Client acceptance testing sign-off
Guide a client through acceptance testing in staging and record each test result, any defects and sign-off before release.
- Industry
- IT Services, MSPs and Dev Shops
- Team
- Client services, Product and engineering
- Use case
- Project management
- Tags
- Approval workflow Client delivery
- Includes
- 1 database · 1 app
Template preview
Included items
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Dashboards
App · 1 embedded block (c-uat) · Requires sign-in
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Software delivery and maintenance backlog
Database · Embedded view: Client validation queue (Work items dashboard) · Requires sign-in
Overview
What this template supports
A client-facing acceptance testing page from a custom development team. It gives how-to-test steps, embeds the client validation queue from the delivery backlog database and lists test cases with pass or fail results, defects with their fix status, a release readiness rating, a sign-off checklist and a decision table, with a testing block from the Dashboards app. A batch is not released until both sides record a decision.
- How-to-test steps
- Embedded client validation queue database view
- Test case table with results
- Defects table with severity and status
- Sign-off checklist
- Decision table for both parties
- Testing block from the Dashboards app
How to use this template
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Break the work into test cases
List the scenarios the client should test against the agreed acceptance criteria.
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Filter the queue to one client
Switch the embedded queue to a saved view for the client's product before sharing.
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Record decisions
Record each result and defect, then get the client owner's decision before release.
Frequently asked questions
What does Client acceptance testing sign-off help me do?
Guide a client through acceptance testing in staging and record each test result, any defects and sign-off before release.
What is included in this template?
It includes How-to-test steps, Embedded client validation queue database view, Test case table with results and Defects table with severity and status.
Who is this template designed for?
It is designed for Client services and Product and engineering teams working in IT Services, MSPs and Dev Shops.
What should I review before using this template?
List the scenarios the client should test against the agreed acceptance criteria. Switch the embedded queue to a saved view for the client's product before sharing.
Can a batch pass if a case failed?
Only after the failing case is fixed and retested with a pass, as the page records.
Can I add this template directly from the gallery?
The gallery provides previews and public links. Adding a copy directly to your workspace from the gallery is not available yet.