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User Acceptance Testing (UAT) Checklist

The UAT phase aims to validate the complete end-to-end user experience. This phase emphasizes thorough testing and timely feedback.

Updated over a month ago

Testing Environment Notice

During testing, we will only be using the production environment.

Testing will happen in two phases:

  • Phase 1: Confirm user functionality using the provided test address.

  • Phase 2: Validate data accuracy using your real address.

  • IMPORTANT: During Phase 1, please use the following test address:
    ​66 Vineyard Rd, Halesite, NY 11743

  • Note: Your name will work fine; you do not need a specific name to test this address.

Key Participants

  • Project Lead: Coordinates stakeholders and manages feedback collection.

  • Digital Lead: Oversees device and platform usability testing.

  • Key Stakeholders: Validate account setup and confirm test case results to confirm system readiness.

Resources and Key Dates

  • UAT Checklist: Use the checklist linked here to structure your testing systematically. Please make a personal copy for your team. (If you need an Excel version, contact us!)

  • Feedback Submission:
    Gather all feedback in the shared spreadsheet to keep tracking and resolution efficient.

  • Feedback Deadline:
    Submit all feedback by the assigned due dates to avoid delays.

Usability and Functionality Testing Checklist

1. Device & Platform Testing

Objective: Verify behavior and functionality across devices and platforms within the production environment.

  • Is the home banking tile live and accessible?

  • Does the desktop login function correctly?

  • Does the mobile banking app work properly across all devices (iOS, Android)?

2. Usability Testing

Contact Methods

  • Email: Does your device open the email app with the correct "To" address?

  • Phone: Can you successfully call the provided contact number?

  • Meeting Scheduler: Does the scheduling link take you to the correct meeting setup?

Owner Tools & Management

  • Adding a Loan: Can you add a loan to your profile?

  • Deleting a Loan: Can you remove a loan from your profile?

  • Editing Loans: Can you edit loan details successfully?

3. Confirm Settings

Objective: Validate that system configurations are correct and behave as intended.

Account Configuration

  • Does the branding (logo, colors, etc.) match the admin settings?

  • Is the home borrowing power displayed accurately based on settings?

  • Is your Opt-Out Tile configured accurately based on settings?

  • Are your test emails displaying correctly?

Offers

  • Does the offer text match the admin configuration?

  • Are offers appropriately sorted?

  • Can you view all offers configured for your user account?

  • Do the offer links lead to the correct landing pages?

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