Prevent author approval

Note: New in Vera 2024.3 – Author exclusion now works for all supported Jira DC versions. Author exclusion may also work with Jira Cloud, but depending on individual user settings, Vera may not be able to match the Jira user to a valid Vera user.

Users assigned to the System Administrator roles are able to configure the records management policy, approval policy, and prevent author approval.

The default value for Prevent Author Approval is false. This means that the default approval policy doesn't prevent an author from approving records.

To prevent authors from approving their own test cases or test runs, follow these steps:

1. Configure Prevent Author Approval to true in the Approval Policy.

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   {
                   "Name": "Default qTest Test Case Approval",
                   "Rank": "1",
                   "Record Types": [
                       "qTest Test Case"
                   ],
                   "Levels": [
                       {
                           "Name": "Level 1",
                           "Approvers": [
                               "Technical",
                               "Business"
                           ]
                       },
                       {
                           "Name": "Level 2",
                           "Approvers": [
                               "Quality"
                           ]
                       }
                   ],
                   "Constraints": [],
                   "Prevent Author Approval": "true",
               },

2. Define Author field in the Records Management policy.

Additionally, make sure you keep in mind the behavior of email notifications and approval tasks.

Email notifications

When a record is routed for approval, Vera sends email notifications to all eligible approvers based on the current approval tasks. When Vera matches a user in qTest or Jira DC with a Vera user, Vera won't send email notifications to the author, even if they would otherwise be an eligible approver for a record.

Approval tasks

If Prevent Author Approval is configured for a route, and Tricentis Vera matches a qTest author with a Tricentis Vera user, that Tricentis Vera user is prevented from approving a task. However, they are not prevented from viewing the Tricentis Vera record. In the event that an author clicks on an approval task link from qTest or Jira DC, they will be able to view a read only copy of the record, but they are prevented from applying their signature. This is made clear to the user by displaying a message in place of the approval tasks.