Wisconsin IRA Home Energy Rebates Signed in as Test user — test site only

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Phase 1.5: Existing customers set a password and see their code

Which tests

From docs/qat/phase1_5-existing-customers.csv. Run every step on the live sites. Blocking tickets as of 2026-10-08 (docs/qat/blocker_status.csv).

# Test name Role Status
1 Before you start Staff, Customer Blocked — 2 of 4 steps ready
  1. P1_5-PREP-01: Not run P1_5-PREP-01 · Not run · ready
  2. P1_5-PREP-02: Blocked P1_5-PREP-02 · Blocked by customer #106
  3. P1_5-PREP-03: Blocked P1_5-PREP-03 · Blocked by customer #107
  4. P1_5-PREP-04: Not run P1_5-PREP-04 · Not run · ready
2 First sign-in Customer, Staff Blocked
  1. P1_5-SETUP-01: Blocked P1_5-SETUP-01 · Blocked by customer #107
  2. P1_5-SETUP-02: Blocked P1_5-SETUP-02 · Blocked by customer #107
  3. P1_5-SETUP-03: Blocked P1_5-SETUP-03 · Blocked by customer #107
  4. P1_5-SETUP-04: Blocked P1_5-SETUP-04 · Blocked by customer #107
  5. P1_5-SETUP-05: Blocked P1_5-SETUP-05 · Blocked by customer #107
  6. P1_5-SETUP-06: Blocked P1_5-SETUP-06 · Blocked by customer #107
3 Clean up Staff Blocked
  1. P1_5-CLEAN-01: Blocked P1_5-CLEAN-01 · Blocked by customer #106

Before you start

0 of 4 completed, 2 blocked.

  1. P1_5-PREP-01: Not run P1_5-PREP-01 · Not run · ready
  2. P1_5-PREP-02: Blocked P1_5-PREP-02 · Blocked by customer #106
  3. P1_5-PREP-03: Blocked P1_5-PREP-03 · Blocked by customer #107
  4. P1_5-PREP-04: Not run P1_5-PREP-04 · Not run · ready

P1_5-PREP-01

Staff Not run
Do this
Sign in to the live staff portal with your own account and open Tests.
Expected
Tests opens. Your name shows on the results you record.

No result has been recorded for P1_5-PREP-01 yet.

P1_5-PREP-02 → Open P1_5-PREP-01 on its own page

P1_5-PREP-02

Customer Blocked
Do this
Sign in to the live customer portal as this phase's named test building owner.
Expected
You are signed in as the test owner, not as a real customer.

Blocked by customer #106.

No result has been recorded for P1_5-PREP-02 yet.

← P1_5-PREP-01 P1_5-PREP-03 → Open P1_5-PREP-02 on its own page

P1_5-PREP-03

Staff Blocked
Do this
Get one pre-loaded test customer from the import, with an email inbox you can open.
Expected
The customer's record already holds an approved income qualification with a code.

Blocked by customer #107.

No result has been recorded for P1_5-PREP-03 yet.

← P1_5-PREP-02 P1_5-PREP-04 → Open P1_5-PREP-03 on its own page

P1_5-PREP-04

Staff Not run
Do this
Write the case ID for each test of this phase in its first step's note.
Expected
Every test in this phase has a case ID that names its made-up records.

No result has been recorded for P1_5-PREP-04 yet.

← P1_5-PREP-03 Open P1_5-PREP-04 on its own page

First sign-in

0 of 6 completed, 6 blocked.

  1. P1_5-SETUP-01: Blocked P1_5-SETUP-01 · Blocked by customer #107
  2. P1_5-SETUP-02: Blocked P1_5-SETUP-02 · Blocked by customer #107
  3. P1_5-SETUP-03: Blocked P1_5-SETUP-03 · Blocked by customer #107
  4. P1_5-SETUP-04: Blocked P1_5-SETUP-04 · Blocked by customer #107
  5. P1_5-SETUP-05: Blocked P1_5-SETUP-05 · Blocked by customer #107
  6. P1_5-SETUP-06: Blocked P1_5-SETUP-06 · Blocked by customer #107

P1_5-SETUP-01

Customer Blocked
Do this
Open the live customer portal in a fresh browser session and sign in with the pre-loaded email.
Expected
The portal knows the email and offers to set a password. It does not ask you to create an account.

Blocked by customer #107.

No result has been recorded for P1_5-SETUP-01 yet.

P1_5-SETUP-02 → Open P1_5-SETUP-01 on its own page

P1_5-SETUP-02

Customer Blocked
Do this
Follow the set-a-password link sent to that email and choose a password.
Expected
The password is accepted and you land in the portal, signed in.

Blocked by customer #107.

No result has been recorded for P1_5-SETUP-02 yet.

← P1_5-SETUP-01 P1_5-SETUP-03 → Open P1_5-SETUP-02 on its own page

P1_5-SETUP-03

Customer Blocked
Do this
Open your property without starting an application.
Expected
Your income qualification code and its expiry date show. You filled in no application.

Blocked by customer #107.

No result has been recorded for P1_5-SETUP-03 yet.

← P1_5-SETUP-02 P1_5-SETUP-04 → Open P1_5-SETUP-03 on its own page

P1_5-SETUP-04

Customer Blocked
Do this
Sign out, then sign in again with the new password.
Expected
Sign-in works and the same code and expiry date show.

Blocked by customer #107.

No result has been recorded for P1_5-SETUP-04 yet.

← P1_5-SETUP-03 P1_5-SETUP-05 → Open P1_5-SETUP-04 on its own page

P1_5-SETUP-05

Staff Blocked
Do this
On the live staff portal, find the same customer.
Expected
The account shows the same code and expiry date the customer sees.

Blocked by customer #107.

No result has been recorded for P1_5-SETUP-05 yet.

← P1_5-SETUP-04 P1_5-SETUP-06 → Open P1_5-SETUP-05 on its own page

P1_5-SETUP-06

Customer Blocked
Do this
In a fresh browser session, try to create a new account with the pre-loaded email.
Expected
The portal says an account already exists and offers sign-in. No second account is made.

Blocked by customer #107.

No result has been recorded for P1_5-SETUP-06 yet.

← P1_5-SETUP-05 Open P1_5-SETUP-06 on its own page

Clean up

0 of 1 completed, 1 blocked.

  1. P1_5-CLEAN-01: Blocked P1_5-CLEAN-01 · Blocked by customer #106

P1_5-CLEAN-01

Staff Blocked
Do this
Run the documented cleanup for this phase's test accounts, and record the before and after counts.
Expected
Every record this phase made is removed or labeled Test. Staff lists and exports no longer show it as real.

Blocked by customer #106.

No result has been recorded for P1_5-CLEAN-01 yet.

Open P1_5-CLEAN-01 on its own page