UAT Preparation Checklist
Overview
This article provides a checklist for preparing for User Acceptance Testing (UAT). The purpose of User Acceptance Testing (UAT) is to ensure that the software meets the business requirements and functions as expected in a real-world scenario before it is deployed.
This checklist includes tasks such as creating test cases, prioritizing them, selecting a test management tool, choosing a UAT test lead and testers, and providing training to the testers. The checklist aims to help identify any potential issues with UAT preparation before officially starting the process.
The customer should confirm in the checklist that he prepared everything for UAT. This checklist should help you to identify potential issues with UAT preparation as soon as possible.
The benefits of having a UAT checklist include:
Ensuring thorough preparation for UAT
Identifying potential issues early on
Providing a structured approach to UAT preparation
Facilitating effective communication and coordination among the UAT team
UAT Checklist
The checklist includes tasks such as creating end-to-end UAT test cases based on business scenarios, prioritizing them, choosing a test management tool like X-Ray in JIRA, selecting a UAT test lead and testers, providing training on software functionality and UAT expectations, finalizing UAT preparation, and ensuring that all UAT testers are ready for testing.
The file contains the following tasks, all of them should be confirmed by the customer before UAT will officially start:
You can find the Excel file for download in the downloads section, here.
ID | Task | Description |
1 | Create UAT test cases on end to end, scenarios based on business cases | Process of developing test cases for User Acceptance Testing (UAT) that cover the entire software application from start to finish. End-to-end scenarios are comprehensive tests that simulate real-world user interactions with the software, ensuring that it functions as intended in a business context. In this context, "end-to-end scenarios" refer to test cases that encompass the complete user journey within the application, and "business cases" refer to the specific business processes or workflows that the software is designed to support. |
2 | Prioritize UAT test cases, the most important scenarios should be the highest priority | The most important scenarios should be the highest priority, this means that when organizing the UAT test cases, the most critical scenarios should be given the highest priority. This ensures that the most crucial aspects of the software are thoroughly tested during the UAT process. |
3 | Choose test management tool; X-Ray in JIRA or another tool | Decision needs to be made regarding the selection of a test management tool for managing the UAT test cases. "X-Ray" is a test management tool that integrates with JIRA, which is a popular project management tool. The mention of "another tool" indicates that alternative test management tools are also being considered for this purpose. |
4 | Select UAT test lead | Choose an individual who will be responsible for leading the User Acceptance Testing (UAT) process. The UAT test lead is typically a senior member of the testing team who oversees the planning, execution, and coordination of UAT activities. This role involves managing the UAT testers, ensuring that the testing process aligns with the project requirements, and reporting on the UAT progress to project stakeholders. |
5 | Select UAT testers | Process of choosing individuals who will be responsible for conducting the User Acceptance Testing (UAT). UAT testers are the end users or subject matter experts who will test the software to ensure that it meets the business requirements and functions as expected in a real-world environment. The selection of UAT testers is crucial to ensure that a diverse group of users with different perspectives and experiences are involved in the testing process. These testers play a vital role in providing feedback on the software's usability, functionality, and overall suitability for the intended business use. |
6 | Training of UAT testers on software functionality and using demo of project scope in the application | Providing instruction to the UAT testers on how to use the software and demonstrating the scope of the project within the application. This involves educating the UAT testers about the features and functionality of the software, as well as showcasing how the project's requirements and objectives are reflected in the application. This training is essential to ensure that UAT testers understand how to navigate the software and accurately assess its alignment with the project's scope and goals. |
7 | Training of UAT testers on UAT expectations; UAT timeline, how to report bugs and how to report test results | Process of providing instruction to the User Acceptance Testing (UAT) testers regarding the expectations for UAT, the timeline for UAT activities, and the procedures for reporting bugs and test results. This training involves educating the UAT testers about what is expected from them during the UAT process, including the specific timeline for conducting tests, as well as the methods for reporting any bugs or issues encountered during testing. Additionally, the training covers the process for documenting and communicating the test results to the relevant stakeholders. This ensures that UAT testers are well-informed about their role and responsibilities in the UAT phase. |
8 | Finalize UAT preparation
| The need to complete the preparations for User Acceptance Testing (UAT) before the testing phase begins. It includes ensuring that all UAT testers have the necessary time and readiness to perform the testing. Additionally, it involves confirming that all UAT testers have access to the systems they need to test and that they have been assigned their respective test cases for testing. This ensures that the UAT testers are fully equipped and ready to carry out their testing responsibilities effectively. |