Kuali Cloud Internal test 2-Access Security

Person

-Review Person function layout, tabs, drop down menu

-Search old, new users, each criteria: Principal Name, Principle Id, Entity ID, First Name, Last Name, Employee ID, with and without using wild card *, check sort result ascending and descending

Note: per Brett, we don't use Delegate
-Add permissions including affiliations, groups, roles, dates. 

-Update permissions including affiliations,groups, roles, dates. 

-Remove permissions including groups, roles, dates. 

-Adhoc FYI to a person

-Test Submit, Save, Blanket Approve, Close, Cancel 

-Tested several access requests from web access queue and all processed successfully.

-Review Group function layout, tabs, drop down menu

-Search Group Criteria: Group Id, Group Namespace, Group Name, Group Description, Group Type, Active, Inactive, All, with and without using wild card *, check sort result ascending and descending

-Add new group including dates.

• assign users to the new group.
• assign the new group to a role.
• if not sure how to do the above, look at the year end drop down groups like 10491-YE Accounting (Year End Accounting Group for Post back).
  
  -Update group including descriptions, dates. 

-Remove group, users, dates. 

-Adhoc FYI to a person

-Tested several access requests from web access queue and all processed successfully.

-Test Submit, Save, Blanket Approve, Close, Cancel 

-Review Role function layout, tabs, drop down menu

-Search Role Criteria: Group Id, Group Namespace, Group Name, Group Description, Group Type, Active, Inactive, All, with and without using wild card *, check sort result ascending and descending

-Add new group including dates.

• assign users to the new group.
• assign the new group to a role.
• if not sure how to do the above, look at the year end drop down groups like 10491-YE Accounting (Year End Accounting Group for Post back).
  
  -Update group including descriptions, dates. 

-Remove group, users, dates. 

-Adhoc FYI to a person

-Tested several access requests from web access queue and all processed successfully.

-Test Submit, Save, Blanket Approve, Close, Cancel 

20 Nov 2023 

Role 81 - Budget Construction has been discontinued yet many users retain access in their profiles.  To prevent any issues with Kuali Cloud access, this access must be removed.

3/8/2024 script tested in UAT, pending Rich to update the  script in production.

Search Permission, Create new permission 

View created persmission edoc

1/26/2024 - Tested - create, copy, edit, deactivate all submitted successfully but the Responsibility Details data is missing when tryting to edit, copy or deactive a responsibility. Also, Responsibility Name with an underscore character gives error. When search by Principal Name or Group Name both fail with Incident Report error. Created Jira FinUConn 666.

tested copy, edit, deactivate.  INVR account node reviewer 1/26 Steve - Created New>Went to Inactivate>Blanket Approve>Document Type Name and Route Node Name are now required when they were not required during the time of creation.

FINUCONN-675  Scenario 2 - Unable to deactivate an existing responsibility

FINUCONN-676  Scenario 3 - Responsibility Name error - (Steve - This is happening today in base and is not a bug and will not be fixed per the ticket)

FINUCONN-677  Scenario 4 - Copy a Responsibility is not functioning

FINUCONN-678  Scenario 5 –  Search Responsibility search by Principal Name causes an error

FINUCONN-679  Scenario 6 - Responsibility Search by Group Name causes an error

FINUCONN-672

FINUCONN-675 

FINUCONN-676

FINUCONN-677 

FINUCONN-678  determined to be base issue

fixed by FINP-10716, deployed on 2/21/24

ready to retest. (bruce)

FINUCONN-679  

determined to be base issue

fixed by FINP-10717, deployed on 2/21/24

ready to retest. (bruce)

Y

Y 2/20/2024

 Y 2/20/2024

Y 2/21/2024 - Not an issue

Y 2/20/2024

Y 2/27/2024

Y 2/27/2024

Security Attribute

Bruce

Lan

complete 11/15/23

Y 1/31/2024

1/31/2024 Search Definition with and without wild card, Search Inactive, Search All, Search with Attribute ID, Edit, Copy, Inactivate Definition, all pass  

Set up a new model for a security group. All went ok.
Search, Edit, Copy all working fine. 

lookup works

complete 11/15/23

Tested search criteria. Able to edit and copy.

Tested search criteria. Able to edit and copy.

Tested search criteria. Able to edit and copy.

Searching using State Name does not work. - Confirmed same in production