Editable checklist
Automation Readiness Checklist
Check the rules, data, access and exceptions before you build.
Read the guideAutomation
Workflow test checklist
Test more than the happy path before handing a flow over.
EDITABLE GUIDEAutomation
What this guide covers
Test more than the happy path before handing a flow over.
Sections
- Normal input. Does one valid request produce one intended result?
- Missing input. Does the process stop and explain what is missing?
- Duplicates. Does repeating the same request avoid duplicate actions?
- Approval. Can an unapproved request trigger a consequential action? It should not.
- Service failure. Is a failure visible, recoverable and assigned to an owner?
- Access boundary. Can a user access only the information and actions they are permitted to use?
Worked example
Record: case ID, input, expected behaviour, observation, pass/fail, reviewer and date. This checklist is not a security certification.
How to use it
Download the editable file, fill it in with a real task from your own work and revise it once you have tried the process. The guide is meant to be used, not filed.
This guide is educational material. It is not legal, security or compliance advice. If your work touches regulated data, involve the right professional before automating.
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