PLS-7E: Testing Post-Selection Workflows

Overview

In this module, you'll test all the workflows that happen after students select their rooms. You'll verify that YOUR document templates work correctly, YOUR meal plans are accessible, additional forms function properly, move-in scheduling operates smoothly, and the complete residency dashboard displays all necessary information.

What you'll learn:

• How to test document signing workflows with YOUR document templates

• How to verify meal plan selection with YOUR meal plan configuration

• How to test additional forms assigned to YOUR cycle

• How to test move-in scheduling with YOUR moving groups

• How to verify QR code generation for move-in

• How to validate the complete residency dashboard experience

Time: 10 minutes

What You're Testing

In this module, you're validating that:

• Document signing workflow works with YOUR document templates

• Document merge fields populate correctly with student data

• Meal plan selection displays YOUR meal plan options

• Meal plan pricing and details display correctly

• Additional forms appear and can be completed (if configured)

• Move-in scheduling works with YOUR moving groups

• Moving group capacity limits are enforced

• QR codes generate correctly for move-in

• Residency dashboard shows complete assignment information

Prerequisites

Before starting PLS-7E, you must have completed PLS-7D with:

• ✓ At least 2-3 test students with room assignments (residency records created)

• ✓ Residencies in "Assigned" status

• ✓ Both individual and group room selections completed

If your test students haven't selected rooms yet, complete PLS-7D first.

Step 1: Test Document Signing Workflow

If your cycle includes document templates (configured in PLS-6I), test the e-signature workflow.

Accessing Documents

1. Access the resident portal as a test student with a room assignment (e.g., Johnny Test)

2. Check the dashboard for an action item: "Sign Documents" or similar

3. Click the action item OR navigate to Application › Manage › Additional Docs

4. Verify YOUR document appears (e.g., "Housing Contract 2025")

Setting Up Signature

The first time a student signs a document, they must set up their signature:

1. Click "Start Signing" or similar button

2. The signature setup screen appears

3. Draw a signature in the signature box (touch-responsive, works on desktop and mobile)

4. Click "I accept my signature"

5. Draw initials in the initials box

6. Click "I accept my initials for use in documents"

7. Check the "Consent" checkbox to confirm electronic signature acceptance

Signing the Document

1. After signature setup, click "Start Signing" to access the document

2. Scroll through the document content

3. Verify merge fields populated correctly: • {{firstName}} shows "Johnny" • {{lastName}} shows "Test" • {{roomNumber}} shows the assigned room • {{buildingName}} shows the assigned building • Any other merge fields from YOUR document template

4. Locate signature boxes (highlighted in blue or green)

5. Click "Insert Signature" in each signature box

6. Complete any additional required fields (text inputs, checkboxes, dates)

7. Click "Submit" or "Complete Signing"

8. Verify you're redirected to a download page

9. Click to download the signed document as PDF

10. Open the PDF and verify: • Your signature appears • Merge fields are populated • Document is properly formatted

Testing Checklist: Document Signing

• ☐ Document appears as action item on dashboard

• ☐ Document accessible from Applications section

• ☐ Signature setup workflow works (draw signature, draw initials, consent)

• ☐ Document content displays correctly

• ☐ Merge fields populate with correct student/room data

• ☐ Signature boxes are clearly marked

• ☐ Can insert signature in all required boxes

• ☐ Can complete any additional required fields

• ☐ Submit button works

• ☐ Download page appears after submission

• ☐ Can download signed PDF

• ☐ Downloaded PDF contains signature and populated data

• ☐ Document status updates to "Signed" in admin portal

Step 2: Test Additional Forms (If Configured)

If your cycle includes additional forms beyond the application (configured in PLS-6I), test that workflow.

What Are Additional Forms?

Additional forms are supplementary forms assigned to cycles:

• ESA/Animal registration forms

• Medical accommodation forms

• Parking permit applications

• Custom surveys or questionnaires

Testing Additional Forms

1. As a test student, check dashboard for additional form action items

2. Navigate to Application › Manage › Forms or similar section

3. Verify YOUR additional form appears

4. Click to open the form

5. Complete all questions

6. Submit the form

7. Verify confirmation message appears

8. Verify form shows as "Completed" in student portal

In admin portal, verify:

1. Navigate to Admin › Forms › YOUR additional form › Responses

2. Verify test student's response appears

3. Verify all answers were saved correctly

Step 3: Test Meal Plan Selection

Test that students can select from YOUR meal plan options and that pricing displays correctly.

Accessing Meal Plans

1. Access the resident portal as a test student with a room assignment

2. Navigate to Application › Manage

3. Click "Meal Plan" in the navigation menu

4. Verify the Meal Plans screen loads

Reviewing Meal Plan Options

Verify YOUR meal plan options display correctly:

1. Check that all meal plans assigned to YOUR cycle appear (e.g., "Unlimited Meals 2025", "14 Meals Per Week 2025")

2. Verify each meal plan shows: • Plan name • Pricing (per semester or per year) • Meals per week • Flex points included • Plan description

3. Click the arrow toggle to expand plan details

4. Verify detailed information displays correctly

Selecting a Meal Plan

1. Choose a meal plan option

2. Click "Select Plan"

3. Verify confirmation message appears

4. Verify the selected plan now shows as "Current Plan" or similar status

5. Verify pricing appears in your residency details

Testing Meal Plan Changes

If your cycle allows meal plan changes during the meal plan phase:

1. Click "Remove Plan" or "Change Plan"

2. Select a different meal plan

3. Verify the change is saved

4. Verify pricing updates if plans have different costs

Testing Default Meal Plans

If you configured a default meal plan in PLS-6G:

1. Create a new test student who doesn't manually select a meal plan

2. Wait for default assignment (may be automatic based on phase timing)

3. Verify the default meal plan is assigned automatically

4. Verify student can see their assigned default plan

Testing Checklist: Meal Plans

• ☐ Meal Plan section accessible from application

• ☐ All YOUR meal plans appear as options

• ☐ Plan names display correctly

• ☐ Pricing displays correctly for each plan

• ☐ Meals per week displays

• ☐ Flex points information displays (if applicable)

• ☐ Plan descriptions are clear and complete

• ☐ Can select a meal plan successfully

• ☐ Selected plan shows as "Current Plan"

• ☐ Can change meal plan (if enabled in YOUR cycle)

• ☐ Default meal plan applies automatically (if configured)

• ☐ Meal plan assignment appears in Admin › Residents › [Student] › Meal Plans

Step 4: Verify Meal Plan Data in Admin Portal

Confirm that meal plan selections are tracked correctly on the backend.

Checking Meal Plan Assignments

1. Navigate to Admin › Residents

2. Filter by YOUR cycle

3. Click on a test student who selected a meal plan (e.g., Johnny Test)

4. Find the "Meal Plans" section on the residency detail page

5. Verify: • Assigned meal plan name matches student's selection • Pricing is correct • Effective dates match cycle residence period • Status shows "Active" or "Assigned"

Checking Financial Transactions

1. On the same residency detail page, find "Transactions" or "Finance" section

2. Verify a transaction was created for the meal plan charge

3. Verify: • Charge code matches YOUR meal plan charge code • Amount matches meal plan pricing • Transaction date is appropriate

Step 5: Test Move-In Scheduling

Test that students can schedule move-in appointments using YOUR moving groups (configured in PLS-6F).

Accessing Move-In Scheduling

1. Access the resident portal as a test student with a room assignment

2. Navigate to Residency section in the navigation bar

3. Click "Move-In" or look for a "Schedule Move-In" action item

Selecting a Move-In Time

1. Verify YOUR moving groups display as available time slots

2. Each time slot should show: • Date • Time range (e.g., "9:00 AM - 12:00 PM") • Capacity (e.g., "15 of 50 spots available") • Moving group name (if configured)

3. Select a time slot

4. Click "Confirm" or "Schedule Move-In"

5. Verify confirmation message appears

6. Verify your scheduled time displays in the Move-In section

Testing Move-In Rescheduling

If your cycle allows rescheduling (configured in PLS-6F):

1. Look for "Change Time" or "Reschedule" button

2. Click to view available time slots again

3. Select a different time slot

4. Confirm the change

5. Verify your move-in time updates

6. Verify capacity updates for both old and new time slots

Testing Checklist: Move-In Scheduling

• ☐ Move-In section accessible from Residency

• ☐ YOUR moving groups display as time slot options

• ☐ Date and time display correctly for each slot

• ☐ Capacity information displays (e.g., "15 of 50 spots")

• ☐ Can select a move-in time slot

• ☐ Confirmation message appears after scheduling

• ☐ Scheduled time displays in student's portal

• ☐ Can reschedule (if enabled in YOUR cycle)

• ☐ Capacity decreases when slots are booked

• ☐ Move-in instructions display (if configured)

Step 6: Verify QR Code Generation

Test that move-in QR codes generate correctly for streamlined check-in on move-in day.

How to Test QR Codes

1. After scheduling a move-in time, look for a "View QR Code" link or section

2. Click to view the QR code

3. Verify: • QR code image displays • Student name appears • Move-in date and time appear • Room assignment appears • Instructions for using QR code on move-in day

Step 7: Test the Complete Residency Dashboard

Navigate to the Residency section to verify all assignment information displays correctly for students.

What to Verify on Residency Dashboard

1. Navigate to Residency in the resident portal navigation

2. Verify the following information displays:

Residency Overview:

• Current residency status (e.g., "Assigned - Move-In Pending")

• Residency dates (start and end dates from YOUR cycle)

• Housing cycle name

Room Assignment:

• Building name

• Room number

• Bed designation (e.g., "Bed A")

• Room type (Single, Double, etc.)

Roommates (If Group Selection):

• List of roommate names

• Roommate contact information (if configured)

• Ability to view roommate bios

Meal Plan:

• Selected meal plan name

• Meals per week

• Flex points (if applicable)

• Pricing

Move-In Information:

• Scheduled move-in date and time

• Moving group assignment

• Move-in instructions

• QR code access (if generated)

Furniture Inventory (If Configured):

• List of furniture items in the room

• Furniture condition (if RCR feature enabled)

Documents:

• Signed documents list

• Download signed documents

Testing Checklist: Residency Dashboard

• ☐ Residency section accessible

• ☐ Status displays correctly

• ☐ Residency dates match cycle residence period

• ☐ Cycle name displays

• ☐ Building and room assignment accurate

• ☐ Bed designation accurate

• ☐ Roommates display (for group selections)

• ☐ Meal plan information displays

• ☐ Move-in schedule displays

• ☐ QR code accessible (if generated)

• ☐ Furniture list displays (if applicable)

• ☐ Signed documents accessible for download

Step 8: Test Action Items Completion

Verify that action items on the dashboard update as students complete tasks.

Action Items Lifecycle

1. Return to the student dashboard (Home page)

2. Review the Action List

3. Verify completed actions are marked as complete or removed from the list

Expected progression:

If all action items are complete, you should see an "All Clear" empty state or similar message.

Common Issues & How to Fix Them

Step 9: Document Post-Selection Experience for Support

Create support documentation based on post-selection workflows:

Sample Support Documentation

Testing Complete Checklist

Before moving to PLS-7F (Troubleshooting & Iteration), verify:

• ☐ Document signing workflow works end-to-end

• ☐ Merge fields populate correctly in documents

• ☐ Signed documents can be downloaded as PDFs

• ☐ Additional forms accessible and can be completed (if configured)

• ☐ Meal plan section accessible

• ☐ YOUR meal plans display with correct pricing

• ☐ Can select a meal plan successfully

• ☐ Can change meal plan (if enabled)

• ☐ Default meal plan applies (if configured)

• ☐ Meal plan assignments appear in Admin › Residents

• ☐ Meal plan transactions created in Finance

• ☐ Move-in scheduling accessible

• ☐ Moving groups display as time slot options

• ☐ Can schedule a move-in time

• ☐ Can reschedule (if enabled)

• ☐ Capacity limits are enforced

• ☐ QR code accessible or expected timing confirmed

• ☐ Residency dashboard shows complete assignment info

• ☐ Action items update as tasks are completed

• ☐ All workflows documented for support team

Key Takeaways

• Document signing requires signature setup (one-time) then document review and signing

• Document merge fields must be configured correctly to populate student/room data

• Additional forms appear based on cycle configuration and are separate from the main application

• Meal plan selection displays all meal plans assigned to YOUR cycle

• Meal plan pricing comes from YOUR charge code configuration

• Default meal plans apply automatically if configured in PLS-6G

• Move-in scheduling displays YOUR moving groups as time slot options

• Moving group capacity limits prevent overbooking

• QR codes generate for streamlined check-in on move-in day

• Residency dashboard consolidates all housing information in one place

• Action items update automatically as students complete tasks

What's Next: PLS-7F

You've now tested the complete student journey from application through post-selection workflows. In the final module, you'll document all issues discovered, make fixes, retest, and prepare for launch.

In PLS-7F: Troubleshooting, Iteration & Launch Preparation, you'll:

• Compile all issues discovered during PLS-7A through PLS-7E

• Prioritize issues (critical vs. minor)

• Make configuration fixes in the admin portal

• Retest critical workflows to verify fixes

• Create comprehensive support documentation

• Complete the final pre-launch checklist

Continue to PLS-7F →

Additional Resources

• Completing and Signing Documents, for Students - Student-facing document signing guide

• Select and Manage Meal Plans, for Students - Student-facing meal plan guide

• PLS-6I: Documents & Forms - Review document configuration

• PLS-6G: Meal Plans Configuration - Review meal plan settings

• PLS-6F: Move Management - Review moving group configuration