How it works
From a recording to the handover
A small UAT takes six steps. When the project grows, tags, plan copies, linked copies and variables let you write each scenario once and reuse it everywhere.
Quick start: a simple UAT
One website, a few users and one UAT plan.
Set up a Project
Name the website, give its web address and add its users, such as a shopper and an admin. Each user is a persona a scenario can be for.
Get the recorder
Download the Chrome plugin from Settings and load it in Chrome, or add the page overlay to a site you run yourself.
Record
Pick the Project, the user and the UAT plan, press Record and use the website. Each click, entry and page change becomes a step with a picture.
Tidy and edit
Page loads fold into expected results, repeats are flagged and the spot you used is boxed in red. Fix any wording in Quick edit or the Script Builder.
Check the plan
Each recording is a scenario (UAT-001, UAT-002 ...). An Automatic plan takes every scenario for its users, in the order you set.
Hand it over
Print the plan or one user’s copy, save it as a PDF or Word file, or send a read-only share link. Approve it and its pictures move to the Project’s Google Drive.
Bigger projects: write it once, use it everywhere
Many users, many plans or a new run each release? These keep it in order.
Tags pick the scenarios
Tag scenarios by page, area or release. Turn on a plan’s Filter by tag and it keeps only the scenarios with its tags, and the plan’s users filter them again.
Plans by user
A plan is Automatic (its users’ scenarios) or Pick (only the ones you add). Export the full plan, one user’s copy, or every user’s copy one after another.
Copy a plan
For the next release run, Copy plan keeps every field and setting and shares the same scenarios. Add a new tag to mark which run they belong to.
Copy a scenario
Make a separate copy, pictures and all, when a new scenario starts like an old one and then goes its own way.
Linked copies
A linked copy follows the original: steps added, moved or deleted there show up in the copy. Each word can be {LINK} (the original’s) or its own, and a step can be left out of the copy only.
Variables
Write {Team} in a step, expected result, field or name and set its words once. The scenario’s words win, then the plan’s, then the Project’s, and each user can have their own.
Variable lists
A scenario keeps a Default list and as many named lists as it needs. Each plan picks the list it uses, so one scenario fits many plans.
Built-in variables
{User} becomes the name of the user the copy is for, {User-3} their ID code (ADM-001), and {Space} blanks a word on purpose. They are never missing.
Three ways to record
They all make the same script.
Chrome plugin
Records any website, with a picture of the whole page for each step.
Page overlay
For a site you run yourself: add one script tag and a recorder toolbar appears, in any browser, with nothing to install.
Practice page
Signed in, try the recorder on a sample shop before you record your own website.