User Acceptance Testing (UAT)

This document contains the UAT checklists for Ward. Each section is organized by role and can be completed independently unless noted otherwise.

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UAT Overview

Item	Detail
Environment	Production — career-ward.app
Testers	2–3 people, each assigned one role
Admin testing	Developer only (admin credentials are not shared)
Devices	Desktop browser + mobile device
Pass criteria	All critical-path items pass. Minor/cosmetic issues are documented but do not block acceptance.
Bug tracking	GitHub Issues with the uat label
Out of scope	Danger Zone data reset, accessibility audit, performance/load testing, cron job testing

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How to Use This Document

1. Find your assigned section(s) — Admin (Section B), Professional (Section C), or Client (Section D)
2. Complete all shared sections — Sections A, E, G, H, and I apply to everyone
3. Check each box as you complete a test. Mark items that fail with ❌ and file a GitHub Issue
4. For cross-role tests (Section F) — coordinate with other testers so actions happen in the right order

Filing a Bug

When something fails, create a GitHub Issue with:

• Title: Brief description (e.g., “Client: Cancel button missing on mobile”)
• Label: uat
• Body:
  • Role: Admin / Professional / Client
  • Device: Desktop or Mobile + browser name
  • Steps to reproduce: What you did
  • Expected: What should have happened
  • Actual: What happened instead
  • Screenshot: Attach if possible

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Pre-UAT Checklist (Developer Only)

Complete these before inviting testers:

• Health check — Visit career-ward.app/api/health and confirm {"status":"healthy"}
• Verify existing data — Log in as Admin, confirm events, resources, and users exist
• Test email infrastructure — Admin Settings → Email Test Panel → Send test email → Confirm delivery
• Create GitHub label — Add a uat label to the repository for issue tracking
• Tester accounts — Each tester logs in with their real phone number and completes setup:
  • Professional tester: enters the event’s professional password during setup
  • Client tester: leaves the role password blank
• Confirm tester emails — Each tester has an email address on their profile (needed for email verification tests)
• Share this document — Send testers the link to this page and their assigned role section

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Section A: Authentication & Onboarding

Assigned to: All testers

#	Test	Instructions	Expected Result
A1	Login page loads	Go to career-ward.app. You should be redirected to the login page.	Login page displays with phone number field and branding image (if configured)
A2	Enter phone number	Type your real phone number and submit.	“Verification code sent” message appears. You receive an SMS within 30 seconds.
A3	Enter verification code	Enter the 6-digit code from your SMS.	You are logged in and redirected to your role’s dashboard (or setup page if first login).
A4	Invalid phone number	Try submitting a phone number with fewer than 10 digits.	Error message appears. No SMS is sent.
A5	Wrong verification code	Enter an incorrect 6-digit code.	Error message appears. You can try again.
A6	Expired code	Wait 5+ minutes after receiving a code, then enter it.	Error message indicating the code is invalid or expired.
A7	Profile setup (first login only)	On the setup page, enter your name and email. Enter the appropriate role password (or leave blank for Client).	Role is assigned correctly. You are redirected to the correct dashboard after a brief confirmation.
A8	Duplicate email	During setup, enter an email that another tester is already using.	Error message: “This email is already in use.”
A9	Sign out	Click the sign-out button on your profile page.	You are redirected to the login page. Navigating to a protected page redirects back to login.
A10	Sign back in	Log in again with your phone number.	You go directly to your dashboard (setup is skipped since it’s already complete).

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Section B: Admin Role

Assigned to: Developer only

Dashboard

#	Test	Instructions	Expected Result
B1	Dashboard loads	Navigate to the Admin dashboard.	Dashboard displays with stat cards: Total Users, Active Resources, Analytics, Upcoming Bookings.
B2	Stats accuracy	Compare dashboard numbers to the actual data in Users, Resources, and Events pages.	Numbers match.
B3	Stat card navigation	Click each stat card.	Each card navigates to the correct detail page.

User Management

#	Test	Instructions	Expected Result
B4	View users	Go to the Users page.	Table shows all users with Name, Phone, Email, Role, and dates. Counts by role are displayed.
B5	Sort users	Click column headers (Name, Role, Created At).	Table re-sorts by that column.
B6	Filter by role	Use the role filter to show only Professionals.	Only Professional users are displayed.
B7	Change user role	Change a test user’s role (e.g., Client → Professional).	Role updates. User receives a “Role Changed” email.
B8	Revert role	Change the same user’s role back.	Role reverts. Another email is sent.

Resource Management

#	Test	Instructions	Expected Result
B9	View resources	Go to the Resources page.	Table shows all resources with Name, Description, Location, Quantity, Professionals per Unit, Active status.
B10	Create resource	Click Create, fill in Name, Quantity (2), Professionals per Unit (1). Save.	Resource appears in the table.
B11	Edit resource	Edit the resource you just created. Change the location. Save.	Changes are reflected in the table.
B12	Toggle active	Set a resource to inactive.	Resource shows as inactive. It should not appear when assigning resources to events.
B13	Delete resource	Delete the test resource you created.	Resource is removed from the table.

Event Management

#	Test	Instructions	Expected Result
B14	View events	Go to the Events page.	All events are listed with Name, Date Range, Timezone, Professional count, Active status.
B15	Create event	Create a new event with a 3-day date range, default times 9 AM–5 PM, and a professional password.	Event appears in the list. Event days are auto-generated for each date in the range.
B16	Edit event	Change the event name and extend the date range by 1 day.	Name updates. A new event day is created for the added date.
B17	Shrink date range	Remove a day from the end of the event’s date range.	The removed event day is deleted. Any shifts/bookings on that day are cancelled.
B18	Toggle event active	Set an event to inactive.	Event shows as inactive.
B19	Delete event	Delete the test event you created.	Event is removed from the list.

Event Days & Blackouts

#	Test	Instructions	Expected Result
B20	View event days	Open an existing event’s detail view.	All event days are listed with Date, Start Time, End Time, Active status.
B21	Edit event day times	Change one event day’s start time to 10:00 AM.	Time updates. Shifts outside the new window should not be bookable.
B22	Create blackout	Add a blackout (e.g., 12:00 PM–1:00 PM, description “Lunch”).	Blackout appears on the event day. Those times are blocked from shifts/bookings.
B23	Delete blackout	Remove the blackout you just created.	Blackout is removed. The time window is available again.

Event Resources

#	Test	Instructions	Expected Result
B24	Assign resource	Assign an active resource to an event.	Resource appears in the event’s assigned resources list.
B25	Unassign resource	Remove the resource from the event.	Resource is removed from the list. Any shifts on that resource for this event are cancelled.

Event Agenda & Bookings

#	Test	Instructions	Expected Result
B26	Agenda view	Open an event’s agenda view.	Calendar/timeline view shows shifts, bookings, and blackouts for the event’s date range.
B27	View event bookings	Open an event’s bookings view.	Table shows all bookings with Client Name, Date/Time, Professional, Resource, Status.
B28	Reassign booking	Reassign a booking to a different shift/timeslot.	Booking updates. Client receives a “Booking Reassigned” email with old and new details. Professional(s) are notified.
B29	Cancel booking (admin)	Cancel a booking from the admin bookings view.	Booking is cancelled. Client receives an “Admin Cancellation” email. Professional receives a cancellation notification.

Branding & Settings

#	Test	Instructions	Expected Result
B30	Upload branding image	Go to Admin Settings → Branding. Upload an image.	Image preview appears. The login page shows the new branding image.
B31	Remove branding image	Remove the branding image.	Image is cleared. Login page no longer shows a custom image.
B32	Change site name	Go to General Settings. Change the site name.	Nav headers across all roles update to show the new name.
B33	Change timeslot duration	Change the timeslot duration (e.g., 30 min → 45 min).	Client booking page shows timeslots in the new duration. Change back when done.
B34	Email test panel	Enter your email address in the test panel and click Send.	You receive a test email within 1 minute. Success message is displayed.

Analytics

#	Test	Instructions	Expected Result
B35	Analytics page loads	Go to the Analytics page.	Key metrics display: User Growth, Booking Rate, Utilization %, Active Resources. Role distribution and booking status breakdown are shown.
B36	Analytics accuracy	Spot-check 2–3 numbers against what you see on the Users and Events pages.	Numbers are consistent.

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Section C: Professional Role

Assigned to: Professional tester

Dashboard

#	Test	Instructions	Expected Result
C1	Dashboard loads	Log in and go to your dashboard.	Greeting with your name. Stat cards show: Available Slots, Today’s Bookings, Tomorrow’s Bookings, Today’s Shifts.
C2	Stat card navigation	Click each stat card.	Each navigates to the correct page (Shifts, Bookings).

Shifts

#	Test	Instructions	Expected Result
C3	View shifts page	Go to My Shifts.	Page shows upcoming shifts (if any) and a “Create New Shift” button.
C4	Create shift	Click Create New Shift. Select your event, a resource, a future date, and set a time range (e.g., 9:00 AM–12:00 PM). Submit.	Shift is created and appears in the upcoming shifts list.
C5	Validation — missing fields	Try to create a shift without selecting a resource or date.	Form shows validation errors. Shift is not created.
C6	Validation — past date	Try to create a shift for a date in the past.	Error message. Shift is not created.
C7	Validation — outside event hours	Try to create a shift with times outside the event day’s hours.	Error message. Shift is not created.
C8	Validation — overlapping shift	Try to create a shift that overlaps with one you already have.	Error message about overlap. Shift is not created.
C9	View shift details	Look at a shift in the upcoming list.	Shows date, time range, resource name, location, and status.
C10	Cancel shift (no bookings)	Cancel a shift that has no client bookings on it.	Shift is removed from the upcoming list.
C11	Cancel shift (with bookings)	Try to cancel a shift that has client bookings.	Error message: cannot cancel a shift with active bookings. Shift remains.

Calendar

#	Test	Instructions	Expected Result
C12	Calendar view	Go to the Calendar page.	Weekly calendar grid displays your shifts and bookings.
C13	Navigate weeks	Use Previous/Next buttons to move between weeks.	Calendar updates to show the correct week.
C14	Today button	Click “Today” to jump back to the current week.	Calendar returns to the current week.

Bookings

#	Test	Instructions	Expected Result
C15	View bookings page	Go to My Bookings.	Page shows upcoming and past bookings (if any).
C16	Booking appears after client books	After a Client tester books an appointment on your shift (see Section F), refresh this page.	The new booking appears with the client’s name, date/time, and resource.
C17	Booking notification email	Check your email after a client books on your shift.	You receive a “New Booking” email with appointment details.

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Section D: Client Role

Assigned to: Client tester

Dashboard

#	Test	Instructions	Expected Result
D1	Dashboard loads	Log in and go to your dashboard.	Greeting with your name. Stat cards for Today’s, Tomorrow’s, Upcoming, and This Week’s appointments.
D2	Empty state	If you have no appointments, confirm the dashboard shows a helpful message.	“No appointments” message displayed with a link to book.

Book Appointment

#	Test	Instructions	Expected Result
D3	Booking page loads	Go to Book Appointment.	Page shows available timeslots grouped by date. A “How it works” panel explains the 3-step process.
D4	Browse available slots	Scroll through dates and timeslots.	Slots are displayed with times (formatted per your settings) and availability indicators.
D5	Select and book	Click an available timeslot, then click “Book Appointment.”	Confirmation message appears. The appointment shows up on your dashboard and appointments page.
D6	Confirmation email	Check your email after booking.	You receive a “Booking Confirmed” email with date, time, professional name, resource, and location.
D7	No available slots	Browse a date that has no professional shifts.	Message indicates no available slots. The book button is disabled or hidden.
D8	Book a second appointment	Book another appointment on a different timeslot.	Second booking succeeds and both appear in your appointments list.

Manage Appointments

#	Test	Instructions	Expected Result
D9	View appointments	Go to My Appointments.	Upcoming appointments displayed with Date, Time, Professional, Resource, Location, Status, and Cancel button.
D10	Cancel appointment	Cancel one of your appointments. Confirm the prompt.	Appointment status changes to cancelled. It moves to past/cancelled section.
D11	Cancellation email	Check your email after cancelling.	You receive a “Booking Cancelled” email.
D12	Professional notified	Ask the Professional tester to check their email.	They receive a notification that your booking was cancelled.
D13	Past appointments	If you have past appointments, expand the Past section.	Past bookings are listed (read-only, no cancel button).

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Section E: User Settings

Assigned to: All testers

#	Test	Instructions	Expected Result
E1	Settings page loads	Go to Settings (gear icon or menu).	Page shows your name, role, phone (read-only) and editable preferences.
E2	Change theme — Dark	Set theme to Dark.	Page immediately switches to dark mode. Setting persists after refresh.
E3	Change theme — Light	Set theme to Light.	Page switches to light mode.
E4	Change theme — System	Set theme to System.	Page follows your device’s system preference.
E5	Change time format	Switch between 12h and 24h.	All times across the app update (e.g., “2:00 PM” ↔ “14:00”).
E6	Change date format	Switch between MM/DD/YYYY, DD/MM/YYYY, and YYYY-MM-DD.	All dates across the app update to the selected format.
E7	Change timezone	Select a different timezone (e.g., switch from Central to Eastern).	Times displayed across the app shift by the correct offset.
E8	Settings persist	Change a setting, sign out, sign back in, and go to Settings.	Your previous choices are still selected.

Notification Preferences (Clients & Professionals only)

#	Test	Instructions	Expected Result
E9	Notification section visible	Go to Settings as a Client or Professional.	A “Notification Preferences” section appears below Display Preferences with Email and Push toggles.
E10	Notification section hidden for Admin	Log in as Admin and go to Settings.	No “Notification Preferences” section is displayed.
E11	Toggle email off	Turn off the Email Notifications toggle and save.	Preference saves. You should NOT receive email notifications for subsequent booking events.
E12	Toggle email back on	Turn Email Notifications back on and save.	Preference saves. You resume receiving email notifications.
E13	Enable push — first time	In the Push Notifications section, click “Enable Push Notifications”.	Browser prompts for notification permission. After granting, the toggle switches to On.
E14	Toggle push off	Turn off Push Notifications and save.	Preference saves. You should NOT receive push notifications for subsequent booking events.
E15	Toggle push back on	Turn Push Notifications back on and save.	Preference saves. You resume receiving push notifications.
E16	Push denied state	If you previously denied notification permission in your browser, visit Settings.	The Push section shows a message explaining that notifications are blocked and how to unblock in browser settings.

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Section F: Cross-Role Scenarios

Assigned to: All testers (coordinated)

These tests require actions from multiple roles in sequence. Coordinate with your fellow testers.

#	Test	Steps	Expected Result
F1	Full booking lifecycle	1. Professional: Create a shift on a future date. 2. Client: Go to Book Appointment, find the new slot, and book it. 3. Professional: Check My Bookings — the new booking appears.	Booking is visible to both Client and Professional. Both receive confirmation emails. If push is enabled, both also receive push notifications.
F2	Admin reassigns booking	1. Admin: Go to Event Bookings, find the booking from F1, and reassign it to a different timeslot.	Client receives “Booking Reassigned” email and push notification (if enabled) with old and new details. Professional(s) receive notifications. Booking details update for Client.
F3	Admin cancels booking	1. Client: Book a new appointment. 2. Admin: Cancel that booking from Event Bookings.	Client receives “Admin Cancellation” email and push (if enabled). Professional receives cancellation notification. Booking disappears from Client’s upcoming list.
F4	Role change notification	1. Admin: Change a test user’s role (e.g., Client → Professional). 2. User: Check email. 3. User: Log out and back in.	User receives “Role Changed” email. After re-login, they are redirected to the new role’s dashboard. Access to the old role’s pages is blocked.
F5	Revert role change	1. Admin: Change the user’s role back to the original.	User receives another email. After re-login, they return to their original dashboard.

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Section G: Mobile Testing

Assigned to: All testers (on a phone or tablet)

Repeat your role’s critical path on a mobile device. Focus on usability, not re-testing every feature.

#	Test	Instructions	Expected Result
G1	Login on mobile	Open career-ward.app on your phone’s browser. Log in.	Login page renders correctly. Phone keyboard appears for the number input. SMS code entry works.
G2	Dashboard on mobile	View your role’s dashboard.	Stat cards stack vertically. All content is readable without horizontal scrolling.
G3	Navigation menu	Open the navigation menu (hamburger/menu icon).	Menu opens and all links are tappable. You can navigate to all pages for your role.
G4	Forms on mobile	Complete a key action for your role: Professional → create a shift, Client → book an appointment, Admin → create a resource.	Form fields are usable. Dropdowns, date pickers, and buttons work on touch. No fields are cut off.
G5	Tables on mobile	View a page with a table (shifts, bookings, appointments, users).	Table is scrollable horizontally or adapts to the screen width. Data is readable.
G6	Settings on mobile	Go to Settings and change a preference.	Dropdowns and toggles work on touch. Changes save correctly.

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Section H: Email Verification Matrix

Assigned to: All testers — check your inbox for each email type you should have received during testing.

Email notifications are only sent if the user has email notifications enabled (default: on) in Settings → Notification Preferences.

#	Email Type	Trigger	Recipient	Verified?
H1	Welcome	Completing profile setup (Section A)	New user	☐
H2	Booking Confirmation	Client books appointment (D5, F1)	Client	☐
H3	New Booking (Professional)	Client books on your shift (F1)	Professional	☐
H4	Booking Cancelled (Client)	Client cancels appointment (D10)	Client	☐
H5	Booking Cancelled (Professional)	A booking on your shift is cancelled (D10, F3)	Professional	☐
H6	Admin Cancellation	Admin cancels a booking (F3)	Client	☐
H7	Booking Reassigned	Admin reassigns a booking (F2)	Client	☐
H8	Role Changed	Admin changes user role (F4)	Affected user	☐
H9	Test Email	Admin sends test email (B34)	Admin	☐

Note: Account Deletion email is skipped — it requires deleting a user on production.

For each email, verify:

• Email was received (check spam/junk folder if not in inbox)
• Subject line is clear and relevant
• Body contains correct details (names, dates, times, locations)
• Sender shows as noreply@career-ward.app

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Section H-P: Push Notification Verification Matrix

Assigned to: Client and Professional testers — verify push notifications for each event type. You must have push notifications enabled in Settings before running these tests.

Pre-requisite

• Push notifications enabled in Settings → Notification Preferences
• Browser permission granted for notifications

#	Push Type	Trigger	Recipient	Click opens	Verified?
HP1	Booking Confirmed	Client books appointment (D5, F1)	Client	/client/appointments	☐
HP2	New Booking (Professional)	Client books on your shift (F1)	Professional	/professional/bookings	☐
HP3	Booking Cancelled (Client)	Client cancels appointment (D10)	Client	/client/appointments	☐
HP4	Booking Cancelled (Professional)	A booking on your shift is cancelled (D10, F3)	Professional	/professional/bookings	☐
HP5	Admin Cancellation	Admin cancels a booking (F3)	Client	/client/appointments	☐
HP6	Booking Reassigned	Admin reassigns a booking (F2)	Client	/client/appointments	☐

For each push notification, verify:

• Notification appeared in the browser/OS notification center
• Title and body contain correct details (names, dates, times)
• Clicking the notification opens Ward and navigates to the correct page
• Notification appears even when the Ward tab is not the active tab

Push Opt-in Banner Test

#	Test	Instructions	Expected Result
HP7	Banner appears	Log in as a Client or Professional for the first time (or clear localStorage).	A push notification opt-in banner appears at the top of the page.
HP8	Enable from banner	Click “Enable” on the banner.	Browser prompts for notification permission. After granting, the banner disappears and push is enabled.
HP9	Dismiss banner	Click “Not now” on the banner.	Banner disappears. It does not reappear on subsequent page loads.
HP10	Banner not shown for Admin	Log in as Admin.	No push notification banner is displayed.

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Section I: Edge Cases & Error Handling

Assigned to: All testers (pick the ones relevant to your role)

#	Test	Instructions	Expected Result
I1	Unauthorized URL access	While logged in as your role, type a URL for a different role’s page (e.g., Client types career-ward.app/admin/dashboard).	You are redirected to an “Unauthorized” page. You cannot see the other role’s data.
I2	Direct URL while logged out	Sign out. Type career-ward.app/client/dashboard directly.	You are redirected to the login page.
I3	Profile page	Go to your Profile page.	Your name, phone, role (with colored badge), and user ID are displayed correctly.
I4	Legal pages accessible	Visit /privacy, /terms, and /communications while logged out.	All three pages load without requiring login.
I5	Health check	Visit career-ward.app/api/health.	JSON response with {"status":"healthy"} and database connected.
I6	Root URL redirect	Visit career-ward.app/ while logged in.	You are redirected to your role’s dashboard (not a 404 or blank page).
I7	Browser back button	After navigating through several pages, use the browser’s back button.	App navigates correctly without errors or blank pages.

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UAT Sign-Off

Once all sections are complete, review the results:

Acceptance Criteria

• All critical-path items pass — Sections A, B, C, D core items (login, CRUD, booking lifecycle)
• Cross-role scenarios work — Section F confirms end-to-end workflows
• Emails are delivered — Section H confirms all email notification types
• Push notifications work — Section H-P confirms push delivery, click navigation, and opt-in flow
• Mobile is usable — Section G confirms no major layout/usability issues
• No blocking bugs remain — All uat-labeled GitHub Issues marked Critical are resolved

Sign-Off Table

Role	Tester	Sections	Status	Date
Admin	_____	A, B, E, F, G, H, I	☐ Pass ☐ Fail	//___
Professional	_____	A, C, E, F, G, H, H-P, I	☐ Pass ☐ Fail	//___
Client	_____	A, D, E, F, G, H, H-P, I	☐ Pass ☐ Fail	//___

Overall UAT Result: ☐ Accepted ☐ Accepted with conditions ☐ Not accepted

Notes:

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