Note: Authorised user includes : Commercial Head, RCTAS Lead, Marketing Lead, Commercial ops and R

1 Sales automation

2 Files

3 Login page

4 Payment process Integration

5 Object’s fields level access: Teamwise

6 Stages

7 Custom Notification alert features

8 Enhanced List View for Different Objects

9 Reports and Dashboards

10 Product, Pricing & Tax

11 PDF

12 Admin
g Lead, Commercial ops and RCTAS
Test Case ID User Persona Test Description

Sales Automation

Create a Hospital Account in CellTrack with

TC001 Commercial Operations details received from the Regional Cell
Therapy Account Specialist.

Create a Hospital Account in CellTrack with

TC001 Commercial Operations details received from the Regional Cell
Therapy Account Specialist.

Create a Hospital Account in CellTrack with

TC001 Commercial Operations details received from the Regional Cell
Therapy Account Specialist.

Create an Apheresis Centre Account in

TC002 Commercial Operations CellTrack with details different from the original
hospital.
Create an Infusion Centre Account in
TC003 Commercial Operations CellTrack with details different from the original
hospital.
Upon Hospital Creation, Automatically
TC004 Commercial Operations generate a Hospital Code with 4 characters as
per the specified auto-number format.

Select a contact type from the list (Physician,

Blood Bank, Purchase Department,
TC005 Commercial Operations
Staff/Nurse, Admin and Finance) for creation
in CellTrack.

Select a contact type from the list (Physician,

Blood Bank, Purchase Department,
TC005 Commercial Operations
Staff/Nurse, Admin and Finance) for creation
in CellTrack.

Create a Physician record in CellTrack and

TC006 Commercial Operations
associate it with a Hospital Account.
 Create a Blood Bank team member record in
TC007 Commercial Operations CellTrack and associate it with a Hospital
Account.
Create a Purchase Department member
TC008 Commercial Operations record in CellTrack and associate it with a
Hospital Account.
Create a Staff/Nurse record in CellTrack and
TC009 Commercial Operations
associate it with a Hospital Account.
Create a Admin record in CellTrack and
TC010 Commercial Operations
associate it with a Hospital Account.
View Preset Territories in the Celltrack
TC011 RCTAS
application
TC012 Commercial Operations Set Territory goals

Create a Lead and Patient record in CellTrack

with details received from the Regional Cell
TC013 Commercial Operations
Therapy Account Specialist and associate it
with a Hospital and a Physician

Upon Lead Creation, Automatically generate a

Patient ID with 18 characters as per the
specified format. Ensure that it includes the
TC014 Commercial Operations
internal country code, the Hospital Code,
Product short name, and running serial
number.
TC015 RCTAS Track Hospital Lead Performance

TC016 CDMA Qualify Lead Based on Clinical Eligibilty

TC017 Commercial Operations Qualify Lead Based on Cost Affordability

TC018 Commercial Operations Convert Lead to Opportunity

TC019 Commercial Team and CDMA Send Emails to Concerned Teams*

TC020 - Creation of Weekly Status
TC021 Commercial Ops Slot Creation
Put Opportunity on waitlist upon slot being
TC022 Commercial Operations
unvailable
TC023 Commercial Operations Reserve an available slot for the opportunity
TC024 Commercial Operations Conversion of Opportunity into Order
TC025 Commercial Team and CDMA Sending Order Confirmation Emails
TC026 Commercial Operations Syncing Data from other objects to Quote

TC027 Commercial Ops Creating Quotes

TC028 Commercial Ops Submit Quote for approval
TC029 Regional Cell Therapy Account M First Approval in 2-Stage Quote Approval

TC030 Commercial Head/Marketing Lead Second Approval in 2-Stage Quote Approval

TC031 Commercial Ops Accessing Task/Activity Management
TC032 Commercial Ops Creating Task/Activity
TC033 Commercial Ops Integration with System Modules
TC034 - Receiving Task and Activity Emails
TC035 Authorised user Accessing "To-Do" Feature
TC036 Authorised user Notification and reminders

Files
TC037 Authorised user Uploading a File
TC038 Authorised user Navigating to File Location
TC039 Authorised user Sharing Files Among Different Teams

TC040 Authorised user Delegating Access Levels to Different Teams

TC041 Authorised user Adding Descriptions for Shared Files
TC042 Authorised user Submitting a Document for Review
TC043 Authorised user Receiving Review Notification
TC044 Authorised user Viewing Document for Review
TC045 Authorised user Adding Comments in Review
TC046 Authorised user Approving or Rejecting Document
TC047 Authorised user Notification of Approval Decision
TC048 Authorised user Creating New Version of Document
TC049 Authorised user Publishing a Document
TC050 Authorised user Updating File with New Version
TC051 Authorised user Selecting File Location for New Version
TC052 Authorised user Describing Changes for New Version
TC053 Authorised user Searching for Files and Documents by Name
TC054 Authorised user Browsing and Selecting Specific Files
Retrieving Files and Documents from the
TC055 Authorised user
Repository
TC056 Authorised user Generating a Public Link
TC057 Authorised user Sharing a Document Using "Share"
TC058 Authorised user Setting Expiration Date (Enabled/On)
TC059 Authorised user Setting Expiration Date (Disabled/Off)
TC060 Authorised user Selecting Expiration Date
TC061 Authorised user Setting a Password (Enable/On)
TC062 Authorised user Setting a Password (Disable/Off)
TC063 Authorised user Setting a Password
TC064 Authorised user Creating a Link for Sharing
TC065 Authorised user Uploading Files to Hospital
TC066 Authorised user Uploading Files to Contact
TC067 Authorised user Uploading Files to Lead
TC068 Authorised user Uploading Files to Opportunity
TC069 Authorised user Uploading Files to Order
TC070 Authorised user Uploading Files to Quote
TC071 Authorised user Uploading Files to Pro-Forma
TC072 Authorised user Uploading Files to Invoice
TC073 Authorised user Filtering Files by Owner
TC074 Authorised user Filtering Files by Category
TC075 Authorised user Filtering Files by ID

Login Page
TC076 Authorised user Viewing Company Logo
TC077 Authorised user Adding Unique Username
TC078 Authorised user Creating a Strong Password

Payment Information
Sending Hospital record (Hospital, Apheresis
TC079 Commercial Operations
Centre, Infusion Centre) Details to SAP
TC080 Commercial Operations Sending Physician Details to SAP
TC081 Commercial Operations Sending Blood Bank Details to SAP
TC082 Commercial Operations Sending Purchase Department Details to SAP
TC083 Commercial Operations Sending Staff Nurse Details to SAP
TC084 Commercial Operations Sending Finance Team Details to SAP
TC085 Commercial Operations Sending Admin Details to SAP

TC086 Commercial Operations Data Transfer to SAP

TC087 Commercial Operations Generating a Pro-forma Invoice

TC088 - Receiving Email Notification
TC089 Commercial Operations Automatic Patient Details Update
TC090 Commercial Operations Automatic Patient Details Update
TC091 Commercial Ops Pro-forma Invoice Transfer
TC092 SAP User Sales Order Creation
TC093 - Email Transaction Record Retrieval

TC094 - Checking Transaction Status

TC095 - Transaction Status Update

TC096 Finance Team Gathering Information

TC097 - Automated Processing

TC098 Authorized User Create New Transaction Record

TC099 Authorized User Storing Transaction Records

TC100 Finance Team Member Tracking Received Amount

TC101 Commercial Ops Automatically Populating Invoice Amount

TC102 Celltrack User Check Payment Status

TC103 CellTrack User Check Payment Status

TC104 Commercial Ops Check Transaction Status

TC105 Finance Team Member Confirm Payment Receipt
TC106 Commercial Ops Confirm Payment Receipt
TC107 Commercial Ops Update Slot Status

TC108 Commercial Ops Make cancelled slot available for other patient
TC109 SAP User Release Sales Order
Payment Receipt received from SAP to
TC110 Commercial Ops
Celltrack and stored in Patient
TC111 Commercial Ops Update Slot Status
TC112 - Send Payment Receipt Email
TC113 SAP User Invoice Generation
TC114 - Invoice Details Transfer
TC115 - Send Invoice Email

Object's field level Access: Team wise

TC116 Authorised Users Access and Edit Hospital Object
TC117 Admin Grant Access for Hospital Object
TC118 CDMA Read Access for Hospital Object
TC119 Super Admin Access and Edit Hospital Object
TC120 Authorised Users Access and Edit Apheresis Centre Object
TC121 Admin Grant Access for Apheresis Centre Object
TC122 CDMA Read access Apheresis Centre Object
TC123 Super Admin Access and Edit Apheresis Centre Object
TC124 Authorised Users Access and Edit Infusion Centre Object
TC125 Admin Grant Access for Infusion Centre Object
TC126 CDMA Access Infusion Centre Object
TC127 Super Admin Access and Edit Infusion Centre Object
TC128 Authorised Users Access and Edit Physician Details
TC129 Admin Grant Access for Physician Details
TC130 CDMA Access Physician Details
TC131 Super Admin Access and Edit Physician Details
TC132 Authorised Users Access and Edit Blood Bank Team Details
TC133 Admin Grant Access for Blood Bank Team Details
TC134 CDMA Access Blood Bank Team Details
TC135 Super Admin Access and Edit Blood Bank Team Details
TC136 Authorised Users Access and Edit Purchase Department Details

TC137 Admin Grant Access for Purchase Department Details

TC138 CDMA Access Purchase Department Details
TC139 Super Admin Access and Edit Purchase Department Details
Access and Edit Finance Team Member
TC140 Authorised Users
Details
Grant Access for Finance Team Member
TC141 Admin
Details
TC142 CDMA Access Finance Team Member Details
Access and Edit Finance Team Member
TC143 Super Admin
Details
TC144 Authorised Users Access and Edit Admin Details
TC145 Admin Grant Access for Admin Team Member Details
TC146 CDMA Access Admin Team Member Details
TC147 Super Admin Access and Edit Admin Details

TC148 Authorised Users Access and Edit Lead Details

TC149 Authorised Users Access Lead Details

TC150 Admin Grant Access to Other Users

TC151 CDMA Access Lead Details

TC152 CDMA Edit CDMA Approval

TC153 Finance Access Lead Details

TC154 Super Admin Access and Edit Lead Details

TC155 Super Admin Access Lead Details

TC156 Authorised Users Access and Edit Opportunity Details

TC157 Authorised Users Access Opportunity Details

TC158 Admin Grant Access to Other Users

TC159 CDMA Access Opportunity Details
TC160 Super Admin Access and Edit Opportunity Details

TC161 Super Admin Access Opportunity Details

TC162 Authorised users Access and Edit Territory Details

TC163 Authorised users Access Territory Details

TC164 CDMA Access Territory Details
TC165 Admin Grant Access to Other Users

TC166 Super Admin Access Territory Details

TC167 Super Admin Access Territory Details

TC168 Authorised User Edit Patient Object Fields
TC169 Authorised User View Patient Object Fields
TC170 Admin Grant Access to Other Users
TC171 Finance Team Member Edit Patient Object Fields
TC172 Finance Team Member View Patient Object Fields
TC173 Super Admin Edit Patient Object Fields
TC174 Super Admin View Patient Object Fields
TC175 Authorised User Edit Order Object Fields
TC176 Authorised User View Order Object Fields
TC177 CDMA View Order Object Fields
TC178 Admin Grant Access
TC179 Super Admin Edit Order Object Fields
TC180 Super Admin View Order Object Fields
TC181 Authorised User Edit Quote Object Fields
TC182 Authorised User View Quote Object Fields

TC183 CDMA Team View Quote Object Fields

TC184 Admin Grant Access to User
TC185 Super admin Edit Quote Object Fields
TC186 Super admin View Quote Object Fields

TC187 Authorised users View Pro-forma Invoice Fields

TC188 Authorised users Edit Pro-forma Invoice Fields

TC189 CDMA View Pro-forma Invoice Fields
TC190 Admin Grant Access to Other Users
TC191 Super admin View Pro-forma Invoice Fields
TC192 Super admin Edit Pro-forma Invoice Fields
TC193 Authorised users View Invoice Fields
TC194 CDMA View Invoice Fields
TC195 Super Admin View Invoice Fields
TC196 CDMA Access CDMA Files
TC197 Authorised Users Access Authorised Users Files
TC198 Finance Team Access Finance Files
TC199 All Team Members Access General Files
TC200 Super Admin Access Super Admin Files
TC201 Authorised Users Access Transaction Object
TC202 CDMA Access Transaction Object
TC203 Admin Grant Access for Transaction Object
TC204 Super Admin Access Transaction Object
TC205 Admin Grant Access for Company Object
TC206 Super Admin Access Company Object
TC207 Authorised Users Access Price Object
TC208 Admin Grant Access for Price Object
TC209 CDMA Access Price Object
TC210 Super Admin Access Price Object
TC211 Super Admin Access Price Object
TC212 Authorised Users Access Product Object
TC213 CDMA Access Product Object
TC214 Super Admin Access Product Object
TC215 Admin Grant Access for Product Object

Stages
TC216 Authorised User View Lead Stage

TC217 Authorised User Lead Stage Change

Change Opportunity Stage to Manufacturing

TC218 Commercial Ops
Reservation for slot booking
TC219 Commercial Ops Change to Waitlisted
TC220 Commercial Ops Review Closed Opportunities
TC221 Commercial Ops Draft Stage - Submit for Approval
TC222 RCTAS Lead 1st Approval Stage - Acceptance
TC223 RCTAS Lead 1st Approval Stage - Rejection
TC224 Commercial Head/Marketing Lead 2nd Approval Stage - Acceptance

TC225 Commercial Head/Marketing Lead 2nd Approval Stage - Rejection

TC226 Authorised User Approved Stage - Quote Conversion

Custom Notification alert features

TC226 CDMA and Commercial Team Notification Acknowledgment

TC227 CDMA and Commercial Team Notification Acknowledgment

TC228 CDMA and Commercial Team Notification Acknowledgment

TC229 CDMA and Commercial Team Lead to Opportunity Conversion Notification

TC230 CDMA and Commercial Team Opportunity to Order Conversion Notification

TC231 Commercial Team Member Order to Quote Conversion Notification

TC232 Regional Cell Therapy Account Spe

1st Step Quote Approval Notification
TC233 Commercial Head/Marketing Lead 2nd Step Quote Approval Notification

TC234 Commercial Team Member Quote Approval Notification

TC235 Commercial Team Member Quote Rejection Notification

Commercial Team Member and
TC236 Pro-forma Invoice Generation Notification
Finance
TC237 Finance Team Member Payment Status Update Notification

Enhanced List View for Different Objects

TC238 Authorised User View All Hospitals
TC239 Authorised User View All Apheresis Centres
TC240 Authorised User View All Infusion Centres
TC241 Authorised User View Hospitals
TC242 Authorised User View Recently Viewed
TC243 Authorised User Sort List by Column Values
TC244 Authorised User Quick Search
TC245 Authorised User Filtering Options
TC246 Authorised User All Contacts - List View

TC247 Authorised User Admin Team Members - List View

TC248 Authorised User Blood Bank Team Members - List View

TC249 Authorised User All Physician - List View
Purchase Department Team Members - List
TC250 Authorised User
View
TC251 Authorised User All Staff / Nurses - List View

TC252 Authorised User Finance Team Members - List View

TC253 Authorised User New This Week - List View

TC254 Authorised User Recently Viewed - List View

TC255 Authorised User All Leads - List View

TC256 Authorised User All Open Leads - List View

TC257 Authorised User My Unread Leads - List View

Leads with different Apheresis Centre - List
TC258 Authorised User
View
TC259 Authorised User Leads with different Infusion Centre - List View

TC260 Authorised User Recently Viewed Leads - List View

TC261 Authorised User Today’s Leads - List View

TC262 Authorised User VIP Leads - List View

TC263 Authorised User Sort List by Column Values
TC264 Authorised User Quick Search
TC265 Authorised User Filtering Options
TC266 Authorised User My Opportunity - List View

TC267 Authorised User Closing this week - List View

TC268 Authorised User Closing next week - List View

TC269 Authorised User New this week - List View

TC270 Authorised User New Last week - List View

TC271 Authorised User Recently Viewed - List View

TC272 Authorised User Access Filtering Options

TC273 Authorised User Sort List by Column Values
TC274 Authorised User View All Orders List

TC275 Authorised User View Recently Viewed Orders List

Sort List View Based on Specific Column
TC276 Authorised User
Values
TC277 Authorised User Apply Filters and Verify Filtered List View

TC278 Authorised User View All Quotes List

TC279 Authorised User View Recently Viewed Quotes List

Sort List View Based on Specific Column
TC280 Authorised User
Values
TC281 Authorised User Apply Filters and Verify Filtered List View

TC282 Authorised User Access All Pro-Forma Invoices List View

Access Recently Viewed Pro-Forma Invoices

TC283 Authorised User
List View
Sort List View Based on Specific Column
TC284 Authorised User
Values
TC285 Authorised User Apply Filters and Verify Filtered List View

TC286 Authorised User Patients - List View

Sort List View Based on Specific Column
TC287 Authorised User
Values
TC288 Authorised User Access Dropdown/Menu for Filtering Options

TC289 Authorised User Access All Territories List View

TC290 Authorised User Access Recently Viewed Territories List View

Sort List View Based on Specific Column
TC291 Authorised User
Values
TC292 Authorised User Access Dropdown/Menu for Filtering Options
TC293 Authorised User Access All Invoices List View
Sort List View Based on Specific Column
TC294 Authorised User
Values
TC295 Authorised User Perform Quick Search Within the List View

TC296 Authorised User Access Dropdown/Menu for Filtering Options

TC297 Authorised User Access All Products List View

Sort List View Based on Specific Column
TC298 Authorised User
Values
TC299 Authorised User Perform Quick Search Within the List View

TC300 Authorised User Access Dropdown/Menu for Filtering Options

TC301 Authorised User Access Different File List Views

TC302 Authorised User Customize Columns in List View

Sort List View Based on Specific Column
TC303 Authorised User
Values
TC304 Authorised User Access Dropdown/Menu for Filtering Options

TC305 Authorised User Access All Prices List View

Sort List View Based on Specific Column
TC306 Authorised User
Values
TC307 Authorised User Perform Quick Search Within the List View

TC308 Authorised User Access Dropdown/Menu for Filtering Options

TC309 Authorised User Access All Transactions List View

Sort List View Based on Specific Column
TC310 Authorised User
Values
TC311 Authorised User Access Dropdown/Menu for Filtering Options

TC312 Authorised User Access All Company List View

Sort List View Based on Specific Column
TC313 Authorised User
Values
TC314 Authorised User Access Dropdown/Menu for Filtering Options

Reports and Dashboards

TC315 Authorised User Lead to Opportunity Dashboard

TC316 Authorised User View Leads Based on Hospitals

Visual Representation of Lead Data w.r.t

TC317 Authorised User
Territory
TC318 Authorised User Lead Stage-specific Metrics
TC319 Authorised User Opportunity Stage-specific Metrics

TC320 Authorised User Open Task and Activties Report

TC321 Authorised User Open Task and Activities Report
TC322 Authorised User View Active Patients
TC323 Authorised User View VIP Leads
TC324 Authorised User Report-Leads closed by this month
TC325 Authorised User Report-Opportunities closed by this month
Report- Company performance based on
TC326 Authorised User
orders
Users can access the "Territory Wise
TC327 Authorised User
Opportunity" dashboard within the application.
Users can access the "Territory Wise Quote"
TC328 Authorised User
dashboard within the application.
Users can access the "Territory Wise Pro-
TC329 Authorised User
forma" dashboard within the application.
Users can access the "Territory Wise Invoice"
TC330 Authorised User
dashboard within the application.
Users should be able to view a list of leads
TC331 Authorised User that are associated with specific "RCTAS"
within the report.
Users should be able to view a list of
TC332 Authorised User opportunities that are associated with specific
"RCTAS" within the report.
Users should be able to view a list of quotes
TC333 Authorised User that are associated with specific "RCTAS"
within the report.
Users should be able to view a list of pro-
TC334 Authorised User formas that are associated with specific
"RCTAS" within the report.
Users should be able to view a list of
TC335 Authorised User opportunities that are associated with specific
"Hospital" records within the report
Users should be able to view a list of Pro-
TC336 Authorised User forma documents that are associated with
specific "Hospital" records within the report
Users should be able to view a list of quotes
TC337 Authorised User that are associated with specific "Hospital"
records within the report.
TC338 Authorised User View State-Wise Lead Data

TC339 Authorised User View State-Wise Opportunity Data

TC340 Authorised User View State-Wise Quote Data

TC341 Authorised User View State-Wise Pro-forma Data

TC342 Authorised User View State-Wise Invoice Data

TC343 Authorised User View Outstanding Payment Data

TC344 Authorised User View Manufacturing Slot Availability Data

Product, Pricing and Tax
TC345 Authorised User Retrieve Product Details
TC346 Authorised User Retrieve Pricing Details
TC347 Authorised User Retrieve Unit Price
TC348 Authorised User Integration with Price Object

TC349 Authorised User Integration with Quote Object

TC350 Authorised User Integration with Quote Object

TC351 Authorised User Integration with Pro-Forma Object

TC352 Authorised User Creating Parent-Child Relation

Verify that the system correctly extracts the all

the fields from a CSV file attached in a bank
TC353 Authorised User
transaction email and populates it into the
Transaction object within the system.

PDF
TC354 Authorized User PDF Creation in Quote Object
TC355 Authorized User Automatic Receipt of Payment Receipt PDF
TC356 Authorized User PDF Generation in Pro-Forma Object
TC357 Authorized User PDF Generation in Invoice Object from SAP

Admin
TC358 Admin Creating Users with credentials
TC359 Admin Assigning profile to the newly created user
Selecting email recepients for the email alerts
TC360 Admin
of various stage conversions and triggers
Assigning 1st stage of quote approval to user
TC361 Admin
RCTAS Lead
Assigning 2nd stage of quote approval to user
TC362 Admin
Marketing Lead and Commercial Head

New Requirements (Regarding App notification and Emails

TC363 Commercial Team Member Verify notification trigger for rejected lead by
CDMA.
Verify notification upon hospital creation by
TC364 CDMA and Commercial Teams
Commercial Team.
 Verify notification upon Apheresis Centre
TC365 CDMA and Commercial Teams
creation by Commercial Team
Verify notification upon Infusion Centre
TC366 CDMA and Commercial Teams
creation by Commercial Team
Verify notification upon Physician Contacts
TC367 CDMA and Commercial Teams
creation by Commercial Team
Verify notification upon Admin Contacts
TC368 CDMA and Commercial Teams
creation by Commercial Team
Verify order confirmation email after
TC369 Commercial Team
conversion to quote.
Confirm receipt of 1st quote approval email
TC370 Commercial Team
after RCTAS lead approval.
Validate receipt of 2nd quote approval email
TC371 Commercial Team after Commercial Head/Marketing Lead
approval.
Commercial Team and Finance Validate receipt of email upon Pro-forma
TC372
Member Invoice generation.
Verify receipt of email upon Hospital creation
TC373 CDMA and Commercial Team
by Commercial Ops.
Confirm receipt of email upon Apheresis
TC374 CDMA and Commercial Team
Centre creation by Commercial Ops.
Validate email receipt upon Infusion Centre
TC375 CDMA and Commercial Team
creation by Commercial Ops.
Confirm receipt of email upon Physician
TC376 CDMA and Commercial Team
Contacts creation by Commercial Ops.
Validate email receipt upon Admin Contacts
TC377 CDMA and Commercial Team
creation by Commercial Ops.

User Guide
Login Instruction
TC378 Admin and Super Admin Verify access to the CellTrack login page
Attempt to log in using the "Login with STS"
TC379 Admin and Super Admin
option
TC380 Admin and Super Admin Attempt to log in using Microsoft credentials
Navigating the Dashboard
TC381 Admin and Super Admin Access Home Page
TC382 Admin and Super Admin Verify Task Updates for Today
TC383 Admin and Super Admin Confirm Availability of Assistants
Create new users from profile
TC384 Admin and Super Admin Search for Users in Setup Menu
TC385 Admin and Super Admin Create a New User

TC386 Admin and Super Admin Complete User Information

TC387 Admin and Super Admin Send Login Credentials

TC388 Admin and Super Admin Save the New User
Assigning Users to profile
TC389 Admin and Super Admin Search for Profiles and Select Desired Profile
TC390 Admin and Super Admin Assign Users to the Profile
TC391 Admin and Super Admin Add Users to the Profile
TC392 Admin and Super Admin Save Changes
Setting Email and App Notification
TC393 Admin and Super Admin Search for Email Alerts
TC394 Admin and Super Admin Assign Users to Email Alerts
TC395 Admin and Super Admin Add External Users for Alerts
TC396 Admin and Super Admin Save Changes
Notification through flow
TC397 Admin and Super Admin Choose Custom Notification from setup
TC398 Admin and Super Admin Select Flow Setup
TC399 Admin and Super Admin Implement Notification and Email Flows
TC400 Admin and Super Admin Customize Notification Actions
TC401 Admin and Super Admin Include Dynamic Content in Messages
TC402 Admin and Super Admin Activate the Flow
Setting Approvals (For instance quote apporval and same steps will be followed for Lead approval)
TC403 Admin and Super Admin Access Object Management
TC404 Admin and Super Admin Add First Approval Step
TC405 Admin and Super Admin Add Second Approval Step
Assign users to Groups
TC406 Admin and Super Admin Access Public Group section
TC407 Admin and Super Admin Create a New Public Group
TC408 Admin and Super Admin Assign Users to the Group
TC409 Admin and Super Admin Save Changes
Expected Outcome

Hospital Account is successfully created with all relevant details (Name, Address, Contact info, etc.)

Hospital Account is successfully created with all relevant details (Name, Address, Contact info, etc.)

Hospital Account is successfully created with all relevant details (Name, Address, Contact info, etc.)

Apheresis Centre Account is successfully created and is distinct from the original hospital account.

Infusion Centre Account is successfully created and is distinct from the original hospital account.

Hospital Code is generated with required format for every single hospital record (Hospital, Apheresis Centre, Infusion Centre) c
unique
● XXXX e.g. 0001

User can successfully select a contact type from the provided list to create.

User can successfully select a contact type from the provided list to create.

Physician record is successfully created and associated with the correct Hospital Account.
Blood Bank team member record is successfully created and associated with the correct Hospital Account.

Purchase Department member record is successfully created and associated with the correct Hospital Account.

Staff/Nurse record is successfully created and associated with the correct Hospital Account.

Admin record is successfully created and associated with the correct Hospital Account.

The system provides a list of preset territories to the RCTAS.

Commercial Operations can set goals for each territory.

Lead and Patient record is successfully created with all relevant details (Name, Address, Contact info, etc.) and is associated w
and Physician

Patient ID is generated with required format for every single lead creation which is unique
● XXX (3) – Internal country code starting from 1.
● XXXX (4) – Hospital Code
● XXX (3) – Product short name from product object.
● XXXXXX (6) – Running serial number starting from 1.

RCTAS can track the performance of lead creation based on hospital through comprehensive dashboards and reports, analyzin
lead sources, and overall sales pipeline generated from hospital leads.
The system provides a lead qualification feature that assesses the suitability and potential of leads based on disease indication
CDMA approval field to indicate the lead qualified
The system provides a lead qualification feature that assesses the suitability and potential of leads based on cost affordability a
Commercial approval field to indicate the lead qualified

The system provides automatated lead to opportunity conversion feature that facilitates the process of converting qualified lead
as customers once lead is approved by CDMA and Commercial Team.

Email notifications are sent to all teams as expected.

Weekly status updates of lead to opportunity conversion are sent to all six teams as expected.
Commercial Ops creates slots as provided by Quality Assurance in CellTrack.
Commercial Ops puts the opportunity to waitlisted stage if slot is not available
An available slot should be reserved for the opportunity
Raise a slot reservation request and Trigger the conversion of an opportunity into an order.
The system automatically sends order confirmation emails to the following teams: Commercial team and CDMA
Initiate the process to fetch following fields from Product and Price object internally. Verify that the correct product details are fe
for quote generation in CellTrack.
Product
Customer Price
Discount
CGST
SGST
IGST
Create a quote using the fields cascaded from Order object and fields fetched from Product and Price object as per data model
Quote is submitted for the approval for review
Log in as a Regional Cell Therapy Account Manager. Initiate the first approval for a quote in the 2-stage approval process. Veri
goes through the first approval process by approving the quote
Log in as a Commercial Head/Marketing Lead. Initiate the second approval for a quote in the 2-stage approval process. Verify t
through the second approval process by approving the quote
Access the Task/Activity Management feature.Verify that tasks and activities can be effectively organized, assigned, tracked, a
Use the Task/Activity Creation feature to create and assign Tasks/Activities to other users
Ensure that the Task/Activity Management feature is integrated with other system modules such as Hospital, Contacts, Lead, O
Quote, Pro-forma Territory, etc.
Emails are received for tasks and activities assigned to the concerned team member.
Access the "To-Do" feature and tasks can be managed and prioritized for the current day.
Create tasks within the to-do list and the system provides notifications or reminders for upcoming or overdue tasks.

Can upload files with Access the "Upload a File" option.

Navigate to the file location where the desired file is located. and then can upload
Access the file sharing feature and select teams (Quality Assurance, CDMA, Commercial, manufacturing, Supply chain manag
for sharing. and Set up permissions and access controls for file sharing.
Access the access level delegation feature for different teams (Quality Assurance, CDMA, Commercial, manufacturing, Supply
and financel). And Assign access levels (viewer, collaborator, and record level access) to team members.
Share a file and add a description. And Access shared files and verify that the associated description is visible.
Submit an uploaded document for review. And the document is submitted for approval to the designated approver.
Wait for a document assignment and notification is received when a document is assigned for review.
Access and view the assigned document for review. And the document can be viewed directly within the system.
Access the document review. And can Add comments within the designated feedback section while reviewing.
Access the document review. and can Approve or reject the document, accompanied by comments.
Wait for an approval decision. And a notification is received when an approver makes a decision regarding the approval.
Upload a document to the Files. The uploaded document is assigned a new version.
Publish a document in the Files.
Access the document in the Files. And can Update the previous version with the latest version.
Navigate to the file location where the updated version is located.
Update a document and describe the changes (optional) when uploading the new version.
Enter the document name to be searched and initiate the search.
Access the file selection feature.And Browse and select specific files from the Files (document repository).
Retrieve selected files from the repository.
Select the "Public Link" option for a document. And a unique, secure, and shareable link is generated for the selected documen
Select the "Share" option for a document. And a unique, secure, and shareable link is generated for the selected document.
Specify a specific date and time for the link's expiration.
Disable the expiration date option.
When Enable the expiration date option, that specific date and time for the link's expiration.
When enable the password option. a user can set a password for confidentiality and data security.
Disable the password option.
Set a password for confidentiality and data security for a particular file
Choose specific individuals, teams, or groups to share the generated links.
Go to the hospital object and user can Upload multiple files to the hospital.
Go to the contact object and user can Upload multiple files to the contact.
Go to the lead object and user can Upload multiple files to the lead.
Go to the opportunity object and user can Upload multiple files to the opportunity.
Go to the order object and user can Upload multiple files to the order.
Go to the quote object and user can Upload multiple files to the quote.
Go to the Pro-Forma object and user can Upload multiple files to the Pro-Forma.
Go to the Invoice object and user can Upload multiple files to the Invoice.
User can Choose a specific team member/user as the filter criterion.
User can Choose a specific file category (e.g., Hospital, Lead, Opportunity) as the filter criterion.
User can specify a specific ID (e.g., Hospital ID, Patient ID) for filtering.

User can Observe the presence of the company logo.

User can try to add a new username.
Set a new password, ensuring it meets strong password requirements.

1. Create a hospital record (Hospital, Apheresis Centre, Infusion Centre) detail in CellTrack. 2. Send it to SAP.
1. Create physician details in CellTrack. 2. Send them to SAP.
1. Create blood bank details in CellTrack. 2. Send them to SAP.
1. Create purchase department details in CellTrack. 2. Send them to SAP.
1. Create staff nurse details in CellTrack. 2. Send them to SAP.
1. Create finance team member details in CellTrack. 2. Send them to SAP.
1. Create admin details in CellTrack. 2. Send them to SAP.
The user wants to send Lead details created in CellTrack to SAP for storage in the Sub-Customer Master.

The user wants to send Opportunity details created in CellTrack to SAP for storage in the Sub-Customer Master.

The user wants to send Patient details created in CellTrack to SAP for storage in the Sub-Customer Master.
The Pro-forma invoice includes all the relevant information such as Pro-forma invoice, patient, hospital, and product details.
Email notifications is sent to Commercial team
Pro-forma invoice is created in CellTrack and The patient details are automatically updated from lead details.
The patient details are automatically updated in SAP from lead details.
Pro-forma invoice data is transferred seamlessly to SAP.
Sales order is created in SAP based on the reference number of Pro-forma. and locked in SAP
The feature can only be accessed by authorized users with the necessary permissions. The email should contain all the require
transaction object.
Commercial Ops checks the bank email and CSV sent by the bank to determine if payment is received. If payment is received,
status should be updated as "Processed." If payment is not received, the transaction status should be updated as "Failed."
Commercial Ops receives an email from the bank indicating that the payment has failed. The system should be able to update
Status in the 'Patient' object as "Failed."
Finance team members have access to a dedicated section or interface within the system to gather information regarding intim
The system should display a list of transactions that have been intimated for payment with respect to a particular customer virtu
allowing the finance team to easily identify them.
The system is configured to receive and automatically process emails from the bank. Bank emails should contain a CSV file att
system should detect and retrieve the attached CSV file from the bank's email. The CSV file should be parsed to extract transa
as Posting date, Account No (Virtual Acc), Client code, Client name, Reference No., Amount, Remitter Account, Remitter Name
Remitter IFSC.
The authorized user has access to a dedicated section or interface for viewing new transaction records. The system should allo
necessary details specific to the selected transaction type.
Authorized users have the ability to associate transaction records with patients based on their Virtual Account Numbers (VANs)
transaction records should be added to the patient's record page.
Finance team members can record and track the amounts received from invoice payments. The system should automatically tr
calculate the balance amount from the received amount of the invoice under the patient object.
The invoice amount is automatically populated in the Patient object from the Pro-forma object. Commercial Ops can acknowled
amount to be received from the customer
The system checks if the balance amount for a transaction becomes "0" in the patient record. If the balance amount becomes "
should automatically update the payment status to "Full" in the Patient Record.
The system checks if the balance amount for a transaction is not "0" in the patient record. If the balance amount is not "0," the s
automatically update the payment status to "Partial" in the Patient Record
The system checks if the balance amount in the Patient Record is not "0" in the patient record. If the balance amount is not "0,"
automatically update the transaction status to "Processed."
A member of the finance team confirms the receipt of payment by the hospital/patient.
A confirmation from the finance team about payment receipt is received by Commercial Ops.
The user, who is a Commercial Ops, opens the patient's record and updates the slot status to "Reservation Cancelled" after co
payment is not received.
If the slot reservation is cancelled, the system should have the provision to automatically make that slot available for other patie
1. Immuneel system confirms full payment received. 2. Sales order is released from SAP
Payment Receipt automatically received and stored in Celltrack from SAP and is associated with Patient record along with deta
Commercial Ops updates the Slot Status for a patient as "Slot Booked."
Payment receipt will be sent automatically to the hospital once slot is booked upon payment receipt from SAP to Celltrack
1. Sales order is released in SAP. 2. SAP triggers the generation of an invoice for the hospital purchase.
1. Invoice details are generated in SAP. 2. Invoice details are transferred to CellTrack.
1. Commercial Ops initiates the sending of an invoice via email. 2. Invoice is sent to the hospital email address.

Authorised Users can access and edit all the fields related to the Hospital Object.
The Admin can grant access to other users to view and update the Hospital Object in their assigned region.
CDMA members can access the following fields of existing hospital records.
The Super Admin can access and edit following fields of existing hospital records.
Authorised users can access and edit all the fields of existing Apheresis Centre records.
Admin can grant access to other users to view and update Apheresis Centre Object.
CDMA members can access all fields of existing Apheresis Centre records.
The Super Admin can access and edit all fields of existing Apheresis Centre records.
Authorised users can access and edit all fields of existing Infusion Centre records.
Admin can grant access to other users to view and update Infusion Centre Object.
CDMA members can access all fields of existing Infusion Centre records.
The Super Admin can access and edit all fields of existing Infusion Centre records.
Authorised users can access and edit all Physician fields in the Contact Object.
Admin can grant access to other users to view and update Physician details in the Contact Object.
CDMA members can access and view all Physician fields in the Contact Object.
The Super Admin can access and edit all Physician fields in the Contact Object.
Authorised users can access and edit all Blood Bank Team fields in the Contact Object.
Admin can grant access to other users to view and update Blood Bank Team details in the Contact Object.
CDMA members can access and view all Blood Bank Team fields in the Contact Object.
Super Admin can access and edit all Blood Bank Team fields in the Contact Object.
Authorised users can access and edit all Purchase Department fields in the Contact Object.

Admin can grant access to other users to view and update Purchase Department details in the Contact Object.
CDMA members can access and view all Purchase Department fields in the Contact Object.
Super Admin can access and edit all Purchase Department fields in the Contact Object.

Authorised users can access and edit all fields related to Finance in the Contact Object.

Admin can grant access to other users to view and update Finance Team Member details in the Contact Object.
CDMA members can access and view all fields related to Finance in the Contact Object.
Super Admin can access and edit all fields related to Finance in the Contact Object.
Authorised users can access and edit all fields related to Admin in the Contact Object.
Admin can grant access to other users to view and update Admin Team Member details in the Contact Object.
CDMA members can access and view all fields related to Admin in the Contact Object.
Super Admin can access and edit all fields related to Admin in the Contact Object.
Authorised users can access and edit all the following fields related to the Lead Object.
Hospital No., Lead Owner, Name, Indication, gender, date of birth, age, Weight, Hospital, Physician, Product, Territory, Mobile,
Number, Email, Aadhar Number (Encrypted), PAN Number (Patient), Hospital Country, Disease Sub type, Patient Address, Lea
Not contacted, 2. Working Contacted, 3. Closed Converted, 4. Closed - Not converted), Commercial Approval (Yes, No, Maybe
same as hospital, Apheresis centre, Infusion centre same as hospital, Infusion Centre
Authorised users can access and view relevant fields in the Lead Object.
Patient ID, CDMA Approval (Yes, No, Maybe), Hospital Billing Address, Hospital Shipping Address, Apheresis Centre Billing Ad
Centre Shipping Address, Infusion Centre Billing Address, Infusion Centre Shipping Address and System Information.
Admin should be able to grant access to other users to view and update Lead records.
CDMA team members can access and view following fields related to the Lead Object.
Hospital No., Lead Owner, Name, Indication, gender, date of birth, age, Weight, Hospital, Physician, Product, Territory, Mobile,
Number, Email, Aadhar Number (Encrypted), PAN Number (Patient), Hospital Country, Disease Sub type, Patient Address, Lea
Not contacted, 2. Working Contacted, 3. Closed Converted, 4. Closed - Not converted), Commercial Approval (Yes, No, Maybe
same as hospital, Apheresis centre, Infusion centre same as hospital, Infusion Centre
CDMA team members should be able to edit the CDMA Approval field when necessary.
Finance team members can access and view all fields related to the Lead Object.
Super admin team members can access and edit all the following fields related to the Lead Object.
Hospital No., Lead Owner, Name, Indication, gender, date of birth, age, Weight, Hospital, Physician, Product, Territory, Mobile,
Number, Email, Aadhar Number (Encrypted), PAN Number (Patient), Hospital Country, Disease Sub type, Patient Address, Lea
Not contacted, 2. Working Contacted, 3. Closed Converted, 4. Closed - Not converted), Commercial Approval (Yes, No, Maybe
same as hospital, Apheresis centre, Infusion centre same as hospital, Infusion Centre
Super admin members can access and view relevant fields in the Lead Object.
Patient ID, CDMA Approval (Yes, No, Maybe), Commercial Approval (Yes, No, Maybe) and System Information
Authorised users should be able to access and edit all the below fields related to the Opportunity Object.
Slot Date, Slot Status (1. Available, 2. Reservation requested, 3. Reservation cancelled, 4. Booked), Opportunity Stages (1. Pro
Manufacturing reservation, 3. Payment pending 4. closed won/loss) and Expected Closure Date

Authorised users should be able to access and view all fields related to the Opportunity Object.
Patient ID, Hospital No., Name, Indication, gender, date of birth, age, Weight, Hospital, Physician, Product, Slot Date, Mobile, A
Number, Email, Aadhar Number (Encrypted), PAN Number (Patient), Hospital Country, Disease Subtype, Patient Address, Billi
Shipping Address, Apheresis centre same as hospital, Apheresis centre, Apheresis Centre Billing address, Apheresis Centre S
Infusion centre same as hospital, Infusion Centre, Infusion Centre Billing address, Infusion Centre Shipping Address and Syste
Admin members should be able to grant access to other users to view and update Opportunities based on user-based authority
CDMA team members should be able to access and view all fields related to the Opportunity Object.
Super admin team members should be able to access and edit all the below fields related to the Opportunity Object.
Slot Date, Slot Status (1. Available, 2. Reservation requested, 3. Reservation cancelled, 4. Booked), Opportunity Stages (1. Pro
Manufacturing reservation, 3. Payment pending 4. closed won/loss) and Expected Closure Date

Super admin team members should be able to access and view all the below fields related to the Opportunity Object.
Patient ID, Hospital No., Name, Indication, gender, date of birth, age, Weight, Hospital, Physician, Product, Slot Date, Mobile, A
Number, Email, Aadhar Number (Encrypted), PAN Number (Patient), Hospital Country, Disease Subtype, Patient Address, Billi
Shipping Address, Apheresis centre same as hospital, Apheresis centre, Apheresis Centre Billing address, Apheresis Centre S
Infusion centre same as hospital, Infusion Centre, Infusion Centre Billing address, Infusion Centre Shipping Address and Syste

Authorised users should be able to access and edit all the below fields related to the Territory Object.
Territory Name, Territory ID (01 – North zone, 02 – West zone, 03 – South zone
04 – East zone), Parent Territory, Operating Hours, Address, Active, Territory Goal
Authorised users should be able to access and view the System Information field of the Territory Object.
CDMA team members should be able to access and view all fields related to the Territory Object.
Admin members should be able to grant access to other users to view and update territory records.
Super admin team members should be able to access and edit all the below fields related to the Territory Object.
Territory Name, Territory ID (01 – North zone, 02 – West zone, 03 – South zone
04 – East zone), Parent Territory, Operating Hours, Address, Active, Territory Goal
Super admin team members should be able to access and view the System Information field of the Territory Object.
Authorised User Can update the Slot Status, Active, and Deactivation Reason fields for an existing patient.
Authorised User Can update view various patient fields such as Patient ID, Name, Age, Billing Address, etc.
Admin grants access to other users for the Patient Object.
Finance Team Member can update Active, Deactivation Reason, and Transaction Status for an existing patient.
Finance Team Member can view various patient fields such as Patient ID, Name, Age, Billing Address, etc.
1. Super Admin Can update the Slot Status, Active, Deactivation Reason fields for an existing patient. 2. Super Admin can to ed
Status and Payment Status.
Super Admin can view various patient fields such as Patient ID, Name, Age, Billing Address, etc.
Authorised User Can update the Order Date and Status fields for an existing order.
Authorised User can view various order fields such as Patient ID, Name, Order Date, and Status.
CDMA can view various order fields such as Patient ID, Name, Order Date, and Status.
Admin attempts to grant access to an authorized user to view and update order objects in their assigned region.
Super Admin attempts to update the Order Date and Status fields for an existing order.
Super Admin attempts to view various order fields such as Patient ID, Name, Order Date, and Status.
Authorised User attempts to update the Shipping and Handling Charges, Expiration Date, and Quote Status for an existing quo
Authorised User attempts to view various fields such as Quote Number, Opportunity Name, Product, Quantity, and System Info
1. CDMA Team attempts to view various fields, including Quote Number, Opportunity Name, Expiration Date, Quote Status, Pro
System Information for a quote.
Admin attempts to grant access for another user to view and update quote objects.
Super admin attempts to edit various fields, including Shipping and Handling Charges, Expiration Date, and Quote Status for a
Super admin attempts to view various fields, including Quote Number, Opportunity Name, Product, Quantity, and System Inform
Authorised user attempts to view various fields, including Pro-forma Invoice Number, Patient Name, Product Code, and System
Pro-forma Invoice.
1. Authorised user attempts to edit various fields, including Pro-forma Invoice Date, GSTIN/UIN, and PO Order reference and d
Invoice.
CDMA attempts to view various fields, including Pro-forma Invoice Number, Beneficiary Name, and Grand Total for a Pro-forma
1. Admin attempts to grant access to other users to view Pro-forma Invoice records.
Super admin attempts to view various fields, including Patient Name, Customer GST, and Shipping and Handling Charges for a
Super admin attempts to edit various fields, including GSTIN/UIN, PO Order reference, and Grand Total for a Pro-forma Invoice
Authorised user attempts to view various fields, including Invoice Number, Patient Name, Product Code, and Document Type fo
CDMA attempts to view various fields, including Invoice Date, Customer GST, and Total Price for an Invoice.
Super Admin attempts to view various fields, including Patient Name, Delivery Date, and CGST for an Invoice.
CDMA team member attempts to access files uploaded under the CDMA folder, object-wise.
1. Authorised users team member attempts to access files uploaded under the Authorised Users folder, object-wise.
Finance team member attempts to access files uploaded under the Finance folder, object-wise.
All team members attempt to access files uploaded under the General folder, object-wise.
1. Super admin team member attempts to access files uploaded under the Super Admin folder, object-wise.
Authorised users team member attempts to access the Transaction Object.
CDMA team member attempts to access the Transaction Object.
Admin member attempts to grant access to other users to view Transaction Object fields.
Super Admin team member attempts to access the Transaction Object.
1. Admin member attempts to grant access to other users to view Company Object fields.
Super Admin team member attempts to access the Company Object.
Authorised users team member attempts to access the Price Object fields.
Admin member attempts to grant access to Authorised users for Price Object fields.
CDMA team member attempts to access the Price Object fields.
Super Admin team member attempts to access the Price Object fields.
Super Admin team member attempts to access the Price Object fields.
Authorised user attempts to access the Product Object fields.
CDMA team member attempts to access the Product Object fields.
Super Admin team member attempts to access the Product Object fields.
Admin member attempts to grant access to Authorised users for Product Object fields.

1. Authorised user opens a lead record. 2. Checks for the "Lead Status" field.
1. Upon both the CDMA and Commercial Approval Lead Stage gets converted to "Closed Converted"
2. Upon any of the rejection amongst CDMA and Commercial, Lead Stage gets converted to "Closed - Not Converted"
3. For any of the CDMA and Commercial Approval being in Maybe state, then Lead stays in "Working Contacted"
1. Commercial Ops opens an opportunity record in the Prospecting stage. 2. Changes the stage to Manufacturing Reservation
1. Commercial Ops opens an opportunity record in the Prospecting stage. 2. Changes the stage to Waitlisted if slot not availabl
1. Commercial Ops opens an opportunity record in the Closed Won or Closed Lost stage.
1. Commercial Ops creates a new quote in the "Draft" stage. 2. Clicks the "Submit for Approval" button.
1. RCTAS Lead opens a quote in the "1st Stage Approval" stage. 2. Clicks the "Accept" button and add comment if required
1. RCTAS Lead opens a quote in the "1st Stage Approval" stage. 2. Clicks the "Reject" button and add comment if required
1. Commercial Head/Marketing Lead opens a quote in the "2nd Stage Approval" stage. 2. Clicks the "Accept" button and add c

1. Commercial Head/Marketing Lead opens a quote in the "2nd Stage Approval" stage. 2. Clicks the "Reject" button and add co
1. Authorised User opens a quote in the "Approved" stage and its approved

CDMA team member receives the notification upon lead creation with basic details as
“Congratulations! A new Lead has been created. Click to view more details.”
Commercial team receives the notification upon lead creation with basic details as
“Congratulations! A new Lead has been created. Click to view more details.”
Commercial Team members receive the notification upon CDMA approval for the Lead as
" Congratulations! A Lead is Approved. Click to view more details”
All team members receive the notification upon lead to opportunity conversion as
"Congratulations! A Lead has been approved by Commercial team and it is converted into an Opportunity. Click to view more d
All team members receive the notification upon opporunity to order conversion as
“Congratulations! An Opportunity is converted into an Order. Click to view more details.”
Commercial Team members receive the notification upon order to quote conversion
“Congratulations! An Order is converted into a Quote. Click to view more details”.
A 1st step quote approval request notification is sent to the Regional Cell Therapy Account Specialist as
"You have received a quote approval request. Click to view more details."
A 2nd step quote approval request notification is sent to the Commercial Head/Marketing Lead.
"You have received a quote approval request. Click to view more details."
1. A quote is entirely approved, notification is received as
"Congratulations! Quote is Approved. Click to view more details."
2. A quote is rejected, notification is received as
"Quote is Rejected. Click to view more details."
A Pro-forma invoice is generated, notification is received to Commercial team as
“Pro-forma is generated. Click to view more details.”
The payment status in 'Patient' is updated as "Full" then Finance team receives the notification as "Payment is received. Click t
and confirm whether full payment is received."

Users select "All Hospitals" from the List View and see a list of all available hospitals (Hospitals, Apheresis Centres, Infusion Ce
Users select "All Apheresis Centres" from the List View and see a list of all apheresis centres.
Users select "All Infusion Centres" from the List View and see a list of all infusion centres.
Users select "Hospitals" from the List View and see a list of all hospitals
Users select "Recently Viewed" from the List View and see a list of hospitals they have recently viewed.
Users can click on column headers to sort the list based on specific column values of Hospitials
Users can perform a quick search within the List View to find specific hospital items.
Users can access a dropdown or menu that provides filtering options for viewing hospitals.
Users select "All Contacts" and can view Contact objects listed with different criteria, such as Name, Contact Record type, Hosp
Email, and Created date.
Users select "Admin Team Members" and can view Contact objects listed with details such as Name, Hospital Name, Mobile, E
date.
Users select "Blood Bank Team Members" and can view Contact objects listed with details such as Name, Hospital Name, Mob
Created date.
Users select "All Physician" and can view Contact objects listed with details such as Name, Hospital Name, Mobile, Email, and
Users select "Purchase Department Team Members" and can view Contact objects listed with details such as Name, Hospital N
and Created date.
Users select "All Staff / Nurses" and can view Contact objects listed with details such as Name, Hospital Name, Mobile, Email,
Users select "Finance Team Members" and can view Contact objects listed with details such as Name, Hospital Name, Mobile,
date.
Users select "New This Week" and can view Contact objects added in the current week, listed with details such as Name, Hosp
Email, and Created date.
Users select "Recently Viewed" and can view Contact objects recently viewed, listed with details such as Name, Hospital Name
Created date.
Users select "All Leads" and can view Lead objects listed with different criteria, such as Name, Mobile, Email, Lead Status, Cre
Hospital.
Users select "All Open Leads" and can view Lead objects listed with details such as Name, Mobile, Email, Lead Status, Aphere
Hospital, Created Date, and Hospital.
Users select "My Unread Leads" and can view Lead objects listed with details such as Name, Mobile, Email, Lead Status, Aphe
as Hospital, Created Date, and Hospital.
Users select "Leads with different Apheresis Centre" and can view Lead objects listed with details such as Name, Mobile, Emai
Created Date, and Hospital.
Users select "Leads with different Infusion Centre" and can view Lead objects listed with details such as Name, Mobile, Email, L
Created Date, and Hospital.
Users select "Recently Viewed Leads" and can view Lead objects recently viewed, listed with details such as Name, Mobile, Em
Apheresis Centre same as Hospital, Created Date, and Hospital.
Users select "Today’s Leads" and can view Lead objects scheduled for today, listed with details such as Name, Mobile, Email,
Apheresis Centre same as Hospital, Created Date, and Hospital.
Users select "VIP Leads" and can view Lead objects with VIP status, listed with details such as Name, Mobile, Email, Lead Sta
Centre same as Hospital, Created Date, and Hospital.
Users can click on column headers to sort the list based on specific column values of Leads
Users can perform a quick search within the List View to find specific lead items.
Users can access a dropdown or menu that provides filtering options for viewing leads.
Users select "My Opportunity" and can view Opportunity objects listed with details such as Opportunity Name, Hospital Name, S
Closure date, Created date.
Users select "Closing this week" and can view Opportunity objects scheduled to close this week, listed with details such as Opp
Hospital Name, Stage, Exposure Closure date, Created date.
Users select "Closing next week" and can view Opportunity objects scheduled to close next week, listed with details such as Op
Hospital Name, Stage, Exposure Closure date, Created date.
Users select "New this week" and can view newly created Opportunity objects for this week, listed with details such as Opportu
Name, Stage, Exposure Closure date, Created date.
Users select "New Last week" and can view newly created Opportunity objects from the last week, listed with details such as O
Hospital Name, Stage, Exposure Closure date, Created date.
Users select "Recently Viewed" and can view Opportunity objects recently viewed, listed with details such as Opportunity Name
Stage, Exposure Closure date, Created date.
Users access the dropdown or menu that provides filtering options for viewing Opportunity objects and apply filters (e.g., "All Op
Opportunities").
Users can click on column headers to sort the list based on specific column values of Opportunitieis
Access the "All Orders" list view and verify that it displays the details of each order, including Name, Order Number, Status, Cre
Hospital, without the need to open individual orders.
Access the "Recently Viewed Orders" list view and confirm that it shows the same order details as in the "All Orders" list view, a
quickly review recently viewed orders.
Sort the List View based on various columns such as Name, Order Number, Status, Created Date, and Hospital. Verify that the
sorted in ascending and descending order according to the chosen column.
Apply filters to the List View to view a subset of orders based on specific criteria, such as a particular status. Confirm that the Li
to display only the filtered orders, providing users with the desired subset of information.
Access the "All Quotes" list view and verify that it displays the details of each quote, including Name, Quote Number, Status, an
the need to open individual quotes.
Access the "Recently Viewed Quotes" list view and confirm that it shows the same quote details as in the "All Quotes" list view,
quickly review recently viewed quotes.
Sort the List View based on various columns such as Name, Quote Number, Status and Hospital. Verify that the list is correctly
and descending order according to the chosen column.
Apply filters to the List View to view a subset of quotes based on specific criteria, such as a particular status. Confirm that the L
to display only the filtered quotes, providing users with the desired subset of information.
Access the "All Pro-Forma Invoices" list view and verify that it displays the details of each Pro-Forma Invoice object such as Pa
forma Invoice number, Hospital Name and Created date allowing users to view Pro-Forma Invoices based on their criteria.
Access the "Recently Viewed Pro-Forma Invoices" list view and confirm that it shows the same Pro-Forma Invoice details such
Pro-forma Invoice number, Hospital Name and Created date in the "All Pro-Forma Invoices" list view, allowing users to quickly r
viewed Pro-Forma Invoices.
Sort the List View based on various columns such as Patient Name, Pro-Forma Invoice Number, Hospital Name, and Created D
list is correctly sorted in ascending and descending order according to the chosen column.
Apply filters to the List View to view a subset of Pro-Forma Invoices based on specific criteria, such as a particular status or hos
the List View is updated to display only the filtered Pro-Forma Invoices, providing users with the desired subset of information.
Access the "All Patients" list view and verify that it displays the Patient objects based on different criteria, including "All Patients
Viewed," allowing users to view Patients as per their need and requirement.
Sort the List View based on various columns such as Patient Name, Patient ID, Active status, and Created Date. Verify that the
sorted in ascending and descending order according to the chosen column.
Open the dropdown or menu that provides filtering options for viewing Patients. Ensure that users can easily access and apply
down the list of Patients based on specific criteria, such as active status or date.
Access the "All Territories" list view and verify that it displays the details of each Territory, including Territory Name and Active s
need to open individual Territories.
Access the "Recently Viewed Territories" list view and verify that it displays the details of each Territory, including Territory Nam
without the need to open individual Territories of the Recently viewed territories.
Sort the List View based on specific columns, such as Territory Name and Active status. Verify that the list is correctly sorted in
descending order according to the chosen column.
Open the dropdown or menu that provides filtering options for viewing Territories. Ensure that users can easily access and app
down the list of Territories based on specific criteria, such as active status or other attributes.
Access the "All Invoices" list view and verify that it displays the Invoices objects based on different criteria, including "All Invoice
Viewed," allowing users to view Invoices as per their need and requirement.
Sort the List View based on specific columns, such as Patient Name, Invoice No., and Created Date. Verify that the list is corre
ascending and descending order according to the chosen column.
Utilize the quick search feature within the List View to find specific items related to the Invoices object. Confirm that the search
accurately identifies and displays matching items within the List View.
Open the dropdown or menu that provides filtering options for viewing Invoices. Ensure that users can easily access and apply
down the list of Invoices based on specific criteria, such as invoice status or date.
Access the "All Products" list view and verify that it displays the Product objects based on different criteria, including "All Produc
Viewed," allowing users to view Products as per their need and requirement.
Sort the List View based on specific columns, such as Product Name and Product Code. Verify that the list is correctly sorted in
descending order according to the chosen column.
Utilize the quick search feature within the List View to find specific items related to the Product object. Confirm that the search f
accurately identifies and displays matching items within the List View.
Open the dropdown or menu that provides filtering options for viewing Products. Ensure that users can easily access and apply
down the list of Products based on specific criteria, such as product type or category.
Access the various list views for Files, including "Owned by Me," "Shared with Me," "Recent," "Following," and "Libraries." Verify
displays the details of Files, including Title, Category, ID, Name, Owner, and Last Modified Date, without the need to open indiv
Use the customization feature to select and deselect columns in the List View based on their preferences. Confirm that the cha
and users can tailor the displayed information to their needs.
Sort the List View based on various columns such as Title, Category, ID, Name, Owner, and Last Modified Date. Verify that the
sorted in ascending and descending order according to the chosen column.
Open the dropdown or menu that provides filtering options for viewing Files. Ensure that users can easily access and apply filte
the list of Files based on specific criteria, such as file category or ownership.
Access the "All Prices" list view and verify that it displays the Price objects based on different criteria, including "All Prices" and
allowing users to view Prices as per their need and requirement.
Sort the List View based on specific columns, such as Price Name, product, and created date. Verify that the list is correctly sor
and descending order according to the chosen column.
Utilize the quick search feature within the List View to find specific items related to the Price object. Confirm that the search fun
identifies and displays matching items within the List View.
Open the dropdown or menu that provides filtering options for viewing Prices. Ensure that users can easily access and apply fil
the list of Prices based on specific criteria, such as product or date.
Access the "All Transactions" list view and verify that it displays the Transaction objects based on different criteria, including "A
"Recently Viewed," allowing users to view Transactions as per their need and requirement.
Sort the List View based on specific columns, such as Transaction ID, Client Name, and Created Date. Verify that the list is cor
ascending and descending order according to the chosen column.
Open the dropdown or menu that provides filtering options for viewing Transactions. Ensure that users can easily access and a
down the list of Transactions based on specific criteria, such as transaction type or date.
Access the "All Company" list view and verify that it displays the Company objects based on different criteria, including "All Com
"Recently Viewed," allowing users to view Companies as per their need and requirement.
Sort the List View based on specific columns, such as Company Name and Created Date. Verify that the list is correctly sorted
descending order according to the chosen column.
Open the dropdown or menu that provides filtering options for viewing Companies. Ensure that users can easily access and ap
down the list of Companies based on specific criteria, such as industry or creation date.

Monitor the dashboard and confirm that it updates in real-time or at regular intervals to reflect the most current data. Ensure tha
is up-to-date and accurately represents the lead-to-opportunity conversion rate.

Ensure that the dashboard provides a visual representation of lead data associated with each Hospital, allowing users to view r

Ensure that the dashboard provides a visual representation of lead data specific to each defined territory, allowing users to view
The dashboard displays the total number of leads in each stage as counts.
Stages: 1. Open - Not contacted 2. Working Contacted 3. Closed Converted 4. Closed - Not converted
The dashboard displays the total number of opportunities in each stage as counts.
Stages: "Prospecting," "Manufacturing reservation," "Waitlisted," "Closed Won/Closed Lost.

The report reflects real-time data, ensuring that any changes or updates to open tasks and activities are included.
Users can select and generate a report specifically for open tasks and activities.
Users can view a list of active patients on the dashboard.
Users can view a list of VIP leads on the dashboard.
The report should include leads that have been marked as "Closed-Won" within the specified month.
The report should include opportunities that have been marked as "Closed-Won" within the specified month.
The report displays accurate and up-to-date performance metrics based on the orders received by the company.

Users can navigate to the dedicated dashboard that provides insights into opportunities based on geographical territories, enab
manage opportunities effectively.
Users can navigate to the dedicated dashboard that provides insights into quotes based on geographical territories, enabling th
quotes effectively.
Users can navigate to the dedicated dashboard that provides insights into Pro-forma based on geographical territories, enabling
Pro-forma effectively.
Users can navigate to the dedicated dashboard that provides insights into Invoices based on geographical territories, enabling
Invoices effectively.
Users can view a list of leads that are connected to "RCTAS" owner, allowing them to efficiently follow up on potential leads bas
and track RCTAS performance

Users can view a list of opportunities that are connected to "RCTAS" records, allowing them to efficiently follow up on potential
on the records and track RCTAS performance

Users can view a list of quotes that are connected to "RCTAS" records, allowing them to efficiently follow up on potential quotes
records and track RCTAS performance

Users can view a list of pro-formas that are connected to "RCTAS" records, allowing them to efficiently follow up on potential pr
the records and track RCTAS performance

Users can view a list of opportunities that are connected to "Hospital" records, allowing them to efficiently follow up on potential
on the records.

Users can view a list of Pro-forma documents that are connected to "Hospital" records, allowing them to efficiently follow up on
information based on the records.

Users can view a list of quotes that are connected to "Hospital" records, enabling them to efficiently follow up on potential patien
records.
Check the report to ensure that it provides a comprehensive view of leads grouped by states. Users should be able to see the l
with each state clearly and efficiently.
Check the report to ensure that it provides a comprehensive view of opportunities grouped by states. Users should be able to s
associated with each state clearly and efficiently.
Check the report to ensure that it provides a comprehensive view of quotes grouped by states. Users should be able to see the
with each state clearly and efficiently.
Check the report to ensure that it provides a comprehensive view of Pro-forma invoices grouped by states. Users should be ab
forma invoices associated with each state clearly and efficiently.
Check the report to ensure that it provides a comprehensive view of invoices grouped by states. Users should be able to see th
associated with each state clearly and efficiently.
Check the reports to ensure that they provide a comprehensive view of outstanding payments. Users should be able to see out
clearly and efficiently based on payment status of patients
Check the report to ensure that it provides a clear view of manufacturing slot availability. Users should be able to see available
details.
 The user wants to retrieve product details from the SAP product master.
The user wants to retrieve pricing details from the SAP price master.
The user wants to retrieve unit price details from the SAP product master.
The user wants the Product object to receive details from the Price object in Celltrack, allowing efficient management and utiliza
discount information.
The user wants the Quote object to receive details from the Price object in Celltrack, enabling accurate calculation and provisio
customers, considering pricing and tax information.
The user wants the Quote object to receive both Product and Discount details from the Product object in Celltrack, ensuring rea
generation.
The user wants the Pro-Forma object to receive Program details from the Product object in Celltrack for accurate creation of Pr
documents.
The user wants to create a parent-child relation between the Product and Price objects to effectively manage and track pricing
products.
Confirm that all the below mentioned fields in the Transaction object is populated with the correct information corresponding to
attached in the bank transaction email.
a. Posting Date
b. Virtual Account Number (16 digits)
c. Client Code
d. Client Name
e. Reference Number
f. Amount
g. Remitter Account
h. Remitter Name
i. Remitter Bank
j. Remitter IFSC

The user wants to create four different types of PDFs within the Quote object, including PDFs with and without discount fields a
shipping and handling charges.
The user wants the ability to automatically receive payment receipt PDFs in CellTrack within the respective patient records.
The user wants to generate PDFs within the Pro-Forma object based on specific requirements, including the ability to print Pro-
The user wants to fetch PDFs within the Invoice object from SAP based on specific requirements.

The admin can successfully create a new user with accurate information, roles, and permissions.
While creating the user, Admin should be able to select the required profile

Admin can manage the recepients for the email alerts based on users/groups/roles as per the requirement

The admin can assign 1st stage of quote approval to user RCTAS Lead

The admin can assign 1st stage of quote approval to user Marketing Lead and Commercial Head

fication and Emails alerts)

The notification message should include the text: " A Lead is Rejected. Click to view more details”
Notification received with message: "Congratulations! A new Hospital has been created. Click to view more details."
Notification received with message: "Congratulations! A new Apheresis Centre has been created. Click to view more details."

Notification received with message: "Congratulations! A new Infusion Centre has been created. Click to view more details."

Notification received with message: "Congratulations! A new Physician Contacts has been created. Click to view more details."

Notification received with message: "Congratulations! A new Admin Contacts has been created. Click to view more details."

Order confirmation email sent to Commercial Team upon order conversion to quote.

Order confirmation email sent to Commercial Team after 1st quote approval by RCTAS lead.

Order confirmation email sent to Commercial Team after 2nd quote approval by Commercial Head/Marketing Lead.

Email notification sent to Commercial Team and Finance upon Pro-forma Invoice generation.

Email sent to CDMA and Commercial Team after Hospital creation.

Email sent to CDMA and Commercial Team after Apheresis Centre creation.

Email sent to CDMA and Commercial Team after Infusion Centre creation.

Email sent to CDMA and Commercial Team after Physician Contacts creation.

Email sent to CDMA and Commercial Team after Admin Contacts creation.

CellTrack login page should load successfully

Login should be successful, granting system access
Login should be successful, granting system access

Home page loads successfully with customizable components

Task updates for the current day are displayed
Assistants are visible and accessible on the home page

Use Quick Find or locate "Users" under "Company Settings" from Setup
Click on "Users" or "New User"

Fill mandatory fields (First Name, Last Name, Email, etc.) 2. Select a profile for the user from available options 3. Configure add
permissions

Set or manually assign the password for the new user

Click "Save" to create the user

Use Quick Find or locate "Profiles" in the menu

Navigate to "Assigned Users," click "Edit"
Select users from the list and click "Add to Profile"
Click "Save" to confirm changes made to the profile

Navigate to the section for configuring email alerts

 Select users from Available recipients to Selected users
Add up to five external users for additional notifications
Click "Save" to confirm changes made for email alerts

Select "Custom Notification" from the available options

Choose "Flow" for setting up workflows/rules for notifications based on Lead creation or other specified events
Configure notification and email flows based on the changes made
Set up notification actions specifying message, recipient(s), type (email, in-app), and other relevant details
Customize the message content to include dynamic variables or record details
Ensure the configured flow is activated and operational
ollowed for Lead approval)
Locate and select "Manage approval processes for" option 2. Choose a specific object from the dropdown (e.g., Quote)
Click to add the first approval step 2. Assign an approver (user, role, or group) for the first step
Add a subsequent approval step 2. Assign a different approver for the second approval step

Navigate to the Public Groups section within the system

If the group doesn't exist, create a new group 2. Define the group's name, purpose, and settings 3. Choose users to be assigne
group
Utilize the system interface to assign users to the group
Click on the Save button to confirm group and user assignment
Actual Outcome Status

Not working as per BFRS Failed

Not working as per BFRS Failed

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Bug Comments (Immuneel) Bugs

1) UIN field not accessable to update

2) While GST number is not mandatory, GST Type is
showing as mandatory field. Also, it is never
discussed with us for incorporation.
3) GST number is made mandatory at the time of
saving.
4) PIN Code should have only 6 digits whereas it is
Not Started
allowing more than 6 digits.
5) While testing PIN Code with 10 digits and saved it,
it has deleted the entity. Screenshot pasted. Check
the link.
6) Description field shouldn't be mandatory.
7) After saving, it is showing as saved but not
showing in database.

1) GSTIN number again made mandatory field

2) It is CIN number. Not UIN number. Please correct
it.
Not Started
3) GSTIN and State Name doesn't have validation.
Ideally, if state name is not matching with state code
used in GSTIN, it should show error.

1) Website is not mandatory field.

2) Billing & shipping address synchronization not
working properly Not Started
3) Should have a provision to create Department &
Speciality Type

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1) Date of birth of contact accepted with future date.

Date validation must be in place.
2) Created the contact and got the message as saved Not Started
successfully but when checked in view it is showing
error. Screenshot pasted

1) Date of birth of contact accepted with future date.

Date validation must be in place.
2) Age shouldn't be less than 26 years for physican. Not Started
3) Affiliated physician is not mandatory field in Admin
contact.

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Goal period is not identifiable. Ex: 23-24 - Q1 /
Not Started
Month / FY

1) Lead Middle name is not mandatory

2) Product is only "Three character short name"
where is it is showing as 7 digit name with special Not Started
characters.
3) Lead creation email not delivered to the group

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1) Converted Lead to opportunity by approving

"Commercial Approval" but no email received for the
respected group
2) In the notification it is showing as lead has been
Not Started
converted to opportunity and also in the lead record it
has been updated as "Closed - Converted". But when
i opened the lead it is showing an error message like
"This lead not yet converted"

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Product short name field is missing. In Progress
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General Comments (Immuneel) General Comments (Futurecloud)

Stopping the UAT since the records are not

getting the saved. We have created at least 5
All bugs are resolved, you can test again
hospital records and none of them have been
saved in database.

Stopping the UAT since the records are not

Resolved the 1st and 2nd point.
getting the saved. We have created at least 5
3rd point is in progress.
hospital records and none of them have been
You can test the first 2 points
saved in database.

1) For the website you can put "NA" as discussed

in scrum but it is mandatory since it is going into
Stopping the UAT since the records are not SAP as well
getting the saved. We have created at least 5 2) Added a note to follow the steps to update the
hospital records and none of them have been address
saved in database. 3) It is there which can be done by admin as
discussed in scrum
All points resolved it can be tested again

1)For the Physician, age validation of 26 years is

in place. For other contacts, DOB field is not
there, hence age validation not to be
implemented (Confirmed with Immuneel) - You
can test now
2)Fixed the 2nd bug. You can test again.
1)For the Physician, age validation of 26 years is
implemented. For other contacts, DOB field is not
there, hence age validation not to be
implemented (Confirmed with Immuneel) - You
can test now
2) New requirement - Fixed you can test now
3) Fixed you can test now
New field will be added

1) Lead Middle Name is standard field, it will stay

mandatory and cannot be changed
2) Product is coming from SAP, whatever is there
in SAP as short name will come into CellTrack
3) WIP

WIP
Nirmal to test
TC001
TC005
Access Matrix

Objects Com-Head Mkt - Lead RCTAS - Lead Com-Ops

Hospital RW RW RW RW
Contact RW RW RW RW
Lead RW RW RW RW
Opportunity RW RW RW RW
Territory RW RW RW RW
Patient RW RW RW RW
Orders RW RW RW RW
Quote RW RW RW RW
Pro-forma Invoice RW RW RW RW
Transaction RO RO RO RO
Company NA NA NA NA
Invoice RO RO RO RO
Product RO RO RO RO
Price RW RW RW RW
RCTAS Finance CDMA Admin S.Admin RW
RW NA RO NA RW RO
RW NA RO NA RW NA
RW RO RW NA RW
RW NA RO NA RW
RW NA RO NA RW
RW RW RO NA RW
RW NA RO NA RW
RW NA RO NA RW
RW NA RO NA RW
RO NA RO NA RO
NA NA RO NA RW
RO NA RO NA RO
RO NA RO NA RO
RW NA RO NA RW
Read & Write
Read Only
No Access