Change Test Plan Setup/Assignment

Workflows can be enabled to generate an approval requirement to complete any changes made to a test plan setup/assignment including insertions and deletions.

Note

Different workflows are used for modifying, inserting, and deleting test plan setup/assignment but each is described in this section.

The Test Plan Setup or Test Plan Assignment page is used depending on the setting in the Test Plan Association field in the Quality Assurance Setup page (see Quality Assurance Setup, General FastTab).

Test Plan Setup/Assignment Modify Approval

If you do not need an approval for a change to every editable field in the test plan setup/assignment line, you can set conditions in the workflows to specify which field changes to track. If you do not specify these fields, then approvals will be sent whenever a change is made. Step 2 provides information about adding conditions to the workflow.

The general process for approving a modification to a test plan setup/assignment line with an approval workflow is:

  1. Create the Test Plan Setup/Assignment Modify Approval Workflow workflow from the template.
  2. Choose specific information to require approval requests.
    1. On the first line of the workflow, choose (View filter details) in the On Condition field.
    2. In the Event Conditions page, enter the information to be tracked.
    3. Choose the OK button.
  3. Assign the approval user or group of users.
  4. Set the additional authentication if required.
  5. Enable the workflow.
  6. Open the Test Plan Setup/Assignment page from an item or directly using the Tell Me feature.
  7. Make a change to a test plan setup/assignment line and then leave the line.
    A message opens stating that an approval request has been sent.
    Note

    If a message opens about changing records, choose the Yes button to continue with the approval process. If you choose the No button, the approval process does not start and the change is undone.

  8. If notifications are set up, the approval user(s) receives notification of the approval request.
  9. The approval user opens the Test Plan Setup/Assignment page or the Requests to Approve page (using Tell Me) and approves the request, with or without password depending on authentication requirements.

Changes to the test plan setup/assignment line are instantaneous after approval.

Test Plan Setup/Assignment Insert Approval

The general process for approving the insertion of a test plan setup/assignment line with an approval workflow is:

  1. Create the Test Plan Setup/Assignment Insert Approval Workflow workflow from the template.
  2. Assign the approval user or group of users.
  3. Set the additional authentication if required.
  4. Enable the workflow.
  5. Open the Test Plan Setup/Assignment page from an item or directly using the Tell Me feature.
  6. Insert a test plan setup/assignment line and then leave the line.
    A message opens stating that an approval request has been sent.
  7. If notifications are set up, the approval user(s) receives notification of the approval request.
  8. The approval user opens the Test Plan Setup/Assignment page or the Requests to Approve page (using Tell Me) and approves the request, with or without password depending on authentication requirements.

Test Plan Setup/Assignment Delete Approval

The general process for approving the deletion of a test plan setup/assignment line with an approval workflow is:

  1. Create the Test Plan Setup/Assignment Delete Approval Workflow workflow from the template.
  2. Assign the approval user or group of users.
  3. Set the additional authentication if required.
  4. Enable the workflow.
  5. Open the Test Plan Setup/Assignment page from an item or directly using the Tell Me feature.
  6. Select the test plan setup/assignment line to delete and then on the Request Approval menu, choose the Delete Line action.
    A message opens stating that an approval request has been sent.
  7. If notifications are set up, the approval user(s) receives notification of the approval request.
  8. The approval user opens the Test Plan Setup/Assignment page or the Requests to Approve page (using Tell Me) and approves the request, with or without password depending on authentication requirements.
Note

There are no entries in the Approval Entries Log page for deleted test plan setup/assignment lines.

Cancel approval requests

A user can cancel an approval request by choosing the Cancel Approval Request action on the Request Approval menu.

Manage approval requests

A designated user can approve, reject, or delegate an approval request by choosing the action from the Approve menu. They can also add any necessary comments for the response to the request.

Designated users can also choose the Lightbulb that opens the Tell Me feature icon, enter Requests to Approve, and then choose the related link. In the Requests to Approve page, they will see their pending approval requests and can manage each request individually. They can choose Home > Open Record to view the test plan setup/assignment line requesting the change and could then complete the approval directly in the Test Plan Setup/Assignment page.

View approval entries

The Approval Entries FactBox shows the status of an approval request as well as the number of unfinished approvals, the date and time the approval request was sent, and the details of the approval request.

To see complete information about the approvals, choose the Approval Entries action on the Request Approval menu.

The entries in the Approval Entries FactBox and the Approval Entries Log page are based on the selected test plan setup/assignment line.

Example – Modify a test plan assignment line using an approval workflow

Note

The Test Plan Assignment page is used in this video. Approvals are processed the same way in the Test Plan Setup page.

In the following video, a workflow has been created from the Quality Assurance Test Plan Assignment Modify Approval Workflow workflow template. All changes are tracked so no conditions are assigned. A workflow user group for quality assurance has been assigned, and the workflow requires additional authentication from any of the users to complete the change.

The Test Plan Assignment page is opened for an item that needs to be changed from one source (customer) to another. In the line, the Source No. is changed to a different customer. After leaving the field, a message opens stating that the approval request has been sent.

The Approval Entries FactBox for the changed line shows that an approval request is waiting. Additionally, the Open Approval Entries checkbox is selected on the changed line. The approval user opens the Requests to Approve page and then opens the Test Plan Assignment page directly to view the change. The approval user then approves the request by choosing the Approve action on the Approve menu and enters their password because the additional authentication was enabled for the workflow.

The approval entries show that the request has been approved, the test plan assignment line shows the change and the Open Approval Entries checkbox is cleared.

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