# 1. Institute Overview & Key Metrics — Test Cases

User Type: **Training Institute**
Source: *Mi Digital Academy - Education CRM Features Document*
Spec: institute_overview_metrics.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 |
|---------|--------------------|----------|
| 1.1 | Total licenses purchased | TC-TI-2-01-001 |
| 1.1 | Licenses in use | TC-TI-2-01-002 |
| 1.1 | Licenses available | TC-TI-2-01-003 |
| 1.1 | Licenses expiring soon | TC-TI-2-01-004 |
| 1.1 | Usage percentage shown | TC-TI-2-01-005 |
| 1.1 | Tap through to the license management | TC-TI-2-01-006 |
| 1.1 | Overview available on web and mobile | TC-TI-2-01-007 |
| 1.1 | Overview event logging (viewed) | TC-TI-2-01-008 |
| 1.1 | Audit logging of the license usage overview | TC-TI-2-01-009 |
| 1.1 | Rule: The usage percentage is calculated from in-use over total. | TC-TI-2-01-001 |
| 1.1 | Rule: The expiring soon threshold is configurable. | TC-TI-2-01-002 |
| 1.1 | Rule: Overview events (viewed) are logged with the account and the timestamp. | TC-TI-2-01-003 |
| 1.1 | Rule: The license usage overview is audit-logged with the account and the timestamp. | TC-TI-2-01-004 |
| 1.2 | Total active students | TC-TI-2-01-010 |
| 1.2 | New enrollments this period | TC-TI-2-01-011 |
| 1.2 | Students completing courses | TC-TI-2-01-012 |
| 1.2 | Enrollment trend | TC-TI-2-01-013 |
| 1.2 | Summary by course | TC-TI-2-01-014 |
| 1.2 | Tap through to the student management | TC-TI-2-01-015 |
| 1.2 | Summary available on web and mobile | TC-TI-2-01-016 |
| 1.2 | Summary event logging (viewed) | TC-TI-2-01-017 |
| 1.2 | Audit logging of the student enrollment summary | TC-TI-2-01-018 |
| 1.2 | Rule: The enrollment trend is shown over the selected period. | TC-TI-2-01-010 |
| 1.2 | Rule: The summary is by course. | TC-TI-2-01-011 |
| 1.2 | Rule: Summary events (viewed) are logged with the account and the timestamp. | TC-TI-2-01-012 |
| 1.2 | Rule: The student enrollment summary is audit-logged with the account and the timestamp. | TC-TI-2-01-013 |
| 1.3 | Current period's charges | TC-TI-2-01-019 |
| 1.3 | Upcoming renewal shown | TC-TI-2-01-020 |
| 1.3 | Payment method on file | TC-TI-2-01-021 |
| 1.3 | Recent invoices | TC-TI-2-01-022 |
| 1.3 | Snapshot by period | TC-TI-2-01-023 |
| 1.3 | Tap through to the billing | TC-TI-2-01-024 |
| 1.3 | Snapshot available on web and mobile | TC-TI-2-01-025 |
| 1.3 | Snapshot event logging (viewed) | TC-TI-2-01-026 |
| 1.3 | Audit logging of the revenue and billing snapshot | TC-TI-2-01-027 |
| 1.3 | Rule: The snapshot is by period. | TC-TI-2-01-019 |
| 1.3 | Rule: The upcoming renewal is shown with the date and amount. | TC-TI-2-01-020 |
| 1.3 | Rule: Snapshot events (viewed) are logged with the account and the timestamp. | TC-TI-2-01-021 |
| 1.3 | Rule: The revenue and billing snapshot is audit-logged with the account and the timestamp. | TC-TI-2-01-022 |

## 1.1 License Usage Overview

### TC-TI-2-01-001 — Total licenses purchased
**Type:** Positive
**Covers:** 1.1 → Total licenses purchased; Rule: The usage percentage is calculated from in-use over total.
**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: Total licenses purchased.
2. Observe the result and verify the full behavior: Total licenses purchased.
**Expected Result:** Total licenses purchased — delivered exactly as documented.
**Priority:** Critical

### TC-TI-2-01-002 — Licenses in use
**Type:** Positive
**Covers:** 1.1 → Licenses in use; Rule: The expiring soon threshold is configurable.
**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: Licenses in use.
2. Observe the result and verify the full behavior: Licenses in use.
**Expected Result:** Licenses in use — delivered exactly as documented.
**Priority:** High

### TC-TI-2-01-003 — Licenses available
**Type:** Positive
**Covers:** 1.1 → Licenses available; Rule: Overview events (viewed) 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: Licenses available.
2. Observe the result and verify the full behavior: Licenses available.
**Expected Result:** Licenses available — delivered exactly as documented.
**Priority:** High

### TC-TI-2-01-004 — Licenses expiring soon
**Type:** Edge
**Covers:** 1.1 → Licenses expiring soon; Rule: The license usage overview 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: Licenses expiring soon.
2. Observe the result and verify the full behavior: Licenses expiring soon.
**Expected Result:** Licenses expiring soon — delivered exactly as documented.
**Priority:** High

### TC-TI-2-01-005 — Usage percentage shown
**Type:** Positive
**Covers:** 1.1 → Usage percentage 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: Usage percentage shown.
2. Observe the result and verify the full behavior: Usage percentage shown.
**Expected Result:** Usage percentage shown — delivered exactly as documented.
**Priority:** High

### TC-TI-2-01-006 — Tap through to the license management
**Type:** Positive
**Covers:** 1.1 → Tap through to the license management
**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: Tap through to the license management.
2. Observe the result and verify the full behavior: Tap through to the license management.
**Expected Result:** Tap through to the license management — delivered exactly as documented.
**Priority:** High

### TC-TI-2-01-007 — Overview available on web and mobile
**Type:** Positive
**Covers:** 1.1 → Overview 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: Overview available on web and mobile.
2. Observe the result and verify the full behavior: Overview available on web and mobile.
**Expected Result:** Overview available on web and mobile — delivered exactly as documented.
**Priority:** High

### TC-TI-2-01-008 — Overview event logging (viewed)
**Type:** Positive
**Covers:** 1.1 → Overview event logging (viewed)
**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: Overview event logging (viewed).
2. Observe the result and verify the full behavior: Overview event logging (viewed).
**Expected Result:** Overview event logging (viewed) — delivered exactly as documented.
**Priority:** High

### TC-TI-2-01-009 — Audit logging of the license usage overview
**Type:** Positive
**Covers:** 1.1 → Audit logging of the license usage overview
**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 license usage overview action.
2. Open the audit log and verify the entry for the action.
**Expected Result:** The license usage overview action is recorded in the audit log with the account and the timestamp.
**Priority:** Critical


## 1.2 Student Enrollment Summary

### TC-TI-2-01-010 — Total active students
**Type:** Positive
**Covers:** 1.2 → Total active students; Rule: The enrollment trend is shown over the selected period.
**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: Total active students.
2. Observe the result and verify the full behavior: Total active students.
**Expected Result:** Total active students — delivered exactly as documented.
**Priority:** Critical

### TC-TI-2-01-011 — New enrollments this period
**Type:** Positive
**Covers:** 1.2 → New enrollments this period; Rule: The summary is by course.
**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 enrollments this period.
2. Observe the result and verify the full behavior: New enrollments this period.
**Expected Result:** New enrollments this period — delivered exactly as documented.
**Priority:** High

### TC-TI-2-01-012 — Students completing courses
**Type:** Positive
**Covers:** 1.2 → Students completing courses; Rule: Summary events (viewed) 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: Students completing courses.
2. Observe the result and verify the full behavior: Students completing courses.
**Expected Result:** Students completing courses — delivered exactly as documented.
**Priority:** High

### TC-TI-2-01-013 — Enrollment trend
**Type:** Positive
**Covers:** 1.2 → Enrollment trend; Rule: The student enrollment summary 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: Enrollment trend.
2. Observe the result and verify the full behavior: Enrollment trend.
**Expected Result:** Enrollment trend — delivered exactly as documented.
**Priority:** High

### TC-TI-2-01-014 — Summary by course
**Type:** Positive
**Covers:** 1.2 → Summary by course
**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: Summary by course.
2. Observe the result and verify the full behavior: Summary by course.
**Expected Result:** Summary by course — delivered exactly as documented.
**Priority:** High

### TC-TI-2-01-015 — Tap through to the student management
**Type:** Positive
**Covers:** 1.2 → Tap through to the student management
**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: Tap through to the student management.
2. Observe the result and verify the full behavior: Tap through to the student management.
**Expected Result:** Tap through to the student management — delivered exactly as documented.
**Priority:** High

### TC-TI-2-01-016 — Summary available on web and mobile
**Type:** Positive
**Covers:** 1.2 → Summary 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: Summary available on web and mobile.
2. Observe the result and verify the full behavior: Summary available on web and mobile.
**Expected Result:** Summary available on web and mobile — delivered exactly as documented.
**Priority:** High

### TC-TI-2-01-017 — Summary event logging (viewed)
**Type:** Positive
**Covers:** 1.2 → Summary event logging (viewed)
**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: Summary event logging (viewed).
2. Observe the result and verify the full behavior: Summary event logging (viewed).
**Expected Result:** Summary event logging (viewed) — delivered exactly as documented.
**Priority:** High

### TC-TI-2-01-018 — Audit logging of the student enrollment summary
**Type:** Positive
**Covers:** 1.2 → Audit logging of the student enrollment summary
**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 student enrollment summary action.
2. Open the audit log and verify the entry for the action.
**Expected Result:** The student enrollment summary action is recorded in the audit log with the account and the timestamp.
**Priority:** Critical


## 1.3 Revenue & Billing Snapshot

### TC-TI-2-01-019 — Current period's charges
**Type:** Positive
**Covers:** 1.3 → Current period's charges; Rule: The snapshot is by period.
**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: Current period's charges.
2. Observe the result and verify the full behavior: Current period's charges.
**Expected Result:** Current period's charges — delivered exactly as documented.
**Priority:** Critical

### TC-TI-2-01-020 — Upcoming renewal shown
**Type:** Positive
**Covers:** 1.3 → Upcoming renewal shown; Rule: The upcoming renewal is shown with the date and amount.
**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 renewal shown.
2. Observe the result and verify the full behavior: Upcoming renewal shown.
**Expected Result:** Upcoming renewal shown — delivered exactly as documented.
**Priority:** High

### TC-TI-2-01-021 — Payment method on file
**Type:** Positive
**Covers:** 1.3 → Payment method on file; Rule: Snapshot events (viewed) 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: Payment method on file.
2. Observe the result and verify the full behavior: Payment method on file.
**Expected Result:** Payment method on file — delivered exactly as documented.
**Priority:** High

### TC-TI-2-01-022 — Recent invoices
**Type:** Positive
**Covers:** 1.3 → Recent invoices; Rule: The revenue and billing snapshot 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: Recent invoices.
2. Observe the result and verify the full behavior: Recent invoices.
**Expected Result:** Recent invoices — delivered exactly as documented.
**Priority:** High

### TC-TI-2-01-023 — Snapshot by period
**Type:** Positive
**Covers:** 1.3 → Snapshot by period
**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: Snapshot by period.
2. Observe the result and verify the full behavior: Snapshot by period.
**Expected Result:** Snapshot by period — delivered exactly as documented.
**Priority:** High

### TC-TI-2-01-024 — Tap through to the billing
**Type:** Positive
**Covers:** 1.3 → Tap through to the billing
**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: Tap through to the billing.
2. Observe the result and verify the full behavior: Tap through to the billing.
**Expected Result:** Tap through to the billing — delivered exactly as documented.
**Priority:** High

### TC-TI-2-01-025 — Snapshot available on web and mobile
**Type:** Positive
**Covers:** 1.3 → Snapshot 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: Snapshot available on web and mobile.
2. Observe the result and verify the full behavior: Snapshot available on web and mobile.
**Expected Result:** Snapshot available on web and mobile — delivered exactly as documented.
**Priority:** High

### TC-TI-2-01-026 — Snapshot event logging (viewed)
**Type:** Positive
**Covers:** 1.3 → Snapshot event logging (viewed)
**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: Snapshot event logging (viewed).
2. Observe the result and verify the full behavior: Snapshot event logging (viewed).
**Expected Result:** Snapshot event logging (viewed) — delivered exactly as documented.
**Priority:** High

### TC-TI-2-01-027 — Audit logging of the revenue and billing snapshot
**Type:** Positive
**Covers:** 1.3 → Audit logging of the revenue and billing snapshot
**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 revenue and billing snapshot action.
2. Open the audit log and verify the entry for the action.
**Expected Result:** The revenue and billing snapshot action is recorded in the audit log with the account and the timestamp.
**Priority:** Critical