Now we will modify the Vera polices to support new business rules.

Sample Business Rules

We will configure Vera to support the following chart.

Sample Requirement: Manual and automated test case approval is based on Type and Regulation (A = Approver) below.

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, *

*Approve after other approvals are complete. Quality will approve after Product Lead approval.

**prevent author approval

If field value is not set it should be evaluated as None.

Vera Analysis & Design

Based on the above requirement we will need to make the following modifications:

Update qTest Test Cases fields and field values in qTest Project.
- Update Test Case Type field value
- Add Regulation custom field and add field values
Update the qTest Test Case Record Type data fields in the Records Management Policy in Tutorial Policy Set
Modify the Approval Policy in the Tutorial Policy Set
- Add new Approval Groups
- Add and modify Approval Templates

The new business rules apply to the qTest Test Case and Automated Test Case Record Types. We will need to update the Approval Policy with the following Approval Templates:

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
General	100	Test Test Case, Automated Test Case	N/A	Technical, Business	Quality	N/A	true

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.

qTest Project Configuration

First we will look at qTest project Field Settings for Test Case.

We need to update the Test Case Type Combo box list values by adding:
1. Data Migration
2. Configuration
3. System
4. Acceptance
We need to add a new Test Case custom field Regulation Combo box and add the following list values:
1. None
2. SOX
3. GxP
4. SOX & GxP

Vera Configuration

Now that you evaluated the business rules and updated qTest, you can update the Records Management Policy and the Approval Policy.

Records Management Policy updates

We are going to update the Records Management Policy from Add Test Run Records to Records Management Policy . Open VeraRMPTutorial-part2.json in an editor for modification.

Add Type and Regulation to the qTest Test Case Record Type in addition to the existing fields, Status, Description and Precondition. The Automated Test Case Record Type inherits fields from the qTest Test Case Record Type with "Base Record Type": "qTest Test Case" element.

        "Fields": [
          {
            "Name": "Status",
            "Is Data": true
          },
          {
            "Name": "Description",
            "Is Data": true
          },
          {
            "Name": "Precondition",
            "Is Data": true
          },
          {
            "Name": "Type",
            "Is Data": true
          },
          {
            "Name": "Regulation",
            "Is Data": true
          }
        ]
      }

Here is the updated qTest Test Case Record Type in the Records Management Policy with above code block:

{
  "Records Management Policy": {
    "Version": "1.0.0.0",
    "Record Types": [
      {
        "Name": "qTest Test Case",
        "Definitions": [
          {
            "Systems": ["qTest"],
            "Item Types": ["test-case"],
            "Singular Name": "Test Case",
            "Plural Name": "Test Cases"
          }
        ],
        "Author": 
          {
            "Source": "Route Owner"
          },
        "Constraints": [
          {
            "Type": "Field Is Not Equal",
            "Name": "Automation",
            "Value": "Tosca"
          }
        ],
        "Fields": [
          {
            "Name": "Status",
            "Is Data": true
          },
          {
            "Name": "Description",
            "Is Data": true
          },
          {
            "Name": "Precondition",
            "Is Data": true
          },
          {
            "Name": "Type",
            "Is Data": true
          },
          {
            "Name": "Regulation",
            "Is Data": true
          }
        ]
      },
      {
        "Name": "qTest Test Step",
        "Definitions": [
          {
            "Systems": ["qTest"],
            "Item Types": ["test-step"],
            "Singular Name": "Test Step",
            "Plural Name": "Test Steps"
          }
        ],
        "Fields": [
          {
            "Name": "Description",
            "Is Data": true
          },
          {
            "Name": "Expected Result",
            "Is Data": true
          }
        ]
      },
      {
        "Name": "Automated Test Case",
        "Base Record Type": "qTest Test Case", 
        "Definitions": [
          {
            "Systems": ["qTest"],
            "Item Types": ["test-case"],
            "Singular Name": "Test Case",
            "Plural Name": "Test Cases"
          }
        ],
        "Author":
          {
            "Source": "Route Owner"
          },
        "Constraints": [
          {
            "Type": "Field Is Equal",
            "Name": "Automation",
            "Value": "Tosca"
          }
        ]
      }
    ]
  }
}

Save the Records Management Policy as VeraRMPTutorial-part3.json

Now we have a Records Management Policy configured for the new Test Case business rules. The completed JSON file with qTest Test Case update can be downloaded:

Approval Policy updates

We are going to update the Approval Policy from Add Approval Template to Approval Policy. Open VeraAPTutorial-part1.json in an editor for modification.

First you will update Approval Roles, then you will add the Approval Templates in Rank order to make it easier to manage and troubleshoot.

Approval Roles

There are new Approval Roles you need to add to the Approval Policy: Data Owner, Product Team Member and Product Lead.

      "Approval Groups": [
        "Business",
        "Technical",
        "Quality",
        "Data Owner",
        "Product Team Member",
        "Product Lead"
      ]

Approval Templates

Now we can add the new Approval Templates and update the General Approval Template.

Data Migration Test Case

Configuration element	Value	Code Snippet
Name	Data Migration Test Case	"Name": "Data Migration Test Case"
Rank	10	"Rank": "10"
Record Type	qTest Test Case, Automated Test Case	"Record Types": [ "qTest Test Case", "Automated Test Case" ]
Constraints	Type = Data Migration	The Field Is Equal or Field Is One Of constraint can be used for this business rule. "Constraints": [ { "Type": "Field Is Equal", "Name": "Type", "Value": "Data Migration" } ]
Level 1 Approvers	Technical, Business, Data Owner	"Levels": [ { "Name": "Level 1", "Approvers": [ "Technical", "Business", "Data Owner" ] } ]
Level 2 Approvers	Quality	"Levels": [ { "Name": "Level 2", "Approvers": ["Quality"] } ]
Prevent Author Approval	FALSE	"Prevent Author Approval": false

The completed Route Template for Data Migration Test case is below:

 {
    "Route Templates": [
      {
        "Name": "Data Migration Test Case",
        "Rank": "10",
        "Prevent Author Approval": false,
        "Record Types": [
          "qTest Test Case",
          "Automated Test Case"
        ],
        "Constraints": [
          {
            "Type": "Field Is Equal",
            "Name": "Type",
            "Values": ["Data Migration"]
          }
        ],
        "Levels": [
          {
            "Name": "Level 1",
            "Approvers": ["Technical","Business","Data Owner"]
          },
          {
            "Name": "Level 2",
            "Approvers": ["Quality"]
          }
        ]
      } 
    ]
  }

GxP Configuration Test Case

Configuration element	Value	Code Snippet
Name	GxP Configuration Test Case	"Name": "GxP Configuration Test Case"
Rank	20	"Rank": "20"
Record Type	Test Test Case, Automated Test Case	"Record Types": [ "qTest Test Case", "Automated Test Case" ]
Constraints	Type = Configuration, Regulation = GxP	The Field Is Equal or Field Is One Of constraint can be used for this business rule. Constraints": [ { "Type": "All", "Constraints": [ { "Type": "Field Is Equal", "Name": "Type", "Value": "Configuration" }, { "Type": "Field Is One Of", "Name": "Regulation", "Values": ["GxP"] } ] } ] Note: The All Boolean constraint is the default constraint.
Level 1 Approvers	Technical	"Levels": [ { "Name": "Level 1", "Approvers": ["Technical"] } ]
Level 2 Approvers	Quality	"Levels": [ { "Name": "Level 2", "Approvers": ["Quality"] } ]
Prevent Author Approval	FALSE	"Prevent Author Approval": false

The completed Route Template for GxP Configuration Test case is below:

 {
    "Route Templates": [
      {
        "Name": "GxP Configuration Test Case",
        "Rank": "20",
        "Prevent Author Approval": false,
        "Record Types": [
          "qTest Test Case",
          "Automated Test Case"
        ],
        Constraints": [
          {
            "Type": "All",
            "Constraints": [
              {
                "Type": "Field Is Equal",
                "Name": "Type",
                "Value": "Configuration"
              },
              {
                "Type": "Field Is One Of",
                "Name": "Regulation",
                "Values": ["GxP"]
              }
            ]
          }
        ],
        "Levels": [
          {
            "Name": "Level 1",
            "Approvers": ["Technical"]
          },
          {
            "Name": "Level 2",
            "Approvers": ["Quality"]
          }
        ]
      } 
    ]
  }

GxP System Test Case

Configuration element	Value	Code Snippet
Name	GxP System Test Case	"Name": "GxP System Test Case"
Rank	30	"Rank": "30"
Record Type	Test Test Case, Automated Test Case	"Record Types": [ "qTest Test Case", "Automated Test Case" ]
Constraints	Type = System, Regulation = GxP	The Field Is Equal or Field Is One Of constraint can be used for this business rule. "Constraints": [ { "Type": "Field Is Equal", "Name": "Type", "Value": "System" }, { "Type": "Field Is One Of", "Name": "Regulation", "Values": ["GxP"] } ] Note: The All Boolean constraint is the default constraint.
Level 1 Approvers	Technical, Business	"Levels": [ { "Name": "Level 1", "Approvers": [ "Technical", "Business" ] } ]
Level 2 Approvers	Quality	"Levels": [ { "Name": "Level 2", "Approvers": ["Quality"] } ]
Prevent Author Approval	FALSE	"Prevent Author Approval": false

The completed Route Template for GxP System Test case is below:

 {
    "Route Templates": [
      {
        "Name": "GxP System Test Case",
        "Rank": "30",
        "Prevent Author Approval": false,
        "Record Types": [
          "qTest Test Case",
          "Automated Test Case"
        ],
        "Constraints": [
          {
            "Type": "Field Is Equal",
            "Name": "Type",
            "Value": "System"
          },
          {
            "Type": "Field Is One Of",
            "Name": "Regulation",
            "Values": ["GxP"]
          }
        ],
        "Levels": [
          {
            "Name": "Level 1",
            "Approvers": ["Technical", "Business"]
          },
          {
            "Name": "Level 2",
            "Approvers": ["Quality"]
          }
        ]
      } 
    ]
  }

GxP Acceptance Test Case

Configuration element	Value	Code Snippet
Name	GxP Acceptance Test Case	"Name": "GxP Acceptance Test Case"
Rank	40	"Rank": "40"
Record Type	Test Test Case, Automated Test Case	"Record Types": [ "qTest Test Case", "Automated Test Case" ]
Constraints	Type = Acceptance, Regulation = GxP	The Field Is Equal or Field Is One Of constraint can be used for this business rule. "Constraints": [ { "Type": "Field Is Equal", "Name": "Type", "Value": "Acceptance" }, { "Type": "Field Is One Of", "Name": "Regulation", "Values": ["GxP"] } ] Note: The All Boolean constraint is the default constraint.
Level 1 Approvers	Business	"Levels": [ { "Name": "Level 1", "Approvers": [ "Business" ] } ]
Level 2 Approvers	Quality	"Levels": [ { "Name": "Level 2", "Approvers": ["Quality"] } ]
Prevent Author Approval	FALSE	"Prevent Author Approval": false

The completed Route Template for GxP Acceptance Test case is below:

 {
    "Route Templates": [
      {
        "Name": "GxP Acceptance Test Case",
        "Rank": "40",
        "Prevent Author Approval": false,
        "Record Types": [
          "qTest Test Case",
          "Automated Test Case"
        ],
        "Constraints": [
          {
            "Type": "Field Is Equal",
            "Name": "Type",
            "Value": "Acceptance"
          },
          {
            "Type": "Field Is One Of",
            "Name": "Regulation",
            "Values": ["GxP"]
          }
        ],
        "Levels": [
          {
            "Name": "Level 1",
            "Approvers": ["Business"]
          },
          {
            "Name": "Level 2",
            "Approvers": ["Quality"]
          }
        ]
      } 
    ]
  }

SOX Test Case

Configuration element	Value	Code Snippet
Name	SOX Test Case	"Name": "SOX Test Case"
Rank	50	"Rank": "50"
Record Type	Test Test Case, Automated Test Case	"Record Types": [ "qTest Test Case", "Automated Test Case" ]
Constraints	Type = SOX	The Field Is Equal or Field Is One Of constraint can be used for this business rule. "Constraints": [ { "Type": "Field Is Equal", "Name": "Type", "Value": "SOX" } ] Note: The All Boolean constraint is the default constraint.
Level 1 Approvers	Product Team Member	"Levels": [ { "Name": "Level 1", "Approvers": [ "Product Team Member" ] } ]
Level 2 Approvers	Product Lead	"Levels": [ { "Name": "Level 2", "Approvers": ["Product Lead"] } ]
Prevent Author Approval	FALSE	"Prevent Author Approval": false

The completed Route Template for SOX Test case is below:

 {
    "Route Templates": [
      {
        "Name": "SOX Test Case",
        "Rank": "50",
        "Prevent Author Approval": false,
        "Record Types": [
          "qTest Test Case",
          "Automated Test Case"
        ],
        "Constraints": [
          {
            "Type": "Field Is Equal",
            "Name": "Type",
            "Value": "SOX"
          }
        ],
        "Levels": [
          {
            "Name": "Level 1",
            "Approvers": ["Product Team Member"]
          },
          {
            "Name": "Level 2",
            "Approvers": ["Product Lead"]
          }
        ]
      } 
    ]
  }

SOX & GxP Test Case

Configuration element	Value	Code Snippet
Name	SOX & GxP Test Case	"Name": "SOX & GxP Test Case"
Rank	60	"Rank": "60"
Record Type	Test Test Case, Automated Test Case	"Record Types": [ "qTest Test Case", "Automated Test Case" ]
Constraints	Type = SOX & GxP	The Field Is Equal or Field Is One Of constraint can be used for this business rule. "Constraints": [ { "Type": "Field Is Equal", "Name": "Type", "Value": "SOX & GxP" } ] Note: The All Boolean constraint is the default constraint.
Level 1 Approvers	Technical, Business	"Levels": [ { "Name": "Level 1", "Approvers": [ "Technical", "Business" ] } ]
Level 2 Approvers	Product Lead	"Levels": [ { "Name": "Level 2", "Approvers": ["Product Lead"] } ]
Level 3 Approvers	Quality	"Levels": [ { "Name": "Level 3", "Approvers": ["Quality"] } ]
Prevent Author Approval	FALSE	"Prevent Author Approval": false

The completed Route Template for SOX & GxP Test case is below:

 {
    "Route Templates": [
      {
        "Name": "SOX & GxP Test Case",
        "Rank": "60",
        "Prevent Author Approval": false,
        "Record Types": [
          "qTest Test Case",
          "Automated Test Case"
        ],
        "Constraints": [
          {
            "Type": "Field Is Equal",
            "Name": "Type",
            "Value": "SOX & GxP"
          }
        ],
        "Levels": [
          {
            "Name": "Level 1",
            "Approvers": ["Technical", "Business"]
          },
          {
            "Name": "Level 2",
            "Approvers": ["Product Lead"]
          },
          {
            "Name": "Level 3",
            "Approvers": ["Quality"]
          }
        ]
      } 
    ]
  }

Udpate qTest and Vera to support new business rules

Sample Business Rules

Vera Analysis & Design

qTest Project Configuration

Vera Configuration

Records Management Policy updates

Approval Policy updates

Approval Roles

Approval Templates

Data Migration Test Case

GxP Configuration Test Case

GxP System Test Case

GxP Acceptance Test Case

SOX Test Case

SOX & GxP Test Case

SOX & GxP Test Case

Configuration Test Case

System Test Case

Acceptance Test Case

General