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Getting Started

How to use this UAT guide and run your first test

Getting Started with UAT Testing

Welcome to the Circle USP User Acceptance Testing (UAT) Guide. This guide will walk you through how to use this site and complete your assigned tests.

What is UAT?

User Acceptance Testing is the final phase of testing where real users verify that the system works correctly for their daily tasks. Your feedback is critical to ensuring Circle USP meets your needs before go-live.

Before You Begin

Make sure you have:

  1. Access to the UAT environment: https://unified.avnc.net
  2. Your test credentials: Each test case includes the login credentials you should use
  3. A modern web browser: Chrome or Edge (latest version)
  4. This guide open: Keep it open in a separate tab or window

When you navigate to the UAT environment, you’ll see the login page:

Circle USP Login Page

After logging in, you’ll land on the Dashboard:

Circle USP Dashboard

How to Use This Guide

Step 1: Start a Test Session

Click the “Start Test Session” button in the top-right corner and enter your 6-character tester code. This code was assigned to you by the project team - contact Steve Allen if you don’t have one.

Your tester code links your testing activity to your identity for tracking and accountability.

Step 2: Navigate to Your Tests

Use the sidebar on the left to find test cases by module:

  • Authentication - Login, logout, password reset
  • Companies & Contacts - CRM functionality
  • Opportunities - Sales pipeline
  • Proposals - Quote generation
  • And more…

Step 3: Run Each Test

For each test case:

  1. Read the Prerequisites - Make sure you meet any requirements before starting
  2. Note the Test Credentials - Use the provided login if specified
  3. Follow Each Step - Perform the action described
  4. Mark Your Result - Click Pass, Fail, or Skip for each step
  5. Add Notes - If a step fails, describe what happened

Step 4: Report Issues

If you find a bug:

  1. Copy the Reference Code shown at the top of the test case page
  2. Click the Userback button (bottom-right of the UAT environment)
  3. Paste the Reference Code at the start of your description
  4. Take a screenshot or record your screen
  5. Describe what happened vs. what you expected
  6. Submit the report

The reference code (e.g., UAT-M4X7K2 / TEST-AUTH-001 / Step 3) helps the dev team trace your report back to the exact test and step.

Tips for Effective Testing

  • Test as yourself: Approach it like a normal workday
  • Don’t skip steps: Each step is important for validation
  • Be specific: When reporting issues, include exact error messages
  • Note workarounds: If you found a way around an issue, mention it
  • Ask questions: Reach out to the project team if anything is unclear

Getting Help

  • Technical issues: Contact Alex H or the dev team via Teams
  • Test case questions: Contact Steve Allen or Ben
  • Access problems: Contact Circle IT

Ready to begin? Head to Test Cases and start with your assigned module.