Change User Acceptance Testing

In User Acceptance Testing (UAT), the stakeholders and end users company-wide test the change processes in the 'real world' and give their feedback by:

• Mapping out a detailed plan that outlines the business requirements & strategy.
• Identifying and creating test cases that cover as many functional cases faced by users as possible.
• Selecting users who can trial the change processes and provide feedback. You can offer the change to the intended users as a beta trial or early adoption.

The users test the functionality checks of the change processes. If the processes succeed, then the users will test the change against valid data in the production environment to determine if the processes meet the proposed business requirements.

All issues found during the UAT must be carefully documented to follow up on the resolution. Potential bugs and high-priority functionality issues will be immediately fixed. Other issues will be added to the pipeline of the next iteration. The UAT team approves the change after ensuring that the processes involved function as expected.

UAT is crucial for implementing any change because of the 'real-world' data used for testing processes and user validation. 

Details

The Details sub-tab in UAT stage displays the following sections that analyzes the change:

• Properties - Displays any additional field configured with UAT stage to collect information about the UAT process. Depending on your change role and permissions, you can spot-edit the additional fields.
• UAT Test Plan - Contains a detailed procedure to implement the change in the test group.
• UAT Issues - Records the issues faced while testing the change implementation in the test group of users.

You can also add any details related to the UAT stage as Description. 

Schedule UAT Stage    

Plan the schedule to test the change in the test group of users.

In the Schedule sub-tab, 

• Click Edit beside UAT Schedule to enter all details. 
• You can also click  beside a field to update it.

Add Tasks

You can add and manage tasks to break down the work involved in the UAT stage.

In the Tasks sub-tab,

• Click  to add a task. You can also quick add tasks by clicking .
• To add tasks from existing change task templates, click .
• Click Organize to set the order in which tasks must be executed.
• Click Dependencies to set parent-child relationship between tasks.
• Click  to edit, delete, or close a task. You can also select multiple tasks and click  on the toolbar to close or delete tasks in bulk.
• Select multiple tasks and use the toolbar buttons to pick up, assign or trigger tasks.

Click on a task name to open the task details page. You can view the comprehensive details of the task, spot-edit the task fields, add comments or work logs, and track history from the task details page.

You can also manage tasks from the Actions menu on the toolbar or from the Tasks tab on the left pane. Learn more.

Add notes

Technicians can add notes add important information relevant to user testing and tag change users to notify them. 

In the Notes sub-tab, 

• Click Add Notes. Add the notes details and enter @ to tag users.
• Click Edit on a note to modify the note content. You can only edit the notes added by you.
• Click Delete on a note to remove the note.
• Click  or  beside Add Notes option to expand or collapse all notes.
• Click  to sort the order in which the notes are displayed.

You can also add notes from the Actions menu on the toolbar or from the Notes tab on the left pane. Learn more.

Approvals

Track the approval levels associated with the UAT stage via workflow. Depending on your permissions, you can perform approval actions on the change.

In the Approvals sub-tab,

• Click Add Approvals to configure additional approvals in the approval levels added from workflow.
• Select approvals and click Send for Approval to trigger approval reminder to the approvers via email.
• If you are an approver, you can take approval actions in the approval level table.
• Hover over an approval and click  to remove the approval.

From the Level Actions drop-down, you can approve, reject, edit or delete approval levels based on your permissions.

Status Comments   

View the status transitions of the change in the UAT stage, along with the comments added during transitions.