UAT Checklist Builder

Create a customised UAT checklist based on the modules you use in production. Select your modules, generate your checklist, and export for testing.

Step 2: Complete Your UAT Checklist

Tester Name

URL of Site Tested

Test Date

System Version

Pre-Test Setup Checklist

Test environment URL confirmed and accessible
Test user accounts created for each role
Sample data loaded (locations, assets, contractors)
Email/SMS test addresses configured
Browser developer console open for error monitoring

0Passed

0Failed

0Blocked

0Skipped

0Pending

Overall Progress 0 of 0 completed

Service Requests

0 of 9

Test the complete service request workflow from creation to completion.

SR-001 High Service Requests

Create New Service Request

Steps:

Navigate to Service Requests from the main menu
Click the "Add Service Request" button
Select a location from the dropdown
Enter a description of the issue
Select a priority level
Click "Submit" or "Save"

Expected Result:

Service request is created with a unique reference number. Confirmation message displayed. Request appears in the service requests list with "New" status.

Actual Result:

SR-002 High Service Requests

Add Photos to Service Request

Steps:

Open an existing service request
Click the "Add Photos" or attachment button
Select image files from your device
Upload the selected images
Save the service request

Expected Result:

Photos are uploaded and displayed as thumbnails on the service request. Clicking a thumbnail opens the full-size image.

Actual Result:

SR-003 High Service Requests

Assign Contractor to Service Request

Steps:

Open a service request with "New" status
Click "Assign" or "Allocate Contractor"
Select a contractor from the list
Add any special instructions if needed
Confirm the assignment

Expected Result:

Contractor is assigned to the service request. Status changes to "Assigned" or "In Progress". Contractor receives notification email.

Actual Result:

SR-004 Medium Service Requests

Update Service Request Status

Steps:

Open an assigned service request
Click "Update Status" or status dropdown
Change status (e.g., "In Progress", "On Hold", "Awaiting Parts")
Add a status note explaining the change
Save the changes

Expected Result:

Status is updated and displayed correctly. Status history shows the change with timestamp. Relevant stakeholders are notified.

Actual Result:

SR-005 High Service Requests

Complete Service Request

Steps:

Open a service request that has been worked on
Click "Complete" or change status to "Complete"
Add completion notes describing work done
Upload any completion photos if required
Confirm completion

Expected Result:

Service request status changes to "Complete". Completion date/time recorded. Requester receives completion notification.

Actual Result:

SR-006 Medium Service Requests

Search and Filter Service Requests

Steps:

Navigate to Service Requests list
Use the search box to search by reference number
Apply filter by status (e.g., "Open", "Complete")
Apply filter by location
Apply filter by date range

Expected Result:

Search returns matching results. Filters correctly narrow down the list. Combined filters work together. Clearing filters shows all records.

Actual Result:

SR-007 Medium Service Requests

View Service Request History

Steps:

Open a service request with activity history
Navigate to the History or Activity tab
Review the chronological list of events
Check that timestamps and user names are displayed

Expected Result:

Complete history displayed showing all status changes, assignments, notes, and updates with accurate timestamps and user attribution.

Actual Result:

SR-008 Medium Service Requests

Required Field Validation

Steps:

Start creating a new service request
Leave required fields empty (location, description)
Attempt to submit the form
Check for validation error messages

Expected Result:

Form submission is blocked. Clear error messages displayed indicating which fields are required. Cursor/focus moves to first invalid field.

Actual Result:

SR-009 Medium Service Requests

Cancel/Delete Service Request

Steps:

Open a service request that can be cancelled
Click "Cancel" or "Delete" button
Enter cancellation reason if prompted
Confirm the cancellation
Verify the request is marked as cancelled

Expected Result:

Service request status changes to "Cancelled". Cancellation reason and timestamp recorded. Request removed from active lists or clearly marked.

Actual Result:

General Notes for Service Requests Testing:

Contractor Jobs

0 of 8

Test contractor job management from assignment through completion.

CJ-001 High Contractor Jobs

View Assigned Jobs (Contractor Login)

Steps:

Log in as a contractor user
Navigate to Jobs or My Jobs section
View list of assigned jobs
Open a job to view details

Expected Result:

Contractor sees only jobs assigned to them. Job details show location, description, priority, and any attached documents/photos.

Actual Result:

CJ-002 High Contractor Jobs

Start Job / Mark In Progress

Steps:

Open an assigned job
Click "Start Job" or change status to "In Progress"
Optionally add notes about work started
Save/confirm the status change

Expected Result:

Job status changes to "In Progress". Start time is recorded. Site manager receives notification of job starting.

Actual Result:

CJ-003 Medium Contractor Jobs

Place Job On Hold

Steps:

Open a job that is In Progress
Click "On Hold" or change status
Enter reason for hold (e.g., "Awaiting parts")
Save the status change

Expected Result:

Job status changes to "On Hold" with reason recorded. Hold reason visible to all stakeholders. Appropriate notifications sent.

Actual Result:

CJ-004 High Contractor Jobs

Upload Completion Photos

Steps:

Open a job you are working on
Navigate to Photos or Attachments section
Click "Add Photos" or upload button
Select before/after photos from device
Upload and save

Expected Result:

Photos upload successfully and display as thumbnails. Photos are associated with the job and visible to all stakeholders.

Actual Result:

CJ-005 High Contractor Jobs

Complete Job

Steps:

Open a job ready to complete
Click "Complete Job" or change status
Fill in completion details (work summary, materials used)
Upload completion photos if required
Submit completion

Expected Result:

Job marked as complete with timestamp. Completion details recorded. Requester and site manager notified. Job moves to completed jobs list.

Actual Result:

CJ-006 Medium Contractor Jobs

Add Job Notes/Comments

Steps:

Open an assigned job
Navigate to Notes or Comments section
Add a new note describing progress or issues
Save the note
Verify note appears in job history

Expected Result:

Note is saved with timestamp and author. Note visible in job timeline. Internal notes only visible to appropriate users.

Actual Result:

CJ-007 Medium Contractor Jobs

View Job Location Details

Steps:

Open an assigned job
Click on the location link or "View Location"
Review location details (address, access instructions, contact)
Check for any site-specific notes or hazards

Expected Result:

Full location details displayed including address, access instructions, site contact, and any special notes or hazards.

Actual Result:

CJ-008 Low Contractor Jobs

View Job History

Steps:

Navigate to completed jobs or job history
Filter by date range or status
Open a historical job record
Review all details and attachments

Expected Result:

Historical jobs accessible and searchable. All original details, photos, and notes preserved. Status history shows complete timeline.

Actual Result:

General Notes for Contractor Jobs Testing:

Quote Management

0 of 6

Test the quote creation and approval workflow.

QM-001 High Quote Management

Create Quote from Service Request

Steps:

Open a service request that requires a quote
Click "Create Quote" or "Request Quote"
Enter quote details (description, line items, amounts)
Add any supporting documents
Submit the quote

Expected Result:

Quote created and linked to service request. Quote reference number generated. Quote appears in pending quotes list.

Actual Result:

QM-002 High Quote Management

Submit Quote for Internal Approval

Steps:

Open a draft quote
Review all details are complete
Click "Submit for Approval"
Select the internal approver
Confirm submission

Expected Result:

Quote status changes to "Pending Approval". Approver receives notification email with quote details and approval link.

Actual Result:

QM-003 High Quote Management

Approve Quote (Internal)

Steps:

Log in as an approver
Navigate to Pending Approvals
Open the quote requiring approval
Review details and click "Approve"
Add approval comments if needed

Expected Result:

Quote status changes to "Approved". Submitter notified of approval. Quote ready to send to customer if external approval required.

Actual Result:

QM-004 High Quote Management

Reject Quote

Steps:

Open a quote pending approval
Review the quote details
Click "Reject"
Enter rejection reason (required)
Confirm rejection

Expected Result:

Quote status changes to "Rejected". Rejection reason recorded. Submitter notified with reason. Quote can be revised and resubmitted.

Actual Result:

QM-005 Medium Quote Management

Send Quote to Customer

Steps:

Open an internally approved quote
Click "Send to Customer"
Verify customer email address
Add cover message if desired
Send the quote

Expected Result:

Customer receives email with quote PDF attached. Quote link allows customer to accept/reject online. Status changes to "Sent to Customer".

Actual Result:

QM-006 High Quote Management

Customer Accepts Quote

Steps:

Open the quote acceptance link from customer email
Review the quote details
Click "Accept Quote"
Enter name and confirm acceptance
Verify confirmation message

Expected Result:

Quote status changes to "Accepted". Acceptance timestamp and customer name recorded. Field manager notified. Work can proceed.

Actual Result:

General Notes for Quote Management Testing:

Helpdesk Call Management

0 of 5

Test helpdesk call logging and management functions.

HD-001 High Helpdesk

Log New Helpdesk Call

Steps:

Navigate to Helpdesk module
Click "New Call" or "Log Call"
Enter caller details (name, contact, location)
Record the issue description
Save the call record

Expected Result:

Call logged with unique reference number. Timestamp and operator recorded automatically. Call appears in recent calls list.

Actual Result:

HD-002 High Helpdesk

Create Service Request from Call

Steps:

Open an existing helpdesk call
Click "Create Service Request" or similar
Verify call details auto-populate into SR form
Add any additional details
Submit the service request

Expected Result:

Service request created and linked to the call. Call details (description, location, caller) transferred. SR reference shown on call record.

Actual Result:

HD-003 Medium Helpdesk

Search Call History

Steps:

Navigate to Call History
Search by caller name
Search by call reference number
Filter by date range
Open a historical call record

Expected Result:

Search returns accurate results. Filters work correctly. Historical records show all original details and any linked service requests.

Actual Result:

HD-004 Medium Helpdesk

Update Call Status

Steps:

Open an active call
Change the call status (e.g., Resolved, Escalated)
Add resolution notes if closing
Save the changes

Expected Result:

Status updated with timestamp. Resolution notes recorded. Appropriate notifications sent based on status change.

Actual Result:

HD-005 Low Helpdesk

View Caller History

Steps:

Open a call record
Click on caller name or "View History"
Review previous calls from same caller
Check for patterns or recurring issues

Expected Result:

All previous calls from the same caller displayed. Ability to see patterns in call history. Links to related service requests shown.

Actual Result:

General Notes for Helpdesk Testing:

User Role Testing

0 of 8

Test the system by logging in as different user roles. Verify each role has correct access permissions.

System Admin - Verify full access to all modules and settings Field Manager - Verify service management and contractor oversight access Helpdesk - Verify call and service request management access Contact Centre - Verify customer service access Customer Administrator - Verify customer-level access only Customer Site Manager - Verify site-limited access only Contractor Admin - Verify contractor organisation access Contractor Tech - Verify access to assigned jobs only

Notes for User Role Testing:

Site Rostering

0 of 8

Test staff rostering, scheduling, and shift management functionality.

RS-001 High Site Rostering

Create New Roster

Steps:

Navigate to Site Rostering module
Select a site/location for the roster
Click "Create New Roster" or similar
Set the roster period (week/fortnight/month)
Save the roster template

Expected Result:

New roster is created for the selected site and period. Roster appears in the roster list ready for staff assignment.

Actual Result:

RS-002 High Site Rostering

Assign Staff to Shifts

Steps:

Open an existing roster
Select a shift time slot
Assign a staff member to the shift
Set shift start and end times
Save the assignment

Expected Result:

Staff member is assigned to the shift. Assignment displays on the roster grid. Staff member can view their assigned shift.

Actual Result:

RS-003 High Site Rostering

Modify Existing Shift

Steps:

Open a roster with assigned shifts
Click on an existing shift assignment
Change the assigned staff member or times
Save the changes
Verify the change is reflected

Expected Result:

Shift details are updated. Previous assignee no longer sees the shift. New assignee (if changed) sees the updated shift.

Actual Result:

RS-004 Medium Site Rostering

Delete/Cancel Shift

Steps:

Open a roster with assigned shifts
Select a shift to delete/cancel
Click delete or cancel button
Confirm the deletion
Verify shift is removed from roster

Expected Result:

Shift is removed from the roster. Staff member no longer sees the deleted shift. Deletion is logged in history.

Actual Result:

RS-005 Medium Site Rostering

View Staff Availability

Steps:

Navigate to roster or staff availability section
Select a date range to view
Check staff availability indicators
Verify leave/unavailable periods are shown

Expected Result:

Staff availability is clearly displayed. Leave periods and unavailable times are visible. Conflicts are highlighted when assigning unavailable staff.

Actual Result:

RS-006 Medium Site Rostering

Copy/Duplicate Roster

Steps:

Open a completed roster
Click "Copy" or "Duplicate" roster option
Select the target date/period
Confirm the copy operation
Verify all shifts are copied

Expected Result:

New roster is created with same shift structure. All staff assignments are copied. New roster can be edited independently.

Actual Result:

RS-007 Medium Site Rostering

Publish Roster

Steps:

Complete all shift assignments on a roster
Click "Publish" or "Release" roster
Confirm publication
Verify staff receive notifications
Verify staff can view published roster

Expected Result:

Roster is published and visible to all assigned staff. Notifications are sent to staff about their shifts. Roster status shows as "Published".

Actual Result:

RS-008 Low Site Rostering

Export Roster

Steps:

Open a completed/published roster
Click export option (PDF/Excel)
Download the exported file
Verify all shift data is included

Expected Result:

Roster exports correctly in chosen format. All shifts and staff assignments are included. Export is formatted for easy reading/printing.

Actual Result:

General Notes for Site Rostering Testing:

Document Management

0 of 10

Test document upload, storage, versioning, and retrieval functionality.

DM-001 High Document Management

Upload New Document

Steps:

Navigate to Document Management section
Click "Upload" or "Add Document"
Select a file from your device (PDF, Word, Excel, etc.)
Add document title and description
Select document category/folder
Complete the upload

Expected Result:

Document uploads successfully. Document appears in the selected folder/category. File can be previewed or downloaded.

Actual Result:

DM-002 High Document Management

Download Document

Steps:

Navigate to an uploaded document
Click "Download" button
Save file to your device
Open downloaded file and verify content

Expected Result:

Document downloads successfully. Downloaded file is not corrupted. File content matches the original upload.

Actual Result:

DM-003 High Document Management

Upload New Version

Steps:

Navigate to an existing document
Click "Upload New Version" or similar
Select the updated file
Add version notes if prompted
Complete the upload

Expected Result:

New version uploads and becomes the current version. Previous version is retained in version history. Version number increments correctly.

Actual Result:

DM-004 Medium Document Management

View Version History

Steps:

Navigate to a document with multiple versions
Click "Version History" or similar option
Review the list of versions
Download or view a previous version

Expected Result:

Version history displays all versions with dates and uploaders. Previous versions can be downloaded. Version notes are visible.

Actual Result:

DM-005 Medium Document Management

Search Documents

Steps:

Navigate to Document Management
Use the search function
Search by document name/title
Search by document content (if supported)
Apply filters (type, date, category)

Expected Result:

Search returns relevant documents. Filters narrow results correctly. Search is responsive and reasonably fast.

Actual Result:

DM-006 Medium Document Management

Create Folder/Category

Steps:

Navigate to Document Management
Click "Create Folder" or "Add Category"
Enter folder name and description
Save the folder
Verify folder appears in the structure

Expected Result:

Folder is created and visible in the navigation. Documents can be moved/uploaded to the new folder.

Actual Result:

DM-007 Medium Document Management

Move Document

Steps:

Select a document to move
Click "Move" or drag to new location
Select destination folder
Confirm the move
Verify document appears in new location

Expected Result:

Document moves to the new folder. Document is no longer in original location. Links/references update correctly (if applicable).

Actual Result:

DM-008 Medium Document Management

Edit Document Properties

Steps:

Navigate to an existing document
Click "Edit" or "Properties"
Modify title, description, or tags
Save the changes
Verify changes are reflected

Expected Result:

Document properties are updated. Changes appear immediately. Search results reflect the updated properties.

Actual Result:

DM-009 Medium Document Management

Delete Document

Steps:

Select a document to delete
Click "Delete" button
Confirm deletion when prompted
Verify document is removed
Check if document goes to trash (if applicable)

Expected Result:

Document is deleted (or moved to trash). Document no longer appears in folder. Deletion is logged in audit trail.

Actual Result:

DM-010 Low Document Management

Document Preview

Steps:

Navigate to a document (PDF, image, etc.)
Click to preview/view document
Verify preview displays correctly
Test navigation (next page, zoom) if applicable

Expected Result:

Document preview displays correctly in browser. PDF pages render clearly. Images display at appropriate resolution.

Actual Result:

General Notes for Document Management Testing:

Sign-off

Draw your signature below to confirm testing completion:

Export Your Checklist

Export your completed checklist for record keeping:

Step 1: Select Your Production Modules

Step 2: Complete Your UAT Checklist

Pre-Test Setup Checklist

Retest Required

Create New Service Request

Add Photos to Service Request

Assign Contractor to Service Request

Update Service Request Status

Complete Service Request

Search and Filter Service Requests

View Service Request History

Required Field Validation

Cancel/Delete Service Request

Retest Required

View Assigned Jobs (Contractor Login)

Start Job / Mark In Progress

Place Job On Hold

Upload Completion Photos

Complete Job

Add Job Notes/Comments

View Job Location Details

View Job History

Retest Required

Create Quote from Service Request

Submit Quote for Internal Approval

Approve Quote (Internal)

Reject Quote

Send Quote to Customer

Customer Accepts Quote

Retest Required

Log New Helpdesk Call

Create Service Request from Call

Search Call History

Update Call Status

View Caller History

Retest Required

Service Request Emails

Scheduled Maintenance Emails

Contractor Job Emails

Technician Activity Emails

Quote Emails

Training Emails

Insurance & HSSE Emails

Retest Required

Retest Required

Create New Roster

Assign Staff to Shifts

Modify Existing Shift

Delete/Cancel Shift

View Staff Availability

Copy/Duplicate Roster

Publish Roster

Export Roster

Retest Required

Upload New Document

Download Document

Upload New Version

View Version History

Search Documents

Create Folder/Category

Move Document

Edit Document Properties

Delete Document

Document Preview

Issues Found

Sign-off

Submit Your UAT Results

Export Your Checklist

Guide Preview

Start New Session

Resume Session

Find My Sessions

Session Created!

Submit UAT Results

Submission Complete!

Final UAT Sign-off

Testing Summary

Agreement & Acceptance

Session History