Explore Acceptance Testing

Req_ID

Type

Group

Detail

Feature

Test Case Script

1

Capability

Widget

Explore can be deployed as a widget so it can be embedded in a utility portal

Deployment

2

Capability

Widget

The widget should match the brand guidelines of the utility

Branding Guidelines

Objective: Ensure that the tool adheres to the brand guidelines of the utility, including aspects like colors, fonts, logos, and spacing

Test steps:

Identify key elements such as:

• Approved colors (primary and secondary)

• Font types and sizes

• Logo usage and placement

• Imagery

• Any other specific visual elements

3

Capability

Widget

Error message will be displayed to customer based on ineligibility rules.

Error Handling

4

Capability

Project

All analyses should be contained within a project that is created from the widget home screen.

Project

Objective: Ensure that all analyses are contained within a project that is created from the widget home screen.

Steps:

1. Access the Applications Home Screen

1. Open the application

2. Navigate to the home screen and input a valid Service Agreement ID

2. Verify all analysis are contained in the home screen

1. Locate the "Landing page" after inputing a valid Service Agreement.

2. Verify all analysis pre configured and configured(If applicable) are contained under “My Calculations”

Conclusion:

Following these steps will ensure that all analyses are contained within a project created from the widget home screen, and verify the proper functionality and containment of analyses within the project.

5

Capability

Project

A user can save the project and provide a name for the project.

Save Project

Objective: Verify that a user can save a project and provide a name for the project.

Steps:

1. Access the Applications Home Screen

1. Open the application.

2. Navigate to the home screen and input a valid Service Agreement ID

3. Navigate to the section where projects are created.

2. Create a New Project

2.1 Navigate to the Calculation Section

• Select the “Start My Calculation” button.

2.2 Add a Product

• Locate and click on the “Add Product” button.

2.3 Choose an Electrification Product

• From the pop-up on the right-hand side of the screen, select the desired electrification product.

2.4 Configure the Electrification Product

• Adjust the electrification product according to your preferences and click “Apply.”

2.5 Verify the Addition

• Ensure that your electrification project is now listed under “Clean Energy Products.”

2.6 Save the Project

• Navigate to and click on the “Save & Quit” action button.

2.7 Name the Calculation

• A save calculation screen will appear. In the calculation name field, enter a distinct name for your project as desired.

2.8 Finalize the Save

• Click on the “Save” button.

2.9 Return to Home Page

• The application will redirect you to the home page.

2.10 Verify the Saved Project

• Ensure that your saved project is visible at the top under “My Calculations.”

Conclusion:

Following these steps will verify that a user can save a project and provide a name for the project successfully.

6

Capability

Project

Save Projects default naming convention set be "My Product+Product+Product…project".

Default Naming

Objective: Verify that a user can save a project with default naming convention.

Steps:

1. Access the Applications Home Screen

1. Open the application.

2. Navigate to the home screen and input a valid Service Agreement ID

3. Navigate to the section where projects are created.

2. Create a New Project

2.1 Navigate to the Calculation Section

• Select the “Start My Calculation” button.

2.2 Add a Product

• Locate and click on the “Add Product” button.

2.3 Choose an Electrification Product

• From the pop-up on the right-hand side of the screen, select the desired electrification product.

2.4 Configure the Electrification Scenario

• Adjust the electrification scenario according to your preferences and click “Apply.”

2.5 Verify the Addition

• Ensure that your electrification product is now listed under “Clean Energy Products.”

2.6 Save the Project

• Navigate to and click on the “Save & Quit” action button.

2.7 Name the Calculation

• A save calculation screen will appear. In the calculation name field, by default will appear “My Product+Product+Product…project".

2.8 Finalize the Save

• Click on the “Save” button.

2.9 Return to Home Page

• The application will redirect you to the home page.

2.10 Verify the Saved Project

• Ensure that your saved project is visible at the top under “My Calculations.”

Conclusion:

Following these steps will verify that a user can save a project and provide a name for the project successfully.

7

Capability

Project

A user can delete the project from the settings button.

Delete Project

8

Capability

Modifiers

All modifiers supported in the right-hand banner selection (EV, Solar, Battery, Heat Pump Water Heater, HVAC, Electric Range, Electric Dryer).

Modifiers

Objective: Verify that all modifiers (EV, Solar, Battery, Heat Pump Water Heater, HVAC, Electric Range, Electric Dryer) are supported in the right-hand banner selection.

Steps:

1. Access the Applications Home Screen

1. Open the application.

2. Navigate to the home screen and input a valid Service Agreement ID

2. Initiate a New Calculation or Project

1. Select the “Start My Calculation” button or similar to begin a new project.

3. Verify Each Modifier is preset in the right - hand banner selection

1. EV

2. Solar

3. Battery

4. Heat Pump Water Heater

5. HVAC

6. Electric Range

7. Electric Dryer

Conclusion:

Following these steps will verify that all modifiers (EV, Solar, Battery, Heat Pump Water Heater, HVAC, Electric Range, Electric Dryer) are supported in the right-hand banner selection.

9

Capability

Modifiers

An end user can add an EV and configure model, make, year, charger type, weekday mileage, weekend mileage, and charging time.

EV Configuration

Objective: Verify end user can configure EV modifier.

Steps:

1. Access the Applications Home Screen

1. Open the application.

2. Navigate to the home screen and input a valid Service Agreement ID

2. Initiate a New Calculation or Project

1. Select the “Start My Calculation” button or similar to begin a new project.

3. Configure modifier

1. Electric Vehicle (EV):

   1. Locate and select the “Add Product” button.

   2. In the right-hand banner, find and select “EV” or “Electric Vehicle.”

   3. Click on the “Select” button to add the EV modifier.

   4. Ability to configure (Make, Model, Year, and Charging Power)

   5. Save or apply the configurations.

Conclusion:

Following these steps will verify EV modifier is supported in the right-hand banner selection and can be added and configured correctly.

10

Capability

Modifiers

An end user can add Solar and configure the size of the solar system in kW and the direction the panels are facing.

Solar Configuration

Objective: Verify end user can configure Solar modifier.

Steps:

1. Access the Applications Home Screen

1. Open the application.

2. Navigate to the home screen and input a valid Service Agreement ID

2. Initiate a New Calculation or Project

1. Select the “Start My Calculation” button or similar to begin a new project.

3. Configure modifier

1. Solar:

   1. Locate and select the “Add Product” button.

   2. In the right-hand banner, find and select “Solar.”

   3. Click on the “Select” button to add the Solar modifier.

   4. Ability to configure (System capacity and Orientation)

   5. Save or apply the configurations.

Conclusion:

Following these steps will verify Solar modifier is supported in the right-hand banner selection and can be added and configured correctly.

11

Capability

Modifiers

An end user can add Battery Storage and configure rated capacity (kWh) and resiliency.

Battery Storage Configuration

Objective: Verify end user can configure Battery modifier.

Steps:

1. Access the Applications Home Screen

1. Open the application.

2. Navigate to the home screen and input a valid Service Agreement ID

2. Initiate a New Calculation or Project

1. Select the “Start My Calculation” button or similar to begin a new project.

3. Configure modifier

1. Battery:

   1. Locate and select the “Add Product” button.

   2. In the right-hand banner, find and select “Battery.”

   3. Click on the “Select” button to add the Battery modifier.

   4. Ability to configure (Rated capacity and Resiliency)

Conclusion:

Following these steps will verify Battery modifier is supported in the right-hand banner selection and can be added and configured correctly.

12

Capability

Modifiers

An end user can add a Heat Pump HVAC and configure vintage, heat fuel type, and cool type.

HVAC Configuration

Objective: Verify end user can configure HVAC modifier.

Steps:

1. Access the Applications Home Screen

1. Open the application.

2. Navigate to the home screen and input a valid Service Agreement ID

2. Initiate a New Calculation or Project

1. Select the “Start My Calculation” button or similar to begin a new project.

3. Configure modifier

1. HVAC:

   1. Locate and select the “Add Product” button.

   2. In the right-hand banner, find and select “HVAC.”

   3. Click on the “Select” button to add the HVAC modifier.

   4. Ability to configure (Year home was built, Home size, and heating & cooling type)

Conclusion:

Following these steps will verify HVAC modifier is supported in the right-hand banner selection and can be added and configured correctly.

13

Capability

Modifiers

An end user can add a Heat Pump Water Heater and configure the number of occupants and fuel type.

Heat Pump Configuration

Objective: Verify end user can configure Heat Pump Water Heater modifier.

Steps:

1. Access the Applications Home Screen

1. Open the application.

2. Navigate to the home screen and input a valid Service Agreement ID

2. Initiate a New Calculation or Project

1. Select the “Start My Calculation” button or similar to begin a new project.

3. Configure modifier

1. Heat Pump Water Heater:

   1. Locate and select the “Add Product” button.

   2. In the right-hand banner, find and select “Heat Pump Water Heater.”

   3. Click on the “Select” button to add the Heat Pump Water Heater modifier.

   4. Ability to configure (Occupants and Water heater fuel)

Conclusion:

Following these steps will verify Heat Pump Water Heater modifier is supported in the right-hand banner selection and can be added and configured correctly.

14

Capability

Modifiers

An end user can add an Electric Dryer and configure the number of occupants, dryer fuel type, and type of dryer (electric, heat pump).

Electric Dryer Configuration

Objective: Verify end user can configure Electric Dryer modifier.

Steps:

1. Access the Applications Home Screen

1. Open the application.

2. Navigate to the home screen and input a valid Service Agreement ID

2. Initiate a New Calculation or Project

1. Select the “Start My Calculation” button or similar to begin a new project.

3. Configure modifier

1. Electric Dryer:

   1. Locate and select the “Add Product” button.

   2. In the right-hand banner, find and select “Electric Dryer.”

   3. Click on the “Select” button to add the Electric Dryer modifier.

   4. Ability to configure (Type, Occupants, and Existing type)

Conclusion:

Following these steps will verify Electric Dryer modifier is supported in the right-hand banner selection and can be added and configured correctly.

15

Capability

Modifiers

An end user can add an Electric or Induction Range and configure the number of occupants, range fuel type, and type of range (electric, induction).

Electric Range Configuration

Objective: Verify end user can configure Electric Range modifier.

Steps:

1. Access the Applications Home Screen

1. Open the application.

2. Navigate to the home screen and input a valid Service Agreement ID

2. Initiate a New Calculation or Project

1. Select the “Start My Calculation” button or similar to begin a new project.

3. Configure modifier

1. Electric Range:

   1. Locate and select the “Add Product” button.

   2. In the right-hand banner, find and select “Electric Range.”

   3. Click on the “Select” button to add the Electric Range modifier.

   4. Ability to configure (Type, Occupants, and Existing Type)

Conclusion:

Following these steps will verify Electric Range modifier is supported in the right-hand banner selection and can be added and configured correctly.

16

Capability

Modifiers

An end user can configure one or multiple modifiers (EV, Solar, Battery, Heat Pump Water Heater, HVAC, Electric Range, Electric Dryer).

Modifiers Configuration

Objective: Verify end user can configure one or multiple modifiers (EV, Solar, Battery, Heat Pump Water Heater, HVAC, Electric Range, Electric Dryer).

Steps:

1. Access the Applications Home Screen

1. Open the application.

2. Navigate to the home screen and input a valid Service Agreement ID

2. Initiate a New Calculation or Project

1. Select the “Start My Calculation” button or similar to begin a new project.

3. Add and configure 1 or multiple electrification technologies

1. Electric Vehicle (EV):

   1. Locate and select the “Add Product” button.

   2. In the right-hand banner, find and select “EV” or “Electric Vehicle.”

   3. Click on the “Select” button to add the EV modifier.

   4. Ability to configure (Make, Model, Year, and Charging Power)

2. Solar:

   1. Locate and select the “Add Product” button.

   2. In the right-hand banner, find and select “Solar.”

   3. Click on the “Select” button to add the Solar modifier.

   4. Ability to configure (System capacity and Orientation)

3. Battery:

   1. Locate and select the “Add Product” button.

   2. In the right-hand banner, find and select “Battery.”

   3. Click on the “Select” button to add the Battery modifier.

   4. Ability to configure (Rated capacity and Resiliency)

4. Heat Pump Water Heater:

   1. Locate and select the “Add Product” button.

   2. In the right-hand banner, find and select “Heat Pump Water Heater.”

   3. Click on the “Select” button to add the Heat Pump Water Heater modifier.

   4. Ability to configure (Occupants and Water heater fuel)

5. HVAC:

   1. Locate and select the “Add Product” button.

   2. In the right-hand banner, find and select “HVAC.”

   3. Click on the “Select” button to add the HVAC modifier.

   4. Ability to configure (Year home was built, Home size, and heating & cooling type)

6. Electric Range:

   1. Locate and select the “Add Product” button.

   2. In the right-hand banner, find and select “Electric Range.”

   3. Click on the “Select” button to add the Electric Range modifier.

   4. Ability to configure (Type, Occupants, and Existing Type)

7. Electric Dryer:

   1. Locate and select the “Add Product” button.

   2. In the right-hand banner, find and select “Electric Dryer.”

   3. Click on the “Select” button to add the Electric Dryer modifier.

   4. Ability to configure (Type, Occupants, and Existing type)

4. Configure Each Modifier (Optional)

1. If configuration options are available for each modifier, adjust the settings as desired.

2. Save or apply the configurations.

Conclusion:

Following these steps will verify that all modifiers (EV, Solar, Battery, Heat Pump Water Heater, HVAC, Electric Range, Electric Dryer) are supported in the right-hand banner selection and can be added and configured correctly.

17

Analysis

Impact

User can perform real-time calculations that determine the annual cost and savings due to the applied modifier(s)

Cost Estimates

Objective: Verify that a user can perform real-time calculations to determine the annual cost and savings due to the applied modifier(s)

Steps:

1. Access the Applications Home Screen

1. Open the application.

2. Navigate to the home screen and input a valid Service Agreement ID

2. Initiate a New Calculation or Project

1. Select the “Start My Calculation” button or similar to begin a new project.

3. Add Electrification Technology

1. Locate and select the “Add Product” button.

2. In the right-hand banner, select the desired Electrification technology(s) (e.g., EV, Solar, Battery, Heat Pump Water Heater, HVAC, Electric Range, Electric Dryer).

3. Click on the “Select” button for each modifier to add them to the project.

4. Perform Real-Time Calculations

1. Locate and click on the “Cost estimates” or button to initiate real-time calculations.

2. Select save calculation

3. Wait for the application to process the data and perform calculations.

5. Verify Calculation Results

1. Ensure that the application displays the annual cost and savings results for each applied modifier.

   • Expected Result: The application should provide a detailed breakdown of annual costs and savings due to the applied modifiers.

Conclusion:

Following these steps will verify that a user can perform real-time calculations to determine the annual cost and savings due to the applied electrification technologies, ensuring the functionality and of the calculation feature.

18

Analysis

Impact

Users have the ability to compare the customer’s current scenario against the modifier scenario including rates/programs.

Cost Estimates

Objective: Verify that users have the ability to compare the customer’s current scenario against the modifier scenario, including rates/programs.

Steps:

1. Access the Applications Home Screen

1. Open the application.

2. Navigate to the home screen and input a valid Service Agreement ID

2. Initiate a New Calculation or Project

1. Select the “Start My Calculation” button or similar to begin a new project.

3. Add Electrification Technology

1. Locate and select the “Add Product” button.

2. In the right-hand banner, select the desired Electrification technology(s) (e.g., EV, Solar, Battery, Heat Pump Water Heater, HVAC, Electric Range, Electric Dryer).

3. Click on the “Select” button for each modifier to add them to the project.

4. Perform Real-Time Calculations

1. Locate and click on the “Cost estimates” or button to initiate real-time calculations.

2. Select save calculation

3. Wait for the application to process the data and perform calculations.

5. Verify Comparison Results

1. Ensure that the application displays a side-by-side comparison of the current scenario and the modifier scenario.

   • Expected Result: The application should provide detailed comparisons, including annual costs, savings, and changes in rates/programs.

Conclusion:

Following these steps will verify that users can effectively compare the customer’s current scenario against the modifier scenario, including rates/programs, ensuring the functionality and accuracy of the comparison feature.

19

Analysis

Impact

12-month electric cost chart dollar figures should match with table view.

Cost Estimates

Objective: Verify that the 12-month electric cost chart dollar figures match the figures in the table view.Steps:

1. Access the Applications Home Screen

1. Open the application.

2. Navigate to the home screen and input a valid Service Agreement ID

2. Initiate a New Calculation or Project

1. Select the “Start My Calculation” button or similar to begin a new project.

3. Add Electrification Technology

1. Locate and select the “Add Product” button.

2. In the right-hand banner, select the desired Electrification technology(s) (e.g., EV, Solar, Battery, Heat Pump Water Heater, HVAC, Electric Range, Electric Dryer).

3. Click on the “Select” button for each modifier to add them to the project.

4. Perform Real-Time Calculations

1. Locate and click on the “Cost estimates” or button to initiate real-time calculations.

2. Select save calculation

3. Wait for the application to process the data and perform calculations.

5. Switch to Table View

1. Locate and switch to the table view that displays the 12-month electric cost data.

2. Ensure the table is displaying data for the same 12-month period as the chart.

6. Compare Chart and Table Figures

1. Compare the dollar figures for each month in the chart view against the figures in the table view.

   • Expected Result: The dollar figures in the chart should exactly match the corresponding figures in the table for each month.

Conclusion:

Following these steps will verify that the 12-month electric cost chart dollar figures match the figures in the table view, ensuring data consistency and accuracy across different views in the application.

20

Analysis

Impact

Users have the ability to compare the customer’s current scenario against the modifier scenario including rates/programs.

Cost Estimates

Objective: Verify that users have the ability to compare the customer’s current scenario against the modifier scenario, including rates/programs.:

1. Access the Applications Home Screen

1. Open the application.

2. Navigate to the home screen and input a valid Service Agreement ID

2. Initiate a New Calculation or Project

1. Select the “Start My Calculation” button or similar to begin a new project.

3. Add Electrification Technology

1. Locate and select the “Add Product” button.

2. In the right-hand banner, select the desired Electrification technology(s) (e.g., EV, Solar, Battery, Heat Pump Water Heater, HVAC, Electric Range, Electric Dryer).

3. Click on the “Select” button for each modifier to add them to the project.

4. Perform Real-Time Calculations

1. Locate and click on the “Cost estimates” or button to initiate real-time calculations.

2. Select save calculation

3. Wait for the application to process the data and perform calculations.

5. Verify Comparison Results

1. Ensure that the application displays a side-by-side comparison of the current scenario and the modifier scenario.

   • Expected Result: The application should provide detailed comparisons, including annual costs, savings, and changes in rates and programs.

6. Validate Accuracy of Comparison

1. Cross-check the comparison results with expected outcomes or use a known baseline to verify accuracy.

   • Expected Result: The comparison should be accurate and reflect realistic differences between the current and modifier scenarios.

Conclusion:

Following these steps will verify that users can effectively compare the customer’s current scenario against the modifier scenario, including rates and programs, ensuring the functionality and accuracy of the comparison feature.