Approve records without signatures

Tricentis Vera has the option to approve records without signatures. This option can be used for specific records based on your organization’s business rules. Administrators can configure the approval policy to allow routing of records for approval without signatures.

If a user routes a record for approval and that record doesn't require signatures, Tricentis Vera imports the record and updates the record status to Approved.  The record  status will be set to Approved in the source system and the approval route field indicates that the record was approved without signatures. 

Approval without signature can be configured for any approval template.

To configure the approval policy, follow these steps:

1. Access the administration area.

2. Navigate to the Policy Management page.

3. Update the approval policy:

   • Set a missing value for Levels.

   • Set Signatures Required to false.

   In this qTest Run record type, you update the approval policy following the step we've just described.

   Copy

   {
                   "Name": "qTest Run Low Risk",
                   "Rank": "1",
                   "Record Types": [
                       "qTest Run"
                   ],
                   "Levels": [],
                   "Signatures Required": false,
                   "Constraints": [
                       {
                           "Type": "Field Is One Of",
                           "Name": "Type",
                           "Value": null,
                           "Values": [
                               "Design Review",
                               "Ad-Hoc",
                               "Exploratory"
                           ],

4. Add the configured approval policy as a revision or new policy and select Import.

   Approval without signature can be configured for any approval template.