...
Viewing Records Details
The record Details vary by record type, but they will contain a VERA Details section, a source system section (e.g. Jira Details or qTest Details), and an Approval Route section.
VERA Details
The VERA Details section includes the record definition
| Attribute | Description |
|---|---|
| System | The record source system name |
| Record ID | The record source system identifier is also a hyperlink back to record in source system |
| Record Type | The classification of the item in the VERA |
| Item Type | The classification of the item in the source system |
| Revision | Revision is an optional field by record type. When configured, the revision number starts at 1 and is iterated when an approved record is revised |
| Author | The author field is configured as the individual who routed the record for approval or by a field value on the source record. If an author is not configured for a record type, the field is not displayed |
...
...
- Log into the VERA Web Portal
- Navigate to a record's Details tab
- Click on any of the sections to expand for more details
Activity Record
- Log into the VERA Web Portal
- Click on the Activity History tab
- Click on any of the activities within the table to expand for more details
Approval Routes
- Log into the VERA Web Portal
- Click on the Approval Routes tab
- Click on any of the routes within the table to expand for more details
Revision History
- Log into the VERA Web Portal
- Click on the Revision History tab
- Click on the approved revisions to be re-directed to the Details
...
The status of the approval route In Progress - approval route status when one or more approval tasks are pending approval. Approvers can complete approval tasks Stopped - approval route status when an approval task in the associated approval route is Rejected Cancelled - approval route status when the record author withdraws or cancels approval Complete - approval route status when all associated approval tasks are complete | |
| Level | The approval route level is the approval order. The previous level approval tasks must be completed before starting the next level approval tasks. |
| Approval Task | Approval tasks represent the approval roles needed to approval the associated record. The approval task also determines the meaning of signature |
| Status | The status of the VERA approval task Pending - waiting for approver to complete approval tasks Cancelled - pending approval task is cancelled when the approval route is cancelled Not Started - waiting for previous approval route level completion Complete - approver completed approval task |
| Reviewer | This field contains the approval role on Pending and Not Started approval tasks. The approver's full name and username are displayed on Completed and Rejected approval tasks |
| Date | The date field displays the date and time when the approval task was Completed or Rejected in UTC time |
Activity History
The Activity History section displays the events are associated with the displayed VERA record. Each event includes the record values at the time of activity.
The following activities are captured in history:
| Activity | Description |
|---|---|
| Record Created | The initial creation of the record when it was routed for approval and created in VERA |
| Route Started | The record state is set to Routing for Approval and the Approval Route is created |
| Electronic Signature | An Approval Task is approved and Completed |
| Rejection | An Approval Task is approved and Rejected |
| Transition to Rejected | The record state is set to Rejected |
| Record Updated | The record updates on subsequent Route for Approval activities after the record is created |
| Route Cancelled | The Approval Route is Cancelled or withdrawn |
| Transition to Approved | The record state is set to Approved when the Approval Route is Complete |
| Transition to Draft | An Approved record is revised and a new revision of VERA record is created with a Draft state |
| Transition to Superseded | A revised record is approved and the previous approved record status is set to Superseded |
Approval Routes
The Approval Route section displays the event history associated with the displayed VERA record. The approval routes section displays every Approval Route created for this record when it was routed for approval.
The following fields are displayed in approval route section
| Attribute | Description |
|---|---|
| Route | The approval route name associated with the record |
| Status (Approval Route) | The status of the approval route In Progress - approval route status when one or more approval tasks are pending approval. Approvers can complete approval tasks Stopped - approval route status when an approval task in the associated approval route is Rejected Cancelled - approval route status when the record author withdraws or cancels approval Complete - approval route status when all associated approval tasks are complete |
| Owner | Route owner from source system, the user who routed the test for approval |
| Started | The date field displays the date and time when the approval route was created in UTC time |
| Ended | The date field displays the date and time when the approval route was Completed, Stopped or Cancelled in UTC time |
| Approval Task | Approval tasks represent the approval roles needed to approval the associated record. The approval task also determines the meaning of signature |
| Status (Approval Task) | The status of the VERA approval task Pending - waiting for approver to complete approval tasks Cancelled - pending approval task is cancelled when the approval route is cancelled Not Started - waiting for previous approval route level completion Complete - approver completed approval task |
| Reviewer | This field contains the approval role on Pending and Not Started approval tasks. The approver's full name and username are displayed on Completed and Rejected approval tasks |
| Date | The date field displays the date and time when the approval task was Completed or Rejected in UTC time |
Revision History
The Revision History section displays if the record has revisions.
The following fields are displayed in revision history section
| Attribute | Description |
|---|---|
| Revision | The VERA revision number. Other revisions are listed with hyperlink for the record revision. |
| Status | The status of the record in VERA workflow Routing for Approval - record status when a record is routed for approval and the approval route status is In Progress Rejected - the record status when an approval task in the associated approval route was rejected and the approval route status is Rejected Approved - the record status when the approval tasks in an approval route are approved and the approval route status is Complete Draft - the record status when an approved record is revised, and a new revision is created |
| Approval Date | The date field displays the date and time when the approval task was Completed in UTC time |
| Note | ||
|---|---|---|
| ||
Revision History tab will only appear if there is more than one revision. |
Print View
The Print View section displays the details and history from VERA Details, Signatures, Source System Details in the browser with an option to Print or Save to PDF. See above sections for definitions of fields included in the Record Detail Report.
| Note |
|---|
Image attachments are displayed inline; other attachments have hyperlinks to the attachment in VERA. |
...