External Customer Usability Testing for Premerger E-Filing System

Law Firm: L2

Filing 1 : A Side Non 801.30

FILING 1

Filing 1 - Buyer
Non 801.30

Tester Name
L2-Tester 1

Role
Primary Contact

Tester Name
L2-Tester 2

Role
Secondary Contact

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

Step 1

Role
Collaborator
Role
Viewer
Role
New Primary Contact

Filing 1 Workflow
Tester L2-Tester 1 creates a new A side Non
Assigns L2-Tester 2 as the Secondary Conta
Begins data entry for UPE and Revenue and
Saves the Filing

Step 2

L2-Tester 2 logs in and verifies that he/she is
Assigns L2-Tester 3 as Collaborator and L2Verifies 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 Filing Documentation
Saves the Filing

Step 4

L2-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

L2-Tester 2 Secondary Contact/Owner reass

Step 6

L2-Tester 5 verifies that he/she is the Primary
Verifies that they can view the data entered b
Removes L2-Tester 4 as a Viewer
Adds new data for Revenues and Overlaps
Submits the Filing

Step 7

L2-Tester 1 and L2-Tester 4 verify that they ca
L2-Tester 2 and L2-Tester 3 verify that they fi

Premerger E-Filing System External UAT Test Workflow

Assigns
L2-Tester 2 as Secondary Contact

UPE

Transaction

Assigns
L2-Tester 3 as a Collaborator
L2-Tester 4 as a Viewer
Reassigns L2-Tester 5 as the Primary Contact/Owner
Assigns

UPE

UPE

Transaction

Revenue & Overlaps

Assigns

UPE

Transaction

Revenue & Overlaps

Assigns

UPE

Transaction

Revenue & Overlaps

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Revenue & Overlaps

√

Transaction

Revenue & Overlaps

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801.30 Filing
ct
Overlaps

the Secondary Contact on the filing
Tester 4 as Viewer
by L2-Tester 1

the Collaborator on the filing
by L2-Tester 1 and L2-Tester 2

the Viewer on the filing
by L2-Tester 1, L2-Tester 2 and L2-Tester 3

igns L2-Tester 5 as the Primary Contact/Owner

y Contact/Owner on the filing
by L2-Tester 1, L2-Tester 2 and L2-Tester 3

an no longer access the filing
iling is read only (now that it has been submitted)

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

√

√