Certain Checklist


Below checklists are for the events with different registration types which are created in Certain.


QA Checklist – Standard Registration Events

Below checklists will help you to verify the built draft Event based on Registration Types is ready for UAT. Each checklist is divided into 2 parts; 1. Based on Registration Types & Generic. These are again classified into modules (Q1-Q6) with issues categorized based on their impact (M1-Major; M2-Minor).

Standard Registration

These checkpoints are exclusive to Standard Registrations

M1 M2
1. My Profile: Welcome Page > Profile > Thanks Page > Confirmation Email(O_Registered) > Reminder Email Yes No
2. Non-My Profile: Welcome Page > Non-My Profile Page > Thanks Page > Confirmation Email(O_Registered) > Reminder Email Yes No
3. Confirmation/Reminder Email > Cancellation option >Email Validation Page > Cancellation Thanks Page > Cancellation Confirmation Email(O_Cancelled) Yes No
  • Events Generic Checklist

    These checkpoints are applicable for all registration types and are inclusive of Certain tool event set-up, web pages and notification email verifications

    Index

    Image Category: Q1 Content Category: Q2 Link Category: Q3
    Template and Formatting Category: Q4 Tracking Category: Q5 Process Category: Q6

    Image Category: Q1 M1 M2
    1. Images in WCC path
    WCC: webfolder/dms/prod/images/filename.extention
    *Filename should consists only alphanumeric lowercase with only hyphen special character    		 Yes No
    2. Banner Image Dimensions
    Web pages: 956px × 256px
    Notifications: 614px × 137px    		 Yes No
    3. No Broken images Yes No
    4. Relevant alternate/alt text to all images No Yes

    Content Category: Q2 M1 M2
    1. No Content repetition/missing/mismatch against requirement Yes No
    2. Precise Event Details (event date, time & venue with contact number and map link as requested) Yes No
    3. Valid business email ID and contact name used in Disclaimer Yes No
    4. Correct Subject Line, From Name and Reply-to email address
    Default reply-to email address and from name used is ‘oracle-events_ww@oracle' and 'Oracle Events Team'    		 Yes No
    5. Government Employee question is displayed by default Yes No
    6. Meal or Dietary Preference requirements adhere to compliance guidelines
    Click Confluence Link->*Event Misc->In Person Events->Meal or Dietary Preference->Requirements for using    		 Yes No
    7. Registration texts added in Thank you page should be removed
    Example: 'Secure you spot now', 'Register now'    		 No Yes

    Link Category: Q3 M1 M2
    1. No links redirecting to error page or different destination Yes No
    2. Google Map link pointing exact venue location Yes No
    3. Stay connected URLs used as per Portal
    Youko and Wiebo included for Simplified Chinese    		 Yes No
    4. Share widgets share the right links with tracking Yes No
    5. All links will open in different tab No Yes

    Template and Formatting Category: Q4 M1 M2
    1. All hyperlinks in Redwood hyperlink color (#bc6c37) or blue color (#006B8F) No Yes
    2. Appropriate formatting of text in the Content (no extra spacing between words, letters, sentences, paragraphs, no extra punctuations) No Yes

    Tracking Category: Q5 M1 M2
    1. Correct program/channel code used Yes No
    2. Tracking created to promote and cross-promote an asset using Tracking URL Generator
    http://globalmarketingapp.oraclecorp.com/tracking-url-generator/#!/home    		 No Yes

    Process Category: Q6 M1 M2
    1. Oracle run event name to begin with Oracle (or contain Oracle) with 100 being maximum number of character
    Exceptions - Chinese/Korean/Japanese    		 Yes No
    2. Event Name with No abbreviations Yes No
    3. Ethics Disclosure (Disclaimer) inclusion:
    Every Invitation – “YES”
    Third Party/Partner Event – “NO”    		 Yes No
    4. Registrations not captured through Email ID/Telephone Number Yes No
    5. Register through personal My Profile account (eg: gmail, yahoo, outlook etc) should follow the same flow as Oracle My Profile flow Yes No
    6. Appropriate event related footer type is used Yes No
    7. Oracle Products displayed as in Oracle Approved Names List
    https://oracle.sharepoint.com/sites/official-oracle-names-list    		 Yes No
    8. Calendars created with proper event details displayed and available for confirmed registrants
    Exception: ANZ & Japan: Only Outlook used     		Yes No
    9. Reminder mail scheduled as per Portal
    Exception: Reminder mails do not go out on weekends (Saturday and Sunday); but for the Middle East, the weekend is Friday and Saturday.    		 Yes No
    10. Certain Event Setup Details matching with Portal data
    Event Name with Oracle keyword (Exceptions Chinese/Korean/Japanese), Event Code, Event Start and End Date/Time, Health & Safety Local Requirement Statement, Footer Country Code, LanguageCode, MultiFUSC    		 Yes No
    11. Country disclaimer validation
    -Korea(the Republic of)/Philippines/Turkiye/Japan/Kenya/Nigeria/China
    -Country listing with inclusion of 'Eswatini'
    -Embargoed Country listing with Exclusion of 'Belarus, Cuba, Democratic People's Republic Of Korea, Iran - Islamic Republic Of, Netherlands Antilles, Russian Federation, Syrian Arab Republic, Venezuela'    		 Yes No
    12. Cancellation option present in Confirmation and Reminder Emails Yes No
    13. Certain > Details > Event Owner > Primary/Secondary requester name and email id No Yes
    14. Certain > Details > Assign Role > Registration support > Primary/Secondary requester name and email id to be checked if exists No Yes
    15. No Personalization in Welcome Page No Yes
    16. Keywords limited to 100 characters and separated using commas No Yes
    17. Short description limited to 250 characters without containing any HTML tags No Yes
    18. Banner Text and the Header text on the Welcome Page must not be the same No Yes
    19. Relevant Page/Browser Title No Yes
    20. Consistency of personalization/sign-off in Thank You page and Notifications No Yes
    21. Current year is Copyright year No Yes
    22. Promo value depending on the Region No Yes
    23. All non-English language element translations are referred from Master Translation Reference File
    https://www.oracle.com/webfolder/s/delivery_production/ops/Certain-Eloqua-StdTranslation.xlsb    		 No Yes
    24. Developed asset adhering to Oracle Style guidelines
    https://docs-uat.us.oracle.com/en/sptest/osgxx/introduction-style-guide.html    		 No Yes
    25. Cookie Preference consent JS present in the web pages
    https://www.oracle.com/us/assets/metrics/ora_code_certain.js
    https://www.oracle.com/us/assets/metrics/ora_code.js    		 No Yes

QA Checklist – Monitored Registration Events

Below checklist will help you to verify the built draft Event based on Registration Types is ready for UAT. Each checklist is divided into 2 parts; 1. Based on Registration Type and 2. Generic Event Checkpoints. These are again classified into modules (Q1-Q6) with issues categorized based on their impact (M1-Major; M2-Minor)

Monitored Registration

These checkpoints are exclusive to Monitored Registrations

M1 M2
1. My Profile: Welcome Page > Profile > Thanks Page > Pending Email(O_Registration Pending) > Confirmation Email(O_Registration Approved)/Denied Email(O_Registration Denied) > Reminder Email Yes No
2. Non-My Profile: Welcome Page > Non-My Profile Page > Thanks Page > Pending Email(O_Registration Pending) > Confirmation Email(O_Registration Approved)/Denied Email(O_Registration Denied) > Reminder Email Yes No
3. Pending/Confirmation/Reminder Email > Cancellation option >Email Validation Page > Cancellation Thanks Page > Cancellation Confirmation Email(O_Cancelled) Yes No
  • Events Generic Checklist

    These checkpoints are applicable for all registration types and are inclusive of Certain tool event set-up, web pages and notification email verifications

    Index

    Image Category: Q1 Content Category: Q2 Link Category: Q3
    Template and Formatting Category: Q4 Tracking Category: Q5 Process Category: Q6

    Image Category: Q1 M1 M2
    1. Images in WCC path
    WCC: webfolder/dms/prod/images/filename.extention
    *Filename should consists only alphanumeric lowercase with only hyphen special character    		 Yes No
    2. Banner Image Dimensions
    Web pages: 956px × 256px
    Notifications: 614px × 137px    		 Yes No
    3. No Broken images Yes No
    4. Relevant alternate/alt text to all images No Yes

    Content Category: Q2 M1 M2
    1. No Content repetition/missing/mismatch against requirement Yes No
    2. Precise Event Details (event date, time & venue with contact number and map link as requested) Yes No
    3. Valid business email ID and contact name used in Disclaimer Yes No
    4. Correct Subject Line, From Name and Reply-to email address
    Default reply-to email address and from name used is ‘oracle-events_ww@oracle' and 'Oracle Events Team'    		 Yes No
    5. Government Employee question is displayed by default Yes No
    6. Meal or Dietary Preference requirements adhere to compliance guidelines
    Click Confluence Link->*Event Misc->In Person Events->Meal or Dietary Preference->Requirements for using    		 Yes No
    7. Registration texts added in Thank you page should be removed
    Example: 'Secure you spot now', 'Register now'    		 No Yes

    Link Category: Q3 M1 M2
    1. No links redirecting to error page or different destination Yes No
    2. Google Map link pointing exact venue location Yes No
    3. Stay connected URLs used as per Portal
    Youko and Wiebo included for Simplified Chinese    		 Yes No
    4. Share widgets share the right links with tracking Yes No
    5. All links will open in different tab No Yes

    Template and Formatting Category: Q4 M1 M2
    1. All hyperlinks in Redwood hyperlink color (#bc6c37) or blue color (#006B8F) No Yes
    2. Appropriate formatting of text in the Content (no extra spacing between words, letters, sentences, paragraphs, no extra punctuations) No Yes

    Tracking Category: Q5 M1 M2
    1. Correct program/channel code used Yes No
    2. Tracking created to promote and cross-promote an asset using Tracking URL Generator
    http://globalmarketingapp.oraclecorp.com/tracking-url-generator/#!/home    		 No Yes

    Process Category: Q6 M1 M2
    1. Oracle run event name to begin with Oracle (or contain Oracle) with 100 being maximum number of character
    Exceptions - Chinese/Korean/Japanese    		 Yes No
    2. Event Name with No abbreviations Yes No
    3. Ethics Disclosure (Disclaimer) inclusion:
    Every Invitation – “YES”
    Third Party/Partner Event – “NO”    		 Yes No
    4. Registrations not captured through Email ID/Telephone Number Yes No
    5. Register through personal My Profile account (eg: gmail, yahoo, outlook etc) should follow the same flow as Oracle My Profile flow Yes No
    6. Appropriate event related footer type is used Yes No
    7. Oracle Products displayed as in Oracle Approved Names List
    https://oracle.sharepoint.com/sites/official-oracle-names-list    		 Yes No
    8. Calendars created with proper event details displayed and available for confirmed registrants
    Exception: ANZ & Japan: Only Outlook used     		Yes No
    9. Reminder mail scheduled as per Portal
    Exception: Reminder mails do not go out on weekends (Saturday and Sunday); but for the Middle East, the weekend is Friday and Saturday.    		 Yes No
    10. Certain Event Setup Details matching with Portal data
    Event Name with Oracle keyword (Exceptions Chinese/Korean/Japanese), Event Code, Event Start and End Date/Time, Health & Safety Local Requirement Statement, Footer Country Code, LanguageCode, MultiFUSC    		 Yes No
    11. Country disclaimer validation
    -Korea(the Republic of)/Philippines/Turkiye/Japan/Kenya/Nigeria/China
    -Country listing with inclusion of 'Eswatini'
    -Embargoed Country listing with Exclusion of 'Belarus, Cuba, Democratic People's Republic Of Korea, Iran - Islamic Republic Of, Netherlands Antilles, Russian Federation, Syrian Arab Republic, Venezuela'    		 Yes No
    12. Cancellation option present in Confirmation and Reminder Emails Yes No
    13. Certain > Details > Event Owner > Primary/Secondary requester name and email id No Yes
    14. Certain > Details > Assign Role > Registration support > Primary/Secondary requester name and email id to be checked if exists No Yes
    15. No Personalization in Welcome Page No Yes
    16. Keywords limited to 100 characters and separated using commas No Yes
    17. Short description limited to 250 characters without containing any HTML tags No Yes
    18. Banner Text and the Header text on the Welcome Page must not be the same No Yes
    19. Relevant Page/Browser Title No Yes
    20. Consistency of personalization/sign-off in Thank You page and Notifications No Yes
    21. Current year is Copyright year No Yes
    22. Promo value depending on the Region No Yes
    23. All non-English language element translations are referred from Master Translation Reference File
    https://www.oracle.com/webfolder/s/delivery_production/ops/Certain-Eloqua-StdTranslation.xlsb    		 No Yes
    24. Developed asset adhering to Oracle Style guidelines
    https://docs-uat.us.oracle.com/en/sptest/osgxx/introduction-style-guide.html    		 No Yes
    25. Cookie Preference consent JS present in the web pages
    https://www.oracle.com/us/assets/metrics/ora_code_certain.js
    https://www.oracle.com/us/assets/metrics/ora_code.js    		 No Yes

QA Checklist – Waitlisted Registration Events

Below checklist will help you to verify the built draft Event based on Registration Types is ready for UAT. Each checklist is divided into 2 parts; 1. Based on Registration Type and 2. Generic Event Checkpoints. These are again classified into modules (Q1-Q6) with issues categorized based on their impact (M1-Major; M2-Minor)

Waitlisted Registration

These checkpoints are exclusive to Waitlisted Registrations

M1 M2
1. My Profile: Welcome Page > Profile > Thanks Page > Confirmation Email(O_Registered) > Reminder Email
With-in Capacity		 Yes No
2. Non-My Profile: Welcome Page > Non-My Profile Page > Thanks Page > Confirmation Email(O_Registered) > Reminder Email
With-in Capacity		 Yes No
3. My Profile: Welcome Page > Profile > Thanks Page > Waitlisted Email(O_Registration Waitlisted) > (Confirmation Email(O_Registered) > Reminder Email)
After Capacity		 Yes No
4. Non-My Profile: Welcome Page > Non-My Profile Page > Thanks Page > Waitlisted Email(O_Registration Waitlisted) > (Confirmation Email(O_Registered) > Reminder Email)
After Capacity		 Yes No
5. Waitlisted/Confirmation/Reminder Email > Cancellation option > Email Validation Page > Cancellation Thanks Page > Cancellation Confirmation Email(O_Cancelled) Yes No
6. Registration Capacity set as per the requirement Yes No
7. Certain > Plan > Options > 'Enable Event Waitlist Automation' is checked. The following options should have
Waitlist status = 'O_Registration Waitlisted
Update Reg Status='O_Registered'		 Yes No
8. Certain > Forms > Settings > 'Allow form to remain open when event Registration Capacity is reached' is checked for the forms:
- My Profile
- Non-My Profile
- Cancellation		 Yes No
9. In My Profile form and Non-My Profile form, checkbox 'Add to waitlist' should be displayed and this field not mandatory Yes No
  • Events Generic Checklist

    These checkpoints are applicable for all registration types and are inclusive of Certain tool event set-up, web pages and notification email verifications

    Index

    Image Category: Q1 Content Category: Q2 Link Category: Q3
    Template and Formatting Category: Q4 Tracking Category: Q5 Process Category: Q6

    Image Category: Q1 M1 M2
    1. Images in WCC path
    WCC: webfolder/dms/prod/images/filename.extention
    *Filename should consists only alphanumeric lowercase with only hyphen special character    		 Yes No
    2. Banner Image Dimensions
    Web pages: 956px × 256px
    Notifications: 614px × 137px    		 Yes No
    3. No Broken images Yes No
    4. Relevant alternate/alt text to all images No Yes

    Content Category: Q2 M1 M2
    1. No Content repetition/missing/mismatch against requirement Yes No
    2. Precise Event Details (event date, time & venue with contact number and map link as requested) Yes No
    3. Valid business email ID and contact name used in Disclaimer Yes No
    4. Correct Subject Line, From Name and Reply-to email address
    Default reply-to email address and from name used is ‘oracle-events_ww@oracle' and 'Oracle Events Team'    		 Yes No
    5. Government Employee question is displayed by default Yes No
    6. Meal or Dietary Preference requirements adhere to compliance guidelines
    Click Confluence Link->*Event Misc->In Person Events->Meal or Dietary Preference->Requirements for using    		 Yes No
    7. Registration texts added in Thank you page should be removed
    Example: 'Secure you spot now', 'Register now'    		 No Yes

    Link Category: Q3 M1 M2
    1. No links redirecting to error page or different destination Yes No
    2. Google Map link pointing exact venue location Yes No
    3. Stay connected URLs used as per Portal
    Youko and Wiebo included for Simplified Chinese    		 Yes No
    4. Share widgets share the right links with tracking Yes No
    5. All links will open in different tab No Yes

    Template and Formatting Category: Q4 M1 M2
    1. All hyperlinks in Redwood hyperlink color (#bc6c37) or blue color (#006B8F) No Yes
    2. Appropriate formatting of text in the Content (no extra spacing between words, letters, sentences, paragraphs, no extra punctuations) No Yes

    Tracking Category: Q5 M1 M2
    1. Correct program/channel code used Yes No
    2. Tracking created to promote and cross-promote an asset using Tracking URL Generator
    http://globalmarketingapp.oraclecorp.com/tracking-url-generator/#!/home    		 No Yes

    Process Category: Q6 M1 M2
    1. Oracle run event name to begin with Oracle (or contain Oracle) with 100 being maximum number of character
    Exceptions - Chinese/Korean/Japanese    		 Yes No
    2. Event Name with No abbreviations Yes No
    3. Ethics Disclosure (Disclaimer) inclusion:
    Every Invitation – “YES”
    Third Party/Partner Event – “NO”    		 Yes No
    4. Registrations not captured through Email ID/Telephone Number Yes No
    5. Register through personal My Profile account (eg: gmail, yahoo, outlook etc) should follow the same flow as Oracle My Profile flow Yes No
    6. Appropriate event related footer type is used Yes No
    7. Oracle Products displayed as in Oracle Approved Names List
    https://oracle.sharepoint.com/sites/official-oracle-names-list    		 Yes No
    8. Calendars created with proper event details displayed and available for confirmed registrants
    Exception: ANZ & Japan: Only Outlook used     		Yes No
    9. Reminder mail scheduled as per Portal
    Exception: Reminder mails do not go out on weekends (Saturday and Sunday); but for the Middle East, the weekend is Friday and Saturday.    		 Yes No
    10. Certain Event Setup Details matching with Portal data
    Event Name with Oracle keyword (Exceptions Chinese/Korean/Japanese), Event Code, Event Start and End Date/Time, Health & Safety Local Requirement Statement, Footer Country Code, LanguageCode, MultiFUSC    		 Yes No
    11. Country disclaimer validation
    -Korea(the Republic of)/Philippines/Turkiye/Japan/Kenya/Nigeria/China
    -Country listing with inclusion of 'Eswatini'
    -Embargoed Country listing with Exclusion of 'Belarus, Cuba, Democratic People's Republic Of Korea, Iran - Islamic Republic Of, Netherlands Antilles, Russian Federation, Syrian Arab Republic, Venezuela'    		 Yes No
    12. Cancellation option present in Confirmation and Reminder Emails Yes No
    13. Certain > Details > Event Owner > Primary/Secondary requester name and email id No Yes
    14. Certain > Details > Assign Role > Registration support > Primary/Secondary requester name and email id to be checked if exists No Yes
    15. No Personalization in Welcome Page No Yes
    16. Keywords limited to 100 characters and separated using commas No Yes
    17. Short description limited to 250 characters without containing any HTML tags No Yes
    18. Banner Text and the Header text on the Welcome Page must not be the same No Yes
    19. Relevant Page/Browser Title No Yes
    20. Consistency of personalization/sign-off in Thank You page and Notifications No Yes
    21. Current year is Copyright year No Yes
    22. Promo value depending on the Region No Yes
    23. All non-English language element translations are referred from Master Translation Reference File
    https://www.oracle.com/webfolder/s/delivery_production/ops/Certain-Eloqua-StdTranslation.xlsb    		 No Yes
    24. Developed asset adhering to Oracle Style guidelines
    https://docs-uat.us.oracle.com/en/sptest/osgxx/introduction-style-guide.html    		 No Yes
    25. Cookie Preference consent JS present in the web pages
    https://www.oracle.com/us/assets/metrics/ora_code_certain.js
    https://www.oracle.com/us/assets/metrics/ora_code.js    		 No Yes

QA Checklist – Non Registration/3rd Party Events

Below checklists will help you to verify the built draft Event based on Registration Types is ready for UAT. Each checklist is divided into 2 parts; 1. Based on Registration Types & Generic. These are again classified into modules (Q1-Q6) with issues categorized based on their impact (M1-Major; M2-Minor)

Non Registration/3rd Party

These checkpoints are exclusive to Non Registration/3rd Party. Ensure that the registration link which lands on 3rd party website as appropriate approvals from the concerned teams.

Index

Image Category: Q1 Content Category: Q2 Link Category: Q3
Template and Formatting Category: Q4 Tracking Category: Q5 Process Category: Q6

Image Category: Q1 M1 M2
1. Images in WCC path
WCC: webfolder/dms/prod/images/filename.extention
*Filename should consists only alphanumeric lowercase with only hyphen special character		 Yes No
2. Banner Image Dimensions
Web pages: 956px × 256px
Notifications: 614px × 137px		 Yes No
3. No Broken images Yes No
4. Relevant alternate/alt text to all images No Yes

Content Category: Q2 M1 M2
1. No Content repetition/missing/mismatch against requirement Yes No
2. Precise Event Details (event date, time & venue with contact number and map link as requested) Yes No

Link Category: Q3 M1 M2
1. No links redirecting to error page or different destination Yes No
2. Google Map link pointing exact venue location Yes No
3. Stay connected URLs used as per Portal
Youko and Wiebo included for Simplified Chinese		 Yes No
4. Share widgets share the right links with tracking No Yes
5. All links will open in different tab No Yes

Template and Formatting Category: Q4 M1 M2
1. All hyperlinks in Redwood hyperlink color (#bc6c37) or blue color (#006B8F) No Yes
2. Appropriate formatting of text in the Content (no extra spacing between words, letters, sentences, paragraphs, no extra punctuations) No Yes

Tracking Category: Q5 M1 M2
1. Correct program/channel code used Yes No
2. Tracking created to promote and cross-promote an asset using Tracking URL Generator
http://globalmarketingapp.oraclecorp.com/tracking-url-generator/#!/home 		No Yes

Process Category: Q6 M1 M2
1. Event name to begin with Oracle (or contain Oracle) with 100 being maximum number of character, with no abbreviations.
Exceptions - Chinese/Korean/Japanese; use Oracle sponspored for Sponsord event; Oracle Partner for partnered event		 Yes No
2. No Ethics Disclosure (Disclaimer) included Yes No
3. Oracle Products displayed as in Oracle Approved Names List
https://oracle.sharepoint.com/sites/official-oracle-names-list		 Yes No
4. Certain Event Setup Details matching with Portal data No Yes
5. Promo value depending on the Region No Yes
6. Keywords limited to 100 characters and separated using commas No Yes
7. Short description limited to 250 characters without containing any HTML tags No Yes
9. Banner Text and the Header text on the Welcome Page must not be the same No Yes
10. Relevant Page/Browser Title No Yes
11. Certain > Details > Event Owner > Primary/Secondary requester name and email id No Yes
12. Certain > Details > Assign Role > Registration support > Primary/Secondary requester name and email id to be checked if exists No Yes
13. All non-English language element translations are referred from Master Translation Reference File
https://www.oracle.com/webfolder/s/delivery_production/ops/Certain-Eloqua-StdTranslation.xlsb		 No Yes
14. Developed asset adhering to Oracle Style guidelines
https://docs-uat.us.oracle.com/en/sptest/osgxx/introduction-style-guide.html		 No Yes
15. Cookie Preference consent JS present in the web pages
https://www.oracle.com/us/assets/metrics/ora_code_certain.js
https://www.oracle.com/us/assets/metrics/ora_code.js		 No Yes

QA Checklist – Internal Courtesy-Registrations (Assisted)

Below checklists will help you to verify the built draft of Internal Courtesy-Registrations (Assisted) form is ready for UAT. These are categorized under Process category (Q6) with issues categorized based on their impact (M1-Major; M2-Minor).

Index

Process Category: Q6

Process Category: Q6 M1 M2
1. Ethics Confirmation Required Yes No
2. Form checks for Oracle Email address in 'Your Oracle Email Address' field Yes No
3. The Customer Email field accepts only a Business Email ID Yes No
4. Generates an error message if registrant is government employee Yes No
5. Thank you content displaying ‘Thank you for registering <Customer First Name> <Customer Last Name> for <Event Name> on <Event Date>.’ Yes No
6. Notification based on registration type triggered to the customer with Sales rep in cc field Yes No
7. Excludes Marketing opt-in check Yes No
8. Functional for all registration types standard, monitored and waitlisted
O_Registered = Standard registrations
O_Registration Pending = Monitored registrations
O_Registration Waitlisted = Waitlisted registrations		 Yes No
9. Thank you page with ‘Register Another Customer’ button Yes No
10. Thank you page and Notification displays with ‘Display rules’ Content based on the Registration type Yes No

QA Checklist – Onsite Walk-In Registration

Below checklists will help you to verify the built draft of Inbound Onsite Walk-In Registration form is ready for UAT. These are categorized under Process category (Q6) with issues categorized based on their impact (M1-Major; M2-Minor).

Index

Process Category: Q6

Process Category: Q6 M1 M2
1. Government Employee validation based on the Portal requirement Yes No
1. Country disclaimer validation
-Korea(the Republic of)/Philippines/Turkiye/Japan/Kenya/Nigeria/China
-Country listing with inclusion of 'Eswatini'
-Embargoed Country listing with Exclusion of 'Belarus, Cuba, Democratic People's Republic Of Korea, Iran - Islamic Republic Of, Netherlands Antilles, Russian Federation, Syrian Arab Republic, Venezuela'		 Yes No
3. Customized questions added based on requirement Yes No
4. TY page dynamically directing to Walk-in form after 30 seconds
Direction Script in the Certain: Forms > Walk-In > Confirm > Search for setTimeout('Redirect()', 30000); which is available at the beginning of the code		 Yes No
5. Registration status of registrant in Certain is O_Check In Walk In Yes No
6. No Notifications triggered Yes No
7. Thank you page with ‘Register Another Customer’ button Yes No
8. Additional questionnaire to be added as per portal Yes No

QA Checklist – Agenda based/Multi-Session registration

Agenda based/Multi-Session registration process Flow as follows:

Below checkpoints will help you to verify the built draft EMS is ready for UAT with general checklist of EMS.

Agenda based/Multi-Session registration process M1 M2
1. My Profile: Welcome Page > Profile > Sessions/Multi date agenda>Thanks Page > Confirmation Email > Reminder Email Yes No
2. Non-My Profile: Welcome Page > Non-My Profile Page > Sessions/Multi date agenda > Thanks Page > Confirmation Email > Reminder Email Yes No
3. Confirmation Email > Reminder Email > Selected session/event date with sessions to be displayed Yes No
4. Certain tool >Event setup: MultiFUSC Event: Yes No Yes
5. Certain tool > Registrant database > Validate for registered session/event date, program code/channel code Yes No
6. Certain tool > Agenda > Scheduled> Validate for the item Name, start date, start time and capacity, program code/channel code. Yes No

QA Checklist – Nominations

Nomination process Flow as follows:

Below checklist will help you to verify the built draft Nomination process is ready for UAT. The checklist is divided into module categories and issues are categorized as M1.

Nomination Process M1 M2
1. Workflow:
Nomination Form Entry Page > Nomination Form > Detailed Nomination Form (O_Incomplete Nomination) > Submitted Confirmation Page > Nomination Pending Notification triggered to Nominator (O_Nomination Pending) > Nomination Confirmation Email (O_Nomination Approved) / Nomination Denied Email (O_Nomination Denied) 		Yes No
2. Nomination Form: Government Exclusion? Yes/No (Default ‘Yes’)
Exceptional: If No, verify the disclaimer details provided by the requester. 		Yes No
3. Nomination Registrants with incomplete registration
Registrant status - ‘O_Incomplete Nomination’ 		Yes No
4. Nomination Confirmation page – ‘Add Customer’ CTA button clicked, directing to Nomination form entry page. Yes No
5. Notification sent by Nominator to Approved Nominee sharing either Customer registration passcode or Customer’s lastname and email-id along with registration link via Sales evite or customer invitation email
Registrant status - O_Invited

Footer type in Sales Evite: Resp_Generic_English_Footer 		Yes No
6. Reminder Scheduled based on requirement. Yes No
7. Customer Registration Process can include either:
a. Standard Nominee Registration OR,
b. Waitlisted Nominee Registration		 Yes No
8. Standard Registration Customer Process:

Customer Invitation email > Welcome Page > Customer details verification form page > Non-My Profile Form > Confirmation Page > Confirmation Notification (O_Registered) > Reminder Notifications

Cancellation link (Confirmation & Reminder Notifications) > Email Validation Page > Cancellation Thank You Page > Cancellation Confirmation Notification (O_Cancelled) 		Yes No
9. Waitlisted Registration Nominee Process:

Within Capacity:
Customer Invitation email > Welcome Page > Customer details verification form page > Non-My Profile Page > Thank You page > Waitlist Email Registration Confirmation (O_Registered) > Reminder Notifications

Outside Capacity:
Customer Invitation email > Welcome Page > Customer details verification form page > Add to Waitlist > Non-My Profile Page > Thank You page > Waitlist Waitlisted Email (O_Registration Waitlisted)

Cancellation (Confirmation & Reminder Notifications) > Email Validation Page > Cancellation Thank You Page > Cancellation Confirmation Notification (O_Cancelled) 		Yes No
10. Special Invitee Registration type:

Monitored Registration Nominee Process - Welcome Page > Non-My Profile Page > Thanks Page > Pending Email (O_Special Pending) > Confirmation Email (O_ Special Approved) / Denied Email (O_ Special Denied) > Reminder Emails

Pending/Confirmation/Reminder Email > Cancellation link >Email Validation Page > Cancellation Thanks Page > Cancellation Confirmation Email (O_Cancelled) 		Yes No
11. Oracle Internal Communication footer type is used
Nomination Pending, Nomination Approved & Nomination Declined Notifications		 Yes No
12. All Attendees - High Event Value Org Approval Form Registration type:

Customer Invite with All Attendee Org Approval Email > Welcome Page > Customer details verification form page > Nominee registration form page (O_Incomplete Registration) > Thank You Page > Business Courtesy Pending Email (O_Registration Pending) > Business Courtesy form page > Business Courtesy Approver form page > Business Courtesy Approval Email (O_Registration Approved) / Business Courtesy Denied Email (O_Registration Denied) > Reminder Email

Pending/Reminder Email > Cancellation link > Email Validation Page > Cancellation Thanks Page > Cancellation Confirmation Email (O_Cancelled)		 Yes No
Known Limitations
1. Nomination Form: Thank You Page, Pending, Declined & Approved Emails have personalization as 'Dear #first name' but Customer/Nominee Registration Thank You Page and related notifications have personalization as 'Dear #firstname #lastname'

Ops Team: We will retain as it is now in the default template but can be changed as per the requirement.
2. Customer Invitation Email: CTA text is of the font size 14px which appears in a very smaller font

Ops Team: I updated the font text to 16 in the content while I retained to 14px in the location section for now as it will move to two lines due to space restrictions; however, we have plans to change the email layout, maybe we can work on it in future.
3. Standard Nominee Reg Form - Non MyProfile: The label name changes to 'small' from '1em' on validating 'Registration passcode' form field

Ops Team: Code written for all the error class. Let's retain as it is for now.
4. Waitlisted Nominee Non MyProfile Form (Within Capacity): In the form settings, the registration status of the Nominee is default set to O_Incomplete registration

Ops Team: No action is required. Upon form completion, the status we are updating in options field, not needed here again. It will be like overriding.
5. Special Invitee Event Website page: Enter already registered customer email ID -> Click on 'request a verification code here' text link -> Verification page: The asterisk symbol (*) is positioned too far from the respective field labels

Ops Team: There is a same "td" tag used for the CTA button, we cannot edit for the just the asterisk, and the code isn't editable since its appearing from certain. Kindly ignore this for now.
6. Best Practices - Accessibility:
a) The font color used (#8C857B) for the on-screen content, including instructional text, appears too light and lacks sufficient contrast against the background. This makes it difficult to read, especially for users in low-light environments.

Ops Team: We will retain the same font color for now; however, we have plan to create a new nomination template in lightbox design.

b) Nomination Pending, Declined & Approved Emails: Footer displays thin white line below copyright statement

Ops Team: Known Issue

QA Checklist – Payments

Payment process Flow as follows:

Below checklist will help you to verify the built draft Payment process is ready for UAT. The issues are categorized as M1.

Payment process M1 M2
1. Non-payment process registrants with Oracle ids:
Welcome page > My Profile Form/ Non-My Profile Form with Payment (Email field with Oracle domain & Company field with keyword Oracle) > Thank You Page > Confirmation Email without invoice attachment (Registrant Status - O_Registered ) > Reminder Emails 		Yes No
2. Cancellation Process (Non Payment process):
Confirmation/Reminder Emails > Cancellation link >Email Validation Page > Cancellation Thank You Page > Cancellation Confirmation Email,
Registrant Status - O_Cancelled 		Yes No
3. Registration Flow involving Payment process for customers with Non Oracle Email-ids:
Welcome page > Non-My Profile Form > Verify/Edit Registration Information > Payment information > Billing Address > Enter card type & details > Payment Confirmation page > Registration Confirmation acknowledgment email with invoice attachment (Registrant Status - O_Registered) > Reminder Emails 		Yes No
4. Cancellation Process after Payment:
Confirmation/Reminder Emails > Cancellation link > Email Validation Page > Cancellation Thank You Page > Cancellation To Be Refunded Email (with invoice attachment).
Registrant Status - O_To Be Refunded 		Yes No
5. Refund Process:
Acknowledgment mail with invoice attachment sent by Event manager > Refund Issued Email.
Registration Status - O_Cancelled Refunded 		Yes No
6. Cancellation/refund policy disclosure in the Confirmation Email, Reminder emails, Cancellation Intermediate page, Cancellation To Be Refunded Email and Refund Issued Email

Cancellation/Rescheduling Policy
All cancellations must be received via email and sent to the Oracle registration and housing team. Cancellation of travel and/or hotel reservations is the exclusive responsibility of the registrant. Note: The refund policy does not apply to packages where no registration fee has been paid. Once you pick up your badge credentials onsite, you are not eligible for a refund. Click here to know more about Cancellation/Rescheduling Policy.		 Yes No
7. Certain Event Setup Details matching with Portal data
Event Name, Event Code, Event Start and End Date/Time, Cancellation/Rescheduling Policy, Health & Safety Local Requirement Statement, Ethics disclaimer, Footer Country Code, LanguageCode.		 Yes No
Payment Setup in Certain M1 M2
1. Plan > Event Setup > Overview: Values set as per requirement.

a) Oracle Cost Center
b) Oracle General Ledger
c) Oracle Tax Code 		Yes No
2. Plan > Event Setup > Financials configurations: Values set as per requirement.

a) Online Payment Processing
b) Payment Processing Options
c) Online Payment Security Options
d) Financial Settings 		Yes No
3. Configure fees and Discount codes: Values set as per requirement.
Plan > Event Setup > Attendee Types > Attendee >

a) Registration Fees:
-    Fee Type: Fixed Fee/Discount
b) Tax Rules: Non-Taxable
c) Discount Rules: Apply Discounts
d) Expiration date, Time, Fee Code, Amount - Values set as per requirement.		 Yes No
4. Cancellation Fees: Values set as per requirement.
Plan > Event Setup > Attendee Types > Attendee> Cancellation Fees -

a) Fee Type: Fixed Fee/Discount
b) Expiration date, Time, Fee Code, Amount - as per requirement 		Yes No
5. Forms> Payment> Payment Options> Settings: Values set as per requirement.
a) Available Payment Methods
b) Online Payment Processing
c) Billing Address Options 		Yes No

QA Checklist – Check-In App

Below checkpoints will help you to verify Check In configuration is ready for UAT. These are Process related (Q6) with issues categorized based on their impact (M1-Major; M2-Minor)

Check-In App

These checkpoints are exclusive to Check-In App

M1 M2
1. Engage -> Check-In -> Basic:
a) Temporary Access Code set to EVENT followed by event request number; example- EVENTOER12324232
b) Valid From is set to date & time based on the requirements
c) Valid To date is set to past the event date
d) Registration Status after Check-In set to O_Check In with no email associated
e) Registration Status on Reverting Check In set to Pre-Registered
f) All toggling options should be OFF
-Check Balance Due while Check-In
-Print Badges upon Check-In
-Allow Walk-Ins
-Barcode Scan Settings - Select appropriate value
-Collect Attendee Signature
-Allow OCR Scanning
g) Guest List dropdown - All Attendee types selected(Test Attendee type is optional)
h) Guest List dropdown - Statuses for Approval registrants selected(Note: Option - 'Select ALL/None' not to be selected - O_Check In and Pre-registered statuses are added by default) 		Yes No
2. Engage -> Check-In -> Sessions: Check-In Session Configuration set to OFF Yes No
3. Engage -> Check-In -> Questions: -set as per requirement Yes No
4. Engage -> Check-In -> Profile:
a) Mandatory display of Organization field
b)“Government Employee” included in the span class field for all NA events; rest of the regions will include this based on requirement
c) Mandatory fields will display ‘Required’ as ON and non-mandatory fields as ‘Required’ OFF		 Yes No
5.Check-In via Barcodes
a) Barcode configuration > Barcode Data Format is 'Simple Format'
b) Appropriate Barcode Name provided(ex: OER000112233-Barcode)
c) Barcode Format Option is 'QR Code'
d) 'Select Fields to Add or Remove' with 'Registration Code' selected		 Yes No
Related Topics
 
Landing Pages
 
Audience Segmentation
 
Engage Email
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