Sponsor Administrators can test an activity before it is rolled out to
partners.
You must have set up test mode. Before you enter test mode, make sure that the entire
activity can be tested, since your data is not saved from one test session to another.
When you are testing the activity, make sure the navigation in the dialogs works as
you expect. If it does not, you can rearrange the components in the Dialog
Designer.
Important: To test the predefined activities, you must create
dummy partners and test the predefined activities for the dummy partners. You must not use the Test
mode to test predefined activities.
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Sign in to the PEM Portal as a Sponsor Administrator.
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Select Activities. The list of activity definitions is displayed.
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Select the activity to test, click the arrow in the Actions column and click
Test.
You can also click Test while editing the activity.
You see a confirmation message.
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Click OK to enter test mode. An Activity Overview (Test
Mode) page appears. It has a Partner View tab and
a Sponsor View tab.
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Click the Partner View tab. In the Status/Action
column, click Start task .
A window opens and the name of the first task is displayed.
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Complete the first task and click Finish.
Tip: It is a good idea to take notes on any changes you want to make to the activity
while you are testing. Otherwise, you might forget changes that you want to make.
The task is marked complete.
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Proceed through the tasks as the partner.
If you come to an approval task, Sponsor Task appears in the
Status/Action column, and you must click the Sponsor View tab to shift to the
sponsor view.
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Proceed through the tasks, switching from Partner View to Sponsor View as necessary.
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When you are finished testing, you can exit test mode.