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- Configuration has been defined and validated, and it appears to be working properly.
- Parameters
- Maintenance Values (see exceptions below)
- Workflow and User Access has been validated.
- This means that we have verified that a person assigned to a particular role receives the appropriate workflow requests, and has the appropriate access to KFS & docs.
- This does NOT mean that the people who are assigned to these roles are the ultimate individuals who will have the role (in other words, we did NOT define the specific individuals who will be in those roles).
- Batch processes for the modules are functioning properly.
- Customizations that were available in Dev by 1/14 have been validated and are either in Test or are ready to migrate to Test.
- Data Conversion that was complete and available in Dev by 1/14 has been validated.
- All customizations have been identified and are listed on one of the Customizations HQ pages.
Smoke Tests
"Smoke test" a (non-production) environment after rebuild or refresh
#Basic Basic
This will tell you if KFS and Cynergy are working
Main Menu > Transactions > Financial Processing > Distribution of Income and Expense
Description = "test edoc"
under 'From' click "Add"
Account = "G254700"
Object = "6100"
Amount = "50.00"
under 'To' click "Add"
Account = "G254200"
Object = "6100"
Amount = "50.00"
click "Save"
click "Submit"
Backdoor log in as the Approver for the edoc you just created: "rmy1"
click "Action List"
click on the edoc you created
click "Approve"
Identity (Sarah)
- Add a person to a Role
- Search for a person by Role
- Change Role to Inactive
Chart of Accounts (Dave & Shelley)
- Beginning balances on operating accounts are correct
- Monthly activity is correct (all available months)
- A&L account mapping is correct
- A&L account beginning balances are correct
- Account Roles (Fiscal Officer,Account Supervisor, Account Manager)
- Org structure
- Sub Fund and Higher Ed Function tables
- Validate Maintenance e-docs
- Validate Account, Sub-Account, Sub-Object Code e-docs
- Check route log
- Check action list
- Check Accounts for sufficient data: Fiscal Officer, Account Supervisor, Account Manager #Financial
Financial Processing (Sherry)
- User access for non-employees
- Use e-docs to create transactions
o Advance Deposits - to ensure the bank parameters came in correctly
o Internal Billing - send it through for approval (that is where the backdoor comes in
o JV - checks on the roles (again backdoor in) - Backdoor in and approve transactions
Note: Create e-docs that will support smoke testing for Capital Assets and Contracts and Grants
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