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PENDING Research into Nutrition

Action

Data

Expected Result

Enter the URL

https://sydneyuni-adv--bluesky.sandbox.lightning.force.com/

 

Enter username

 

 

Enter Password

 

 

Click on Log in to Sandbox

 

Successful Login

If not in the Affinaquest app, go to app launcher and type in Affinaquest in the search bar

 

 

Once in Affinaquest app, go to Gear Icon

 

 

Click on Set up - Blue icon

 

 

Click on Users tab

 

 

Click on Users

 

 

Click on login against the user ( GA User) having all permissions

Monica Kluegel

 

click "Batches" tab

click "New" Button

 

record type selection pops up

click "Next" Button

User

select current user

Batch Type

Gifts/Pledges

Batch Date

today's date

Source of Data

Pledges

click "Save" Button

click "Batch Items" Button

Account

select a household account with one contact

Entry Type

Pledge

Pledge Schedule Type

Single Payment

Amount

1000

Pledge Type

Unconditional

Bill

Ticked

Campaign Appeal

2022 Campus Tours Working List

Designation

HOLDING-

D

Acknowledgement

Default

Click "Calculate Payments" button

click Save

click Batch number to go back to the Batch

Click Close Batch

Confirmation screen shows

click "Confirm Close" Button

click Ok

Goes back to Batch record and Record Type is converted to "Closed Batch"

Logout of the User

Close the Browser