Fellows Renewal Process Demo
VIDEO TRANSCRIPT | Recorded: 2024-08-15 | Verify against current system state
Abstract¶
Demonstration of the fellow renewal process using the impersonate tool in QA. Shows multiple attempts to find a non-auto-renew fellow for testing. Key findings: auto-renew members are blocked from manual renewal (though Salesforce may change this), and fellows must pay both membership and fellow dues together to synchronize expiration dates.
Key Procedures¶
- Use private browser window for testing
- Clear session at logout.ampqa.com
- Use impersonate tool to find fellow (NP member type)
- Navigate to membership.ampqa.com for renewal
- Verify auto-renewal status blocks manual renewal
- Complete renewal with fellow dues added to cart
Notable Statements¶
- 0:00:10 "I recommend you do this in a private browser window just to clear out, make sure you're not logged in as someone else"
- 0:01:09 "If I'm on auto renew, I get stopped. I'm not allowed to complete the process"
- 0:01:15 "We've talked about in Salesforce allowing them to make changes to their auto renewal, but this is what we're doing today"
- 0:02:28 "The thing is Jennifer really tries to get them to be on auto renewal, so they don't have to do this"
- 0:02:57 "They're a retired fellow. Their only option is a retired nurse practitioner"
- 0:03:30 "A fellow's product was added to the cart"
- 0:03:52 "They are not able to check out as a fellow... until they've paid their fellow's dues as well. So it's like a kit"
- 0:04:16 "My fellows dues are going to sync the end date with the membership dues. So both of the dues will come up at the same time"
Systems & Configurations¶
Systems Mentioned¶
- Aptify eBusiness
- impersonate.ampqa.com
- membership.ampqa.com
- logout.ampqa.com
Testing Workflow¶
| Step | Action |
|---|---|
| 1 | Open private browser window |
| 2 | Visit logout.ampqa.com |
| 3 | Visit qa.com/logout (for membership) |
| 4 | Use impersonate tool with filters |
| 5 | Navigate to membership.ampqa.com |
Fellow Renewal Rules¶
| Condition | Behavior |
|---|---|
| On auto-renew | Blocked from manual renewal |
| Retired fellow | Only retired NP option |
| Fellow dues | Bundled with membership |
| Expiration sync | Fellow and membership dates aligned |
Impersonate Tool Filters¶
| Filter | Purpose |
|---|---|
| Member type | NP member, retired, etc. |
| Fellow status | Designate fellow members |
| Auto-renew | Not available (noted as enhancement) |
Fellow Dues Kit¶
| Component | Notes |
|---|---|
| Membership | Regular membership renewal |
| Fellow dues | Added automatically for fellows |
| Synchronization | Both expire on same date |
Credentials/Access Mentioned¶
- Jennifer (manages fellow auto-renewals)
- QA system access
Vendor Contacts Mentioned¶
None mentioned in this recording.
Errors & Troubleshooting¶
- Issue: Multiple auto-renew fellows found
- Cause: Most fellows are on auto-renew
- Resolution: Try retired member type filter
- Timestamp: 0:01:57
Transcript Gaps & Quality Notes¶
- Demonstration recording (5 minutes)
- Multiple attempts to find suitable test user
- Shows current Aptify behavior
- Salesforce may change auto-renew blocking behavior
- PAC contributions screen skipped