SFReg UAT Test Run

Run set-up

Email redirect	Batches 1-4: only `ShailSingh` active (deploy `0AfAD00000VKLZW0A5`). Restored after batch 4 (deploy `0AfAD00000VKOCQ0A5`): a tester mailbox + TestDigital active, `ShailSingh` inactive. `Allow_Send_To_Actual_Recipients` off throughout
Debug logs	TraceFlags `7tfAD000001u0snYAA` (Shail), `7tfAD000001u0uPYAQ` (Automated Process), `7tfAD000001u0w1YAA` (site guest), SFReg_Debug, 4 h
Test class	Arlo 63461 First Aid Level 1, 30-Nov 8:30 am, Mt Wellington (Quick registration). Attendees are made-up `Etoe <case>` people with `@example.invalid` emails

Observations

After the redirect, other UAT testers' emails also come to you (for example a tester's booking email at 02:18:51Z). Switch it back when the run ends.
Earlier today, before the redirect, other testers' SFReg emails went to a tester mailbox and TestDigital, as designed.
Defect (High): NZQA opt-out is lost on multi-attendee OQC orders (shared ExternalCode__c), see B-15/F-05. For the developer.
Defect (Low): a no-NZQA finish records JourneyOutcome__c = REGISTERED_VERIFIED and no NzqaDeclinedAt__c.
Finding: NSI returns HTTP 400 for a name with digits; the form shows "service isn't answering". Real names rarely have digits, but the message misleads.
Abandoned-email subject greets with the first name on some sends ("Etoe, …") and full name on others ("Etoe B2, …").
Defect (High): SFReg hold cases created through the Training Portal REST call go to CSC queue despite the 15-Nov fix (C-08). Workaround proven: Sforce-Auto-Assign: FALSE on the call.
Defect (Medium): the Training Portal REST call accepts Swapped bookings and a missing status header silently (D-07, D-08).
UAT got very slow from about 3:15 pm NZ: one anonymous Apex call took 30 minutes and still committed.
Finding (Medium, for the developer): the Classroom Portal swap copied the old attendee's actionRequired__c REGISTRATION_NSNCASECREATE onto the new person's CAR a04AD000009fikfYAA (P-06; the old CAR a04AD000009fiBLYAY had asked for NSI help in C-03). The new person had no help case, but the value stops every reminder for them (reminders need blank or REG_ABANDONED). The guest-form swap a04AD000009fiG1YAI came from a CAR with a blank value, so it doesn't show whether that path copies it too.
No 2-day or 7-week reminder email, and no reminder SMS, has ever been sent in UAT: no UAT booking in those windows is marked attended. The eight-week closure has seen 0 bookings every day for the same reason.
Arlo UAT has no OrderProcess (checkout-only) class among 37 upcoming classes checked, so the 405 path (A-14, C-07) can't be tested in UAT as it stands.
Defect (High, X-10): certificates drop macron letters: "Mere-Āta O'Kōwhai" prints as "Mere-ta O'Kwhai" (Helvetica/WinAnsi in the certificate PDF).
Defect (High, E-07): a certificate released by the attendee's own registration (event path) is never issued: SFReg_CertificateIssueQueueable runs as Automated Process and has no access to DynamicCertificatePdfController. The booking sticks at CR.
Defect (Medium, E-07): the hold case can't be closed on that path: Case validation rule Wrap_up_code_is_required.
Defect (High, D-03): a guest can swap the attendee after the class; the page says the name and email are locked but the server accepts the swap (Arlo changed too).
Defect (Medium, F-04): staff opt-in / reopen for NZQA isn't blocked after the course.
B-15 defect is wider: swaps leave Swapped NZQA Required rows on the same ExternalCode__c, so every swapped booking hits AMBIGUOUS on opt-in/opt-out.
Fixed 15-Nov 8:36 pm NZ (QA 0AfBm00000cOX09KAG, UAT 0AfAD00000VKNhm0AH): X-10 macrons on certificates; C-08/C-06 hold-case owner (Case assignment rule entry). Re-tested PASS in UAT.
UAT changed during the run: V0.99.72 (+ PC-16, PC-16b, PC-16c) was deployed to UAT at 8:06 pm NZ (07:06Z) by another session. Batches 1–5b ran on V0.99.71; D-03, F-04, R-11 and the re-tests ran after it.

All UAT use cases

ID	Use case	Group	Result
A-01	OQC booking, On Account, NZQA course	Booking	PASS
A-02	OQC booking paid by card (Pay now)	Booking	NOT RUN
A-03	OQC booking, Offline payment	Booking	PASS
A-04	OQC booking with a donation, Pay now	Booking	NOT RUN
A-05	Donation with Offline payment	Booking	PASS
A-06	Donation refuses On Account	Booking	PASS
A-07	Class must be picked before Create or Pay	Booking	NOT RUN
A-08	Group booking: three attendees	Booking	PASS
A-09	Course without NZQA	Booking	PASS
A-10	New customer: attendee on a Lead	Booking	PASS
A-11	Private course: SFReg sends nothing	Booking	PASS
A-12	Placeholder or blended booking: SFReg sends nothing	Booking	PASS
A-13	Booking after the class (Historic events)	Booking	PASS
A-14	Arlo class that takes checkout only (405)	Booking	BLOCKED
A-15	Failed booking email is recovered by the sweep	Booking	NOT RUN
B-01	Booking-email link opens page 1	Registration links and the guest form	PASS
B-02	Reloading the page uses up the link	Registration links and the guest form	PASS
B-03	Attendee asks for a new link	Registration links and the guest form	PASS
B-04	More than five guest resends in a day	Registration links and the guest form	PASS
B-05	Staff link methods	Registration links and the guest form	PASS
B-06	Older link stops working after a newer one	Registration links and the guest form	PASS
B-07	New link ends an open session	Registration links and the guest form	PASS
B-10	Link for a swapped or cancelled booking	Registration links and the guest form	PASS
B-11	Page 1: correct the name	Registration links and the guest form	PASS
B-12	Page 1: a different email passes the seat on	Registration links and the guest form	PASS
B-13	Page 1: single legal name	Registration links and the guest form	PASS
B-14	Page 2: field rules	Registration links and the guest form	PASS
B-15	Page 2: finish without NZQA	Registration links and the guest form	FAIL
B-16	NSN given, own record, verified	Registration links and the guest form	BLOCKED
B-17	NSN given, wrong details	Registration links and the guest form	PASS
B-18	Name search finds nobody: Create NSN	Registration links and the guest form	BLOCKED
B-19	Name search finds an unverified record: NSI verification	Registration links and the guest form	BLOCKED
B-20	Search stops: two people, merged or inactive	Registration links and the guest form	BLOCKED
B-21	Found under a previous name	Registration links and the guest form	BLOCKED
B-22	Identity check fails, then passes	Registration links and the guest form	BLOCKED
B-23	Identity check: input rules	Registration links and the guest form	PASS
B-25	NSI service not reached	Registration links and the guest form	PASS
B-26	Help button only where it applies	Registration links and the guest form	PASS
C-01	Non-citizen asks for NZQA help	The SFReg cases	PASS
C-02	NSI help after the search stops (On Hold)	The SFReg cases	BLOCKED
C-03	NSI help after a failed check, no stop	The SFReg cases	PASS
C-04	Identity verification cap reached	The SFReg cases	PASS
C-05	NZQA assistance for a residency change	The SFReg cases	PASS
C-06	Certificate-held case (guest or staff path)	The SFReg cases	PASS
C-07	Arlo "register by hand" case	The SFReg cases	BLOCKED
C-08	API path: cert-hold case via the Training Portal REST call with auto-assign on	The SFReg cases	PASS
C-09	API path: sObject update C → CR, as "My StJohn" does	The SFReg cases	PASS
C-10	Watch: every SFReg case since the fix is on the queue	The SFReg cases	PASS
C-11	NSN Create cap reached	The SFReg cases	BLOCKED
C-12	NSN Create finds the person already in NSI	The SFReg cases	BLOCKED
C-14	Possible duplicate attendee	The SFReg cases	PASS
C-15	Staff release a hold and resend	The SFReg cases	PASS
C-16	One help case per link	The SFReg cases	PASS
R-02	Pre-course SMS is off in UAT	Reminders	PASS
R-03	Post-course email two days after the class	Reminders	NOT RUN
R-05	Final reminder in UAT sends the email only	Reminders	BLOCKED
R-06	Finished registration gets no reminder	Reminders	PASS
R-07	No post-course reminder without attendance or NZQA	Reminders	PASS
R-08	Excluded statuses get nothing	Reminders	PASS
R-09	Hourly runs never send twice	Reminders	NOT RUN
R-10	Abandoned form gets the "finish your registration" email	Reminders	NOT RUN
R-11	Historic ordered booking gets no reminders	Reminders	PASS
P-01	Find a class and see its roster	Classroom and Tutor Portal	PASS
P-02	"I am here" on a registered attendee	Classroom and Tutor Portal	PASS
P-03	Confirm Attendance for an attendee not yet registered	Classroom and Tutor Portal	PASS
P-04	Mark all present	Classroom and Tutor Portal	NOT RUN
P-05	Correct a name in the window (same email)	Classroom and Tutor Portal	PASS
P-06	Change the email in the window: swap to another person	Classroom and Tutor Portal	PASS
P-07	Swap refused once the certificate is requested	Classroom and Tutor Portal	PASS
P-08	Switching class closes the Confirm Attendance window (V0.99.69)	Classroom and Tutor Portal	NOT RUN
P-10	Booking removed from the class meanwhile	Classroom and Tutor Portal	PASS
P-11	No access without the permission	Classroom and Tutor Portal	BLOCKED
P-12	Class busy: record lock retries	Classroom and Tutor Portal	NOT RUN
P-13	Tutor Portal shows the same roster	Classroom and Tutor Portal	NOT RUN
P-14	No-show is set outside the portal	Classroom and Tutor Portal	PASS
D-01	Swap before the class syncs to Arlo	Course end: Arlo sync and status updates	PASS
D-02	Change registrant after the class ends (Completed in Arlo)	Course end: Arlo sync and status updates	PASS
D-03	Guest swap after the class is refused	Course end: Arlo sync and status updates	FAIL
D-04	Training Portal sets a result	Course end: Arlo sync and status updates	PASS
D-06	Certificate request in UAT (FSR mode)	Course end: Arlo sync and status updates	BLOCKED
D-07	Missing status header	Course end: Arlo sync and status updates	FAIL
D-08	Unknown or inactive booking id	Course end: Arlo sync and status updates	FAIL
D-10	Several ids: one bad id rolls back all	Course end: Arlo sync and status updates	FAIL
D-11	OQC booking swap without a real Arlo id	Course end: Arlo sync and status updates	PASS
D-12	Salesforce-created class is not synced	Course end: Arlo sync and status updates	BLOCKED
D-13	Nightly trainer and venue on the class (V0.99.71)	Course end: Arlo sync and status updates	PASS
E-01	NZQA certificate for a verified attendee	Certificates	BLOCKED
E-02	Standard certificate: course has no NZQA	Certificates	FAIL
E-03	Standard certificate: attendee declined NZQA	Certificates	PASS
E-04	Held: registration not finished	Certificates	PASS
E-05	Held: NSN not verified	Certificates	BLOCKED
E-06	Released when the attendee finishes with NZQA	Certificates	BLOCKED
E-07	Released when the attendee declines NZQA	Certificates	FAIL
E-08	Staff Release certificate	Certificates	PASS
E-09	Issued once only	Certificates	PASS
E-10	Duplicate request within 15 minutes	Certificates	PASS
E-11	Older booking with no Attempts row	Certificates	PASS
E-13	Check the mode before every certificate run	Certificates	PASS
F-01	Staff: Opt in to NZQA & send email	Close-out: NZQA opt-in, opt-out and the closure batch	FAIL
F-02	Opt in refused while on hold	Close-out: NZQA opt-in, opt-out and the closure batch	PASS
F-03	Reopen after finishing without NZQA	Close-out: NZQA opt-in, opt-out and the closure batch	FAIL
F-04	Opt in refused after a post-course finish	Close-out: NZQA opt-in, opt-out and the closure batch	FAIL
F-05	Attendee opts out on the form	Close-out: NZQA opt-in, opt-out and the closure batch	FAIL
F-06	Eight-week closure of a held booking	Close-out: NZQA opt-in, opt-out and the closure batch	PASS
F-07	Registered just before the closure run	Close-out: NZQA opt-in, opt-out and the closure batch	BLOCKED
F-08	Closure leaves the wrong bookings alone	Close-out: NZQA opt-in, opt-out and the closure batch	PASS
F-09	Closure tidies orphan hold cases	Close-out: NZQA opt-in, opt-out and the closure batch	PASS
X-01	Email gate is off before every run	Negative and edge cases	PASS
X-02	A used link shows no personal details	Negative and edge cases	PASS
X-03	NSI data never reaches the browser	Negative and edge cases	BLOCKED
X-04	Staff tools need their permission	Negative and edge cases	BLOCKED
X-05	Citizen without a residency change gets no non-citizen case	Negative and edge cases	PASS
X-06	Resend refused for an email opt-out	Negative and edge cases	PASS
X-07	Identity cap scope per link kind	Negative and edge cases	PASS
X-08	Name or date of birth changed outside the form	Negative and edge cases	PASS
X-09	Website course move	Negative and edge cases	BLOCKED
X-10	Macrons and apostrophes end to end	Negative and edge cases	PASS
X-11	Finished in one tab, still open in another	Negative and edge cases	PASS
X-12	Prod pre-deploy: the queue exists	Negative and edge cases	PASS

A-01

OQC booking, On Account, NZQA course

PASS

Order	01724964 · `801AD00001G9S58YAF`
CAR	`a04AD000009fhztYAA` · Service 7771180
Lead	`00QAD00000UJEh82AH`
Arlo sync	`a3VAD000001rd4H2AQ` Succeeded · registration 1606397
Email	`02sAD00000C6hrpYAB`

CAR Status__c = NYA, Type Attendee, Role Primary; token issued; Attempts origin INITIAL_REGISTRATION, BookingConfirmedNzqaEmailedAt__c 02:17:30Z.
BookingConfirmationAttendeeNZQA_Dyn sent to shailendra.singh@stjohn.org.nz only.
No OQC schedule email for the attendee (SFReg owns it); the order got the usual "Thanks for your purchase" summary.

Email 02sAD00000C6hrpYAB — `02sAD00000C6hrpYAB`

Email 02sAD00000C6jrZYAR — `02sAD00000C6jrZYAR`

A-02

OQC booking paid by card (Pay now)

NOT RUN

Needs you on screen: the Windcave hosted page and its test card are entered by you, not by me.

A-03

OQC booking, Offline payment

PASS

Order	01724965 · `801AD00001G9ZjDYAV`
CAR	`a04AD000009fi1VYAQ`
Arlo sync	`a3VAD000001rd5t2AA` Succeeded · 1606398
Email	`02sAD00000C6junYAB`

Reference POS-E2E-1501 on OrderDPSTxnRef__c.
CAR NYA; NZQA booking email sent.

Email 02sAD00000C6junYAB — `02sAD00000C6junYAB`

A-04

OQC booking with a donation, Pay now

NOT RUN

Needs you on screen (card on the Windcave page).

A-05

Donation with Offline payment

PASS

Order	01724966 · `801AD00001G9WevYAF`
CAR	`a04AD000009fi37YAA`
Arlo sync	`a3VAD000001rd7V2AQ` Succeeded · 1606399
Emails	`02sAD00000C6jwPYAR`, `02sAD00000C6iFaYAJ`

Lines: First Aid Level 1 $169.57 + donation DON-PRD-OOD-DOTP-40 $20; reference POS-E2E-1505.
Offline with a donation allowed (Training_Course.Allow_Offline_With_Donation__c = true). The donation makes no CAR.

Email 02sAD00000C6jwPYAR — `02sAD00000C6jwPYAR`

Email 02sAD00000C6iFaYAJ — `02sAD00000C6iFaYAJ`

A-06

Donation refuses On Account

PASS

Order	none created

Server refused in assertPaymentAllowed: "An order with a donation is paid by card: use Pay now." The transaction rolled back.

A-07

Class must be picked before Create or Pay

NOT RUN

UI only. Skipped by Shail (15-Nov 8:52 pm NZ): the Chrome tab Claude drives stops at the Microsoft passkey prompt. Run by hand in UAT.

A-08

Group booking: three attendees

PASS

Order	01724967 · `801AD00001G8vu1YAB`
CARs	`a04AD000009fb6UYAQ`, `a04AD000009fb6ZYAQ`, `a04AD000009fb6eYAA`
Arlo sync	`a3VAD000001rd972AA`, `…d982AA`, `…d992AA` Succeeded · 1606400–1606402
Emails	`02sAD00000C6iXKYAZ`, `…iXLYAZ`, `…iXMYAZ`

Three CARs at NYA, three different tokens, three NZQA booking emails (02:18:15, :20, :25Z).
Arlo pushes went one after another, all Succeeded.

Email 02sAD00000C6iXKYAZ — `02sAD00000C6iXKYAZ`

A-09

Course without NZQA

PASS

Order	01724971 · `801AD00001G9TXgYAN` (Mental Health First Aid, Arlo 63119)
CAR	`a04AD000009fi9ZYAQ`
Email	`02sAD00000C6gSIYAZ`

BookingConfirmationAttendee_Dyn (standard) sent; BookingConfirmedEmailedAt__c 02:20:49Z; no NZQA Required add-on.
First try used Basic Life Support (order 01724968, CAR a04AD000009fi4jYAA): it got the NZQA email, correctly, because BLS carries the NZQA Required add-on in UAT. Test data pick, not a defect.
Note: the standard and NZQA templates have the same subject, "…your training is booked - please confirm your details".

Email 02sAD00000C6gSIYAZ — `02sAD00000C6gSIYAZ`

A-10

New customer: attendee on a Lead

PASS

Leads	e.g. `00QAD00000UJEh82AH` (A-01)

Every batch 1 attendee is a new Lead (Lead__c set, Contact__c blank) and got its booking email.

A-11

Private course: SFReg sends nothing

PASS

CARs	`a04AD000009Kxf7YAC`, `a04AD000009L07tYAC`, `a04AD000009L09VYAS`, `a04AD000009bOMLYA2`, `a04AD000009cd3BYAQ` (existing UAT private bookings)
Probe	`batch5/own-probe.apex` (no DML, rolls back)

SFReg_BookingConfirmationOwnership.evaluate → owned false, reason PRIVATE_COURSE for all 5 (AED Workshop, NZP Medic, Transpower AED, FA1 Private).
Emails: the older bookingConfirmationAttendee path sent; no SFReg booking email. On a04AD000009bOMLYA2 staff later sent a form link by hand (CSC_RESEND), which then worked; that is staff choice.
Run on existing bookings, not a new order.

A-12

Placeholder or blended booking: SFReg sends nothing

PASS

Placeholder	`a04AD000008JAjvYAG`, `a04AD000008JAk1YAG` → `PLACEHOLDER`
Blended	`a04AD000009cknpYAA` (First Aid Refresher 15-Dec, add-on `a04AD000009cknrYAA` TRUE) → `BLENDED`

Owned false for both reasons. Placeholder seats got the older bookingConfirmationAttendeeBlendedPvtRef; the blended booking has no SFReg email.
Run on existing bookings, not a new order.

A-13

Booking after the class (Historic events)

PASS

Order	01724969 · `801AD00001G9VcRYAV` (class 63444, 4-Nov, finished)
CAR	`a04AD000009fi6LYAQ`
Arlo sync	`a3VAD000001rdCL2AY` Succeeded · 1606404
Email	`02sAD00000C6hrqYAB` (order receipt, not SFReg)

No token, no Attempts row and no SFReg booking email (owned, silent).
Arlo accepted the registration on the finished class through the registrar.
The order sent an "Here's your purchase receipt" email (OrderReceipt), which the website flow also sends.

Email 02sAD00000C6hrqYAB — `02sAD00000C6hrqYAB`

A-14

Arlo class that takes checkout only (405)

BLOCKED

Probe	`batch5/regmethod3.apex` (GET only)

All 30 upcoming UAT Arlo classes with bookings (17-Nov to 31-Jan, all courses) plus the 7 checked earlier are QuickRegistrationProcess. No OrderProcess class exists in Arlo UAT, so A-14 and C-07 need one set up in Arlo UAT by the training team.

A-15

Failed booking email is recovered by the sweep

NOT RUN

QA-only case (forced send failure); not part of the UAT run.

B-01

Booking-email link opens page 1

PASS

Booking	Order 01724972 · `801AD00001G9X02YAF` (6 attendees on 63461)
CAR	`a04AD000009fiBBYAY`
Token	`a03AD000017msGCYAY` consumed 02:28:22Z
Attempts	`a3GAD0000014MXd2AM` SESSION_OPENED

Page 1 "Confirm who is attending" with the booking name and email; progress Attendee / Details / Identity / Confirmed.
No-token address shows "We couldn't find your registration link".

B-02

Reloading the page uses up the link

PASS

CAR	`a04AD000009fiBBYAY`

Reload shows "This link has already been used" with Resend me another link; no booking details shown (also X-02).

B-03

Attendee asks for a new link

PASS

Attempts	`a3GAD0000014Mar2AE` origin `TOKEN_REISSUE`
Token	`a03AD000017mxKcYAI`
Email	`02sAD00000C6kVtYAJ`

"A fresh registration link has been sent to your email."
AttendeeRegistrationAbandoned_Dyn sent to you; the new link opened page 1.

Email 02sAD00000C6kVtYAJ — `02sAD00000C6kVtYAJ`

B-04

More than five guest resends in a day

PASS

CAR	`a04AD000009fhztYAA` (A-01)

Six requests in two minutes sent 2 emails; the rest got "A fresh link was sent to you recently" (log: "Duplicate throttle hit").
A short throttle blocks rapid repeats before the 5-per-day cap; the daily cap itself was not reached.

B-05

Staff link methods

PASS

CAR	`a04AD000009fiBGYAY`
Attempts	AOB_RESEND 02:32:03Z, CSC_RESEND 02:33:03Z
Email	`02sAD00000C6gvNYAR`

Send new registration email → origin AOB_RESEND + AttendeeRegistrationAbandoned_Dyn.
Open registration form (forced new) → origin CSC_RESEND, no email.
The case quick action (SELF_SERVICE_RESEND) was not run.

Email 02sAD00000C6gvNYAR — `02sAD00000C6gvNYAR`

B-06

Older link stops working after a newer one

PASS

CAR	`a04AD000009fiBGYAY`

Unopened first link shows "This link has been replaced".

B-07

New link ends an open session

PASS

CAR	`a04AD000009fiBGYAY`

Page 2 open; staff issued a new link; Submit showed "This session has ended". Log: "Ended 1 registration session(s) … (reason=new_link)".

B-10

Link for a swapped or cancelled booking

PASS

Old CAR	`a04AD000009fiG1YAI` → Swapped (staff swap, portal service)
New CAR	`a04AD000009fjC5YAI`
Emails	`02sAD00000C6pvNYAR` (new person), `02sAD00000C6pvOYAR` (swapped out)

Opened the old booking's unused link (from email 02sAD00000C6kyvYAB): "This registration link is no longer active … open the most recent link"; no resend button.

Email 02sAD00000C6pvNYAR — `02sAD00000C6pvNYAR`

Email 02sAD00000C6pvOYAR — `02sAD00000C6pvOYAR`

B-11

Page 1: correct the name

PASS

CAR	`a04AD000009fiBBYAY`

First name changed Etoe → Etoea on page 2's "Registering as" (page 1 edit did not take through automation); log "Page-2 name edit persisted"; Service_Recipient_First_Name__c = Etoea; no swap.

B-12

Page 1: a different email passes the seat on

PASS

Old CAR	`a04AD000009fb6eYAA` → `Swapped`
New CAR	`a04AD000009fiG1YAI` `NYA`, Lead `00QAD00000UJFYL2A5`
Arlo	ChangeRegistrant Succeeded
Emails	`02sAD00000C6kyvYAB`, `…kywYAB`, `…kyxYAB`

"Is this information correct?" then "We've sent your new registration link".
New attendee booking email, AttendeeSwapped_Dyn to the old attendee and "A change to your training booking" to the booker.

Email 02sAD00000C6kyvYAB — `02sAD00000C6kyvYAB`

Email 02sAD00000C6kywYAB — `02sAD00000C6kywYAB`

Email 02sAD00000C6kyxYAB — `02sAD00000C6kyxYAB`

B-13

Page 1: single legal name

PASS

CAR	`a04AD000009fb6ZYAQ`

Ticked "I have only one legal name", entered Etoesingle → saved as First ~, Last Etoesingle.

B-14

Page 2: field rules

PASS

CAR	`a04AD000009fiBLYAY`

Phone 0211234 → "Please enter a valid contact number — 8 to 15 digits."
Date of birth 01/02/2030 → "Please enter a date of birth in the past." (shown at Check NSN).
An 8-digit NSN is zero-padded to 10 digits (0012345678), not refused.

B-15

Page 2: finish without NZQA

FAIL

CAR	`a04AD000009fiBBYAY`
Email	`02sAD00000C6kcLYAR`
Add-on	NZQA Required `a04AD000009fiBDYAY` still TRUE

Screen and email right: "Thanks — you're registered", NZQA "Not requested", AttendeeRegistrationConfirmed_Dyn.
Defect: the opt-out was not saved. SFReg_NzqaOptInHandler: "setNzqaRequired returned AMBIGUOUS — opt-in decision NOT recorded." All 6 attendees on this OQC order share ExternalCode__c 9000614, so the add-on can't be matched. Same on A-08 P2 (a04AD000009fb6ZYAQ). On single-attendee A-03 (a04AD000009fi1VYAQ) it worked (add-on FALSE).
Also: JourneyOutcome__c = REGISTERED_VERIFIED (expected REGISTERED_NO_NZQA) and NzqaDeclinedAt__c blank, on both group and single bookings.

Email 02sAD00000C6kcLYAR — `02sAD00000C6kcLYAR`

B-16

NSN given, own record, verified

BLOCKED

Needs the NZQA test data rows (R-A…R-K) and/or a passing Centrix test document.

B-17

NSN given, wrong details

PASS

CAR	`a04AD000009fiBLYAY`
NSI	VERIFY_BY_NSN → NO_RECORD (real call)

NSN 999999990: "We couldn't find a match for your NSN", Check NSN again + Ask us to help shown after one failed check.
The QA/UAT diagnostic panel says "2 tries left before help button appears" while the button is already showing (panel text only).

B-18

Name search finds nobody: Create NSN

BLOCKED

CAR	`a04AD000009fiBaYAI`

Reached: name search → "didn't find one" → Request NSN → identity step. Not finished: needs a Centrix test document that passes.

B-19

Name search finds an unverified record: NSI verification

BLOCKED

Needs the NZQA test data rows (R-A…R-K) and/or a passing Centrix test document.

B-20

Search stops: two people, merged or inactive

BLOCKED

Needs the NZQA test data rows (R-A…R-K) and/or a passing Centrix test document.

B-21

Found under a previous name

BLOCKED

Needs the NZQA test data rows (R-A…R-K) and/or a passing Centrix test document.

B-22

Identity check fails, then passes

BLOCKED

Needs the NZQA test data rows (R-A…R-K) and/or a passing Centrix test document.

B-23

Identity check: input rules

PASS

CAR	`a04AD000009fiBaYAI`

Licence A12345 refused on screen ("two letters then six numbers"), no attempt counted. Passport, birth certificate and under-16 not tried.

B-25

NSI service not reached

PASS

CAR	`a04AD000009fiBaYAI`

Seen in UAT: "We can't check your NZQA record right now", attempts unchanged (0 of 3).
Finding: the cause was NSI refusing the name search with HTTP 400 because the test last name had digits ("B2 P6"). The attendee is told the service isn't answering, which is misleading for a data error.

B-26

Help button only where it applies

PASS

Hidden before any check (P3); shown after one failed NSN check (P3), for Overseas (P4) and for citizen + residency change (P5).

C-01

Non-citizen asks for NZQA help

PASS

Case	00612808 · RT Default · Training - Pre-Registration/NZQA Queries
CAR	`a04AD000009fiBQYAY`
Email	`02sAD00000C6kpFYAR`

Overseas → "We'll need to speak with you"; Ask us to help → case "NZQA registration assistance required — Etoe B2 P4 — First Aid Level 1".
Web / New / Medium / Customer Request - Training / NZQA Query; created by the site guest; AttendeeRegistrationNonNZCitizen_Dyn; EXITED_HELP_REQUESTED.

Email 02sAD00000C6kpFYAR — `02sAD00000C6kpFYAR`

C-02

NSI help after the search stops (On Hold)

BLOCKED

Needs an NZQA test row that stops the search (two people, merged or inactive).

C-03

NSI help after a failed check, no stop

PASS

Case	00612807 · `500AD00000fFiqyYAC`
CAR	`a04AD000009fiBLYAY`
Email	`02sAD00000C6km1YAB`

Case "First Aid registration — NSI verification assistance required — Etoe B2 P3 — First Aid Level 1" on Training - Pre-Registration/NZQA Queries.
actionRequired__c = REGISTRATION_NSNCASECREATE; JourneyOutcome__c = EXITED_HELP_REQUESTED; AttendeeRegistrationCaseCreated_Dyn sent.

Email 02sAD00000C6km1YAB — `02sAD00000C6km1YAB`

C-04

Identity verification cap reached

PASS

Case	00612810 · `500AD00000fFXneYAG`
CAR	`a04AD000009fiBaYAI`
Email	`02sAD00000C6kvhYAB`

Licences AB123456/7/8 → MISMATCH, "2 attempts left", "1 attempt left", then "We couldn't confirm your identity"; Finish → "Your course is booked — we need to talk with you about NZQA".
Case "First Aid registration — Identity verification cap reached — …" on the queue; IdentityCheckAttempts__c = 3; REGISTRATION_IDENT_FAIL; AttendeeRegistrationIdentityFailure_Dyn once.

Email 02sAD00000C6kvhYAB — `02sAD00000C6kvhYAB`

C-05

NZQA assistance for a residency change

PASS

Case	00612809
CAR	`a04AD000009fiBVYAY`
Email	`02sAD00000C6ksTYAR`

Citizen + "change to my residency status" ticked → notice + Ask us to help → case "NZQA registration assistance required — Etoe B2 P5 …" on the queue; AttendeeRegistrationNonNZCitizen_Dyn.

Email 02sAD00000C6ksTYAR — `02sAD00000C6ksTYAR`

C-06

Certificate-held case (guest or staff path)

PASS

Cases	00612816 (REST, auto-assign on), 00612817 (hourly-batch retry), 00612814 (E-11)

Fix deployed 15-Nov 8:36 pm NZ (UAT 0AfAD00000VKNhm0AH).
All new hold cases since the fix are on Training - Pre-Registration/NZQA Queries. The wrap-up-code rule that blocked closing 00612812 only applies to CSC-owned cases, so it no longer bites.

C-07

Arlo "register by hand" case

BLOCKED

Needs the A-14 405 booking; no OrderProcess class in Arlo UAT.

C-08

API path: cert-hold case via the Training Portal REST call with auto-assign on

PASS

CAR	`a04AD000009fiBQYAY`
Case	00612816 · `500AD00000fG6wTYAS` · Training - Pre-Registration/NZQA Queries
Log	`07LAD00000SfYdY2AV`
Fix	Case assignment rule: new first entry RT "NZQA Registration Hold" → Training queue

Fix deployed 15-Nov 8:36 pm NZ (UAT 0AfAD00000VKNhm0AH).
Training Portal PUT status: CR with Sforce-Auto-Assign: TRUE (the header that sent 00612812 to CSC queue): booking held at C; the assignment rule ran ("WF_RULE_ENTRY_ORDER|1 … Case Record Type equals NZQA Registration Hold" → true) and the case stayed on the Training queue; no owner change in CaseHistory.
Before the fix: 00612811 (no header) and 00612812 (TRUE) went to CSC queue; those two old test cases are still on CSC queue.

C-09

API path: sObject update C → CR, as "My StJohn" does

PASS

CAR	`a04AD000009fhztYAA` (A-01)
Case	00612817 · Training - Pre-Registration/NZQA Queries

The sObject PATCH to CR (batch 3) runs no gate by itself. In Prod the hourly CertificateRequest_Hourly_Schedule (CertificateRequestBatchSchedulable, Salesforce Admin) retries every invoiced booking at CR; UAT has no such schedule.
Re-test: ran the batch's own call (requestBulk(…, RETRY)) as Shail on this booking only → HELD: back to C, CertificateHold__c true, hold case 00612817 on the Training queue. So once SFReg is released to Prod (not there yet), a "My StJohn" sObject update is caught within the hour by Prod's existing hourly schedule.

C-10

Watch: every SFReg case since the fix is on the queue

PASS

Cases	00612807, 00612808, 00612809, 00612810

All 4 Web SFReg cases created after 15-Nov 01:30Z are owned by Training - Pre-Registration/NZQA Queries. None came from "My StJohn" yet (C-08/C-09 still to run).

C-11

NSN Create cap reached

BLOCKED

Needs the NZQA test rows and/or a passing Centrix test document (as B-16, B-18).

C-12

NSN Create finds the person already in NSI

BLOCKED

Needs the NZQA test rows and/or a passing Centrix test document (as B-16, B-18).

C-14

Possible duplicate attendee

PASS

CAR	`a04AD000009fiBGYAY` (B2 P2) matched `a04AD000009fiBaYAI` on the same booking (order 01724972)
Case	00612815 · `500AD00000fG2ZPYA0`
Email	`02sAD00000C6qMnYAJ` (registration confirmed)

Staff form link (CSC_RESEND); page 2 as "Etoe Etoesixfix", date of birth 02/02/1990 (same as the other seat), no NZQA, Submit.
Case "Possible duplicate attendee — Etoe Etoesixfix — First Aid Level 1", Web/New, on Training - Pre-Registration/NZQA Queries; no case email; the registration completed. First time this case has been raised in any org.
First try with "Etoea B2" was refused on screen: names can't contain digits.

Email 02sAD00000C6qMnYAJ — `02sAD00000C6qMnYAJ`

C-15

Staff release a hold and resend

PASS

CAR	`a04AD000009fiBaYAI`
Attempts	new AOB_RESEND row, identity attempts 0
Email	`02sAD00000C6jwQYAR`
Case	00612810 stays New

releaseHoldAndResend: "The hold was released. Registration email sent…"; actionRequired__c cleared; new link; case stays open.
Run through Apex, so the on-screen cancel/confirm step was not exercised.

Email 02sAD00000C6jwQYAR — `02sAD00000C6jwQYAR`

C-16

One help case per link

PASS

CAR	`a04AD000009fjQbYAI`
Case	00612818 · Training - Pre-Registration/NZQA Queries

Run through the form's server methods as Shail (the form itself ends the session after help, so a second click can't be made on screen): staff link → consumeToken → submitHelpTicket twice in separate transactions.
Both returned case 00612818 ("Idempotent — existing help ticket on this link returned"); no second case.

R-02

Pre-course SMS is off in UAT

PASS

Run	Run 19:15 NZ (06:15Z) logs `07LAD00000SfWYW2A3`, `07LAD00000SfEi32AF` (caught just before the TraceFlags expired)
Bookings	33 real UAT bookings on 16-17 Nov classes (window = today+2 plus 1 catch-up day)

Rebuilt the job's query for 15-Nov: exactly 33 bookings pass it, and all 33 are in the 19:15 run logs (no extra, none missing).
31 dispatch results USE_CASE_INACTIVE; 2 with no reason logged. No SMS_Message__c row (the only SMS row in 5 days is a 10-Nov Certificate_Issued), no Reminder2dSmsAt__c / Reminder7wSmsAt__c on any Attempts row.
Our own test bookings a04AD000009fij3YAA, a04AD000009fij8YAA (63449, 18-Nov) enter the window at the 16-Nov 00:15 NZ run: re-check then (same query).

R-05

Final reminder in UAT sends the email only

BLOCKED

Window	25-27 Sep classes (7 weeks + catch-up)

Final_NZQA_Reg_Reminder is inactive in UAT (read). Only 2 real bookings in the window, neither attended, so no booking qualifies.
A new test booking can't be made for it: a booking created after its class is skipped by design (V0.99.60 D-187), and real bookings must not be backdated.

R-06

Finished registration gets no reminder

PASS

Run	Run 19:15 NZ (06:15Z) logs `07LAD00000SfWYW2A3`, `07LAD00000SfEi32AF` (caught just before the TraceFlags expired)

Passive, on real UAT bookings: 11 finished registrations on 16-17 Nov classes (REG_COMPLETE 5, REGISTRATION_CONFIRMED 6) and 18 on 11-13 Nov classes were not picked by the 15-Nov runs; no reminder email or SMS.
No reminder markers on any Attempts row in UAT.

R-07

No post-course reminder without attendance or NZQA

PASS

Window	11-13 Nov classes (2-day reminder + 2 catch-up days)

(a) 83 bookings in the post-course window have FATattendance__c blank: none picked, no AttendeeRegistrationReminder2d_Dyn sent.
(b) and (c) not observable: no UAT booking in the window is marked attended, so the NZQA and NZQAReported__c gates are never reached. No 2-day or 7-week reminder email has ever been sent in UAT.

R-08

Excluded statuses get nothing

PASS

Run	Run 19:15 NZ (06:15Z) logs `07LAD00000SfWYW2A3`, `07LAD00000SfEi32AF` (caught just before the TraceFlags expired)

Not picked: pre-course CS 2, Swapped 2; post-course CS 9, DNA 7, Swapped 9. Transferred, Cancelled, Deceased not present in the windows.

R-09

Hourly runs never send twice

NOT RUN

Needs a reminder that was sent (R-03, after 20-Nov). The job does run hourly (165 dispatch jobs in 3 days) without making SMS rows.

R-10

Abandoned form gets the "finish your registration" email

NOT RUN

CAR	`a04AD000009fij8YAA` (63449)

Staff link opened and left on page 2 at 7:56 pm NZ (06:57Z). The abandonment sweep should mark it REG_ABANDONED and email a new link after 5 h (from about 1 am NZ, 16-Nov).

R-11

Historic ordered booking gets no reminders

PASS

CAR	`a04AD000009fiSvYAI` (63444, 13-Nov NZ; made 15-Nov after the class; attended; NZQA Required TRUE)
Log	`07LAD00000SfVsa2AF` (SFReg SMS Reg Reminder Hourly, 8:15 pm NZ)

The 2-day query returned exactly this booking (Rows: 1: it passes attendance, NZQAReported__c and the NZQA gates); filterOutTerminalOutcomes kept it; dropHistoricBookings removed it (event1bCars → []). No dispatch job, no email, no Reminder2dEmailedAt__c, no SMS row.

P-01

Find a class and see its roster

PASS

Class	63461 First Aid Level 1, Mt Wellington, 30-Nov

Run through the portal's server methods (SFReg_ClassroomPortalService) as Shail, because the controlled Chrome window kept returning to the Microsoft passkey sign-in.
findRoster('63461'): 5 bookings (4 NYA, 1 DNA), all ours; C, CS, NC and Swapped bookings left off, as designed.

P-02

"I am here" on a registered attendee

PASS

CAR	`a04AD000009fb6ZYAQ` (registered)

Run through the portal's server methods (SFReg_ClassroomPortalService) as Shail, because the controlled Chrome window kept returning to the Microsoft passkey sign-in.
markAttending → Status__c = ATT.

P-03

Confirm Attendance for an attendee not yet registered

PASS

CAR	`a04AD000009fiBaYAI`

Run through the portal's server methods (SFReg_ClassroomPortalService) as Shail, because the controlled Chrome window kept returning to the Microsoft passkey sign-in.
Details saved (P-05), then markAttending → ATT; registration still unfinished.

P-04

Mark all present

NOT RUN

Feature removed from the portal page on 25-Aug (only an unused controller method remains). Plan to drop or rewrite this case.

P-05

Correct a name in the window (same email)

PASS

CAR	`a04AD000009fiBaYAI`
Email	`02sAD00000C6ndRYAR`

Run through the portal's server methods (SFReg_ClassroomPortalService) as Shail, because the controlled Chrome window kept returning to the Microsoft passkey sign-in.
Last name → Etoesixfix, same email: no swap; not finished, so AttendeeRegistrationAbandoned_Dyn with a new link.

Email 02sAD00000C6ndRYAR — `02sAD00000C6ndRYAR`

P-06

Change the email in the window: swap to another person

PASS

Old CAR	`a04AD000009fiBLYAY` → Swapped
New CAR	`a04AD000009fikfYAA` at `PR`
Arlo	ChangeRegistrant Succeeded
Emails	`02sAD00000C6nf3YAB`, `02sAD00000C6nf4YAB`

Run through the portal's server methods (SFReg_ClassroomPortalService) as Shail, because the controlled Chrome window kept returning to the Microsoft passkey sign-in.
Task "Attendee Swapped - Etoe B2 P3"; new person got the NZQA booking email (the plan said the abandoned email); old attendee got AttendeeSwapped_Dyn.

Email 02sAD00000C6nf3YAB — `02sAD00000C6nf3YAB`

Email 02sAD00000C6nf4YAB — `02sAD00000C6nf4YAB`

P-07

Swap refused once the certificate is requested

PASS

CAR	`a04AD000009fi1VYAQ` (CS)

Run through the portal's server methods (SFReg_ClassroomPortalService) as Shail, because the controlled Chrome window kept returning to the Microsoft passkey sign-in.
Refused inside updateAttendeeDetails (the CR/CP/CS lock); booking unchanged, no new CAR. The message text itself only shows in the UI.

P-08

Switching class closes the Confirm Attendance window (V0.99.69)

NOT RUN

UI only. Skipped by Shail (15-Nov 8:52 pm NZ): the Chrome tab Claude drives stops at the Microsoft passkey prompt. Run by hand in UAT.

P-10

Booking removed from the class meanwhile

PASS

CAR	`a04AD000009fb6eYAA` (Swapped)

Run through the portal's server methods (SFReg_ClassroomPortalService) as Shail, because the controlled Chrome window kept returning to the Microsoft passkey sign-in.
markAttending refused in assertRosterBooking ("This booking is no longer on the class list…"); no write.

P-11

No access without the permission

BLOCKED

Needs a test user without Classroom Portal access to sign in as (as X-04).

P-12

Class busy: record lock retries

NOT RUN

Can't be forced from here: Salesforce waits up to 10 s for a lock and anonymous Apex can't hold one longer (10 s CPU limit). By code: a UNABLE_TO_LOCK_ROW on save becomes CLASS_BUSY (SFReg_ClassroomPortalService.isLockError / classBusy); the 3 s / 6 s retries are in the page. Needs two people saving on one class at once.

P-13

Tutor Portal shows the same roster

NOT RUN

UI only. Skipped by Shail (15-Nov 8:52 pm NZ): the Chrome tab Claude drives stops at the Microsoft passkey prompt. Run by hand in UAT.

P-14

No-show is set outside the portal

PASS

CAR	`a04AD000009fb6UYAQ`

Set to DNA by the REST call (D-04); the roster lists it with status DNA (No show group).

D-01

Swap before the class syncs to Arlo

PASS

Sync rows	`a3VAD000001rdM12AI` (guest swap, `a04AD000009fiG1YAI`), `a3VAD000001rdQr2AI` (portal swap, `a04AD000009fikfYAA`)

Both ChangeRegistrant rows Succeeded on the first try (B-12, P-06). Bookings are OQC orders, which keep the real Arlo id since ss.arlo.11. Not checked on the Arlo screen.

D-02

Change registrant after the class ends (Completed in Arlo)

PASS

Old CAR	`a04AD000009fi6LYAQ` → Swapped
New CAR	`a04AD000009fiSvYAI`
Arlo	event 63444 Status Completed; registration 1606404 now Latesam Afterclass, e2e-d02-new@example.invalid (GET 15-Nov 8:10 pm)

Staff change through the Classroom Portal service after the class; Salesforce swap, swapped-out and booker emails; sync row Succeeded.
Confirmed in Arlo UAT by API GET: the change is real. Arlo accepts a change of registrant on a Completed event, so the plan's expectation ("Arlo refuses") was wrong; plan to update.

D-03

Guest swap after the class is refused

FAIL

Old CAR	`a04AD000009fiSvYAI` → Swapped
New CAR	`a04AD000009fkOHYAY` (NYA)
Sync row	ChangeRegistrant Succeeded
Emails	`02sAD00000C6r4LYAR` (swapped out), `02sAD00000C6r4MYAR` (booker)

Staff form link (after-class allowed, CSC_RESEND) on the finished class 63444. Page 1 said "This course has now finished … your name and email address are locked", but the email field stayed editable; a new email led to "Is this information correct?" → Yes → "We've sent your new registration link".
Defect (High): the swap went through after the class (log "Swap complete — newCar=a04AD000009fkOHYAY"), Arlo registration changed, swap emails sent. Expected refusal post_event_closed, no new CAR, no sync row.
Also: the screen says a new link was sent to the new email, but nothing was sent and no Attempts row was made (the new CAR counts as booked after the class, so SFReg stays silent).
Run after the 8:15 pm reminder run so R-11 stayed clean.

Email 02sAD00000C6r4LYAR — `02sAD00000C6r4LYAR`

Email 02sAD00000C6r4MYAR — `02sAD00000C6r4MYAR`

D-04

Training Portal sets a result

PASS

CARs	C: `a04AD000009fi37YAA`, `a04AD000009fhztYAA`, `a04AD000009fi9ZYAQ`, `a04AD000009fi1VYAQ`, `a04AD000009fiBBYAY`, `a04AD000009fiBGYAY`; DNA: `a04AD000009fb6UYAQ`; NC: `a04AD000009fiBVYAY`

PUT /services/apexrest/v1/contactAssetRoles with header status C, DNA, NC → HTTP 200 "Updated the ContactAssetRole__c Status__c value".
Status__c set; LastModifiedByContact__c = the updatedBy Contact; LastModifiedDateByContact__c = updatedAt. No certificate activity.

D-06

Certificate request in UAT (FSR mode)

BLOCKED

Needs the NZQA test rows and/or a passing Centrix test document (as B-16, B-18).

D-07

Missing status header

FAIL

Without the status header the call returns HTTP 200 with an empty body (code and message null). Expected 400 "No status value found in header". Nothing changed, but the caller can't tell.

D-08

Unknown or inactive booking id

FAIL

CAR	`a04AD000009fb6eYAA` (Swapped)

Defect (Medium): a Swapped booking was accepted: HTTP 200 and Status__c Swapped → C. The Training Portal path doesn't check the booking is active. Restored to Swapped afterwards by the same call.

D-10

Several ids: one bad id rolls back all

FAIL

CARs	`a04AD000009fiBQYAY` + `a04AD000009fb6eYAA`

No id was refused (see D-08), so both changed; the rollback path was never reached.

D-11

OQC booking swap without a real Arlo id

PASS

Old CAR	`a04AD000009fjC5YAI` → Swapped
New CAR	`a04AD000009fjQbYAI`
Sync row	`a3VAD000001rdc92AA` FailedPermanent
Emails	`02sAD00000C6o4sYAB`, `02sAD00000C6o4tYAB`

Set the test booking's arloRegistrationId to the marker PUB-CREATED:63461 (was 1606402), then a staff swap.
Salesforce swap done; sync row "changeRegistrant: HTTP 404 — this booking has no Arlo registration id (PUB-CREATED:63461). Swap the attendee in Arlo by hand." No case raised for it (known: a failed ChangeRegistrant makes no case). Arlo 1606402 still shows "Swaptwo Btenperson".

Email 02sAD00000C6o4sYAB — `02sAD00000C6o4sYAB`

Email 02sAD00000C6o4tYAB — `02sAD00000C6o4tYAB`

D-12

Salesforce-created class is not synced

BLOCKED

UAT has SF-created classes (e.g. S90000361, FA1 18-Nov), but all their bookings are real customers'. OQC can't book an S class (it looks the class up in Arlo).

D-13

Nightly trainer and venue on the class (V0.99.71)

PASS

Parent	`02iAD000005DCmrYAG` (63087) `EventContactName__c` = Kohan Carden
Bookings	`02iAD000006G5RhYAK`, `02iAD000008eKY5YAM`
Runs	`707AD00001nuvLE`, `707AD00001nuv0L` (14-Nov)

Run on 14-Nov (Shail's go); re-read 15-Nov: bookings' Product_Capability_Description__c = "Hato Hone St John Mt Wellington, 10 Harrison Road, Mt Wellington, Auckland, 1060" (OQC format), VenueName rows "Hato Hone St John Mt Wellington".
Portal header with the trainer not checked (UI). Nightly schedule and backfill not set up yet in UAT.

E-01

NZQA certificate for a verified attendee

BLOCKED

Needs the NZQA test rows and/or a passing Centrix test document (as B-16, B-18).

E-02

Standard certificate: course has no NZQA

FAIL

CAR	`a04AD000009fi9ZYAQ` (MHFA)
File	Cert_Etoe_Ab_8382015_20261115
Email	`02sAD00000C6lVBYAZ`

Certificate PDF filed and PostCourseCompletionCert_Dyn sent, but CS was not written: "emailed but CS not written: unable to obtain exclusive access to this record (recorded ISSUED: the next request sets it to CS)".
Left at CR until the next request; a repeat CR (E-09) set it to CS. CertificateRequestBatch is not scheduled in UAT, so without a repeat call it would stay at CR.

Email 02sAD00000C6lVBYAZ — `02sAD00000C6lVBYAZ`

E-03

Standard certificate: attendee declined NZQA

PASS

CAR	`a04AD000009fi1VYAQ` (A-03, single booking)
File	Cert_Etoe_A_8381975_20261115
Email	`02sAD00000C6hWZYAZ`

CR → certificate filed, PostCourseCompletionCert_Dyn, Status__c = CS (no CP step). Decision fields on Attempts aren't readable by my user (FLS), so STANDARD/NZQA_DECLINED is inferred from the issue.

Email 02sAD00000C6hWZYAZ — `02sAD00000C6hWZYAZ`

E-04

Held: registration not finished

PASS

CAR	`a04AD000009fi37YAA` (A-05)
Case	00612812 · `500AD00000fFopoYAC` · RT NZQA_Registration_Hold

CR → back to C; CertificateHold__c = true; reason NZQA_REGISTRATION_INCOMPLETE; hold case "NZQA registration incomplete — certificate held", Web/Medium, Registration_Hold_CAR__c set; no certificate email.
Owner was wrong: see C-08.

E-05

Held: NSN not verified

BLOCKED

Needs the NZQA test rows and/or a passing Centrix test document (as B-16, B-18).

E-06

Released when the attendee finishes with NZQA

BLOCKED

Needs the NZQA test rows and/or a passing Centrix test document (as B-16, B-18).

E-07

Released when the attendee declines NZQA

FAIL

CAR	`a04AD000009fi37YAA`
Job	`707AD00001nzPjdYAE` Failed (Automated Process)
Recovered	Cert_Etoe_A_8381980_20261115 · `02sAD00000C6nokYAB` · `CS`
Case	00612812 still New (CSC queue, pre-fix)

Release on the attendee's own finish worked (NZQA_OPT_OUT, STANDARD), but the immediate certificate job runs as Automated Process from the event and fails: "no access to DynamicCertificatePdfController". Open for the developer: skip that attempt in the event context (or run the event as a named user).
Recovery proven: the Prod hourly retry's call (requestBulk(…, RETRY), as Shail, this booking only) issued the standard certificate and set CS. After the SFReg release, Prod's existing hourly schedule would issue it within the hour; in UAT nothing retries (no schedule; 77 invoiced CR bookings, so not scheduled).
Hold case 00612812 stays open (it was created on CSC queue before the C-08 fix); the eight-week closure tidies CS bookings that are still flagged (up to 10 a day).

Email E-07-registered — `E-07-registered`

Email 02sAD00000C6q0DYAR — `02sAD00000C6q0DYAR`

Email 02sAD00000C6nokYAB — `02sAD00000C6nokYAB`

E-08

Staff Release certificate

PASS

CAR	`a04AD000009fiBBYAY` (B2 P1, held; NZQA Required stuck TRUE by the B-15 defect)
Case	00612811 stays New

(a) releaseCertificate → NOT_READY "Not ready for a certificate: NSN_MISSING…"; hold stays true, case stays open.
(b) "held booking now entitled" not run: E-07 showed the automatic release fires first, so no held-and-entitled booking was left to release by hand.

E-09

Issued once only

PASS

CARs	`a04AD000009fi1VYAQ`, `a04AD000009fi9ZYAQ`

Repeat CR → "completed again after their certificate was sent: set back to CS, nothing issued". Still one certificate email each.

E-10

Duplicate request within 15 minutes

PASS

CAR	`a04AD000009fjATYAY`
Logs	`07LAD00000SfVkU2AV` (1st CR 06:38:06Z), `07LAD00000SfGtZ2AV` (2nd CR 06:38:08Z)

Two CR PUTs 2 seconds apart, both HTTP 200. The second logged inFlightSkipped 1; one certificate file and one PostCourseCompletionCert_Dyn only; CS.

E-11

Older booking with no Attempts row

PASS

Order	01724976 · `801AD00001G9p3FYAR` (historic, class 63300, 14-Sep NZ)
CAR	`a04AD000009fj8rYAA`
Arlo sync	CreateRegistration Succeeded
Case	00612814 · `500AD00000fFsKCYA0` · RT NZQA_Registration_Hold · Training - Pre-Registration/NZQA Queries
Email	`02sAD00000C6maxYAB`

Booked after the class, so no Attempts row and no booking email (as A-13). Marked attended; Training Portal PUT C, then CR (with Sforce-Auto-Assign: FALSE, the C-08 workaround).
Held: back to C, CertificateHold__c true, hold case on the Training queue; an AttendeeRegistrationAbandoned_Dyn invite went out and a new Attempts row (INITIAL_REGISTRATION) was made.
This booking is the F-06 subject: the 16-Nov 10:30 am NZ closure run should opt it out and issue a standard certificate.

Email 02sAD00000C6maxYAB — `02sAD00000C6maxYAB`

E-13

Check the mode before every certificate run

PASS

OrderAPIOutbound: UAT true (FSR), QA false (FIS), read 15-Nov 7:30 pm NZ. Unchanged, so groups D and E stand.

F-01

Staff: Opt in to NZQA & send email

FAIL

CAR	`a04AD000009fij8YAA` (2-attendee order 01724975)
Email	`02sAD00000C6lN9YAJ`

Result: "NZQA opt-in not recorded: this booking has more than one NZQA option record; Training Administration needs to correct the booking first." Email with a new link still sent (AOB_OPT_IN_AND_RESEND).
Same root cause as B-15: every OQC booking with 2+ attendees shares ExternalCode__c, so staff can't change NZQA on any of them.

Email 02sAD00000C6lN9YAJ — `02sAD00000C6lN9YAJ`

F-02

Opt in refused while on hold

PASS

CAR	`a04AD000009fi37YAA` (A-05)
Case	00612812 stays New

Opt-in returned ALREADY_SET and sent a new link; CertificateHold__c stays true and the hold case stays open (opt-in never releases a hold).
No HOLD_RELEASE_CONFIRM_REQUIRED prompt: that applies to a registration hold (help/identity), not a certificate hold. Plan text to clarify.

Email 02sAD00000C6lNAYAZ — `02sAD00000C6lNAYAZ`

F-03

Reopen after finishing without NZQA

FAIL

CAR	`a04AD000009fi1VYAQ` (A-03, CS)

Refused: CAR_INELIGIBLE "This booking is in status Certificate Sent — the attendee cannot register on it." The plan expected a reopen confirmation (V0.99.45). Likely by design since C-137 ("CS ends registration"); confirm with the developer and update the plan.

F-04

Opt in refused after a post-course finish

FAIL

CAR	`a04AD000009fkOHYAY` (finished without NZQA after class 63444; `REGISTERED_NO_NZQA`)

Form finished after the class without NZQA (staff link), then Act on Behalf → Opt in to NZQA: REOPEN_CONFIRM_REQUIRED ("Adding NZQA reopens their registration: confirm it on the panel first"); the panel's confirm (reopenForNzqaAndResend) went on to the NZQA write and stopped only on OPT_IN_NOT_RECORDED (AMBIGUOUS). Nothing changed.
Defect (Medium): the after-course read-only rule (ERR_AFTER_COURSE_READ_ONLY) did not stop the opt-in or the reopen; only the AMBIGUOUS add-on did.
Defect extends B-15: the booking now has three NZQA Required rows on one ExternalCode__c (two Swapped from the swaps + one TRUE), so the attendee's own opt-out was also "AMBIGUOUS — not recorded". Any swapped booking, even a single-attendee one, loses NZQA opt-in/opt-out.

F-05

Attendee opts out on the form

FAIL

CARs	`a04AD000009fiBBYAY` (group, held as 00612811); `a04AD000009fi1VYAQ` (single, standard certificate)

See B-15. Consequence proven: B2 P1 declined NZQA but the add-on stayed TRUE, so its CR was held (NZQA_REGISTRATION_INCOMPLETE, case 00612811) instead of getting a standard certificate. The single booking A-03 got its standard certificate.

F-06

Eight-week closure of a held booking

PASS

CAR	`a04AD000009fj8rYAA` (E-11 booking, class 63300 14-Sep, attended, held at C)
Job	`707AD00001nzKeVYAU` (`SFReg_PostCourseCertClosureBatch.runNow()` as Shail = the 10:30 NZ daily job, run early)
Case	00612814 Closed
File	Cert_Etoe_E_8382110_20261115
Email	`02sAD00000C6rh3YAB`

Checked first: only this booking was in the window (attended, C/CR, 23-Aug to 20-Sep).
Log: "seen 1, closed out 1". NZQA Required → FALSE; AutoOptOutClosedAt__c set; standard certificate issued (job ran as Shail, Completed); AutoOptOutNZQACertSend_Dyn sent; Status__c CS; hold case Closed with "Auto opt-out at eight weeks: NZQA registration not completed; standard certificate requested."

Email 02sAD00000C6rh3YAB — `02sAD00000C6rh3YAB`

F-07

Registered just before the closure run

BLOCKED

Needs a verified NSN finish (NZQA test rows / Centrix).

F-08

Closure leaves the wrong bookings alone

PASS

Logs	`SFREG_Log__c` finish rows 08-15 Nov

The batch only selects attended bookings at C/CR; every daily run 08-15 Nov logged "seen 0" (no UAT booking 56-84 days old is marked attended), so none of the not-attended, ATT or CS bookings was touched.

F-09

Closure tidies orphan hold cases

PASS

Case	00612674 · `500AD00000een0RYAQ` (RT NZQA_Registration_Hold)
CAR	`a04AD000009TCK2YAO` (Swapped)

The 12-Nov 10:30 NZ run closed it with "Closure reason: Booking swapped, transferred or cancelled: hold no longer applies." (log: "orphan bookings tidied 1"). The CS tidy branch was not seen.

X-01

Email gate is off before every run

PASS

Allow_Send_To_Actual_Recipients = false (read 15-Nov).

X-02

A used link shows no personal details

PASS

Used-link screen shows no name, email or booking (B-02).

X-03

NSI data never reaches the browser

BLOCKED

Needs someone else's NSN from the NZQA test rows.

X-04

Staff tools need their permission

BLOCKED

Needs a test user without Act on Behalf / Classroom Portal access to sign in as; none exists and creating one is a write.

X-05

Citizen without a residency change gets no non-citizen case

PASS

CAR	`a04AD000009fiBVYAY`

Citizen, box unticked: no notice, Check NSN enabled, no help button.

X-06

Resend refused for an email opt-out

PASS

CAR	`a04AD000009fi4jYAA` (A-09 BLS)
Person	Lead `00QAD00000UJEpC2AX` → Contact `003AD000017n8jIYAQ` (opted out of transactional email)

Set HasOptedOutOfTransactionalEmail__c on the test Lead; opened a staff link; on "This link has already been used" → Resend me another link: "We can't email you a new link because you've asked us not to send you emails. Please call us on 0800 FIRST AID…". No new Attempts row, no email.
Opening the link converted the Lead to a Contact (the opt-out carried over). Finding (Low): a reload while the first load was still converting the Lead showed "Something went wrong with your registration" (log "Lead not found", the Lead had just been converted) instead of the used-link screen. The page itself says not to refresh while loading.

X-07

Identity cap scope per link kind

PASS

CAR	`a04AD000009fiBaYAI`

After the cap, the AOB_RESEND link started with identity attempts 0 (fresh allowance). CSC_RESEND not tried on this booking.

X-08

Name or date of birth changed outside the form

PASS

(a) CAR	`a04AD000009fiBaYAI` (started, NZQA on); DOB row `a0LAD00000HRPa12AH`
(b) CAR	`a04AD000009fi1VYAQ` (CS); DOB row `a0LAD00000HROpG2AX`
Email	`02sAD00000C6qOPYAZ`

Direct edit of the attendeeDateOfBirth row as Shail.
(a) First edit while the latest link was unopened: "the registration has not started, so nothing is reset" (by design). Opened the newest link, edited again: "Registration reset after a details change (date of birth); new link emailed" — Attempts TOKEN_REISSUE, the open session ended, AttendeeRegistrationAbandoned_Dyn.
(b) "Details changed (date of birth) after finishing (certificate sent): no reset; the panel flags it."

Email 02sAD00000C6qOPYAZ — `02sAD00000C6qOPYAZ`

X-09

Website course move

BLOCKED

Needs a website booking moved to another class; website checkout isn't driven in this run, and OQC bookings don't use that path.

X-10

Macrons and apostrophes end to end

PASS

CAR	`a04AD000009fjATYAY`
Fix	`DynamicCertificatePdfController.unicodeSafe` + `DynamicCertificatePdfX10Test`
Before	`Cert_MereĀta_OKōwhai_8382115_20261115` printed "Mere-ta O'Kwhai"

Fix deployed 15-Nov 8:36 pm NZ (UAT 0AfAD00000VKNhm0AH).
Re-rendered the certificate page for this booking (read-only, getContentAsPDF, template a3ZAD000002yp052AA): "Mere-Āta O'Kōwhai". Text beyond Latin-1 now prints in Arial Unicode MS, which has no bold, so a macron name prints in regular weight; other names and the course line stay bold.
Still open (Shail to decide): the file name drops "-" and "'" (Cert_MereĀta_OKōwhai_…) by the letters-only rule in DynamicCertificateType.

Email X-10-cert-after — `X-10-cert-after`

Email 02sAD00000C6pqXYAR — `02sAD00000C6pqXYAR`

X-11

Finished in one tab, still open in another

PASS

CAR	`a04AD000009fikfYAA`

On screen a second tab can't join the session (the session lives in the page only). The server guard tested directly: staff link → consumeToken → declineNzqa (finished, REGISTERED_NO_NZQA, COMPLETED) → the same session's declineNzqa again = the other tab → refused SESSION_ENDED; nothing overwritten.

X-12

Prod pre-deploy: the queue exists

PASS

Queue	`00G7F000003jvNFUAY`

Training_Pre_Registration_NZQA_Queries present in UAT.