# 3. Path Templates & Reuse — Test Cases

User Type: **Training Institute**
Source: *Mi Digital Academy - Education CRM Features Document*
Spec: path_templates_reuse.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 |
|---------|--------------------|----------|
| 3.1 | Save a path as a template | TC-TI-8-03-001 |
| 3.1 | Template name and category | TC-TI-8-03-002 |
| 3.1 | Template captures steps, sequence, criteria | TC-TI-8-03-003 |
| 3.1 | Template list | TC-TI-8-03-004 |
| 3.1 | Edit a template | TC-TI-8-03-005 |
| 3.1 | Delete a template | TC-TI-8-03-006 |
| 3.1 | Templates available on web and mobile | TC-TI-8-03-007 |
| 3.1 | Templates event logging (saved, edited, deleted) | TC-TI-8-03-008 |
| 3.1 | Audit logging of the path template saving | TC-TI-8-03-009 |
| 3.1 | Rule: A template is independent of the original path. | TC-TI-8-03-001 |
| 3.1 | Rule: Deleting a template does not affect existing paths. | TC-TI-8-03-002 |
| 3.1 | Rule: Templates events (saved, edited, deleted) are logged with the account and the timestamp. | TC-TI-8-03-003 |
| 3.1 | Rule: The path template saving is audit-logged with the account and the timestamp. | TC-TI-8-03-004 |
| 3.2 | Create a path from a template | TC-TI-8-03-010 |
| 3.2 | Path pre-filled with template steps | TC-TI-8-03-011 |
| 3.2 | Adjust steps before publishing | TC-TI-8-03-012 |
| 3.2 | New path in the list | TC-TI-8-03-013 |
| 3.2 | Template source shown | TC-TI-8-03-014 |
| 3.2 | Multiple paths from one template | TC-TI-8-03-015 |
| 3.2 | Creation available on web and mobile | TC-TI-8-03-016 |
| 3.2 | Creation event logging (created from template) | TC-TI-8-03-017 |
| 3.2 | Audit logging of the path creation from template | TC-TI-8-03-018 |
| 3.2 | Rule: A path created from a template is independent of the template. | TC-TI-8-03-010 |
| 3.2 | Rule: Multiple paths can be created from one template. | TC-TI-8-03-011 |
| 3.2 | Rule: Creation events (created from template) are logged with the account and the timestamp. | TC-TI-8-03-012 |
| 3.2 | Rule: The path creation from template is audit-logged with the account and the timestamp. | TC-TI-8-03-013 |
| 3.3 | Clone an existing path | TC-TI-8-03-019 |
| 3.3 | Clone with a new name | TC-TI-8-03-020 |
| 3.3 | Full copy of steps, sequence, criteria | TC-TI-8-03-021 |
| 3.3 | Clone in the path list | TC-TI-8-03-022 |
| 3.3 | Edit the clone independently | TC-TI-8-03-023 |
| 3.3 | Clone source shown | TC-TI-8-03-024 |
| 3.3 | Cloning available on web and mobile | TC-TI-8-03-025 |
| 3.3 | Cloning event logging (cloned) | TC-TI-8-03-026 |
| 3.3 | Audit logging of the path cloning | TC-TI-8-03-027 |
| 3.3 | Rule: A clone is independent of the source path. | TC-TI-8-03-019 |
| 3.3 | Rule: Editing a clone does not affect the source. | TC-TI-8-03-020 |
| 3.3 | Rule: Cloning events (cloned) are logged with the account and the timestamp. | TC-TI-8-03-021 |
| 3.3 | Rule: The path cloning is audit-logged with the account and the timestamp. | TC-TI-8-03-022 |

## 3.1 Save Path as Template

### TC-TI-8-03-001 — Save a path as a template
**Type:** Positive
**Covers:** 3.1 → Save a path as a template; Rule: A template is independent of the original path.
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Save a path as a template.
2. Observe the result and verify the full behavior: Save a path as a template.
**Expected Result:** Save a path as a template — delivered exactly as documented.
**Priority:** Critical

### TC-TI-8-03-002 — Template name and category
**Type:** Positive
**Covers:** 3.1 → Template name and category; Rule: Deleting a template does not affect existing paths.
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Template name and category.
2. Observe the result and verify the full behavior: Template name and category.
**Expected Result:** Template name and category — delivered exactly as documented.
**Priority:** High

### TC-TI-8-03-003 — Template captures steps, sequence, criteria
**Type:** Edge
**Covers:** 3.1 → Template captures steps, sequence, criteria; Rule: Templates events (saved, edited, deleted) are logged with the account and the timestamp.
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Template captures steps, sequence, criteria.
2. Observe the result and verify the full behavior: Template captures steps, sequence, criteria.
**Expected Result:** Template captures steps, sequence, criteria — delivered exactly as documented.
**Priority:** High

### TC-TI-8-03-004 — Template list
**Type:** Positive
**Covers:** 3.1 → Template list; Rule: The path template saving is audit-logged with the account and the timestamp.
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Template list.
2. Observe the result and verify the full behavior: Template list.
**Expected Result:** Template list — delivered exactly as documented.
**Priority:** High

### TC-TI-8-03-005 — Edit a template
**Type:** Positive
**Covers:** 3.1 → Edit a template
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Edit a template.
2. Observe the result and verify the full behavior: Edit a template.
**Expected Result:** Edit a template — delivered exactly as documented.
**Priority:** High

### TC-TI-8-03-006 — Delete a template
**Type:** Positive
**Covers:** 3.1 → Delete a template
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Delete a template.
2. Observe the result and verify the full behavior: Delete a template.
**Expected Result:** Delete a template — delivered exactly as documented.
**Priority:** High

### TC-TI-8-03-007 — Templates available on web and mobile
**Type:** Positive
**Covers:** 3.1 → Templates available on web and mobile
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Templates available on web and mobile.
2. Observe the result and verify the full behavior: Templates available on web and mobile.
**Expected Result:** Templates available on web and mobile — delivered exactly as documented.
**Priority:** High

### TC-TI-8-03-008 — Templates event logging (saved, edited, deleted)
**Type:** Positive
**Covers:** 3.1 → Templates event logging (saved, edited, deleted)
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Templates event logging (saved, edited, deleted).
2. Observe the result and verify the full behavior: Templates event logging (saved, edited, deleted).
**Expected Result:** Templates event logging (saved, edited, deleted) — delivered exactly as documented.
**Priority:** High

### TC-TI-8-03-009 — Audit logging of the path template saving
**Type:** Positive
**Covers:** 3.1 → Audit logging of the path template saving
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, perform the path template saving action.
2. Open the audit log and verify the entry for the action.
**Expected Result:** The path template saving action is recorded in the audit log with the account and the timestamp.
**Priority:** Critical


## 3.2 Create Path from Template

### TC-TI-8-03-010 — Create a path from a template
**Type:** Positive
**Covers:** 3.2 → Create a path from a template; Rule: A path created from a template is independent of the template.
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Create a path from a template.
2. Observe the result and verify the full behavior: Create a path from a template.
**Expected Result:** Create a path from a template — delivered exactly as documented.
**Priority:** Critical

### TC-TI-8-03-011 — Path pre-filled with template steps
**Type:** Positive
**Covers:** 3.2 → Path pre-filled with template steps; Rule: Multiple paths can be created from one template.
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Path pre-filled with template steps.
2. Observe the result and verify the full behavior: Path pre-filled with template steps.
**Expected Result:** Path pre-filled with template steps — delivered exactly as documented.
**Priority:** High

### TC-TI-8-03-012 — Adjust steps before publishing
**Type:** Positive
**Covers:** 3.2 → Adjust steps before publishing; Rule: Creation events (created from template) are logged with the account and the timestamp.
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Adjust steps before publishing.
2. Observe the result and verify the full behavior: Adjust steps before publishing.
**Expected Result:** Adjust steps before publishing — delivered exactly as documented.
**Priority:** High

### TC-TI-8-03-013 — New path in the list
**Type:** Positive
**Covers:** 3.2 → New path in the list; Rule: The path creation from template is audit-logged with the account and the timestamp.
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: New path in the list.
2. Observe the result and verify the full behavior: New path in the list.
**Expected Result:** New path in the list — delivered exactly as documented.
**Priority:** High

### TC-TI-8-03-014 — Template source shown
**Type:** Positive
**Covers:** 3.2 → Template source shown
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Template source shown.
2. Observe the result and verify the full behavior: Template source shown.
**Expected Result:** Template source shown — delivered exactly as documented.
**Priority:** High

### TC-TI-8-03-015 — Multiple paths from one template
**Type:** Positive
**Covers:** 3.2 → Multiple paths from one template
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Multiple paths from one template.
2. Observe the result and verify the full behavior: Multiple paths from one template.
**Expected Result:** Multiple paths from one template — delivered exactly as documented.
**Priority:** High

### TC-TI-8-03-016 — Creation available on web and mobile
**Type:** Positive
**Covers:** 3.2 → Creation available on web and mobile
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Creation available on web and mobile.
2. Observe the result and verify the full behavior: Creation available on web and mobile.
**Expected Result:** Creation available on web and mobile — delivered exactly as documented.
**Priority:** High

### TC-TI-8-03-017 — Creation event logging (created from template)
**Type:** Positive
**Covers:** 3.2 → Creation event logging (created from template)
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Creation event logging (created from template).
2. Observe the result and verify the full behavior: Creation event logging (created from template).
**Expected Result:** Creation event logging (created from template) — delivered exactly as documented.
**Priority:** High

### TC-TI-8-03-018 — Audit logging of the path creation from template
**Type:** Positive
**Covers:** 3.2 → Audit logging of the path creation from template
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, perform the path creation from template action.
2. Open the audit log and verify the entry for the action.
**Expected Result:** The path creation from template action is recorded in the audit log with the account and the timestamp.
**Priority:** Critical


## 3.3 Clone & Duplicate Paths

### TC-TI-8-03-019 — Clone an existing path
**Type:** Positive
**Covers:** 3.3 → Clone an existing path; Rule: A clone is independent of the source path.
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Clone an existing path.
2. Observe the result and verify the full behavior: Clone an existing path.
**Expected Result:** Clone an existing path — delivered exactly as documented.
**Priority:** Critical

### TC-TI-8-03-020 — Clone with a new name
**Type:** Positive
**Covers:** 3.3 → Clone with a new name; Rule: Editing a clone does not affect the source.
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Clone with a new name.
2. Observe the result and verify the full behavior: Clone with a new name.
**Expected Result:** Clone with a new name — delivered exactly as documented.
**Priority:** High

### TC-TI-8-03-021 — Full copy of steps, sequence, criteria
**Type:** Positive
**Covers:** 3.3 → Full copy of steps, sequence, criteria; Rule: Cloning events (cloned) are logged with the account and the timestamp.
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Full copy of steps, sequence, criteria.
2. Observe the result and verify the full behavior: Full copy of steps, sequence, criteria.
**Expected Result:** Full copy of steps, sequence, criteria — delivered exactly as documented.
**Priority:** High

### TC-TI-8-03-022 — Clone in the path list
**Type:** Positive
**Covers:** 3.3 → Clone in the path list; Rule: The path cloning is audit-logged with the account and the timestamp.
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Clone in the path list.
2. Observe the result and verify the full behavior: Clone in the path list.
**Expected Result:** Clone in the path list — delivered exactly as documented.
**Priority:** High

### TC-TI-8-03-023 — Edit the clone independently
**Type:** Positive
**Covers:** 3.3 → Edit the clone independently
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Edit the clone independently.
2. Observe the result and verify the full behavior: Edit the clone independently.
**Expected Result:** Edit the clone independently — delivered exactly as documented.
**Priority:** High

### TC-TI-8-03-024 — Clone source shown
**Type:** Positive
**Covers:** 3.3 → Clone source shown
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Clone source shown.
2. Observe the result and verify the full behavior: Clone source shown.
**Expected Result:** Clone source shown — delivered exactly as documented.
**Priority:** High

### TC-TI-8-03-025 — Cloning available on web and mobile
**Type:** Positive
**Covers:** 3.3 → Cloning available on web and mobile
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Cloning available on web and mobile.
2. Observe the result and verify the full behavior: Cloning available on web and mobile.
**Expected Result:** Cloning available on web and mobile — delivered exactly as documented.
**Priority:** High

### TC-TI-8-03-026 — Cloning event logging (cloned)
**Type:** Positive
**Covers:** 3.3 → Cloning event logging (cloned)
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Cloning event logging (cloned).
2. Observe the result and verify the full behavior: Cloning event logging (cloned).
**Expected Result:** Cloning event logging (cloned) — delivered exactly as documented.
**Priority:** High

### TC-TI-8-03-027 — Audit logging of the path cloning
**Type:** Positive
**Covers:** 3.3 → Audit logging of the path cloning
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, perform the path cloning action.
2. Open the audit log and verify the entry for the action.
**Expected Result:** The path cloning action is recorded in the audit log with the account and the timestamp.
**Priority:** Critical