External Customer Usability Testing for Premerger E-Filing System

Law Firm: L1

Filing 1 : A Side 801.30

FILING 1

Filing 1 - Buyer
801.30

Tester Name
L1-Tester 1

Role
Primary Contact

Tester Name
L1-Tester 2

Role
Secondary Contact

L1-Tester 1 - Primary
Tester Name
L1-Tester 2 - Secondary
L1-Tester 3
L1-Tester 3 - Collaborator
L1-Tester 4 - Viewer
Tester Name
L1-Tester 5 - New Primary
L1-Tester 4
Tester Name
L1-Tester 5

Step 1

Role
Collaborator
Role
Viewer
Role
New Primary Contact

Filing 1 Workflow
Tester L1-Tester 1 creates a new A side 801.
Assigns L1-Tester 2 as the Secondary Conta
Begins data entry for UPE and Revenue and
Saves the Filing

Step 2

L1-Tester 2 logs in and verifies that he/she is
Assigns L1-Tester 4 as Viewer
Verifies that they can view the data entered b
Begins data entry for Transaction
Saves the Filing

Step 3

L1-Tester 3 logs in and verifies that he/she is
Verifies that they can view the data entered b
Begins data entry for Filing Documentation
Saves the Filing

Step 4

L1-Tester 4 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

L1-Tester 2 Secondary Contact/Owner reass

Step 6

L1-Tester 5 verifies that he/she is the Primary

Verifies that they can view the data entered b
Removes L1-Tester 5 as a Viewer
Adds new data for Revenues and Overlaps
Submits the Filing

Step 7

L1-Tester 1 and L1-Tester 4 verify that they ca
L1-Tester 2 and L1-Tester 3 verify that they f

Step 8

L1-Tester 2 Secondary Contact/Owner withdr

Step 9

Tester L1-Tester 5 Refiles [Status updated to

Premerger E-Filing System External UAT Test Workflow

Assigns
L1-Tester 2 as Secondary Contact
L1-Tester 3 as Collaborator

UPE

Transaction

Assigns
L1-Tester 4 as Viewer
Reassigns L1-Tester 5 as Primary Contact
Assigns

UPE

UPE

Transaction

Revenue & Overlaps

Assigns

UPE

Transaction

Revenue & Overlaps

Assigns

UPE

Transaction

Revenue & Overlaps

√

Revenue & Overlaps

√

Transaction

Revenue & Overlaps

√

√

.30 Filing
ct and Tester C as Collaborator
Overlaps

the Secondary Contact on the filing
by L1-Tester 1

the Collaborator on the filing
by L1-Tester 1 and L1-Tester 2

the Viewer on the filing
by L1-Tester 1, L1-Tester 2 and L1-Tester 3

igns L1-Tester 5 as the Primary Contact/Owner
y Contact/Owner on the filing

by L1-Tester 1, L1-Tester 2 and L1-Tester 3

an no longer access the filing
iling is read only (now that it has been submitted)
raws the filing with intent to Refile
'Refiled']

Filing Documentation

Submit

Withdraw

Refile

Filing Documentation

Submit

Withdraw

Refile

√
Filing Documentation

Submit

Withdraw

Refile

Filing Documentation

Submit

Withdraw

Refile

Filing Documentation

Submit

Withdraw

Refile

√

√

√