Technical Documentation

User Requirements

Regression Tests

Legend

• Confirm a legend appears in the top left labeled Visit Status with one legend item per visit status.
• Confirm visit statuses flagged in the data by the plot_exclude column do not appear in the visit status legend.
• Confirm the visit status legend info icons (ⓘ) have tooltips that match the contents of the visit_status_description column in the data.
• The info icon tooltips of expected/overdue visit statuses in the Visit Status legend should describe the visual appearance of expected/overdue visits in the charts
• Verify # of participants appears in the same place in both Charts and Listing. It should be in the right corner below the filter drop downs and above the charts/listing.

Filters

• Confirm the controls section contains Site, Participant Status, Analysis Subset 1, Analysis Subset 2, Analysis Subset 3, and # of Overdue Visits_ filters.
• Confirm the Participant Status dropdown allows zero or more selections.
• Confirm the Analysis Subset 2 subsets the set of visits presented in the listing and charts.
• Confirm the listing and charts react as expected when filters change.
• Verify that the # of Overdue Visits dropdown updates the subset of participants as expected. For example, set the dropdown to 2 and verify that those participants actually have two overdue visits (you may need to view the Study Day Chart/Schedule of Events by Study Day to confirm).
• Verify the >1 Overdue Visits dropdown no longer appears
• Verify The # of Overdue Visits dropdown is present, and appears before the Analysis Subsetter filters
• Confirm that the minimum option for # of Overdue Visits dropdown is 0. It can have more but at least 0 must be present.
• Specify a nonexistent filter variable in the Custom Filter Variables field. No filter representing that variable should appear and the webpage should render as expected.
• Confirm when changing filters, if there is any loading time, the mouse cursor changes to the hourglass wait icon.

Tabs

• Confirm that clicking the Charts tab hides the listing, displays the charts, removes the Listing tab highlighting, and highlights the Charts tab.
• Confirm that depending on which tab the user is on, the corresponding three animated balls should appear when the user changes any controls or switches tabs, and the mouse cursor changes to the hourglass wait icon.
• Confirm the three animated balls should disappear as soon as the view is updated

Listing

• Confirm when loading the listing, three animated balls appear underneath of the Listing tab
• Confirm when loading the charts, three animated balls appear underneath of the Charts tab
• Confirm that a checkbox labeled "Display visit dates" displays in the top left of the listing container.
• Confirm that when Display visit dates is unchecked, any past visits shown in the listing display the visit status. (Completed, Missed, etc.) and any future visits display the visit date.
• Confirm that when Display visit dates is checked, all visits display the visit date.
• Confirm the Site, ID and Status columns sort alphabetically and the remaining columns sort chronologically
• Confirm a div appears above the table containing the text of the clicked column, an arrow indicating sort direction, and an X.
• Confirm clicking the div removes that column from the sort order.
• Confirm hovering over visit column headers reveals a breakdown of visit status for that visit.
• Confirm hovering over any table body row displays a black border underneath that row.
• Confirm hovering over a participant ID cell reveals a breakdown of visit status for that participant ID.
• Confirm each and every visit cell tooltip contains participant ID, visit, visit date, and visit status.
• Confirm one or more export buttons appear at the bottom of the chart: CSV; XLSX if one of the xlsx or xlsx-style libraries is loaded; and PDF if the jspdf and jspdf-autotable libraries are loaded (PDF is still experimental, ignore this for now, per Spencer).
• Confirm upon clicking an export button a file of the selected format downloads and contains a table with the same structure as the listing.
• Confirm that a scrollbar appears above the listing (might have to zoom in), and that scrolling the top scrollbar scrolls the bottom scrollbar and vice versa.
• Verify the heat map feature in listing has been removed and only display text

** Charts**

• Confirm the settings form in CAT should load controls for each setting.
• Confirm a chart with participant on the y-axis and visit on the x-axis appears in the Visit Chart tab
• Confirm that in the Visit Chart tab, you can set abbreviate_visits to true, and the x-axis labels show abbreviated display values. All tooltips should show the full visit name when you hover over the abbreviated labels or any cell in the chart.
• Confirm that setting abbreviate_visits to false changes the x-axis labels to again show the full visit name.
• Confirm a chart with participant on the y-axis and study day on the x-axis appears in the Study Day Charts tab
• Confirm completed/missed visits do not have a white circle in their center, i.e. are solid.
• Confirm expected/overdue visits have a white circle in their center.
• Confirm visit values are rotated by 45° in the Schedule of Events by Visit chart both at the top of the chart and at the bottom.
• Verify the Visit Chart presents a color-coded grid with visit on the x-axis and participant on the y-axis
• Confirm unscheduled/early termination visits appear only in the Schedule of Events by Study Day chart.
• Confirm unscheduled/early termination visits are annotated in the Schedule of Events by Study Day chart with the first character of the visit value, e.g. U for Unscheduled Visit or E for Early Termination Visit.
• Confirm that when scrolling in the Visit Chart and in the Study Day Chart, the top x-axis stays in view at the top of the screen.
• Confirm Charts should be rendered on separate tabs when chart_layout = 'tabbed'. (When the layout is tabbed, you'll also need to make sure "active_tab" setting is set to 'Visit Chart' or 'Study Day Chart')
• Confirm Charts should be rendered on the same tab when chart_layout = 'side-by-side'. (When the layout is side-by-side, you'll also need to make sure "active_tab" setting is set to 'Charts' or 'Listing')
• Confirm that when you click a mark in the Study Day Chart, you see the following: -- an annotation appears between the top x-axis and the chart that displays the selected visit name and the median study day of that visit. -- a vertical reference line appears corresponding to the median study day of that visit. -- the annotation and vertical reference line have tooltips that list the visit name, the median study day, summary statistics of the study day of that visit (n, min, median, max, mean, standard deviation), and an instruction detailing how to remove highlighting. -- all marks representing that visit are highlighted. -- horizontal reference lines appear connecting the visit marks to the vertical reference line. -- the horizontal reference lines have tooltips that list the number of days between that mark and the median reference study day, as well as an instruction detailing how to remove highlighting. -- any marks representing a different visit are faded. -- clicking the annotation, the vertical reference line, the horizontal reference lines, or any highlighted mark removes all highlighting.