Configure Reviewal & Approval Workflow
The Review and Approve functionality in SimplifyQA allow users to streamline their validation processes by enabling structured reviews and approvals at various project levels. This feature ensures that project artifacts undergo proper scrutiny before they are finalized or executed.
Configure Review/Approve Settings
To configure which modules require the review and approval process, the user must have Admin access, as these settings can only be managed by an administrator.
In Project Settings, go to Review/Approve Settings.
Select the modules you want to enable this feature for:
Requirement Management: Epic, Feature, User Stories
Test Management: Test Cases, Functions
Test Execution: Suites, Execution Plans, Execution Results/Reports
(Optional) To restrict users from executing tests without approval, enable the Restrict Execution option under Test Execution.
For each selected module, define the review and approval process by choosing from the following options:
Review Options:
Review by All: This option means that all selected users must complete their review and provide approval.
Review by Any One: A single reviewer can approve for changes to proceed.
Require Authentication: Reviewers must authenticate their credentials to finalize a review.
Require Signature: Reviewers need to provide a digital signature to complete a review.
Approval Options:
Approval by All: All selected approvers must approve before the item is accepted.
Approval by Any One: Approval by one approver is sufficient.
Require Authentication: Approvers must authenticate credentials.
Require Signature: Approvers must provide a digital signature.
Save the process.
Assign Review and Approve Privileges
The ability to review and approve is controlled through privileges. To make a user a reviewer or approver, the required privileges must be enabled under Admin settings by a user with administrative access
In the Admin, Navigate to the Project Settings of the desired project.
Click on Roles and Privileges.
Either create a new role or edit an existing role.
Enable the Review and Approve privileges from either Requirement Management, Test Management, or Test Execution
And Click Save to save the changes.
Once the role is configured, it can be assigned to the user, granting them the privilege to review and approve items within Requirement Management, Test Management, and Test Execution modules
Once the review and approval settings have been configured, project teams can begin utilizing this functionality to manage validations efficiently across modules.
Learn how to use the Review and Approve feature in practice: Using Review and Approve in SimplifyQA
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