Viewing Record Detail
- HB Farris
- Christine Austin (Unlicensed)
Vera contains a robust log of all Vera-related activities. It tracks details, transitions, electronic signatures, and route activities that occurred on the record itself. Users have the option to view or print a detailed report. Designated users can "Approve" or "Reject" within each section when applicable.Â
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 |
Record ID | The record source system identifier is also a hyperlink back to the record in the 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 one. It is incremented 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. The area is not displayed if an author is not configured for a record type. If the author field is configured for a record type, but the Author is blank, it will display as "Unknown." |
Record Status | The status of the record in the 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 -Â the record status when an approved record is revised, and a new revision is created |
Domain Name | The Vera domain associated with the source system project. |
Source System Details
The source system details section is displayed below the Vera Details section. This section contains record-specific data fields from the source system. The fields displayed are based on individual configurations. These source system data fields are verified along with associated signatures (see Signature Verification Failure Report for more details).
Source record fields stored in Vera can be modified by configuring the Record Management Policy.
Jira Details
The following fields are displayed in the Jira Details section. Â
Attribute | Description |
|---|---|
Issue Type | Jira Issue Type |
Description | Jira Issue Description |
Summary | Jira Issue Summary |
HTML Formatting and Styles
Vera will display the plain text from the source Jira record.  We do not support Jira formatting at this time. Â
For Xray user defined user lists, Vera will display the User ID (Ex: 6242b67adb7e006aa388b4), not the Username (John Doe). Â
qTest Details
The following fields are displayed in the qTest Details section.Â
Attribute | Description |
|---|---|
Project Name | Source record's qTest project name |
Project ID | Source record's qTest project ID |
qTest Version ID | qTest Test Case Version ID |
Description | qTest Test Case Description |
Linked Defects | Defects linked to qTest Test Case |
Attachments | Attachments linked to qTest Test Case |
Step Name | qTest Test Case Step # |
Step Description | qTest Test Case Step Description |
Expected Result | qTest Test Case Step Expected Result |
Attachments (Step) | Attachments linked to qTest Test Case Step |
Linked Defects (Step) | Defects linked to qTest Test Case Step |
Test Case ID | qTest Test Case ID of Test Run |
Status (Test Run) | qTest Test Run Execution Status |
Attachments (Test Run) | Attachments linked to qTest Test Run |
Linked Defects (Test Run) | Defects linked to qTest Test Run |
Execution Log Name | qTest Test Execution Log # |
Test Case Name | Name of qTest Test Case used to create Execution Log |
Test Case Version | qTest Test Case version used to develop Execution Log |
Status (Execution Log) | qTest Execution Log Execution Status |
Executed Start | qTest Execution Log Start date and time |
Executed End | qTest Execution Log End date and time |
Execution Log Notes | qTest Execution Log Comments |
Attachments (Execution Log) | Attachments linked to qTest Execution Log |
Linked Defects (Execution Log) | Defects linked to qTest Execution Log |
Actual Results | qTest Execution Log Step Actual Result |
Status (Execution Log Step) | qTest Execution Log Step Actual Execution Status |
Executed | qTest Execution Log Step Execution date and time |
Tester | Person who executed the qTest Log Step |
Linked Defects (Execution Log Step) | Attachments linked to qTest Execution Log Steps |
Step Attachments (Execution Log Step) | Defects linked to qTest Execution Log Steps. |
HTML Formatting and Styles
When handling previously formatted source text, there can be minor discrepancies between the source display and the display in Vera. The following are some such differences that users may encounter:
When data is copied from Microsoft Word into qTest, and the qTest item is routed for approval, Word formatting tags are displayed in the Vera record. Although word tags are not visible in either Word or qTest, they are retained as part of the original source data inside of qTest. They are then rendered by Vera as part of the original source data that is passed via the qTest API. Ex.<o:p></o:p>.
When images are embedded in qTest, they are displayed in Vera as download links, not thumbnails.
Tables created directly in qTest using the editor are displayed in Vera as formatted columns and rows, but table outlines are not displayed. qTest table outlines are not part of the HTML that is available via the qTest API and therefore cannot be rendered in Vera.
Some background styles are not available in print view. If background style is relevant to the detail or meaning of a test step value, users are advised to find another way to meaningfully represent the data.
Supported HTML tags are: <address>,<article>,<aside>, <blockquote>, <header>,<hgroup>, <footer>,<h1>, <h2>, <h3>, <h4>, <h5>, <h6>, <section>, <div>, <li>, <ol>, <p>, <pre>, <ul>, <a>, <b>, <br>, <cite>, <em>, <i>,<main>, <nav>, <s>, <span>, <strong>, <u>, <caption>, <col>, <colgroup>, <table>, <tbody>, <td>, <tfoot>, <th>, <thead>, <tr>
<figcaption>, <figure>, <hr>, <abbr>, <bdi>, <bdo>, 'code', 'data', 'dfn', <kbd>, <mark>, <q>, <samp>, <small>, <sub>, <sup>, <time>, <var>, <wbr>, <nav>, <img>.
In general, where qTest either sanitizes or does not render HTML, Vera will handle this in one of the following ways:
1. If the raw HTML is available via the qTest API, we will display the raw HTML; or
2. If the qTest API does not make the html available, we will show a blank step in Vera.
Approval Route
The approval route section displays the approval route and approval tasks associated with the demonstrated Vera record. Approve and Reject options are shown if there is a pending approval task and the user is authorized to complete the approval task (see Approving Records and Rejecting Records for more details)
The following fields are displayed in the approval route
Attribute | Description |
|---|---|
Name | The approval route name is associated with the record status |
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 Canceled - 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 approve the associated record. The approval task also determines the meaning of the signature. |
Status | The status of the Vera approval task. Pending - waiting for the approver to complete approval tasks Canceled - pending approval task is canceled when the approval route is canceled 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 the Completed and Rejected approval tasks |
Date | The date field indicates the date and time when the approval task was Completed or Rejected in UTC time |
Activity History
The Activity History section displays the events associated with the 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. The Approval Route is created. |
Electronic Signature | An Approval Task is approved, and Completed. |
Rejection | The record state is set to Rejected Record.  |
Transition to Rejected | One or more approval tasks have been 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 Approve when the Approval Route is Complete |
Transition to Draft | An Approved record is revised. A new revision of the Vera record is created with a Draft state transition |
Transition to Superseded | A revised record is approved, and the previously approved record status is set to Superseded. |
Approval Routes
The Approval Route section displays the event history associated with the demonstrated 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 the approval route section
Attribute | Description |
|---|---|
Route | The approval route name is associated with the record status status |
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 Canceled - 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 the source system, the user who routed the test for approval started the started the |
Started | The date field displays the date and time when the approval route was created in UTCÂ |
Ended | The date field indicates 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 approve the associated record. The approval task also determines the meaning of signature status |
Status (Approval Task) | The status of the Vera approval task. Pending - waiting for the approver to complete approval tasks Canceled - pending approval task is canceled when the approval route is canceled 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 the Completed and Rejected approval tasks |
Date | The date field indicates 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 the revision history section
Attribute | Description |
|---|---|
Revision | The Vera revision number. Other revisions are listed with hyperlinks for the record revision. |
Status | The status of the record in the 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 -Â the record status when an approved record is revised, and a new revision is created approval |
Approval Date | The date field displays the date and time when the approval task was Completed in UTC time |
Print View (Record Detail Report)
The Print View section displays the details and history from Vera Details, Signatures, and Source System Details in the browser with an option to Print or Save to PDF. This print view displays the Record Detail Report.
Details
The details of the Record Detail Report are almost the same data as the Details page but formatted to be printer-friendly. See Vera Details for definitions of fields included in the Record Detail Report. The sections will be separated into Vera Details, Signatures, and Source System Details.
Following details of the record are included in the print view:
Vera Details
System
Record ID
Record Type
Item Type
Revision
Author
Record Status
Signatures
Signatures section has two options:
Signatures required: If approval route is setup so that signatures are required, then this section will display approval levels and their current statuses, and approval dates.
Signatures not required:Â If approval route is setup so that signatures are not required, then this section will display approval route name, a message "No signatures required for this record" and the date of approval.
Jira Details
Issue Type
Description
Summary
qTest Details
Project Name
Project ID
Description
Linked Defects
Attachments
Step Name
Step Description
Expected Result
Attachments (Step)
Linked Defects (Step)
Test Case ID
Status (Test Run)
Attachments (Test Run)
Linked Defects (Test Run)
Execution Log Name
Test Case Name
Test Case Version
Status (Execution Log)
Executed Start
Executed End
Execution Log Notes
Attachments (Execution Log)
Linked Defects (Execution Log)
Actual Results
Status (Execution Log Step)
Executed
Tester
Linked Defects (Execution Log Step)
Step Attachments (Execution Log Step)
A Rejection Details section will be visible only if the record has a rejection. This section will contain a table with the following information: rejection reason, full reviewer name with reviewer username, the meaning of the approval task, and the date/time in UTC format that the rejection occurred. The Rejection Details section will not display once a record is fully approved, even if it previously had a rejection, because it is considered resolved.
Attachments
Image attachments are displayed inline at their original upload size. Non-image attachments are indicated with hyperlinks to the attachment in Vera.
Print Preview Details of Record Detail Report
Upon clicking the Print button, a print preview will display with additional information not seen on the Print View page.
Timestamp of when the Record Detail Report was generated
Footer name for Vera Record Detail Report
URL to the Vera recordÂ
Page number out of total pages
End of Document marker
Conditional watermark based on record status
Vera Status | Record Detail Report Watermark |
|---|---|
Routing for Approval | Draft |
Rejected | Rejected |
Superseded | Superseded |
Approved | Approved Vera records will not have a watermark on the Record Detail Report |
Table of Contents
- 1 Viewing Records Details
- 1.1 Vera Details
- 1.2 Source System Details
- 1.2.1 Jira Details
- 1.2.2 HTML Formatting and Styles
- 1.2.3 qTest Details
- 1.2.4 HTML Formatting and Styles
- 1.2.5 Jira Wiki Markup
- 1.3 Approval Route
- 2 Activity History
- 3 Approval Routes
- 4 Revision History
- 5 Print View (Record Detail Report)
- 5.1 Details
- 5.1.1 Vera Details
- 5.1.2 Signatures
- 5.1.3 Jira Details
- 5.1.4 qTest Details
- 5.2 Attachments
- 5.3 Print Preview Details of Record Detail Report
- 5.1 Details