External Customer Usability Testing for Premerger E-Filing System

Law Firm: L2

Filing 2 : B Side Non 801.30

FILING 2

Filing 2 - Seller
Non 801.30

Tester Name
L2-Tester 5

Role
Primary Contact

Tester Name
L2-Tester 4

Role
Secondary Contact

L2-Tester 5- Primary
Tester Name
L2-Tester 4 - Secondary
L2-Tester 3
L2-Tester 3 - Collaborator
L2-Tester 2 - Viewer
Tester Name
L2-Tester 1 - New Secondary
L2-Tester 2
Tester Name
L2-Tester 1

Step 1

Role
Collaborator
Role
Viewer
Role
New Secondary Contact

Filing 2 Workflow
L2-Tester 5 creates a new B side 801.30 Filin
Assigns L2-Tester 4 as Secondary Contact a
Begins data entry for UPE and Filing Docume
Saves the Filing

Step 2

L2-Tester 4 logs in and verifies that he/she is
Assigns L2-Tester 2 as Viewer
Verifies that they can view the data entered b
Begins data entry for Transaction
Saves the Filing

Step 3

L2-Tester 3 logs in and verifies that he/she is
Verifies that they can view the data entered b
Begins data entry for Revenue and Overlaps
Saves the Filing

Step 4

L2-Tester 2 logs in and verifies that he/she is
Verifies that they can view the data entered b
Confirms that his/her access is 'read-only'
Logs out

Step 5

L2-Tester 5 Primary Contact/Owner reassigns

Step 6

L2-Tester 1 verifies that he/she is the Second
Verifies that they can view the data entered b
Removes L2-Tester 3 as a Collaborator
Adds new data for Revenues and Overlaps
Submits the Filing

Step 7

L2-Tester 4 and L2-Tester 3 verify that they c
L2-Tester 5, L2-Tester 2 and L2-Tester 1 veri

Step 8

L2-Tester 5 Primary Contact/Owner withdraw

Premerger E-Filing System External UAT Test Workflow

Assigns
UPE
L2-Tester 4 as Secondary Contact
√
L2-Tester 3 as Collaborator
Reassigns L2-Tester 1 as Secondary Contact
Assigns
UPE
L2-Tester 2 as Viewer

Transaction

Revenue & Overlaps

Transaction

Revenue & Overlaps

Assigns

Transaction

UPE

√
Revenue & Overlaps

√
Assigns

UPE

Transaction

Revenue & Overlaps

Assigns

UPE

Transaction

Revenue & Overlaps

√

ng
nd L2-Tester 3 as Collaborator
entation

the Secondary Contact on the filing
by L2-Tester 5

the Collaborator on the filing
by L2-Tester 5 and L2-Tester 4

the Viewer on the filing
by L2-Tester 5, L2-Tester 4 and L2-Tester 3

s L2-Tester 1 as the new Secondary Contact/Owner

dary Contact/Owner on the filing
by L2-Tester 5, L2-Tester 4 and L2-Tester 3

can no longer access the filing
ify that they filing is read only (now that it has been submitted)
ws the filing [Status updated to 'Withdrawn']

Filing Documentation

Submit

√

Filing Documentation

Withdraw

√

Submit

Withdraw

√
Filing Documentation

Submit

Withdraw

Filing Documentation

Submit

Withdraw

Filing Documentation

Submit

Withdraw