Set up and test Phase 2 from a clean start從零開始設定並測試第二期功能

#4a 1.1 Create the “Social Expense” case type1.1 建立「社交費用」案件類型

1. Sidebar → Case Types → + New Case Type.側邊欄 →「案件類型」→「+ 新增案件類型」。
2. Name (中文) 社交費用, Name (English) Social Expense. The key is generated from the English name and cannot be changed later.名稱（中文）填 社交費用，名稱（English）填 Social Expense。系統會用英文名稱產生代碼，建立後不能修改。
3. Standard fields: tick Visible and Required for Project Sum and Currency. Leave Attachments, Target Review Completion Date and Reference Cases visible but not required.標準欄位：「金額」和「貨幣」勾選「顯示」及「必填」；「附件」、「目標審閱完成日期」、「參考案件」顯示但不必填。
4. Click Save. Custom fields can only be added after the case type is saved.按「儲存」。案件類型要先儲存，才能加自訂欄位。
5. + Add custom field, twice:按「+ 新增自訂欄位」，加兩個：

Expected: the list shows Social Expense as Active with 2 custom fields.預期：列表顯示「社交費用」為啟用，有 2 個自訂欄位。

#4b 1.2 Set department heads1.2 設定部門主管

1. Sidebar → Department Heads. All 14 departments are listed.側邊欄 →「部門主管」，列出全部 14 個部門。
2. OAL_TI → Carol Lee. A head does not have to belong to the department.OAL_TI → 選 Carol Lee。主管不一定要是該部門的人。
3. OAL_FAD → System Admin.OAL_FAD → 選 System Admin。
4. Leave every other department, including OAL_HRA and OAL_TR, unassigned. Part 2 uses OAL_HRA to test a department with no head.其他部門（包括 OAL_HRA、OAL_TR）保持未指派。第 2 部分會用 OAL_HRA 測試「部門沒有主管」。

#4c 1.3 Create three approval templates1.3 建立三個審批範本

Sidebar → Approval Templates → + New template, once for each table below. Each case type can have one active default template and one active template per department.側邊欄 →「審批範本」→「+ 新增範本」，依下面三個表格各建一個。每個案件類型可以有一個啟用中的預設範本，以及每個部門各一個啟用中的範本。

Settings the three templates share: Case type Social Expense, Workflow type Review + approval, Initiator can change approvers Locked, When the department has no head Block and ask to contact the administrator, Status Active.三個範本共同的設定：案件類型選「社交費用」，流程類型選「審閱 + 審批」，發起人能否修改審批人選「鎖住」，部門沒有主管時選「擋下，請聯絡管理員」，狀態為「啟用」。

A · Default template預設範本

B · IT department templateIT 部門範本

C · Treasury “any one” template庫務部「任一人」範本

Expected: filtering the list by Social Expense shows three active templates.預期：用「社交費用」篩選，列表顯示三個啟用中的範本。

#6 1.4 Optional: a team for “My Team”1.4 選做：建立「我的團隊」用的團隊

Only needed to test the My Team list in Part 3. The team manager list shows users who hold a role named exactly manager, and My Team appears for users whose role has the permission read on TeamCase.只有要測第 3 部分的「我的團隊」才需要。團隊經理只能從擁有名為 manager 角色的使用者中選；擁有 TeamCase 的 read 權限的角色，才會看到「我的團隊」。

1. RBAC Management → create permission: Resource TeamCase, Action read.「RBAC 管理」→ 新增權限：資源 TeamCase，動作 read。
2. Create role: Name manager, scope User. Give it the read TeamCase permission.新增角色：名稱 manager，範圍選使用者（User）；把 read TeamCase 權限加給它。
3. User Management → Dave Ho → roles (shield icon) → add manager.「使用者管理」→ Dave Ho → 角色（盾牌圖示）→ 加上 manager。
4. Team Management → create a team (for example “Treasury Team”), manager Dave Ho → add members Alice Chan and Bob Wong.「團隊管理」→ 新增團隊（例如「庫務團隊」），經理選 Dave Ho → 加入成員 Alice Chan、Bob Wong。

#4c #8 2.1 The IT template fills in the approvers2.1 IT 範本自動帶出審批人

Log in as登入帳號 alice@orix.local

1. Create New Case → Case Type Social Expense. The form shows template “Social Expense - IT” and a locked flow: Review Carol · Approval 1 Carol · Approval 2 Dave.「建立新案件」→ 案件類型選「社交費用」。表單顯示範本「社交費用 - IT」及鎖住的流程：審閱 carol · 審批 1 carol · 審批 2 dave。
2. Enter Amount 8,500: no extra stage. Change it to 120,000.金額填 8,500：沒有追加階段。改成 120,000。 Expected: an Approval 3 stage for Erin appears.預期：出現 erin 的審批第 3 階段。
3. Fill Expense Category and Number of Guests. In Case Content, try a table, font size and colour.填「費用類別」和「人數」；案件內容試試表格、字體大小、顏色。
4. Attach a PDF, a Word and an Excel file for the preview test in Part 3.附上 PDF、Word、Excel 各一個，供第 3 部分測預覽。
5. Save as Draft, open the draft from Draft, then Submit.先「存為草稿」，再從「草稿」打開並送出。

#2 2.2 Review and approve2.2 審閱與審批

1. Log in as carol@orix.local → For My Review → open Alice’s case → Mark as Reviewed.以 carol@orix.local 登入 →「待我審閱」→ 打開 alice 的案件 → 按「已審閱」。
2. Log in as alice@orix.local → open the case → click Move to Approval.以 alice@orix.local 登入 → 打開案件 → 按「移至審批」。
3. Approve in order: carol (stage 1) → dave (stage 2) → erin (stage 3), each from For My Approval.依序在「待我審批」批准：carol（第 1 階段）→ dave（第 2 階段）→ erin（第 3 階段）。
4. As Carol, open Completed → Reviewed and Completed → Approved at the bottom of the sidebar.以 carol 查看側邊欄最下方「已處理 → 已審閱」及「已處理 → 已審批」。 Expected: the case is listed in both.預期：兩個資料夾都有這個案件。

#4c 2.3 Department with no head2.3 部門沒有主管

Log in as登入帳號 carol@orix.local (OAL_HRA has no head and no department template)（OAL_HRA 沒有主管，也沒有部門範本）

Start a Social Expense case.新建「社交費用」案件。 Expected: the Default template applies and shows “Your department has no department head configured”; the case cannot be submitted.預期：套用預設範本，顯示「你的部門尚未設定部門主管」，無法送出。

#4c 2.4 Default template2.4 預設範本

Log in as登入帳號 erin@orix.local (OAL_FAD has no department template)（OAL_FAD 沒有部門專用範本）

Start a Social Expense case.新建「社交費用」案件。 Expected: “Social Expense - Default” applies, with System Admin (head of OAL_FAD) as reviewer and approver.預期：套用「社交費用 - 預設」，審閱人和審批人都是 System Admin（OAL_FAD 主管）。

#4c 2.5 Any one approver is enough2.5 任何一人批即可

Log in as登入帳號 dave@orix.local (OAL_TR uses the Treasury template)（OAL_TR 套用庫務部範本）

1. Raise and submit a Social Expense case. Erin reviews it, then Dave clicks Move to Approval.建立並送出「社交費用」案件；erin 審閱後，dave 按「移至審批」。
2. Log in as bob@orix.local and approve.以 bob@orix.local 登入並批准。 Expected: the case is approved; Carol shows “Not required” and the case leaves her For My Approval list.預期：案件完成審批；carol 顯示「無需審批」，案件從她的「待我審批」消失。

#4c 2.6 Locked approvers2.6 鎖住審批人

After submitting, the initiator opens the case and clicks Edit.送出後，發起人打開案件按「編輯」。 Expected: only CC can be changed; reviewers and approvers are fixed by the template.預期：只能修改副本收件人，審閱人和審批人由範本決定。

To see the opposite, edit the Default template, set “Initiator can change approvers” to Can change, and start a case as Erin: the reviewer and approvers can then be edited.想看相反情況：把預設範本的「發起人能否修改審批人」改成「可以修改」，再以 erin 建案，就能修改審閱人和審批人。