Test environments (UATs) are created for customers to apply different scenarios or customizations to their data and review outcomes without putting their production data at risk.  

A UAT database is a copy of a database at a specific point in time.  Anything already entered into the production database at that time will be carried over, however, any data entered or periods posted in production after the copy is made do not transfer over to the UAT.

Users are free to test different scenarios in the UAT without impacting their current production database.  Once testing is complete, you may choose to move forward or not move forward with changes to the production database. 

 

Things to note when working in a test database (UAT)

• Test databases can be made available for up to one month without charge. Contact support.balance@evertrue.com to discuss pricing on long term test databases. 
• User-Defined Reports (UDR) will not initially work in a UAT.  They will need to be republished (which creates the link to the data source) in order to be run the first time in UAT. To do this, locate the UDR on the Reports page, then click 'Edit report'. 

  

   From here, simply click 'Save changes' to save your report (you don't need to edit anything). The UDR should then work in the test database. 
• Implementing certain customizations will incur an additional charge and require a Statement of Work be completed.
• Once the UAT database is no longer being used for testing, Fundriver will delete the database. Another UAT may be requested again in the future if other testing is required.
• We are not able to copy your test database to production. Any changes you make in a test database will need to be made in production as well if desired.

Ready for a test database?

Contact support.balance@evertrue.com and we'll be happy to help!