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W21: Onboarding Wizard

Browsers: 1 (New Tenant Admin)
Stories: SPRINT1-046, SPRINT1-051, SPRINT1-052
Time: ~30 min

⚠️ IMPORTANT: Test Data Setup
The Onboarding Wizard is the fastest and recommended method for configuring all test data needed for other workflows. It sets up:

  • Locations (Step 2)
  • Categories (Step 3)
  • SLA Rules (Step 4)
  • Users with proper roles (Step 5)

Recommendation: Execute this workflow early in your testing cycle (ideally before Phase 2 workflows) to ensure all subsequent workflows have the necessary configuration data. This eliminates the need to manually configure locations, categories, SLA rules, and users separately for each test scenario.

Test Items​

  • Tenant Slug: _________________
  • Tenant ID: _________________

Test Cases​

21.1: Access Onboarding​

Browser: New Tenant Admin
Steps:

  1. Access onboarding wizard (new tenant setup)
  2. Verify onboarding flow starts
  3. Record Tenant Slug: _________________

Verify: Onboarding accessible, flow begins

21.2: Step 1 - Site Identification​

Browser: New Tenant Admin
Steps:

  1. Enter tenant slug
  2. Verify slug availability check works
  3. Enter organization name
  4. Complete step 1

Verify: Slug validation works, site identification complete

21.3: Step 2 - Location Ingestion​

Browser: New Tenant Admin
Steps:

  1. Choose location import method:
    • Manual entry, OR
    • CSV upload
  2. Add locations (at least 1 building, 1 floor, 1 room)
  3. Complete step 2

Verify: Locations can be added manually or via CSV, locations saved

21.4: Step 3 - Taxonomy Selection​

Browser: New Tenant Admin
Steps:

  1. Choose category setup:
    • Use standard categories, OR
    • Upload custom categories
  2. Select/upload categories
  3. Complete step 3

Verify: Categories can be selected or uploaded, categories saved

21.5: Step 4 - SLA Rules Setup​

Browser: New Tenant Admin
Steps:

  1. Configure initial SLA rules
  2. Set default SLA hours
  3. Complete step 4

Verify: SLA rules can be configured, rules saved

21.6: Step 5 - User Setup​

Browser: New Tenant Admin
Steps:

  1. Create initial users:
    • Manager
    • Worker
    • (Other roles as needed)
  2. Assign roles
  3. Complete step 5

Verify: Users can be created, roles assigned

21.7: Step 6 - Data Import (Optional)​

Browser: New Tenant Admin
Steps:

  1. If data import available:
    • Upload CSV with existing service requests/work orders
    • Verify import works
  2. Skip if not needed
  3. Complete step 6

Verify: Data import works (if available), can skip if not needed

21.8: Step 7 - Dashboard Launch​

Browser: New Tenant Admin
Steps:

  1. Complete final step
  2. Verify subdomain URL displayed
  3. Launch dashboard
  4. Record Tenant ID: _________________

Verify: Onboarding complete, subdomain URL shown, dashboard accessible

21.9: Onboarding Banner (If Incomplete)​

Browser: New Tenant Admin
Steps:

  1. If onboarding incomplete, verify banner appears
  2. Click banner to continue onboarding
  3. Complete remaining steps

Verify: Onboarding banner appears if incomplete, can resume

Findings​

  • Status: [ ] ✅ Complete [ ] ⚠️ Partial [ ] ❌ Blocked
  • All Steps: [ ] ✅ Work [ ] ⚠️ Partial [ ] ❌ Missing
  • Slug Validation: [ ] ✅ Works [ ] ⚠️ Partial [ ] ❌ Missing
  • Subdomain URL: [ ] ✅ Works [ ] ⚠️ Partial [ ] ❌ Missing
  • Notes: _________________