1.1.

CASE MANAGEMENT SYSTEM

Case MS Search Page

REQUIREMENTS
S.NO.

COMMENT
S

The top page should display the Header

1
2

3
3.1
3.2
3.3
3.4

The system should display the Location based

breadcrumb that allows the user to know their
location in the website.
The system should display 3 Tabs which should
direct the user to their respective sections
Case Management (Highlighted by default)
Reports
K12 Account Links
The system should display a "Create New Record"
button which should direct the user to Case MS Intake
page.
The system should display text "Case Management
System" as the main title heading
The system should display the Case Details section
on the top section of the page.

5.1

Case Details should display text "Record Search" as

the heading

5.2

The system should display text 'Select Case Type' and

a text field with a drop-down menu.

5.2.1

The system should allow the user to select one option

from the categories: All cases, open cases and closed
cases in the drop down menu for 'select case type'
fields.

5.2.2

The system should default 'select case type' fields to

Open cases ( for particular user ).
The search text box for 'select case type' should
default to Open cases.

5.2.3

5.3

The system should display Search box that allows the

user to search case details using student's first,
middle, last name or student ID.

5.4

The system should display text 'Enter Student Name

(First, Middle or Last) OR Student ID' above the
search box.

Not sure
what you
mean here.
Is this the
same as
5.2.2?

Case MS Search Results Page

The top page should display the Header
1
6

7
7.1
7.2
7.3
7.4

The system should display the Location based

breadcrumb that allows the user to know their location
in the website.
The system should display 3 Tabs which should direct
the user to their respective sections
Case Management ( Highlighted by default)
Reports
K12 Account Links
The system should display a "Create New Record"
button which should direct the user to Case MS Intake
page.
The system should display text "Case Management
System" as the main title heading
The system should display the Case Details section on
the top section of the page.
Duplicate
line

9.1
9.2

9.2.1

Case Details should display text "Record Search" as the

heading
The system should allow the user to select one option
from the categories: All cases, open cases and closed
cases in the drop down menu for 'select case type' text
fields.

9.2.1.1

The system should display text 'Select Case Type' and a

a drop-down menu. Default should be Open Cases

9.3

The system should display Search box that allows the

user to search case details using student's first, middle,
last name or student ID.

9.4

The system should display text ' Enter Student Name

(First, Middle or Last) OR Student ID' above the search
box.

9.4.1

The search results should display following attributes of

the matching case record (search results based upon
the selection):
Student ID
Student name
Age

CMS INTAKE PAGECCP

The top page should display the Header
1
10

11
11.1

11.2
11.3
11.4

The system should display the Location based

breadcrumb that allows the user to know their location
in the website.
The system should display text heading ' Career &
Course Planner'.3 Tabs:
Case Management (Highlighted anytime you are editing
a record)
Reports
K12 Account Links
The system should display a "Create New Record"
button which should direct the user to Intake page.

The system should display Case Information Section:

12
12.1

It should display text <Student Name> as title Heading

12.2

It should display Button labelled 'Export Plan' that

allows the user to export Case record in pdf.

12.3

It should display Button labelled 'Email Plan' that allows

the user to email plan to the user.

12.4

It should display 23 columns with text headings:

DetailsPersonal , School & Plan.Case

12.4.1

12.4.1.1

Column 1 :1: Personal DETAILS should display

Text VCCS GRAD DATE (EXPECTED) and
<expected graduation date> that should be in
semester and year format.
text Advisor and <name of the advisor> Personal
Information (student ID, Age & birthdate) Will be
blank for new record creation until associated
information is entered in the intake screen.
If there is no advisor assigned to the student then the
system should display text 'No advisor Found'.

Remove
this. The
HTML is
correct.
This
button is
only
available
on the
Search
Results
page

Case MS SERVICE PAGE)

The top page should display the Header
1
18

The system should display the Location based

breadcrumb that allows the user to know their location
in the website.
The system should display 3 (Tabs ) :

19
19.1
19.2
19.3
19.4

Case Management (Highlighted anytime you are editing

a record)
Reports
K12 Account Links
The system should display a "Create New Record"
button which should direct the user to Intake page.

Case Information Section:

20
20.1

It should display text <Student Name> as title Heading

20.2

It should display Button that allows the user to export

Case record in pdf

20.3

It should display 3 columns with text headings:

Personal , School & Case

20.3.1

Column 1 : Personal should display Personal

Information (student ID, Age & birthdate)

20.3.2

Column 2: School should display Name of the school

and expected graduation date (which should be
semester and an year format)

20.3.3

Column 3: Case
It should indicate the day the case record was initiated
under the text heading 'Created '

20.3.4

It should indicate the last date the case was updated

under the text heading 'Updated'
It should display the following 6 tabs horizontally:

20.3.5

Remove
this. The
HTML is
correct.
This
button is
only
available
on the
Search
Results
page

CASE NOTES PAGE

The top page should display the Header
1
26

The system should display the Location based

breadcrumb that allows the user to know its location on
the webpage.

The system should display 3 (Tabs ) :

27

27.1

27.2
27.3
27.4

Case Management

Reports
K12 Account Links
The system should display a "Create New Record"
button which should direct the user to Intake page.

Case Information Section:

28
28.1
28.2

See
Intake
section
for
changes
that
should be
duplicate
d here.
See
Intake
section
for
changes
that
should be
duplicate
d here.
See
Intake
section
for
changes
that
should be
duplicate
d here.

It should display text <Student Name> as title Heading

It should display Button that allows the user to export
Case record in pdf

Remove
this. The
HTML is
correct.
This
button is
only
available
on the
Search
Results
page

FOLLOW-UP
The top page should display the Header
1
34

The system should display the Location based

breadcrumb that allows the user to know its location on
the webpage.

The system should display 3 (Tabs ) :

35

35.1

35.2
35.3
35.4

Case Management Highlighted

Reports
K12 Account Links
The system should display a "Create New Record"
button which should direct the user to Intake page.

Case Information Section:

36
36.1
36.2

See
Intake
section
for
changes
that
should be
duplicate
d here.
See
Intake
section
for
changes
that
should be
duplicate
d here.
See
Intake
section
for
changes
that
should be
duplicate
d here.

It should display text <Student Name> as title Heading

It should display Button that allows the user to export
Case record in pdf

Remove
this.
HTML is
correct,
you can
only
create a
new case
record
from the
Search
page

GOALS
The top page should display the Header
1
42

The system should display the Location based

breadcrumb that allows the user to know its location on
the webpage.

The system should display 3 (Tabs ) :

43
43.1
43.2
43.3

Case Management ( Highlighted)

Reports ( will direct the user to CMS reports page)
K12 Account Links ( will direct the user to K12 account
links page)
Case Information Section:

5
43.4

It should display text <Student Name> as title Heading

43.5

It should display Button that allows the user to export

Case record in pdf

43.6

It should display 3 columns with text headings:

Personal , School & Case

43.6.1

Column 1 : Personal should display Personal

Information (student ID, Age & birthdate)

43.6.2

Column 2: School should display Name of the school

and expected graduation date (which should be
semester and year format e.g.: Fall 2015)

43.6.3

Column 3: Case
It should indicate the day the case record was created
under the text heading 'Created '

43.6.4

It should indicate the last date the case note was

updated under the text heading 'Updated'
It should display the following 6 tabs horizontally:

43.6.5
43.6.6
43.6.7
43.6.8
43.6.9
43.6.10

Intake
Services
Case Notes
Follow Up
Goals ( This tab should be highlighted )

See
Intake
section
for
changes
that
should be
duplicate
d here.

POST SECONDARY OUTCOMES (Case MS)

The top page should display the Header
1
47

The system should display the Location based

breadcrumb that allows the user to know its location
on the webpage.

See Intake
section for
changes
that should
be
duplicated
here.

The system should display 3 (Tabs ) :

48
48.1

48.2
48.3
48.4

Case Management Highlighted

Reports
K12 Account Links
The system should display a "Create New Record"
button which should direct the user to Intake page.
Case Information Section:

49
49.1

It should display text <Student Name> as title

Heading

49.2

It should display Button that allows the user to export

Case record in pdf

49.3

It should display 3 columns with text headings:

Personal , School & Case.

49.3.1

Column 1 : Personal should display Personal

Information (student ID, Age & birthdate)

49.3.2

Column 2: School should display Name of the school

and expected graduation date (which should be
semester and an year format)

49.3.3

Column 3: Case
It should indicate the day the case record was initiated
under the text heading 'Created '

49.3.4

It should indicate the last date the case note was

updated under the text heading 'Updated'
It should display the following 6 tabs horizontally:

49.3.5
49.3.6

See Intake
section for
changes
that should
be
duplicated
here.

Intake

Remove
this. (See
above)