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 50 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

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.

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.

Edit Level Name

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

Change Sequence of Levels

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.

Delete Approval Levels

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.

• 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 runs pending on that approval level will no longer be pending and will be considered approved on the previous approval 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.

1. Open the RQ Reviewer/TC Approver/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.

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.

Add Requirement Reviewers

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.

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.

The reviewers get added for the level.

Add Test Case Approvers

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.

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.

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

Add Test Run Approvers

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.

1. Open the 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 run approvers for the level.

3. Click on the Add button.

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

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.

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