Beta Testing Portal
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Testing Guide

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?

How to Report an Issue

Use this structure when submitting feedback. Include as much detail as you can, but any amount is helpful.

  1. What were you trying to do?
  2. What steps did you take?
  3. What did you expect to happen?
  4. What actually happened?
  5. Did an error message appear?
  6. Could you continue, or were you blocked?
  7. What device and browser were you using?
  8. Can you reproduce the issue?
  9. 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.

Submit Final Feedback