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UAT Checklist for ERP Projects

A six-sheet Excel workbook used on Business Central, SAP, NetSuite and Dynamics 365 implementations. It takes a UAT phase from preparation through execution and defect logging to the go-live gate, and it is the same structure LogicHive uses inside the product.

Six sheets inside

  • Pre-UAT Prep
  • Test Execution
  • Issue Log
  • Severity Guide
  • Post-UAT
  • Status Options
Built from real BC and SAP implementation projects

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What is in each sheet

Pre-UAT Prep
Ten preparation tasks with owner and notes columns: scope and objectives, acceptance criteria per feature, a stable test environment, loaded test data, user accounts and permissions, reviewed test cases, briefed testers, an issue tracker, a rollback plan and stakeholder sign-off on the plan.
Test Execution
A test tracker with ID, test case, priority, status, tester and notes. Five example cases are filled in and five blank rows are ready for your own; add as many as the project needs.
Issue Log
A defect log with ID, description, severity, status, reporter, assignee and resolution, so every failed test has somewhere to go other than an email thread.
Severity Guide
Four levels (Critical, High, Medium, Low) with a definition and a concrete example of each, so testers and consultants classify defects the same way.
Post-UAT
Eight go-live gate tasks: critical and high issues resolved or formally deferred, results documented, a UAT summary report, stakeholder sign-off, go-live checklist, deployment plan review and a support-team briefing on known issues.
Status Options
The status vocabulary the tracker and issue log use (Not Started, In Progress, Passed, Failed, Blocked, and Open through Deferred), so reports roll up cleanly.

How to use the checklist on an ERP project

Work through Pre-UAT Prep two to three weeks before testers start. Most UAT phases that slip do so because the environment, the data or the tester accounts were not ready on day one, and every item on that sheet is a question a steering committee will ask when a go-live date moves.

Replace the example rows on Test Execution with your own cases, one row per business process step rather than one per screen. If you have not written test cases for an ERP rollout before, the UAT test plan template and how to write effective test cases cover the structure that business users can actually follow.

Log every failed step on the Issue Log using the Severity Guide definitions, and refuse to accept a severity that is not backed by an example on that sheet. The Post-UAT sheet is your go-live gate: the UAT sign-off process explains how to turn it into a formal client approval.

The spreadsheet works for one project with a handful of testers. It stops working when the tracker is emailed round, patched in three copies and abandoned, which is the four-week lifecycle of every UAT spreadsheet. When that happens, the same structure runs as a shared project on the LogicHive free plan, with the issue log linked to the failing step and the sign-off pack generated rather than collated.