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.
Notes:
Note: Users should have Customization "Modify" rights to be able to add/remove Levels.
When a new level is added above an existing level, the assets move to the new level with pending status.
Users can add a maximum up to 5 levels as per the configuration done in Customization > General Settings & Audit > General Settings.
To edit the level name, click on the Level and change the name as required.
You can change the sequence/hierarchy of the levels through the drag and drop operation.
When the sequence of levels is changed, the approval status persists and entities stay to the last level of Approval. For example, QA Lead, QA Manager, Project Manager are the available levels and the entity is Approved at QA Manager. Now, the levels are resequenced as QA Lead, Project Manager, QA Manager. The entity will stay as Pending at Project Manager (which is actually Level 2), so now the user will Approve it at Project Manager and final approval will be at QA Manager.
You can only delete the top-level of the hierarchy. In the presence of top-level, the lower levels can not be deleted. You can change the sequence of levels and can then delete the level.
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.
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.
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.
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.
Adding Reviewers to Levels
Follow the steps mentioned below to add reviewers under levels.
The reviewers get added for the level.
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 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.
Adding Approvers to Levels
Follow the steps mentioned below to add approvers under levels.
The users are added as TC Approvers. To add more approvers, follow the same steps.
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 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.
Adding Approvers to Levels
Follow the steps mentioned below to add approvers under levels.
The users are added as TR Approvers. To add more approvers, follow the same steps.
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.
The users are added as TR Closers. To add more closers, follow the same steps.