Users can add approvers to the project. Users having Admin rights of the project can add/remove reviewers/approvers/closers for requirements, test cases and test runs. There are four tabs provided on the screen for requirement review, test case approval, test run approval and test run closure.

• RQ Review: This is Requirement Review tab. The required levels for review of requirements and users under each levels are added in this tab. Requirements are mostly reviewed by Business Analyst and Product Owner in the organization.
• TC Approver: This is Test Case Approver tab. The required levels of approval of test cases and users under each levels are added in this tab. Test cases are generally approved by Senior QA or QA Leads. 
• TR Approver: This is Test Run Approver tab. Once the test cases are approved, they are linked to test suites for execution. These test runs are then approved for execution. The required levels of  approval of test executions and users under each levels are added in this tab. Test runs are generally approved by QA Lead/QA Manager before execution.
• TR Closer: This is Test Run Closer tab. Once the test runs are approved, they are executed. These executed test runs need to be closed to prevent any further changes. The required levels of closure and users under each levels are added in this tab. Test runs are generally approved by QA Manager.

Notes:

• Maximum 5 approval levels can be added to the approval workflow.
• Maximum 30 users can be added as approvers in one level.
• Admin users are not approvers by default and they need to be added as approvers.
  

Adding a New Level

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1. Click on the Add Level button. A pop-up opens.
2. Enter the Level Name and click on the Add Level button on the pop-up.

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Edit Level Name

To edit the level name, click on the Level and change the name as required.

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Change Sequence of Levels

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When the sequence of levels is changed, the approval status persists and entities stay to the last level of Approval. For example, AlphaQA Lead, BetaQA Manager, Gamma Project Manager are the available levels and the entity is Approved at BetaQA Manager. Now, the levels are resequenced as Alpha, Gamma, Betaas QA Lead, Project Manager, QA Manager. The entity will stay as Pending at Gamma Project Manager (which is actually Level 2), so now the user will Approve it at Gamma Project Manager and final approval will be at Betaat QA Manager.

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Delete Approval Levels

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• Once an approval level is added, it is not possible to delete the last approval level if the remaining approval levels have been deleted.
• Once an approval level is deleted, any requirements/test cases/test suites runs pending on that approval level will no longer be pending and will be considered approved on the previous approval level.

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Adding Reviewers/Approvers/Closers to Levels

There can be multiple approvers/reviewers/closers at each level. But to mark an entity as approved, approval from any one of the approvers is required. The entity is then moved to the next level of approval/closure or is considered as approved/closed if it is the last level.

Follow the steps mentioned below to add reviewers/approvers/closers under levels.

1. Open the RQ Reviewer/TC Approver/TS TR Approver/TR Closer tab.
2. Open the Select drop-down menu and select the users whom you want to assign as reviewers/approvers/closers for the level.
3. Click on the Add button.

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Delete Reviewer/Approver/Closer under Levels

Follow the steps mentioned below to delete reviewers/approvers/closers from levels. You can not delete all the reviewers/approvers/closers from the level. At least one reviewer/approver/closer should exist under levels.

1. Expand the level to view users under it.
2. Click on the delete icon adjacent to the reviewer/approver/closer that you want to delete from the level.

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Add Requirement Reviewers

Expand eSignature on the tree and click on the Approval Access option.

The screen opens with three the tabs on it: RQ Reviewer, TC Approver, TR Approver and TS ApproverTR Closer.

Requirement reviewers should be added as per their authorization levels. Level 1 is provided as a default level. You can add more levels as per requirement. You can also change the names of levels.

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Adding Reviewers to Levels

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1. Open the RQ Reviewer tab.
2. Open the Select drop-down menu and select the users whom you want to assign as requirement reviewers for the level.
3. Click on the Add button.

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The reviewers get added for the level.

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Add Test Case Approvers

Expand eSignature on the tree and click on the Approval Access option.

The screen opens with two the tabs on it: RQ Reviewer, TC Approver and TS Approver, TR Approver and TR Closer.

Test Case Approvers should be added as per their authorization levels. Level 1 is provided as a default level. You can add more levels as per requirement. You can also change the names of levels.

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1. Open the TC Approver tab.
2. Open the Select drop-down menu and select the users whom you want to assign as test case approvers for the level.
3. Click on the Add button.

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The users are added as TC Approvers. To add more approvers, follow the same steps.

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Add Test

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Run Approvers

Expand eSignature on the tree and click on the Approval Access option.

The screen opens with two the tabs on it: RQ Reviewer, TC Approver and TS Approver, TR Approver and TR Closer.

Test Suite Run Approvers should be added as per their authorization levels. Level 1 is provided as a default level. You can add more levels as per requirement. You can also change the names of levels.

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Follow the steps mentioned below to add approvers under levels.

1. Open the TS TR Approver tab.
2. Open the Select drop-down menu which displays users with the “Execution” rights in the project. Select the users whom you want to assign as test suite run approvers for the level.
3. Click on the Add button.

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The users are added as TS TR Approvers. To add more approvers, follow the same steps.Image Removed

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Add Test Run Closer

Expand eSignature on the tree and click on the Approval Access option.

The screen opens with the tabs on it: RQ Reviewer, TC Approver, TR Approver and TR Closer.

Test Run Closers should be added as per their authorization levels. Level 1 is provided as a default level. It contains users copied from the final approval workflow level. You can add more levels as per requirement. You can also change the names of levels.

Adding closers to Levels

Follow the steps mentioned below to add closers under levels.

1. Open the TR Closer tab.
2. Open the Select drop-down menu which displays users with the “Execution” rights in the project. Select the users whom you want to assign as test run approvers for the level.
3. Click on the Add button.

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The users are added as TR Closers. To add more closers, follow the same steps.

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