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My requests Calendar Knowledge Test plan

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Test plan

One run through everything a Social Media VA can do, and everything they must not reach.

What it's for

This is the whole role in one pass, in the order a tester should follow it. Each step links to the page that explains it. Tick the boxes as you go — nothing is saved, they are only for you.

Before you start

Sign in with the test account for this role. The owner shares these privately.
An administrator should prepare, before you begin:
- at least two accounts assigned to you, one of them with a Daily target (posts);
- your login linked to your employee profile, and a per-post rate on that profile (otherwise your earnings stay at $0.00 and your posts don't count in payroll);
- one published knowledge document shared with the Social Media VA role.
The administrator should stay reachable during the run: they resolve the account problem you report and decide the request you send.
The test app never sends email, so never wait for a message in your inbox. Check the screen.

1. Sign in and the shell

Video: Sign in and the shell. No sound; the steps are captioned on screen.

See Getting started.

The sign-in page shows Sign in and Enter your email and we'll give you a one-time code.
Continue with your email shows the box Your sign-in code with a 6-digit code.
A wrong code shows That code is incorrect or has expired. Request a new one.
Asking for a new code makes the old one stop working.
The right code signs you in and lands you on My posting.
The menu shows exactly four items: My posting, My requests and Calendar under Operations, and Knowledge under Resources.
The button at the bottom left shows your name and the role name Social Media VA.
Theme switches between Light, Dark and System, and the page follows.
Help & guides in that menu opens your own guide (this one).

2. My posting

Video: My posting. No sound; the steps are captioned on screen.

See Your shift, step by step and The accounts you post on.

The page is titled My posting and opens on today, with Today · ET next to the date box.
The four cards appear: Posts today, Posts this week, Earned today, Earned this week.
Assigned accounts holds one box per account assigned to you, each with Target 5/day or No target.
The needed number in Posts today is the total of your accounts' daily targets.
The next-day arrow is greyed out, so no future day can be logged.

Log the posts

See Log your posts.

Save counts is greyed out until you change a number; Unsaved changes then appears.
Three clicks on plus and Save counts gives a message such as Saved 4 posts.
The numbers survive a page reload.
Earned today equals your posts times your per-post rate.
An account that reaches its target shows Target met.
The minus button stops at 0, and the box will not go above 1,000.

End-of-shift report

See End-of-shift report.

Before you send one, the card shows Report pending.
Submit report gives End-of-shift report saved. and the card then shows Submitted with a time in ET.
The button becomes Update report, and using it keeps one report for the day.
Recent submissions shows four weeks; the current one says (this week).
The day's row shows your notes, and clicking the day in the table opens that day above.

Report an account issue

See Report an account issue.

Report an account issue opens the pop-up Report an account issue. The line under the title names the day ("For today." or the date).
Sending it empty shows Choose an account.
The Account list holds only your own accounts; Severity starts at Low.
A saved report gives Issue reported. An admin will follow up.
It appears under Account issues this day as Open, and the account's box gains a red badge.
After the administrator resolves it, the badge reads Resolved and their answer shows after Admin:.

Closed days

See Days you can still change.

A day in last week is still open and can be saved.
A day three weeks back shows closed and Read-only for this day.
That day has no Save counts, no Submit report and no Report an account issue button, but its old numbers still show.

3. My requests

Video: My requests. No sound; the steps are captioned on screen.

See My requests.

New request opens the panel New request on the right.
Time off starting today shows Request time off at least one day ahead.
Other without details shows Describe what you need.
A valid request opens its own page with the status Submitted and a History card.
Edit gives Request updated. and History gains Edited the request.
A second request, then Cancel request, asks first and ends as Cancelled.
After the administrator decides your first request, its page shows Approved or Denied with the Decision note, and has no Edit or Cancel request button.

4. Calendar

Video: Calendar. No sound; the steps are captioned on screen.

The page opens on this month with Times in ET beside the month name.
There is no New event button, and an entry's panel has no Edit and no Delete.
Your approved Time off shows as a dashed chip with your name, and its link opens the request.
You see nobody else's time off.
Clicking a day lists that day; Show upcoming goes back.

5. Knowledge

Video: Knowledge. No sound; the steps are captioned on screen.

The library shows the document shared with your role.
There is no New document button and no Archived box.
Clicking the document opens a page of the Social Media VA guide (this guide), with no Edit, Publish or Archive buttons.
A nonsense search word gives No documents match.

6. Should be blocked

Video: Should be blocked. No sound; the steps are captioned on screen.

Type these addresses after the app's address. Every one must show the screen with 404, Page not found and This page doesn't exist or you don't have access to it.

/posting — the administrators' posting board, with every VA's accounts and issues.
/payroll — payroll.
/team — the employee list.
/requests — the reviewers' request queue.
/my/analytics — the staff numbers page, where other roles see their own pay.
/my/tasks — tasks.
/operations — the task board.
/clients — clients.
/knowledge/new — writing a knowledge document.
/dashboard — the agency overview.
/settings/integrations — settings.
The menu shows no Requests, Payroll, Employees, Tasks, My tasks, Clients or Integrations item.
Back to Heights Analytics on that screen brings you to My posting.

7. Sign out

Video: Sign out. No sound; the steps are captioned on screen.

Sign out in the menu at the bottom left asks you to confirm, then returns you to the sign-in page.
Opening the app again sends you to the sign-in page, and after signing in you land on My posting.

Good to know

Known issue

These are already known, so you don't need to report them again:

An urgent account problem is not sent to anyone. It waits on the administrators' board.
Nobody can read your end-of-shift notes in the app.
Nobody can correct a closed day.

Each is explained on its own page.

Knowledge

Find and read the SOPs, training and policies shared with your role.

On this page

What it's for Before you start 1. Sign in and the shell 2. My posting Log the posts End-of-shift report Report an account issue Closed days 3. My requests 4. Calendar 5. Knowledge 6. Should be blocked 7. Sign out Good to know