024,
not 1000, to get KB

Pass Can you put the file type in caps and Low Closed Desi 08/06: Fixed
remove the leading dot?

Pass No KB docs being displayed (but are High Closed

appearing in req'ts pages)
Pass

Pass

Pass

Pass System says "files have been exported Low Closed RJM
successfully" - should say "imported"

Pass

Pass When displying the org type, display Low Closed

the org type name, not the org type
short name

Pass Version numbers are reversed (e.g. It Low Closed

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

Pass

Pass I deliberately caused the KB publish to Low Closed

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

Pass Got error: "Publication failed with: High Closed

Unable to cast object of type
'System.Int32' to type 'System.String'."

Pass
Pass

N/A Superseded by S201

N/A Superseded by S201

Pass
Pass

Pass Evidence items have speech marks Medium Closed

around them

Pass In the KB table, can the file type be in Low Closed RJM
caps and with no leading dot? This
probably needs fixing within the
knowledge base publish function

Pass
Pass Would not let me proceed when Medium Closed
adding a req't for an XYZBP even
though the only affected assessment
was for a CTP (which was only affected
by deletions)

Pass

Pass The system told me I *cannot* publish, Medium Closed

even though I only have req'ts to be
uplifted, not added

Pass The system warning was displayed Low Closed

*before* the summary of affected orgs
instead of after

Pass

Pass The publish tool crashed out before High Withdrawn TH 16/6 for now it's a manual process to
copying the widget documents up to copy the files into the web server folder,
the web server - suspicion is it's to do but needs addressing longer term
with file permissions - not being able to TH 6/7 raised a separate defect in Misc
overwrite existing files Defects 2
Pass The system didn't provide any sort of Medium Closed
error message when it crashed out
Pass The system didn't roll back the High Closed
database changes when it crashed out
trying to copy the files

Pass Your XSL files are out of date. I will High Closed
send 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.
Pass I notice in the App/Resources folder Low Closed
you have widgetPreview.xsl,
widgetCore.xsl and
widgetBookletFullWidget2fo.xsl. You
do not need these files. Suggest
removing to avoid confusion/clutter.
Pass On the test server, I notice the XML Low Withdrawn This helps grouping them together in the
files generated in "Output" are suffixed file space - I can delete these after
".PDF.XML" whereas they should publish...??
probably just be ".XML". Not a TH 9/6 fair enough - leave as-is
functional fail, obviously, but confusing
for support usersf

Pass

Pass Key reqt icon not appearing in header Medium Closed

box - is this due to a missing GIF?
Pass Knowledge base items are not in the Medium Closed
correct order - should be ordered by
sequence ID
Pass Knowledge base "exemplar" section Medium Closed
missing in some cases e.g. Acute reqt
3. They appear to be missing from the
XML file.

Pass Guidance section heading is present - Low Closed

needs removing from XSL (Tony to do)
Pass Just Attainment Levels (Tony to fix in Low Closed
XSL)

Pass Attainment c riterion ID section can be Low Closed

narrower now we don't have Maint

Pass Maintenance criteria are not showing Medium Closed

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

Pass

Pass
Pass The filename should be High Closed 7/5/10 You have used org name instead of
"PQRT_Widgets_<org code>.zip" 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

Pass The reqt numbers need to be padded Low Closed CMC:With new numbering convention
to 3 digits with zeros to make sure they have 0 padded to 4 characters rather than
will appear in numerical order 3.

Pass
Pass

Pass

Pass

Pass No footer - can you check it's the latest Medium Closed TH 7/6 Failed retest (need to rebuild test?)
version of widgetGuidanceOnly2fo.xsl,
containing:
<xsl:call-template
name="widgetFooter">
<xsl:with-param
name="variant">guidanceOnly</xsl:wit
h-param>
</xsl:call-template>
Pass

Pass

Pass

Pass

Pass On the Downloads page, the "all High Closed

widgets booklet" label is
"Confidentiality and Data Protection
Assurance (All Widgets, 107 KB),
whereas it should be "All widgets (PDF,
107 KB)"
Pass The booklet filename should be Medium Closed You have put version before org code
"PQRT_Widgets_Booklet_<org
code>_v<major version>.pdf

Pass The booklet header page includes High Closed

"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
Pass On the downloads page, the "All Low Closed CMC:Will now dipslay below Initoative
Widgets" booklet should be after the booklets and Initiative booklets will be in
individual initiative booklets the correct "Initiative" order (previously
they weren't ordered at all)

Pass

Pass

Pass
Pass On the TOC page the first initiative Medium Closed
heading is not being displayed. This is
an XSL fix by Tony

Pass
Pass
Pass

Pass The booklet filename should be Medium Closed

"PQRT_Widgets_Booklet_<org
code>_v<major
version>_Guidance_Only.pdf

Pass

Pass
Pass The booklet filename should be Medium Closed You have put a suffix of
"PQRT_Widgets_Booklet_<org "Guidance_Only_Attainment_Levels_Only
code>_v<major "! CMC: And you've put a suffix of
version>_Attainment_Levels_Only_Onl Only_Only.pdf to the left ;-) However
y.pdf pretty sure I know what you want and
have fixed it
Pass

Pass

Pass

Pass The booklet filename should be Medium Closed RJM: No fault found. Require more
"PQRT_Widgets_Booklet_<org information. Can not identify any
code>_v<major version>_<initiative truncated files. Can not find any files with
name with underscores instead of incorrect filename. TH:You have put a
spaces>.pdf" suffix of
For the "guidance only" and "Guidance_Only_Attainment_Levels_Only
"attainment levels only" add the "! Also it looks like the filename may have
relevant suffix "_Guidance_Only" or been truncated at some point (difficult to
"_Attainment_Levels_Only" tell where)

Pass

Pass
Pass Sorry I have sneaked this in as an extra Medium Closed RJM: No fault found. InitiativeName tag is
widget. I have updated the XSL but you being added to the WidgetSet node as
will also need to add a new tag into the required.
XML - <initiativeName> - immediately TH 16/6:Initiative name not showing - I
following checked the XML and you don't have an
<organisationTypeLongName> in the <initiativeName> tag within the
general header section (not within <widgetSet>.
each individual widget)

Pass Can you change it so that the filename Medium Closed

uses OrganisationType.Code instead of
OrganisationType.Description? This
also applies to all PDFs, booklets and
ZIP files.
Pass The label for the spreadsheet link High Closed
should read "All widgets"
Pass The filename should have "_v8" not Low Closed
just "_8" in it
Pass

Pass

Pass

Pass
Pass

Pass

Pass Formatting of description field first row Medium Closed TH 16/6 re-tested this and now it is
is incorrect showing the template row as well as the
real data rows (need to delete it?)

Pass Remove hyperlink from description High Closed

Fail field
Rows are not quite high enough to fit Low Failed TM 20/7 Cannot replicate
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?

Pass Past and Target levels are showing as Medium Closed

'0' instead of blank
Pass PQRM initiative header wrong colour Low Closed
Pass

Pass

Pass Req No field still too wide - bear in Low Closed

mind the req numbers are in the
format "8-101", not "8-8101"

Fail The rows are not high enough to Low Failed TM 20/7 Cannot replicate
display all the descriptions
Pass The description for Attainment Level 0 Low Closed
(column E) should ne "Insufficient
evidence to attain Level 1."

Pass The criteria should be just "a, b, c" Low Closed

instead of "1a, 1b, 1c" etc. (sorry, my
fault, the prototype was wrong

Pass

Pass Set up some test data with 'NR Medium Closed There is an 'X' in the "achieved" column
allowed' set for reqt 101 but an NR row for the NR row
was not included on the spreadsheet

Pass For the NR row, I think that columns F Low Closed

thru K should be greyed out the same
as attainment level 0

Pass
Pass

Pass

Pass
Pass If I mark NR achieved, the Current Medium Closed
Level field is still blank

Pass If I mark level 0 achieved, the field is Medium Closed

still blank
Pass

Pass
Pass

Pass Sorry, my fault: all the current and Medium Closed

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)"
Pass As above Medium Closed

Pass

Pass

Pass
N/A Superseded by S081

N/A Superseded by S081

N/A Superseded by S081

N/A Superseded by S081

Pass

Pass

Pass On system test env't, the PDF file is not Medium Closed
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

Pass Copying the file to the web server is Low Withdrawn TH 6/7 raised as separate defect in Misc
currently a manual process and needs Defects 2
automating

N/A Superseded - glossary no longer

included in booklets

Fail Glossary includes terms that have been Low Failed TM 20/7 - Have added credentials as part
deleted and are presumably being of request to see if it is a proxy problem -
cached somewhere in memory. Can pls retest and let me know if fixed.
the publish process clear out the TH 21/7 still not clearing the cache - TM
cache? 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 Medium Failed TM 20/7 - As above.
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?
Pass View the glossary for the letter "B" Medium Closed RJM
which has enough terms to produce a TH 16/6 Retested - there is no scroll bar
scroll bar. Scroll down and notive that now so I can't scroll the pop-up (IE7). RJM
the table content scrolls behind the tested in all browsers, cant find a problem
(static) table headings 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.

Pending Awaiting defect fix above

N/A Superseded - glossary no longer

included in booklets

N/A Superseded by S173

N/A Superseded by S173

N/A Superseded by S173

Pass
Pass

Pass
Pass
N/A Superseded by S173

Pass
N/A Superseded by S173

N/A Superseded by S173

Pass

Pass

N/A Superseded by S173

N/A Superseded by S173

N/A Superseded by S173

N/A Superseded by S173

Pass

N/A Superseded by S173

Pass

Pass

Pass

Pass
Pass
N/A Superseded by S173

N/A Superseded by S173

N/A Superseded by S173

N/A Superseded by S173

N/A Superseded by S173

N/A Superseded by S173
N/A Superseded by S173

N/A Superseded by S173

N/A Superseded by S173

N/A Superseded by S173

N/A Superseded by S173

N/A Superseded by S173

N/A Superseded by S173

Pass content panel too wide High Closed

N/A

N/A

Pass

Pass Scroll bar appears even if browser Low Closed

window is wider than the page - there
seems to be about 300px of
whitespace to the right of the page

N/A

Pass

Pass Title in windows header bar is "PQR Medium Closed

App Home" and I'm guessing it changes
as the page changes. It needs to be
"Information Governance App" on
every page
Pass XYZ Logo looks fuzzy because it's anti- Low Withdrawn TM - I took this from the nhs logo website.
aliased around the outside edge. Can Do you still want me to se if I can find a
you make it have a nice crisp outside better one?
edge? Even the XYZ letters look to have TH 15/3 - The logo I downloaded from
fuzzy edges - can you reduce (not nhsidentity.nhs.uk is nice and crisp - I
completely remove) the anti-aliasing suspect that it has got fuzzified by your
effect to sharpen it up a bit? painting software when you have resized
it.
TH 9/6 superseded by S172

Pass Likewise the DH logo is fuzzy - can you Low Withdrawn Again took it fro their site, the scaling
sharpen it up a bit? seems to have that effect.
Superseded by S172
TH 15/3 See comment above

Pass Link works but links in this section need Medium Closed TH 15/3 still no separators in the header
to be separated by a vertical bar "|" or links
similar

Pass

Pass
Pass I clicked "Widgets" then "Contact Us" Low Closed Fixed by CC (15/3)
and noticed that (a) The breadcrumb TH 22/3: Failed retest.CMC: Contact Us no
says "You are Here: Widgets > Contact longer directly avaialbel from main
Us" instead of "Home > Contact Us" navigation menu so think this can be
and (b) the Widgets nav bar item is withdrawn, have marked as Fixed for now
highlighted as being the current one, TH 20/5 - Contact Us available as a link
instead of "Home". from the header links on every page CMC:
Also same issue fixed for Accessibility and
About header links

Pass
Pass Took me to the start of the main Medium Withdrawn
section *after* the breadcrumb

Pass
Pass
N/A

N/A

Pass
Pass It's in the right place but I don't like Low Closed TH 15/3 Failed retest
"You are here >>" - can you change it TH 22/3 can you remove the space
to "You are Here:" or convince me between "here" and the colon
otherwise :)
N/A
N/A Changing the font size via the browser Medium Withdrawn
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
N/A

Pass
Pass Didn't open in a new window Medium Closed

Pass Also, can you put a bar separator Low Closed

between the links in the footer
Pass Didn't open in a new window Medium Closed

Pass

Pass
Pass

N/A Superseded by S087

N/A Superseded by S087

N/A Superseded by S087

N/A Superseded by S087

Pass

Pass
Pass
Pass Some of the straight lines (e.g. Top Low Withdrawn TM Without the aiasing they would be
edge of header) look a bit fuzzy jaggy. I cant control the level of anti-
because of the anti-aliasing - can you aliasing.
sharpen them up a bit please? Superseded by S172

Pass
Pass
Pass When I hover over a nav bar <li> item, Low Pass TM Without rewriting the whole nav bar
it goes light blue (nice) but I can only not to use links, not sure on this one.
click on it if am hovering the actual <a> RJM: Fixed
- if I click within the <li> but outside the TH 14/06 - an improvement but we could
<a> then nothing happens, which is a also do with (a) the pointer changing to a
bit confusing because it is highlighted hand shape and (b) the tooltip appearing
blue, suggesting I should be able to wherever you are in the blue rectangle.
click it 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

Pass
Pass If I select Req'ts/A.TEST:Acute/All/101 Medium Withdrawn Not found
then the words crash into the graphics TH 14/06 no longer an issue
on the RHS

N/A Testing of this will be picked up as a

separate exercise and new stories
raised as appropriate

Pass
Pass
Pass
Pass
Pass
Pass

Pass
Pass
Pass
Pass
Pass
Pass
Pass

Pass
Pass
Pass
Pass

Pass
Pass
Pass
Pass

Pass
Pass
Pass
Pass

Pass
Pass
Pass
Pass
Pass Help page should just be blank for now Low Closed
(eventually it will contain a number of
help options) - it seems to be
populated with a load of help content

Pass

Pass

Pass

Pass Didn't open as a pop-up Medium Closed TH 15/3 Check with Richard - there is a
particular size that the glossary pop-up
should be

Pass

Pass Link OK but too much whitespace Low Closed

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

Pass ISO/IEC link shown but should not be High Closed

shown for simplified interface users

Pass

Pass
Pass

Pass

Pass
Pass

Pass

Pass
Pass

Pass

Pass

Pass

Pass
Pass
Pass When I go to user admin to check if the Closed
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)

Pass Logged in as user without info mapping High Withdrawn nili: Org. Admin users also have access to
user permissions and Information Inf Mapping. If user only has Org
Mapping is still visible on the nav bar User/Reviewer permisions the navbar
option does not appear.

Pass Logged in as user without info mapping High Withdrawn nili: Org. Admin users also have access to
admin permissions and Information Inf Mapping. If user only has Org
Mapping options are still visible on the User/Reviewer permisions the navbar
nav bar option does not appear.

Pass Breadcrumb should say "Information Low Closed

Mapping Area Admin"

Pass Area Admin page should have a page Low Closed Change page title as per email to NL
title of "Information Mapping Area
Admin"
Pass Breadcrumb and page title as above Low Closed Change page title as per email to NL

Pass Breadcrumb and page title as above Low Closed Change page title as per email to NL
Pass

Pass Wording in "Registered Users..." Low Closed

section needs to match prototype
wording, including "Forgotten user
details?" link (which admittedly might
have changed after you copied it!)

Pass Need single quotes around 'quick start' Low Closed

Pass 1) Reports link doesn't link through to Medium Closed TH 22/3: Links work now but nav bar
the reports page. shows "Home" not "Reports" or "Widgets"
2) Widgets link doesn't link through to respectively
the widgets page

Pass

Pass
Pass Needs to be configurable (CMC says it Medium Closed Des 08/06: Not going to be
currently isn't) 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

Pass Given that I have just logged in, this High Closed CMC: Fixed
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..."

Pass

Pass

Pass
Pass Formatting should be Low Withdrawn TH 23/3: failed retest
"<strong>Version 7</strong> (Status: TH 19/04: failed retest
<strong>Started</strong>)" Superseded by new story

Pass This section seems to have Medium Closed

disappeared completely! (logged in as
a.test:acute)
Pass You need to dynamically populate the Medium Closed TM Need to clarify
latest version

Pass Bold red is OK but the underline is too Low Closed

much - suggest removing it.
Pass Remove "More details" i.e. link to FAQ Medium Closed TM Need to clarify
page for now - I'd rather it was not
there than look incomplete.

Pass

N/A Didn't bother testing this since unlikely

to occur

Pass Single quotes on 'quick start' Low Closed TH 22/3 failed retest
Des 24/05 - Fixed
Pass

Pass 1) What's New link doesn't go to High Closed

What's New page
2) RSS feed link doesn't go to RSS feed
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

Pass White background not blue Low Closed Des 26/05: Fixed

Pass Section not removed Medium Closed Des 0806: Fixed

Pass

Pass

Pass

Pass Org type a.test:acute should be 3 stage Medium Closed CMC: Changed test data so Acute tests
reporting but next deadline is showing now do 3 stage assessments
as submission

Pass Can't test until above defect fixed

Pass

Pass

Pass I changed my mind on the format: can Low Closed

you remove the word "Deadline" so it
just says e.g. "Version 99 Submission"

Pass

Pass If the deadline is today it says "0 days Low Closed

overdue"" instead of "0 days to go!".
Perhaps in this case it should be in red
to highlight it

Pass Looking at the DB, the EndDate has Medium Closed nili:V8 end dates now shd be null
been set to 31/03/2011 rather than
having been left blank

Pass
Pass Completed all req'ts for a.test:acute High Closed CMC: Changed test data so Acute tests
but Baseline button didn't appear now do 3 stage assessments

Pass 1) The org code and User ID fields are Low Closed TM. 1 - Are you not worried that this will
too wide - suggest making them 8 leave a lot of 'blue space'? Have limited
characters wide as per existing system, the boxes to 10 characters and 15
or 10 at the most if 8 looks too narrow character entry.
on the screen 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 Closed

enter a max of 15 characters so I guess
this field should be 15 chars wide

Pass 3) I think the data field labels should be Low Closed 3. Labels are bold.
in bold so they stand out more (applies
generally across the application i.e. a
stylesheet change).

Pass
Pass

Pass
Pass
Pass Update details link should take user to High Withdrawn TH 08/04 retested and I get a system error
Admin/My Details page when I click this link
TH 9/6 Superseded

Pass
Pass 1) Can you change the error message Low Closed RJM
to "Organisation Code not recognised"
(Not "Error," at the beginning)
2) Can you get rid of the underline for
the error message?

Pass
Pass System displayed red star to right of Medium Closed RJM
Org Code field instead of specified
error message

Pass
Pass Can you change the error message to: Low Closed RJM
"Incorrect User ID/Password TH 14/6 Message is incorrect in case
combination" where I have a valid user ID/password
combo but have typed an existing but
incorrect org code - it sayd "Invalid
Username/Password combination"

Pass

Pass
Pass System displayed red star to right of Medium Closed RJM
fields instead of specified error
messages

Pass
Pass 1) The "Register Now" button works High Closed TH 10/3 the "register for a user account"
but the "register for a user account" link still doesn't work
link doesn't work TH 15/3 still doesn't work
2) Too much whitespace bewteen the
buttons on all register pages - can you
make them closer together please as
per prototype?

Pass Move both data fields to the right a bit Low Closed Dev environment looks fine
so that "Organisation Name TH 10/3 retested OK
Keywords:" fits onto a single line

Pass

Pass

Pass

Pass

Pass

Pass

Pass

Pass
Pass

Pass Move fields to right so that "Name Low Closed Dev environment looks fine
(Forename and Surname):" fits on a TH 10/3 retested OK
single line. Also, "Email:" needs to drop
to the left!

Pass 1) Can you change error message from Low Closed

"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..."

Pass Formatting of error message - can you Low Withdrawn Des 18/03:Is this just for this instance or
liaise with Tom to agree how this on all error messages
should look - he has used bold red text TH 23/3: I will write a separate story to fix
on other pages and also he suggested a this across the site
"cross" icon.

Pass

Pass

Pass
Pass

Pass
Pass

Pass Got a Server Error - presume some High Closed

config issue in the system test
environment with sending the email

Pass Data integrity issue - suggest trying to Medium Closed Des 18/03: Need to discuss about the
send email before creating user in sequence of the process.
database - that way, if the email fails, TH 23/3: Chris, when you get round to
the user is not created - and the user fixing this give me a shout to discuss if it's
will be able to try again. not clear
Des 08/06: Fixed
TH 14/6 not re-tested; assumed OK, low
priority

Pass The two alert boxes should be pink, not Medium Closed
blue - looking at the source you do
have the alertBox in the class, so I
guess it's the stylesheet that needs
tweaking
Pass

Pass

Pass

Pass The email received has no formatting Closed

Pass
Pass Is it possible to match on *partial* Medium Closed Des 11/03: Handling this scenario is
keywords? For example, if I type possible (ie. Searching with Prefix).
"aintree park" it matches (org code However searching with Suffix (ie. *tree
N82053) but if I enter "aintr park" it park) is not possible.
won't match. TH 23/3: well go ahead and do it then!
Des 09/06: Fixed

Pass

Pass

Pass Formatting - missing bullet points - Low Closed

probably needs the stylesheet
tweaking - check with Tom

Pass

Pass
Pass Doesn't link through to the contact us Medium Closed Link works OK but styling is an issue
page 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 Closed CMC:Have changed, have also added an
gone to Registration Step 2 (as per flow extra bullet point to display for step 8a as
8a) 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
Pass

Pass 1) Can you change the label from Low Closed

"Name:" to "PQR App Administrator
Name:" and make sure it all fits on a
single line

Pass

Pass

Pass

Pass Page H1 header "Contact Us" not Medium Closed

displayed (this seems to be common
across quite a lot of pages - is there a
stylesheet problem?)

Pass Ordering (Exeter Helpdesk first) and Medium Closed

wording as per latest version of
prototype please

Pass Ordering (Exeter Helpdesk first) and Medium Closed

wording as per latest version of
prototype please
Pass 1) Can you put a highlight box around Low Closed
the data fields as per prototype

Pass 2) Can you put mandatory field Closed

markers against the fields as per the
prototype
Pass 3) Can you make the sentence above Closed
the data fields into an "instruction"
class as per the prototype (<p
class="instruction">)

Pass 4) Can you size the details field as per Closed 15/3 Failed retest
the prototype
Pass 5) In "Email me a copy of my Enquiry", Closed
can you put a lowercase "e"on
"Enquiry"? (sorry, my fault, the
prototype was wrong)

Pass Can you put Pharma/Dentist before Medium Closed

Other as per prototype

Pass
Pass Can you order as per prototype please Medium Closed

Pass

Pass 1) Can you move the validation errors Low Closed

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)

Pass

Pass System error displayed - presume this

is to do with connfig of system test
environment re. sending emails
Pass

Pass

Pass

Pass

Pass 15/3 Sorry, I didn't spot this first time Low Closed
round...can you put the submission (a)
in red and (b) in the "Contact us
Online" section - as per the validation
errors

Pass
Pass

Pass

Pass

Pass
Pass

Pass
Pass All fields are OK but can you make the Low Closed
Name, Email and Telephone fields
wider - currently the email box is too
narrow to show an average email
address (e.g.
[email protected])
Pass
Pass 1) Can you change the wording to a Low Closed
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

Pass I expected to see Org Code on one line Medium Closed TH 15/3 failed retest
and Org Type on a separate line but I TH 22/3: failed retest
actually got a single line which said Des 18/5: Fixed
"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?

Pass
Pass 1) Can you change the wording to a Low Closed
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)

Pass Help page is all wrong! High Closed 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"

Pass Can't test until fixed step 2 above

Pass

Pass If I click "return to home page" link at Low Closed

bottom, the home page is idsplayed by
the nav bar says "Help" and the
breadcrumb says "Help > About >
Home"
Pass

Pass

Pass
Pass Wording and ordering as per Low Closed
prototype, and whilst you're at it, can
you put a capital "U" on "Contact Us"

Pass

Pass

Pass Closed

Pass

Pass Content not changed! Medium Closed

Pass
Pass

Pass

Pass If I select an org type which has no High Closed

widgets set up, I get a server error. In
the current live system it just displays
an empty list (e.g. For Dentists)

Pass

Pass

Pass
Pass

Pass

Pass

Pass

Pass

Pass
Pass

Pass

Pass
Pass

Pass

Pass
Pass

Pass

Pass
Pass

Pass Float over isn't working (it used to High Closed Des 24/05 - Fixed
work so must be broken!)
Pass
Pass
Pass
Pass Need to test with real data

Pass

Pass Tested in UAT - some docs loaded OK High Closed Des 15/06: Need to check if the file
(e.g. "Audit Programme - Mobile and physically exists.
Remote Working") but others gave me TH 16/6 CMC says this is now sorted out -
"file not found" e.g. "Bite-sized Good it was an env't problem
Practice Guide: Application Security"

Pass

Pass

Pass

Pass
Pass

Pass

Pass

Pass If I type in a keyword and then click Medium Closed Des 15/06: Fixed
"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

Pass

Pass Popup appears off-screen if near RHS Medium Closed

of screen
Pass HTML formatting needs styling up Low Closed
properly (e.g. See Org Code help on
Home Page)

Pass

Pass

Pass On Widgets List page hover over Low Closed TH - I have updated the relevant text in
'Status'. My widget states 'Answered' contextHelp v3 WIP.xml - just needs
in this column but this is not one of the copying across
stated statuses in the context sensitive
help popup

Pass Evidence location dialog box. Choose Low Closed Needs update to context help
'Internet' or 'Intranet'. The ? Next to
URL line states 'context help is not
available'
Pass The ? Next to the 'Upload New File' Low Closed
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.

Pass Checkbox icons don't match prototype Low Withdrawn TH 20/5 leave as-is
- can you change back as per e-mail
conversation with RJM and TM on 18/3

Pass

Pass

Pass Not a fail, since not in prototype, but Low Closed

Level 3 Maint label is too big. See latest
cut of prototype for markup and CSS to
make it smaller

Pass By default all sections should be Medium Closed

collapsed, whereas Attainment Level 1
and Criterion 1a are expanded

Pass Is there any way of making the collapse Low Closed

of the other section a smooth "roll-
up"? I would think roll up the other
one first then roll down the selected
one.
Pass
Pass As above, can it be smoother? Low Closed

Pass Not a fail (in fact it's very nice) but is Low Closed
there any way to make the pop-up
position relative (close) to the icon the
user clicks?

Pass Tooltip missing from icon (see Medium Closed

Pass prototype)
If I enter a CR then it displays as a Low Withdrawn TH 20/5 not a big deal so withdrawn
"wide" space. If I leave the screen and
come back it's a normal space. Only fix
this if trivial

Pass Padding between border and content Low Withdrawn TH 20/5 Changed prototype to match site!
is larger than on prototype
Pass Right padding/margin is too big in the Low Closed
RH column of the inner table
Pass

Pass

Pass

Pass

Pass

Pass The Cancel button should only appear Medium Closed

if the screen is being viewed in the
context of completing an application

Pass
Pass

Pass

Pass The selected tab has a black line Low Withdrawn TH 20/5 too difficult to fix
between the tab and content
Pass The unselected tabs need to be a Low Closed TH 08/04 Retested - Dark gray as per
darker grey colour as per prototype prototype, not blue please
(the shade you have used looks OK on
some monitors but is too pale on
others)

Pass

Pass Pop-up way too big on 800x600. Also, High Closed CMC:Looks ok on my monitor at 800x600
if I have my screen on full-res but the on both IE7 and IE6. Can you re-test
window not full size, the pop-up is still please to see if this is still an issue. RJM
too big has fixed this
TH 14/06 Just tried it in IE7 and
Pass The footer appears in front of the PQR Medium Closed RJM
Assurance Statement

Pass

Pass

Pass

Pass

Pass

Pass
Pass

Pass
Pass

Pass
Pass

Pass

Pass

Pass Need to be able to get an assessment

to status approved first
Also need Assessment Report to be
working

Pass Need to be able to get an assessment

to status approved first
Also need Assessment Report to be
working
Pass

Pass

Pass
Pass
Pass

Pass

Pass

Pass The system does not persist the High Closed RJM: caused by change of criterion from
Owner, Date or Complete status for a 1a, 1b etc to a, b, etc
newly-created action (only for a pre-
existing action)

Pass
Pass

Pass

Pass

Pass

Pass

Pass
Pass On the "Reports" page, can you move Low Closed Des 25/05 - Fixed
the Improvement Plan and Evidence
Report link to the bottom of the list

Pass Edge case not tested

Pass

Pass

Pass

Pass

Pass Both boxes should be ticked by default Medium Closed Des 25/05 - Fixed

Pass Context help icon missing to RHS of Low Closed Des 25/05 - Fixed
options
Pass If I have previously opened the report Medium Closed Des 25/05 - Fixed
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

Pass Organisation name not displayed Medium Closed Des 25/05 - Fixed

Pass Look and feel needs some work - try to Low Closed Des 02/06 - Fixed
match prototype as much as possible
e.g.:
- font
- line spacing a bit wider between
paragraphs
- left hand margin

Pass Please can you add curved corner Closed Des 15/06 - FIXED
boxes around each widget. This will Des 16/06: Refer to Christ email
clearly separate each widget. I think dt.16.06.10 18:19
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.ht
ml) 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>

Pass Current level NR, target level 2 - the High Closed Des 25/05 - Fixed
widget should be displayed (it's up to TH 26/5 - it only displays the criteria that
the user to change their target level to are not marked as achieved but that is OK
NR to get it to not display)
Pass
Pass

Pass If there is no widget owner, don't Low Closed Des 25/05 - Fixed
display the line at all

Pass If there is no current level then display Low Closed Des 25/05 - Fixed
"(not answered)"
Pass If the current level is exempt, it should Low Closed Des 25/05 - Fixed
display "Exempt" instead of blank
Pass On reflection, the suffixes Low Closed Des 25/05 - Fixed
(excluding/including maintenance) are
confusing so remove them (sorry!)

Pass If the target level is NR it's showing "4" Low Closed Des 26/05 - Fixed
and if the target level is EX is is TH 7/6 - can you change "NR" to "Not
showing "5" Relevant" and "EX" to Exempt so it
matches the "Current Level" labels?
Des 09/06: Fixed
Pass The attainment criteria Ids are beign High Closed Des 25/05 - Fixed
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"

Pass A.test:acute, req 204, current level 0, High Closed Des 25/05 - Fixed
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 de-
duplicating letters and if so this might
be fixed by fixing the above defect
which will make each criterion ID
unique

Pass

Pass
 I have a gp assessment where first 2 High Closed Des 21/06: Not able to re-produce
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.

Pass Widgets are showing with a target of Medium Closed Des 26/05 - Fixed
NR (currently showing as "4" due to TH 7/6 - still showing a widget which is
another defect) and EX (currently current level "Exempt" and target level
showing as 5) "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!
 I have a login a.test:gp and set: Closed
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.

Pass Related to the above, I added evidence Closed DES - fixed 17/06 / 18/06
and actions under the NR & EX widgets
and they still don't show on the
completed items improvement plans
 Same scenario as above, for the 1st req Closed
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.

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

Pass

Pass

Pass

Pass
Pass I marked an evidence item as obtained Medium Closed Des 28/05 - Fixed
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

Pass If the evidence location is not Low Closed Des 02/06 - Fixed
specified, display "[not specified]"
instead of leaving it blank

Pass For an uploaded file, display Low Closed Des 02/06 - Fixed
"Uploaded" followed by the filename
(see defect below - the filename also
needs to be a hyperlink)

Pass Need to fix above defect first Closed

Pass No hyperlink for uploaded evidence Medium Closed Des 02/06 - Fixed

Pass Due date is showing time as well as Medium Closed Des 26/05: Fixed
date (only date required)
Pass
Pass Edge case not tested

Pass Edge case not tested

Pass Edge case not tested

Pass

Pass

Pass

Pass

Pass I marked the assessment as confirmed Low Closed Des 03/06 - Fixed
but the system didn't display the error
message

Pass Closed

Pass
Pass Not in the spec but the list of Medium Closed Des 04/06 - Fixed
"incomplete" widgets needs to exclude
any that are "marked complete" (also
applies to S115)

Pass Setup an EXEMPT req. This has a req High Closed Des 21/06: Fixed.
owner setup. When I send the ad hoc
email an email is sent to this person
but it is completely blank.

Pass Label should be "Cc:", not "CC:" Low Closed Des 02/06 - Fixed
Pass

Pass Error message refers to "Widget Low Closed Des 04/06 - Fixed
Owner" but field label is "To"

Pass error message - should be "The Low Closed Des 02/06 - Fixed
following emails are not valid"

Pass System won't handle whitespace after Medium Closed Des 02/06 - Fixed
the comma or semicolon - it says the
secont email address is invalid

Pass

Pass

Pass Waiting for fixes to S114 before testing

Pass Heading font too large (e.g. "A Low Closed Des 03/06 - Fixed
Message from your PQR App
Administrator")

Pass Remove "PQR App Administrator" Medium Closed Des 02/06 - Fixed
name from the sender details so it just
displays DONOTREPLAY@...

Pass remove gap between recipient name Low Closed Des 02/06 - Fixed
and comma
Pass Increase paragraph spacing Low Closed Des 04/06 - Fixed

Pass Outstanding evidence not displayed (I High Closed Des 02/06 - Fixed
haven't tried but I'm guessing that
outstanding actions are not displayed
either)

Pass The system should treat newlines in Low Closed Des 04/06 - Fixed
the 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)

Pass

Pass

Pass See prototype for wording Low Closed Des 03/06 - Fixed
Pass See prototype for wording Low Closed Des 03/06 - Fixed

Pass Waiting for defect at MF step 3 to be

fixed

Pass

Pass

Pass
Pass

Pass

Pass

Pass Closed DES fixed 17/06

Pass Set 3 widgets to me as the owner. 1st High Closed DES 22/06: Fixed
is 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.
Pass
Pass

Pass

Pass

Pass

Pass

Pass Setup an action with a due date in the Medium Closed DES 22/06: Fixed
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)!

Pass
Pass

Pass

Pass
Pass
Pass Working as a.test:acute2, req 102 High Closed
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)

Pass

Pass

Pass

Pass If I type an invalid date and hit enter, Low Closed

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.
Pass If I set the target level and date and High Closed
then navigate to the next widget, the
same target level and date are re-
displayed
Pass Set target level -> done -> select High Closed RJM/CMC
previous reqt -> next -> target level is
blank

Pass

Pass If I set the target level as NR and then High Closed Data removed from database script.
click "Next" I get a system error Needs re-instating.
Pass If I set the target level as exempt and High Closed Data removed from database script.
then click "Next" I get a system error Needs re-instating.

Pass

Pass Need test data (org type with not

simplified interface and not 3 stage
reporting)

Pass

Pass
Pass

Pass

Pass Logged in as ABC user and was still able Medium Closed
to mark the widget as exempt

Pass

Pass

Pass

Pass

Pass
Pass Can you make it so that when I mark Low Closed
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.

Pass

Pass

Pass

Pass

Pass

Pass
Pass Complete and confirmed flags not Medium Closed
displayed

Pass Attainment level checkboxes not Medium Closed

displayed - should be displayed
"greyed out" (although Current Level is
displayed correctly)

Pass

Pass

Pass

Pass

Pass Not really a fail, but the prototype was Low Closed
wrong, sorry. Can you move the
Information Mappign Admin links
below "Improvement Plan Admin"
please?
Pass

Pass
Pass

Pass

Pass

Pass

Pass

Pass
Pass

Pass

Pass Sorry, I missed out an "8" between High Closed

Version and Beta

Pass

Pass
Pass The "who is this" floater isn't obviously Low Closed
a floater - I propose the following CSS
(see prototype): span.floatable
{color:blue; border-bottom:dashed 1px
blue; cursor:pointer}

Pass When I float over "Who is this", most Medium Closed

of the header bar of the page suddenly
goes white, even after the pop-up has
disappeared

Pass When I float over "Who is this", the Low Closed RJM
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)

Pass

Pass

Pass

Pass
Pass

Pass

Pass Title is too small - use <h1> Low Closed

Pass Title is too small - use <h1> Low Closed

Pass

Pass

Pass
Pass

Pass

Pass

Pass

Pass

Pass

Pass
Pass

Pass

Pass

Pass

Pass

Pass

Pass

Pass

Pass
Pass
N/A Not tested due to lack of time and low
priority
N/A Not tested due to lack of time and low
priority
N/A Not tested due to lack of time and low
priority
N/A Not tested due to lack of time and low
priority
N/A Not tested due to lack of time and low
priority
N/A Not tested due to lack of time and low
priority
N/A Not tested due to lack of time and low
priority
N/A Not tested due to lack of time and low
priority
N/A Not tested due to lack of time and low
priority
N/A Not tested due to lack of time and low
priority
N/A Not tested due to lack of time and low
priority
N/A Not tested due to lack of time and low
priority
N/A Not tested due to lack of time and low
priority
Pass

Pass

Pass

Pass

Pass
Pass

Pass

Pass One defect remaining (recorded

against S079) but is cosmetic
Pass

Pass

Pass

Pass

Pass

Pass Test using SUO

Pass

Pass

Pass
Pass

Pass

Pass

Pass

Pass

Pass

Pass

Pass
Pass

Pass

N/A Superseded

Pass

Pass

N/A Superseded

Pass
Pass

Pass

Pass

Pass

Pass
Pass Org type names have not changed - Medium Closed
possibly due to migration script not
having run

Pass As above Closed

N/A

Pass

Pass Text OK but formatting bad. Needs Low Closed nili: re-formatted text
blank lines here & there and also there
are newlines where there shouldn't be
e.g. Between "31st" and "March"
Pass

Pass

Pass I've updated the prototype - can you Low Closed

get the new heading/preamble
wording from there please

Pass

Pass Single quotes around 'Show Report' Low Closed

please
Pass
Pass

Pass

Pass

Pass

Pass
Pass System error - Aspose licence not High Closed
installed

Pass If I create a report XLS but don't close Medium Closed CMC:Was fixed as part of new approach
it, then try to create another report, taken to get over other issues with the
the system brings the first report into Excel report opening
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?

Pass

Pass

Pass
Pass

Pass

Pass

Pass

Pass
Pass
Pass

Pass

Pass

Pass

Pass

Pass

Pass

Pass

Pass

Pass
Pass
Pass

Pass

Pass

Pass

Pass

Pass

Pass

Pass
Pass

Pass

Pass

Pass

Pass

Pass

Pass

Pass
Pass

Pass Make available for EFG and GHJ too Medium Closed

Pass 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
Pass

Pass

Pass

Pass
Pass Alignment of text "Iniiative" - extra Low Closed
space on LHS

Pass

Pass

Pass Appear to be alphabetically ordered (in Low Closed Was a data issue but only for the test i.e.
sys test) - this is probably due to the Acute:Test and Gp:Test org types was
test data not having the correct order missing the ordering in the test data script
plumbed in, cos it seems OK for v8 data

Pass

Pass

Pass

Pass In order for the report to look tidy, if Low Closed

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)
Pass

Pass

Pass

Pass NR or EX should be treated as Key Medium Closed

Widget Met
Fail In order for the report to look tidy, if Low Raised
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)

Pass
Pass

Pass Include <h2> tage Report Results as Low Closed

per prototype

Pass Remove date prepared - I know Low Closed

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

Pass Table format - change all table styles Low Closed

from "listing" to "simple"
Pass Button to create XL: change label to Low Closed
"Export Report (MS Excel) - with a
tooltip "Click to export the report to
Microsoft Excel (XLS format)"

Pass Use classes "RAGRed", "RAGAmber" Low Closed

and "RAGGreen" for the RAG/grade
colours (see prototype)

Pass Don't put the report within a scrollable Low Closed Content is being cut off at the RHS due to
frame (the prototype seems OK re. the overflow:hidden in IE6.css
table going off the RHS of the page)

Pass Put an <hr> before "Report Results" (as Low Closed

per prototype)
Pass You have a empty <tr> at the end of Low Closed
the report table which is showing up as
an extra horizontal black line

Pass You are not using the "odd" and "even" Low Closed
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]

Pass You have black borders hard-coded in Low Closed

as HTML styles - remove them
Pass Context help link not there Low Closed

Pass

Pass Tested target but not stages

Pass When clicked "back to Assessment High Closed

Report" got a system error (specifically
if no previous assessment to report on)

Pass

Pass

Pass

Pass
Pass

Pass
Pass
Pass

Pass It says "Guidance" for v8+ and "Details" Low Closed

for v7-...the wrong way round!

Pass URL is High Closed

"https://www.igt.connectingforhealth.
nhs.uk/PQRTTest/UserControls/" with
no document name

Pass
Pass

Pass URL is High Closed

"https://www.igt.connectingforhealth.
nhs.uk/PQRTTest/WidgetDocuments/"
whereas in live it is something like
"https://www.igt.connectingforhealth.
nhs.uk/Guidance/PQRM_Acute_101_V
7%2009-03-24.doc"
Pass Bullet lists in tables (e.g. Reqt 101 in Low Closed Need an example in test data.
UAT):
- less white space before, after and
between each para
- indent the bullets a bit

Pass

Pass

Pass
Pass

Pass

Pass The total % score is also excluding "not High Closed

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

Pass

Pass
Pass

Pass

Pass

Pass

Pass

Pass
Pass

Pass
Pass

Pass
Pass

Pass

Pass

Pass
Pass

Pass

Pass There is a pencil icon agains the Low Closed

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
Pass See defect above Low Closed

Pass

Fail NR tickbox shown but level 0-3 Low Raised

tickboxes not shown

Pass Version 8 assessment (approved), org High Closed

a.test:acute - got system error
Pass
N/A Superseded by S165

N/A Superseded by S165

Pass
Pass

Pass

Fail Attainment criteria are shown - there Low Raised

should be no expanders against the
attainment levels

Fail The data is not shown but the Low Raised

expander is there - remove it if the
user is not entitled to see the details
Pass

Pass

Pass
Pass

Pass

Pass

Pass

Pass
Pass If I type my email address and hit Medium Closed
"Enter", it doesn't fire the "Remind
Me" button (the page refreshes but
nothing else)
Pass Can you put in some blank lines to Low Closed
make the email easier to read e.g.
After "Dear PQR App user"

Pass

Pass

Pass
Pass Can you put in some blank lines to Low Closed
make the email easier to read e.g.
After "Dear PQR App user"

Pass

Pass

Pass

Pass

Pass Can you top justify the error test with Low Closed
the error icon (use <div
class="infoMessage"> which sorts it for
free and also gives you the icon
Pass Can you top justify the error test with Low Closed
the error icon (use <div
class="infoMessage"> which sorts it for
free and also gives you the icon

Pass

Pass

Pass

Pass

Pass

Pass

Pass

Pass

Pass
Pass

Pass

Pass

Pass

Pass When not logged in, the system Medium Closed

displays a blank line followed by bullets

Pass The bullets are too far indented Low Closed

relative 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

Pass When not logged in, Can't get through High Closed
to the widget details page as there is
no link from the widgets list page! (the
"Action" column has disappeared!
Pass Text showing is "The following Medium Closed
evidence must all be obtained"

Pass

N/A Superseded by later widget

N/A Superseded by later widget

Pass

Pass

Pass

Pass

Pass
Pass

Pass

Pass
Pass

Pass The spacing around the bar separators Low Closed

is inconsistent - in some places you
have double spaces and in others you
have single spaces

Pass
Pass

Pass

Pass Text is still "You cannot directly mark Low Closed

an attainment criteria as achieved.
Please use the criteria section to enter
evidence for the criteria"

Pass
Pass The sentence "It is not mandatory to Low Closed
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:"

Pass

Pass If I am looking at the widget not within Low Closed

the context of an assessment, there
should be no yellow button (neither
"Next" nor "Done")

Pass

Pass

Pass

Pass

Pass
Pass

N/A

Pass

Pass
Pass

Pass CMC:Don’t think it could have been Closed

putting this in at all as the XML was
missing the maintenanceCriteria
element

Pass

Pass

Pass

Pass

Pass

Pass
Pass

Pass

Pass
Pass
Pass Wording doesn't match prototype Low Closed Des 20/05 - Fixed

Pass

Pass

Pass
Pass

Pass
Pass

Pass

Pass

Pass

Pass
Pass

Pass

Pass Button should be gray not yellow Low Pass Des 24/05 - Fixed

Pass

Pass
Pass

Pass

Pass
Pass

Pass
Pass

Pass

Pass

Pass

Pass
Pass

Pass

Pass

Pass

Pass

Pass
Pass
Pass
Pass

Pass Styling as per prototype please - it is Low Closed Des 26/05: Fixed
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")

Pass
Pass
Pass
Pass
Pass If I have never logged in before, display Low Closed Des 26/05: Fixed
"(first log in)" instead of leaving it blank
Pass This link is a "shortcut" to Admin/My Low Closed TH 7/6 failed re-test
Details, so (a) the Nav Bar should be Des 07/06: Latest version might not have
highlighted on "Admin" and (b) the been in the test
breadcrumb should show "Admin ->
My Details"

Pass

Pass

Pass Styling as per prototype please - it is Low Closed Des 26/05: Fixed
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")
Pass Current Assessment section (including Medium Closed
out of date warning) should not appear
for a non-assessing org type e.g. XYZ
ABC
Pass Logged in as REM, whose latest High Closed CMC:Fixed
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.

Pass
Pass
Pass "Assessments" should be plural Low Closed Des 26/05: Fixed

Pass Nav bar should highlight Medium Closed TH 7/6 failed re-test
"Assessments" and breadcrumb should Des 07/06: Latest version might not have
show "Assessments" (i.e. It should be been in the test
the same as if you clicked the
"Assessments" option on the nav bar

Pass As well as the correct text showing on High Closed Des 26/05: Fixed
the RHS of "At a Glance", the old
version of the text is also showing on
the LHS
Pass

Pass Missing full stop at end of Low Closed

introductionary para "This page gives
you..."
Pass

Pass

Pass

Pass

Pass
Pass
Pass

Pass
Pass
Pass
Pass
Pass

Pass
Pass Showing a target score of 0%. I have Medium Closed
not set any target scores so the system
should not show this table row
Pass I set target levels of <blank>, 2 and 3. Medium Closed
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%
Pass

Pass Widgets not answered should be Medium Closed

treated as level 0 for the purposes of
determining the grade

Pass

Pass Some context help not showing - need Medium Closed RJM
latest version of context help file
installing

Pass

Pass Status history pop-up doesn't work High Closed RJM

Pass change "View History" link to "view Low Closed

history" (i.e. No caps)
Pass

Pass

Pass
Pass

Pass

Pass

Pass

Pass
Pass

Pass
Pass

Pass

Pass
Pass I am unable to unapprove the High Closed TH 16/6 CMC says he fixed this yesterday
assessment once approved (don't need
to fix for beta test phase 2)

Pass

Pass

Pass

Pass

Pass

Pass

Pass

Pass

Pass

Pass
Pass

Pass

Pass

Pass

Pass
Pass

Pass Table shouldn't have thick blue border Low Closed

Pass Req numbers should be larger, bold, Low Closed Font size still too small - see prototype for
black appropriate style "widgetNumber"
Pass Table text should be black Low Closed
Pass Initiative headnings should be black Low Closed
Pass Remove nbsp from "Req No" table Low Closed
heading so column can be narrower
Pass Although gramatically correct, can you Low Closed
remove the "." from "Req." in "Req.
No" and "Key Req." column headings
please
Pass Remove nbsp from "Attainment Level" Low Closed
table heading so column can be
narrower
Pass

Pass

Pass

Pass
Pass

Pass

Pass

Pass

Pass

Pass This button should only be yellow if the Medium Closed

assessment is "ready to advance"
(check with Chris for rules). If not, all
buttons should be gray (which I admit
is not perfect)
Pass

Pass

Pass The printable version includes an Low Closed

empty Action column - can you remove
it?
Pass Showing as "Matching Widgets" Medium Closed

Pass Note the buttons are changed to

"View" once each req't is marked
complete which is OK

Pass
Pass Currently says "Acute Assessment" Medium Closed

Pass

Pass

Pass

Pass

Pass

Pass What's New article headers seem to be Low Closed current 1.1em for <h3> and 0.9em for <p>
fixed size TH 25/6 - need to update
#mainContent.h3 to 1.1em too

Pass
Pass No underlines - CSS problem I suspect Low Closed

Pass
Pass

Pass

Pass

Pass

Pass

Pass
Pass

Fail Home page - log in validation failure Low Fixed

doesn't have a "!" icon

Pass
Pass Text for a bullet point which goes onto Low Closed Des 23/06: Fixed
a second line could be better indented

Pass Closed Des 23/06: Could not find any issue. Need
specific instances.

Pass Remove the <h3> tag starting "BSI Low Closed Des 23/06: Fixed
ISO/IEC" which is immediately below
the <h1> tag
Pass

Pass

Pass Registration Step 1 - can you explicitly Low Closed

set the width of the first column in
both tables to the same so that they
line up (see prototype for markup)

Pass Registration Step 6 - can you explicitly Low Closed

set the width of the first column in
both tables to the same so that they
line up (see prototype for markup)

Pass You've added tables but not set the Medium Closed
class "dataLayout" (you will also need
to copy the relevant styles from
master_delta.css")

Pass
Pass Working as a.test:acute2: Medium Closed CMC:This was a problem with the test
- deleted v99 assessment manually via data set up in that you had 2 different
database (since you can no longer versions (Acute Test V7 and V99) which
delete via the front end) had the same start/end dates. This would
- unapproved v7 assessment (manually never happen in real life and so have
via DB since "Unapprove" button not changed the test data to make it reflect
available on Ass Summ screen - defect) how it would be in real life (V7 being set to
- cycled v7 assessment through various have data reange of a year before V99)
statre changes, finally ending up at and all works ok.
"approved" again TH 16/6 didn't retest since only test data
- Logged out and logged in
- System showing v7 assessment but
hasn't created v99 assessment

Not Tested Not tested since no change fron

current
Pass

Pass
Pass

Pass

Pass I'm pretty sure the help topic HTML Low Closed CMC/RJM
files should not be in the
knowledgebasenew folder
Pass

Pass

Pass

Pass

Pass

Pass

Pass

Pass
Pass

Pass

Pass
Pass

Pass

Pass

Pass

Pass

Pass

Pass

Pass
Pass Can you make the cursor focus in the Low Closed
"action" field when I click "add an
action"

Pass Can you change the Evidence Location Low Closed

and Evidence Description "plus" icons
to "pencil" (edit) icons (and the minus
icon to "tick" icons)

Pass

Pass

Pass

Pass

Pass RJM
Pass IE6 fix: Keep your eyes closed then you
wont notice. No widget 202. Not sufficient
information on conditions to recreate
problem.

Pass RJM

Pass 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

Pass

Pass RJM: problem with z-index on IE6. Placed

jQuery bgiframe plugin onto master page
to overcome it

Pass RJM

Pass RJM

Pass RJM:Not found

Pass RJM

Pass RJM

Pass The checkboxes are disabled but I get Low Closed By implementation of s208
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

Pass RJM
Pass Closed RJM

Pass

Pass Closed

Pass

Pass RJM
Pass Re-test in UAT once re-deployed Closed CMC

N/A
Pass

Pass Des 16/06: Fixed

Pass

Pass

Pass RJM

Pass RJM

Pass CMC

Pass Withdrawn Not found

TH 22/6 - can't re-create
Pass RJM

Pass RJM
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

Pass RJM
Pass Closed Not found
TH 22/6 - Last sentence in para under
heading "What is the PQR App?"

Pass RJM

Pass CMC

Pass RJM

Pass Des 15/06: Fixed

Pass RJM

Pass CMC

Pass RJM
Pass RJM

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.

Pass Closed CMC

Pass

Pass

Pass Need UAT rebuild with full req't set Closed Tried in sys test and its still not grouping
by initiative
Pass Closed Not found

N/A

Pass CMC

Pass Closed

Pass Closed

Pass Closed
Pass Closed Nothing to do with sequence. It's due to
attempting to upload a file without an
extension.

Pass Closed

Pass Closed

Pass It's an issue with widget2fo.xsl - TH has

emailed update to TM

Pass EP - retested again 24/06 on UAT Closed

(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 (2010-
2011).

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.

Pass

Pass RJM Closed

Pass Closed

Pass Closed Des 25/06: Fixed

EP - Retest passed 25/06

Pass Closed Des 25/06: Fixed

EP - Retest passed 25/06

Pass

Pass

Pass RJM

Pass RJM
Pass home page - extraneous <label> tag in Medium Closed
TD cell to left of "Log In" button

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 Medium Closed The "for" ID is wrong - it's missing
"for" in Org Code label "_ddlOrgTypes" off the end
Pass Assessment Report page - Assessment Medium Closed
label not marked up as a label
Pass Assessment Report page - First group Medium Closed EP - Retest failed
of checkboxes not marked up as labels
Pass Assessment Report page - second Low Closed
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

Fail Register Step 4 Medium Raised nili: after discussions with TH left for next
Fields: iteration
Name (Forename Surname)
Email
Confirm Email
Telephone

Pass Admin link Medium Closed EP - Retest failed

New User link
Field:
Name (Forename Surename)

Pass Admin link Medium Closed EP - Retest failed

My Details link TH - need suffix "_txtName" in "for" field
Field:
Name (Forename Surename)
Pass Admin link Medium Closed
My Password link
Fields:
Current Password
New Password
Confirm New Password

Pass Logged in as ABC Medium Closed EP - Retest failed

Admin link TH - you need a suffix "_ddlOrgTypes" on
Organisation Admin link the ID in the "for" field
Field:
Organisation Type dropdown

Fail Widget Details screen Medium Raised nili: after discussions with TH left for next
Fields: iteration
Target Level
Target Date

Fail Evidence Location dialog box Medium Raised nili: after discussions with TH left for next
Fields: iteration
Evidence Location dropdown
Uploaded File (Uploaded File)
URL (Internet/Intranet)
Fielname (Local File)
Details (Other)

Fail Trust User Medium Raised nili: after discussions with TH left for next
Submit Baseline & Performance iteration
Update
Widget Details screen
Fields:
Widget Complete
Widget Confirmed
Fail EP NEW Medium Raised
Assessment Report screen
aka ReportsOrganisationChooser.aspx
Organisation Type drop down

Pass

Pass Have commented it out.

Pass

Pass

Pass Above the reset box it randomly says: Low Closed

"Question 30:"

Pass

Pass It says "Today" but not the time! Medium Closed

Pass Could you also remove the text "and Low Closed
read the appropriate "Getting Started"
material" - this is now obsolete

Pass

Pass

Pass

Pass

Pass
Pass

Pass

Pass

Pass
Pass

Pass
Pass

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?
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.

Pass GT - There now appears to be multiple

piecharts each of these are current.
Pass

Pass

Pass

Pass

Pass

Pass Column A needs to be a bit wider to Medium Closed

accommodate the wider text
Pass

Pass

Pass
Pass

Pass
Pass

Pass

Pass

Pass

Pass

Pass

Pass

Pass

Pass
Pass

Pass
Pass

Pass

Pass

Pass

Pass

Pass

Pass

Pass
Pass
Pass

Pass
Pass Link to quick start guide (under step 1 Medium Closed
of 5) doesn't work - needs to open in a
new window - applies to all 3 help files
Pass

Pass

Pass

Pass Not updated yet Medium Closed

Pass Medium Closed

Pass Medium Closed

Pass Not yet done

Pass Closed
Pass Closed
Pass TH: "Upload File" looks good when you Medium Closed
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 Closed

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'
Pass 24/06 EP - RAISED INCORRECTLY Closed Very odd change request that makes no
sense and completely changes the way the
After uploading one document as upload evidence works currently. Will take
evidence, click to add another piece of several hours to do.
evidence and select 'Uploaded' (which TH 25/6 - explained to RJM on the phone
should actually be 'Upload File' as per and now understood and already fixed!
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'

Pass Closed

Pass Closed

Pass Tested by TH

Pass Tested by TH

Pass Closed
Pass

Pass

Pass Not specifically related to test above Low Closed EP - This info doesn't appear to even be
but it's in this area. there anymore. Need to check if ok? RJM:
I uploaded the same file in different these items are being displayed ok now as
places: required. Dont understand above
comment?
Req 102 - 1a
Req 102 - 1b EP - Forgot to actually click 'save' after
Req 102 - 2a 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.

Pass Closed

Pass Closed

Pass Closed
Pass Closed

Pass Closed

Pass Closed

Pass The callout that states: (next to Low Closed

attainment level 1)

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 Low Closed
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.

Pass

Pass

Pass

Pass

Pass Richard has put "Widget Complete Low Closed

Confirmed" instead of "Widget
Confirmed Complete"
Pass

Pass Criteria preamble (class Low Closed

"attainmentLevelPrompt") and
evidence preamble (class
"attainmentCriterionPrompt") are now
too small

Pass Dental Practice section, "PQR App Low Closed

view" para - should be in italics.
EFG section - ditto (not bold).
Sorry, my fault - prototype was wrong.

Pass

Pass Home page "What's New..." section Low Closed

should not have been changed - since
it only shows the last 4 articles. Don't
forget the ellipses either :)

Pass Closed
Pass Need to rebuild test Closed

Pass

Pass Need "s" on the end of "show" and Low Closed

need bold for "all"

Pass Org name and date should be <h2> not Low Closed
<h3>
Pass Changed wording in some help files as
well

Pass
Pass Nav bar items have grown slightly in Low Closed
font size and now Information
Mapping crashes into the current item
marker at the RHS

Pass TH: Sorry, my fault, hadn't copied the Low Closed

prototype across to the shared drive.
Have a look at it now.

Pass

Pass

Pass Spare " at the end of added para Closed

Pass

Pass Too much - I only wanted a single Closed

space!
Pass

Pass

Pass

Pass

Pass

Pass

Pass

Pass

Pass

Pass
Pass Closed

Pass CMC: Tested this in live and couldn't Withdrawn TH 6/7 couldn't re-create either!
recreate all appeared fine so marking
as fixed

Pass Closed

Pass CMC:Again appeared fine in live so Closed TH 6/7 needs testing in live (can't test in
marking as Fixed sys test)
Pass Closed

Pass Need to test in live Closed 6/7 tested OK in live

Pass Closed
Pass Closed

Pass CMC: Also made this change live Closed

Pass CMC: Fixed this issue and some other Closed TH 6/7 couldn't re-test since original issue
issues with this page i.e. was showing came by way of a help desk call
the Org type as the code

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

Pass Closed

Pass Closed

Pass DEV - login details Closed CMC:Cant re-create on local or UAT

p87639/elpe/4testing. Not found. enviroment. I wonder iof changes to this
Need more info re browser version etc. screen have fixed this issue anyway so
Tested with IE8/Chrome. marked as fixed
TH 13/7 assumed fixed without retest
EP - That’s cos UAT has been rebuilt.
You just need to setup another gp user
to test this with.

Pass Closed
Pass Closed

Pass THMA Re-working Closed

Pass Closed

Pass Closed
Pass Closed

Pass Closed

Pass Closed

Pass Closed

Pass Closed tested by cmc

Pass Closed

Pass DB tweak done - PDF files need re- Closed

creating
Pass TH 14/7 Suspect this is a Citrix security Withdrawn TH 23/07 Assumed client-side problem -
permissions issue so have asked user user never got back to us to confirm
to check it out with their IT people
([email protected]; 01582
568935).
Awaiting a response
Pass Works OK in UAT - problem is sys test Closed
doesn't have Symantec installed - so
just need to fix in sys test env't

Fail Raised

Fail Raised 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.
Fail Raised

Pending Raised

Fail Raised

Pending Raised CMC:Was only occuring on those widgets

which didn't have a Training Tool section
entry.

Pass Closed Firefox has a whole heap of it's own quirks

Pass Closed As above

Pass Closed As above. There are many issues on

several pages with Firefox.

Pass Closed
Fail [tohe] Stylesheet change required for Raised
"vsisted" style of the link

Fail Failed EP - Retest failed 25/06

Fail Raised

Fail Raised

Fail Raised

Fail Raised

Fail Raised

Pending Raised

N/A Withdrawn This is related to problem outlined in step

10
N/A Withdrawn This is duplicate of step 7
Pending Raised

Fail Raised

Fail Raised

Pass Closed
Pending Raised

Pending Raised

Pass Closed

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

Pass The wording on the error page is Medium Closed

confusing - Do I click the error ID or
click the email link?

Pass No server code in sys test - suspect this Medium Closed

needs configuring so I can re-test
Pass
Pass When I click on the error ref the Medium Closed
system 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

Pass I suspect that the error details are Medium Closed Changed the error handling so that if it
being stored in the DB - this is a bad cannot write to the database it outputs a
idea since the error might be that the particular error message stating this.
DB is down. Rather it should send the Writing to log files etc can produce their
error details to an error log own errors anyway

Pass Created a system error using the High Closed

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"
Pending GT - When editing a users role, once Low Raised CMC:Have added a user updated message
updated the screen should either to the screen. Also changed to remove
return to the previous screen and/or extra whitespace in role summary on user
provide confirmation that the role has summary screen. Have also added Cancel
been updated. Also the commas button to User details screem
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.

Pass
Pass
Pass

Pass

Pass GT - Assessment, PPR and High Withdrawn CMC:Cannot re-create locally or on system
Improvement Plan Reports are all test will need to check with Gee what org
visible for my organisation and PPR for type he used etc.
other organisations
Pass

Pass

Pass GT - Assessment, PPR and High Withdrawn CMC:Cannot re-create locally or on system
Improvement Plan Reports are all test will need to check with Gee what org
visible for my organisation and PPR for type he used etc.
other organisations

Pass

Pass

Pass
Pass

Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass

Pass

Pass
Pass

Pass

Pass

Pass
Pass

Pass

Pass
Pass As an nhscfh user i am unable to tick Medium Closed
the "Exempt" box (it's greyed out)

Fail Tick widget as complete - all Low Raised

attainment 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

Pending

Pending
Pending

Pending
Pass
Pass

Pass Published new req't 102 to acute, went Medium Closed

into web app, viewed req't and KB links
were there - they should not have
been.
Pass

Pass

Pass System error as sent to Tom High Closed

Pass

Pass Published req data then published req High Closed TH retected still failed
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

Pass

Pass Started RATty, didn't import data into Medium Closed 19/07 TH retested still failed
staging tables, ran XLS publish, RATty
crashed with no error message

Pass Started RATty, did import data, didn't High Closed

publish data, ran XLS publish, got the
following error: "Publish failed & Rolled
Back with: Object cannot be cast from
DBNull to other types

Pass

Pass Tried to publish XLS based on full RATty High Closed

DB (not just a subset). Got the
following error: "A an item with the
same key has already been added"
Des 11/06: Fixed
Actor Name Description
General User Any user, whether logged in or not
Anonymous User Any user who is not logged in
Logged In User Any user who is logged in
Organisation User 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 User responsible for performing admin tasks for their
Administrator organisation
Organisation Auditor User responsible to auditing assessments for a specific
XYZ ABC User organisation
User within XYZ ABC responsible for performing various cross-
organisation admin tasks
Sys Admin System administrator
Story Point Count Summary

Increment Story Points Man Days Velocity

v8.0 (i1) 30.75 29 1.06

v8.0 (i2) 47.00 60 0.78
v8.0 (i3) 58.00 59 0.98
v8.0 (i4) 48.00 70 0.69
v8.0 (i5) 50.50 59.5 0.85
v8.0 (i6) 37.00 37 1.00
v8.0 (i7) 22.50 69.5 0.32
v8.0 (i8) 13.00 37 0.35

Total 306.75 421 0.73

Increment Total Story Total Man Estimated Total Story Actual Date Man Days Man Days Story Points
Name Points In Days Velocity Points Velocity (Today) (Cumulative) (Est
Scope Delivered Cumulative)

v8.0 (i1) 30.75 29 1.06 30.75 1.06 Week 1 25/1/2010 1 1 1.06

26/1/2010 1 2 2.12
27/1/2010 1 3 3.18
28/1/2010 1 4 4.24
29/1/2010 1 5 5.30
Week 2 1/2/2010 0 5 5.30
2/2/2010 0 5 5.30
3/2/2010 3 8 8.48
4/2/2010 3 11 11.66
5/2/2010 3 14 14.84
Week 3 8/2/2010 3 17 18.03
9/2/2010 3 20 21.21
10/2/2010 3 23 24.39
11/2/2010 3 26 27.57
12/2/2010 3 29 30.75

35

30

25

20
Story Points

Colum
Colum
15

10

0
40203 40204 40205 40206 40207 40210 40211 40212 40213 40214 40217 40218 40219 40220 40221
10

0
40203 40204 40205 40206 40207 40210 40211 40212 40213 40214 40217 40218 40219 40220 40221
 Story Points Story Points
(Actual Today) (Actual
Cumulative)

0 0 0
2 2 0
3.75 5.75 0
0.5 6.25 0
2 8.25 0
0 8.25 0
0 8.25 0
0 8.25 0
5 13.25 0
0 13.25 0
2 15.25 2
0 15.25 2
5 20.25 0.5
2.5 22.75 0.25
8 30.75 2
0.5
0.5
0.25
0.25
0

Column L
Column N

0 40221
0 40221
Increment Total Story Total Man Estimated Total Story Actual Date Man Days Man Days Story Points
Name Points In Days Velocity Points Velocity (Today) (Cumulative) (Est
Scope Delivered Cumulative)

v8.0 (i2) 47 60 0.78 47 0.78 Week 1 15/2/2010 0 0 0.00

16/2/2010 2 2 1.57
17/2/2010 4 6 4.70
18/2/2010 4 10 7.83
19/2/2010 4 14 10.97
Week 2 22/2/2010 5 19 14.88
23/2/2010 5 24 18.80
24/2/2010 5 29 22.72
25/2/2010 5 34 26.63
26/2/2010 5 39 30.55
Week 3 1/3/2010 4 43 33.68
2/3/2010 4 47 36.82
3/3/2010 4 51 39.95
4/3/2010 4 55 43.08
5/3/2010 4 59 46.22
Week 4 8/3/2010 1 60 47.00

50

45

40

35

30
Story Points

25 Colum
Colum
20

15

10

5
 Colum

Sto
20

15

10

0
40224 40225 40226 40227 40228 40231 40232 40233 40234 40235 40238 40239 40240 40241 40242 40245
Story Points Story Points
(Actual Today) (Actual
Cumulative)

0 0
0 0
0.5 0.5
2 2.5
0 2.5
0.5 3
7 10
6 16
9 25
0 25
2 27
2 29
0 29
8 37
6 43
4 47

Column L
Column N
 Column N

2 40245
Increment Total Story Total Man Estimated Total Story Actual Date Man Days Man Days Story Points
Name Points In Days Velocity Points Velocity (Today) (Cumulative) (Est
Scope Delivered Cumulative)

v8.0 (i3) 58 59 0.98 58 0.98 Week 1 8/3/2010 4 4 3.93

aim for 0.8 9/3/2010 3 7 6.88
47.2 10/3/2010 3 10 9.83
11/3/2010 3 13 12.78
12/3/2010 3 16 15.73
Week 2 15/3/2010 6 22 21.63
16/3/2010 5 27 26.54
17/3/2010 5 32 31.46
18/3/2010 5 37 36.37
19/3/2010 4 41 40.31
Week 3 22/3/2010 4 45 44.24
23/3/2010 5 50 49.15
24/3/2010 4 54 53.08
25/3/2010 4 58 57.02
26/3/2010 0 58 57.02
Week 4 29/3/2010 0 58 57.02
30/3/2010 1 59 58.00

70

60

50

40
Story Points

Colum
Colum
30

20
 40

Story Points
Colum
Colum
30

20

10

0
40245 40246 40247 40248 40249 40252 40253 40254 40255 40256 40259 40260 40261 40262 40263 40266 40267
Story Points Story Points Chris Richard Tom Des Niall
(Actual Today) (Actual
Cumulative)

0 0 1 0 1 2
0 0 1 1 1
0 0 1 1 1
0 0 1 1 1
0 0 1 1 1
0 0 1 1 1 2 1
5.5 5.5 1 1 1 1 1
6 11.5 1 1 1 1 1
3 14.5 1 1 1 1 1
8 22.5 1 1 1 1
0 22.5 1 1 1 1
17.5 40 1 1 1 1 1
2 42 1 1 1 1
1 43 1 1 1 1
3 46
0 46
12 58 1

Column L
Column N
 Column L
Column N

66 40267
Increment Total Story Total Man Estimated Total Story Actual Date Man Days Man Days Story Points
Name Points In Days Velocity Points Velocity (Today) (Cumulative) (Est
Scope Delivered Cumulative)

v8.0 (i4) 48 70 0.69 48 0.69 Week 1 29/3/2010 0 0 0.00

aim for 0.75 30/3/2010 3 3 2.06
52.5 31/3/2010 4 7 4.80
1/4/2010 4 11 7.54
2/4/2010 0 11 7.54
Week 2 5/4/2010 0 11 7.54
6/4/2010 5 16 10.97
7/4/2010 5 21 14.40
8/4/2010 5 26 17.83
9/4/2010 7 33 22.63
Week 3 12/4/2010 5 38 26.06
13/4/2010 5 43 29.49
14/4/2010 5 48 32.91
15/4/2010 5 53 36.34
16/4/2010 7 60 41.14
Week 4 19/4/2010 5 65 44.57
20/4/2010 3 68 46.63
21/4/2010 1.5 69.5 47.66
22/4/2010 0.5 70 48.00

60

50

40
Story Points

30 Colum
Colum

20
Story Points
30 Colum
Colum

20

10

0
40266 40267 40268 40269 40270 40273 40274 40275 40276 40277 40280 40281 40282 40283 40284 40287 40288 40289 40290
Story Points Story Points Chris Richard Tom Des Niall
(Actual Today) (Actual
Cumulative)

0 0 0 0 0 0 0
0.5 0.5 1 1 0 1 0
1 1.5 1 1 1 1 0
3 4.5 1 1 1 1 0
0 4.5 0 0 0 0 0
0 4.5 0 0 0 0 0
0 4.5 1 1 1 1 1
2 6.5 1 1 1 1 1
0 6.5 1 1 1 1 1
1.5 8 1 2 1 2 1
0 8 1 1 1 1 1
5 13 1 1 1 1 1
3 16 1 1 1 1 1
2 18 1 1 1 1 1
12 30 1 2 1 2 1
3 33 1 1 1 1 1
6 39 0 0 1 1 1
6 45 0 0 1 0 0.5
3 48 0 0 0.5 0 0

Column L
Column N
 Column L
Column N

289 40290
Increment Total Story Total Man Estimated Total Story Actual Date Man Days Man Days Story Points
Name Points In Days Velocity Points Velocity (Today) (Cumulative) (Est
Scope Delivered Cumulative)

v8.0 (i5) 50.5 59.5 0.85 50.5 0.85 Week 1 19/4/2010 0 0 0.00
aim for 0.75 20/4/2010 2 2 1.70
44.625 21/4/2010 3.5 5.5 4.67
22/4/2010 4.5 10 8.49
23/4/2010 4.5 14.5 12.31
Week 2 26/4/2010 3 17.5 14.85
27/4/2010 2.5 20 16.97
28/4/2010 3.5 23.5 19.95
29/4/2010 4 27.5 23.34
30/4/2010 5 32.5 27.58
Week 3 3/5/2010 0 32.5 27.58
4/5/2010 2 34.5 29.28
5/5/2010 2.5 37 31.40
6/5/2010 3 40 33.95
7/5/2010 4 44 37.34
Week 4 10/5/2010 3 47 39.89
11/5/2010 3 50 42.44
12/5/2010 3 53 44.98
13/5/2010 3 56 47.53
14/5/2010 2.5 58.5 49.65
Week 5 17/5/2010 0 58.5 49.65
18/5/2010 1 59.5 50.50

60

50

40
tory Points

30 Colum
Colum
 50

40

Story Points
30 Colum
Colum

20

10

0
40287 40288 40289 40290 40291 40294 40295 40296 40297 40298 40301 40302 40303 40304 40305 40308 40309 40310 40311 40312 40315 40316
Story Points Story Points Chris Richard Tom Des Niall
(Actual Today) (Actual
Cumulative)

0 0 0 0 0 0 0
0 0 1 1 0 0 0
0 0 1 1 0 1 0.5
1 1 1 1 0.5 1 1
4 5 0.5 1.5 0.5 1.5 0.5
1 6 1 1 1 0 0
5.5 11.5 0.5 1 1 0 0
1 12.5 1 1 1 0 0.5
4 16.5 1 1 1 0 1
4.5 21 1 2 1 0 1
0 21 0 0 0 0 0
0 21 0 0 1 1 0
4.5 25.5 0 0 1 1 0.5
0 25.5 0 0 1 1 1
2 27.5 0 0 1 2 1
5 32.5 1 0 0 1 1
0 32.5 1 0 0 1 1
3 35.5 1 0 0 1 1
5 40.5 1 0 0 1 1
8.5 49 1 0 0 1 0.5
0 49 0 0 0 0 0
1.5 50.5 1 0 0 0 0

Column L
Column N
 Column L
Column N

0315 40316
Increment Total Story Total Man Estimated Total Story Actual Date Man Days Man Days Story Points
Name Points In Days Velocity Points Velocity (Today) (Cumulative) (Est
Scope Delivered Cumulative)

v8.0 (i6) 37 37 1.00 37 1.00 Week 1 17/5/2010 0 0 0.00

aim for 0.75 18/5/2010 2 2 2.00
27.75 19/5/2010 3 5 5.00
20/5/2010 3 8 8.00
21/5/2010 2 10 10.00
Week 2 24/5/2010 2 12 12.00
25/5/2010 3 15 15.00
26/5/2010 3 18 18.00
27/5/2010 3 21 21.00
28/5/2010 4 25 25.00
Week 3 31/5/2010 0 25 25.00
1/6/2010 2 27 27.00
2/6/2010 4 31 31.00
3/6/2010 3 34 34.00
4/6/2010 3 37 37.00

40

35

30

25
Story Points

20 Colum
Colum
15

10

0
40315 40316 40317 40318 40319 40322 40323 40324 40325 40326 40329 40330 40331 40332 40333
15

10

0
40315 40316 40317 40318 40319 40322 40323 40324 40325 40326 40329 40330 40331 40332 40333
 Story Points Story Points Chris Richard Tom Des Niall
(Actual Today) (Actual
Cumulative)

0 0 0 0 0 0 0
0.5 0.5 0 1 0 1 0
1 1.5 1 1 0 1 0
0 1.5 1 1 0 1 0
2 3.5 0 1 0 1 0
0 3.5 0 1 0 1 0
2 5.5 1 1 0 1 0
2 7.5 1 1 0 1 0
7 14.5 1 1 0 1 0
5 19.5 1 1 0 2 0
0 19.5 0 0 0 0 0
5 24.5 1 1 0 0 0
5 29.5 1 1 1 1 0
0 29.5 1 1 0 1 0
7.5 37 1 1 0 1 0

Column L
Column N

2 40333
2 40333
Increment Total Story Total Man Estimated Total Story Actual Date Man Days Man Days Story Points
Name Points In Days Velocity Points Velocity (Today) (Cumulative) (Est
Scope Delivered Cumulative)

v8.0 (i7) 22.5 69.5 0.32 22.5 0.32 Week 1 7/6/2010 2 2 0.65
aim for 0.75 8/6/2010 2.5 4.5 1.46
52.125 9/6/2010 5 9.5 3.08
10/6/2010 5 14.5 4.69
11/6/2010 5 19.5 6.31
Week 2 14/6/2010 5 24.5 7.93
15/6/2010 5 29.5 9.55
16/6/2010 5 34.5 11.17
17/6/2010 5 39.5 12.79
18/6/2010 5 44.5 14.41
Week 3 21/6/2010 5 49.5 16.03
22/6/2010 5 54.5 17.64
23/6/2010 5 59.5 19.26
24/6/2010 5 64.5 20.88
25/6/2010 5 69.5 22.50

25

20

15
Story Points

Colum
Colum
10

0
40336 40337 40338 40339 40340 40343 40344 40345 40346 40347 40350 40351 40352 40353 40354
5

0
40336 40337 40338 40339 40340 40343 40344 40345 40346 40347 40350 40351 40352 40353 40354
 Story Points Story Points Chris Richard Tom Des Niall
(Actual Today) (Actual
Cumulative)

0 0 0 0 1 1 0
0 0 0.5 0.5 0.5 0.5 0.5
0 0 1 1 1 1 1
2 2 1 1 1 1 1
1 3 1 1 1 1 1
0 3 1 1 1 1 1
1.5 4.5 1 1 1 1 1
0 4.5 1 1 1 1 1
2 6.5 1 1 1 1 1
1.5 8 0 2 1 1 1
0 8 1 1 1 1 1
1 9 1 1 1 1 1
8 17 1 1 1 1 1
0.5 17.5 1 1 1 1 1
5 22.5 1 1 1 1 1

Column L
Column N

3 40354
3 40354
Increment Total Story Total Man Estimated Total Story Actual Date Man Days Man Days Story Points
Name Points In Days Velocity Points Velocity (Today) (Cumulative) (Est
Scope Delivered Cumulative)

v8.0 (i8) 15 37 0.41 13 0.35 Week 1 28/6/2010 1 1 0.41

aim for 0.75 29/6/2010 4 5 2.03
27.75 30/6/2010 4 9 3.65
1/7/2010 3 12 4.86
2/7/2010 2 14 5.68
Week 2 5/7/2010 2 16 6.49
6/7/2010 2 18 7.30
7/7/2010 2 20 8.11
8/7/2010 2 22 8.92
9/7/2010 0 22 8.92
Week 3 12/7/2010 2 24 9.73
13/7/2010 2 26 10.54
14/7/2010 2 28 11.35
15/7/2010 2 30 12.16
16/7/2010 2 32 12.97
Week 4 19/7/2010 1 33 13.38
20/7/2010 2 35 14.19
21/7/2010 2 37 15.00

16

14

12

10
Story Points

8 Colum
Colum
6

4
Story Point
8 Colum
Colum
6

0
40357 40358 40359 40360 40361 40364 40365 40366 40367 40368 40371 40372 40373 40374 40375 40378 40379 40380
Story Points Story Points Chris Richard Tom Des Niall
(Actual Today) (Actual
Cumulative)

0 0 0 0 0 1 0
0 0 1 1 1 1 0
1 1 1 1 1 1 0
1 2 1 1 1 0 0
0 2 1 0 1 0 0
5 7 1 0 1 0 0
0 7 1 0 1 0 0
0 7 1 0 1 0 0
0 7 1 0 1 0 0
0 7 0 0 0 0 0
0 7 1 0 1 0 0
0 7 1 0 1 0 0
0 7 1 0 1 0 0
0 7 1 0 1 0 0
0 7 1 0 1 0 0
0 7 1 0 0 0 0
0 7 1 0 1 0 0
6 13 1 0 1 0 0

Column L
Column N
 Column L
Column N

379 40380