Test run #
Before you invite the whole school, play each part yourself with test accounts. An hour of testing saves weeks of confused emails.
Prepare test accounts #
Create one test user per kind of person, each with the same roles and profile as the real person would have:
| Test user | User type | Roles |
|---|---|---|
| Test parent | Default | Parent, Applicant, campus property role |
| Admissions officer | Job | Admissions Officer, Admission Records, campus property role |
| Academic coordinator | Job | Academic Coordinator, campus property role |
| Principal | Job | Principal, Admission Approval, Staff Leave Approval, campus property role |
| Cashier | Job | Cashier, Finance Records, campus property role |
| Teacher | Job | Class Teacher, All Staff, campus property role |
| HR manager | Job | HR Manager, Staff Records, campus property role |
Use a second browser, or a private window, to be signed in as two people at once.
Test 1: an admission, end to end #
- Parent: open Apply → Admission, fill in the form with test data, upload a sample file, and Submit.
- Admissions officer: the application appears under Assigned Tasks. Open it, check the documents, and press Documents Verified.
- Academic coordinator: record the test score in Tags, then Assessment Cleared.
- Principal: Approve Admission.
- Cashier: record the fee details, then Admission Fee Paid.
- Admissions officer: add the Admission Number tag, then Admission Number Issued.
- Parent: the application shows Admitted, and the History tab shows every step.
Also try the side roads: Return for Correction (the parent answers by note), and Reject Application.
Test 2: a staff leave #
- Teacher: Create → Staff Leave Request, submit.
- Principal: Approve.
- HR manager: fill in Days Approved and Balance After Leave in Tags, then Recorded in Register / Payroll.
Check the rest #
- Each test user sees only the menu pages and forms they should.
- Search finds the test tasks for the right people, and not for others.
- A user of the other campus does not see these tasks.
- The dashboards and reports count the test tasks.
- Notifications arrived at each step, and emails if they are switched on.
- Print gives a clean page for the admission form.
Clean up #
Delete the test tasks with Delete Task (they are hidden, not erased), and lock the test users by unticking Enabled, or keep them for training.
Next: 15. Go-live checklist