Platform Walkthrough

• Modern browser (Chrome, Firefox, Safari, Edge)
• Your invitation email with login link
• Stable internet connection

1. Open your invitation email from WhiteTuque
2. Click "Set Password" or "Reset Password" link
3. Create password with: uppercase, lowercase, number, special char, min 5 chars
4. Click Submit

• Link didn't work
• Password requirements unclear
• Error message shown

1. Go to login page
2. Enter email and password
3. Click Login

1. Click profile menu (top-right)
2. Click Logout
3. Try clicking browser Back button

1. Log in to your account
2. Verify these sections load:
   • Company name (top)
   • Risk scores (0-5 scale with visual indicators)
   • Outstanding/recommended services
   • Recent content/news

Click each menu item and verify it loads:

1. Click Recon in menu
2. Verify questionnaire cards show: name, status, progress

1. Click a questionnaire with Start status
2. Verify: title, progress indicator, questions display
3. Answer first question - note if conditional questions appear

1. Answer several questions
2. Leave the page (click Home or close tab)
3. Return to Recon, open same questionnaire
4. Verify answers are saved

1. Answer all questions across all pages
2. Click Submit on final page
3. Verify status changes to View Recommendations

1. After submit, you should see recommendations page
2. Verify: risk scores, individual recommendations with priority/rationale/services
3. Look for Request Quote option

1. From dashboard, click View All Recommendations
2. Verify all recommendations from all questionnaires show

1. From recommendations, click Request Quote
2. Fill form: name, email, phone (optional), notes
3. Select service(s) and click Submit

1. Click Orders in menu
2. Verify orders show: ID, service, status, date
3. Click order for details

1. Click Playbooks in menu
2. Click a playbook to view step-by-step instructions
3. Navigate back to list

1. Click Report an Incident
2. Answer triage questions about your incident
3. View recommended playbook

1. Click Documentation - verify documents download
2. Click Blogs - verify posts display and are readable
3. Test pagination if multiple pages

1. Click Manage Users
2. Verify user list shows: name, email, role, status

1. Click Invitations
2. Fill: email, role, name (optional)
3. Click Send Invitation

ISSUE: [Brief description]
TEST: [Which scenario]
STEPS: 1. ... 2. ... 3. ...
ACTUAL: [What happened]
EXPECTED: [What should happen]
BROWSER: [Chrome/Firefox/Safari/Edge]
DEVICE: [Desktop/Mobile]