An Introduction to the Cura Solution Implementation User Acceptance Testing for Cura Assessor (Generic)
CONTENTS
Acceptance Testing ................................................................................................................ 3 Definition ..................................................................................................................................... 3 Roles and Responsibilities ........................................................................................................... 3 Testers/Participants .................................................................................................................... 4 Testing Requirements ............................................................................................................ 4 Testing Schedule ......................................................................................................................... 5 Test Cases ............................................................................................................................. 6 Assessor - Rich client ................................................................................................................... 6 Assessor - Web Client .................................................................................................................. 7 Sign-off and Acknowledgement ............................................................................................. 8
Cura Generic UAT Process
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ACCEPTANCE TESTING
DEFINITION The overall purpose of testing is to ensure the Cura Assessor 3.2 application performs at an acceptable level for the customer. This document outlines the detailed plan for user acceptance testing of this application. This test plan will be used to record the customer’s sign off of the documented scenarios. Detailed test cases have been developed and will be used to record the results of user testing. This document is a high level guide, and is not intended as a replacement for any specific user acceptance testing procedures that individual areas might have.
ROLES AND RESPONSIBILITIES
Resource Type
Responsibilities
Name
Communication with customer to agree on format and scope of UAT Project Manager
Business Analyst
Agreement of acceptance criteria with the customer prior to commencing UAT Assist customer with the creation of a detailed test plan Ensure that a detailed test plan is available for test users
Test Lead
Ensure that bugs identified during UAT are logged Ensure UAT process screenshots are taken and contextualised Ensure testing takes place within agreed timeframes
Testers
Execute cases to ensure the application performs at an acceptable level. Document testing results and supporting screenshots.
Cura Generic UAT Process
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TESTERS/PARTICIPANTS Testing participants should include representatives from all areas involved in the application. There are benefits to including representatives from across all areas to validate the systems functions before the upgrade goes live in production. The best candidates for UAT are:
Staff directly impacted by the upcoming system and business process changes.
Frequent users of the application and functions planned in test scripts/cases.
Individuals with a sound understanding of business processes in the areas they represent.
Individuals with the necessary time to commit to this endeavor.
Willing to experiment (to try various methods to see what works and what doesn’t work).
TESTING REQUIREMENTS
Testing will take place in ______________________________________________. Some testers may choose to perform some testing from their regular workstations where it is possible. Test results must still be coordinated with others.
UAT will take place beginning on ________________________.
Identified testing participants will receive instructions prior to the start of testing.
Identified testing participants will perform the equivalent of their normal business function in the upgraded environment.
Test cases and scenarios will be prepared prior to the start of UAT.
Test participants will conduct the tests and document results.
Tester Name
Cura Generic UAT Process
Department/Area Representing
Area of Testing Focus
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TESTING SCHEDULE All upgraded functionality and test data will be migrated to the test environment prior to the start of user acceptance testing.
Activity
Lead Responsibility
Date
Identify and select testers for UAT Develop test scenarios and cases Validate participants availability for testing Review scenarios for accuracy, completeness and sequence (confirm test data is correct) Ensure UAT desktops configured for testing UAT environment validation Testing by UAT participants
Cura Generic UAT Process
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TEST CASES ASSESSOR - RICH CLIENT Tasks Rich Client
Problems experienced
Resource
Date Sign off
Log onto database Create an assessment Add a risk Run a report Add a contact Send a task notification to live PC Create and append screenshots of UAT Tasks USER: USER: USER: USER: USER:
Cura Generic UAT Process
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ASSESSOR - WEB CLIENT Tasks Web client
Problems experienced
Resource
Date Sign off
Log onto database Copy an assessment Add a risk Run a report Add a contact Create and append screenshots of UAT Tasks USER: USER: USER: USER: USER:
Cura Generic UAT Process
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SIGN-OFF AND ACKNOWLEDGEMENT
I understand that by agreeing to participate in this testing through the execution of the testing plan, I approve of the activities defined and authorize my department to participate as documented for the successful implementation of this application in our department.
_______________________________ Resource Name
Date: ___/___/___
_______________________________ Title or Responsibility
_______________________________ Resource Name
Date: ___/___/___
_______________________________ Title or Responsibility
_______________________________ Resource Name
Date: ___/___/___
_______________________________ Title or Responsibility
_______________________________ Resource Name
Date: ___/___/___
_______________________________ Title or Responsibility
_______________________________ Resource Name
Date: ___/___/___
_______________________________ Title or Responsibility
Cura Generic UAT Process
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An Introduction to the Cura Solution Implementation Generic Project Plan (Pilot – Live Implementation)
Cura Solution Implementation Generic Project Plan
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An Introduction to the Cura Solution Implementation Client System Architecture Technical Audit Sheet
CONTENTS
Client Details ................................................................................................................................ 3 Cura Installation Environment ....................................................................................................... 4 Cura Module Installation .................................................................................................................... 4 Cura Users Setup ................................................................................................................................ 4 Cura Rich Client User Register............................................................................................................ 5 Cura Server Setup ............................................................................................................................... 5 Cura Login Requirements ................................................................................................................... 7 A.D. Controller Details ........................................................................................................................ 7 Sign-Off Sheet ............................................................................................................................... 8
Cura Client Audit Sheet
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CLIENT DETAILS
Client Name
____________________________________________________________________________
Client Address
____________________________________________________________________________ ____________________________________________________________________________
Project Sponsor (Names) ____________________________________________________________________________ I.T. Contact (Names)
____________________________________________________________________________
Cura Business Analyst
____________________________________________________________________________
Cura Installation Date
____________________________________________________________________________
EULA Details (Complete for all client EULAs): Description
Server Licenses
Rich User Licenses
Web User Licenses
Anniversary
1) 2) 3) 4) 5) 6) 7) 8) 9) 10)
Cura Client Audit Sheet
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CURA INSTALLATION ENVIRONMENT CURA MODULE INSTALLATION Cura Modules
□ □
Assessor/Risk Meth Builder
□ Doc Manager □ Surveys
Quick Capture
□
Compliance
□
Convert
□
Other Modules _______________________________ _______________________________
Installation Process
□
Demo
□
Pilot
□
Dev Install
Live Install
□
Other Process _______________________________________________________________ Version Control
Current Version ________
Update Required ________
Date/Month Installed
_________________________
Date/Month Upgraded
Upgrade Version
_______
_________________________
CURA USERS SETUP Summary of Cura Users: User Spread
Local (On Site): ________ Rich Users
________ Web Users
Local (Off Site): ________ Rich Users
________ Web Users
National:
________ Rich Users
________ Web Users
International:
________ Rich Users
________ Web Users
Administrators ________ System Administrators Training Conducted
Assessor: Basic Report Writer
□ □
□ Meth Builder □ Advanced
Administrator Doc Manager
□ □
Web Assessor Convert
□ □
Surveys
□
Other Training ________________________________________________________________ Summary of Environment: Client IT Contact Person
_________________________________
Windows Version ______________
Cura Client Audit Sheet
SQL Version
Contact Details
_______________
__________________________
MS Server Version
________________
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CURA RICH CLIENT USER REGISTER If this information is not readily available from your contact, or many users exist, run the Cura Contact List Report in order to extract the user list which must be attached to this audit report. Ensure you have this report available so that you can install it on the client’s Cura system in order to run. This report can then be printed out and attached to this audit sheet. If you are unable to do this, you will need to complete a list of users in the given fields below. An additional page is attached to capture multiple users.
User Full Name
User Logon Name
User Role
CURA SERVER SETUP Only fill in the applicable fields based on the client’s server tiers and environment. One/Two/ Three Tier
Server Type
Server Name
IP Address
Hardware Spec
DEV Web Server
PROD DR DEV
Application Server
PROD DR DEV
Database Server
PROD DR
Cura Client Audit Sheet
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Summary of Environment: Client IT Contact Person
_________________________________
Server Installation Date
________________________
Server Backup Method:
Manual
SQL Server Version
________________________
Windows Version & SP
________________________
â–Ą
Automated
Contact Details
__________________________
Last Server Backup Date
__________________________
â–Ą
__________________________
Backup Suite
OS Version/Service Pack __________________________ MS Server Version
_________________________
Comments:
List all applications sharing the Cura Server (Application, Web and/or Database servers). It is also important to indicate the frequency of the maintenance requirements of the application sharing the server with the Cura software. Application Name
Type of Application
Frequency of Maintenance
App/Web/DB?
Comments
Comments:
Cura Client Audit Sheet
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CURA LOGIN REQUIREMENTS Cura requires a SQL username to access the database. The minimum required rights are DB owner. Cura Login
Yes/No
Admin Password
Location of Login
Using Cura Login Required? Alternative Login Required? Comments Cura may depend on Windows Authentication as well. Enter these details below: Windows Authentication
Yes / No
Using Windows Authentication? Comments
A.D. CONTROLLER DETAILS Name
Details
Location
Please specify the following Exchange particulars: Exchange Version Exchange SRV Name Exchange SRV IP Address SMTP path Mail Marshall / Spam filter active? Added Cura mail address to trusted list? Comments
Cura Client Audit Sheet
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SIGN-OFF SHEET This confirms that the client has been visited by the assigned Cura Business Analyst or representative, and that all necessary information has been gathered and any relevant client issues have been discussed.
For
____________________________________________________________________ (“the Client�)
Name
_____________________________________
Signature
_____________________________________
Date
_____________________________________
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
For
CURA SOFTWARE
Name
_____________________________________
Signature
_____________________________________
Date
_____________________________________
Cura Client Audit Sheet
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Annexure – Contact Sheet for Cura Users Cura offer product support and expansion services to all clients. Each department recognizes particular roles in ensuring your Cura installation remains updated, working and scalable to suit your needs.
Switchboard Cura South Africa can be reached at the following numbers: Telephone Fax Website Queries
+27 11 483 7640 +27 86 649 3760 www.curasoftware.com
General Product Support: For all your everyday Cura user queries, or to log faults, errors, fixes or to make a request for product enhancements or for a Cura consultant to visit you, please contact our support centre: Telephone eMail
+27 11 483 7650 support@curasoftware.com
Sales & Expansion Queries Should you wish to learn more about additional Cura products, existing product expansion or build enhancements to your Cura system, please contact a member of our Sales Team to discuss your needs and arrange a meeting to evaluate different options and possible submit a quotation based on these. Philip Tilman Blessing Mutambara Paul van der Struys
philipt@curasoftware.com blessing@curasoftware.com pauls@curasoftware.com
Training Cura offer a variety of training sessions for all our products, from beginner to advanced levels, as well as refresher sessions. Please call our training personnel to discuss any training needs you may have. eMail
Cura Client Audit Sheet
curatraining@curasoftware.com
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User Full Name
Cura Client Audit Sheet
User Logon Name
User Role
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