Quick Guide (QA Team)

The QA team will be working across approvals for many routes to market and whilst the process is largely similar for all workflows, there are some key differences.

The general workflow for QA is as follows:

  • Work Item has status Sent for QA Approval and is allocated to Unallocated QA.
  • QA Team Lead or QA team member allocates work item to a specific user.
  • *Optional - QA submits queries to account manager before approving.
  • QA team member completes approval.

This article will explain these steps in more detail and the differences between the workflows.

Use the workflow diagrams{{Workflow Diagrams}}, for more context of your place within the various workflows.

Work Item Allocation

Before approvals can begin, the work must be allocated to a specific user (either by that user or by the QA team lead).

The work to be approved is represented by a Work Item in the system. It will have the status Sent for QA Approval, and be allocated to Unallocated QA.

Steps for allocating a Work Item:

  1. Open the one of the QA job boards, by clicking  in the top right corner of the page.
    • The Unallocated QA board shows all unallocated QA work items by date.
    • The QA by RTM board shows all work items with status In QA, AM Queries, AM queries answered, QA Rejected or QA Approved grouped by route to market.
    • The QA Statuses board shows the same work items, grouped by status.

  1. Open the work item in question, by clicking its name.

  1. Allocate the work item to the correct user using the Assigned to drop down menu in the Details tab.

Pre-Approval Queries

For all workflows, you can add queries to the work item before approving/rejecting, but the mechanism for doing so differs slightly between two groups: Email & Display and all others (Print, Press, DM or Design Production).

Print, Press & DM, Design Production

First of all change the work item status to In QA.

To add queries, click the  to open the pending approval page (this icon will only appear when you have approvals pending).

Next, click Review/Approve to open the approvals page.

Click Annotate to open the annotations tool and then follow these steps to add annotations:

  • Click either of the buttons labeled New Annotation
  • Use the drawing tools to markup the file, or add comments on the right hand side
  • Close the browser window/tab - this will save your comments for others to see.

Once you've saved your queries, update your timesheet (click here{{Timesheets}} to learn how) and change the work item status to AM Queries.

The Account Manager will then use the same process to add their own annotations and once they change the status back to AM Queries Answered, you can continue on your path to approval.

Email and Display

With Email or Display, you are not working with static files but external links, so there is a different method of communicating queries.

As before, first change the status of the Work Item to In QA and navigate to the same Review/Approve page as seen above{/s}.

Then, to add queries, you have to use the notes/inline images to add your queries and then reject the approval.

Then, update your timesheet{/s} and change the status of the work item to AM Queries.

The Account Manager will decide if additional rework is required, if not they will reply to your queries in the Revisions tab of the work item and send it back for QA approval.

You will be able to view these comments either on the Review/Approve page where you left your initial queries, under the Revision tab, or on the Revisions tab for the work item.

Approval

Print, Press & DM, Design Production

Once you have had your queries answered by the AM you can then approve or reject the file, through the same Review/Approve page as above{/s}.

If you approve, the process is over, since approving the file automatically changes the work item status to QA Approved.

If you reject the file, simply use the annotate feature to add the rejection details and again your work is done, as choosing to reject will automatically trigger three events:

  1. a work item revision is created,
  2. the work item status is change to QA Rejected and
  3. the work item is auto-allocated to Unallocated User (specific user type dependent on workflow, e.g. Unallocated Print User for Print workflow).

Email and Display

The process for approving a file in Email or Display is the same as above, simply approve and the work item status is automatically updated to QA Approved.

However, when rejecting you have two options:

  1. reject due to AM Queries, as discussed above
  2. reject for developer rework.

Both of these options will automatically trigger the creation of a work item revision and for the work item status to change to QA Rejected.

When rejecting for dev rework, you then have to create a task{{Creating a Task}}, assign it to the same dev who produces the work initially and lastly change the work item status to Allocated.

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