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Add and manage QA process items

The process for adding and managing items is the same for both quality assurance (QA) processes and QA tasks.

Associate an item to a QA process or task

  1. From the list of QA processes, select the QA process (or task) to which you want to associate an item.

    Its details view opens.

  2. Open the Items (items tab) tab.

  3. Click Add.

    The QA process name - add items window opens.

  4. Click Search.

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

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

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

  7. In the QA name - add items window, click Paste.

The item is added to the QA process (or task) and is viewable in the items tab.

Note: If you already had the item copied to your clipboard, you may paste is straight away without performing an Advanced search.

Remove an associated item from a QA process or task

  1. From the list of QA processes, select the QA process (or task) from which you want to remove an item.

    Its details view opens.

  2. Open the Items (items tab) tab.

  3. Beside the item you want to remove, click Delete (Document_Delete_icon).

The item is removed from the QA process (or task).

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