Onboarding

Test An Application

Check to make sure an application is working as you've imagined it working.

Testing an application before it is being used by clients or candidates is critical. This will ensure that every question, show condition, field remark and more are functioning in the way they were created to work. 

 

 

Quick Find An Application

1. From Mission Control select Clients or Candidate

2. Next to Add a User select View Application

Note:
This can only be done if you have one application for a client or a candidate, which we highly recommend, and then use show conditions to reveal the areas you like. 

 

3. Go to Step 3 in Test An Application As An Admin below.  

Test an Application as an Admin

1. From Mission Control select Builders

2. Select application and Profile Builder.

3. Select the URL of an application and open it into a new tab or window.

4. You will initially see this as an Admin so log out, or open a private browser to view this how a client or candidate would view it. 

4. Go through the application. 

  • Click all of the buttons.
  • Fill in all of the text boxes. 
  • Use a real address. Mapping and distance features will not work with a fake address.  

 

Test an Application as a Client or Candidate

1. Starting at step 2 of Test an Application as an Admin, select the URL of an application and open it into a Private tab or window, or log out of your account and begin filling out the application as a family or candidate. 

Similar to the steps above, select every checkbox, fill in every detail, including a real address.  Doing this will ensure that your system is working correctly when using this as a functional Test Account.