Pilot Test Checklist¶

Before your real trip, we recommend creating a test trip to familiarise yourself with all the features. This checklist walks you through everything you'll use during the actual trip.

Allow 30-45 minutes

Work through this checklist a few days before your trip. If anything doesn't work as expected, there's time to get help.

Before You Start¶

You'll need:

[x] Club Admin access to your organisation
[x] At least 3-4 test players (can be yourself with different accounts, or real members)
[x] A course set up in your organisation (ideally the actual trip course)

Part 1: Create a Test Trip¶

Step 1.1: Navigate to Trips¶

Log in as a Club Admin
From the navigation menu, click Club Admin → Trips
Click the Create Trip button

Step 1.2: Fill in Trip Details¶

Enter the following test details:

Field	Test Value
Trip Name	Test Trip - [Your Name]
Location	Your test course location
Start Date	Today or tomorrow
End Date	2-3 days from start
Cost per Person	£100 (or leave blank)
Max Participants	12

Click Create Trip.

Step 1.3: Verify Trip Created¶

You should see your new trip on the dashboard with status Planning.

[ ] Trip appears in the trips list
[ ] Trip shows correct dates and location
[ ] Status shows "Planning"

Part 2: Add Trip Days¶

Each day of golf needs a Trip Day linked to a competition.

Step 2.1: Add Your First Day¶

From your trip dashboard, click Add Day
Select the date for Day 1
Choose the course and tee sets available
Select the competition format (typically Stableford)
Click Save

Step 2.2: Verify Competition Created¶

PazGolf automatically creates a competition for each trip day.

[ ] Day 1 appears on the trip dashboard
[ ] Competition is linked (you can click through to it)
[ ] Correct course and format shown

Step 2.3: Add Additional Days¶

Repeat for each day of your test trip (2-3 days recommended).

[ ] All days added successfully
[ ] Days show in correct order

Part 3: Add Participants¶

Step 3.1: Add Test Players¶

From the trip dashboard, click Participants
Click Add Participant
Search for and select a member from your organisation
Repeat for 3-4 test players

Step 3.2: Verify Participants¶

[ ] All test players appear in the participants list
[ ] Each player's handicap (Fair Play Index) is shown
[ ] Players are automatically entered into all trip day competitions

Part 3B: Set Up Player Profiles¶

Player profiles add photos and flags to leaderboards and the reveal ceremony.

Step 3B.1: Edit Your Profile¶

Log in as one of your test players
Navigate to the trip dashboard
Click Edit My Profile

Step 3B.2: Add a Photo¶

Click Choose Photo or the photo placeholder
Select an image from your device
The photo will be cropped to a square automatically

Photo Tips

Use a clear headshot or golf photo
JPEG or PNG format, max 5MB
Will be resized to 400x400 pixels

Step 3B.3: Select a Flag¶

Click the Flag dropdown
Type to search (e.g., "ire" for Ireland)
Select your country flag or a fun emoji

Available flags include: 🇮🇪 🇬🇧 🇺🇸 🇳🇱 🇪🇸 🇩🇪 🇫🇷 🇮🇹 and more, plus Northern Ireland.

Step 3B.4: Add Display Name (Optional)¶

Enter a nickname like "The Eagle" or "Big Dave" if you want.

Step 3B.5: Save and Verify¶

Click Save Profile
Return to the trip dashboard
Check your flag appears on the team leaderboard
[ ] Can upload a photo successfully
[ ] Photo displays correctly (not distorted)
[ ] Can select a flag from the dropdown
[ ] Flag appears on team leaderboard
[ ] Display name shows where expected

Part 4: Set Up Teams (Optional)¶

If you're running a team event (like a Ryder Cup format):

Step 4.1: Assign Teams¶

From the trip dashboard, click Teams
Tap on a player to assign them to Europe or Internationals
Continue until all players are assigned

Step 4.2: Verify Teams¶

[ ] Players divided roughly evenly between teams
[ ] Team totals shown (if handicap-balanced)
[ ] Can reassign players by tapping again

Part 5: Configure Playing Groups¶

Step 5.1: Generate Groups¶

From the trip dashboard, select a Trip Day
Click Playing Groups
Choose a generation method:
Random - shuffles players randomly
By Handicap - groups similar handicaps together
By Team - keeps team members together
Captain's Pick - captains order players secretly (details)
Click Generate Groups

Step 5.2: Adjust Groups Manually¶

You can drag players between groups if needed.

Step 5.3: Set Tee Times (Optional)¶

Click on a group
Enter the tee time
For shotgun starts, set the starting hole

Step 5.4: Verify Groups¶

[ ] All players assigned to groups
[ ] Groups are sensible sizes (3-4 players)
[ ] Tee times display correctly (if set)

Part 5B: Test Captain's Pick & Reveal Ceremony¶

Captain's Pick is an alternative group generation method for team matchplay events. Test this if you plan to use it.

Requirements

Two teams set up with equal players
A captain assigned to each team
Both captains have PazGolf accounts

Step 5B.1: Assign Team Captains¶

From the trip dashboard, click Teams
Click on a team to manage it
Set the Captain field to a team member
Repeat for the other team
[ ] Can assign a captain to each team
[ ] Captain names display on team cards

Step 5B.2: Select Captain's Pick Algorithm¶

Go to a trip day's Playing Groups page
Click Generate Groups
Select Captain's Pick as the algorithm
You should see submission status for each team
[ ] Captain's Pick option appears in algorithm dropdown
[ ] Shows "Waiting..." status for both teams

Step 5B.3: Submit Picks as Europe Captain¶

Log in as Europe's captain
Navigate to Trips → [Your Trip] → [Day] → Captain's Pick
You should see only your team members
Drag and drop to order players (Position 1 = Match 1)
Click Submit Picks
Confirm the submission

[ ] Captain sees only their team members
[ ] Can drag and drop to reorder
[ ] Submit button works
[ ] Confirmation message shown
[ ] Cannot change picks after submission

Step 5B.4: Submit Picks as Internationals Captain¶

Log in as Internationals captain
Repeat the ordering and submission process
After both submit, status should show "Both Submitted"
[ ] Second captain can submit independently
[ ] Status updates to show both submitted
[ ] Neither captain can see the other's picks

Step 5B.5: Start the Reveal Ceremony¶

Log in as the trip organiser
Go to the trip day's groups page
Click Start Reveal Ceremony
The reveal page opens (ideally full-screen on a big display)

Step 5B.6: Reveal the Pairings¶

Press SPACE or click to start the reveal sequence
Pairings auto-reveal from Match 1 through to Match 6 (~4 seconds each)
Try pressing SPACE to pause mid-reveal, then again to resume
Each reveal shows both players with photos/flags/handicaps
After all pairings revealed, a summary appears
[ ] Reveal animation works (3D card flip)
[ ] Pairings auto-reveal after first SPACE press
[ ] Can pause/resume with SPACE or click
[ ] "PAUSED" indicator appears when paused
[ ] Player photos display (if uploaded)
[ ] Player flags display
[ ] Handicaps shown correctly
[ ] All pairings reveal in sequence (Match 1 → Match 6)
[ ] Summary screen shows all matches

Step 5B.7: Verify Groups Generated Automatically¶

After the reveal completes, groups are generated automatically
Click View Playing Groups to see the groups page
Check the groups page shows correct player assignments
[ ] Groups generated automatically after reveal
[ ] Players in correct groups based on pairings
[ ] Pairings table displays on groups page

Step 5B.8: Verify Pairings Display¶

Return to the trip day groups page
You should see a Pairings table showing all matches
Each pairing shows photos, flags, and handicaps

[ ] Pairings table visible on groups page
[ ] Photos and flags display correctly
[ ] Links to playing groups work

Part 6: Test Score Entry¶

This is the core functionality - make sure it works!

Step 6.1: Log in as a Test Player¶

Log out of your admin account
Log in as one of your test players
Navigate to Enter Scores or find the trip competition

Step 6.2: Start a Live Scoring Session¶

Select the trip day's competition
Choose your playing group members
Select tee sets for each player
Click Start Scoring

Step 6.3: Enter Scores for a Few Holes¶

Enter test scores for at least 3-4 holes:

Enter gross scores for each player
Verify Stableford points calculate correctly
Check the running totals

Step 6.4: Verify Score Entry¶

[ ] Can select all group members
[ ] Handicap strokes shown on correct holes
[ ] Stableford points calculate automatically
[ ] Running totals update after each hole

Part 7: Test Side Games¶

Side games add fun competitions within your playing group.

Step 7.1: Start a Side Game¶

While in the scoring screen, click the Side Games tab
Click Add Side Game
Choose a game type:
Oceans 11 - Bank your best 11 holes (needs 2+ players)
Niner - 9 points per hole split between 3 players
Fourball Betterball - 2v2 match play (needs exactly 4 players)

Step 7.2: Test Oceans 11¶

Select Oceans 11
After entering scores for a hole, you'll see Bank buttons
Each player decides whether to bank that hole's points
Try banking a few holes
[ ] Banking buttons appear after scoring
[ ] Banked holes show in the standings
[ ] Running totals update correctly
[ ] Can bank up to 11 holes maximum

Step 7.3: Test Niner (if 3 players)¶

Select Niner with exactly 3 players
Enter scores for a hole
Points automatically distribute (5-3-1, 4-4-1, or 3-3-3 for ties)
[ ] Points distribute automatically
[ ] Ties handled correctly
[ ] Running totals shown

Step 7.4: Test Fourball Betterball (if 4 players)¶

Select Fourball Betterball with exactly 4 players
Assign players to Europe and Internationals
Enter scores - best ball per team wins the hole
[ ] Team assignment works
[ ] Match status updates (e.g., "Europe 2 UP")
[ ] Front 9/Back 9/Overall tracking works

Part 8: Test Singles Matchplay¶

For head-to-head matches within a group:

Step 8.1: Start Singles Matchplay¶

In the Side Games tab, select Singles Matchplay
Choose which players are competing against each other
Confirm the match setup

Step 8.2: Enter Match Scores¶

Enter hole scores as normal
Match status updates automatically based on net scores
Handicap strokes are applied per hole
[ ] Match status shows correctly (e.g., "2 UP with 5 to play")
[ ] Handicap strokes applied on correct holes
[ ] Match can end early if result is certain (e.g., "4&3")

Part 9: Check the Trip Leaderboard¶

Step 9.1: View Aggregate Standings¶

Log back in as admin (or any participant)
Navigate to your trip
Click Leaderboard

Step 9.2: Verify Leaderboard¶

[ ] Shows all participants
[ ] Displays scores for each day
[ ] Running totals calculated correctly
[ ] Position/ranking shown

Step 9.3: Test Clickable Daily Scores¶

On the leaderboard, click on any daily score (the points number)
A modal should open showing the full scorecard for that round
Verify the hole-by-hole breakdown displays correctly

[ ] Daily scores are clickable (show as links)
[ ] Score detail modal opens on click
[ ] Shows hole-by-hole scores
[ ] Shows par and Stableford points per hole
[ ] Modal closes properly (X button or click outside)

Step 9.4: Check Team Leaderboard Flags¶

Switch to the Team Leaderboard view
Expand a team to see the member list
Verify player flags display next to names
[ ] Team leaderboard shows member lists
[ ] Player flags appear next to names (if set)
[ ] Captain marked with star or indicator

Part 10: Clean Up Test Data¶

Once testing is complete, delete your test trip:

Go to Club Admin → Trips
Find your test trip
Click Edit Trip → Delete Trip
Confirm deletion

This cannot be undone

Deleting a trip removes all associated data including scores, side games, and groups.

Final Checklist¶

Before your real trip, confirm all these work:

Trip Management¶

[ ] Can create a trip with correct details
[ ] Can add multiple days
[ ] Can add participants from your organisation
[ ] Can assign teams (if using)
[ ] Can generate and adjust playing groups

Player Profiles¶

[ ] Participants can upload photos
[ ] Photos display correctly (not distorted)
[ ] Flag picker works with search
[ ] Flags appear on team leaderboard

Captain's Pick (if using)¶

[ ] Can assign team captains
[ ] Captains can order their players privately
[ ] Both captains must submit before reveal
[ ] Reveal ceremony animations work
[ ] Groups generate from pairings correctly
[ ] Pairings display on groups page

Score Entry¶

[ ] Players can find and join the competition
[ ] Live scoring works for groups
[ ] Stableford points calculate correctly
[ ] Scores save and sync properly

Side Games¶

[ ] Oceans 11 banking works
[ ] Niner point distribution works (3 players)
[ ] Fourball Betterball match tracking works (4 players)
[ ] Singles Matchplay handicap strokes apply correctly

Leaderboard¶

[ ] Aggregate standings display correctly
[ ] Updates as scores are entered
[ ] Daily scores are clickable (opens detail modal)
[ ] Team leaderboard shows player flags

Need Help?¶

If anything doesn't work as expected during your test:

Note the exact steps that led to the issue
Take a screenshot if possible
Contact support with the details

It's much better to find issues during testing than during your actual trip!

Ready for the Real Trip¶

Once all checklist items pass, you're ready to:

Delete the test trip
Create your real trip with actual dates and details
Add your real participants
Brief your group on how to use the app

Good luck with your trip! ⛳