Change Status of Test Order

The Test Order Status Change Approval Workflow workflow controls the approval requests when the status changes for test orders either in the Test Order Card or in the lines of the Test Incident Card.

When the Release actions is run, the status changes to Value Recording automatically. Once all test orders are finished, the status changes to Testing Finished automatically. If, for example, you only want to request approval when the test orders are released, then set the Status filter to Created|Testing Finished|Finished|Cancelled on the condition in the workflow. If you want request approvals for any type of status change, then you do not need to enter conditions (step 2 below).

Note

Either this workflow or the Test Incident Status Change Approval Workflow should be enabled, but not both. For more information, see Avoid conflicts in Test Incident and Test Order status changes.

When the test incident workflow is enabled, status changes for all test orders (summarized) are handled in the Test Incident Card (see Change Status of Test Incident).

Test Order Status Change Approval on Test Order

The general process for approving a test order status change with an approval workflow is:

  1. Create the Test Order Status Change Approval Workflow workflow from the template.
  2. Choose the status change to exclude from the 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, select the status(es) in the Status field. A change to these statuses will not prompt approval requests.
    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 a test order.
  7. On the Home menu, choose the action to change the status, e.g., Release to start the value recording.
    A message opens stating that an approval request has been sent.
  8. If notifications are set up, the approval user(s) receives notification of the approval request.
  9. The Status changes to Pending Approval in the header.
  10. The approval user opens the Test Order Card page or the Requests to Approve page (using Tell Me) and approves the request, with or without password depending on authentication requirements.
  11. The Status of the test order is changed to the selected status.

Test Order Status Change Approval on Test Incident line

The general process for approving a test order status change on a Test Incident line with an approval workflow is:

  1. Create the Test Order Status Change Approval Workflow workflow from the template.
  2. Choose the status change to require approval requests for the test orders in the the Test Incident line.
    1. On the first line of the workflow, choose (View filter details) in the On Condition field.
    2. In the Event Conditions page, select the status(es) in the Status field.
  3. Assign the approval user or group of users.
  4. Set the additional authentication if required.
  5. Enable the workflow.
  6. Open a test incident.
  7. On the Lines FastTab, choose the action to change the status, e.g., Function > Release to start the value recording.
    A message opens stating that an approval request has been sent.
  8. If notifications are set up, the approval user(s) receives notification of the approval request.
  9. The Status changes to Pending Approval in the header.
  10. The approval user opens the Test Incident Card page or the Requests to Approve page (using Tell Me) and approves the request, with or without password depending on authentication requirements.
  11. The Status of the test order in the test incident line is changed to the selected status.

Cancel approval requests

On the Test Order Card, 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 order or test incident requesting the change and could then complete the approval directly in the Test Order Card or Test Incident Card 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.

Example – Change status of a test order using an approval workflow

In the following video, a workflow has been created from the Quality Assurance Test Order Status Change Approval Workflow workflow template. A status change filter for tracking only changes to Finished is assigned as a condition, a workflow user group for quality assurance has been assigned, and the workflow requires additional authentication from any of the users to complete the status change.

An existing Test Order is opened that has the status Testing Finished and then the Finish action is run. The status change message is confirmed and then a message opens stating that the approval request has been sent. The Status changes to Pending Approval and no further changes can be made to the test order until the approval is complete.

The Approval Entries FactBox shows that an approval request is waiting (Open). The approval user opens the Requests to Approve page and then opens the Test Order to view the changes. 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 Status of the Test Order changes to Finished. The approval entries show that the request has been approved.

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