...
Type | Regulation | Technical | Business | Data Owner | Product Team Member | Product Lead | Quality | ||
|---|---|---|---|---|---|---|---|---|---|
Data Migration | N/A | A | A | A | A* | ||||
Configuration | None | A (2) | |||||||
Configuration | GxP | A | A* | ||||||
System | None | A (2) | |||||||
System | GxP | A | A | A* | |||||
Acceptance | None | A (2) | |||||||
Acceptance | GxP | A | A* | ||||||
N/A | SOX | A | A* | ||||||
N/A | SOX & GxP | A | A | A* | A* | ||||
Other | N/A | A** | A** | A*, ** |
| Info |
|---|
*Approve after other approvals are complete. Quality will approve after Product Lead approval. **prevent author approval If Regulatory field value is not set it should be evaluated as None. |
...
Approval Template Name | Rank | Record Type | Constraints | Level 1 Approvers | Level 2 Approvers | Level 3 Approvers | Prevent Author Approval | |
|---|---|---|---|---|---|---|---|---|
Data Migration Test Case | 10 | qTest Test Case, Automated Test Case | Type = Data Migration | Technical, Business, Data Owner | Quality | N/A | false | |
Configuration Test Case | 70 | Test Test Case, Automated Test Case | Type = Configuration, Regulation = None OR IsEmpty | Technical, Technical | N/A | N/A | false | |
GxP Configuration Test Case | 20 | Test Test Case, Automated Test Case | Type = Configuration, Regulation = GxP | Technical | Quality | N/A | false | |
System Test Case | 80 | Test Test Case, Automated Test Case | Type = System, Regulation = None OR IsEmpty | Product Team Member, Product Team Member | N/A | N/A | false | |
GxP System Test Case | 30 | Test Test Case, Automated Test Case | Type = System, Regulation = GxP | Technical, Business | Quality | N/A | false | |
Acceptance Test Case | 90 | Test Test Case, Automated Test Case | Type = Acceptance, Regulation = None OR IsEmpty | Business, Business | N/A | N/A | false | |
GxP Acceptance Test Case | 40 | Test Test Case, Automated Test Case | Type = Acceptance, Regulation = GxP | Business | Quality | N/A | false | |
SOX Test Case | 50 | Test Test Case, Automated Test Case | Type = SOX | Product Team Member | Product Lead | N/A | false | |
SOX & GxP Test Case | 60 | Test Test Case, Automated Test Case | Type = SOX & GxP | Technical, Business | Product Lead | Quality | false | |
GeneralDefault | 100 | Test Test Case, Automated Test CaseN/A | N/A | Technical, Business | QualityProduct Team Member | N/A | N/A | true |
| Info |
|---|
Rank determines the order Route Templates are evaluated by Vera when a record is routed for approval. Use Rank to ensure Constraints are evaluated in the proper order. General is the lowest rank so it is the last Approval Template evaluated. |
...
| Code Block |
|---|
{
"Route Templates": [
{
"Name": " Acceptance Test Case",
"Rank": "90",
"Prevent Author Approval": false,
"Record Types": [
"qTest Test Case",
"Automated Test Case"
],
"Constraints": [
{
"Type": "Field Is Equal",
"Name": "Type",
"Value": "Acceptance"
},
{
"Type": "Field Is Not Equal",
"Name": "Regulation",
"Value": "GxP"
},
{
"Type": "Field Is Not Equal",
"Name": "Regulation",
"Value": "SOX"
},
{
"Type": "Field Is Not Equal",
"Name": "Regulation",
"Value": "SOX & GxP"
}
],
"Levels": [
{
"Name": "Level 1",
"Approvers": ["Business", "Business"]
}
]
}
]
} |
...
Default
Configuration element | Value | Code Snippet | ||
|---|---|---|---|---|
Name | Default |
| ||
Rank | 100 |
| ||
Record Type | Any | Add all record types
| ||
Constraints | No Constraints | No constraints are defined
| ||
Level 1 Approvers | Product Team Member |
| ||
Prevent Author Approval | TRUE |
|
The completed Route Template for Data Migration Test case is below:
| Code Block |
|---|
{
"Route Templates": [
{
"Name": "Data Migration Test Case",
"Rank": "10",
"Prevent Author Approval": false,
"Record Types": [
"qTest Test Case",
"Automated Test Case",
"qTest Test Run"
],
"Constraints": [],
"Levels": [
{
"Name": "Level 1",
"Approvers": ["Product Team Member"]
}
]
}
]
} |
Save the Records Management Policy as VeraAPTutorial-part2.json
Now we have an Approval Policy configured for the new Test Case business rules. The completed JSON file with new Approval Roles and Approval Templates can be downloaded:
| View file | ||
|---|---|---|
|
Vera configuration verification
Next let’s verify our configuraiton changes by importing Test Cases and Routing the Test cases for approval
add a qTest import file to test all route tempaltes!
...