The Vera Site Administration tutorial will guide Vera administrators on how to configure Vera policies to meet business requirements. This tutorial will address the Vera administrator tasks. In this tutorial you will walk through Vera administration tasks including:

• Domain Management

  • Create Domain

  • Add Project to Domain

• Policy Management

  • Create Records Management Policy

  • Create Approval Policy

  • Upload Policies

  • Create Policy Set

  • Add Policies to Policy Sets

  • Link Policy Set to Domain

  • Revise Policies

  • Verify Approval Policy

• User Management

  • Create User

  • Assign User to Domain role

  • Import Users

Before You Begin

This tutorial assumes qTest and Vera are installed and connected

1. Vera 2023.2 or higher

2. qTest Manager 2023.4 or higher (Enterprise Edition)

3. Vera connected to qTest

4. Current user has Vera Site Administration access

5. Current user has qTest Administration access

Tutorial Quick Reference

During the tutorial the Vera administrator will setup a new qTest project with Vera integration associated to a new Vera domain linked to a new policy set:

Open

To successfully complete this tutorial, you should perform the tutorial in the order in which the information is presented: