ReferenceCustomer portal

Acceptance runs (portal)

Open Portal → Acceptance in Thermal →

What it's for

Acceptance runs in the customer portal is where a customer works through a set of scenarios and records whether each one passes. It is used when a customer is formally accepting delivered work rather than simply receiving it.

Your customers reach it from the portal, at /portal/acceptance.

Tabs

The screen has no tabs. It is the list of runs; opening one shows its scenarios.

Panels and controls

Columns: Run, Status, Pass rate, and Created.

  • Pass rate is the headline: how much of the run has been accepted so far.
  • Opening a run goes to its scenarios, where each is marked and commented on.
  • Evidence can be attached to a step, with an optional Caption. A screenshot attached to a failed step is worth more than a paragraph describing it.
  • No acceptance runs is the empty state.

Both sides see the same run: the customer marks it here, and your office watches it on Acceptance runs. There is no separate copy to reconcile.

What it accepts

FieldFormatRequiredRule
Evidence fileA fileYes, to attach"File is required."; must attach to a real step — "Step not found."
CaptionFree text — optionalNoDescribes the evidence

Marking scenarios happens on the run itself — see Acceptance run.

How to configure it

  • Customer portal settings decide whether the acceptance section appears.
  • Runs and their scenarios are created in the office app on Acceptance runs.
  • Branding settings decide how it looks.

Who can see it

This screen is part of the customer portal. Your customers reach it with a portal login, and each one sees only their own acceptance runs.

Your staff see the same runs on Acceptance runs in the office app.

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