Test run #
Before you invite everyone, play each part yourself with test accounts.
Prepare test accounts #
| Test user | User type | Roles |
|---|---|---|
| Test guest | Default | Guest, Guest Portal, hotel property role |
| Sales | Job | Director of Sales, Sales approval, hotel property role |
| Banquets | Job | Banquet Manager, Banquets approval, hotel property role |
| Finance | Job | Financial Controller, Finance approval, Finance Records, hotel property role |
| Employee | Job | Employee, All Staff, hotel property role |
| Department head | Job | Front Office Manager, Department Head approval, hotel property role |
| HR | Job | HR Manager, HR approval, HR Records, hotel property role |
Use a second browser or a private window to be signed in as two people at once.
Test 1: Banquet & Event Booking #
- Guest: open Apply → Banquet & Event Booking, fill it in and Submit.
- Sales: the enquiry appears under Assigned Tasks. Add the proposal number in Tags, press Send Proposal, then Proposal Accepted.
- Finance: record the advance in Tags, then Contract Signed & Advance Received.
- Banquets: add the BEO number, then after the event Event Executed.
- Finance: record the final bill, then Final Bill Settled.
- Guest: the booking shows Final Bill Settled, and the History tab shows every step.
Also try Revise Proposal, Mark Lost and Cancel.
Test 2: a staff leave #
- Employee: Create → Staff Leave Request, submit.
- Department head: Approve.
- HR: fill in Days Approved and the balances in Tags, then Recorded.
Check the rest #
- Each test user sees only the pages and forms they should.
- Search finds the test tasks for the right people only.
- Dashboards and reports count the test tasks.
- Notifications arrived at each step, and emails if switched on.
Clean up #
Delete the test tasks with Delete Task (hidden, not erased), and untick Enabled on the test users, or keep them for training.
Next: 15. Go-live checklist