> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# UAT Test Execution Checklist

> Version: 1.0.0 Last Updated: 2026-01-15 Status: Active

**Version:** 1.0.0\
**Last Updated:** 2026-01-15\
**Status:** Active

> **Usage:** Use this template to track test execution sessions. One checklist per session. Export to CSV for stakeholder sharing.

***

## Session Information

**Session ID:** `UAT-SESSION-{YYYYMMDD}-{INITIALS}`\
**Session Date:** `YYYY-MM-DD`\
**Tester Name:** `{Full Name}`\
**Tester Email:** `{Email}` (use corporate or test accounts only, e.g., `{name}@encoreos.io`)\
**Module:** `{Module Code}` (PF, HR, FA, RH, GR, FW, FM, LO, IT)\
**Feature:** `{Feature Name}` (e.g., HR-01: Employee Directory)\
**Environment:** `{Environment Name}` (e.g., UAT, Staging)\
**Browser/Device:** `{Browser/Device}` (e.g., Chrome Desktop, Safari Mobile)\
**Session Duration:** `{Start Time}` - `{End Time}` (Total: `{Duration}`)

***

## Test Execution Summary

| Metric               | Count     | Percentage      |
| -------------------- | --------- | --------------- |
| **Total Test Cases** | `{Count}` | 100%            |
| **Passed**           | `{Count}` | `{Percentage}%` |
| **Failed**           | `{Count}` | `{Percentage}%` |
| **Blocked**          | `{Count}` | `{Percentage}%` |
| **Skipped**          | `{Count}` | `{Percentage}%` |
| **Not Executed**     | `{Count}` | `{Percentage}%` |

**Pass Rate:** `{Percentage}%`\
**Execution Rate:** `{Percentage}%` (Executed / Total)

***

## Test Execution Details

| Test Case ID       | Test Scenario Name | Priority   | Status                                            | Execution Time | Notes/Issues | Screenshots | Defect ID |
| ------------------ | ------------------ | ---------- | ------------------------------------------------- | -------------- | ------------ | ----------- | --------- |
| `{MODULE}-UAT-001` | `{Scenario Name}`  | `Critical` | `[ ] Pass` `[ ] Fail` `[ ] Blocked` `[ ] Skipped` | `{MM:SS}`      | `{Notes}`    | `{Link}`    | `{ID}`    |
| `{MODULE}-UAT-002` | `{Scenario Name}`  | `High`     | `[ ] Pass` `[ ] Fail` `[ ] Blocked` `[ ] Skipped` | `{MM:SS}`      | `{Notes}`    | `{Link}`    | `{ID}`    |
| `{MODULE}-UAT-003` | `{Scenario Name}`  | `Medium`   | `[ ] Pass` `[ ] Fail` `[ ] Blocked` `[ ] Skipped` | `{MM:SS}`      | `{Notes}`    | `{Link}`    | `{ID}`    |
| `{MODULE}-UAT-004` | `{Scenario Name}`  | `Low`      | `[ ] Pass` `[ ] Fail` `[ ] Blocked` `[ ] Skipped` | `{MM:SS}`      | `{Notes}`    | `{Link}`    | `{ID}`    |

*(Add more rows as needed)*

***

## Status Definitions

* **Pass:** Test case executed successfully, all expected results achieved
* **Fail:** Test case failed, defect found, expected results not achieved
* **Blocked:** Cannot execute test case due to blocker (environment issue, missing data, etc.)
* **Skipped:** Test case not applicable or deferred (document reason)

***

## Defects Found

| Defect ID        | Test Case ID            | Severity   | Brief Description | Status |
| ---------------- | ----------------------- | ---------- | ----------------- | ------ |
| `UAT-DEFECT-001` | `{MODULE}-UAT-{NUMBER}` | `Critical` | `{Description}`   | `New`  |
| `UAT-DEFECT-002` | `{MODULE}-UAT-{NUMBER}` | `High`     | `{Description}`   | `New`  |
| `UAT-DEFECT-003` | `{MODULE}-UAT-{NUMBER}` | `Medium`   | `{Description}`   | `New`  |

**Total Defects:** `{Count}`\
**Critical:** `{Count}` | **High:** `{Count}` | **Medium:** `{Count}` | **Low:** `{Count}`

***

## Blockers

| Blocker ID    | Description     | Impact     | Resolution               |
| ------------- | --------------- | ---------- | ------------------------ |
| `BLOCKER-001` | `{Description}` | `{Impact}` | `{Resolution or Status}` |
| `BLOCKER-002` | `{Description}` | `{Impact}` | `{Resolution or Status}` |

**Total Blockers:** `{Count}`

***

## Session Notes

**General Observations:**

* `{Observation 1}`
* `{Observation 2}`
* `{Observation 3}`

**Environment Issues:**

* `{Issue 1}`
* `{Issue 2}`

**Data Issues:**

* `{Issue 1}`
* `{Issue 2}`

**Usability Feedback:**

* `{Feedback 1}`
* `{Feedback 2}`

**Performance Observations:**

* `{Observation 1}`
* `{Observation 2}`

**Mobile/Responsive Testing:**

* `{Observation 1}`
* `{Observation 2}`

***

## Screenshots

**Screenshot Index:**

| Screenshot # | Description     | Test Case ID            | Link     |
| ------------ | --------------- | ----------------------- | -------- |
| `SS-001`     | `{Description}` | `{MODULE}-UAT-{NUMBER}` | `{Link}` |
| `SS-002`     | `{Description}` | `{MODULE}-UAT-{NUMBER}` | `{Link}` |
| `SS-003`     | `{Description}` | `{MODULE}-UAT-{NUMBER}` | `{Link}` |

**Screenshot Storage:** `docs/testing/uat/execution-logs/{session-id}/screenshots/`

***

## Next Steps

**Immediate Actions:**

* [ ] Create defect reports for all failed test cases
* [ ] Document blockers and escalate if needed
* [ ] Update progress tracking
* [ ] Schedule retest for fixed defects

**Follow-up:**

* [ ] Review defects with development team
* [ ] Plan retest session
* [ ] Update test cases if needed
* [ ] Share session summary with stakeholders

***

## Export to CSV

**To export this checklist to CSV:**

```bash theme={null}
# Using Cursor command
export-uat-csv --session docs/testing/uat/execution-logs/{session-id}/

# Or using npm script
npm run uat:export-csv -- --session docs/testing/uat/execution-logs/{session-id}/
```

**CSV Format:**

* Test Case ID, Test Scenario Name, Priority, Status, Execution Time, Notes, Defect ID

***

## Version History

### 1.0.0 (2026-01-15)

* Initial template created
* CSV export support documented
* Status definitions added

***

**Last Updated:** 2026-01-15