Ready-Made Templates
Oracle Test
Templates
Editable test management documents from 15+ years running Oracle ERP and EPM programmes. Buy once, download straight away, and adapt them to your own project.
These are the frameworks an experienced Oracle Test Manager brings to a programme: strategy, plans, execution tracking, defect triage, status reporting and sign-off. They come packaged for your team to run, in Word and Excel, so you can change everything.
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Oracle UAT Readiness Checklist
32 checks to run before user acceptance testing starts, across scope, scripts, people, environments, data, defects and sign-off. Score yourself in five minutes.
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Test management
Templates for any Oracle programme
Strategy, execution tracking and reporting: the documents a test manager runs every phase with.
Test Governance · Word
Test Strategy & Test Plan
The two documents every Oracle programme needs before testing starts. The strategy sets out how testing is run and governed across all phases; the plan turns it into dates, people and criteria for each phase.
Test Strategy
- Phases from CRP and SIT through UAT, regression and cutover rehearsal
- Scope table for ERP, EPM, integrations and reporting
- Oracle quarterly update and regression approach
- Severity definitions, triage and RACI
- Entry/exit criteria, governance and risk log
Test Plan
- One plan per phase (SIT, UAT or Regression)
- Scenario scope by process area
- Schedule with a fix-and-retest window
- Entry and exit criteria checklists
- Suspension, communication and sign-off
Test Execution · Excel
Execution & Defect Tracker
One workbook to run test execution day to day. Log scenarios and defects, and the dashboard and burn-up charts update themselves, ready for your stand-up and status report.
Tracking
- Scenario tracker with dropdowns for status, tester and cycle
- Defect log with automatic age and overdue flags
- Defects linked to scenarios and process areas
- Triage matrix and meeting checklist
Reporting
- Live dashboard: progress, pass rate, blocked, open defects
- Automatic RAG status against your own thresholds
- Results by process area
- Daily burn-up and defects raised vs closed charts
Test Reporting · Excel + Word
Status Reporting Pack
Clear, consistent reporting from weekly status to the final go / no-go. The same RAG definitions run through every report, so leadership always knows what Amber means.
Excel workbook
- One-page weekly test status report
- Status by area: scope, schedule, quality, environments, data, people
- Defect movement table with weekly change
- RAID log with automatic risk scoring
- Agreed RAG definitions
Word templates
- Steering committee test summary
- Test exit report with go / no-go recommendation
- Exit criteria assessment
- Open defects carried forward, with workarounds
- Lessons learned and sign-off
Oracle UAT & regression packs
Ready-to-run packs by Oracle area
Each pack has an Excel workbook of scripts, defect log, entry/exit tracker and live dashboard, plus a Word playbook with the UAT plan, criteria, defect process and sign-off.
Oracle Cloud · Quarterly Updates · Excel + Word
Quarterly Update Regression Pack
A repeatable routine for testing every Oracle Cloud update. ERP Cloud is updated each quarter and EPM Cloud each month: this pack shows you what to test, tracks the results and gives you a clear go / no-go before production is updated.
Excel workbook
- 35 regression scripts across R2R, P2P, O2C, integrations, reports and EPM
- Release Impact Log for each update: changes, impact and opt-in decisions
- Defect log and triage matrix
- Live dashboard with release impact summary
Word playbook
- The update cycle, from release notes to hypercare
- How to choose what to test, risk first
- Entry and exit criteria for each update
- Defect process, including Oracle service requests
- Go / no-go and sign-off
Oracle ERP · Procure to Pay · UAT
Procure to Pay UAT Pack
Everything you need to run UAT for Oracle Procure to Pay, from supplier set-up to the bank payment file. Scripts follow the cycle the way buyers and AP teams actually work.
Excel workbook
- 40 UAT scripts: suppliers, requisitions, POs, receiving, invoices, payments, period-end
- Holds, VAT and EU reverse charge, SEPA payment files
- Defect log, triage matrix and entry/exit tracker
- Live dashboard by process stage
Word playbook
- UAT plan template
- Entry and exit criteria, including bank file and AP-to-GL reconciliation
- Defect management process
- How to write scripts business testers can follow
- UAT sign-off form
Oracle ERP · Record to Report · UAT
Record to Report UAT Pack
UAT for Oracle General Ledger and the month-end close. Scripts follow the close calendar, from in-period journals to the final period close, so accountants test in the order they work.
Excel workbook
- 36 UAT scripts by close day
- Journals, approvals, subledger accounting, accruals
- Revaluation, allocations, intercompany, financial statements
- Live dashboard by close day
Word playbook
- UAT plan template
- Entry and exit criteria, ready to agree with stakeholders
- Defect management process
- How to write scripts business testers can follow
- UAT sign-off form
Oracle EPM · FCCS · UAT
FCCS UAT Template Pack
A complete user acceptance testing kit for Oracle Financial Consolidation and Close. The scripts follow the close calendar, so business testers work through UAT in the same order they'll run a real close.
Excel workbook
- 40 UAT test scripts organised by close-calendar day
- Defect log with severity and status tracking
- Defect triage matrix
- Entry and exit criteria tracker
- Live dashboard that updates as you test
Word playbook
- UAT plan template
- Entry and exit criteria, ready to agree with stakeholders
- Defect management process
- How to write scripts business testers can follow
- UAT sign-off form
Oracle EPM · Planning (EPBCS) · UAT
EPBCS Planning UAT Pack
UAT for Oracle Planning, following the planning calendar: load actuals, plan revenue, workforce, expenses and capital, run the rules, approve, then report.
Excel workbook
- 36 UAT scripts by planning stage
- Data loads, driver-based revenue, workforce and capital
- Business rules, allocations, currency, rolling forecast
- Approvals, task lists, reports and Smart View
Word playbook
- UAT plan template
- Entry and exit criteria, ready to agree with stakeholders
- Defect management process
- How to write scripts planners can follow
- UAT sign-off form
Oracle EPM · Account Reconciliation (ARCS) · UAT
ARCS Reconciliation UAT Pack
UAT for Oracle Account Reconciliation: profiles, balance loads, reconciliation preparation, transaction matching, review and period close, tested the way controllers work.
Excel workbook
- 32 UAT scripts by reconciliation stage
- Balance comparison and account analysis reconciliations
- Transaction matching: auto-match, tolerances, manual match
- Review, monitoring, period close and carry forward
Word playbook
- UAT plan template
- Entry and exit criteria, ready to agree with stakeholders
- Defect management process
- How to write scripts accountants can follow
- UAT sign-off form
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Need Someone to Run It?
The templates give your team the structure. If you'd rather have an experienced Oracle Test Manager lead your testing, Infinity Technologies is available for short-term and programme engagements. We can also tailor any template to your programme through our Documentation Services.
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