UAT Summary Dashboard
Last updated: 12 Nov 2025 · Go-Live: 14 Nov 2025
Total Test Cases
64
8 functional areas
Passed (Initial)
58
90.6% first-run pass rate
Still Failing
2
TC-016, TC-017 — BUG-019 Critical
Defects Resolved
5
DEF-001 to DEF-004, DEF-006 closed
Test Area Results
Test Area
Total
Passed
Failed
Sign-Off
Reviewer
Accounts & Contacts
8
8
0
✅ Signed Off
Rachel Whitmore
Referral Intake
9
9
0
✅ Signed Off
Rachel Whitmore
BPF-01 Referral Process
9
9
0
✅ Signed Off
Rachel Whitmore
Opportunity & Pipeline ⚠️
7
5
2
⏳ Pending
BUG-019 open
Case Management & SLA
8
8
0
✅ Signed Off
Rachel Whitmore
Dashboards & Reporting
9
9
0
✅ Signed Off
Rachel Whitmore
Security & Access
9
9
0
✅ Signed Off
Rachel Whitmore
TOTAL
64
62
2
⏳ PENDING
BUG-019 blocks
⚡ PM Go/No-Go Decision — Go-Live 14 November 2025
Situation: 62/64 test cases passed (91%). BUG-019 (BPF-02 Stage 3 skip) is Critical — 2 test cases still failing. Rachel Whitmore withholds overall sign-off.
Key question: BUG-019 fix estimated 10 Nov. If TC-016 / TC-017 pass retest by 12 Nov → go-live on 14 Nov is achievable.
Risk: AXA Health contract renewal 01 Dec 2025. Delay to go-live beyond 14 Nov compresses the demonstration window below 17 days.
Rachel Whitmore (msg_rachel_03): "I want to pause UAT entirely — business users are losing confidence." PM must adjudicate between James Okafor (fix on track, continue) and Rachel (pause, confidence issue).
Key question: BUG-019 fix estimated 10 Nov. If TC-016 / TC-017 pass retest by 12 Nov → go-live on 14 Nov is achievable.
Risk: AXA Health contract renewal 01 Dec 2025. Delay to go-live beyond 14 Nov compresses the demonstration window below 17 days.
Rachel Whitmore (msg_rachel_03): "I want to pause UAT entirely — business users are losing confidence." PM must adjudicate between James Okafor (fix on track, continue) and Rachel (pause, confidence issue).
All Test Cases (64)
Accounts & Contacts (8/8) ✅ Signed Off
TC-ID
Description
Priority
Tester
Result
Retest
TC-001
Create new corporate Account — all mandatory fields saved
Medium
S. Clarke
✅ Pass
N/A
TC-002
Create Contact linked to ACC-003 (AXA Health)
Medium
R. Whitmore
✅ Pass
N/A
TC-003–008
Edit, search, linked records, deactivation, bulk operations
Low–Med
S. Clarke
✅ All Pass
N/A
Referral Intake (9/9) ✅ Signed Off — Referral Source field (CR-001) meets BR-14
TC-020
Referral Case — Referral Source field present and mandatory
Critical
R. Whitmore
✅ Pass
N/A
TC-021
Urgent referral auto-routed to Priority Queue
Critical
S. Clarke
✅ Pass
N/A
TC-022–028
Division routing, mandatory field validation, queue pick, all BR-14 fields
High
R. Whitmore
✅ All Pass
N/A
BPF-01 Referral Process (9/9) ✅ Signed Off — BUG-007 resolved, TC-032 retest passed
TC-030–031
BPF-01 visible, Stage 1→2 advance, mandatory fields enforced
High
Both
✅ Pass
N/A
TC-032
BPF-01 Stage 2→3 (Triage→Booking) — BUG-007 fixed and retested
Critical
S. Clarke
✅ Pass
✅ Retest pass
TC-033–039
Stages 3–5, DNA, Stage 2 skip prevention, DASH-01 update
High
Both
✅ All Pass
N/A
Opportunity & Pipeline (5/7) — BUG-019 OPEN ⏳ Sign-Off Pending
TC-ID
Description
Priority
Tester
Result
Retest
TC-013
Create Opportunity linked to ACC-004 (Bupa)
High
R. Whitmore
✅ Pass
N/A
TC-014
BPF-02 Stage 1→2 (Enquiry→Proposal)
High
S. Clarke
✅ Pass
N/A
TC-015
BPF-02 Stage 2→3 (Proposal→Negotiation)
High
R. Whitmore
✅ Pass
N/A
TC-016
BPF-02 Stage 3 can be skipped — user reaches Stage 4 without completing Negotiation fields ← FAIL
Critical
S. Clarke
❌ Fail
❌ Retest fail
TC-017
BPF-02 Stage 4 directly accessible from Stage 2 — audit trail broken ← FAIL
Critical
S. Clarke
❌ Fail
❌ Retest fail
TC-018
Close Opportunity as Won — contract value captured
High
R. Whitmore
✅ Pass
N/A
TC-019
Close Opportunity as Lost — reason captured
Medium
S. Clarke
✅ Pass
N/A
Case Management & SLA (8/8) ✅ Signed Off — TC-043, TC-046 retested and passed
TC-040
P1 Case — SLA timer starts immediately on creation
Critical
S. Clarke
✅ Pass
N/A
TC-043
Reassign P1 Case — SLA timer does NOT reset (BUG-014 fix)
Critical
R. Whitmore
✅ Pass
✅ Retest pass
TC-046
Priority field visible to CS Agent role (BUG-012 fix)
High
R. Whitmore
✅ Pass
✅ Retest pass
TC-041,042,044,045,047
P2/P3 timers, SLA breach email, Case close, BPF-03 all stages
High
Both
✅ All Pass
N/A
Dashboards & Reporting (9/9) ✅ Signed Off — TC-053 (DASH-03 total) retest passed
TC-048–052
DASH-01 to DASH-05 load, KPIs accurate, real-time update, role read-only
High
Both
✅ All Pass
N/A
TC-053
DASH-03 pipeline total matches active Opportunities (BUG-011 resolved)
High
S. Clarke
✅ Pass
✅ Retest pass
Security & Access (9/9) ✅ Signed Off — Daniel Ferreira confirmed GDPR compliance
TC-056
Sales User cannot access Case module
Critical
S. Clarke
✅ Pass
N/A
TC-057–064
CS Agent role segregation, FLS GDPR masking (DOB, Insurance Ref), audit log
Critical
Both
✅ All Pass
N/A
Defect Log (6 total)
Defect
ADO Bug
Severity
Description
Raised
Owner
Status
DEF-005
BUG-019
Critical
BPF-02 Stage 3 (Negotiation) can be skipped — TC-016 and TC-017 fail
04 Nov 2025
Tom Hadley
Open — In Dev
DEF-001
BUG-007
High
BPF-01 Stage 2 advance error — "Required fields not complete"
03 Nov 2025
Tom Hadley
Closed 05 Nov
DEF-004
BUG-014
High
SLA timer resets to zero when Case is reassigned
04 Nov 2025
Arjun Mehta
Closed 07 Nov
DEF-002
BUG-011
High
DASH-03 pipeline total excludes Negotiation stage Opportunities
03 Nov 2025
Arjun Mehta
Closed 06 Nov
DEF-003
BUG-012
Medium
Priority field not visible to Customer Service Agent role
03 Nov 2025
Tom Hadley
Closed 05 Nov
DEF-006
—
Low
DASH-01 title bar font size inconsistent (cosmetic)
05 Nov 2025
Tom Hadley
Closed 08 Nov
6 defects · 1 Open Critical · 5 Closed · Last updated: 12 Nov 2025
🔴
DEF-005 — BUG-019 — BPF-02 Stage 3 (Negotiation) Can Be Bypassed
Defect Details
Impact
Defect Information
⚡ PM Decision — DEF-005 / BUG-019
James Okafor: "Fix is underway. Tom has it isolated. 10 Nov delivery. 12 Nov retest. 14 Nov go-live achievable."
Rachel Whitmore (msg_rachel_03): "Business users are losing confidence. I want to pause UAT entirely."
What is your recommendation to Priya Anand?
Rachel Whitmore (msg_rachel_03): "Business users are losing confidence. I want to pause UAT entirely."
What is your recommendation to Priya Anand?
✅
DEF-001 — BUG-007 — BPF-01 Stage 2 Advance Error (Closed)
✅
DEF-004 — BUG-014 — SLA Timer Resets on Reassignment (Closed)
UAT Sign-Off Log
Test Area
TCs
Passed
Sign-Off Date
Status
Notes
Accounts & Contacts
8
8
04 Nov 2025
✅ Signed Off
All 8 passed. Rachel Whitmore.
Lead Management
5
5
04 Nov 2025
✅ Signed Off
All 5 passed incl. lead conversion. Rachel Whitmore.
Opportunity & Pipeline ⚠️
7
5/7
Pending
⏳ Pending
TC-016, TC-017 fail. BUG-019 open. Cannot sign off until fix retested.
Referral Intake
9
9
05 Nov 2025
✅ Signed Off
CR-001 Referral Source field confirmed meets BR-14. Rachel Whitmore.
BPF-01 Referral Process
9
9
06 Nov 2025
✅ Signed Off
TC-032 initially failed (BUG-007). Fixed 05 Nov, retested 06 Nov — pass.
Case Management & SLA
8
8
07 Nov 2025
✅ Signed Off
TC-043 (SLA reset) and TC-046 (Priority field) retested — both pass.
Dashboards & Reporting
9
9
07 Nov 2025
✅ Signed Off
TC-053 (DASH-03 total / BUG-011) retested — pass. DASH-01 meets BR-07.
Security & Access
9
9
05 Nov 2025
✅ Signed Off
GDPR field masking confirmed by Daniel Ferreira. Rachel Whitmore.
OVERALL UAT SIGN-OFF
64
62
Pending
⏳ PENDING
Withheld until BUG-019 resolved and TC-016/TC-017 pass retest. Rachel Whitmore.
Accounts & Contacts — 8/8 ✅
TC-ID
Description
Priority
Result
Tester
TC-001
Create corporate Account — mandatory fields
Medium
✅ Pass
S. Clarke
TC-002
Create Contact linked to ACC-003 (AXA Health)
Medium
✅ Pass
R. Whitmore
TC-003
Edit Account — update Renewal Date, audit trail
Low
✅ Pass
S. Clarke
TC-004–008
Search, linked records, deactivation, bulk create Contacts
Low
✅ All Pass
S. Clarke
Referral Intake — 9/9 ✅
TC-ID
Description
Priority
Result
Tester
TC-020
Referral Source field present and mandatory (CR-001 / BR-14)
Critical
✅ Pass
R. Whitmore
TC-021
Urgent referral → Priority Queue auto-routing
Critical
✅ Pass
S. Clarke
TC-022
Dermatology referral → Derm Queue
High
✅ Pass
R. Whitmore
TC-023–028
Oncology queue, mandatory field validation, BR-14 all 8 fields confirmed
High
✅ All Pass
Both
BPF-01 Referral Process — 9/9 ✅
TC-ID
Description
Priority
Result
Retest
Tester
TC-030
BPF-01 visible — all 5 stages labelled correctly
High
✅ Pass
N/A
S. Clarke
TC-031
Stage 1→2 advance (mandatory fields enforced)
Critical
✅ Pass
N/A
R. Whitmore
TC-032
Stage 2→3 (Triage→Booking) — BUG-007 fixed and retested
Critical
✅ Pass
✅ Retest pass
S. Clarke
TC-033–039
Stages 3–5, DNA scenario, Stage 2 skip prevention, DASH-01 update
High
✅ All Pass
N/A
Both
Opportunity & Pipeline — 5/7 ⚠️
TC-ID
Description
Priority
Result
Retest
Tester
TC-013
Create Opportunity — linked to ACC-004 (Bupa)
High
✅ Pass
N/A
R. Whitmore
TC-014
BPF-02 Stage 1→2 (Enquiry→Proposal)
High
✅ Pass
N/A
S. Clarke
TC-015
BPF-02 Stage 2→3 (Proposal→Negotiation)
High
✅ Pass
N/A
R. Whitmore
TC-016
BPF-02 Stage 3 — Negotiation can be skipped to Stage 4
Critical
❌ Fail
❌ Retest fail
S. Clarke
TC-017
Stage 4 (Contract Signed) accessible directly from Stage 2 — audit trail broken
Critical
❌ Fail
❌ Retest fail
S. Clarke
TC-018
Close Opportunity as Won — contract value captured
High
✅ Pass
N/A
R. Whitmore
TC-019
Close Opportunity as Lost — reason captured
Medium
✅ Pass
N/A
S. Clarke
Case Management & SLA — 8/8 ✅
TC-ID
Description
Priority
Result
Retest
Tester
TC-040
P1 Case — SLA timer starts on creation
Critical
✅ Pass
N/A
S. Clarke
TC-041–042
P2 SLA (24h/20h warning), P3 SLA (5-day/4-day warning)
High
✅ Pass
N/A
Both
TC-043
Reassign P1 — SLA timer does NOT reset (BUG-014 fixed)
Critical
✅ Pass
✅ Retest
R. Whitmore
TC-044
SLA breach email — Case Owner + Manager notified
High
✅ Pass
N/A
S. Clarke
TC-045
Close Case — SLA timer stops
High
✅ Pass
N/A
R. Whitmore
TC-046
Priority field visible to CS Agent role (BUG-012 fixed)
High
✅ Pass
✅ Retest
R. Whitmore
TC-047
BPF-03 Case Resolution — all 5 stages navigate correctly
High
✅ Pass
N/A
S. Clarke
Dashboards & Reporting — 9/9 ✅
TC-ID
Description
Priority
Result
Retest
Tester
TC-048–052
DASH-01 to DASH-05 load correctly, KPIs accurate, real-time update
High
✅ All Pass
N/A
Both
TC-053
DASH-03 pipeline total matches active Opportunities (BUG-011 fixed)
High
✅ Pass
✅ Retest
S. Clarke
TC-054–056
DASH-04 Finance, DASH-05 Referrals, Team Manager read-only view
Medium
✅ All Pass
N/A
Both
Security & Access — 9/9 ✅
TC-ID
Description
Priority
Result
Tester
TC-056
Sales User cannot access Case module
Critical
✅ Pass
S. Clarke
TC-057
CS Agent cannot access Opportunity module
Critical
✅ Pass
R. Whitmore
TC-058
CS Agent cannot see Opportunity values on linked Account
Critical
✅ Pass
S. Clarke
TC-059–061
Team Manager read/no-delete, no Opp value edit, Admin role assignment
High
✅ All Pass
Both
TC-062
Insurance Reference field — authorised roles only (GDPR)
Critical
✅ Pass
S. Clarke
TC-063
Patient DOB masked for non-admin roles (GDPR)
Critical
✅ Pass
R. Whitmore
TC-064
Audit log enabled — changes tracked with user and timestamp
High
✅ Pass
S. Clarke
✓Stage 1Enquiry Received
✓Stage 2Proposal
⚠️ Stage 3Negotiation (click → skip)
→ Stage 4Contract Signed (directly accessible)
💼
OPP-1042-UAT — Bupa Corporate Expansion (UAT Test Record)
Opportunity
BPF Stages
BPF-02 Stage 3 — Negotiation (DEFECTIVE — stage gate missing)
⚠️ These fields are empty — but Stage 4 is still accessible (should be blocked)
Counter-Proposal Value
Not filled — Stage 4 still accessible
Decision Date
Not filled — Stage 4 still accessible
Negotiation Notes
Not filled — Stage 4 still accessible
Stage Gate
NOT ENFORCED — all 3 fields empty, Stage 4 accessible
🧪 Test Observation — TC-016 / TC-017
What you observe: Click Stage 3 (above) or Stage 4 directly. Stage 4 (Contract Signed) is reachable with all Stage 3 fields empty.
Business impact: Corporate contracts (e.g. OPP-1045 Vitality Health £94,000) could be marked "Signed" with no negotiation record — broken audit trail, contract compliance failure.
Reference in your UAT report: DEF-005 / BUG-019 · TC-016 · TC-017 · BPF-02 Stage 3 · Tom Hadley (owner) · Fix est: 10 Nov 2025 · Retest deadline: 12 Nov 2025
Business impact: Corporate contracts (e.g. OPP-1045 Vitality Health £94,000) could be marked "Signed" with no negotiation record — broken audit trail, contract compliance failure.
Reference in your UAT report: DEF-005 / BUG-019 · TC-016 · TC-017 · BPF-02 Stage 3 · Tom Hadley (owner) · Fix est: 10 Nov 2025 · Retest deadline: 12 Nov 2025
SLA Timer — UAT Test Records
✓New
✓Investigate
● Resolution Proposed
○ Awaiting Response
○ Closed
🗂️
CASE-UAT-043 — SLA Timer Test (P1 — Reassignment Scenario)
Case Details
SLA