QA Blitz Testing Guide

Focused quality pass before design partner onboarding

Parallel Coverage
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Welcome

Thanks for joining the Parish Hall QA blitz. We're doing a focused pass through the entire platform before we onboard our first design partners. Your job is to break things, find friction, and flag anything that would embarrass us in front of a real church admin.

What is Parish Hall?

A modern church management platform (ChMS) covering congregation management, groups, service planning, events, giving, pastoral care, and a member-facing portal.

Your Setup

App URLapp.parishhall.org
Your loginYour @parishhall.org Google account (credentials sent separately)
Your orgEach tester has their own church org with data imported from a real ChMS
Slack#parish-hall-qa-blitz
Jira BoardPARISHSUP Service Desk
Daily standups: Post a short async update in #parish-hall-qa-blitz each morning — what you tested yesterday, what you're testing today, and any blockers. Flag blockers immediately; don't wait for standup.

How to Submit Bugs & Enhancements

Option A — In-App (Preferred)

Click the bug icon in the top-right header bar inside the app. This auto-captures your current route, session replay link, browser, and environment. Fill in:

Option B — Jira Direct

File at PARISHSUP Service Desk. Include: numbered repro steps, expected vs. actual behavior, screenshot or Loom, and browser + viewport (desktop vs. mobile).

Severity Guide

Critical — Data loss, auth bypass, core workflow completely broken
High — Feature broken but workaround exists
Medium — Incorrect behavior, doesn't block the workflow
Low — Cosmetic, copy, minor UX polish

What Counts As What?

Schedule — Parallel Coverage

Each tester covers different modules simultaneously so we get full platform coverage. All testers converge on Day 1 (onboarding) and Day 5 (cross-cutting + regression).

Day Tester A Tester B Tester C
1 All Testers  Auth, Signup, Onboarding, Invite & Join Flows
2 A Congregation — People & Households B Groups & Meetings C Events, Calendar & Check-in
3 A Services & Scheduling B Songs & Song Library C Giving & Statements
4 A Pastoral Care & Notes B Member Portal (as member role) C Settings, Roles & Permissions
5 All Testers  Cross-cutting (Cmd+K, notifications, reports, mobile), regression on fixed bugs
Tip: Don't save bugs for the end of the day. File as you find them so the dev team can start triaging in parallel.

Progress Tracker

Check off each item as you complete it. Progress saves automatically to your account.

Overall Progress

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1 Auth & Onboarding Day 1

  • Sign up as a brand-new user and complete church onboarding
  • Log out and log back in — verify return to /admin
  • Invite a new person via email — sign up with invite link
  • Invite someone who already has a Parish Hall account
  • Join code flow (/join) — valid code
  • Join code flow (/join) — invalid code
  • Password reset / forgot password
  • Login & signup on mobile viewport
  • Edge: signup URL while already logged in
  • Edge: expired or malformed invite token
  • Edge: redirect loops between auth states
  • Edge: multiple tabs with different auth states

2 Congregation — People & Households Day 2 · A

  • View people list — search and filter by name, status, membership
  • Add a new person with all fields
  • Edit an existing person's profile
  • View person detail — profile, activity timeline, notes
  • Archive a person — verify removed from active list
  • Restore an archived person
  • Bulk actions: select multiple, change status or add tags
  • Export people to CSV
  • Saved segments: create, apply, edit, delete
  • Create a new household with members and roles
  • Edit household details (address, name)
  • Move a person between households
  • View household detail page
  • Edge: person with minimal info (first + last only)
  • Edge: special characters in names (O'Brien, hyphenated)
  • Edge: archive last member of a household
  • Edge: search by preferred name vs. legal name

3 Groups & Meetings Day 2 · B

  • View groups list
  • Create a new group (name, description, type, schedule)
  • Add members to a group
  • Remove a member from a group
  • View group detail — members, meetings, attendance tabs
  • Generate meeting occurrences from schedule
  • Take attendance for a meeting
  • RSVP flow from the member portal
  • Set member schedule preferences / exceptions
  • Edge: group with no members — meeting flow
  • Edge: delete a group — meeting history?
  • Edge: person in 3+ groups — profile shows all?

4 Events, Calendar & Check-in Day 2 · C

  • View calendar (month and week views)
  • Create a one-time event
  • Create a recurring event
  • Edit event — date, time, location, description
  • View event detail and take attendance
  • Create and manage event types / categories
  • Cancel single occurrence vs. all future
  • Quick-create event from calendar view
  • Check-in kiosk: child check-in
  • Check-in kiosk: visitor registration
  • Edge: edit one occurrence vs. the series
  • Edge: event spanning midnight or multiple days
  • Edge: far-future and far-past calendar navigation
  • Edge: overlapping events on same day

5 Services & Scheduling Day 3 · A

  • View services/plans list
  • Create a new service plan (date, type, service times)
  • Add items to the plan (songs, notes, headers)
  • Drag-and-drop reorder plan items
  • Assign team members to roles/positions
  • Use a template to create a plan
  • View plan detail — order of service, assignments, notes
  • Print / export service plan (PDF)
  • Teams list — create team, add members with positions
  • Schedule tab — view who's serving when
  • Edge: assign someone with a schedule conflict
  • Edge: plan with no songs or no team assignments
  • Edge: duplicate a service plan
  • Edge: reorder items on mobile viewport

6 Songs & Song Library Day 3 · B

  • View the song library
  • Search by title, artist, tag
  • Add a new song (title, artist, key, tempo, tags)
  • Add an arrangement with chord chart
  • View song detail — arrangements, usage, tags
  • Add a song to a service plan from the library
  • Transpose a song to a different key
  • View and print a chord chart
  • Edge: songs with no arrangements
  • Edge: special characters in titles or lyrics
  • Edge: system/shared vs. org-specific songs

7 Giving & Statements Day 3 · C

  • View giving dashboard
  • Record a manual donation (cash/check)
  • Create a batch, add donations, close it
  • Online giving: Stripe test card (4242 4242 4242 4242)
  • Set up recurring giving
  • View a person's giving history from profile
  • Generate and view giving statements
  • Email a statement to a donor
  • View giving reports and totals
  • Edge: anonymous donation (no person)
  • Edge: refund or void a donation
  • Edge: statement for zero-giving person
  • Edge: multiple funds on single donation

8 Pastoral Care & Notes Day 4 · A

  • Add a pastoral note to a person's profile
  • View notes on activity timeline
  • Edit and delete a note
  • View the journey/pipeline board
  • Create a journey template (steps, assignments, timing)
  • Move a person through journey steps
  • Assign a follow-up task to a staff member
  • Edge: note with very long content
  • Edge: journey template with no steps
  • Edge: person in multiple active journeys

9 Member Portal Day 4 · B

  • Portal dashboard — view as member
  • View and edit own profile
  • View household info
  • View group memberships, RSVP to meetings
  • Online giving from portal
  • View giving history / download statements
  • Notification preferences
  • Church directory (if enabled)
  • Edge: member with no household
  • Edge: full portal on mobile viewport
  • Edge: member accessing /admin routes (should block)

10 Settings, Roles & Permissions Day 4 · C

  • Update church name, logo, contact info
  • Invite a staff member, change role, remove access
  • Toggle modules on/off — verify sidebar nav updates
  • Custom field options (congregation fields)
  • Billing / subscription settings
  • Notification preferences (admin)
  • Edge: disable module with data, re-enable, data preserved?
  • Edge: role boundaries (member vs admin access)
  • Edge: very long org name or unusual characters

Cross-Cutting & Regression Day 5

  • Command palette (Cmd+K): search people, navigate, Report Issue
  • Notifications: bell icon, notification center, read/unread
  • Reports: attendance, engagement, giving
  • Theme toggle: light, dark, system
  • Mobile responsive: every major page at phone width
  • Report Issue button — submit and verify on /admin/feedback
  • Re-test all bugs marked as fixed during the week
  • Edge: slow network / throttled connection
  • Edge: rapidly switching between modules
  • Edge: browser back/forward through nested routes
  • Edge: app open in two tabs simultaneously

Testing Tips

  • Test the happy path first, then try to break it. Complete the workflow as intended before exploring edge cases.
  • Try both desktop and mobile for every module. Resize your browser to phone width or use Chrome DevTools device mode.
  • Test with real-ish data. Don't just use "test" and "asdf" — use realistic names, addresses, and amounts. Data display issues only surface with real content.
  • Pay attention to loading and empty states. What happens before data loads? What does a page look like with zero records?
  • Check form validation. Submit blank forms, exceed character limits, use invalid email formats, enter negative numbers.
  • Watch for data consistency. After creating or editing something, does it show correctly on list views, detail views, and related pages?
  • Note anything that surprises you, even if it technically "works." If you had to think about what to do next, that's UX friction worth filing.

Communication & Contacts

Slack Channel #parish-hall-qa-blitz
Jira Board PARISHSUP Service Desk
Engineering Tag @engineering in Slack for blockers
Daily Standup Async in Slack each morning — tested yesterday, testing today, blockers
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