User Acceptance Testing for Your Review or Check-In – Reflektive

It's important for your team to test out your review or check-in to ensure that everything is behaving the way it should.

Follow these steps and test each user story test case (Individual Contributor and Manager):

Follow the testing steps for each user story - start by logging into www.reflektive.com/app.
Click on the "Reviews" or "Check-in" tab, then go through the Action column below.
Note: The Reviews tab will only be visible once there is an active review cycle. Be sure to review our Review Builder documentation prior to going through this list!
Compare your results to the listed expected result (where applicable).
Document your observed results if they were different than the expected result. You can click on the checkboxes and then print out this page.
Document whether or not the test passed or failed. Where there is a failure or additional question(s), contact your Onboarding Manager/Customer Success Manager.

After logging in, go through the relevant sections below.

Check-Ins (Individual Contributors)

ACTION	STATUS
Self Check-in Questions and Linked Goals
1. I am able to access my self check-in and see the expected question set Click on the Check-in Tab Under Step 1: Fill Out Check-ins, click on the "Check-in Self" button next to your name Verify that the expected list of questions are within the survey NOTE: If enabled, Real-Time Feedback should be pulled into your review survey on the right-hand side of the page	Complete
2. My active goals are pulled into my Check-in form (FOR GOALS LINKED CHECK-INS ONLY) Click on the “Check-in Self” button next to your name Under the “Business Goals” section, verify that all of your active goals are appearing correctly within the survey form	Complete
3. I am able to Save a Draft of my self check-in Enter responses to each of the questions in the survey form Click the “Save Draft” button at the bottom of the page NOTE: It will also autosave progress every two minutes Leave the survey form and click back into it – Is your draft data still there?	Complete
4. I am able to submit my self check-in feedback to my manager Enter responses to each of the questions in the survey form Click the “Submit” button at the bottom of the page	Complete
5. I am able to edit my self check-in feedback after it has been submitted Under Step 1: Fill Out Check-ins, click on the “Edit” button below the completed status next to your name Edit responses to the survey questions Click the “Submit” button at the bottom of the page	Complete
Viewing My Check-in Report
1. I am able to view my check-in report once my manager has released my check-in to me Click on the Check-in Tab Click the “See Your Check-in” button in the banner at the top of the page	Complete

Check-Ins (Managers)

ACTION	STATUS
Self Check-in Questions and Linked Goals
1. I am able to access my self check-in and see the expected question set Click on the Check-in Tab Under Step 1: Fill Out Check-ins, click on the “Check-In Self” button next to your name Verify that the expected list of questions are within the survey NOTE: If enabled, Real-Time Feedback should be pulled into your review survey on the right-hand side of the page	Complete
2. My active goals are pulled into my Check-in form (FOR GOALS LINKED CHECK-INS ONLY) Click on the “Check-in Self” button next to your name Under the “Business Goals” section, verify that all of your active goals are appearing correctly within the survey form	Complete
3. I am able to Save a Draft of my self check-in Enter responses to each of the questions in the survey form Click the “Save Draft” button at the bottom of the page NOTE: It will also autosave progress every two minutes Leave the survey form and click back into it – Is your draft data still there?	Complete
4. I am able to submit my self check-in feedback to my manager Enter responses to each of the questions in the survey form Click the “Submit” button at the bottom of the page	Complete
5. I am able to edit my self check-in feedback after it has been submitted Under Step 1: Fill Out Check-ins, click on the “Edit” button below the completed status next to your name Edit responses to the survey questions Click the “Submit” button at the bottom of the page	Complete
Viewing My Check-in Report
1. I am able to view my check-in report once my manager has released my check-in to me Click on the Check-in Tab Click the “See Your Check-in” button in the banner at the top of the page	Complete
Direct Report Check-in Questions and Linked Goals
1. I am able to access check-ins for my direct report(s) and see the expected question set Verify that any direct reports participating in QA are listed in your list of check-ins to complete (Step 1) Click on the “Check In” button next to a direct report’s name Verify the expected list of questions are in the survey NOTE: Real-Time Feedback for the direct report should be pulled into the review survey on the right-hand side of the page	Complete
2. My direct report’s active goals are pulled into the Check-In form (FOR GOALS LINKED CHECK-INS ONLY) Click on the “Check In” button next to your direct report’s name Under the Business Goals section, verify that all of your direct report’s active goals are appearing correctly	Complete
3. I am able to submit feedback within my check-in for my direct report Under Step 1: Fill Out Check-ins, click the “Check-In” button next to your direct report’s name Enter responses to each of the questions in the survey form Click “Complete and Release” at the bottom of the page This should mark the review as complete and release the feedback to your direct report	Complete
4. I am able to edit my feedback within the check-in for my direct report after I complete and release the feedback Under Step 1: Fill Out Check-ins, click on the “Edit” button below the completed status next to your direct report’s name Edit responses to the survey questions Click “Complete and Release” at the bottom of the page This should re-release the report with the new changes	Complete
Viewing Check-in Reports as a Manager
5. I am able to view the Check-in report for my direct report Click on the Check-in Tab Under Step 2: Deliver Check-ins To Your Team, click the “View Check-in” option next to your direct report’s name Verify that you can toggle between viewing report as a manager and employee in the dropdown underneath the employee’s name Verify that you can click the “Print Report” link at the top right of the page	Complete
6. I am able to view the Check-in report for my indirect report (skip-level direct report) Under Step 2, search for an indirect report’s name in the search bar in the “Indirect Reports” section at the bottom of the page Click the “View Check-in” option next to your indirect report’s name Verify that you can toggle between viewing report as a manager and employee in the dropdown below the employee’s name Verify that you can click the “Print Report” link at the top right of the page	Complete

180 Reviews (Individual Contributors)

ACTION	STATUS
Self Review
1. I am able to access my self-review and see the expected question set Click on the Review Tab Under Step 1: Fill Out Reviews, click on the “Review Self” button next to your name Verify that the expected list of questions are within the survey NOTE: Real-Time Feedback should be pulled into your review survey on the right-hand side of the page	Complete
2. I am able to Save a Draft of my self-review Enter responses to each of the questions in the survey form Click the “Save Draft” button at the bottom of the page NOTE: It will also autosave progress every two minutes Leave the survey form and click back into it – Is your draft data still there?	Complete
3. I am able to submit my self-review feedback to my manager Enter responses to each of the questions in the survey form Click the “Submit” button at the bottom of the page	Complete
4. I am able to edit my self-review feedback after it has been submitted Under Step 1: Fill Out Reviews, click on the “Edit” button below the completed status next to your name Edit responses to the survey questions Click the “Submit” button at the bottom of the page	Complete
Review Your Manager (if applicable)
1. I am able to access reviews for my manager and see the expected question set Click on the “Review Now” button next to a manager's name Verify the expected list of questions are in the survey NOTE: Real-Time Feedback for the manager should be pulled into the review survey on the right-hand side of the page	Complete
2. I am able to complete my review of my manager Under Step 1: Fill Out Reviews, click the "Review Now” button next to your manager’s name Enter responses to each of the questions in the survey form Click “Submit to _____'s Manager” at the bottom of the page This should mark the review as complete and notifies your manager's manager that you have completed the review	Complete
3. I am able to edit my feedback within the review for my manager after I submit the feedback Under Step 1: Fill Out Reviews, click on the “Edit” button below the completed status next to your manager's name Edit responses to the survey questions Click “Submit to _____'s Manager” at the bottom of the page This should re-submit the feedback with the updated feedback	Complete
Viewing My Review Report
1. I am able to view my review report once my manager has released my review to me Click on the Review Tab Click the “See Your Review” button in the banner at the top of the page	Complete

180 Reviews (Managers)

ACTION	STATUS
Self Review
1. I am able to access my self-review and see the expected question set Click on the Review Tab Under Step 1: Fill Out Reviews, click on the “Review Self” button next to your name Verify that the expected list of questions are within the survey NOTE: Real-Time Feedback should be pulled into your review survey on the right-hand side of the page	Complete
2. I am able to Save a Draft of my self-review Enter responses to each of the questions in the survey form Click the “Save Draft” button at the bottom of the page NOTE: It will also autosave progress every two minutes Leave the survey form and click back into it – Is your draft data still there?	Complete
3. I am able to submit my self-review feedback to my manager Enter responses to each of the questions in the survey form Click the “Submit” button at the bottom of the page	Complete
4. I am able to edit my self-review feedback after it has been submitted Under Step 1: Fill Out Reviews, click on the “Edit” button below the completed status next to your name Edit responses to the survey questions Click the “Submit” button at the bottom of the page	Complete
Viewing My Review Report
1. I am able to view my review report once my manager has released my review to me Click on the Review Tab Click the “See Your Review” button in the banner at the top of the page	Complete
Review Your Direct Report (if applicable)
1. I am able to access reviews for my direct report(s) and see the expected question set Verify that any direct reports participating in QA are listed in your list of reviews to complete (Step 1) Click on the “Review Now” button next to a direct report’s name Verify the expected list of questions are in the survey NOTE: Real-Time Feedback for the direct report should be pulled into the review survey on the right-hand side of the page	Complete
2. I am able to mark my review as complete for my direct report Under Step 1: Fill Out Reviews, click the "Review Now” button next to your direct report’s name Enter responses to each of the questions in the survey form Click “Done” at the bottom of the page This should mark the review as complete	Complete
3. I am able to edit my feedback within the review for my direct report after I submit the feedback Under Step 1: Fill Out Reviews, click on the “Edit” button below the completed status next to your direct report’s name Edit responses to the survey questions Click “Done” at the bottom of the page This should re-submit the feedback with the updated feedback	Complete
Review Your Manager (if applicable)
1. I am able to access reviews for my manager and see the expected question set Click on the “Review Now” button next to a manager's name Verify the expected list of questions are in the survey NOTE: Real-Time Feedback for the direct report should be pulled into the review survey on the right-hand side of the page	Complete
2. I am able to complete my review of my manager Under Step 1: Fill Out Reviews, click the "Review Now” button next to your manager’s name Enter responses to each of the questions in the survey form Click “Submit to _____'s Manager” at the bottom of the page This should mark the review as complete and notifies your manager's manager that you have completed the review	Complete
3. I am able to edit my feedback within the review for my manager after I submit the feedback Under Step 1: Fill Out Reviews, click on the “Edit” button below the completed status next to your manager’s name Edit responses to the survey questions Click “Submit to _____'s Manager” at the bottom of the page This should re-submit the feedback with the updated feedback	Complete
Viewing Review Reports as a Manager
1. I am able to view the Review report for my direct report Click on the Review Tab Under Step 2: Deliver Reviews to Your Team, click the “View Review” option next to your direct report’s name NOTE: This is only clickable if you've completed your review for your direct report or if your direct report has completed his/her self-review Verify that you can toggle between viewing report as a manager and employee in the dropdown below the employee’s name Verify that when toggling between the different views (manager and employee), that the proper feedback is being shared and/or restricted on release of the report Verify that you can click the “Print Report” link at the top right of the page	Complete
2. I am able to view the Review report for my indirect report (skip-level direct report) Under Step 2, search for an indirect report’s name in the search bar in the “Indirect Reports” section at the bottom of the page Click the “View Review” option next to your indirect report’s name Verify that you can toggle between viewing report as a manager and employee in the dropdown below the employee’s name Verify that you can click the “Print Report” link at the top right of the page	Complete

360 Reviews (Individual Contributors)

ACTION	STATUS
Select Peer Reviewers
1. My 360 review consists of two steps. The first being Select Peer Reviewers Click on the Review Tab Under Step 1: Select Peers to Review You, search to add peer reviewers and click "Submit for Approval" This should notify your manager that you have selected your initial peer reviewers NOTE: Already Mandatory Reviewers include any combination of your self-review, manager review and/or direct report reviews NOTE: Depending on how your review has been configured, you may have an option to skip peer reviewers.	Complete
2. I am able to access step two after submitting my peer reviewers for approval Verify that Step 2: Fill Out Reviews is now accessible	Complete
Self Review
1. I am able to access my self-review and see the expected question set Click on the Review Tab Under Step 2: Fill Out Reviews, click on the “Review Self” button next to your name Verify that the expected list of questions are within the survey NOTE: Real-Time Feedback should be pulled into your review survey on the right-hand side of the page	Complete
2. I am able to Save a Draft of my self-review Enter responses to each of the questions in the survey form Click the “Save Draft” button at the bottom of the page NOTE: It will also autosave progress every two minutes Leave the survey form and click back into it – Is your draft data still there?	Complete
3. I am able to submit my self-review feedback to my manager Enter responses to each of the questions in the survey form Click the “Submit” button at the bottom of the page	Complete
4. I am able to edit my self-review feedback after it has been submitted Under Step 2: Fill Out Reviews, click on the “Edit” button below the completed status next to your name Edit responses to the survey questions Click the “Submit” button at the bottom of the page	Complete
Peer Reviews (if applicable)
1. I am able to access peer reviews I've been selected to complete and see the expected question set Click on the “Review Now” button next to a peer's name Verify the expected list of questions are in the survey NOTE: Real-Time Feedback for the peer should be pulled into the review survey on the right-hand side of the page NOTE: If declining peer reviews is an option - Verify that the decline option appears below the "Review Now" button	Complete
2. I am able to complete my peer review(s) of the peer(s) that have selected me to complete a peer review of them Under Step 2: Fill Out Reviews, click the "Review Now” button next to your peer's name Enter responses to each of the questions in the survey form Click “Submit to _____'s Manager” at the bottom of the page This should mark the review as complete and notifies your peer's manager that you have completed the review	Complete
3. I am able to edit my feedback within the review for a peer after I submit the feedback Under Step 2: Fill Out Reviews, click on the “Edit” button below the completed status next to your peer’s name Edit responses to the survey questions Click “Submit to _____'s Manager” at the bottom of the page This should re-submit the feedback with the updated feedback	Complete
Review Your Manager (if applicable)
1. I am able to access reviews for my manager and see the expected question set Click on the “Review Now” button next to a manager's name Verify the expected list of questions are in the survey NOTE: Real-Time Feedback for the manager should be pulled into the review survey on the right-hand side of the page	Complete
2. I am able to complete my review of my manager Under Step 2: Fill Out Reviews, click the "Review Now” button next to your manager’s name Enter responses to each of the questions in the survey form Click “Submit to _____'s Manager” at the bottom of the page This should mark the review as complete and notifies your manager's manager that you have completed the review	Complete
3. I am able to edit my feedback within the review for my manager after I submit the feedback Under Step 2: Fill Out Reviews, click on the “Edit” button below the completed status next to your manager’s name Edit responses to the survey questions Click “Submit to _____'s Manager” at the bottom of the page This should re-submit the feedback with the updated feedback	Complete
Viewing My Review Report
1. I am able to view my review report once my manager has released my review to me Click on the Review Tab Click the “See Your Review” button in the banner at the top of the page	Complete

360 Reviews (Managers)

ACTION	STATUS
Select Peer Reviewers
1. My 360 review consists of four steps. The first being Select Peer Reviewers Click on the Review Tab Under Step 1: Select Peers to Review You, add three peer reviewers and click "Submit for Approval" This should notify your manager that you have selected your initial peer reviewers NOTE: Already Mandatory Reviewers include any combination of your self-review, manager review and/or direct report reviews	Complete
Approve Peer Reviewers for Direct Reports
1. I am able to approve and/or modify the peer reviewer selections of my direct report(s) Under Step 2: Approve Reviewers for Your Team, Click "Approve All" next to a direct report's name This will notify the peers that they have been selected to write a peer review of that direct report OPTIONAL: Add and/or remove selected peers and approve NOTE: If no peers have been submitted for approval, it will say "Waiting for Employee" and you will not be able to approve	Complete
2. I am able to access the following steps after submitting my peer reviewers for approval Verify that Steps 3 - 4 are now accessible Step 3: Fill Out Reviews Step 4: Deliver Reviews To Your Team	Complete
Self Review
1. I am able to access my self-review and see the expected question set Click on the Review Tab Under Step 3: Fill Out Reviews, click on the “Review Self” button next to your name Verify that the expected list of questions are within the survey NOTE: Real-Time Feedback should be pulled into your review survey on the right-hand side of the page	Complete
2. I am able to Save a Draft of my self review Enter responses to each of the questions in the survey form Click the “Save Draft” button at the bottom of the page NOTE: It will also autosave progress every two minutes Leave the survey form and click back into it – Is your draft data still there?	Complete
3. I am able to submit my self-review feedback to my manager Enter responses to each of the questions in the survey form Click the “Submit” button at the bottom of the page	Complete
4. I am able to edit my self-review feedback after it has been submitted Under Step 3: Fill Out Reviews, click on the “Edit” button below the completed status next to your name Edit responses to the survey questions Click the “Submit” button at the bottom of the page	Complete
Review Your Direct Report (if applicable)
1. I am able to access reviews for my direct report(s) and see the expected question set Verify that any direct reports participating in QA are listed in your list of reviews to complete (Step 3) Click on the “Review Now” button next to a direct report’s name Verify the expected list of questions are in the survey NOTE: Real-Time Feedback for the direct report should be pulled into the review survey on the right-hand side of the page	Complete
2. I am able to mark my review as complete for my direct report Under Step 3: Fill Out Reviews, click the "Review Now” button next to your direct report’s name Enter responses to each of the questions in the survey form Click “Done” at the bottom of the page This should mark the review as complete	Complete
3. I am able to edit my feedback within the review for my direct report after I submit the feedback Under Step 3: Fill Out Reviews, click on the “Edit” button below the completed status next to your direct report’s name Edit responses to the survey questions Click “Done” at the bottom of the page This should re-submit the feedback with the updated feedback	Complete
Peer Reviews (if applicable)
1. I am able to access peer reviews I've been selected to complete and see the expected question set Click on the “Review Now” button next to a peer's name Verify the expected list of questions are in the survey NOTE: Real-Time Feedback for the peer should be pulled into the review survey on the right-hand side of the page NOTE: If declining peer reviews is an option - Verify that the decline option appears below the "Review Now" button	Complete
2. I am able to complete my peer review(s) of the peer(s) that have selected me to complete a peer review of them Under Step 3: Fill Out Reviews, click the "Review Now” button next to your peer's name Enter responses to each of the questions in the survey form Click “Submit to _____'s Manager” at the bottom of the page This should mark the review as complete and notifies your peer's manager that you have completed the review	Complete
3. I am able to edit my feedback within the review for a peer after I submit the feedback Under Step 3: Fill Out Reviews, click on the “Edit” button below the completed status next to your peer’s name Edit responses to the survey questions Click “Submit to _____'s Manager” at the bottom of the page This should re-submit the feedback with the updated feedback	Complete
Review Your Manager (if applicable)
1. I am able to access reviews for my manager and see the expected question set Click on the “Review Now” button next to a manager's name Verify the expected list of questions are in the survey NOTE: Real-Time Feedback for the manager should be pulled into the review survey on the right-hand side of the page	Complete
2. I am able to complete my review of my manager Under Step 3: Fill Out Reviews, click the "Review Now” button next to your manager’s name Enter responses to each of the questions in the survey form Click “Submit to _____'s Manager” at the bottom of the page This should mark the review as complete and notifies your manager's manager that you have completed the review	Complete
3. I am able to edit my feedback within the review for my manager after I submit the feedback Under Step 3: Fill Out Reviews, click on the “Edit” button below the completed status next to your manager’s name Edit responses to the survey questions Click “Submit to _____'s Manager” at the bottom of the page This should re-submit the feedback with the updated feedback	Complete
Delivering Review Reports
1. I am able to view the Review report for my direct report Click on the Review Tab Under Step 4: Deliver Reviews To Your Team, click the “View Review” option next to your direct report’s name NOTE: This is only clickable if you've completed your review for your direct report or if your direct report has completed his/her self-review Verify that you can toggle between viewing report as a manager and employee in the dropdown below the employee’s name Verify that when toggling between the different views (manager and employee), that the proper feedback is being shared and/or restricted on release of the report Verify that you can click the “Print Report” link at the top right of the page	Complete
2. I am able to view the Review report for my indirect report (skip-level direct report) Under Step 4, search for an indirect report’s name in the search bar in the “Indirect Reports” section at the bottom of the page Click the “View Review” option next to your indirect report’s name Verify that you can toggle between viewing report as a manager and employee in the dropdown below the employee’s name Verify that you can click the “Print Report” link at the top right of the page	Complete