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.

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
• 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 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 checking the Display cell text checkbox reveals the text in each cell and changes the row backgrounds to white and gray striping.
• Confirm unchecking the Display cell text checkbox hides the text in each cell and sets the cell backgrounds to the color of the associated 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.
• 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 Charts tab on the left.
• Confirm a chart with participant on the y-axis and study day on the x-axis appears in the Charts tab on the right
• Confirm that each chart can be minimized, split half-screen, or maximized via the buttons in the top right of each chart.
• Confirm completed/missed visits do not have a white circle in their center, i.e. are solid.
• Confirm future/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.
• Confirm Schedule of Events by Visit chart contains rectangles instead of circles for each visit and participant intersection.
• 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 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')