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New in Vera 2023.2 the Location column was replaced with the System column. |
Overview of the Approval Queue
- When a user signs into the VERA web portal, all pending tasks for that user will display in the approval queue
- If you navigate off of the approval queue, you can go back by clicking on the Tricentis VERA logo in the top left-hand corner of the page
- Click the refresh icon in the upper right will pull the latest approval data into the table
- Selecting the filter icon in the upper right will display text boxes at the top of the table to allow data entry to filter the table
- Checkboxes allow the user to select multiple records at once. The topmost box allows the user to select all records on the page
- Sorting is allowed in any of the table columns except the System column. Select up or down arrow to sort accordingly
- Record Names can be selected and will direct the user to the records detail page for more information
- Approve and Reject icons on the far right to allow users to approve/reject a single record
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How to Approve or Reject a Single Record
- On the approval queue page, locate the record that you want to sign off on
- To approve, click on the approve icon and enter your password
- To reject, click on the reject icon and enter the rejection reason
- On submit, the queue will refresh, and the record will be removed from the table
How to Bulk Approve
- On the approval queue page, locate the records that you want to sign off on
- Select the boxes to the left of the recordImage Removed
Image Added - Click on the Approve button on the banner that appears on the bottom of the page
- Enter your password and click Submit
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