Scenarios and Guidance
Please move through these scenarios as naturally as possible. There is no correct way to test. We are looking for moments when the experience does not behave the way you expect.
Do not work around a problem too quickly. Pause and note what happened, what you expected, and what you tried next.
We encourage you to test with realistic workflows and challenges. Please do not include Social Security numbers, government IDs, financial account numbers, medical records, student records, individual salary details, passwords, financial credentials, or information your employer or another organization expects you to keep confidential.
Scenario Groups
Evaluate the experience based on your very first look, before you have spent time exploring.
- What do you believe the product or experience is for?
- Does the first page make the next step obvious?
- Does any language feel confusing or overly technical?
- Do you feel confident beginning without additional instructions?
- What do you expect will happen after clicking the main action?
Behave as though you are completely unfamiliar with this experience. Do not read every instruction before acting.
- Follow the path that feels most natural.
- Note any point where you are unsure what to do.
- Identify anything that seems to assume prior knowledge.
- Note whether the system explains why it is asking questions.
- Identify any point where you would normally leave or give up.
Complete these tasks using fictional or non-sensitive information. Move through them as you would in real use.
- Start a new activity or process.
- Respond to the initial questions naturally.
- Give a short or incomplete answer and observe how the experience responds.
- Give a detailed answer and observe whether the experience uses the information appropriately.
- Change your mind or correct something you previously entered.
- Leave a task and attempt to return to it.
- Look for something you previously created.
- Try to understand what the next recommended step is.
- Complete a process from beginning to end.
- Attempt an action in a different order than expected.
Intentionally explore uncertainty. These scenarios test how the experience handles ambiguity and helps you recover.
- Enter an answer that is vague.
- Say that you do not know where to begin.
- Provide information that does not fully answer the question.
- Attempt to go backward.
- Refresh the browser during a task.
- Close and reopen the site.
- Click something twice.
- Use the browser back button.
- Look for a way to edit or correct an earlier response.
- Note whether the experience helps you recover without losing progress.
Test behavior at the boundaries of normal use. Note: do not attempt security attacks, access restricted systems, inspect other users' information, or upload harmful content.
- Leave a required field blank.
- Enter a very short answer.
- Enter a very long answer.
- Use punctuation, apostrophes, quotation marks, or emojis.
- Paste formatted text.
- Rapidly click a button more than once.
- Use the application in a narrow browser window.
- Use a phone or tablet when available.
- Refresh during loading.
- Temporarily disconnect from the internet, when practical.
- Return after several minutes of inactivity.
Pay attention to how the experience communicates with you.
- Note any awkward phrasing.
- Look for spelling or grammar errors.
- Identify repetitive questions.
- Flag instructions that feel too long or too short.
- Note terms that need definitions.
- Identify labels that do not match what happens next.
- Note messages that feel cold, abrupt, judgmental, or overly robotic.
- Identify places where the system seems to misunderstand you.
- Note places where you want an example but none is provided.
Review the experience for clarity, readability, and ease of use across different contexts.
- Text readability and font size.
- Color contrast.
- Button size and tap targets.
- Mobile usability.
- Keyboard navigation.
- Visible focus states.
- Form labels and placeholder text.
- Error message clarity.
- Whether important information relies only on color.
- Whether expandable sections are easy to recognize and operate.
Step back and reflect on the experience as a whole. There are no right or wrong answers.
- What felt easiest?
- What felt hardest?
- What felt most useful?
- What felt unnecessary?
- Did you understand what the experience was helping you accomplish?
- Did you trust the experience?
- Would you use it again?
- What would you change first?
- What did you expect but could not find?
How to Report an Issue
Use this structure when submitting feedback. Include as much detail as you can, but any amount is helpful.
- What were you trying to do?
- What steps did you take?
- What did you expect to happen?
- What actually happened?
- Did an error message appear?
- Could you continue, or were you blocked?
- What device and browser were you using?
- Can you reproduce the issue?
- Include a screenshot when appropriate, but make sure it contains no sensitive information.
Screenshots
Screenshots are encouraged when they help illustrate an issue.
Before submitting, review your screenshot for names, contact information, account numbers, medical details, confidential documents, or other sensitive content that may be visible on screen. Crop or redact if needed.
Issue Severity — Plain Language
- BlockedI could not continue.
- Major problemI could continue only by restarting or finding a workaround.
- Minor problemThe task worked, but something was confusing or incorrect.
- SuggestionNothing was broken, but the experience could be improved.
Thank You for Testing
You do not need to find a certain number of issues for your participation to be valuable. Confusion, hesitation, unmet expectations, and positive reactions are all useful feedback.
You may return and test again at any time. Please do not retain or distribute private beta materials.