User Acceptance Testing (UAT)

5 min read

by George Wilson on 19th April 2021

How to Prepare and Initiate UAT

When developing a plan, various aspects need to be taken into account. Alongside determining factors, including the scope, strategy and timescales, you will need to consider the business’ capturing process and the test scripts.

As the testing process may vary from one project to another, the considerations may vary; however, this covers most of them.

Understand and capture business processes.

  • Know how the business operates to be able to test a change in an area. Is this information to be gained via documentation or key users?
  • The business processes may change, and as the UAT is implemented in a separate environment, you will need to know the new business process changes, including inputs, outputs and outcomes.
  • You may want to document this understanding and data capture using a classic structure. However, the downside of this is that it is not suitable for multiple scenarios. In this case, you will need to support any process definition with the data variations that are required, both for input and output.
  • If the project is largely revisions and additions to an already existing system, you may want to capture the existing process from production if the knowledge is not already available. You can use this to create text-style instruction cases or even how-to videos, which users can refer to alongside data scenarios.

The UAT management tool should be used here to provide a repository for users and the ability to organise them.

Create or adapt test cases.

There are several important factors to consider when looking at the content of test cases. It is important to identify their coverage identifying if you have covered all the processes and scenarios that need to be tested. This analysis is critical, and it may require considerable input from business users to create them.

Some organizations opt to delegate this task entirely to the users, which is often the best route; however, if you take this approach, you will need inspection and reconciliation to ensure that you have achieved the necessary coverage level.

Check coverage

Two simple things you’ll need to consider for the coverage:

  • Do the test cases provide full coverage of the test scope?
  • Maintain traceability between changes/requirements and test cases

Detail in test cases may vary

It is possible to perform effective UAT with very lightweight cases, but this depends on the system knowledge level of the users performing tests. If you don’t require extensive detail, there is no reason to put it in the test case.

Historically, detailed test cases and scripts also helped define what the tester was doing, so any issues could be described in the context of that series of events. Modern UAT, however, uses capturing technology to show precisely what the user was doing and document their concerns and feedback.

Regardless of the approach your UAT will take, test cases have become valuable assets that we want to re-use, and hence they need to be stored and organised in a way that supports that.

Things to consider

  • Organize test case repository and classification
  • Depending on who is preparing test cases, what help and guidance do they need?
  • Amend existing test cases, if available, to match the changes/requirements
  • Create test cases where they are needed
  • Consider the sequence and dependencies
  • Create test scripts

The same principles as outlined for test cases apply to any scripts which take instructions to the next level. The coverage and level of detail in relation to the skills and knowledge of the persons executing the tests. A purpose–designed repository that makes scripts accessible, maintainable, referenceable, and reusable is fundamental for increasing organisational efficiency and avoiding frustration.

Things to consider

  • Create a standard script template if there is not an existing one.
  • Consider if detailed scripts for each test case are required.
  • Base the scripts on captured existing processes, if available.
  • The UAT management platform should support a script repository and be linked to test cases.
  • Consider what format to hold the scripts in.
  • Are training aids required to assist in script execution?
  • Determine test data needs and strategy

There are two aspects of data that need to be initially considered:

Things to consider

  • What data is needed to be processed
  • What supporting data is required

You’ll need to consider where the required data will come from, and this is inevitably based on what data is already available. This data needs to be treated as an asset; you should aim not to rebuild it or recreate it every time you go through a test cycle. Automation is sometimes used in this scenario to automatically create the data needed for subsequent testing and to carry it out when it is difficult to manage the condition of supporting data. However, the use of automation can be avoided in these scenarios by using a solution to manage data, this will allow for automation to be implemented in other areas which would benefit from it more.

You can avoid this by utilizing available technology and virtualized environments, which will save considerable time and effort.

Things to consider

  • Plan where and how to provide test environments(s).
  • Can virtual environments be used?
  • Consider the backup and reset strategy for the data.
  • What supporting technology is required?
  • You will probably need to coordinate with IT, infrastructure teams.
  • Test the test scripts

If your test scripts have been created for distribution, you will need to check that they are understandable for users who will also be able to work with them. If the users have created them, it is the UAT manager’s choice how important this is to do.

Things to consider

  • Check both the content and format
  • Liaise with users to check their needs and the script or the scripts they have developed
  • Risk and priority assessment

There are times when a project doesn’t go to plan. To successfully achieve a competent and effective UAT, it is important to understand the important testing areas and those that can be deemed as lower-risk. If the situation arose, it could be cut from the test. Through understanding these risks, you will need to prioritise important tests first.

Things to consider

  • Which tests are most important?
  • Are any tests able to be skipped?

Download the free Ultimate UAT Guide to understand the complete UAT process, including optimizing the strategy, planning, and executing the plan to achieve the best results.



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