Application Testing – Applicant testers
After confirming the application's build, it is always a good idea to test the application from the applicant's perspective.
It's suggested that you have at least two, or more individuals test your application form. You will want your testers to test from the applicant’s perspective, therefore each tester will need to have their own Applicant Account. This account should be a valid email account so that they can receive and review all the applicant emails that are sent during the application process and follow any required instructions or links within those emails.
Note: Once an email address is used for any profile type, it cannot be used again to create different profile access, therefore, if any of your testers are going to be using the site as administrators or reviewers, you will not want to use their main (business) email for the Applicant login, they will want to use a different email address when creating their Applicant account.
- Step 1: Create a test user account (If not already created) under the applicant's role type with a valid email address. In order to do so you can also follow the below link.
- Step 2: Ensure that the fund/grant is unpublished for the applicants.
- Step 3: Invite your test user to the application from the Application Invitation Screen as shown in the below link.
- Step 4: After inviting the user, check the mailbox for the user account as you will receive an email regarding the application invitation, click the link in the email and access the application accordingly as shown in the below link.
Once you have reviewed and tested your application and feel confident that the application will suit the applicant's needs and your application process, you can then publish the application for your applicants to start applying to it.