Tests

Do this

Choose an IRA staff tester account with access to both live portals.

Expected

Both portals admit the tester; an ordinary customer cannot open staff review screens.

PRE-02 → Open PRE-01 on its own page

Do this

Prepare three separate made-up multifamily building identities labeled APPROVE, DENY and CORRECT.

Expected

Each case has a different building and a unique name or address that can be matched in both portals.

← PRE-01 PRE-03 → Open PRE-02 on its own page

Do this

Prepare harmless sample documents without real names, income or account numbers.

Expected

The files can be uploaded for testing without exposing a real person’s information.

← PRE-02 PRE-04 → Open PRE-03 on its own page

Do this

Check that the live new-customer entry and confirmation email work.

Expected

A new test customer can create an account, confirm its email and sign in; otherwise mark later sign-up steps Blocked.

← PRE-03 PRE-05 → Open PRE-04 on its own page

Do this

Check that staff can save a live building decision and issue a building code.

Expected

A maintainer has cleared staff portal #186 with a successful live check; otherwise mark decision steps Blocked.

Unblocked by customer #108 — please retest.

← PRE-04 PRE-06 → Open PRE-05 on its own page

Do this

Record the tester name and a case ID for each building.

Expected

Every completed row can be traced to one tester and one building without using real personal details.

← PRE-05 PRE-07 → Open PRE-06 on its own page

Do this

Use Yes for a step that worked, No for a tried step that failed, and Blocked for a step you could not try.

Expected

Failed and unavailable steps are not reported as passes.

← PRE-06 PRE-08 → Open PRE-07 on its own page

Do this

Arrange removal of the three made-up accounts, buildings and uploaded samples after the testing round.

Expected

The responsible person and cleanup plan are recorded before testing begins.

← PRE-07 Open PRE-08 on its own page

Do this

Open the live portal’s new multifamily customer path in a fresh browser session.

Expected

The page identifies the multifamily owner path and offers account creation.

APPROVE-02 → Open APPROVE-01 on its own page

Do this

Create a new account with an invented name and a unique test email for this case.

Expected

The portal accepts the account request and tells the customer how to confirm the email.

← APPROVE-01 APPROVE-03 → Open APPROVE-02 on its own page

Do this

Open the confirmation email and complete its link.

Expected

The account becomes active and the customer reaches the portal signed in.

← APPROVE-02 APPROVE-04 → Open APPROVE-03 on its own page

Do this

Sign out, then sign in again with the same test account.

Expected

The same account opens and any saved property remains available.

← APPROVE-03 APPROVE-05 → Open APPROVE-04 on its own page

Do this

Add a named multifamily property and one building with at least four occupied units.

Expected

The property, building and occupied-unit count appear under the test account.

← APPROVE-04 APPROVE-06 → Open APPROVE-05 on its own page

Do this

Use one permitted income-proof route and upload the harmless sample document for enough units.

Expected

The building shows the documents and the number of occupied units still needed for review.

← APPROVE-05 APPROVE-07 → Open APPROVE-06 on its own page

Do this

Review the building’s progress and open its Sign and send step.

Expected

The page states what is ready, names any missing proof and asks who is signing.

← APPROVE-06 APPROVE-08 → Open APPROVE-07 on its own page

Do this

Sign and send this building for income review.

Expected

The building says it was sent to program staff and normal edits are locked during review.

← APPROVE-07 APPROVE-09 → Open APPROVE-08 on its own page

Do this

Sign in to the live staff portal and find this building’s Multifamily Income Qualification.

Expected

The record matches the test account, building and submitted status; it is not another case.

← APPROVE-08 APPROVE-10 → Open APPROVE-09 on its own page

Do this

Open each sample attachment from the building’s review page.

Expected

The actual file opens for staff; seeing only its filename does not count as Yes.

← APPROVE-09 APPROVE-11 → Open APPROVE-10 on its own page

Do this

Confirm the required unit or housing-program proof and approve this building.

Expected

The decision saves as Approved and issues an LEA or MEA building code with an expiry date.

Unblocked by customer #108 — please retest.

← APPROVE-10 APPROVE-12 → Open APPROVE-11 on its own page

Do this

Return to the same building in the customer portal and refresh it.

Expected

The building says Approved and shows its code and valid-until date.

Unblocked by customer #108 — please retest.

← APPROVE-11 APPROVE-13 → Open APPROVE-12 on its own page

Do this

Compare the code prefix with the approved income tier.

Expected

A low-income result has LEA; a moderate-income result has MEA. A wrong prefix is No, even if a code exists.

Unblocked by customer #108 — please retest.

← APPROVE-12 Open APPROVE-13 on its own page

Do this

Open the live portal’s new multifamily customer path in a fresh browser session.

Expected

The page identifies the multifamily owner path and offers account creation.

DENY-02 → Open DENY-01 on its own page

Do this

Create a new account with an invented name and a unique test email for this case.

Expected

The portal accepts the account request and tells the customer how to confirm the email.

← DENY-01 DENY-03 → Open DENY-02 on its own page

Do this

Open the confirmation email and complete its link.

Expected

The account becomes active and the customer reaches the portal signed in.

← DENY-02 DENY-04 → Open DENY-03 on its own page

Do this

Sign out, then sign in again with the same test account.

Expected

The same account opens and any saved property remains available.

← DENY-03 DENY-05 → Open DENY-04 on its own page

Do this

Add a named multifamily property and one building with at least four occupied units.

Expected

The property, building and occupied-unit count appear under the test account.

← DENY-04 DENY-06 → Open DENY-05 on its own page

Do this

Use one permitted income-proof route and upload the harmless sample document for enough units.

Expected

The building shows the documents and the number of occupied units still needed for review.

← DENY-05 DENY-07 → Open DENY-06 on its own page

Do this

Review the building’s progress and open its Sign and send step.

Expected

The page states what is ready, names any missing proof and asks who is signing.

← DENY-06 DENY-08 → Open DENY-07 on its own page

Do this

Sign and send this building for income review.

Expected

The building says it was sent to program staff and normal edits are locked during review.

← DENY-07 DENY-09 → Open DENY-08 on its own page

Do this

Sign in to the live staff portal and find this building’s Multifamily Income Qualification.

Expected

The record matches the test account, building and submitted status; it is not another case.

← DENY-08 DENY-10 → Open DENY-09 on its own page

Do this

Open each sample attachment from the building’s review page.

Expected

The actual file opens for staff; seeing only its filename does not count as Yes.

← DENY-09 DENY-11 → Open DENY-10 on its own page

Do this

Deny this building and enter a plain-language reason that the customer can act on.

Expected

The denial saves on this building and the staff record keeps the reason.

Unblocked by customer #108 — please retest.

← DENY-10 DENY-12 → Open DENY-11 on its own page

Do this

Return to the same building in the customer portal and refresh it.

Expected

The building says Not approved and clearly shows the reason for denial; no approval code appears.

Unblocked by customer #108 — please retest.

← DENY-11 DENY-13 → Open DENY-12 on its own page

Do this

Reopen the APPROVE building and compare its result.

Expected

The DENY decision did not change the separate APPROVE case.

Unblocked by customer #108 — please retest.

← DENY-12 Open DENY-13 on its own page

Do this

Open the live portal’s new multifamily customer path in a fresh browser session.

Expected

The page identifies the multifamily owner path and offers account creation.

CORRECT-02 → Open CORRECT-01 on its own page

Do this

Create a new account with an invented name and a unique test email for this case.

Expected

The portal accepts the account request and tells the customer how to confirm the email.

← CORRECT-01 CORRECT-03 → Open CORRECT-02 on its own page

Do this

Open the confirmation email and complete its link.

Expected

The account becomes active and the customer reaches the portal signed in.

← CORRECT-02 CORRECT-04 → Open CORRECT-03 on its own page

Do this

Sign out, then sign in again with the same test account.

Expected

The same account opens and any saved property remains available.

← CORRECT-03 CORRECT-05 → Open CORRECT-04 on its own page

Do this

Add a named multifamily property and one building with at least four occupied units.

Expected

The property, building and occupied-unit count appear under the test account.

← CORRECT-04 CORRECT-06 → Open CORRECT-05 on its own page

Do this

Use one permitted income-proof route and upload the harmless sample document for enough units.

Expected

The building shows the documents and the number of occupied units still needed for review.

← CORRECT-05 CORRECT-07 → Open CORRECT-06 on its own page

Do this

Review the building’s progress and open its Sign and send step.

Expected

The page states what is ready, names any missing proof and asks who is signing.

← CORRECT-06 CORRECT-08 → Open CORRECT-07 on its own page

Do this

Sign and send this building for income review.

Expected

The building says it was sent to program staff and normal edits are locked during review.

← CORRECT-07 CORRECT-09 → Open CORRECT-08 on its own page

Do this

Sign in to the live staff portal and find this building’s Multifamily Income Qualification.

Expected

The record matches the test account, building and submitted status; it is not another case.

← CORRECT-08 CORRECT-10 → Open CORRECT-09 on its own page

Do this

Open each sample attachment from the building’s review page.

Expected

The actual file opens for staff; seeing only its filename does not count as Yes.

← CORRECT-09 CORRECT-11 → Open CORRECT-10 on its own page

Do this

Send this building back with one specific request for a correction.

Expected

The staff record shows Sent back and keeps the request tied to this building.

Unblocked by customer #108 — please retest.

← CORRECT-10 CORRECT-12 → Open CORRECT-11 on its own page

Do this

Return to the same building in the customer portal and refresh it.

Expected

The building says Sent back to you and shows what needs correction.

Unblocked by customer #108 — please retest.

← CORRECT-11 CORRECT-13 → Open CORRECT-12 on its own page

Do this

Make the requested change or replace the sample document.

Expected

The edit is allowed after send-back and the updated information appears on this building.

Unblocked by customer #108 — please retest.

← CORRECT-12 CORRECT-14 → Open CORRECT-13 on its own page

Do this

Sign and send this building again.

Expected

The updated building returns to staff review and customer edits lock again.

Unblocked by customer #108 — please retest.

← CORRECT-13 CORRECT-15 → Open CORRECT-14 on its own page

Do this

Reopen the same building on the staff portal.

Expected

Staff can see the new submission and the corrected information or replacement document.

Unblocked by customer #108 — please retest.

← CORRECT-14 Open CORRECT-15 on its own page

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

Open P1_5-CLEAN-01 on its own page

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.

P2-PREP-02 → Open P2-PREP-01 on its own page

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.

← P2-PREP-01 P2-PREP-03 → Open P2-PREP-02 on its own page

Do this

Choose two made-up companies, labeled P2-APPROVE and P2-REFUSE, each with its own email inbox.

Expected

Each company has a unique name, address and contact email you can open.

← P2-PREP-02 P2-PREP-04 → Open P2-PREP-03 on its own page

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.

← P2-PREP-03 Open P2-PREP-04 on its own page

Do this

Open the live contractor portal's registration in a fresh browser session and register P2-APPROVE.

Expected

The registration asks for the company, its contacts, its services and its documents.

P2-REG-02 → Open P2-REG-01 on its own page

Do this

Fill in every required field, upload harmless sample documents, and submit.

Expected

The portal confirms the registration was sent and shows it waiting for review.

← P2-REG-01 P2-REG-03 → Open P2-REG-02 on its own page

Do this

Open P2-APPROVE's email inbox.

Expected

An email confirms the registration was received.

Blocked by contractor #4.

← P2-REG-02 P2-REG-04 → Open P2-REG-03 on its own page

Do this

On the live staff portal, open Contractors and find P2-APPROVE's registration.

Expected

The registration shows its documents and its checks, including the Do Not Pay check.

Blocked by contractor #80.

← P2-REG-03 P2-REG-05 → Open P2-REG-04 on its own page

Do this

Open each sample document from the registration.

Expected

Each document opens.

Blocked by contractor #80.

← P2-REG-04 P2-REG-06 → Open P2-REG-05 on its own page

Do this

Tick "reviewed all documents" and approve P2-APPROVE.

Expected

The approval saves and the registration shows Approved, with your name and the time.

Blocked by contractor #66, contractor #78, contractor #80.

← P2-REG-05 P2-REG-07 → Open P2-REG-06 on its own page

Do this

Sign in to the live contractor portal as P2-APPROVE.

Expected

The company shows as approved and can start a project.

Blocked by contractor #66, contractor #78, contractor #80, contractor #67.

← P2-REG-06 P2-REG-08 → Open P2-REG-07 on its own page

Do this

Open P2-APPROVE's email inbox.

Expected

An email says the company is approved.

Blocked by contractor #4.

← P2-REG-07 Open P2-REG-08 on its own page

Do this

Register P2-REFUSE the same way, with harmless sample documents.

Expected

The registration is sent and waits for review.

P2-REFUSE-02 → Open P2-REFUSE-01 on its own page

Do this

On the live staff portal, refuse P2-REFUSE with a plain-language reason.

Expected

The refusal saves with its reason.

Blocked by contractor #80.

← P2-REFUSE-01 P2-REFUSE-03 → Open P2-REFUSE-02 on its own page

Do this

Sign in to the live contractor portal as P2-REFUSE.

Expected

The company shows Not approved with the reason, and cannot start a project.

Blocked by contractor #80.

← P2-REFUSE-02 Open P2-REFUSE-03 on its own page

Do this

Sign in to the live contractor portal as a contractor pre-loaded from CLEAResult's approved list.

Expected

Sign-in works and the company is already approved. It was not asked to register again.

Blocked by contractor #67, RnD #53 milestone 3.

Open P2-IMPORT-01 on its own page

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.

Open P2-CLEAN-01 on its own page

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.

P3-PREP-02 → Open P3-PREP-01 on its own page

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.

← P3-PREP-01 P3-PREP-03 → Open P3-PREP-02 on its own page

Do this

As the test owner, open a building approved in Phase 1.

Expected

The building shows Approved, with its code and valid-until date.

Blocked by customer #106. Already shipped: customer #108.

← P3-PREP-02 P3-PREP-04 → Open P3-PREP-03 on its own page

Do this

Sign in to the live contractor portal as the test contractor approved in Phase 2.

Expected

The company shows as approved and can start a project.

Blocked by contractor #66, contractor #78, contractor #80.

← P3-PREP-03 P3-PREP-05 → Open P3-PREP-04 on its own page

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.

← P3-PREP-04 Open P3-PREP-05 on its own page

Do this

On the approved building, find its building code.

Expected

The code is LEA- or MEA- plus ten digits, with its valid-until date.

Unblocked by customer #108 — please retest.

P3-CODE-02 → Open P3-CODE-01 on its own page

Do this

On the live contractor portal, look up a building and type that code.

Expected

That building shows: its name, address and units. No other building or household shows.

Blocked by contractor #79, contractor #76.

← P3-CODE-01 P3-CODE-03 → Open P3-CODE-02 on its own page

Do this

Type the same code in lower case and without the dash.

Expected

The same building is found.

Blocked by contractor #79, contractor #76.

← P3-CODE-02 P3-CODE-04 → Open P3-CODE-03 on its own page

Do this

Type a made-up code of the same shape.

Expected

The portal says no building has that code. Nothing else shows.

Blocked by contractor #79, contractor #76.

← P3-CODE-03 P3-CODE-05 → Open P3-CODE-04 on its own page

Do this

Type an expired code (staff can give you one).

Expected

The portal refuses it and says the code has expired.

Blocked by contractor #79, contractor #76.

← P3-CODE-04 P3-CODE-06 → Open P3-CODE-05 on its own page

Do this

Start a multifamily project from the building you found.

Expected

The project is made and linked to that building.

Blocked by contractor #79, customer #96, customer #97.

← P3-CODE-05 P3-CODE-07 → Open P3-CODE-06 on its own page

Do this

As the test owner, open the building again.

Expected

The contractor's project shows on the building.

Blocked by customer #96, customer #97.

← P3-CODE-06 Open P3-CODE-07 on its own page

Do this

Start a multifamily project with no building yet.

Expected

The project gets a PRJ- code and says it is waiting for the customer to link it. It cannot be submitted.

Blocked by contractor #79.

P3-INVITE-02 → Open P3-INVITE-01 on its own page

Do this

Email an invite for that project to the test owner's email.

Expected

An invite email arrives with a single-use link.

Blocked by contractor #79, customer #96.

← P3-INVITE-01 P3-INVITE-03 → Open P3-INVITE-02 on its own page

Do this

Open the invite link, sign in as the test owner, and link the project to the approved building.

Expected

The project shows on the building. The contractor's project shows as linked.

Blocked by customer #96, customer #97, contractor #79.

← P3-INVITE-02 P3-INVITE-04 → Open P3-INVITE-03 on its own page

Do this

Open the same invite link again.

Expected

The portal says the link has already been used.

Blocked by customer #96, customer #97.

← P3-INVITE-03 Open P3-INVITE-04 on its own page

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.

Open P3-CLEAN-01 on its own page

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.

P4-PREP-02 → Open P4-PREP-01 on its own page

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.

← P4-PREP-01 P4-PREP-03 → Open P4-PREP-02 on its own page

Do this

As the test owner, open a building approved in Phase 1.

Expected

The building shows Approved, with its code.

Blocked by customer #106. Already shipped: customer #108.

← P4-PREP-02 P4-PREP-04 → Open P4-PREP-03 on its own page

Do this

Sign in to the live contractor portal as the test contractor approved in Phase 2.

Expected

The company shows as approved and can start a project.

Blocked by contractor #66, contractor #78, contractor #80.

← P4-PREP-03 P4-PREP-05 → Open P4-PREP-04 on its own page

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.

← P4-PREP-04 Open P4-PREP-05 on its own page

Do this

Start a multifamily HOMES or HEAR project on the approved building, for P4-APPROVE.

Expected

The building's code fills in by itself and cannot be changed to another building's.

Blocked by contractor #79.

P4-APPROVE-02 → Open P4-APPROVE-01 on its own page

Do this

Fill in every required field, add harmless sample documents, and submit the reservation.

Expected

The portal confirms it was submitted and shows it waiting for review.

Blocked by contractor #63.

← P4-APPROVE-01 P4-APPROVE-03 → Open P4-APPROVE-02 on its own page

Do this

On the live staff portal, find this project.

Expected

It shows with its building and code.

Blocked by contractor #80.

← P4-APPROVE-02 P4-APPROVE-04 → Open P4-APPROVE-03 on its own page

Do this

Work the reservation review checklist, item by item.

Expected

Each item saves with your name.

Blocked by contractor #80. Already shipped: customer #108.

← P4-APPROVE-03 P4-APPROVE-05 → Open P4-APPROVE-04 on its own page

Do this

Approve the reservation.

Expected

The approval saves and the offer letter is recorded.

Blocked by contractor #80. Already shipped: customer #108.

← P4-APPROVE-04 P4-APPROVE-06 → Open P4-APPROVE-05 on its own page

Do this

As the test owner, open the building's project. No email is sent today, so check the page.

Expected

The status timeline shows Reserved / Project Approved.

Unblocked by customer #108 — please retest.

← P4-APPROVE-05 P4-APPROVE-07 → Open P4-APPROVE-06 on its own page

Do this

Open the project on the contractor portal.

Expected

The project shows as approved.

Blocked by contractor #80. Already shipped: customer #108.

← P4-APPROVE-06 Open P4-APPROVE-07 on its own page

Do this

Start a multifamily HOMES or HEAR project on the approved building, for P4-DENY.

Expected

The building's code fills in by itself and cannot be changed to another building's.

Blocked by contractor #79.

P4-DENY-02 → Open P4-DENY-01 on its own page

Do this

Fill in every required field, add harmless sample documents, and submit the reservation.

Expected

The portal confirms it was submitted and shows it waiting for review.

Blocked by contractor #63.

← P4-DENY-01 P4-DENY-03 → Open P4-DENY-02 on its own page

Do this

On the live staff portal, find this project.

Expected

It shows with its building and code.

Blocked by contractor #80.

← P4-DENY-02 P4-DENY-04 → Open P4-DENY-03 on its own page

Do this

Deny the reservation with a plain-language reason.

Expected

The denial saves with its reason.

Blocked by contractor #80. Already shipped: customer #108.

← P4-DENY-03 P4-DENY-05 → Open P4-DENY-04 on its own page

Do this

As the test owner, open the building's project.

Expected

It shows Not approved and the reason.

Unblocked by customer #108 — please retest.

← P4-DENY-04 P4-DENY-06 → Open P4-DENY-05 on its own page

Do this

Open the project on the contractor portal.

Expected

It shows Not approved and the reason.

Blocked by contractor #80. Already shipped: customer #108.

← P4-DENY-05 Open P4-DENY-06 on its own page

Do this

Start a multifamily HOMES or HEAR project on the approved building, for P4-CORRECT.

Expected

The building's code fills in by itself and cannot be changed to another building's.

Blocked by contractor #79.

P4-CORRECT-02 → Open P4-CORRECT-01 on its own page

Do this

Fill in every required field, add harmless sample documents, and submit the reservation.

Expected

The portal confirms it was submitted and shows it waiting for review.

Blocked by contractor #63.

← P4-CORRECT-01 P4-CORRECT-03 → Open P4-CORRECT-02 on its own page

Do this

On the live staff portal, find this project.

Expected

It shows with its building and code.

Blocked by contractor #80.

← P4-CORRECT-02 P4-CORRECT-04 → Open P4-CORRECT-03 on its own page

Do this

Send the reservation back with one specific request.

Expected

The send-back saves with the request.

Blocked by contractor #80. Already shipped: customer #108.

← P4-CORRECT-03 P4-CORRECT-05 → Open P4-CORRECT-04 on its own page

Do this

Open the project on the contractor portal.

Expected

It shows Sent back and the request.

Blocked by contractor #80. Already shipped: customer #108.

← P4-CORRECT-04 P4-CORRECT-06 → Open P4-CORRECT-05 on its own page

Do this

Make the requested change and send it again.

Expected

It shows waiting for review again.

Blocked by contractor #80.

← P4-CORRECT-05 P4-CORRECT-07 → Open P4-CORRECT-06 on its own page

Do this

Reopen the project on the staff portal.

Expected

Staff see the changed submission.

Blocked by contractor #80.

← P4-CORRECT-06 Open P4-CORRECT-07 on its own page

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.

Open P4-CLEAN-01 on its own page

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.

P5-PREP-02 → Open P5-PREP-01 on its own page

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.

← P5-PREP-01 P5-PREP-03 → Open P5-PREP-02 on its own page

Do this

Sign in to the live contractor portal as the test contractor approved in Phase 2.

Expected

The company shows as approved and can start a project.

Blocked by contractor #66, contractor #78, contractor #80.

← P5-PREP-02 P5-PREP-04 → Open P5-PREP-03 on its own page

Do this

Open the project approved in Phase 4.

Expected

The project shows as approved.

Unblocked by customer #108 — please retest.

← P5-PREP-03 P5-PREP-05 → Open P5-PREP-04 on its own page

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.

← P5-PREP-04 Open P5-PREP-05 on its own page

Do this

Upload the final evidence: completion documents, the final invoice and install photos (harmless samples).

Expected

Each upload is listed against the project.

Blocked by contractor #63.

P5-SUBMIT-02 → Open P5-SUBMIT-01 on its own page

Do this

Submit the project for payment.

Expected

The portal confirms it and shows the payment request waiting for review.

Blocked by contractor #63.

← P5-SUBMIT-01 P5-SUBMIT-03 → Open P5-SUBMIT-02 on its own page

Do this

As the test owner, open the building's project.

Expected

It shows the work is complete and waiting for payment review.

← P5-SUBMIT-02 P5-SUBMIT-04 → Open P5-SUBMIT-03 on its own page

Do this

On the live staff portal, find the payment request.

Expected

It shows in the redemption review, with the project and building.

Blocked by contractor #80.

← P5-SUBMIT-03 P5-SUBMIT-05 → Open P5-SUBMIT-04 on its own page

Do this

Open each uploaded document.

Expected

Each document opens.

Blocked by contractor #63, contractor #80.

← P5-SUBMIT-04 Open P5-SUBMIT-05 on its own page

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.

Open P5-CLEAN-01 on its own page

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.

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

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.

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

Do this

Find the payment request submitted in Phase 5.

Expected

It shows waiting for review.

Blocked by contractor #63.

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

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.

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

Do this

Pick the project for a quality visit.

Expected

The visit shows Waiting to be scheduled.

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