Business Process Procedures - SAP Service …sapidp/... · Web viewThis section describes the underlying SAP backend process. It describes the source of the data for the app. In addition,

SAP NetWeaver Gateway 2.0

October 2014

English

SAP Fiori Apps for ERP – Insurance (MFC)

SAP SEDietmar-Hopp-Allee 1669190 WalldorfGermany

Test Script

SAP Best Practices SAP Fiori Apps for ERP – Insurance (MFC): Test Script

Icons

Icon Meaning

Caution

Note

Typographic Conventions

Icon Meaning

Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options.

Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.

<Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

© SAP SE PublicPage 2 of 27


Copyright

© 2014 SAP SE or an SAP affiliate company. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company.

SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. Please see http://global.sap.com/corporate-en/legal/copyright/index.epx#trademark for additional trademark information and notices.

Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors.

National product specifications may vary.

These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP SE or its affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP SE or SAP affiliate company products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation, and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platform directions and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions.


http://global.sap.com/corporate-en/legal/copyright/index.epx#trademark


Contents

1 Purpose................................................................................................................................................................................................................ 52 Prerequisites......................................................................................................................................................................................................... 53 Workload Management for Claims........................................................................................................................................................................ 6

3.1 Purpose......................................................................................................................................................................................................... 63.2 Process Overview Table................................................................................................................................................................................ 63.3 Testing the Process Steps in the SAP Fiori App............................................................................................................................................ 73.4 Testing the Process Steps in the Backend System..................................................................................................................................... 13

4 Workload Management for Tasks....................................................................................................................................................................... 184.1 Purpose....................................................................................................................................................................................................... 184.2 Process Overview Table.............................................................................................................................................................................. 184.3 Testing the Process Steps in the SAP Fiori App.......................................................................................................................................... 194.4 Testing the Process Steps in the Backend System..................................................................................................................................... 24



1 Purpose This document provides a detailed procedure for testing the scope item after solution deployment, reflecting the predefined scope of the solution. Each process step is covered in its own section, providing the system interactions (i.e. test steps) in a table view. The following SAP Fiori apps are described in this document:

SAP Fiori app Business Role

Workload Management for Claims Insurance Claims Supervisor

Workload Management for Tasks Insurance Claims Supervisor

2 Prerequisites Before using SAP Fiori applications, you must install the prerequisite building blocks. For more information, see the Reference Card for

the SAP Fiori apps rapid-deployment solution.

Users must be assigned to the predefined launch page role for your SAP Fiori application.For launching the home page, use the appropriate URL.

http://<Gatewayhost>:<port>/sap/bc/ui5_ui5/ui2/ushell/shells/abap/FioriLaunchpad.html



3 Workload Management for Claims 3.1 Purpose With the transactional app Workload Management for Claims you as the head of a claims department, can view the workload of your team members with regard to the assigned open claims.The app allows you to transfer one or multiple tasks from one employee to another within your own organizational unit or even in a different organizational unit. The app also shows the current availability of the employee.

3.2 Process Overview Table

Process Step Business Role Expected Results

Launch Workload Management Claims Supervisor The home page displayed the number of Team Claims and Team Tasks.

Check List of number Team Claims Claims Supervisor On the home page an overview list shows the number of open claims assigned to all employees in your own organizational unit.

Check List of Team Claims Claims Supervisor In the Claims Handler, for each employee, it is possible to see the number of open claims assigned to this employee and the detail of the open claims.

Check Details Of Open Claim Claims Supervisor In The Claim Handler all the details of each open claim, such as general information, subclaims or even task associated to the claim are shown.

Check Availability Employee Claims Supervisor In the overview list the employee availability is shown.




Transfer Item Claims Supervisor Transfer one or multiple clams from one employee to another.

3.3 Testing the Process Steps in the SAP Fiori AppThis section describes test procedures in the frontend for each process step that belongs to this scope item.

Test Step #

Test Step Name Instruction User Entries:Field Name: Value

Expected Result Pass / Fail / Comment

1 Add-on verification

Check the backend ERP system and determine if the required add-on is installed.

The add-on has been verified.

2 Log on to the Fiori System

Launch the Fiori system via the appropriate URL and log on with the appropriate user and password.

<Interaction_Field>Interaction_Value>

In the home page the number of the open Team Claims, assigned all employees in your own organizational unit are displayed.Team claims tile displays the team workload count.



Test Step #



3 Launch the SAP Team Claims

Check the number of open claims for each one employee.On the home page, choose Team Claims Tile.

The Team Claims page with all the employees and open Claims for the employee are displayed.

4 Open Claims for each employee

In the left side of the page choose the employee.

The item details are displayed on the main screen.In the head of page you can see the name of employee, number of open tasks, and Tasks and Availability options.

The detailed view shows all tasks of the employee with the most important claim data such as claim number, claim status, number of days that a claim has been open, and loss date.



Test Step #



5 Open Claim Details

Select the Claim you want to see additional information, by double clicking or choose the icon on the right side of the page, in the end of

the line.

View other claim data such as status, cause of loss, total claim expenditure, policyholder, product, line of business, and incident type.

6 Sub Claims Details

In the Claim Handler choose:1. Claim Subclaims

In the Claim screen, view the separate tab strips for the assigned Subclaims.In the tab Subclaims the detailed view shows data such as subclaim, claimant, status, and total incurred.

7 Sub Tasks Details

In the Claim Handler choose:

1. Claim Tasks

In the Claim screen, view the separate tab strips for the assigned Tasks.In the tab Tasks the detailed view shows data such as task



Test Step #



description, due date and actual claim handler.

8 Employee calendar

On the Claim Handlers page, choose Availability.

For each employee you can use a calender to view his or her availability.

9 Business card employee Data

In Claim Handler, select the employee's name.

A business card with important employee data such as telephone number and e-mail address appears.



Test Step #



10 Transfer one or multiple Claims

1. In the detail area of the page select one or multiple tasks and choose Transfer

The selected Claims were transferred to the selected employee.

The selected tasks should be re-assigned to the selected claim handler.



Test Step #



2. A dialog box Select Claim Handler is displayed of claim handlers to who the selected claims can be re-assigned to.

Choose the Employee Note: This list should not contain the claim handler from who the claims are re-assigned from.

3. A Transfer dialog box appears, with the number of transfer claims, and transferred from and to.

4. Choose OK or Cancel

.

11 Sort Claims 1. In the Claim Data, choose

icon 2. A sort by dialog appears

The Claims are displayed according to the select option.



Test Step #



3. Choose the sort mode4. Choose OK or Cancel

3.4 Testing the Process Steps in the Backend SystemThis section describes the underlying SAP backend process. It describes the source of the data for the app. In addition, it is a way to check if the app is properly connected by changing data in the SAP system and checking if these changes are subsequently displayed by the app.

Test Step #



1 Log on to the SAP ERP backend system

Log on to the SAP ERP backend system with the same user (manager role) and password that you used in the SAP Fiori application.

<Interaction_Field>: Interaction_Value>

2 Verify workload count for Open Claims

Access transaction S_KK4_08000349 (or via SAP Menu Claim Processing Claim Evaluations Worklist

1. Fill the Fields Period and Organizational Unit

2. Execute (F8)Hint:If you don´t know the Organizational Unit ID, in ICLRBPOM02 transaction verify organizational unit to which

<Period><Organizational Unit>

In the worklist, verify the Claim Handler ID and the Open Claims.



Test Step #



employees are associated: a. Find User

b. Verify the Organizational Assignment

3 Create Claim 1. Access transaction ICLCDC01 (or via SAP Menu Claim Processing Claim Processing Expert Mode Create

2. Fields must be filled out with the required

Contract<>Policy Product <>Date of Loss <>Date estimated - tick if exact date of loss is not known at time of notification

In the back-end system the success message with the ID claim is shown.

In the Front End Application (in the app) you can see that the Claim you create.



Test Step #



information 3. Choose Enter

4. Choose Save button

Incident Type <>

4 Change Claim 1. Access transaction ICLCDC02 (or via SAP Menu Claim Processing Claim Processing Expert Mode Change

2. Choose the ID Claim you want to modify and write the ID in Claim Number field

3. Choose Change button (F6)

4. Choose Save button

Claim Number <> The changes are subsequently displayed by the app.

5 Display Claim 1. Access transaction ICLCDC03 (or via SAP Menu Claim Processing Claim Processing Expert Mode Display

2. Fill field Claim Number3. Choose Display button

Claim Number <> The information display in ERP is the same in the App.



Test Step #



(F7)

6 Transfer Claim Access transaction ICL_RBP_MASS_CHANGE:

1. Fill fields in Agent Assignment Block

2. In optional Selection Criteria, choose the Claim Number

3. In Technical Settings leave the field empty

4. Execute Button (F8)

The requests in the backend system are the same as the ones in the SAP Fiori app.The selected Claim(s) should be re-assigned to the selected claim handler. Selected tasks should be transferred successfully and a success message is displayed.

If an error message should be displayed, none of the selected tasks should be transferred.


1. Access transaction SBWP ( or via SAP Menu Insurance Tasks Management Claim Business Workplace Environment menu Display Personal Data

2. In the screen select the line with data Double-click in the line

<FIRST NAME> or/and<LAST NAME>

The employee data such as telephone number and e-mail address in the back-end system is the same as the ones in the SAP Fiori app.

8 Check availability and calendar employee

Access transaction ICLRBPOM02 Verify that the data that was maintained in the App, is correctly reflected in the calendar.



Test Step #





4 Workload Management for Tasks 4.1 Purpose

With the transactional app Workload Management for Tasks, you can view the workload of your team members with regard to the assigned tasks from claims processing. If necessary, you can transfer one or multiple tasks and the associated workflow from one employee to another within your own organizational unit or even in a different organizational unit. The app also shows the current availability of the employee.

4.2 Process Overview Table


Launch Workload Management Claims Supervisor

The home page displayed with the number of Team Claims and Team Tasks.

Check List of number Team Tasks Claims Supervisor On the home page an overview list shows the number of open claims and tasks assigned to all employees in your own organizational unit.

Check List of Team Tasks Claims Supervisor In the Claims Handler, the overview list shows all employees in your own organizational unit. For each employee, it is possible to see the number of tasks assigned to this employee and the detail.

Check Availability Employee Claims Supervisor In the overview list the employee availability is shown.




Transfer Tasks Claims Supervisor Transfer one or multiple clams from one employee to another.

4.3 Testing the Process Steps in the SAP Fiori AppThis section describes test procedures in the frontend for each process step that belongs to this scope item.

Test Step #



1 Add-on verification

Check the backend ERP system and determine if the required add-on is installed.

The add-on has been verified.

2 Log on to the Fiori System

Launch the Fiori system via the appropriate URL and log on with the appropriate user and password.


In the home page the number of Team Tasks assigned to all employees in your own organizational unit are displayed.

3 Launch the SAP Team Tasks

On the home page, choose Team Tasks.

The Team Tasks page with all the employees and tasks for the



Test Step #



employee are displayed.

4 List of Tasks for all employee

Check the number of tasks for each one employee.

In the left side of the page, the number of the tasks for each employee is shown.

5 List of Tasks for each employee

In the left side of the page choose the employee.

The item details are displayed on the main screen Claim HandlerIn the head of page you can see the name of employee, number of tasks for the employee, and Tasks and Availability options.



Test Step #



The detailed view shows all tasks of the employee with the most important data such as task description, claim number, due date, and status.

6 Ckeck the employee calendar

On the Claim Handlers page, choose Availability.

For each employee is provided calendar.



Test Step #




In the detailed view, select the employee's name.

A business card with important employee data such as telephone number and e-mail address appears.



Test Step #



8 Transfer one or multiple Tasks

5. In the detail area select one or multiple tasks and choose Transfer.

6. A dialog box Select Claim Handler appears whith the name of employees

7. Choose the Employee Note: This list should not contain the claim handler from who the

A Transfer dialog box appears with the information of the procedure. The information Transferring tasks now appears.In the end the selected claims are be transferred to the selected employee. In the Claim Handler, now appears the new tasks.



Test Step #



claims are re-assigned from.

8. A Transfer dialog box appears, with the number of transfer claims, and transferred from and to.

9. Choose OK or Cancel

9 Sort Tasks 5. In the Tasks Data choose

icon 6. A sort by dialog appears

7. Choose the sort mode8. Choose OK or Cancel

The Tasks are displayed according to the select option.

4.4 Testing the Process Steps in the Backend SystemThis section describes the underlying SAP backend process. It describes the source of the data for the app. In addition, it is a way to check if the app is properly connected by changing data in the SAP system and checking if these changes are subsequently displayed by the app.



Test Step #



1 Log on to the SAP ERP backend system

Log on to the SAP ERP backend system with the same user (manager role) and password that you used in the SAP Fiori application.


2 Display Task 1. Access transaction ICLCDC03 (or via SAP Menu Claim Processing Claim Processing Expert Mode Display

2. Fill field Claim Number

3. Chosse Display button (F7)

4. In the left side select Claim ID Overview

5. In the right side select Log tab

6. Look at Overview of Log Entries

7. In Process step select the process.

Claim Number <> The information display in ERP is the same in the App

3 Create a Task 1. Access transaction ICLCDC02 (or via SAP

<Task><Text>

Refresh the task app.The newly created task displays



Test Step #



Menu Claim Processing Claim Processing Expert Mode Modify

2. In Functions for Tasks Tab Create a new manual task in a claim

3. Create Task pop-up appears

Assign it to a claim handler of the current organizational unit.

4. Choose OK

<Due Date>< Clm Hldr Cat.><Claim Handler>Select this values from field help (F4)

properly for the claim handler.

4 Transfer a Task 1. Access transaction SBWP ( or via SAP Menu Insurance Tasks Management Claim Business Workplace Group according to Sort Key FS-CM Claim

2. In the left side, select the Task

3. In the right side Right button Choose Forward Option In Choose Agent select the User Continue

The Task was updated in the inbox in backend system.In SAP Fiori app, in Claim Handler for Tasks, the selected tasks should be transferred successfully.

5 Check Business card Data

1. Access transaction SBWP ( or via SAP Menu Insurance Tasks Management Claim

<FIRST NAME> or/and<LAST NAME>

The employee data such as telephone number and e-mail address in the backend system is the same as the ones in the SAP



Test Step #



Business Workplace Environment menu Display Personal Data

2. In the screen select the line with data Double-click in the line

Fiori app.

6 Availability information and calendar

Access transaction ICLRBPOM02 Verify that the data that was maintained in the App, is correctly reflected in the calendar.


Documents

Business Process Procedures - SAP Service …sapidp/... · Web viewThis section describes the underlying SAP backend process. It describes the source of the data for the app. In addition,