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USER ACCEPTANCE TESTINGPRE-CONFERENCE SESSION
September 16 th, 2015
Lamar A/B
Constitution
one set of uniform business procedures, policies and practices
one technical platform / software solution
one support team and service center
one approach to solution delivery
one source of data
one governing structure
one set of vendors to provide complimentary service offerings
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User Acceptance Testing
Goals of User Acceptance Testing
Confirm System Satisfies Institution Requirements
Verify Security Roles
Validate Segregation of Duties / Controls
Practice Cutover Activities
Confirm Roles• Institution
• oneusg Support
• Shared Services
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User Acceptance Testing
Assumptions
Testing Executed Using Production Settings on Production Hardware
Production Level Security in Place
Testers will Log In as GGC/USO/SSC Practitioners
Testers will be Comprised of Pilot Institution, SSC and Design Team Members
Pilot Institutions Will be Responsible for Sign-Off and Go-Live Authorization
Functionality Needed for Future Phases – Not Evaluated
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User Acceptance Testing
Deliverables
Test Matrix
• With Evidence of Successful Test
Defect Log
Quick Reference Guides
Business Process Flows
Reconciliation Reports / Conversions
Sign-Off & Authorization for Go-Live
• GGC & USO Only
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User Acceptance Testing
Week 1
• Conversion
• Bi-Weekly #1
• 11/16 to 11/20
Week 2
• Thanksgiving
• Contingency
• 11/23 to 11/25
Week 3
• Bi-Weekly #2
• Monthly
• Employee Self Service
• 11/30 to 12/04
Week 4
• Bi-Weekly #3 & #4
• Monthly #2
• Manager Self Service
• ServiceNow
• 12/7 to 12/11
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User Acceptance Testing
Schedule Overview (Repeated Each Week)
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•HR / Position Management
•Funding
•Benefits Enrollment
•Time Entry
•Leave Requests
•Encumbrance Processing
•Payroll Calculation
•Reconciliation and Validation
•Day 1 and Day 2
Pre Payroll (Day 1 & 2)
•Time Administration
•Leave Administration
•Institution and Shared Services Validation
•Payroll Confirmation
•Day 3
Payroll Processing (Day 3)
•Transmission of Interface Files
•Financials Integration / Money Movement
•Encumbrance Processing
•Banking
•Employee Self Service
•Day 4
Post Payroll (Day 4) Contingency (Day 5)
User Acceptance Testing
Goals of Pre-Conference Session
Review High Level Plan
Assign Roles and Responsibilities
• GGC / USO / SSC
• Design Team Members
• Other
Review & Identify Test Scenarios
Identify Data Dependencies
Collaborate on Cross-Functional Test Scenarios
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User Acceptance Testing
UAT Preparation Session Roles
Facilitator
• Manage Discussions
• Ensure Conflicting View Points are Represented
• Extract Test Scenarios from Discussion
– Ask for Clarification when Needed
Scribe
• Record / Supplement Test Scenarios
• Document Role Assignments
• Document Cross-Functional Needs
• Document Issues
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User Acceptance Testing
Assignments Human Resources
• Facilitator: Joe Brittain & Paula Casey
• Scribe: Kristine Lesher
• Room: Oglethorpe C
Time and Absence• Facilitator: Barney Woods
• Scribe: Madadi
• Room: Hamilton
Benefits• Facilitator: Amy Russell
• Scribe: Stephanie Marshall
• Room: Oglethorpe D
Payroll• Facilitator: Carolyn Clower
• Scribe: Diane Strenkowski
• Room: Lamar A/B
Commitment Accounting• Facilitator: Craig Golden
• Scribe: Carrie Vallone
• Room: Walsh
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User Acceptance Testing
Tools / Templates for Today
System Test Conditions
• Downloaded from SharePoint
Requirements Extract
• Excel Spreadsheet
Security / Role Matrix
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User Acceptance Testing
Tools / Templates for Today
System Test Conditions
• Baseline
• Complex scenarios
• HR/Financials integrations
• Security/workflow
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User Acceptance Testing
Tools / Templates for Today
UAT Test Conditions
• Based on Functional Requirements
Workshop Expectations
• Prioritize
• Document Additional Test Scenarios
• Identify Prerequisites, Special Considerations
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User Acceptance Testing
Requirements / Scenario Spreadsheet
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Employee
HRAnalyst
HRManager
HRDirector
1-GoLive Setupand
2-PostGoLive Reportingand
3-OtherUSG SecurityAdmin
4-Duplicate/Not WorkflowAdmin
Requirement Description Priority Role Prerequisite(s),specialconsiderations
HR-01-HireStaff AbilitytohireStaffemployees
HR-02-HireStudentEmployees AbilitytohireStudentemployees
HR-03-HireGraduateStudents AbilitytohireGraduateStudent
employees
HR-04-HireFaculty AbilitytohireFacultyemployees
HR-05-HireTemporary AbilitytohireTemporary
HR-06-HireNon-PaidAffiliates AbilitytohireNon-PaidAffiliates
HR-07-HirewithoutSSN Abilitytohireeligibleemployees
withoutSSN's
HR-08-HireLimitedTermFaculty Abilitytohirelimitedtermfaculty
HR-09-HireFull-TimeFaculty Abilitytohirefulltimefaculty
HR-10-HireTemporaryFaculty Abilitytohiretemporaryfaculty
HR-11-HirePart-TimeFaculty Abilitytohireparttimefaculty
HR-12-HireNon-ResidentAlien Abilitytohireanemployeewho
isanon-residentalien
HR-13-HirePart-TimeandFull-
Time
Abilitytohireparttimeandfull
timeemployees
User Acceptance Testing
Tools / Templates for Today
Step 1: Prioritize / Categorize
• Needed for Go Live – GGC/USO
• Post Go Live – GGC/USO
• Other USG Need
• Duplicate/Not Needed
– Flag to be Removed
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User Acceptance Testing
Tools / Templates for Today
Step 2: Supplement Requirements
• Negative Testing
– i.e. The system should not allow…..
• Additional Test Scenarios
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User Acceptance Testing
Tools / Templates for Today
Step 3: Assign Role to Perform Test
• HR Analyst
• Benefits Manager
• Payroll Manager
• HR Director
• Budget Manager
• Employee
• Manager
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New Roles Can be Created if Needed by GGC, USO or SSC
User Acceptance Testing
Inst i tut ion Roles
Payroll Analyst Payroll Manager Payroll Director HR Analyst HR Director Faculty Events Time and Leave Administrator Setup and Maintenance - Institution Reporting and Inquiry Benefits Manager Benefits Analyst Budget Manager Employee Manager
Shared Services Roles
Setup and Maintenance - SSC Security Admin - SSC Reporting and Inquiry - SSC Workflow Admin – SSC Time Administrator - SSC HR Administrator - SSC Payroll Administrator - SSC
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oneusg – Support Roles
Production Support Analyst
Developer
Database Administrator
Security / Workflow Administrator
User Acceptance Testing
Tools / Templates for Today
Step 4 : Provide Additional Detail / Test Cases
• Pay groups
• Percent Time / Benefits Eligibility
• Age, length of service
• Negative tests – what shouldn’t be allowed
Example:
• Hire a Faculty Member Over Age 55 but not Retirement Eligible
Note: This may be a by-product of Step 1
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User Acceptance Testing
Tools / Templates for Today
Step 4 (cont’d): Pre-requisites, special considerations
• Example - Commitment Accounting Funding Dependent upon the transfer of an employee from existing department to new department
• Example – Benefits Enrollment dependent upon the new hire of employees in each of the pay groups
• Example – Paycheck View dependent upon a calculated and confirmed payroll
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User Acceptance Testing
Tools / Templates
Step 5: Assign Roles in Security Matrix
• Roles by module
• Tester for each role
• Institution
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UserAcceptanceTesting
RoleAssignments
Role Resource#1 Resource#2 Resource#3 Resource#4 Resource#5
SecurityAdmin-Institution
PayrollAnalyst
PayrollManager
PayrollDirector
HRAnalyst
HRDirector
FacultyEvents
SetupandMaintenance-Institution
ReportingandInquiry
BenefitsManager
BenefitsAnalyst
BudgetManager
Employee
Manager
Next Steps
Facilitators Finalize…. Test Conditions Priority and Role/Security Matrix
Test Coordinators (Sharon Thelen) Finalize… Test steps with employee, job, paygroup, etc. (with input from Facilitators) Schedule/order of testing
Sign Confidentiality Agreements – Lynn Hobbs Preparation / Training (To Be Scheduled)
User Productivity Kit – RecordIt – Craig Golden• Quick Reference Guides
SharePoint Administration – Sharon Thelen• Logging Defects• Attaching Proof of Test• Managing Cutover List• Managing Test Matrix
Request Access to USO Active Directory – Lynn Hobbs Not Needed if You have SharePoint Access
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QUESTIONS?
User Acceptance Testing
Assignments Human Resources
• Facilitator: Joe Brittain
• Scribe: Kristine Lesher
• Room: Oglethorpe C
Time and Absence• Facilitator: Barney Woods
• Scribe:
• Room: Hamilton
Benefits• Facilitator: Amy Russell
• Scribe:
• Room: Oglethorpe D
Payroll• Facilitator: Kurt Collins
• Scribe: Carolyn Clower
• Room: Lamar A/B
Commitment Accounting• Facilitator: Craig Golden
• Scribe:
• Room: Walsh
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BREAK OUT
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