This user acceptance testing document is designed to provide the SSP Manager at the client institution a list of guidelines and checkpoints for verification of their SSP installation. Additional recommendations for the SSP Manager would be to compile a spreadsheet of the SSP roles and define the high level permissions and tools that should be available with each role. This will assist in your testing effort. It is recommended that the SSP Manager execute the tests listed in this document before engaging other resources on campus for testing.
General Set-up and Site Availability
- Verify SSP is accessible outside institution firewall if appropriate
- Verify any redirects to the application are working properly
- Verify login and logout urls are pointing to the right websites
Active Directory/LDAP Integration
- Login to SSP as a Coach
- You are able to authenticate successfully.
- Login as each SSP role defined and being utilized by your institution. The default roles available are: Coach, Support Staff, Faculty, Manager, Administrator, Developer, and Student.
- Verify each role has the appropriate SSP portlets available.
- Verify each role has access to the appropriate SSP tools
- Verify each role has the right permissions per SSP tool. This includes read, write, and delete.
It might be helpful for the institution to create a spreadsheet that list the roles, tools, and associated permissions that should be available.
External Data Validation
- Login as a Coach
- Add a new student via the Caseload Assignment Tool
- Enter Student ID
- Select "Retrieve from External" Button
- Verify student information is retrieved from institution's SIS
- You will want to repeat this process numerous times to ensure integration with your external data is working properly
- Review the information provided in the Main Tool in SSP for a given student
- Verify that the Main Tool is populated with the appropriate information from your SIS. Toggle to each tab available in the Main Tool and verify information is available for the selected student and is displaying correctly.
LMS Integrations - if applicable
- Ensure the links and SSO from your LMS to SSP are working properly by initiating an Early Alert.
- Review the data being passed from the LMS to SSP. Validate course, student, and instructor data is populating the Early Alert form.
- Submit an Early Alert for the Student
SSP Core Functionality
- Log into SSP as a Coach
- Search for the student that an Early Alert was sent on in the LMS Integrations section
- Verify in the Early Alert tool that the Early Alert was received
It might also be a good time, if emails are setup, to check that email is being routed properly. Verify the verbiage for the emails in the message templates that are available through the Admin tool.
Test Journal Tool
- Create a Journal entry for a student
- Log in as a different user that has access to the Journal tool and verify that you can see and read the Journal entry.
- If Confidentiality Levels are being used, it would also be a good time to create entries as different roles and verify entries are being kept confidential according to the roles defined.
Review MAP Information and Integration
- Verify the number of terms available to map courses into is correct.
- Verify course data. Are the courses tagged properly (if applicable)? Are the course descriptions showing correctly? Are the number of credit hours showing correctly?
- Add courses manually to the terms. Any problems with courses not being available for the proper terms?
- Test term and course association. Try to put a course in a term where it is not offered and you should see a prompt to override the term check.
- Review the various MAP filters. Is data available to filter courses by Program, Tag, or Term?
- Verify the print and email options work as expected - Confirm with your SSP Manager that email is turned on in the environment that you are testing with.
- Are MAP templates going to be used? If yes, make sure they are loaded correctly. Verify a consistent naming convention is used for the templates.
- Add notes in MAP. Add notes at the course, term, and plan level.
- Verify saving plans and templates works. Verify only the appropriate role in SSP can save public templates.
- The tool appears in the layout for the right SSP roles
- Verify the Notes populated from the external data are appearing correctly
- Select and upload a document
- Verify configuration settings for document upload size requirements with your system administrator and determine if changes are needed.
Review MyGPS Information and Action Plan Integration
- Login as a Coach
- Create two action plan tasks for one of your test student accounts
- In the Caseload Assignment tool edit the same student
- Select the Appointment Accordian
- Select for check box for Student Intake
- Logout as a Coach
- Login as a Student
- Verify the action plan tasks assigned by the coach appear as tasks for the student. Mark an action item complete.
- Verify the student has the link to complete the Student Intake Form. Complete the student intake form
- Logout as a Student
- Login as the same Coach as in Step 1
- Select the same student from Step 7 in your Caseload Assignment
- Navigate through the Student Intake tool and verify information is complete
- Navigate to the Action Plan tool and verify the Action Plan task is marked complete
- Verify the appropriate resources are available in MYGPS based on the settings in the Counseling Reference Guide
- Verify the student is able to see their MAP if one has been created.
Review SSP Configuration Settings (Admin Tool)
- Login as an Administrator
- Using your institution's Configuration Worksheet as a guide, walk through all of the custom configuration settings and verify these have been updated in SSP correctly. Utilize the SSP Administrative Tool to verify the settings
- Also verify that the appropriate Confidentiality Levels are set for your institution
- Select the Reports Tool
- Verify the reports match what is expected from your data set.