qTest Requirement Approval

This feature uses new workflow capabilities and allows users to manage requirements in qTest through Vera workflows.

When Requirement Approval is enabled in qTest, see Enable Vera integration in qTest. Vera Workflow is used to transition Requirement Statuses with the Action button in qTest. The Action button includes state transitions available for the current record state including Route for Approval and Withdraw Approval transitions. The Default Workflow is used for Requirements but you can replace the Workflow based on your business needs.

Before you start

Configure Vera Records Management Policy with a qTest Requirement and at least one Route Template in the Approval Policy for the qTest Requirement. For more detail, see Configure qTest requirement approval.

Create a requirement

When you create a requirement in qTest, the following actions occur automatically:

  1. Vera creates a corresponding record and links it to associated records and releases.

  2. The VERA ID field populates with a unique identifier.

  3. The Vera Approval Status is set to the default workflow state.

  4. The Actions button displays available state transition buttons based on your current workflow state.

Route a requirement for approval

Routing a requirement locks it from editing and starts the approval workflow. Approvers receive notifications and can access the requirement through their approval queue.

To route a requirement for approval, follow these steps:

  1. Open your requirement in qTest.

  2. Select the state transition from the Action button to start the approval process.

After routing the requirement for approval, the following changes occur:

  • The qTest defect becomes locked and can't be modified in the qTest UI.

  • The Vera Pending Tasks field shows the users or groups assigned to approve the defect.

  • The Vera Approval Route field displays the approval tasks and their status.

Complete an approval task

As an approver, you review requirements and decide to approve or reject them. You can access approval tasks from qTest or the Vera Web Portal.

To complete an approval task, follow these steps:

  1. Access the approval task:

    • From qTest: Click the approval task link in the Vera Approval Route field.

    • From Web Portal: Go to your Approval queue and select the requirement approval task.

  2. Review the defect details and choose:

    • Approve: Accept the requirement and move it to the next stage in the workflow.

    • Reject: Decline the requirement and provide a reason in the Vera Rejection Reason field.

  3. Submit to complete the approval task.

Withdraw or cancel approval

You can cancel approval routing to unlock the requirement for editing. Use the state transition from the Action button to cancel the current approval process.

What's next

Manage workflows to tailor approval processes to your organization's needs. You can also View record detail to track requirement approval status and history.