Test Scope
Define systems, components, site boundaries, and excluded items; specify versions, firmware, and configuration baselines used during testing.
A formal document reduces ambiguity about what was tested, who signed off, and which acceptance criteria were met, supporting contractual compliance and operational safety. It preserves an auditable record for stakeholders and regulators while clarifying remediation steps when tests reveal failures.
This document is used by teams responsible for design, verification, and operational acceptance; it bridges technical execution and contract or regulatory sign-off.
Use consistent versions and retained records to avoid disputes, speed commissioning, and provide evidence for warranty, insurance, or regulatory reviews.
Define systems, components, site boundaries, and excluded items; specify versions, firmware, and configuration baselines used during testing.
Step-by-step instructions for each test case including inputs, expected results, required tools, safety precautions, and environmental conditions.
Record measurement points, sample rates, instruments used, and raw results storage locations to ensure reproducibility and downstream analysis.
Quantitative pass/fail thresholds and qualitative conditions that determine whether a system meets contract or regulatory requirements.
List test owners, approvers, observers, and contact information so actions and approvals map to accountable individuals.
Standardized result summaries, nonconformance logs, corrective actions, and final sign-off fields for authorized approvers.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel routing depending on approval dependencies |
| Authentication | Email link by default; use SMS code or two-factor for higher assurance |
| Conditional Fields | Show corrective-action fields only when test fails |
| Retention Location | Save signed PDF and audit trail to project document repository |
Choose a platform that supports the file formats, authentication, and integrations required by the project and compliance needs.
Ensure the platform provides an audit trail, exportable signed PDFs, and storage options that align with retention and security policies.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |