Form Builder 4.0.4 Iteration 2 User Acceptance Testing (UAT)

Denise WarzelSemantic Infrastructure Operations Team

Presented to caDSR Curation TeamMarch 2013

Agenda

• Product and Release Overview– Form Builder Overview

– Form Builder 4.0.4 Release Features

– Form Builder Iteration 1: New Form Cart Structure

– Form Builder Iteration 2: New Form Cart Content

• UAT Overview– Form Builder 4.0.4 Iteration 2 UAT Goals

– Form Builder 4.0.4 Iteration 2 UAT Instructions

– Form Builder 4.0.4 Iteration 2 UAT Activities

Agenda (1)

• Product and Release Overview– Form Builder Overview

– Form Builder 4.0.4 Release Features

– Form Builder Iteration 1: New Form Cart Structure

– Form Builder Iteration 2: New Form Cart Content

• UAT Overview– Form Builder 4.0.4 Iteration 2 UAT Goals

– Form Builder 4.0.4 Iteration 2 UAT Instructions

– Form Builder 4.0.4 Iteration 2 UAT Activities

Form Builder Overview

• Form Builder is an application within the caDSR Tool Suite that allows users to create form structures from caDSR Common Data Element (CDE) metadata

• Form Builder allows users to create/edit, browse/view, copy, download (in MS Excel), and classify forms

• Users can browse forms using the Form Builder caDSR Context Tree or Search Template and monitor forms for changes

• Users can place forms in user shopping carts so that they can be accessed (XML format) via the caDSR Object Cart API or Object Cart Domain Class Browser Form Builder: https://formbuilder.nci.nih.gov/FormBuilder/

Object Cart Domain Class Browser: http://objcart.nci.nih.gov/objcart10/ShowDynamicTree.action

Form Builder Key Capabilities• Access the CDE shopping cart • Create Modules containing Questions from CDEs in the cart• Define the order of the modules and questions• Define repeating modules (groups of questions)• Define skip patterns between questions based on responses• Define default values for questions• Define whether or not the default value can be edited• Define whether a question is optional or mandatory• Define an instruction for Value, Question, Module or Form• Select from existing Preferred or Alternate question text to be used for the

Question• Refine the a subset of the CDE Value Domain enumeration for use on the

Form• Publish a Form in a Context’s Form Catalog• Subscribe to Sentinel Reports that are triggered by changes to CDEs on

the Form• Classify the Form and optionally its CDEs in one or more caDSR

Classification Schemes• Save the Form to the user’s Form Cart that is accessible via the caDSR

Object Cart API• Download the Form to MS Excel• View / print from a printer friendly version of form description• Attach reference documents to the form

Form Builder 4.0.4 Features1. Provide support for a new form cart XML structure (formCartv2) for

use by the caDSR Object Cart API– Simplified XML structure– Additional fields added in support of retrieval of a subset of the

CDE and Value Domain information via the Object Cart API– Customers of the Object Cart API should no longer have to issue

additional calls to caDSR Domian API to get additional information

2. Maintain the current form cart (formCart) format for existing caDSR Object Cart API users– Both the current form cart and the new form cart will be maintained

3. Provide ability to download XML format from Form Builder user interface – GF28425 - Add ability to download form in XML format from Cart

and Form Builder results

Example of Form Cart XML Changes

https://gforge.nci.nih.gov/tracker/download.php/54/2536/32145/8748/CurrentFormCartExportofDeniseTestCRFv2-12-02-2012.xmhttps://gforge.nci.nih.gov/tracker/download.php/54/2536/32145/8776/CurrentFormCartTransformedofDeniseTestCRFv2-Feb-21-2013xslv25xsdv20.xml

Form Builder 4.0.4 Iterations• Iteration 1: New Form Cart Structure

– Focused on the design and development of the new form cart structure

• Iteration 2: New Form Cart Content– Prioritized adding new content to the cart that is currently being

retrieved via a separate caDSR Domain API call by end users such as Medidata / RAVE

– Additional new content will be provided in a later release

Iteration 1: Form Cart Structure Changes (1 of 2)

General: – Renamed elements to clarify meaning and align with

caDSR Domain API– Removed unnecessary ”idseq” elements – Changed all dates from xs:string to xs:dateTime for

dateCreated and dateModified– Added designation/classification wherever designations

are included in an element• Designations is the element containing “Alternate

Name”– Changed attributes to elements (e.g. @public-id to

<publicID>)– Added fields to provide enough information about CDEs so

additional calls to caDSR Domain API would not be necessary

Iteration 1: Highlights (2 of 2)

New Question Elements:– question/multiValue for elements where multiple values are permitted in the

response– Based on Question Instruction text including "report all”, “check all”, ”include

all”, “select all”, “choose all”, “enter all”, “mark all”– This new attribute will not be visible in the Form Builder UI until Form

Builder 4.1New Data Element Elements:

– dataElement/shortName– dataElement/designation– dataElement/cdeBrowserLink – a URL that opens a web browser to the CDE

details in the caDSR CDE Browser– dataElement/dataElementDerivation and sub-elements

New Value Domain Elements: – valueDomain/shortName– valueDomain/type, values are Enumerated | NonEnumerated– valueDomain/valueDomainConcept for parent Value Domain concept– valueDomain/nciTermBrowserL- a URL for parent Value Domain concept to open

a web browser to the concept details in the NCI Term Browser – valueMeaning/designation

Current Medidata / RAVE Form Builder 4.0.3 Usage

New Medidata / RAVE Form Builder 4.0.4 Usage

Form Builder 4.0.4 New Cart Format

https://gforge.nci.nih.gov/tracker/download.php/54/2536/32145/8776/CurrentFormCartTransformedofDeniseTestCRFv2-Feb-21-2013xslv25xsdv20.xml

Form Builder 4.0.4 New Form Cart Schema (XSD)

https://gforge.nci.nih.gov/tracker/download.php/54/2536/32145/8778/FormCartv20.xsd

Agenda (2)

• Product and Release Overview– Form Builder Overview

– Form Builder 4.0.4 Release Features

– Form Builder Iteration 1: New Form Cart Structure

– Form Builder Iteration 2: New Form Cart Content

• UAT Overview– Form Builder 4.0.4 Iteration 2 UAT Goals

– Form Builder 4.0.4 Iteration 2 UAT Instructions

– Form Builder 4.0.4 Iteration 2 UAT Activities

Form Builder 4.0.4 UAT Goals

• Verify Form Builder 4.0.4 Iteration 1 features from prior UAT activities– Form Builder users form cart should contain the forms that

were in the cart before 4.0.4 deployment

– User form cart can be edited (add forms, delete forms, update forms (re-add)), results are saved

– XML download feature works, downloads the correct form in the new XML structure

• Test Form Builder 4.0.4 Iteration 2 features– Verify Iteration 2 form cart content changes

– Verify that acceptability of system performance for retrieving the old and the new cart

Form Builder 4.0.4 Iteration 2 UAT Schedule

UAT Activity UAT Schedule

Form Builder 4.0.4 Iteration 2 Presentation Overview sent to UAT Team

3/20/2013

UAT Team Performs Iteration 2 UAT Testing on the Form Builder 4.0.4 QA Tier

3/20/2013 – 3/25/2013

UAT Team Sends caDSR Team UAT Testing Feedback

3/25/2013 COB

Form Builder 4.0.4 Iteration 2 UAT Instructions1. Login to Form Builder 4.0.4 on the QA tier (https://formbuilder-qa.nci.nih.gov/FormBuilder/)

– Reset your QA password on the Password Change Station QA tier if needed (https://cadsrpasswordchange-qa.nci.nih.gov/)

– Modify the contents of an existing form, check form cart using Form Builder UI and Object Cart Domain Class browser to be sure that the cart was updated

2. Using the Object Cart Domain Class Browser on the QA Tier (http://objcart-qa.nci.nih.gov/objcart10/ShowDynamicTree.action/), search for the “cart” object for the user account name as “userid”– Verify that both the existing form cart (formCart) and the new form cart (formCartV2) are

available for the user and contain the same set of forms3. Verify the content changes of the Iteration 2 formCartV2 fields 4. Make changes to one of the forms in the cart and save

– Verify that the user form cart has the updated form5. Delete forms from the form cart

– Verify that the form is deleted in the Form Builder UI6. Search and select new forms to add into the form cart

– Verify that the user form cart has the forms7. Provide feedback on test results to the Form Builder Team8. Verify cart form

– Once you have completed testing and send a note to caDSR team, we will generate a text version of one of your forms and send it back to you so you can verify its contents using Form Builder

Special Consideration – Password Change Station

• We are also in the process of promoting the Password Change Station (PCS) across the tiers

• The PCS is currently on the QA tier and being tested on the STAGE tier• Because of this, your caDSR password may have expired and you may

have to reset it• Please follow these steps if you need to reset your password:

1. Go to the PCS on the QA tier: https://cadsrpasswordchange-qa.nci.nih.gov/cadsrpasswordchange/jsp/requestUserIdForChangePassword.jsp

2. Login with your production account name

3. You should be guided to the “Change Password” page

4. If you have not previously set up security questions on this tier, you will be asked to create security questions and answers prior to changing your password. After creating your security questions, follow the instructions to enter your current and new QA password. If you have previously set up security questions, you may go directly to the Change Password feature.

5. Use the new password to log into Form Builder on QA tier: http://formbuilder-qa.nci.nih.gov

Suggested UAT Activities for caDSR Form Builder users …

Download Forms in XML Format

• New “Download” icon to download form in XML format• Available from:

• Form search results• Form cart• “View” form details (clicking on form name in search results)

Modify the Form Cart

Delete Forms From the Form Cart

Add Forms to the Form Cart

Suggested UAT Activities for Object Cart API users …

Use Object Cart Domain Class Browser

Retrieve Form Cart for specific user from Domain Class Browser

Review the New Form Cart Contents

Provide Feedback on Test Results

• Record the Public Id and Version of the forms you think should be in your cart when you are finished testing, a screen shot of your cart from Form Builder will suffice

• Send this information in an e-mail with feedback to the Form Builder Team:– NCI Sponsor

• Denise Warzel: warzeld@mail.nih.gov

– Project Manager• Sharon Gaheen: gaheens@mail.nih.gov

– Technical Lead• Greg Raley: greg.raley@nih.gov

Thanks for your assistance and feedback!

References• Form Builder QA Application - https://formbuilder-qa.nci.nih.gov

• Object Cart Domain Class QA Browser - http://objcart-qa.nci.nih.gov/objcart10/ShowDynamicTree.action

• Object Cart QA REST API - https://objcart-qa.nci.nih.gov/objcart10/GetXML?query=gov.nih.nci.objectCart.domain.Cart&amp;gov.nih.nci.objectCart.domain.Cart[@userId={0}]

• Password Change Station QA Application - https://cadsrpasswordchange-qa.nci.nih.gov/cadsrpasswordchange/

• Form Builder 4.0.4 Help Documentation - https://wiki.nci.nih.gov/x/TgvRB

• Form Builder 4.0.4 Requirements - https://wiki.nci.nih.gov/x/d4ePAQ

• Form Builder 4.0.4 Use Cases - https://wiki.nci.nih.gov/x/JQTRB

• Form Builder 4.0.4 Test Cases - https://docs.google.com/spreadsheet/ccc?key=0AmU9wnp2DyMBdHM0OXlWWktOVUxQUGZhTG5rSkRKUXc#gid=1

• Form Builder 4.0.4 Form Cart– New Form Cart Example XML; -

https://gforge.nci.nih.gov/tracker/download.php/54/2536/32145/8776/CurrentFormCartTransformedofDeniseTestCRFv2-Feb-21-2013xslv25xsdv20.xml

– New Form Cart XSD:- https://gforge.nci.nih.gov/tracker/download.php/54/2536/32145/8778/FormCartv20.xsd

• Form Builder 4.0.4 Issue Tracker - https://gforge.nci.nih.gov/tracker/index.php?func=detail&aid=32145&group_id=54&atid=2536

• Form Builder 4.0.4 Release Notes - https://wiki.nci.nih.gov/x/P4CrBQ

Questions? Comments?