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

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Phase 5.5: Inspection before payment

Which tests

From docs/qat/phase5_5-inspection.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. P5_5-PREP-01: Not run P5_5-PREP-01 · Not run · ready
  2. P5_5-PREP-02: Blocked P5_5-PREP-02 · Blocked by customer #106
  3. P5_5-PREP-03: Blocked P5_5-PREP-03 · Blocked by contractor #63
  4. P5_5-PREP-04: Not run P5_5-PREP-04 · Not run · ready
2 Quality visit Staff, Customer Not run
  1. P5_5-VISIT-01: Not run P5_5-VISIT-01 · Not run · ready
  2. P5_5-VISIT-02: Not run P5_5-VISIT-02 · Not run · ready
  3. P5_5-VISIT-03: Not run P5_5-VISIT-03 · Not run · ready
  4. P5_5-VISIT-04: Not run P5_5-VISIT-04 · Not run · ready
  5. P5_5-VISIT-05: Not run P5_5-VISIT-05 · Not run · ready
  6. P5_5-VISIT-06: Not run P5_5-VISIT-06 · Not run · ready
  7. P5_5-VISIT-07: Not run P5_5-VISIT-07 · Not run · ready
  8. P5_5-VISIT-08: Not run P5_5-VISIT-08 · Not run · ready
3 Automatic picking Staff Blocked
  1. P5_5-PICK-01: Blocked P5_5-PICK-01 · Blocked by staff #208
  2. P5_5-PICK-02: Blocked P5_5-PICK-02 · Blocked by staff #208
  3. P5_5-PICK-03: Blocked P5_5-PICK-03 · Blocked by staff #208
  4. P5_5-PICK-04: Blocked P5_5-PICK-04 · Blocked by staff #208
4 Clean up Staff Blocked
  1. P5_5-CLEAN-01: Blocked P5_5-CLEAN-01 · Blocked by customer #106

Before you start

0 of 4 completed, 2 blocked.

  1. P5_5-PREP-01: Not run P5_5-PREP-01 · Not run · ready
  2. P5_5-PREP-02: Blocked P5_5-PREP-02 · Blocked by customer #106
  3. P5_5-PREP-03: Blocked P5_5-PREP-03 · Blocked by contractor #63
  4. P5_5-PREP-04: Not run P5_5-PREP-04 · Not run · ready

P5_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 P5_5-PREP-01 yet.

P5_5-PREP-02 → Open P5_5-PREP-01 on its own page

P5_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 P5_5-PREP-02 yet.

← P5_5-PREP-01 P5_5-PREP-03 → Open P5_5-PREP-02 on its own page

P5_5-PREP-03

Staff Blocked
Do this
Find the payment request submitted in Phase 5.
Expected
It shows waiting for review.

Blocked by contractor #63.

No result has been recorded for P5_5-PREP-03 yet.

← P5_5-PREP-02 P5_5-PREP-04 → Open P5_5-PREP-03 on its own page

P5_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 P5_5-PREP-04 yet.

← P5_5-PREP-03 Open P5_5-PREP-04 on its own page

Quality visit

0 of 8 completed.

  1. P5_5-VISIT-01: Not run P5_5-VISIT-01 · Not run · ready
  2. P5_5-VISIT-02: Not run P5_5-VISIT-02 · Not run · ready
  3. P5_5-VISIT-03: Not run P5_5-VISIT-03 · Not run · ready
  4. P5_5-VISIT-04: Not run P5_5-VISIT-04 · Not run · ready
  5. P5_5-VISIT-05: Not run P5_5-VISIT-05 · Not run · ready
  6. P5_5-VISIT-06: Not run P5_5-VISIT-06 · Not run · ready
  7. P5_5-VISIT-07: Not run P5_5-VISIT-07 · Not run · ready
  8. P5_5-VISIT-08: Not run P5_5-VISIT-08 · Not run · ready

P5_5-VISIT-01

Staff Not run
Do this
Pick the project for a quality visit.
Expected
The visit shows Waiting to be scheduled.

No result has been recorded for P5_5-VISIT-01 yet.

P5_5-VISIT-02 → Open P5_5-VISIT-01 on its own page

P5_5-VISIT-02

Customer Not run
Do this
As the test owner, open the project.
Expected
It shows the visit is waiting to be scheduled, and who to contact.

No result has been recorded for P5_5-VISIT-02 yet.

← P5_5-VISIT-01 P5_5-VISIT-03 → Open P5_5-VISIT-02 on its own page

P5_5-VISIT-03

Staff Not run
Do this
Book a time for the visit.
Expected
The visit shows Scheduled, with the time.

No result has been recorded for P5_5-VISIT-03 yet.

← P5_5-VISIT-02 P5_5-VISIT-04 → Open P5_5-VISIT-03 on its own page

P5_5-VISIT-04

Customer Not run
Do this
As the test owner, open the project.
Expected
It shows the booked date and time.

No result has been recorded for P5_5-VISIT-04 yet.

← P5_5-VISIT-03 P5_5-VISIT-05 → Open P5_5-VISIT-04 on its own page

P5_5-VISIT-05

Staff Not run
Do this
Move the visit to a new time.
Expected
The new time is the visit's time. The old one is kept in the history.

No result has been recorded for P5_5-VISIT-05 yet.

← P5_5-VISIT-04 P5_5-VISIT-06 → Open P5_5-VISIT-05 on its own page

P5_5-VISIT-06

Customer Not run
Do this
As the test owner, open the project.
Expected
Only the new time shows as the visit's time.

No result has been recorded for P5_5-VISIT-06 yet.

← P5_5-VISIT-05 P5_5-VISIT-07 → Open P5_5-VISIT-06 on its own page

P5_5-VISIT-07

Staff Not run
Do this
Record the visit's result.
Expected
The visit shows Complete with its result.

No result has been recorded for P5_5-VISIT-07 yet.

← P5_5-VISIT-06 P5_5-VISIT-08 → Open P5_5-VISIT-07 on its own page

P5_5-VISIT-08

Customer Not run
Do this
As the test owner, open the project.
Expected
The visit shows Complete.

No result has been recorded for P5_5-VISIT-08 yet.

← P5_5-VISIT-07 Open P5_5-VISIT-08 on its own page

Automatic picking

0 of 4 completed, 4 blocked.

  1. P5_5-PICK-01: Blocked P5_5-PICK-01 · Blocked by staff #208
  2. P5_5-PICK-02: Blocked P5_5-PICK-02 · Blocked by staff #208
  3. P5_5-PICK-03: Blocked P5_5-PICK-03 · Blocked by staff #208
  4. P5_5-PICK-04: Blocked P5_5-PICK-04 · Blocked by staff #208

P5_5-PICK-01

Staff Blocked
Do this
Open Automatic quality-visit picks and check one contractor's first five finished projects.
Expected
All five were picked without anyone choosing them.

Blocked by staff #208.

No result has been recorded for P5_5-PICK-01 yet.

P5_5-PICK-02 → Open P5_5-PICK-01 on its own page

P5_5-PICK-02

Staff Blocked
Do this
Check that contractor's finished projects after their first five.
Expected
At least 5% of them were picked at random.

Blocked by staff #208.

No result has been recorded for P5_5-PICK-02 yet.

← P5_5-PICK-01 P5_5-PICK-03 → Open P5_5-PICK-02 on its own page

P5_5-PICK-03

Staff Blocked
Do this
Check a finished project with a rebate of $40,000 or more.
Expected
It was picked without anyone choosing it.

Blocked by staff #208.

No result has been recorded for P5_5-PICK-03 yet.

← P5_5-PICK-02 P5_5-PICK-04 → Open P5_5-PICK-03 on its own page

P5_5-PICK-04

Staff Blocked
Do this
Check a project finished after that contractor had a visit with items to resolve.
Expected
It was picked without anyone choosing it.

Blocked by staff #208.

No result has been recorded for P5_5-PICK-04 yet.

← P5_5-PICK-03 Open P5_5-PICK-04 on its own page

Clean up

0 of 1 completed, 1 blocked.

  1. P5_5-CLEAN-01: Blocked P5_5-CLEAN-01 · Blocked by customer #106

P5_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 P5_5-CLEAN-01 yet.

Open P5_5-CLEAN-01 on its own page