Configure qTest requirement approval

Before you can approve qTest requirements with Vera, you need to update two policy files: the Records Management Policy (RMP) and the Approval Policy. The RMP tells Vera that qTest requirements exist as a record type. The Approval Policy defines who needs to approve them and in what order.

This topic walks you through both configurations. After you're done here, enable the requirement approval integration in qTest to start routing requirements for approval.

Add the qTest requirement record type

Add a qTest Requirement record type at the end of your RMP. This record type must use the system qTest and the item type requirement.

To add the record type, follow these steps:

1. Access the administration area.

2. Go to Policy Management. Then, select and download the RMP file you want to modify.

3. Open the policy file in a text editor and add the following record type at the end of the file:

   Copy

               {
                   "Name": "qTest Requirement",
                   "Definitions": [
                       {
                           "Systems": [
                               "qTest"
                           ],
                           "Item Types": [
                               "requirement"
                           ],
                           "Singular Name": "Requirement",
                           "Plural Name": "Requirements"
                       }
                   ],
                   "Fields": [
                       {
                           "Order": 200,
                           "Name": "Type",
                           "Is Data": true
                       },
                       {
                           "Order": 300,
                           "Name": "Assigned To",
                           "Is Data": true
                       },
                       {
                           "Order": 100,
                           "Name": "Description",
                           "Is Data": true
                       },
                       {
                           "Order": 400,
                           "Name": "Project ID",
                           "Is Data": true
                       },
                       {
                           "Order": 500,
                           "Name": "Project Name",
                           "Is Data": true
                       }
                   ],
                   "Default Route Template": null,
                   "Allow Verify Signatures": true,
                   "Author": {
                       "Source": "Route Owner"
                       ]
                   }
               }

4. Save your changes, then upload the policy as a new policy or a policy revision.

Add a route template for qTest requirements

Now add a route template for the qTest Requirement record type in the Approval Policy. The route template defines the approval levels and which roles need to sign off.

To add the route template, follow these steps:

1. Go to Policy Management and download the Approval Policy file.

2. Open the policy file in a text editor and add the following route template:

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   {
                   "Name": "Default Requirement Route",
                   "Rank": "1",
                   "Record Types": [
                       "qTest Requirement"
                   ],
                   "Levels": [
                       {
                           "Name": "Level 1",
                           "Approvers": [
                               "Business",
                               "Technical"
                           ]
                       },
                       {
                           "Name": "Level 2",
                           "Approvers": [
                               "Quality"
                           ]
                       }
                   ],
                   "Constraints": [],
                   "Prevent Author Approval": null,
                   "Signatures Required": "true",
                   "Allow Multi Task Approval": null
               }

3. Save your changes, then upload the policy as a new policy or a policy revision.

What's next

Enable the requirement approval integration in qTest to start routing requirements through Vera workflows. You can also check out qTest Requirement Approval for details on routing, approving, and rejecting requirements.