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Our Portal Certification Checklist

v1.2.1 Alec Young Alec Young 5 min read Updated June 27, 2026

Pre-release Checks

After we or your developers deploy the Portal code on your website, we jump in and run a checklist to verify all core Portal functions are looking and behaving as expected. We typically request 48-72 hours to run the Certification process, after which we will confirm that your Portal is ready and can be displayed publicly (pending your Terms and Conditions are in place).

This guide outlines our full Certification checklist, as well as how we handle items that fail our function or styling checks.

Portal Certification Checklist – June 2026 Template

Updated June 25th 2026

We break Portal Certification up into 3 stages:

  1. Core Account and Navigation Functions
  2. Core Bidding and Buying Functions – Split by Auction Type
    • Stage 2A – Timed Auctions and the Marketplace
    • Stage 2B – Webcast Auctions (Pre-Bidding and Live Bidding phases)
  3. Navigation and Styling Pass

Portal Certification – Stage 1 – Core Account and Navigation Functions

0/22
Portal loads without errors
Portal navigation buttons are clickable and destination pages open successfully
Create Account form can be completed
Account Activation Link re-opens Portal successfully
Log In form can be completed successfully
Auction Registration can be completed successfully (including User Verification, if applicable)
Essential Information and View Terms & Conditions panels can be opened, scrolled-through and closed
Search All Lots returns results and clicking a result opens the Item Details page successfully
Search by Lot ID returns results and the Category dropdown is clickable and displays Categories successfully
Lots per Page, Clear Filters, and the All, Starred, Winning, and Losing filters are all clickable and filter the Item Catalogue successfully
Gallery and List View buttons are clickable and re-render the Item Catalogue successfully
Item Title and View Details links are clickable and open the Item Details page successfully
View All Listings, Previous Listing and Next Listing buttons are clickable and open the Item Catalogue or next Item Details page successfully
Item Photo Gallery is clickable, Previous and Next image buttons are clickable and Zoom function works as expected
Live Bidding Item Title and Photo Gallery are clickable and open the Item Photo Gallery panel successfully
Live Bidding Item Photo Gallery’s Previous and Next image buttons are clickable and Zoom function works as expected
Live Bidding Item List appears, is scrollable, Open and Closed tabs are clickable and operate successfully
Live Bidding Sale Information panel and sub-options appear and are clickable
Show Starred Only option appears, is clickable and filters the Open and Closed tabs successfully
My Account button is clickable and opens the My Settings menu succesfully
My Settings fields are clickable and editable, and both the Cancel and Save Settings buttons are clickable and save account changes successfully
Log Out button is clickable and action runs successfully

Portal Certification – Stage 2A – Core Bidding and Buying Functions (Timed Auctions & the Marketplace)

0/19
Place Bid button is clickable and successfully opens the Confirm Bid panel
Skip confirmation option is clickable and successfully operates on next bid
Bid Confirmation panel Confirm and Cancel buttons are clickable and operate successfully
Bid History badge updates and is clickable (if enabled), Bid History panel then displays expected data successfully
Place Auto Bid button is clickable and successfully opens the Set Auto Bid panel
Auto Increments disabled: Auto Bid value field is clickable and number inputs appear successfully
Auto Increments enabled: Select Auto Bid dropdown is clickable and value selected successfully
Set Auto Bid panel Confirm and Cancel buttons are clickable and operate successfully
Place Auto Bid button updates to reflect the set Auto Bid amount successfully
Buy Now button is clickable and successfully opens the Confirm Buy Now panel
Confirm Buy Now panel Buy Now and Cancel buttons are clickable and operate successfully
Make Offer button is clickable and opens the Confirm Offer panel successfully
Offer Amount field is clickable and number inputs appear successfully
Confirm Offer panel Send and Cancel buttons are clickable and operate successfully
Pending Offer/Offer History badge is clickable and opens the Confirm Offer panel successfully
All Bidding and Buying status and pop-out messages appear and update successfully
Outbid notifications correctly link back to the Item Details page
Buy Now and Make Offer/Offer Accepted notifications link back to the Item Details page
Auction Registration – Suspension removes all Bidding, Buy Now and Make Offer buttons successfully

Portal Certification – Stage 2B – Core Bidding Functions (Webcast Auctions)

0/14
Place Bid button is clickable and successfully opens the Confirm Bid panel (Pre-Bidding phase)
Skip confirmation option is clickable and successfully operates on next bid (Pre-Bidding phase)
Bid Confirmation panel Confirm and Cancel buttons are clickable and operate successfully (Pre-Bidding phase)
Bid History badge updates and is clickable (if enabled), Bid History panel then displays expected data successfully (Pre-Bidding phase)
Place Auto Bid button is clickable and successfully opens the Set Auto Bid panel (Pre-Bidding phase)
Auto Increments disabled: Auto Bid value field is clickable and number inputs appear successfully (Pre-Bidding phase)
Auto Increments enabled: Select Auto Bid dropdown is clickable and value selected successfully (Pre-Bidding phase)
Set Auto Bid panel Confirm and Cancel buttons are clickable and operate successfully (Pre-Bidding phase)
Place Auto Bid button updates to reflect the set Auto Bid amount successfully (Pre-Bidding phase)
All Bidding status and pop-out messages appear and update successfully (Pre-Bidding phase)
Bid button is clickable and successfully places a bid (Live Bidding phase)
Enter Commission Bid field is clickable and number inputs appear successfully (Live Bidding phase)
Enter Commission Bid field’s Confirm button is clickable and operates successfully (Live Bidding phase)
All Bidding status and pop-out messages appear and update successfully (Live-Bidding phase)

Portal Certification – Stage 3 – Navigation and Styling Pass

0/4
Verify all Portal Text and Buttons are visible and readable (Labels, Paragraph, Tags, Counters, etc.)
Confirm all Portal branding matches site branding kit (Logos, Colours, Contact Us details)
Confirm all site links to the Portal work and do not fire any redirect warnings
Verify all Portal functions do not fire site or DNS WAF warnings or errors
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