# 2. Dedicated Account Manager — Test Cases

User Type: **Training Institute**
Source: *Mi Digital Academy - Education CRM Features Document*
Spec: dedicated_account_manager.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 |
|---------|--------------------|----------|
| 2.1 | Account manager profile | TC-TI-9-02-001 |
| 2.1 | Name, role, contact shown | TC-TI-9-02-002 |
| 2.1 | Availability shown | TC-TI-9-02-003 |
| 2.1 | Message the manager directly | TC-TI-9-02-004 |
| 2.1 | Recent interactions shown | TC-TI-9-02-005 |
| 2.1 | Manager replacement notice | TC-TI-9-02-006 |
| 2.1 | Profile available on web and mobile | TC-TI-9-02-007 |
| 2.1 | Profile event logging (viewed, messaged) | TC-TI-9-02-008 |
| 2.1 | Audit logging of the account manager profile | TC-TI-9-02-009 |
| 2.1 | Rule: A manager change is notified to the Institute. | TC-TI-9-02-001 |
| 2.1 | Rule: Messages are logged in the interaction history. | TC-TI-9-02-002 |
| 2.1 | Rule: Profile events (viewed, messaged) are logged with the account and the timestamp. | TC-TI-9-02-003 |
| 2.1 | Rule: The account manager profile is audit-logged with the account and the timestamp. | TC-TI-9-02-004 |
| 2.2 | Schedule a 1:1 strategy call | TC-TI-9-02-010 |
| 2.2 | Set the call agenda | TC-TI-9-02-011 |
| 2.2 | Call scheduled with confirmation | TC-TI-9-02-012 |
| 2.2 | Upcoming and past calls shown | TC-TI-9-02-013 |
| 2.2 | Reschedule a call | TC-TI-9-02-014 |
| 2.2 | Call notes saved | TC-TI-9-02-015 |
| 2.2 | Scheduling available on web and mobile | TC-TI-9-02-016 |
| 2.2 | Scheduling event logging (booked, rescheduled) | TC-TI-9-02-017 |
| 2.2 | Audit logging of the 1:1 strategy calls | TC-TI-9-02-018 |
| 2.2 | Rule: A reschedule is confirmed to both parties. | TC-TI-9-02-010 |
| 2.2 | Rule: The call notes are saved to the account history. | TC-TI-9-02-011 |
| 2.2 | Rule: Scheduling events (booked, rescheduled) are logged with the account and the timestamp. | TC-TI-9-02-012 |
| 2.2 | Rule: The 1:1 strategy calls is audit-logged with the account and the timestamp. | TC-TI-9-02-013 |
| 2.3 | Quarterly review schedule | TC-TI-9-02-019 |
| 2.3 | Review agenda shown | TC-TI-9-02-020 |
| 2.3 | Usage and performance in review | TC-TI-9-02-021 |
| 2.3 | Roadmap in review | TC-TI-9-02-022 |
| 2.3 | Review outcomes shown | TC-TI-9-02-023 |
| 2.3 | Action items tracked | TC-TI-9-02-024 |
| 2.3 | Review available on web and mobile | TC-TI-9-02-025 |
| 2.3 | Review event logging (review held, action item added) | TC-TI-9-02-026 |
| 2.3 | Audit logging of the quarterly account review | TC-TI-9-02-027 |
| 2.3 | Rule: An action item has an owner and a due date. | TC-TI-9-02-019 |
| 2.3 | Rule: The review outcomes are saved to the account history. | TC-TI-9-02-020 |
| 2.3 | Rule: Review events (review held, action item added) are logged with the account and the timestamp. | TC-TI-9-02-021 |
| 2.3 | Rule: The quarterly account review is audit-logged with the account and the timestamp. | TC-TI-9-02-022 |

## 2.1 Account Manager Profile

### TC-TI-9-02-001 — Account manager profile
**Type:** Positive
**Covers:** 2.1 → Account manager profile; Rule: A manager change is notified to the Institute.
**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: Account manager profile.
2. Observe the result and verify the full behavior: Account manager profile.
**Expected Result:** Account manager profile — delivered exactly as documented.
**Priority:** Critical

### TC-TI-9-02-002 — Name, role, contact shown
**Type:** Positive
**Covers:** 2.1 → Name, role, contact shown; Rule: Messages are logged in the interaction history.
**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: Name, role, contact shown.
2. Observe the result and verify the full behavior: Name, role, contact shown.
**Expected Result:** Name, role, contact shown — delivered exactly as documented.
**Priority:** High

### TC-TI-9-02-003 — Availability shown
**Type:** Positive
**Covers:** 2.1 → Availability shown; Rule: Profile events (viewed, messaged) 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: Availability shown.
2. Observe the result and verify the full behavior: Availability shown.
**Expected Result:** Availability shown — delivered exactly as documented.
**Priority:** High

### TC-TI-9-02-004 — Message the manager directly
**Type:** Positive
**Covers:** 2.1 → Message the manager directly; Rule: The account manager profile 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: Message the manager directly.
2. Observe the result and verify the full behavior: Message the manager directly.
**Expected Result:** Message the manager directly — delivered exactly as documented.
**Priority:** High

### TC-TI-9-02-005 — Recent interactions shown
**Type:** Positive
**Covers:** 2.1 → Recent interactions 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: Recent interactions shown.
2. Observe the result and verify the full behavior: Recent interactions shown.
**Expected Result:** Recent interactions shown — delivered exactly as documented.
**Priority:** High

### TC-TI-9-02-006 — Manager replacement notice
**Type:** Positive
**Covers:** 2.1 → Manager replacement notice
**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: Manager replacement notice.
2. Observe the result and verify the full behavior: Manager replacement notice.
**Expected Result:** Manager replacement notice — delivered exactly as documented.
**Priority:** High

### TC-TI-9-02-007 — Profile available on web and mobile
**Type:** Positive
**Covers:** 2.1 → Profile 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: Profile available on web and mobile.
2. Observe the result and verify the full behavior: Profile available on web and mobile.
**Expected Result:** Profile available on web and mobile — delivered exactly as documented.
**Priority:** High

### TC-TI-9-02-008 — Profile event logging (viewed, messaged)
**Type:** Positive
**Covers:** 2.1 → Profile event logging (viewed, messaged)
**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: Profile event logging (viewed, messaged).
2. Observe the result and verify the full behavior: Profile event logging (viewed, messaged).
**Expected Result:** Profile event logging (viewed, messaged) — delivered exactly as documented.
**Priority:** High

### TC-TI-9-02-009 — Audit logging of the account manager profile
**Type:** Positive
**Covers:** 2.1 → Audit logging of the account manager profile
**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 account manager profile action.
2. Open the audit log and verify the entry for the action.
**Expected Result:** The account manager profile action is recorded in the audit log with the account and the timestamp.
**Priority:** Critical


## 2.2 1:1 Strategy Calls

### TC-TI-9-02-010 — Schedule a 1:1 strategy call
**Type:** Positive
**Covers:** 2.2 → Schedule a 1:1 strategy call; Rule: A reschedule is confirmed to both parties.
**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: Schedule a 1:1 strategy call.
2. Observe the result and verify the full behavior: Schedule a 1:1 strategy call.
**Expected Result:** Schedule a 1:1 strategy call — delivered exactly as documented.
**Priority:** Critical

### TC-TI-9-02-011 — Set the call agenda
**Type:** Positive
**Covers:** 2.2 → Set the call agenda; Rule: The call notes are saved to the account history.
**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: Set the call agenda.
2. Observe the result and verify the full behavior: Set the call agenda.
**Expected Result:** Set the call agenda — delivered exactly as documented.
**Priority:** High

### TC-TI-9-02-012 — Call scheduled with confirmation
**Type:** Positive
**Covers:** 2.2 → Call scheduled with confirmation; Rule: Scheduling events (booked, rescheduled) 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: Call scheduled with confirmation.
2. Observe the result and verify the full behavior: Call scheduled with confirmation.
**Expected Result:** Call scheduled with confirmation — delivered exactly as documented.
**Priority:** High

### TC-TI-9-02-013 — Upcoming and past calls shown
**Type:** Positive
**Covers:** 2.2 → Upcoming and past calls shown; Rule: The 1:1 strategy calls 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: Upcoming and past calls shown.
2. Observe the result and verify the full behavior: Upcoming and past calls shown.
**Expected Result:** Upcoming and past calls shown — delivered exactly as documented.
**Priority:** High

### TC-TI-9-02-014 — Reschedule a call
**Type:** Positive
**Covers:** 2.2 → Reschedule a call
**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: Reschedule a call.
2. Observe the result and verify the full behavior: Reschedule a call.
**Expected Result:** Reschedule a call — delivered exactly as documented.
**Priority:** High

### TC-TI-9-02-015 — Call notes saved
**Type:** Positive
**Covers:** 2.2 → Call notes saved
**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: Call notes saved.
2. Observe the result and verify the full behavior: Call notes saved.
**Expected Result:** Call notes saved — delivered exactly as documented.
**Priority:** High

### TC-TI-9-02-016 — Scheduling available on web and mobile
**Type:** Positive
**Covers:** 2.2 → Scheduling 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: Scheduling available on web and mobile.
2. Observe the result and verify the full behavior: Scheduling available on web and mobile.
**Expected Result:** Scheduling available on web and mobile — delivered exactly as documented.
**Priority:** High

### TC-TI-9-02-017 — Scheduling event logging (booked, rescheduled)
**Type:** Positive
**Covers:** 2.2 → Scheduling event logging (booked, rescheduled)
**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: Scheduling event logging (booked, rescheduled).
2. Observe the result and verify the full behavior: Scheduling event logging (booked, rescheduled).
**Expected Result:** Scheduling event logging (booked, rescheduled) — delivered exactly as documented.
**Priority:** High

### TC-TI-9-02-018 — Audit logging of the 1:1 strategy calls
**Type:** Positive
**Covers:** 2.2 → Audit logging of the 1:1 strategy calls
**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 1:1 strategy calls action.
2. Open the audit log and verify the entry for the action.
**Expected Result:** The 1:1 strategy calls action is recorded in the audit log with the account and the timestamp.
**Priority:** Critical


## 2.3 Quarterly Account Review

### TC-TI-9-02-019 — Quarterly review schedule
**Type:** Positive
**Covers:** 2.3 → Quarterly review schedule; Rule: An action item has an owner and a due date.
**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: Quarterly review schedule.
2. Observe the result and verify the full behavior: Quarterly review schedule.
**Expected Result:** Quarterly review schedule — delivered exactly as documented.
**Priority:** Critical

### TC-TI-9-02-020 — Review agenda shown
**Type:** Positive
**Covers:** 2.3 → Review agenda shown; Rule: The review outcomes are saved to the account history.
**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: Review agenda shown.
2. Observe the result and verify the full behavior: Review agenda shown.
**Expected Result:** Review agenda shown — delivered exactly as documented.
**Priority:** High

### TC-TI-9-02-021 — Usage and performance in review
**Type:** Positive
**Covers:** 2.3 → Usage and performance in review; Rule: Review events (review held, action item added) 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: Usage and performance in review.
2. Observe the result and verify the full behavior: Usage and performance in review.
**Expected Result:** Usage and performance in review — delivered exactly as documented.
**Priority:** High

### TC-TI-9-02-022 — Roadmap in review
**Type:** Positive
**Covers:** 2.3 → Roadmap in review; Rule: The quarterly account review 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: Roadmap in review.
2. Observe the result and verify the full behavior: Roadmap in review.
**Expected Result:** Roadmap in review — delivered exactly as documented.
**Priority:** High

### TC-TI-9-02-023 — Review outcomes shown
**Type:** Positive
**Covers:** 2.3 → Review outcomes 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: Review outcomes shown.
2. Observe the result and verify the full behavior: Review outcomes shown.
**Expected Result:** Review outcomes shown — delivered exactly as documented.
**Priority:** High

### TC-TI-9-02-024 — Action items tracked
**Type:** Positive
**Covers:** 2.3 → Action items tracked
**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: Action items tracked.
2. Observe the result and verify the full behavior: Action items tracked.
**Expected Result:** Action items tracked — delivered exactly as documented.
**Priority:** High

### TC-TI-9-02-025 — Review available on web and mobile
**Type:** Positive
**Covers:** 2.3 → Review 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: Review available on web and mobile.
2. Observe the result and verify the full behavior: Review available on web and mobile.
**Expected Result:** Review available on web and mobile — delivered exactly as documented.
**Priority:** High

### TC-TI-9-02-026 — Review event logging (review held, action item added)
**Type:** Positive
**Covers:** 2.3 → Review event logging (review held, action item added)
**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: Review event logging (review held, action item added).
2. Observe the result and verify the full behavior: Review event logging (review held, action item added).
**Expected Result:** Review event logging (review held, action item added) — delivered exactly as documented.
**Priority:** High

### TC-TI-9-02-027 — Audit logging of the quarterly account review
**Type:** Positive
**Covers:** 2.3 → Audit logging of the quarterly account review
**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 quarterly account review action.
2. Open the audit log and verify the entry for the action.
**Expected Result:** The quarterly account review action is recorded in the audit log with the account and the timestamp.
**Priority:** Critical