Skip to main content
All CollectionsChimney HomeTraining & Resources
User Acceptance Testing (UAT) Checklist
User Acceptance Testing (UAT) Checklist

The purpose of this UAT checklist is to validate the end-to-end user experience while ensuring proper branding, functionality, and settings are ready for the final production stage.

Updated over 2 weeks ago

Getting Started

The primary objective of the "Getting Started" phase is to approve the end-to-end user experience, ensuring there are no blockers to a smooth and successful launch. This phase focuses on coordination, testing, and timely feedback submission to keep the project on track.

Key Participants:

  • Project Lead: Coordinates stakeholders and consolidates feedback.

  • Digital Lead: Oversees device and platform testing to ensure usability across all systems.

  • Key Stakeholders: Validate account configurations and review test cases to confirm system readiness.

Resources and Key Dates:

  • UAT Checklist: Utilize this testing checklist (also outlined below) to guide your testing process systematically. Please create a copy of this spreadsheet for your team to use during the testing process!

  • This is what the sheet will look like; if you need an Excel copy, please let your client lead know.

  • Submitting Feedback: Consolidate issues or feedback into the shared spreadsheet above for efficient tracking and resolution.

  • Feedback Due Date: Ensure all feedback is submitted by the agreed deadlines to avoid delays in the launch timeline.

*IMPORTANT: You will use the following test address to test: 66 Vineyard Rd, Halesite, NY 11743*

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

Usability and Functionality Testing Checklist

1. Device & Platform Testing

Objective: Validate behavior and functionality across devices and platforms in the production environment.

Device and Platform QA:

  • Is the home banking tile live in staging?

  • Does the desktop login function properly?

  • Does the mobile banking app function properly on all devices (e.g., iOS, Android)?

2. Usability Testing

Contact Methods:

  • Email: Verify that your email app opens with the correct "To" address configured in your settings.

  • Phone: Test that the provided contact number is functional and dials correctly.

  • Meeting Schedule: Ensure the meeting scheduler link redirects to the correct scheduling interface.

Owner Tools & Management:

  • Adding a loan: Confirm you are able to add a loan to your profile

  • Deleting a loan: Confirm you are able to delete a loan from your profile

  • Editing loans: Ensure you can successfully edit the details of a loan.

3. Confirm Settings

Objective: Ensure all system configurations reflect the intended setup and work seamlessly.

Account Configuration:

  • Does the branding (e.g., logo, colors) reflect the admin settings?

  • Does the home borrowing power align with the configured admin settings?

Offers:

  • Does the offer copy reflect the admin settings?

  • Is the sorting of offers functioning as intended?

  • Can you see all configured offers on the banking platform based on your user?

  • Do offer links redirect to the correct landing pages?

Did this answer your question?