Venture

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GE Healthcare

GE – internal

Quality Center eApprove Training

Quality Center Support Team

*NEW* The Quality Center my Learning Exam (GEHC-IT-HCIT44687573)

is only required for validated GxP relevant QC projects

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Scope• QC eApprove and Workflow

Audience• If you intend to use QC for Validation or Qualification

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Objective Upon completion of this training, you should: Have an understanding of the Quality Center Tool Identify modules of Quality Center and it’s functions General Navigation in each module Create a Test Case, add Test Steps Test Case Workflow Create Test Set, add Test Cases Run a Test, link a defect to a Test Run Test Run Workflow Create Defects Defect Workflow Locate Quality Center Help, Documentation, Project Creation and Access support Central requests

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Quality Center Process

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Management Module

Quality Center Modules

Requirements Module

Test Plan Module

Test Resource

Test Lab Module

Defects Module

Dash Board Module

check marks

indicate modules that are

Validated

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Log In Page

1. Enter your SSO ID

2. Enter you SSO password 3. Click the

‘Authenticate’ button

3. Click the ‘Authenticate’

button

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Log In Continued

Click the ‘LogIn’ button

Only the Domains and Projects you have

access to are available in the drop

downs

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Test Plan Module

Test Plan Module

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Test Plan Section Summary

Upon completion of the training for this module, you should be able to:

General Navigation within the Test Plan module Create a Test Folder Create a Test Case Create Test Steps Approve a Test Case Move a Test Case to ‘In Production’ Obsolete a Test Case Revise a Test Case Import a Test Case from Excel

The Test Plan module is a repository where all test cases are loaded. Test cases is where all of the test steps to be executed are stored.

Test Plan Module

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Test Plan Roles• Test Author - Create, Modify Test Case - Add, Modify, Delete Test Steps (in ‘Draft’ status only) - Submit Test Case for review – Move Test Case from Draft to Ready for Approval

• Test Plan Lead - Create Test Folder - Create, Modify, Delete Test Case (in ‘Draft’ status only) - Add, Modify, Delete Test Steps - Submit Test Case for review – Move Test Case from Draft to Ready for Approval - Review and Approve Test Case – Move Test Case from Ready for Approval to Lead Approved

• Project Lead - All the privileges of a Test Plan Lead except approving a Test Case

• Validation/Qualification Manager - Review and Approve Test Case – Move Test Case from Lead Approved to Approved

Test Plan Module

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Glossary of Terms

Test Case – A logical grouping of test steps that verify one or more user/system requirements. Also known as Test Script.

Test Step – An individual step in a Test Case, usually has an expected result and pass or fail status.

Test Folder – Enables grouping of Test Cases. Similar to a Directory.

Test Plan Module

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Test Plan Workflow

The TA/TPL/PL changes the state to Draft and works on Test Cases.

E-Approve applied by Test Author

E-Approve applied by Test Plan Lead

E-Approve applied by Validation/Qualification Manager

Draft

Submit forApproval?

Ready for approval

Approved?

Approved

Approved?

Lead approved

In Production

Obsolete

Lead Rejected

Validation/Qualification

ManagerRejected

Rejection e-mail sent to Test Author

Rejection e-,mail sent to Test Author

No

No

No

No

Yes

Yes

Yes

Test Plan Module

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General Navigation

Test Plan Tool Bar

Test Plan Tree

Test Plan Module

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Creating a New Folder

3. Select “OK” to create new

folder

2. New Folder window is

displayed. Enter Folder

Name.

1. Click on “New Folder”

Test Plan Module

Authorized Roles:

-Test Plan Lead

-Project Lead

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3. Select “OK”.

2. New Test window is

displayed. Select Test

Type and enter Test Name.

1. Click on “New Test”

Authorized Roles:

-Test Author

-Test Plan Lead

- Project Lead

Creating a Test CaseTest Plan Module

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5. Select “OK” to create new test.

4. Required Test Fields window

displayed. Enter in required

details.

Creating a Test Case Continued

Test Plan Module

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Test Case details are

displayed in “Details” tab.

Required Test Fields from

previous window are

filled in here.

Approval Status is “Draft”

Creating a Test Case ContinuedTest Plan Module

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3. Click on “Add New

Step”

1. Click on Test Case that you wish to add

Test Steps to

2. Go to “Design

Steps” tab.

Authorized Roles:

-Test Author

-Test Plan Lead

-Project Lead

Test Plan Module

Creating Test Steps within a Test Case

5. Click on “OK” to

create step

4. Fill in Step Name, Description, Expected

Results, Objective Evidence and Step

Set Up fields

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Test Plan Module

Creating Test Steps within a Test Case

Note: New step is added

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3. Click “OK”

2. Select “Ready for Approval”

Note: Moving away from this screen will cancel this request.

1. Click on “Modify Approval Status”

Authorized Roles:

-Test Author

-Test Plan Lead

-Project Lead

Route a Test Case for Approval

Test Plan Module

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Note: This electronic signature will take the place of a handwritten signature. Note: Moving

away from this screen will cancel this request.

Note: Entering a Username and Password incorrectly in row, will lock the user of the tool. The user will have to close the browser and log back into the project to continue.

Test Plan Module

4. Click check box to

acknowledge signature

6. Select the role that you are approving on

behalf of 7. Click “OK”

5. Enter QC User Name

and Password


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Approval Status changed from “Draft” to “Ready for Approval”


Test Plan Module

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3. Click on “OK”

Note: Selecting “Lead Rejected” will send the status back to “Draft” to be edited by the Test Author/Test Plan Lead/Project Lead


2. To approve select “Lead

Approved” or to reject select

“Lead Rejected”

1. Click “Modify Approval Status”

Authorized Roles:

- Test Plan Lead

Test Plan Module

Approving a Test Case – First Level

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7. Click “OK”


and Password

4. Click check box to acknowledge

signature


behalf of


Note: This electronic signature will take the place of a handwritten signature.


Test Plan Module

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Approval Status changed from “Ready for Approval” to “Lead Approved”


Test Plan Module

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Note: Selecting “V/Q Manager Rejected” will send the status back to “Draft” to be edited by the Test Author/Test Plan Lead/Project Lead


2. To approve select

“Approved” or to reject select “V/Q

Manager Rejected”


Authorized Roles:

-Validation / Qualification Manager

Approving a Test Case - Final

Test Plan Module

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7. Click “OK”

5. Enter QC User Name and

Password


signature

6. Select the role that you are approving on behalf of




Test Plan Module

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Approval Status changed from “Lead Approved” to “Approved”


Test Plan Module

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2. To move to production select “In

Production” to obsolete

select “Obsolete”


Authorized Roles:

-Test Plan Lead

-Project Lead

Moving a Test Case to In ProductionTest Plan Module

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Approval Status changed from “Approved” to “In Production”

Test Plan Module

Moving a Test Case to In Production

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2. Select “Obsolete”


Authorized Roles:

-Test Plan Lead

-Project Lead

Test Plan ModuleObsolete a Test Case

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Approval Status changed from “In Production” to “Obsolete”

Test Plan Module

Obsolete a Test Case

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Test Plan Workflow - Summary

The Test Author changes the state to draft and works on Test Cases.

E-Approve applied by Test Author

E-Approve applied by Test Plan Lead


Draft

Submit forApproval?

Ready for approval

Approved?

Approved

Approved?

Lead approved

In Production

Obsolete

Lead Rejected


ManagerRejected

Rejection e-mail sent to Test Author

Rejection e-,mail sent to Test Author

No

No

No

No

Yes

Yes

Yes

Test Plan Module

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1. Select the Test Case you

want to Revise.

Note: Make sure to select a single Test Case before you click the “Revise” button. If multiple Test Cases are selected by mistake, contact the QC Support team.

2. Click the Revise button

Note: You can revise a Test Case only from the Test Plan Grid view.

Note: Only Test Cases in Approved or In Production can be revised.

Revise a Test Case

Test Plan Module

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Revise a Test CaseTest Plan Module

3. Enter “Revision

Reason” and Click OK.

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Test Plan ModuleRevise a Test Case

4. Click OK

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Test Plan Module

5. Click “Refresh”, if you don’t see the

latest revision.

4. Click OK

Revise a Test Case

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Test Plan Module

6. New revision of the Test Case is

created.

7. Click on Navigate to the Test Plan Tree.

Revise a Test Case

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Test Plan Module

Revision Number based on the Original Test Case Id

The Test Case Id from which this revision was created.

Original Test Case Id in this revision chain

Revise a Test Case

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Import Test Cases from Excel

Test Plan Module

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Test Plan Module

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Test Plan Module

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Test Plan Module

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Test Plan Module

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Test Plan Module

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Import Test Cases from ExcelTest Plan Module

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Test Plan Module

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Test Plan Module

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Test Lab Module

Test Lab Module

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Test Lab Section Summary


General Navigation within the Test Lab module Create a New Test Folder Creating a Test Set Adding a Test Case to a Test Set Approving a Test Set Run a Test, Pass or Fail Test Steps Log a Defect During Testing Completing Manual Testing Approving a Test Run

The Test Lab module is where tests are ran and results are stored. This module is also where reports can be generated to show test results.

Test Lab Module

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Test Lab Roles• Tester - Run Test Instance - Create, Modify Test Run - Pass or Fail Test Step - Submit Test Run for review –Move Test Run from Ready for Run to Ready for Approval

• Test Lab Lead - Create Test Folder - Create, Modify, Delete Test Set ( only in Draft status and with out signatures) - Add Test Case to Test Set - Run Test Instance - Create, Modify Test Run - Pass or Fail Test Step - Submit Test Run for review–Move Test Run from Ready for Run to Ready for Approval

• Project Lead - All the privileges of a Test Lab Lead

• Validation/Qualification Manager - Approve a Test Run – Move Test Run from Ready for Approval to Approved

Test Lab Module

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Glossary of Terms

Test Set – A collection of Test Cases.

Test Instance – An instance of a Test Case in Test Set.

Test Run - Each execution of a Test Instance identified by a unique identifier.

Defect - Any deviation from expected result (May or may not require a code fix). Defects are created during the execution of Test Instances. Also known as TIR (Test Incident Report).

Test Folder – Enables grouping of Test Sets. Similar to a Directory.

Test Lab ModuleTest Lab Module

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Test Lab ModuleGeneral Navigation

Test Lab Tool Bar

Test Set Tree - displays your tests sets hierarchically, grouped in folders

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Test Set Grid - displays your test sets as a

list.

General NavigationTest Lab Module

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Create a New FolderTest Lab Module

Authorized Roles:

-Test Lab Lead

-Project Lead


folder

2. New Folder window is

displayed. Enter Folder

Name.

1. Click on “New Folder”

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Creating a Test SetTest Lab Module


folder

2. New Test Set window is

displayed. Enter Test Set Name and a Description.

1. Click on “New Test

Set”

Authorized Roles:

-Test Lab Lead

-Project Lead

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Adding a Test Case to a Test SetAuthorized Roles:

-Test Lab Lead

-Project Lead

Test Lab Module

1. Select Test Set to add

Test Cases to.

2. Select Test Case to move into Test Set and click on

“Add Tests to Test Set” button.

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Test Lab Module

Adding a Test Case to a Test Set

Test Case is added to Execution Grid

Execution Flow:

Shows the order for the Test Cases to be run in a flow diagram.

Linked Defects:

List of defects created against the current Test Set.

Execution Grid:

List of Test Cases to be Run within the Test Set and their Statuses.

Attachments:

Shows all the attachments for the Test Case.

Automation:

Displays the email notification rules and on failure instructions

Details: Displays the details of the test case

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2. Approval Status window

displayed.Ready for Review –

Pending review before test can

be run.Approved –

Review completed.

Test ready to be Run.

3. Select “OK”.


Approving a Test Set

Test Lab Module

Authorized Roles:

- Test Lab Lead

-Project Lead

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Test Lab Module

Test Set status is “Ready for Review”

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Test Lab Module


2. Approval Status window

displayed.Select

Approved.

3. Select “OK”.Note: If one or more Test Cases in a Test Set are not in Approved or In Production state, the Test Set cannot be Approved.


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Test Lab Module

Test Set status is “Approved”.


Test Lab WorkflowTest Lab Module

Tester executes step, add attachments, selects pass or fail

E-Approve applied by Tester


Ready forRun

Run SessionComplete?

Approve?

Ready forApproval

RunComplete?

Approved


ManagerRejected

Rejection email sent to tester

No

No

No

Yes

Yes

Yes

Tester changes the state

to Ready for Run and reruns the case

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Authorized Roles:

- Tester

- Test Lab Lead

- Project Lead

1. Click on “Run”

Test Lab ModuleRun a Test

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Approval Status of Test Run is “Ready for Run”

Run name, Tester ID, Exec Date and Exec Time automatically filled in.

2. Click on “Begin Run”

Run a Test

Test Lab Module

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Run a Test

To Pass Selected step click here or change Execution Status to Passed.

To Fail Selected step click here or change Execution Status to Failed.

To add a Defect to a Test Step click here.

Test Lab Module

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Test Lab ModulePass a Test Step

3. Enter “Actual Result”

from test.

4. Select “Pass

Selected” button.

Note: Execution Status for that step changed to “Passed”.

Test Lab Module

Authorized Roles:

- Tester

- Test Lab Lead

- Project Lead

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Fail a Test Step

5. Enter “Actual

Result” from test.

6. Select “Fail Selected” button.

Note: Execution Status for that step changed to “Failed”.

Test Lab Module

Authorized Roles:

- Tester

- Test Lab Lead

- Project Lead

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Log a Defect During Testing

1. Select “Add a Defect” button. 2. Enter

details for all mandatory

fields marked in red.

Note: Details from Manual Runner automatically populated in Description field.

3. Click on “Submit” to create

new defect.

Test Lab Module

Authorized Roles:

- Tester

- Test Lab Lead

- Project Lead

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Authorized Roles:

- Tester

-Test Lab Lead

- Project Lead

1. Click on “End Run”

button.

2. Complete e-Approve.


Test Lab Module

End a Test Session

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Test Instance Execution Status is Failed because a Test Step was Failed.

Test Lab ModuleEnd a Test Session

1. Double Click on the Test Instance to open

Test Instance Properties.

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Approving a Test Run – First LevelTest Lab Module

Test Run with Approval Status is Ready for Run is displayed.

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Test Lab ModuleApproving a Test Run First Level

2. Click on “Modify Approval Status” button.

3. Select “Ready for Approval”

and Click submit button

Authorized Roles:

- Tester

- Test Lab Lead

- Project Lead

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Test Lab Module

Test Run with Approval Status is “Ready for Approval” is displayed.

Approving a Test Run – First Level

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Test Lab Module

5. Select “Approved” and Click ok button

4. Click on “Modify Approval Status” button.

Approving a Test Run – FinalAuthorized Roles:

-Validation/Qualification Manager

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Test Lab Module Approving a Test Run - Final



7. Enter SSO User Name

and Password

Note: This electronic approve will take the place of a handwritten signature.



9. Click “OK”

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Test Lab Module Approving a Test Run - Final

The Test Run Approval Status is changed to Approved.

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RejectionTest Lab Module

Note: You need to enter a “Rejection Reason” when you reject Test Run.

Test Lab Workflow - SummaryTest Lab Module

Tester executes step, add attachments, selects pass or fail

E-Approve applied by Tester


Ready forRun

Run SessionComplete?

Approve?

Ready forApproval

RunComplete?

Approved


ManagerRejected

Rejection email sent to tester

No

No

No

Yes

Yes

Yes

Tester changes the state to

Ready for Run and reruns the case

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Defects Module

Defects Module

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Defects Section Summary


General Navigation within the Defects module Add a Defect Assign a Defect to be Resolved Resolve a Defect Verify a Defect’s Resolution Close a Defect

The Defects module is where defects found while testing are logged, assigned to a resolver and resolved.

Defects Module

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Defect Roles

• Defect Lead - Add, Modify Defect - Assign Defect to Defect Resolve - Move Defect from New to Open, New to Closed, Open to Closed

• Defect Resolver - Add, Modify Defect - Move Defect from Open to Resolved

• Tester, Test Lab Lead - Add, Modify Defect - Move Defect from Resolved to Resolution Verified

• Validation/Qualification Manager - Move Defect from Resolution Verified to Closed

Defects Module

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Glossary of Terms

Defect - Any deviation from expected result (May or may not require a code fix). Defects are created during the execution of Test Instances. Also known as TIR (Test Incident Report).

Defects Module

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Defects WorkflowDefects Module

E-approve applied by defectLead (Only for new to open

transition)

E-approve applied by Tester

E-approve applied by Validation/Qualification

Manager

E-approve applied by defectLead (New to Close and Open

To close transition

A defect can transition to ‘Waiting on user’ from The Status New, open, Tester Rejected and

Validation/Qualification Manager Rejected

New

DefectResolved

Open

Resolved

Resolution Verified

Closed

Tester Rejected

Waiting on user

Open Defect

Verify Resolution

Works?

Approve?


ManagerRejected

Rejection email sent to Defect Lead and

Defect Resolver

Defect Lead changes the state to Open and assigns it to the Defect Resolver

Defect opened by mistake, Duplicate defect etc.,


Defect Resolver

Yes

Yes

Yes

Yes

No

No

No

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General NavigationDefects Module

Defects Grid: List of defects in a project.

Defects Tool Bar

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3. Click on “Submit”

1. Click on “New Defect”

2. Enter in details of defect for mandatory

fields marked in red.

Add a Defect

Defects Module

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Note: Defect was added to Defect List with an automatically assigned Defect ID

Add a DefectDefects Module

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Assign a Defect

Authorized Roles:

- Defect Lead

1. Double Click on New

Defect

Note: The Defect Lead can only perform the following tasks in order to Open the Defect.

Defects Module

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Assign a DefectDefects Module

Note: After selecting the person to “Assign To” the Defect Lead can choose whether to notify that person or not.


Note: Select the severity level from the dropdown list.

2. Assign the resolution of the

Defect to the appropriate

person

Note: The “Assigned To” and “Severity” fields are mandatory in order to move the Defect to “Open”

3. Select the Severity of the Defect

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7. Click “OK”

6. Select Defect Approval Status

window displayed. Select “Open”.


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11. Click “OK”








and Password

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Note: Defect moved from “New” to “Open” status.


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Resolve a DefectDefects Module

1. Double Click on Defect

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Resolve a Defect

Authorized Roles:

- Defect Resolver

3. State the Evaluation

completed on the defect.

2. State the Correction taken

to resolve the defect.

Note: The “Correction” and “Evaluation” fields are mandatory before the Defect Resolver can move the Defect to “Resolved” status.


Defects Module

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Authorized Roles:

- Defect Resolver

6. Select Defect

Approval Status window

displayed. Select

“Resolved”.

7. Click “OK”



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Note: Defect moved from “Open” to “Resolved” status.


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3. Click “OK”

Note: Selecting “Tester Rejected” sends the Defect back to the “Open” status.

2. Select Defect Approval Status

window displayed. Select “Resolution

Verified”.

1. Click on “Modify Approval

Status”

Authorized Roles:

- Tester

- Test Lab Lead

Verify a Defect’s ResolutionDefects Module

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behalf of

7. Click “OK”


and Password


signature

Authorized Roles:

- Tester

- Test Lab Lead

Verify a Defect’s Resolution



Defects Module

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Note: Defect moved from “Resolved” to “Resolution Verified” status.

Verify a Defect’s Resolution

Defects Module

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Close a Defect

Authorized Roles:

- Validation / Qualification Manager

2. Select Defect

Approval Status window

displayed. Select

“Closed”.

3. Click “OK”

1. Click on “Modify Approval

Status”

Note: Selecting “V/M Manager Rejected” sends the Defect back to the “Open” status.

Defects Module

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Close a Defect

Authorized Roles:

- Validation / Qualification Manager




and Password

Note: This electronic approve will take the place of a handwritten signature.Note: Moving away from this screen will cancel this request.


7. Click “OK”

Defects Module

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Defects Workflow - SummaryDefects Module

E-approve applied by defectLead (Only for new to open

transition)

E-approve applied by Tester

E-approve applied by Validation/Qualification

Manager

E-approve applied by defectLead (New to Close and Open

To close transition

A defect can transition to ‘Waiting on user’ from The Status New, open, Tester Rejected and

Validation/Qualification Manager Rejected

New

DefectResolved

Open

Resolved

Resolution Verified

Closed

Tester Rejected

Waiting on user

Open Defect

Verify Resolution

Works?

Approve?


ManagerRejected


Defect Resolver

Defect Lead changes the state to Open and assigns it to the Defect Resolver

Defect opened by mistake, Duplicate defect etc.,


Defect Resolver

Yes

Yes

Yes

Yes

No

No

No

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Thank you

Venture

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