{ "test_case_id": "A11Y-DOC-016", "title": "Document mobile and magnification review", "category": "document_accessibility", "procedure_version": "2026.08.27-rc.9", "rule_type": "composite", "wcag_criteria": [ "1.4.4", "1.4.10" ], "level": "AA", "risk": "medium", "risk_basis": "Checks document mobile and magnification review on the final deliverable, not only the authoring source. People most likely affected: people who use screen readers, braille, keyboard access, magnification, reflow or adapted document presentations. Document structure, content or controls may be unavailable or presented in a misleading order. In the recorded document-office environment, review source semantics and the delivered file in its intended reader; conversion can lose headings, reading order, alternatives, table relationships or form behaviour that existed in the authoring tool.", "review_status": "draft", "reviewed_at": "", "review_note": "Template content is subject to a hash-bound internal consistency review. Formal assessment claims require competent execution, current evidence and the applicable legal, participant and organisational authority.", "method_label": "Document review", "tester_level": "Document accessibility specialist", "estimated_duration": "Typically 67–97 minutes for the stated single-target assumptions; use the component breakdown when estimating a real sample.", "execution_class": "manual_with_automation_support", "automation_support": "supporting_evidence_only", "simulation_policy": "simulation_may_support_but_not_replace_manual_execution", "plain_summary": "Checks document mobile and magnification review on the final deliverable, not only the authoring source.", "objective": "Verify document mobile and magnification review on the final deliverable, not only the authoring source.", "test_subject": "The immutable document file identified by checksum, format and authoring/export version.", "test_targets": [ "Each page, object, structure and operation relevant to Document mobile and magnification review in the final file." ], "applicability": "Apply Document mobile and magnification review when the immutable document file identified by checksum, format and authoring/export version. The selected focus is Document mobile and magnification review.", "applicability_questions": [ "Does the frozen scope contain a target relevant to Document mobile and magnification review?", "Are the required real environments, versions and settings identified separately from diagnostic simulations?", "Which default, revealed, error, interruption, recovery and confirmation states can change the result?", "Does a scope exclusion need to be reported separately from target applicability?" ], "inapplicability_conditions": [ "The immutable file contains no object, structure or operation relevant to Document mobile and magnification review." ], "assumptions": [ "The selected scope identifies the product version, technologies, states and important user journeys being evaluated.", "The tester knows how to use this method and any required assistive technology.", "Known browser or assistive-technology limitations are recorded instead of being assigned to the product without evidence." ], "accessibility_support_assumptions": [ "The result covers only the browsers, platforms, readers and assistive technologies that were actually tested.", "Do not apply a result from one technology combination to an untested combination or to every user." ], "prerequisites": [ "The product area and test targets are agreed before testing starts.", "The operating system, browser, viewport and input method are recorded.", "Test data is safe to use and does not expose unnecessary personal information." ], "required_environment_fields": [ "operating_system", "operating_system_version", "document_application", "document_application_version", "document_format", "document_identifier_or_checksum", "authoring_or_export_tool", "authoring_or_export_tool_version", "accessibility_checker", "accessibility_checker_version", "assistive_technology", "assistive_technology_version", "input_method" ], "steps": [ { "step_id": "S1", "title": "Prepare the scope, target and environment", "phase": "prepare", "test_target": "Each page, object, structure and operation relevant to Document mobile and magnification review in the final file.", "required_state": "For Document mobile and magnification review, the product version and scope are frozen; every selected target and material starting state is uniquely identified.", "tool_or_command": "Use the scope record and worksheet environment fields for Document mobile and magnification review: operating_system, operating_system_version, document_application, document_application_version, document_format, document_identifier_or_checksum, authoring_or_export_tool, authoring_or_export_tool_version, accessibility_checker, accessibility_checker_version, assistive_technology, assistive_technology_version, input_method.", "action": "Before executing Document mobile and magnification review, freeze the product version and scope. Inventory each applicable target, select the required starting states, prepare safe test data and record every required environment value. Complete any named known-good calibration before attributing an observation to the product.", "expected": "The selected targets, states, test data, environment and any scope limitations are complete enough for another qualified tester to reproduce the setup.", "failure_observation": "During Document mobile and magnification review, the target, starting state, environment or scope record remains ambiguous for the scenario named Prepare the scope, target and environment. The preparation result cannot be demonstrated: The selected targets, states, test data, environment and any scope limitations are complete enough for another qualified tester to reproduce the setup.", "evidence_to_record": "Scope/version reference; target inventory; starting states; safe-data reference; every required environment value; calibration result or reason it is not required.", "decision_effect": "For Document mobile and magnification review, an incomplete setup blocks the affected execution or leaves the omitted target untested; it never creates a pass or product failure.", "recovery_or_repeat": "For Document mobile and magnification review, correct the setup gap, preserve the original blocked record and start a new execution observation before proceeding.", "novice_guidance": "For Document mobile and magnification review, do not begin from an undocumented browser tab, document copy, device state, participant plan or evidence set. Record the exact item you will test first.", "limitations_and_claim_boundary": "This scenario records the action named Prepare the scope, target and environment for Document mobile and magnification review in document-office. It does not establish behaviour for another target, state or environment and does not set a WCAG conformance decision.", "scenario_purpose": "For Document mobile and magnification review, prepare the named scenario: Prepare the scope, target and environment. Target: Each page, object, structure and operation relevant to Document mobile and magnification review in the final file. The preparation must establish this result: The selected targets, states, test data, environment and any scope limitations are complete enough for another qualified tester to reproduce the setup.", "user_impact": "Document structure, content or controls may be unavailable or presented in a misleading order. This scenario isolates that risk in the action named Prepare the scope, target and environment.", "decision_rules": { "passed": "Record passed for the Document mobile and magnification review scenario named Prepare the scope, target and environment only when the evidence (Scope/version reference; target inventory; starting states; safe-data reference; every required environment value; calibration result or reason it is not required.) supports: The selected targets, states, test data, environment and any scope limitations are complete enough for another qualified tester to reproduce the setup.", "failed": "Record failed when the action is completed and this failure observation is reproduced: During Document mobile and magnification review, the target, starting state, environment or scope record remains ambiguous for the scenario named Prepare the scope, target and environment. The preparation result cannot be demonstrated: The selected targets, states, test data, environment and any scope limitations are complete enough for another qualified tester to reproduce the setup.", "not_applicable": "The immutable file contains no object, structure or operation relevant to Document mobile and magnification review.", "blocked": "Record blocked, not passed, when An applicable target, required state, complete process or named real environment was not executed." } }, { "step_id": "S2", "title": "Open the deliverable on physical iOS and Android devices and with desktop magnification", "phase": "test", "action": "Open the deliverable on physical iOS and Android devices and with desktop magnification; navigate, read and operate links/forms at large text/zoom.", "expected": "The document remains readable and usable in supported mobile viewers, with fixed-layout limitations disclosed.", "evidence_to_record": "Page/object/cell/slide location and tag tree, reading order, metadata or relationship evidence. Save checker output, structural evidence, screen-reader notes and page/slide/sheet/cell locations for each result.", "test_target": "Each page, object, structure and operation relevant to Document mobile and magnification review in the final file.", "required_state": "For Document mobile and magnification review, begin in the target's default state followed by its fully revealed menu, dialog or expanded state; preserve the exact content, account, platform and configuration used.", "tool_or_command": "In document-office, Inspect the immutable delivered file in its intended reader. For PDF use Acrobat Pro's Accessibility Check, Tags panel and Reading Order tool as diagnostics; for Microsoft 365 files use Review > Check Accessibility, then confirm the result manually and with the required real reader or assistive technology.", "decision_effect": "For Document mobile and magnification review, compare the recorded observation with this expected result: The document remains readable and usable in supported mobile viewers, with fixed-layout limitations disclosed. A material mismatch fails this target expectation; conflicting platform or responsibility evidence is cannot tell, not a pass.", "recovery_or_repeat": "Repeat representative reading/navigation with keyboard and a real screen reader; inspect every unique layout/template and all complex content. Repeat for every unique structure and every instance that changes meaning, reading order or interaction, including exported and remediated versions. Preserve the first Document mobile and magnification review observation when repeating.", "novice_guidance": "For Document mobile and magnification review: A clean checker result is not a pass. Locate the exact object in the delivered file and verify its semantics, reading order and operation in the reader used by the procedure.", "scenario_purpose": "For Document mobile and magnification review, execute the named scenario: Open the deliverable on physical iOS and Android devices and with desktop magnification. Target: Each page, object, structure and operation relevant to Document mobile and magnification review in the final file. Compare the observation with this result: The document remains readable and usable in supported mobile viewers, with fixed-layout limitations disclosed.", "user_impact": "Document structure, content or controls may be unavailable or presented in a misleading order. This scenario isolates that risk in the action named Open the deliverable on physical iOS and Android devices and with desktop magnification.", "failure_observation": "After the tester completes the Document mobile and magnification review scenario named Open the deliverable on physical iOS and Android devices and with desktop magnification, the recorded observation for the target is inconsistent with the required result: The document remains readable and usable in supported mobile viewers, with fixed-layout limitations disclosed.", "decision_rules": { "passed": "Record passed for the Document mobile and magnification review scenario named Open the deliverable on physical iOS and Android devices and with desktop magnification only when the evidence (Page/object/cell/slide location and tag tree, reading order, metadata or relationship evidence. Save checker output, structural evidence, screen-reader notes and page/slide/sheet/cell locations for each result.) supports: The document remains readable and usable in supported mobile viewers, with fixed-layout limitations disclosed.", "failed": "Record failed when the action is completed and this failure observation is reproduced: After the tester completes the Document mobile and magnification review scenario named Open the deliverable on physical iOS and Android devices and with desktop magnification, the recorded observation for the target is inconsistent with the required result: The document remains readable and usable in supported mobile viewers, with fixed-layout limitations disclosed.", "not_applicable": "The immutable file contains no object, structure or operation relevant to Document mobile and magnification review.", "blocked": "Record blocked, not passed, when An applicable target, required state, complete process or named real environment was not executed." }, "limitations_and_claim_boundary": "This scenario records the action named Open the deliverable on physical iOS and Android devices and with desktop magnification for Document mobile and magnification review in document-office. It does not establish behaviour for another target, state or environment and does not set a WCAG conformance decision." }, { "step_id": "S3", "title": "Repeat material variations and recovery", "phase": "test", "test_target": "Each page, object, structure and operation relevant to Document mobile and magnification review in the final file.", "required_state": "For Document mobile and magnification review: Default, revealed, loading, empty, validation error, interruption, recovery and confirmation where meaningful. Every required environment, viewport, orientation, language and authenticated state recorded in the frozen scope.", "tool_or_command": "For Document mobile and magnification review, use the same recorded method, then change only the state, environment or recovery condition being compared.", "action": "Repeat the Document mobile and magnification review action for each inventoried variation that can change the outcome. Include relevant default, revealed, error, interruption, recovery and confirmation states and complete the selected process from start to finish where this test can affect task completion.", "expected": "Every material variation and required recovery path has its own reproducible observation; no unexecuted state is merged into a passing result.", "failure_observation": "After the tester completes the Document mobile and magnification review scenario named Repeat material variations and recovery, the recorded observation for the target is inconsistent with the required result: Every material variation and required recovery path has its own reproducible observation; no unexecuted state is merged into a passing result.", "evidence_to_record": "Variation identifier; changed state or environment; start and end points; actual observation; recovery result; intervention; evidence reference and target outcome.", "decision_effect": "For Document mobile and magnification review, a reproduced mismatch fails the affected target; an omitted required variation remains untested; conflicting evidence remains cannot tell.", "recovery_or_repeat": "Repeat this action for every required variation of Document mobile and magnification review and after a material target, content, state, environment or configuration change. Preserve the original observation.", "novice_guidance": "For Document mobile and magnification review, change one material condition at a time where practical. Do not assume that a passing default state covers errors, overlays, orientation changes, interruptions or recovery.", "limitations_and_claim_boundary": "This scenario records the action named Repeat material variations and recovery for Document mobile and magnification review in document-office. It does not establish behaviour for another target, state or environment and does not set a WCAG conformance decision.", "scenario_purpose": "For Document mobile and magnification review, execute the named scenario: Repeat material variations and recovery. Target: Each page, object, structure and operation relevant to Document mobile and magnification review in the final file. Compare the observation with this result: Every material variation and required recovery path has its own reproducible observation; no unexecuted state is merged into a passing result.", "user_impact": "Document structure, content or controls may be unavailable or presented in a misleading order. This scenario isolates that risk in the action named Repeat material variations and recovery.", "decision_rules": { "passed": "Record passed for the Document mobile and magnification review scenario named Repeat material variations and recovery only when the evidence (Variation identifier; changed state or environment; start and end points; actual observation; recovery result; intervention; evidence reference and target outcome.) supports: Every material variation and required recovery path has its own reproducible observation; no unexecuted state is merged into a passing result.", "failed": "Record failed when the action is completed and this failure observation is reproduced: After the tester completes the Document mobile and magnification review scenario named Repeat material variations and recovery, the recorded observation for the target is inconsistent with the required result: Every material variation and required recovery path has its own reproducible observation; no unexecuted state is merged into a passing result.", "not_applicable": "The immutable file contains no object, structure or operation relevant to Document mobile and magnification review.", "blocked": "Record blocked, not passed, when An applicable target, required state, complete process or named real environment was not executed." } } ], "expectations": [ { "expectation_id": "E1", "statement": "The document remains readable and usable in supported mobile viewers, with fixed-layout limitations disclosed.", "outcome_if_unmet": "failed" }, { "expectation_id": "E2", "statement": "Every selected target and meaningful state is tested using the stated method.", "outcome_if_unmet": "untested" } ], "exceptions": [ "Use only an exception stated in the relevant standard, or an agreed out-of-scope decision. Record the reason and evidence.", "A tool limitation, lack of time or unavailable assistive technology is a limitation or incomplete result, not a pass." ], "outcome_definitions": { "passed": "The applicable test target meets every expectation in this rule or procedure.", "failed": "The applicable test target does not meet at least one expectation in this rule or procedure.", "inapplicable": "The test subject contains no target that matches this rule or procedure's applicability.", "cantTell": "The tester cannot fully determine applicability or whether every expectation is met.", "untested": "The test subject or target was not evaluated using this rule or procedure." }, "examples": [ { "example_id": "A11Y-DOC-016-EX-PASSED", "outcome": "passed", "scenario": "Representative calibration example, not client evidence. Procedure: Document mobile and magnification review. Target: Each page, object, structure and operation relevant to Document mobile and magnification review in the final file. Action: Before executing Document mobile and magnification review, freeze the product version and scope. Inventory each applicable target, select the required starting states, prepare safe test data and record every required environment value. Complete any named known-good calibration before attributing an observation to the product. Evidence: Scope/version reference; target inventory; starting states; safe-data reference; every required environment value; calibration result or reason it is not required. Observed result: The selected targets, states, test data, environment and any scope limitations are complete enough for another qualified tester to reproduce the setup." }, { "example_id": "A11Y-DOC-016-EX-FAILED", "outcome": "failed", "scenario": "Representative calibration example, not client evidence. Procedure: Document mobile and magnification review. Target: Each page, object, structure and operation relevant to Document mobile and magnification review in the final file. The tester completes the recorded action, but the captured evidence does not demonstrate: The selected targets, states, test data, environment and any scope limitations are complete enough for another qualified tester to reproduce the setup. The failed target and state remain separate from unexecuted targets." }, { "example_id": "A11Y-DOC-016-EX-INAPPLICABLE", "outcome": "inapplicable", "scenario": "Representative scope example, not client evidence. The immutable file contains no object, structure or operation relevant to Document mobile and magnification review. The completed inventory is retained as the basis for the inapplicable outcome." }, { "example_id": "A11Y-DOC-016-EX-CANTTELL", "outcome": "cantTell", "scenario": "Representative unresolved example, not client evidence. The target is applicable, but conflicting evidence or unresolved responsibility prevents a defensible expectation decision after recorded comparison. The record identifies the conflicting evidence and the expertise or comparison needed to resolve it." }, { "example_id": "A11Y-DOC-016-EX-UNTESTED", "outcome": "untested", "scenario": "Representative execution-gap example, not client evidence. An applicable target, required state, complete process or named real environment was not executed. The missing action, state or environment remains open and is not converted to a pass." } ], "sampling_rule": "Test each selected content type, state and critical task. Document what was included and any known limitation.", "complete_process_requirement": "If this check is part of a user journey, test the selected journey from start to finish, including relevant errors and recovery. Record any path that was not tested.", "pass_criteria": "The document remains readable and usable in supported mobile viewers, with fixed-layout limitations disclosed.", "fail_criteria": "Fail if any applicable sampled instance does not satisfy: The document remains readable and usable in supported mobile viewers, with fixed-layout limitations disclosed.", "evidence_requirements": [ "Filename, SHA-256 checksum, document version and authoring/export/remediation tools.", "Checker name/version, exported report and disposition of every error, warning and manual check.", "Page/object/cell/slide location and tag tree, reading order, metadata or relationship evidence.", "Keyboard, reflow and exact assistive-technology output for each applicable complete process." ], "official_source_ids": [ "W3C-WCAG22", "W3C-WCAG2ICT", "MICROSOFT-WORD-A11Y", "W3C-WCAG22-TECHNIQUES", "MICROSOFT-OFFICE-CHECKER" ], "act_rule_mapping": { "format_alignment": "This is a project-authored manual procedure, not a W3C Approved ACT Rule.", "approved_rule_ids": [], "approved_rules": [], "mapping_status": "No supporting ACT rule selected", "registry_reviewed_at": "2026-08-27", "registry_source_id": "W3C-ACT-RULES", "mapping_rationale": "An ACT result can support only the part of this procedure covered by that rule. It does not replace the remaining manual or assistive-technology checks." }, "technique_traceability": [ { "wcag_criterion": "1.4.4", "understanding_url": "https://www.w3.org/WAI/WCAG22/Understanding/resize-text.html", "techniques_registry_source_id": "W3C-WCAG22-TECHNIQUES", "technique_ids_applied": [], "failure_ids_applied": [], "selection_status": "Select relevant techniques during the test", "selection_note": "Techniques are examples, not extra requirements. Record any technique or common failure used, but decide the result against the success criterion." }, { "wcag_criterion": "1.4.10", "understanding_url": "https://www.w3.org/WAI/WCAG22/Understanding/reflow.html", "techniques_registry_source_id": "W3C-WCAG22-TECHNIQUES", "technique_ids_applied": [], "failure_ids_applied": [], "selection_status": "Select relevant techniques during the test", "selection_note": "Techniques are examples, not extra requirements. Record any technique or common failure used, but decide the result against the success criterion." } ], "platform_ids": [ "document-office" ], "review_requirement": "A qualified accessibility reviewer must confirm the scope, evidence and result before it is reported as final.", "known_issues": [ "Check relevant browser, tool or assistive-technology release notes before assigning unexpected behaviour to the product.", "If responsibility is unclear, record the reproducible behaviour and use cannot tell until it is resolved." ], "change_log": [ { "version": "2026.08.27-rc.9", "change": "Reworked for plain language, case-focused steps, scoped evidence and transparent draft review status." }, { "version": "2026.08.27-rc.9", "change": "Case-specific specialist content, evidence and platform boundaries completed for hash-bound agent verification." }, { "version": "2026.08.27-rc.9", "change": "Removed administrative filler steps, added contextual risk and result boundaries, and prepared the concise worksheet flow for internal consistency review." } ], "tags": [ "document", "document_accessibility", "office" ], "status": "draft", "authoring_readiness": "content_complete", "short_title": "Document mobile and magnification review", "catalogue_version": "2026.08.27-rc.9", "identity": { "stable_case_id": "A11Y-DOC-016", "procedure_title": "Document mobile and magnification review", "short_user_centred_title": "Document mobile and magnification review", "procedure_version": "2026.08.27-rc.9", "catalogue_version": "2026.08.27-rc.9", "status": "draft", "category": "document_accessibility", "procedure_type": "composite", "execution_class": "manual_with_automation_support", "intended_tester_expertise": "Document accessibility specialist", "effort_model": { "model": "component_effort_v2", "small_scope_minutes": { "minimum": 67, "maximum": 97 }, "warning": "Add a new per-target execution and evidence allowance for each additional target class or state that could produce a different result. Add setup time for each distinct environment.", "calculation_guidance": "Add the recorded setup, per-target execution, evidence and technical-review components; then apply the stated variation rule.", "unit": "minutes", "setup": { "typical": 15, "includes": "Confirm scope and target, prepare safe data, establish the required state and record the tool or environment version." }, "per_target_execution": { "typical": 25, "includes": "Perform the procedure once for one target in its selected states; this excludes remediation and retesting." }, "evidence_capture": { "typical": 12, "includes": "Capture, name and cross-reference the minimum reproducible evidence while removing unnecessary personal or secret data." }, "technical_review": { "typical": 15, "includes": "Check applicability, observations, outcome logic, evidence sufficiency and report wording before issue publication." }, "typical_total_range": { "minimum": 67, "maximum": 97 }, "assumptions": "one document of up to ten pages with representative structures; long or structurally varied documents require sampling plus full automated scans", "variation": "Add a new per-target execution and evidence allowance for each additional target class or state that could produce a different result. Add setup time for each distinct environment.", "excludes": "Client coordination, inaccessible-environment recovery, recruitment, legal review, remediation implementation and waiting time unless the procedure states otherwise." }, "related_procedures": [ "A11Y-WCAG-015", "A11Y-WCAG-017" ], "replaces": [], "replaced_by": [] }, "purpose_and_user_impact": { "barrier_detected": "Checks document mobile and magnification review on the final deliverable, not only the authoring source.", "people_likely_affected": [ "People who use screen readers, braille, keyboard access, magnification, reflow or adapted document presentations." ], "functionality_or_information_at_risk": "Document structure, content or controls may be unavailable or presented in a misleading order.", "result_scope": "document_interoperability", "claim_boundary": "This procedure records how Document mobile and magnification review behaves on document-office. It can expose evidence relevant to WCAG 1.4.4 and 1.4.10 for the tested task and environment. Use the linked conformance procedures for WCAG 1.4.4 and 1.4.10 to assess the complete requirements across the declared conformance scope.", "why_it_matters": "Document structure, content or controls may be unavailable or presented in a misleading order. The procedure is necessary because checks document mobile and magnification review on the final deliverable, not only the authoring source and the result can otherwise conceal a material barrier for the affected people named here." }, "requirement_mappings": [ { "source_id": "W3C-WCAG22", "requirement_id": "1.4.4", "requirement_level": "AA", "requirement_type": "secondary", "coverage_type": "partial", "canonical_source": "https://www.w3.org/TR/WCAG22/", "source_status": "W3C Recommendation", "source_version_or_publication_date": "WCAG 2.2; 12 December 2024 Recommendation", "date_verified": "2026-08-27", "reviewer_notes": "The mapping describes the intended scope of this draft procedure. Independent standards review remains required.", "limitations": "This Document review observes Document mobile and magnification review in the recorded document-office environment. Use the linked WCAG 1.4.4 conformance procedure to evaluate all normative parts of WCAG 1.4.4 across the declared scope.", "dependent_fields": [ "applicability_model", "normative_exceptions", "steps", "decision_logic" ] }, { "source_id": "W3C-WCAG22", "requirement_id": "1.4.10", "requirement_level": "AA", "requirement_type": "secondary", "coverage_type": "partial", "canonical_source": "https://www.w3.org/TR/WCAG22/", "source_status": "W3C Recommendation", "source_version_or_publication_date": "WCAG 2.2; 12 December 2024 Recommendation", "date_verified": "2026-08-27", "reviewer_notes": "The mapping describes the intended scope of this draft procedure. Independent standards review remains required.", "limitations": "This Document review observes Document mobile and magnification review in the recorded document-office environment. Use the linked WCAG 1.4.10 conformance procedure to evaluate all normative parts of WCAG 1.4.10 across the declared scope.", "dependent_fields": [ "applicability_model", "normative_exceptions", "steps", "decision_logic" ] }, { "source_id": "W3C-WCAG2ICT", "requirement_id": "W3C-WCAG2ICT", "requirement_level": "informative", "requirement_type": "advisory", "coverage_type": "supporting", "canonical_source": "https://www.w3.org/TR/wcag2ict-22/", "source_status": "living_guidance", "source_version_or_publication_date": "Current first-party publication; exact version pending source review", "date_verified": "2026-08-27", "reviewer_notes": "Supporting source. Procedure-level content review remains recorded separately.", "limitations": "This source does not override WCAG or create an additional WCAG conformance requirement.", "dependent_fields": [ "prerequisites", "environment", "steps" ] }, { "source_id": "MICROSOFT-WORD-A11Y", "requirement_id": "MICROSOFT-WORD-A11Y", "requirement_level": "informative", "requirement_type": "advisory", "coverage_type": "supporting", "canonical_source": "https://support.microsoft.com/en-us/accessibility/word/make-your-word-documents-accessible-to-people-with-disabilities", "source_status": "vendor_guidance", "source_version_or_publication_date": "Current first-party publication; exact version pending source review", "date_verified": "2026-08-27", "reviewer_notes": "Supporting source. Procedure-level content review remains recorded separately.", "limitations": "This source does not override WCAG or create an additional WCAG conformance requirement.", "dependent_fields": [ "prerequisites", "environment", "steps" ] }, { "source_id": "W3C-WCAG22-TECHNIQUES", "requirement_id": "W3C-WCAG22-TECHNIQUES", "requirement_level": "informative", "requirement_type": "advisory", "coverage_type": "supporting", "canonical_source": "https://www.w3.org/WAI/WCAG22/Techniques/", "source_status": "living_guidance", "source_version_or_publication_date": "Techniques for WCAG 2.2", "date_verified": "2026-08-27", "reviewer_notes": "Supporting source. Procedure-level content review remains recorded separately.", "limitations": "This source does not override WCAG or create an additional WCAG conformance requirement.", "dependent_fields": [ "prerequisites", "environment", "steps" ] }, { "source_id": "MICROSOFT-OFFICE-CHECKER", "requirement_id": "MICROSOFT-OFFICE-CHECKER", "requirement_level": "informative", "requirement_type": "platform", "coverage_type": "supporting", "canonical_source": "https://support.microsoft.com/en-us/accessibility/office-accessibility/improve-accessibility-with-the-accessibility-checker", "source_status": "vendor_guidance", "source_version_or_publication_date": "Current Microsoft 365 accessibility guidance; checked 4 August 2026", "date_verified": "2026-08-27", "reviewer_notes": "Current first-party product guidance checked for commands, settings and platform terminology.", "limitations": "Vendor documentation defines product operation only. It does not override WCAG or prove product accessibility.", "dependent_fields": [ "environment", "steps", "evidence_specification" ] } ], "applicability_model": { "test_subject": "The immutable document file identified by checksum, format and authoring/export version.", "test_targets": [ "Each page, object, structure and operation relevant to Document mobile and magnification review in the final file." ], "objective_questions": [ "Does the frozen scope contain a target relevant to Document mobile and magnification review?", "Are the required real environments, versions and settings identified separately from diagnostic simulations?", "Which default, revealed, error, interruption, recovery and confirmation states can change the result?", "Does a scope exclusion need to be reported separately from target applicability?" ], "subjective_judgements": [ "Record any judgement about meaning, equivalence, task success, platform responsibility or exception use with evidence for independent review." ], "inapplicability_conditions": [ "The immutable file contains no object, structure or operation relevant to Document mobile and magnification review." ], "scope_exclusions": [ "An agreed exclusion is a reporting limitation, not an inapplicable target and not a pass." ], "required_states_and_variations": [ "Default, revealed, loading, empty, validation error, interruption, recovery and confirmation where meaningful.", "Every required environment, viewport, orientation, language and authenticated state recorded in the frozen scope." ], "complete_process_dependencies": "Run each selected critical process from its defined start through success, at least one representative error, interruption and recovery, and confirmation where the focus can affect task completion.", "conforming_alternate_version_considerations": "A conforming alternate version can affect a WCAG report only when all WCAG conformance conditions are verified separately. It does not erase a platform or usability observation." }, "normative_exceptions": [], "normative_exceptions_absent_reason": "This platform, journey, usability or quality procedure creates no additional normative exception. Apply exceptions only in the linked atomic or criterion-level conformance procedure and preserve that separate decision.", "environment": { "required_tester_expertise": "Document accessibility specialist", "required_platforms": [ "document-office" ], "minimum_environment_fields": [ "operating_system", "operating_system_version", "document_application", "document_application_version", "document_format", "document_identifier_or_checksum", "authoring_or_export_tool", "authoring_or_export_tool_version", "accessibility_checker", "accessibility_checker_version", "assistive_technology", "assistive_technology_version", "input_method" ], "product_and_content_version_required": true, "viewport_and_orientation_required": true, "input_mode_required": true, "relevant_settings": [ "Document application and version", "Authoring/export/remediation tool", "Accessibility checker", "Reading/reflow preference", "Assistive technology" ], "known_platform_limitations": [ "A document checker supplies diagnostics only. Manual structure, reading-order and functional evidence remain necessary where applicable.", "Check relevant browser, tool or assistive-technology release notes before assigning unexpected behaviour to the product.", "If responsibility is unclear, record the reproducible behaviour and use cannot tell until it is resolved." ], "clean_state_requirements": [ "Complete a known-good calibration in the same environment before product testing.", "Start from a recorded clean or known state and preserve any prior preferences, extensions, cache or profile settings that can affect output." ], "test_data_and_privacy_constraints": [ "Use authorised synthetic or controlled data.", "Do not record credentials, secrets or unnecessary personal data." ], "coverage_boundary": "A document checker supplies diagnostics only. Manual structure, reading-order and functional evidence remain necessary where applicable." }, "decision_logic": { "target_passed": "The document remains readable and usable in supported mobile viewers, with fixed-layout limitations disclosed.", "target_failed": "An applicable Document mobile and magnification review target has a reproducible material barrier against one or more stated expectations; identify the exact expectation, state and evidence.", "target_inapplicable": "The immutable file contains no object, structure or operation relevant to Document mobile and magnification review.", "target_cant_tell": "The target is applicable, but conflicting evidence or unresolved responsibility prevents a defensible expectation decision after recorded comparison.", "target_untested": "An applicable target, required state, complete process or named real environment was not executed.", "aggregation": "Preserve every target/environment outcome. Any failed target prevents an overall passed procedure result. cantTell and untested remain unresolved; inapplicable is valid only when the completed inventory contains no applicable target.", "wcag_requirement_decision": "This specialist, platform, document, usability or quality result does not set a WCAG success criterion to satisfied or not_satisfied automatically. Use linked atomic and criterion-level procedures for that separate decision.", "conforming_alternate_version_effect": "Record alternate-version evidence separately. It does not erase a barrier in this tested version or environment.", "passed_automation_follow_up": "A checker, accessibility-tree inspection, emulator or simulated assistive technology is diagnostic evidence only. Complete every required manual, real-platform, contextual and exception check.", "platform_responsibility": "Compare the product with a known-good control and an authorised alternate environment. Record product defect, external limitation or unresolved responsibility only when evidence supports it; otherwise use cantTell.", "claim_readiness": "Schema validation or a passed target never creates a conformance or release claim. Required executions, a distinct competent review, limitations and any applicable legal, participant or organisational authority remain separate gates." }, "evidence_specification": [ { "evidence_id": "EV1", "method": "file_integrity", "record": "Filename, SHA-256 checksum, document version and authoring/export/remediation tools.", "review_purpose": "Allow an independent reviewer to reproduce the target, environment, action, actual behaviour and decision.", "privacy_and_security": "Reference or redact sensitive material. Do not store credentials, secrets, unnecessary personal data or unconsented participant data.", "required_for_formal_result": true }, { "evidence_id": "EV2", "method": "tool_report", "record": "Checker name/version, exported report and disposition of every error, warning and manual check.", "review_purpose": "Allow an independent reviewer to reproduce the target, environment, action, actual behaviour and decision.", "privacy_and_security": "Reference or redact sensitive material. Do not store credentials, secrets, unnecessary personal data or unconsented participant data.", "required_for_formal_result": true }, { "evidence_id": "EV3", "method": "document_structure", "record": "Page/object/cell/slide location and tag tree, reading order, metadata or relationship evidence.", "review_purpose": "Allow an independent reviewer to reproduce the target, environment, action, actual behaviour and decision.", "privacy_and_security": "Reference or redact sensitive material. Do not store credentials, secrets, unnecessary personal data or unconsented participant data.", "required_for_formal_result": true }, { "evidence_id": "EV4", "method": "functional_record", "record": "Keyboard, reflow and exact assistive-technology output for each applicable complete process.", "review_purpose": "Allow an independent reviewer to reproduce the target, environment, action, actual behaviour and decision.", "privacy_and_security": "Reference or redact sensitive material. Do not store credentials, secrets, unnecessary personal data or unconsented participant data.", "required_for_formal_result": true } ], "calibration_examples": [ { "example_id": "A11Y-DOC-016-EX-PASS", "outcome": "passed", "scenario": "In document-office, the selected Document mobile and magnification review target completes the recorded action and meets this expectation: The document remains readable and usable in supported mobile viewers, with fixed-layout limitations disclosed.", "explanation": "The example is a calibration scenario, not an execution or approval.", "fixture_id": "", "fixture_version": "", "machine_testable": false }, { "example_id": "A11Y-DOC-016-EX-FAIL", "outcome": "failed", "scenario": "An applicable Document mobile and magnification review target produces a reproducible barrier during the named action, with the exact state and affected user task recorded.", "explanation": "A failed target remains failed even if another environment or target passes.", "fixture_id": "", "fixture_version": "", "machine_testable": false }, { "example_id": "A11Y-DOC-016-EX-INAPPLICABLE", "outcome": "inapplicable", "scenario": "The immutable file contains no object, structure or operation relevant to Document mobile and magnification review.", "explanation": "Inapplicable requires a completed inventory showing that no target matches applicability; a missing environment is not inapplicable.", "fixture_id": "", "fixture_version": "", "machine_testable": false }, { "example_id": "A11Y-DOC-016-EX-CANTTELL", "outcome": "cantTell", "scenario": "The Document mobile and magnification review target is applicable, but conflicting product/platform evidence or missing authoritative information prevents a defensible responsibility or expectation decision.", "explanation": "Record the conflict, comparisons attempted and person or evidence needed to resolve it.", "fixture_id": "", "fixture_version": "", "machine_testable": false }, { "example_id": "A11Y-DOC-016-EX-UNTESTED", "outcome": "untested", "scenario": "The Document mobile and magnification review target is applicable, but a required state, complete process or real environment was not executed.", "explanation": "Untested remains incomplete and cannot be converted to passed or inapplicable.", "fixture_id": "", "fixture_version": "", "machine_testable": false } ], "review_record": { "author": "", "method_reviewer": "", "independent_standards_reviewer": "", "accessibility_ui_reviewer": "", "author_date": "", "method_review_date": "", "standards_review_date": "", "ui_review_date": "", "source_versions_reviewed": [], "exceptions_reviewed": false, "known_limitations": [ "A document checker supplies diagnostics only. Manual structure, reading-order and functional evidence remain necessary where applicable.", "Real execution evidence and any customer-required legal, participant or organisational authority remain separate." ], "open_issues": [ "Execute all required real environments and calibration cases.", "Complete a distinct competent review and retain any unresolved material finding as blocked or cantTell." ], "decision": "pending", "next_review_date": "", "status_transition_reason": "", "release_gate_id": "", "release_gate_completed_at": "", "approval_authority": "", "approval_date": "" }, "privacy_and_security": { "browser_storage": "Worksheet data is stored only in this browser's local storage until the user exports or clears it.", "network_transmission": "The static library does not upload worksheet data.", "data_minimisation": "Record only evidence necessary to reproduce and review the decision.", "redaction": "Remove credentials, secrets and unnecessary personal or participant data before export or sharing.", "retention_and_deletion": "Apply the engagement retention schedule and clear local browser data when it is no longer required." }, "version_history": [ { "version": "2026.08.27-rc.9", "change": "Reworked for plain language, case-focused steps, scoped evidence and transparent draft review status." }, { "version": "2026.08.27-rc.9", "change": "Migrated to professional catalogue schema v3 with separated outcomes, structured authority, applicability, evidence, decision and review records." }, { "version": "2026.08.27-rc.9", "change": "Specialist procedure mapped to its task family and current first-party platform guidance and checked for internal consistency; competent review and real execution remain separate." }, { "version": "2026.08.27-rc.9", "change": "Added explicit preparation and variation/recovery steps plus a bounded representative worked example for paid-template use." }, { "version": "2026.08.27-rc.9", "change": "Procedure guidance and presentation simplified without changing draft governance status." } ], "migration": { "from_schema": "accessibility-test-catalog.v2", "from_procedure_version": "2026.08.04.1", "migrated_at": "2026-08-27", "content_review_state": "commercial_completeness_upgrade_agent_verified", "stable_identifier_preserved": true, "legacy_url_preserved": true, "delivery_model": "professional_delivery_v2", "agent_content_validation": { "status": "complete", "method": "case_specific_semantic_and_operational_checks_v1", "checked_fields": [ "target", "state", "tool", "action", "expected_observation", "failure_observation", "evidence", "outcome_rules", "claim_boundary", "compact_examples" ], "human_approval_effect": "none" } }, "test_type": "document_interoperability", "related_procedures": [ "A11Y-WCAG-015", "A11Y-WCAG-017" ], "platform_validation": { "required": true, "evidence_status": "not_executed", "real_device_or_at_claimed": false, "required_environment_ids": [ "document-office" ], "calibration_required": true, "evidence_refs": [], "limitations": "A document checker supplies diagnostics only. Manual structure, reading-order and functional evidence remain necessary where applicable." }, "effort_guidance": { "unit": "minutes", "setup": { "typical": 15, "includes": "Confirm scope and target, prepare safe data, establish the required state and record the tool or environment version." }, "per_target_execution": { "typical": 25, "includes": "Perform the procedure once for one target in its selected states; this excludes remediation and retesting." }, "evidence_capture": { "typical": 12, "includes": "Capture, name and cross-reference the minimum reproducible evidence while removing unnecessary personal or secret data." }, "technical_review": { "typical": 15, "includes": "Check applicability, observations, outcome logic, evidence sufficiency and report wording before issue publication." }, "typical_total_range": { "minimum": 67, "maximum": 97 }, "assumptions": "one document of up to ten pages with representative structures; long or structurally varied documents require sampling plus full automated scans", "variation": "Add a new per-target execution and evidence allowance for each additional target class or state that could produce a different result. Add setup time for each distinct environment.", "excludes": "Client coordination, inaccessible-environment recovery, recruitment, legal review, remediation implementation and waiting time unless the procedure states otherwise." }, "worked_examples": [ { "example_id": "A11Y-DOC-016-WORKED-001", "example_kind": "representative_synthetic_example", "context": "Representative synthetic example for Document mobile and magnification review on a fictional, version-frozen product target; no client or participant execution occurred.", "inspected": "The tester follows S2 (Open the deliverable on physical iOS and Android devices and with desktop magnification) using the target, required state, tool and repeat rule stated in this procedure.", "observed_output": "After the tester completes the Document mobile and magnification review scenario named Open the deliverable on physical iOS and Android devices and with desktop magnification, the recorded observation for the target is inconsistent with the required result: The document remains readable and usable in supported mobile viewers, with fixed-layout limitations disclosed.", "evidence_captured": [ "example-evidence-001: target and state record for Each page, object, structure and operation relevant to Document mobile and magnification review in the final file.", "example-evidence-002: contemporaneous observation from the named method — Page/object/cell/slide location and tag tree, reading order, metadata or relationship evidence. Save checker output, structural evidence, screen-reader notes and page/slide/sheet/cell locations for each result.", "example-evidence-003: comparison note linking the actual observation to the expected result and claim boundary" ], "tester_reasoning": "The recorded observation does not demonstrate the expected result: The document remains readable and usable in supported mobile viewers, with fixed-layout limitations disclosed. The failed decision is limited to this synthetic target and state; unexecuted coverage is not inferred.", "decision": "failed", "completed_finding": { "finding_id": "A11Y-DOC-016-example-finding-001", "title": "Document mobile and magnification review: expected result is not demonstrated", "severity": "medium", "user_impact": "The represented barrier may affect People who use screen readers, braille, keyboard access, magnification, reflow or adapted document presentations.", "evidence_refs": [ "example-evidence-001", "example-evidence-002", "example-evidence-003" ] }, "remediation_advice": "Change the represented target or process so it demonstrates this result: The document remains readable and usable in supported mobile viewers, with fixed-layout limitations disclosed. Then rerun the affected step and every dependent variation.", "reviewer_feedback": "The reviewer confirms applicability, environment, actual-versus-expected comparison, evidence references and bounded wording; unsupported product-wide or conformance language is removed.", "final_client_report_wording": "Synthetic training finding: the sampled Document mobile and magnification review target does not meet the procedure expectation in the recorded state. User impact and broader scope require evidence from the buyer's real execution.", "retest_outcome": "Synthetic retest example: after the represented change, repeat the failed step plus material error and recovery states. Close the finding only when new evidence demonstrates the expected result; otherwise retain the non-pass outcome.", "claim_boundary": "This is a representative, synthetic worked example for training and calibration. It is not evidence from a client product, participant or real assistive-technology execution." } ] }