Test service state entity and array extensions

After extending contacts with an array and configuring the ContactManager and ClaimCenter user interfaces, test that the extensions work in both applications.

Before you begin

Complete Enable addition of service states to a company on a claim.

Procedure

  1. Shut down ClaimCenter and ContactManager if they are running, and then restart both applications.
  2. Log in to ClaimCenter as a user who can create new contacts.
    For example, if you have loaded sample data, log in as user ssmith with password gw.
  3. Click the Claim tab and open an existing claim.
  4. Click Parties Involved in the Sidebar, and then on the Contacts screen click New Contact > Company.
  5. On the New Company screen, Service States is listed above the Notes section on the right.
  6. Click Add to add a row for a state, and then click the new State Name field and select a state from the list.
  7. Select the new row, and then click Remove to delete it.
  8. Add several states, and then enter enough information to create the new company.
  9. Under Roles near the top of the screen, click Add, and then add a role for this company for the current claim, such as Vendor.
  10. Click Update to add the company to the list on the Contacts screen.
  11. Click the company in the list on the Contacts screen.

    On the Basics card, you see the following message:

    This contact is linked to the Address Book and is in sync

    Because you logged in as a user with permission to create and edit contacts, ClaimCenter saved the new contact in ContactManager.

  12. Click the Address Book tab, and then search for the company you just created.
  13. Click the company name in the search results to open its Basics card.
  14. Look for the Service States list view above the Notes, and see that they are the states you added.
  15. Click the Edit in ContactManager button, and, if necessary, log in as a user who can create new contacts.
    For example, log in as user aapplegate with password gw.
    ContactManager opens showing the company you created in ClaimCenter.
  16. In ContactManager, verify that there is a Service States list above Notes, and that the states are the same as the ones you added in ClaimCenter.
  17. Click Edit and delete one of the states.
  18. Add a different state, and then click Update.
  19. Click Actions > New Company > Vendor and choose each kind of company in turn to verify that there is a Service States list for each type of company.
  20. Choose a type of company to create, then add and delete a service state. Add several service states, and then enter enough information to create the new Company.
  21. Click Update to save the company.
  22. Go back to ClaimCenter and click the Address Book tab, and then search for the company you created in ContactManager to verify that ClaimCenter can find the company.
  23. In the claim in which you created the company with states, click Parties Involved.
  24. On the Contacts screen, click the company you created and verify that it is now out of sync.
  25. Click Copy from Address Book and verify that the company now has the set of states that you set up in ContactManager.