Constituent 360 UAT Plan

Test Deliverables

UATTest Plan TEMPLATE v1.0

Project: Donor Drive

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 Constituent 360 UAT Plan
Test Deliverables

Table of Contents
1 General Information..................................................................................................................................................................4
1.1 Version History...........................................................................................................................................................4
1.1.1 Further Revisions....................................................................................................................................................4
1.2 Document Sign-Off and Approvals...........................................................................................................................4
2 Introduction...............................................................................................................................................................................5
2.1 Document Description...............................................................................................................................................5
2.1.1 Project Summary.....................................................................................................................................................5
2.1.2 List of New Features...............................................................................................................................................5
2.2 Related Documentation.............................................................................................................................................5
2.2.1 Business/Functional Requirements.........................................................................................................................5
2.2.2 Technical Solution Design.......................................................................................................................................5
2.2.3 QA Test Script(s).....................................................................................................................................................5
2.2.4 QA Test Plan...........................................................................................................................................................5
3 Scope of User Acceptance Testing.........................................................................................................................................6
3.1 Applications and Modules Affected..........................................................................................................................6
3.2 Features to be Tested................................................................................................................................................6
3.3 Features Not to be Tested.........................................................................................................................................6
4 Responsibilities........................................................................................................................................................................7
5 Configuration and Setup..........................................................................................................................................................8
5.1 Hardware.....................................................................................................................................................................8
5.2 Software......................................................................................................................................................................8
5.3 Test Environments.....................................................................................................................................................8
5.4 Test Tools...................................................................................................................................................................8
5.5 Training.......................................................................................................................................................................9
5.6 Office Requirements..................................................................................................................................................9
5.7 Security.......................................................................................................................................................................9
5.8 Documentation...........................................................................................................................................................9
6 Schedule and Milestones.........................................................................................................................................................9
7 Test Approach.........................................................................................................................................................................10
7.1 Develop Tests...........................................................................................................................................................10
7.1.1 Analyze Requirements..........................................................................................................................................10
7.1.2 Develop Scenarios................................................................................................................................................10
7.1.3 Review Documents...............................................................................................................................................10
7.1.4 Derive Acceptance Criteria....................................................................................................................................10
7.1.5 Construct Test Cases............................................................................................................................................10

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7.1.6 Requirements Traceability Matrix..........................................................................................................................10

7.1.7 Write Test Scripts..................................................................................................................................................10
7.2 Prepare to Test.........................................................................................................................................................10
7.2.1 Prepare Testing Environment................................................................................................................................10
7.2.2 Create Test Data...................................................................................................................................................10
7.2.3 Agree Entry Criteria...............................................................................................................................................10
7.2.4 Complete the Test Procedures..............................................................................................................................10
7.3 Running the Tests....................................................................................................................................................10
7.3.1 Item Pass/Fail Criteria...........................................................................................................................................11
7.3.2 Reporting Incidents...............................................................................................................................................11
7.3.3 Classifying Incidents..............................................................................................................................................11
7.4 Review Test Results................................................................................................................................................11
7.4.1 Exit Criteria............................................................................................................................................................11
7.5 Change Management...............................................................................................................................................11
7.6 Suspension Criteria and Resumption Requirements............................................................................................11
8 Test Deliverables....................................................................................................................................................................11

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 Constituent 360 UAT Plan
Test Deliverables

1 General Information

1.1 Version History

Version Date Description of Revision Reason for Revision Prepared By
Pilot 8/11/14 Creation Fatima A.

1.1.1 Further Revisions

As this project is iterative in nature, this document is a work in progress and will be modified as business rules are discussed and
agreed upon. Additional requirement and business-rule definition and/or revisions to this document will generate further document
versions. In all cases, agreed changes will be clearly defined in the body of the text or as an addendum to this document, as
appropriate.

1.2 Document Sign-Off and Approvals

Approved by

Komen QA Lead: Fatima A. Date:8/11/14

Signature:
Comments:

Komen UAT Lead: Fatima A. Date: 8/11/14

Signature:
Comments:

Komen Development Lead: Cheri S. Date: 8/11/14

Signature:
Comments:

Komen Project Manager: Cheri S. Date: 8/11/14

Signature:
Comments:

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Test Deliverables

2 Introduction

2.1 Document Description

This document is the User Acceptance Testing (UAT) plan for the Donor Drive project. The UAT step will follow the successful
completion of the QA testing step. UAT will be completed with the goal of ensuring that the system meets business needs. The
objectives of this document are to outline the testing strategy and approach for UAT, provide guidance to users performing testing,
and to define pass/fail criteria for each test.

2.1.1 Project Summary

Our Personal Fundraising pages have not been refreshed in more than four years, and advances in technology and social media
make this the optimal place to implement the DonorDrive platform. Personal Fundraising pages are a smaller revenue stream that
poses the least amount of risk to explore platforms like this to increase revenue.
We would like to take this opportunity to reduce the complexity and negative aspects of our current Personal Fundraising. The
current sign up process is long and tedious, not easy to customize, and does not follow industry best practices. An optimal solution
will make personal fundraising interesting and feel special to the donors/users while giving them opportunities to amplify the
message.

2.1.2 List of Features

Add in any/all high level features being tested
 General Functionality

2.2 Related Documentation

http://sgkweb.komen.org/Projects/Personal%20Fundraising/default.aspx

2.2.1 Business/Functional Requirements

http://sgkweb.komen.org/Projects/Personal%20Fundraising/Project%20Documents/Scope%20and%20Requirements/
PersonalFundraising-BusinessRequirements-cs-20140723_1.2.docx

2.2.2 Technical Solution Design

http://sgkweb.komen.org/Projects/Personal%20Fundraising/Project%20Documents/System%20Documentation/DonorDrive-
DataMap-cs-v3-20140723.xlsx

2.2.3 QA Test Script(s)

http://sgkweb.komen.org/Projects/Personal%20Fundraising/Project%20Documents/Testing/Test%20Cases%20Donor%20Drive.xlsx

2.2.4 QA Test Plan

http://sgkweb.komen.org/Projects/Personal%20Fundraising/Project%20Documents/Testing/DonorDrive_Test_Plan_draft.docx

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3 Scope of User Acceptance Testing

3.1 Applications and Modules Affected

Application Module

Salesforce

MoneyMaker

Komen Hub

3.2 Features to be Tested

Feature Short Description (if needed)

Donation Form

Gift Matching

Fundraising Page Creation

Social Networking Email/Social Networks

Auto Responders

Donation Management Refunds/Adjustments/Reassignment

Offline Donation Forms

Data Flow SaleForce Dataloader to MoneyMaker

3.3 Features not to be tested

Feature Reason Excluded from Testing Scope

Basic OOTB functionality DonorDrive is testing basic functionality

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4 Responsibilities

Name Role Responsibilities

Fatima QA Test Lead

 Responsible for major coordination and preparation of all testing efforts
for the project
 Serves as main source of QA contact during test execution
 Responsible for giving sign-off for project to be approved or denied for
either further testing or a production release
 Responsible for enforcement of rules laid out for project requirements
 Provide testing status updates to project team, as needed or requested
 Responsible for the logging and tracking of defects

Cheri QA Test Manager

 Responsible for approval of all test plans created by the QA resources
 Assists with determining time lines and resourcing of QA staff
 Able to override any QA member with regard to test sign-off

Cheri Development Lead

 Provides main source of contact for QA members when executing test
scripts
 Responsible for production-based research and validation of all issues
encountered during testing when QA staff is unable or unavailable to do
so
 Provide resolution, possibly with the assistance of other staff members,
to all issues detected during the testing process

Vendor Development Manager

 Responsible for allocation of development resources
 Able to override any development decision made with regard to issue
resolution or feature development
 Responsible for approval of functional designs and specifications that will
be applied during the project

Cheri Implementations Lead

 Responsible for setup of environments used during testing
 Main contact during all build or deployment issues
 Responsible for applying fixes received by development to the testing
environment during each testing cycle

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Kevin Croy and UAT Testers

Christy  Responsible for following UAT test plan and UAT test scripts
Sandoval  Will provide final sign-off for business user acceptance

Fatima UATLead
 Serves as contact point between the project requestors (users) and the
development, QA and UAT staff
 Assist in providing any documentation necessary to the business users
following QA/UAT test cycles
 Assist in interpretation of the business requirements to assure all
business rules and needs are meet accurately

Cheri Project Manager

 Provides guidance on the overall project
 Coordinates and develops project schedule
 Liaison with business to ensure participation and ownership
 Tracks all project activities and resources, ensuring project remains
within scope
 Facilitates identifying and bringing closure to open issues
 Communicates project status

5 Configuration and Setup

5.1 Hardware
None required.

5.2 Software
Internet browser.

5.3 Test Environments

http://go.komen.org

5.4 Test Tools

Defect Tracking and Recording spreadsheet with user scenarios.

5.5 Training
Brief overview of site functionality will be given by QA Lead (Fatima)

5.6 Office Requirements

N/A

5.7 Security
UAT Testers will create their own user IDs and passwords which will be recorded by testing team for their records.

5.8 Documentation
Defect Tracking and Recording Spreadsheet

6 Schedule and Milestones

This section defines the TIME constraints on UAT testing.
 Decide from the SCOPE and QUALITY statements what testing tasks need to be done.
 Order the tasks into precedence.
 Estimate the tasks duration and the resources they require.
 Estimate how long UAT will take.

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Test Deliverables

Milestone Start Date Completion Date

UAT Testing 8/25/14 8/26/14

DonorDrive complete fixes 8/26/14 8/28/14

UAT Retest 8/27/14 8/29/14

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7 Test Approach

This section defines the techniques, approach, and completion criteria to enable the testing tasks to be identified and the amount of
time they will require.

7.1 Develop Tests

Tests will be written as scenarios that reflect common uses of site functionality.

7.1.1 Analyze Requirements

http://sgkweb.komen.org/Projects/Personal%20Fundraising/Project%20Documents/Forms/AllItems.aspx?RootFolder=%2fProjects
%2fPersonal%20Fundraising%2fProject%20Documents%2fScope%20and%20Requirements&FolderCTID=&View=%7b31CD576C
%2dE171%2d48D7%2d9AF8%2dD0B8CC49E7AA%7d

7.1.2 Develop Scenarios

Based on QA Test Cases and common user scenarios.

7.1.3 Review Documents

http://sgkweb.komen.org/Projects/Personal%20Fundraising/Project%20Documents/Forms/AllItems.aspx

7.1.4 Derive Acceptance Criteria

95% Pass Rate with no Showstoppers

7.1.5 Construct Test Cases

http://sgkweb.komen.org/Projects/Personal%20Fundraising/Project%20Documents/Testing/UAT%20Test%20Cases%20Donor
%20Drive.xlsx

7.1.6 Requirements Traceability Matrix

Specify the techniques that will be used to record and track back Incidents
 UAT Requirements Document
 Defect Tracking Spreadsheet (http://sgkweb.komen.org/Projects/Personal%20Fundraising/Project%20Documents/
Testing/UAT%20Test%20Cases%20Donor%20Drive.xlsx)

7.1.7 Write Test Scripts

http://sgkweb.komen.org/Projects/Personal%20Fundraising/Project%20Documents/Testing/UAT%20Test%20Cases%20Donor
%20Drive.xlsx

7.2 Prepare to Test

In addition to developing the tests a number of other activities need to take place in order to allow UAT to take place.

7.2.1 Prepare Testing Environment

Testing environment will be url that will have already been tested across different browsers. Full QAT will be performed before hand
including crossbrowser and mobile testing.

7.2.2 Create Test Data

Refunds and Partial Refunds must be manually adjusted in the database until payment gateway Is open.

7.2.3 Agree Entry Criteria

QA Testing Completed, Development has corrected all defects, testing environment signed off on.

7.2.4 Complete the Test Procedures

Test Procedures include the Test Scripts required to run the tests and the additional procedures to cover the processes of actually
running the tests.

7.3 Running the Tests

UAT Testers will be given a spreadsheet of scenarios with steps to test and a timeframe for testing.

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7.3.1 Item Pass/Fail Criteria

Pass= user is able to perform assigned task and receives expected results
Fail = user is not able to perform assigned task or does not receive expected results

7.3.2 Reporting Incidents

Incidents will be reported on UAT Test Cases spreadsheet (Defect Tracking sheet) and will have drop downs for pass/fail and
severity [1-Minor(Able to work around/Aesthetic), 2-Medium(Should be fixed), 3-Major(Showstopper)]

7.3.3 Classifying Incidents

Status: Pass/Fail
Severity: 1-Minor(Able to work around/Aesthetic), 2-Medium(Should be fixed), 3-Major(Showstopper)]

7.4 Review Test Results

After the testing has been completed and faults fixed and retested the test results need to be reviewed to make a decision about
whether to accept or reject the system.

7.4.1 Exit Criteria

95% Pass Rate

7.5 Change Management

Please reference requirements document.http://sgkweb.komen.org/Projects/Personal%20Fundraising/Project%20Documents/Scope
%20and%20Requirements/PersonalFundraising-BusinessRequirements-cs-20140723_1.2.docx

7.6 Suspension Criteria and Resumption Requirements

N/A

8 Test Deliverables
The following test documentation will be produced:
 UAT Test Plan – This document deals with what needs to be done in UAT.
 UAT Test Cases – The values input and results expected from tests.
 UAT Test Logs – The results of running the tests.
 UAT Incident Reports – Observations of unexpected results.
 UAT Test Summary Report – Summary of testing.

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