PETS Demos

Demo scenarios for demonstrating PETS features are defined here. These can be used as demos for many purposes, such as training an end-user or orienting a new development team member.

General items to be aware of:

1. Some demos may require one or more other demo scenarios to have been completed before running the demo. For instance, a demo that assumes a Job Seeker account is in the DB may require that another demo - which creates the Job Seeker account - is run first. The demo descriptions below indicates any such pre-requisites.

2. The demos assume that the DB has been seeded with data from db/seeds.rb. That seed file creates baseline data records and also a default agency admin account (used for some of the demos).

3. The seeded data includes a number of accounts that can be used to login to the system with various roles. These credentials are listed here.

4. That demos below that involve creating new user accounts (for example, registering as a Job Seeker) require a unique email address to be specified. That be an email address accessible to you, so you can view emails sent by the system. The problem is that most people don't have a lot of email addresses available to them. However, if you have a Gmail address you can use that same address multiple times such that the system will see unique emails. Gmail allows you to add unique identifieys to your gmail address. The Gmail server ignores those and thus your email will still be delivered.

   For example, assume your email address is '[email protected]'. When you create a Job Seeker account, you could specify an email address of [email protected]'. Then, if you create a Job Developer account, you could specify an email address of '[email protected]', and so on. PETS will see those as unique email addresses (which, of course, they are). When PETS send email to such an address, the email will be delivered to your Gmail address.

5. In some of the demos, you will want to be accessing PETS in two browsers at the same time. This is because certain events cause popup notifications to occur in the browser where a PETS user is logged in, if certain conditions are met. For instance, when a job seeker creates an account in PETS, all agency job developers and case managers receive a popup notification that this has occurred. So, to demo that, a Job Developer should be logged into one browser and the Job Seeker should use another browser. The browsers need to be different (e.g. Firefox versus Chrome) because PETS uses cookies that are shared across windows of the same browser.

   In the demo descriptions below, the terms default browser and non-default browser will be used to differentiate between the two. (the default browser is the browser that opens a link that you click on in email). If the demo description does not refer to two such browsers, then you only use one browser for that demo.

6. If you run these demos in your local environment, in addition to the rails server you will also need to run a process that handles delayed emails (sending emails is delayed by approximately 10 seconds in order not to have the PETS user wait during email processing). In a separate console window, run:

bundle exec rake jobs:work

If you are using a "cloud" environment (e.g. Heroku) you will not have to do this.

Demo #1: Invite Job Developer to join PETS

The agency admin will invite other agency people to join PETS via an invitation process. Once the invitation (email) is sent to the agency person the agency admin will set up the attributes for the account of the invited person (e.g. Job Developer). The invited agency person clicks on a link in the invite email, is routed to PETS, and then creates an account password to complete the process.

Step	Description
1	Login as agency admin.
2	In the main menu at top of page, select "Admin", and then "Agency and Partner Companies".
3	Scroll down to the "Agency Personnel" section and click the "Invite Person" button.
4	Enter the required three fields (note the discussion of email address above) and send the invitation.
5	Once that completes, you should be on page with text at the top "Edit Agency Person: <name of invited person>". This allows you to set up the account for the invited person. Go ahead and select an agency Branch, select the role "Job Developer", select one or more job seekers to be assigned to the invited person under "Job Seekers for Job Developer role:", select one or more "Job Specialties", and click the "Update" button. You should then see "Agency Person was updated successfully."
6	Logout of PETS
7	In your email account, you should see the invite email with subject 'Invitation instructions', and including a link to 'Accept invitation'. Click that link.
8	You will be directed to a PETS page which asks you to enter (and confirm) an account password. Do so.
9	You will then be logged in and routed to the "Agency Person Home Page". You should see the job seekers that you had assigned to this person on that page. You should also see a list of job seekers who have not been assigned a Job Developer.

Demo #2: Register as Job Seeker in PETS

A job seeker can create an account in PETS directly (that is, without an invitation). When the account is created, this represents a business event which results in 1) all agency Job Developers (and Case Managers) receive a popup notification in their browser, 2) all agency Job Developers (and Case Managers) receive an email notification, and 3) each agency admin are assigned a task to have a job developer assigned to the job seeker, and a similar task for case manager assignment.

Prerequisites

1. Job Developer created (Demo #1)
2. You are not logged in to PETS

Step	Description
1	In non-default browser, login as the Job Developer (created in demo #1)
2	In default browser, go to the MET|PLUS welcome (root) page
3	Click the 'register as a job seeker' link
4	Enter information in the form fields (don't bother to upload a résumé, however) and click "Create job seeker". (note the discussion of email address above).
5	You should be back at the welcome page, and see "A message with a confirmation and link has been sent to your email address. Please follow the link to activate your account."
6	You should have received an email (with approximately a 10 second delay) with subject "Confirmation instructions", and containing a link "Confirm my account"
7	Click the link in the email, and you will be directed to a login screen for PETS.
8	In the non-default browser (job developer), you will see a popup notification that says "Job Seeker: <name> has joined PETS.". The job seeker's name in the message is a link to view the job seeker's information.
9	Back in default browser, Login with the job seeker credentials. You will be routed to the "Job Seeker Home Page", showing your information, any applications you made (there will be none at this time, of course), and jobs information.
10	The Job Developer (JD) will receive an email with subject "Job seeker registered", notifying the JD that the Job Seeker has created an account in PETS.

Demo #3: Job Developer assigns self to Job Seeker

A job developer can assign himself to a job seeker who does not already have an assigned job developer.

Prerequisites

1. Job Developer created (Demo #1)
2. Job Seeker created (Demo #2)

Step	Description
1	In non-default browser, login as the Job Seeker
2	In default browser, login as the Job Developer
3	You will be on the Job Developer Home page. In the table "Job Seekers without a Job Developer", click on the name of the Job Seeker (created in Demo #2 - you may have to scroll through the table to find that).
4	In the job seeker information, you will see that the job seeker does not have a job developer assigned to him. Click the "Assign Myself" button.
5	The Job Developer assignment on the page will now be updated.
6	In the non-default browser, there will be a popup window indicating the job developer assignment to the job seeker. The job seeker will also receive a notification email.

Demo #4: Agency Admin

This demo will exercise a few of the features available to an agency admin.

Prerequisites

1. Job Developer created (Demo #1)
2. Job Seeker created (Demo #2)

Step	Description
1	In non-default browser, login as the Job Developer
2	In default browser, login as the Agency Admin
3	You will be in the Agency Person Home Page. In the main menu click on "Admin" and then "Agency and Partner Companies"
4	This is one of two admin screens. Scroll down to "Agency Personnel" and click on the name of the Job Developer added in demo #1
5	In this screen, click the "Edit Person" button
6	In the "Edit Agency Person" screen, assign a few additional job seekers to this person (as Job Developer) and click "Update"
7	The Job Developer will be notified of the new assignments (email and popup). (the job seeker would also be notified)
8	In the main menu, click on Admin > Job Properties
9	Here, the admin can manage job specialties (representing areas of focus for job placement activity than be associated with Job Developers) and job skills (which can be assigned to a job).
10	Experiment with deleting (click the "X"), editing (click the name), or adding a speciality or skill

Demo #5: Company Registration

The process for a company to become registered in PETS is:

1. A company person requests registration by entering company information as well as his or her contact information.
2. All agency people receive a notification of the request (email and popup).
3. The agency reviews the request and either approves or denies the request.
4. If the request is denied, an email is sent to the company contact notifying the company of the denial.
5. If approved, an email is sent to the company contact notifying the company of the approval (and also telling the company contact that he or she is now the default "company admin").
6. The company contact is also sent a Devise email with a link to confirm their PETS account (just like that received by a job seeker when they register in PETS).

Step	Description
1	In non-default browser, login as the agency admin
2	Start the default browser - you should be on the "welcome" page
3	On that page, click the "request PETS registration" link
4	Fill out the information on the registration form. Be sure to use an email address - for the company contact - that you have access to (see discussion of email address above in "General items to be aware of"). Click "Create".
5	An email (subject: "Pending approval") will be sent to that address explaining the next step in the process.
6	The agency admin (in non-default browser) should see a notification that the company has registered. An email will also be sent.
7	Switch to the non-default browser. In the main menu, go to Admin > Agency and Partner Companies.
8	Under "Companies", click on the name of the company (showing Status as "Pending Registration").
9	On the next page, click the "Approve" button.
10	The company status now changes to "Active", and a message appears at the top of the page: "Company contact has been notified of registration approval."
11	The company contact receives an email with subject "Registration approved".
12	The company contact also receives an email with subject "Confirmation instructions". Click on the link in that email ("Confirm my account"). This will bring you a login screen (with a message at the top: "Your email address has been successfully confirmed". Login with the credentials entered in the company registration form.

Demo #6: Create Job

Step	Description
1	Login as a company contact
2	In the page footer, click "Post jobs"
3	In the job form, fill out the shown fields. ('Job Location' allows selection of an address from all addresses associated with the company, 'Company Job ID' is a tracking number internal to the company and can be any text).
4	Click "Add Job Skill". Select a job skill, check "Required", and set "Min Years" to any value.
5	Repeat prior step (you can add as many skills as are required/nice-to-have for the job)
6	Click "Create" (if errors are shown, correct those and repeat this step)
7	Click "Home" in the main menu. You should see your added job under "All Widgets, Inc. jobs"

Demo #7: Search Jobs

Step	Description
1	Go to the welcome page and click "Jobs" in the main menu (no need to login)
2	Click the "Search Jobs" button. This will default to showing all jobs.
3	Click the "Show Search Form" link. This is the form for entering search criteria.
4	Click the "Search Help" link. This shows instructions for how to use the form. Dismiss that when done.
5	In the field "Title contains any", enter "regional program" (these individual terms can be separated with spaces or a comma). Click the "Search Jobs" button
6	The page should indicate a number of 14 jobs were found that matched the search criteria. The job title for each will contain one or both of the search words. Note that search terms in the results list are highlighted (light yellow).

Demo #8: Apply to Job

In this demo, a job seeker will apply to a job. When that happens, the following occurs:

1. The job seeker's Job Developer is notified.
2. The job seeker's Case Manager is notified (browser popup and email).
3. The company person associated with the job is notified.
4. A task is added to the company admin's task list that indicates that a job application needs to be reviewed.

For this demo, only the first action will be shown.

Prerequisites

1. Job Developer created (Demo #1)
2. Job Seeker created (Demo #2)
3. Job Developer has assigned self to Job Seeker (Demo #3)

Step	Description
1	In non-default browser, login as the Job Developer
2	In default browser, login as the Job Seeker
3	In the main menu, click the "Jobs" link
4	Click the title of one of the jobs in the "list of job opportunities"
5	In the job display view, click the "Click Here to Apply Online" link at the bottom of the page
6	Click "Apply Now" in the dialog box. You will then see a "congratulations" page with more information about "next steps".
7	In the Job Developer's browser, you will see a popup notification of the job application. An email will also be sent to the Job Developer.