Create and manage QA processes

Quality assurance (QA) processes may be created at the top level or beneath another QA process.

Create a new QA process

1. Open the Business processes () section of the project.

2. Click the Quality assurance tab.

3. To add a QA process to the root level, click Add QA process in the upper-right corner. To add a QA process under an existing QA process, click Add () > QA process.

   The Add a QA process for this project dialog opens.

4. In the Details section, fill out all required fields. Mandatory fields are marked with an asterix (*).

   • Type - (Optional) Select the type of QA process. This is only a drop-down list if you Tenant Administrator has configured additional custom QA process types.

   • Priority - (Optional) Identify the priority of the QA process. The default is Medium. Read the section following this one for more information.

   • Workflow - (Optional) Select a workflow for the QA process to govern its lifecycle. You can always assign the QA process a workflow later if you are unsure which one to choose now. It is not required to select a workflow.

   • Name - Enter a descriptive name or title for the QA process.

   • Assignee - (Optional) Select the person, role, or team responsible for the QA process. The QA process creator (you) is selected by default. You can leave this field blank if you do not yet know who will be responsible for it.

     Note: If you add an item to the QA process that has associated suppliers, those suppliers appear in the list of assignees, in addition to your other project team members.

   • Description - (Optional) Enter any additional information or context for the QA process.

5. (Optional) In the Add Upchain documents section, select the Upchain documents (documents already added to this project) you want to associate with the QA process.

6. (Optional) In the Add items section, associate items with the QA process.

   1. Click Search.

      A new tab in your browser opens to the Advanced search window.

   2. Perform an Advanced search to locate the desired item.

   3. Beside the desired item in the search results, click Copy ().

   4. In the Add a QA process for this project dialog in the Add items section, click Paste.

7. Click Add QA process.

The newly-created QA process becomes visible in the list view, and its status is set to Draft. The QA process assignees receive an email notification.

QA process priorities

A QA process's priority level defines its importance in relation to other QA processes. Ranking your QA processes can help you organize them more effectively. Each priority level has a specific color. The following is a list of priorities and how they might be used in your QA processes list:

• Low (Green) - QA processes that are not urgent and not important.
• Medium (Yellow) - QA processes that are not urgent but important.
• High (Light red) - QA processes that are urgent but not necessarily important.
• Critical (Deep red) - QA processes that are important and urgent.

Edit a QA process

A QA process begins in a Draft state. As long as a QA process is in Draft, it may be edited.

1. From the list of QA processes, select the QA process QA process you want to edit.

   Its detail view opens.

2. Click Edit.

3. Make your changes.

4. Click Save.

The following fields may be changed while the QA process is still in Draft:

• Priority
• Workflow (as long as the workflow hasn't already started)
• Name
• Assignee (the new assignee will receive an email notification)
• Status (if no workflow is assigned)
• Description

Once the workflow has been started, the only fields that are editable are a priority and description.

Delete a QA process

QA processes may be deleted as long as they are still in Draft.

1. From the list of QA processes, select the QA process you want to delete.

   Its detail view opens.

2. Click Delete.

The QA process is now deleted.