# 5. Compliance Tracking — Test Cases

User Type: **Organization**
Source: *Mi Digital Academy - Education CRM Features Document*
Spec: compliance_tracking.md — every feature, sub-feature, and rule covered

## Test Execution Policy

- Zero tolerance: any deviation from the documented behavior is a defect.
- Every failed test is logged with a Bug ID, the feature, the sub-feature, the expected vs actual result, and the severity; 100% of bugs are fixed before the group passes.
- 100% pass rate is required for the group to be marked complete.

## Coverage Matrix

| Feature | Sub-feature / Rule | Test IDs |
|---------|--------------------|----------|
| 5.1 | Mandatory training assignment | TC-ORG-5-01-001 |
| 5.1 | Completion status per user | TC-ORG-5-01-002 |
| 5.1 | In-progress and overdue tracking | TC-ORG-5-01-003 |
| 5.1 | Completion rate by department and program | TC-ORG-5-01-004 |
| 5.1 | Overdue user list with reminders | TC-ORG-5-01-005 |
| 5.1 | Mandatory Training Tracking available on web and mobile | TC-ORG-5-01-006 |
| 5.1 | mandatory training tracking event logging (viewed) | TC-ORG-5-01-007 |
| 5.1 | Audit logging of mandatory training tracking | TC-ORG-5-01-008 |
| 5.1 | Rule: Mandatory training assignment. | TC-ORG-5-01-009 |
| 5.1 | Rule: Completion status per user. | TC-ORG-5-01-010 |
| 5.1 | Rule: In-progress and overdue tracking. | TC-ORG-5-01-011 |
| 5.1 | Rule: Completion rate by department and program. | TC-ORG-5-01-012 |
| 5.1 | Rule: Overdue user list with reminders. | TC-ORG-5-01-013 |
| 5.2 | Required certifications per role | TC-ORG-5-02-014 |
| 5.2 | Certification status per user | TC-ORG-5-02-015 |
| 5.2 | Certification expiry tracking | TC-ORG-5-02-016 |
| 5.2 | Expired certification alerts | TC-ORG-5-02-017 |
| 5.2 | Certification compliance rate | TC-ORG-5-02-018 |
| 5.2 | Certification Compliance available on web and mobile | TC-ORG-5-02-019 |
| 5.2 | certification compliance event logging (viewed) | TC-ORG-5-02-020 |
| 5.2 | Audit logging of certification compliance | TC-ORG-5-02-021 |
| 5.2 | Rule: Required certifications per role. | TC-ORG-5-02-022 |
| 5.2 | Rule: Certification status per user. | TC-ORG-5-02-023 |
| 5.2 | Rule: Certification expiry tracking. | TC-ORG-5-02-024 |
| 5.2 | Rule: Expired certification alerts. | TC-ORG-5-02-025 |
| 5.2 | Rule: Certification compliance rate. | TC-ORG-5-02-026 |

## 5.1 Mandatory Training Tracking

### TC-ORG-5-01-001 — Mandatory training assignment
**Type:** Positive
**Covers:** 5.1 → Mandatory training assignment; Rule: Mandatory training assignment.
**Preconditions:** A Organization account is active and the Organization is in the state required for this behavior.
**Steps:**
1. As a Organization, set up the precondition and perform: Mandatory training assignment.
2. Observe the result and verify the full behavior: Mandatory training assignment.
**Expected Result:** Mandatory training assignment — delivered exactly as documented.
**Priority:** Critical

### TC-ORG-5-01-002 — Completion status per user
**Type:** Positive
**Covers:** 5.1 → Completion status per user; Rule: Completion status per user.
**Preconditions:** A Organization account is active and the Organization is in the state required for this behavior.
**Steps:**
1. As a Organization, set up the precondition and perform: Completion status per user.
2. Observe the result and verify the full behavior: Completion status per user.
**Expected Result:** Completion status per user — delivered exactly as documented.
**Priority:** High

### TC-ORG-5-01-003 — In-progress and overdue tracking
**Type:** Positive
**Covers:** 5.1 → In-progress and overdue tracking; Rule: In-progress and overdue tracking.
**Preconditions:** A Organization account is active and the Organization is in the state required for this behavior.
**Steps:**
1. As a Organization, set up the precondition and perform: In-progress and overdue tracking.
2. Observe the result and verify the full behavior: In-progress and overdue tracking.
**Expected Result:** In-progress and overdue tracking — delivered exactly as documented.
**Priority:** Medium

### TC-ORG-5-01-004 — Completion rate by department and program
**Type:** Positive
**Covers:** 5.1 → Completion rate by department and program; Rule: Completion rate by department and program.
**Preconditions:** A Organization account is active and the Organization is in the state required for this behavior.
**Steps:**
1. As a Organization, set up the precondition and perform: Completion rate by department and program.
2. Observe the result and verify the full behavior: Completion rate by department and program.
**Expected Result:** Completion rate by department and program — delivered exactly as documented.
**Priority:** Medium

### TC-ORG-5-01-005 — Overdue user list with reminders
**Type:** Positive
**Covers:** 5.1 → Overdue user list with reminders; Rule: Overdue user list with reminders.
**Preconditions:** A Organization account is active and the Organization is in the state required for this behavior.
**Steps:**
1. As a Organization, set up the precondition and perform: Overdue user list with reminders.
2. Observe the result and verify the full behavior: Overdue user list with reminders.
**Expected Result:** Overdue user list with reminders — delivered exactly as documented.
**Priority:** Medium

### TC-ORG-5-01-006 — Mandatory Training Tracking available on web and mobile
**Type:** Positive
**Covers:** 5.1 → Mandatory Training Tracking available on web and mobile; Rule: Mandatory training assignment.
**Preconditions:** A Organization account is active and the Organization is in the state required for this behavior.
**Steps:**
1. As a Organization, set up the precondition and perform: Mandatory Training Tracking available on web and mobile.
2. Observe the result and verify the full behavior: Mandatory Training Tracking available on web and mobile.
**Expected Result:** Mandatory Training Tracking available on web and mobile — delivered exactly as documented.
**Priority:** Medium

### TC-ORG-5-01-007 — mandatory training tracking event logging (viewed)
**Type:** Positive
**Covers:** 5.1 → mandatory training tracking event logging (viewed); Rule: Completion status per user.
**Preconditions:** A Organization account is active and the Organization is in the state required for this behavior.
**Steps:**
1. As a Organization, set up the precondition and perform: mandatory training tracking event logging (viewed).
2. Observe the result and verify the full behavior: mandatory training tracking event logging (viewed).
**Expected Result:** mandatory training tracking event logging (viewed) — delivered exactly as documented.
**Priority:** Medium

### TC-ORG-5-01-008 — Audit logging of mandatory training tracking
**Type:** Positive
**Covers:** 5.1 → Audit logging of mandatory training tracking; Rule: In-progress and overdue tracking.
**Preconditions:** A Organization account is active and the Organization is in the state required for this behavior.
**Steps:**
1. As a Organization, set up the precondition and perform: Audit logging of mandatory training tracking.
2. Observe the result and verify the full behavior: Audit logging of mandatory training tracking.
**Expected Result:** Audit logging of mandatory training tracking — delivered exactly as documented.
**Priority:** Medium

### TC-ORG-5-01-009 — Rule: Mandatory training assignment.
**Type:** Positive
**Covers:** 5.1 → Rule: Mandatory training assignment.
**Preconditions:** A Organization account is active and the Organization is in the state required for this behavior.
**Steps:**
1. As a Organization, set up the precondition and perform the action that triggers the rule: Mandatory training assignment.
2. Observe the result and verify the full behavior: Mandatory training assignment.
**Expected Result:** Mandatory training assignment. — delivered exactly as documented.
**Priority:** Critical

### TC-ORG-5-01-010 — Rule: Completion status per user.
**Type:** Positive
**Covers:** 5.1 → Rule: Completion status per user.
**Preconditions:** A Organization account is active and the Organization is in the state required for this behavior.
**Steps:**
1. As a Organization, set up the precondition and perform the action that triggers the rule: Completion status per user.
2. Observe the result and verify the full behavior: Completion status per user.
**Expected Result:** Completion status per user. — delivered exactly as documented.
**Priority:** High

### TC-ORG-5-01-011 — Rule: In-progress and overdue tracking.
**Type:** Positive
**Covers:** 5.1 → Rule: In-progress and overdue tracking.
**Preconditions:** A Organization account is active and the Organization is in the state required for this behavior.
**Steps:**
1. As a Organization, set up the precondition and perform the action that triggers the rule: In-progress and overdue tracking.
2. Observe the result and verify the full behavior: In-progress and overdue tracking.
**Expected Result:** In-progress and overdue tracking. — delivered exactly as documented.
**Priority:** Medium

### TC-ORG-5-01-012 — Rule: Completion rate by department and program.
**Type:** Positive
**Covers:** 5.1 → Rule: Completion rate by department and program.
**Preconditions:** A Organization account is active and the Organization is in the state required for this behavior.
**Steps:**
1. As a Organization, set up the precondition and perform the action that triggers the rule: Completion rate by department and program.
2. Observe the result and verify the full behavior: Completion rate by department and program.
**Expected Result:** Completion rate by department and program. — delivered exactly as documented.
**Priority:** Medium

### TC-ORG-5-01-013 — Rule: Overdue user list with reminders.
**Type:** Positive
**Covers:** 5.1 → Rule: Overdue user list with reminders.
**Preconditions:** A Organization account is active and the Organization is in the state required for this behavior.
**Steps:**
1. As a Organization, set up the precondition and perform the action that triggers the rule: Overdue user list with reminders.
2. Observe the result and verify the full behavior: Overdue user list with reminders.
**Expected Result:** Overdue user list with reminders. — delivered exactly as documented.
**Priority:** Medium

## 5.2 Certification Compliance

### TC-ORG-5-02-014 — Required certifications per role
**Type:** Positive
**Covers:** 5.2 → Required certifications per role; Rule: Required certifications per role.
**Preconditions:** A Organization account is active and the Organization is in the state required for this behavior.
**Steps:**
1. As a Organization, set up the precondition and perform: Required certifications per role.
2. Observe the result and verify the full behavior: Required certifications per role.
**Expected Result:** Required certifications per role — delivered exactly as documented.
**Priority:** Critical

### TC-ORG-5-02-015 — Certification status per user
**Type:** Positive
**Covers:** 5.2 → Certification status per user; Rule: Certification status per user.
**Preconditions:** A Organization account is active and the Organization is in the state required for this behavior.
**Steps:**
1. As a Organization, set up the precondition and perform: Certification status per user.
2. Observe the result and verify the full behavior: Certification status per user.
**Expected Result:** Certification status per user — delivered exactly as documented.
**Priority:** High

### TC-ORG-5-02-016 — Certification expiry tracking
**Type:** Positive
**Covers:** 5.2 → Certification expiry tracking; Rule: Certification expiry tracking.
**Preconditions:** A Organization account is active and the Organization is in the state required for this behavior.
**Steps:**
1. As a Organization, set up the precondition and perform: Certification expiry tracking.
2. Observe the result and verify the full behavior: Certification expiry tracking.
**Expected Result:** Certification expiry tracking — delivered exactly as documented.
**Priority:** Medium

### TC-ORG-5-02-017 — Expired certification alerts
**Type:** Positive
**Covers:** 5.2 → Expired certification alerts; Rule: Expired certification alerts.
**Preconditions:** A Organization account is active and the Organization is in the state required for this behavior.
**Steps:**
1. As a Organization, set up the precondition and perform: Expired certification alerts.
2. Observe the result and verify the full behavior: Expired certification alerts.
**Expected Result:** Expired certification alerts — delivered exactly as documented.
**Priority:** Medium

### TC-ORG-5-02-018 — Certification compliance rate
**Type:** Positive
**Covers:** 5.2 → Certification compliance rate; Rule: Certification compliance rate.
**Preconditions:** A Organization account is active and the Organization is in the state required for this behavior.
**Steps:**
1. As a Organization, set up the precondition and perform: Certification compliance rate.
2. Observe the result and verify the full behavior: Certification compliance rate.
**Expected Result:** Certification compliance rate — delivered exactly as documented.
**Priority:** Medium

### TC-ORG-5-02-019 — Certification Compliance available on web and mobile
**Type:** Positive
**Covers:** 5.2 → Certification Compliance available on web and mobile; Rule: Required certifications per role.
**Preconditions:** A Organization account is active and the Organization is in the state required for this behavior.
**Steps:**
1. As a Organization, set up the precondition and perform: Certification Compliance available on web and mobile.
2. Observe the result and verify the full behavior: Certification Compliance available on web and mobile.
**Expected Result:** Certification Compliance available on web and mobile — delivered exactly as documented.
**Priority:** Medium

### TC-ORG-5-02-020 — certification compliance event logging (viewed)
**Type:** Positive
**Covers:** 5.2 → certification compliance event logging (viewed); Rule: Certification status per user.
**Preconditions:** A Organization account is active and the Organization is in the state required for this behavior.
**Steps:**
1. As a Organization, set up the precondition and perform: certification compliance event logging (viewed).
2. Observe the result and verify the full behavior: certification compliance event logging (viewed).
**Expected Result:** certification compliance event logging (viewed) — delivered exactly as documented.
**Priority:** Medium

### TC-ORG-5-02-021 — Audit logging of certification compliance
**Type:** Positive
**Covers:** 5.2 → Audit logging of certification compliance; Rule: Certification expiry tracking.
**Preconditions:** A Organization account is active and the Organization is in the state required for this behavior.
**Steps:**
1. As a Organization, set up the precondition and perform: Audit logging of certification compliance.
2. Observe the result and verify the full behavior: Audit logging of certification compliance.
**Expected Result:** Audit logging of certification compliance — delivered exactly as documented.
**Priority:** Medium

### TC-ORG-5-02-022 — Rule: Required certifications per role.
**Type:** Positive
**Covers:** 5.2 → Rule: Required certifications per role.
**Preconditions:** A Organization account is active and the Organization is in the state required for this behavior.
**Steps:**
1. As a Organization, set up the precondition and perform the action that triggers the rule: Required certifications per role.
2. Observe the result and verify the full behavior: Required certifications per role.
**Expected Result:** Required certifications per role. — delivered exactly as documented.
**Priority:** Critical

### TC-ORG-5-02-023 — Rule: Certification status per user.
**Type:** Positive
**Covers:** 5.2 → Rule: Certification status per user.
**Preconditions:** A Organization account is active and the Organization is in the state required for this behavior.
**Steps:**
1. As a Organization, set up the precondition and perform the action that triggers the rule: Certification status per user.
2. Observe the result and verify the full behavior: Certification status per user.
**Expected Result:** Certification status per user. — delivered exactly as documented.
**Priority:** High

### TC-ORG-5-02-024 — Rule: Certification expiry tracking.
**Type:** Positive
**Covers:** 5.2 → Rule: Certification expiry tracking.
**Preconditions:** A Organization account is active and the Organization is in the state required for this behavior.
**Steps:**
1. As a Organization, set up the precondition and perform the action that triggers the rule: Certification expiry tracking.
2. Observe the result and verify the full behavior: Certification expiry tracking.
**Expected Result:** Certification expiry tracking. — delivered exactly as documented.
**Priority:** Medium

### TC-ORG-5-02-025 — Rule: Expired certification alerts.
**Type:** Positive
**Covers:** 5.2 → Rule: Expired certification alerts.
**Preconditions:** A Organization account is active and the Organization is in the state required for this behavior.
**Steps:**
1. As a Organization, set up the precondition and perform the action that triggers the rule: Expired certification alerts.
2. Observe the result and verify the full behavior: Expired certification alerts.
**Expected Result:** Expired certification alerts. — delivered exactly as documented.
**Priority:** Medium

### TC-ORG-5-02-026 — Rule: Certification compliance rate.
**Type:** Positive
**Covers:** 5.2 → Rule: Certification compliance rate.
**Preconditions:** A Organization account is active and the Organization is in the state required for this behavior.
**Steps:**
1. As a Organization, set up the precondition and perform the action that triggers the rule: Certification compliance rate.
2. Observe the result and verify the full behavior: Certification compliance rate.
**Expected Result:** Certification compliance rate. — delivered exactly as documented.
**Priority:** Medium