UAT Approach and Criteria

Test cycle

1. Release and environment readiness review
2. Smoke testing of all channels
3. Role and test-data verification
4. Planned business-scenario execution
5. Daily defect triage and reporting
6. Fix deployment and targeted regression
7. Exit-criteria review
8. Acceptance decision and sign-off

Entry criteria

• Approved UAT scope and release candidate are available.
• All in-scope channels are reachable through secure connections.
• Test roles, devices, browsers, app builds, data, and enabled integrations are recorded.
• Smoke tests have passed without an open blocker.
• Testers understand evidence, privacy, financial, and escalation controls.
• Defect and daily-reporting processes are active.

Exit criteria

• All critical cases are executed and passed.
• No open S1 defect remains.
• No open S2 defect remains unless formally accepted with a safe workaround, owner, and target date.
• Financial totals and cross-channel records reconcile.
• Security/privacy observations are resolved or explicitly rejected from release.
• Evidence and traceability are complete for the acceptance decision.
• Business owners and acceptance authority have signed the final outcome.

Recommended completion thresholds

Measure	Required outcome
Critical test completion	100%
Critical test pass rate	100%
Overall execution	100%, excluding approved N/A
S1 defects	0 open
S2 defects	0 open, unless formally accepted
Reconciliation differences	0 unexplained