Quality Assurance View
Review and approve Issues and Content Blocks before including them in your reports.
This feature allows you to quickly differentiate between “I’ve reviewed this one” and “I haven’t reviewed this one yet”.
A summary of the states of Issues and Content Blocks is shown on the Projects page as well so that you have an at-a-glance overview.
Assigning Reviewer Permissions
To restrict who can change the states of Issues and ContentBlocks to "Published", you will need to assign a Reviewer to the project. Admins can always publish Issues and Content Blocks, but Authors would need to be assigned as Reviewers on the project to set states to "Published".
To do so, first Edit the project, click on the Reviewers tab, and assign one or more testers as Reviewers.
You will then see the Reviewer(s) assigned in the Users tab.
Note that the Reviewer function is designed to be optional. If nobody is assigned to be a Reviewer on a given project, then by default everyone is able to review all items in the project.
Review Issues
When your Issues are ready to be reviewed, change the Issue's state from Draft to Ready for Review:
Then, when you navigate to QA in the header, all of the Ready for Review Issues will be displayed and ready for you to edit.
You can add inline comments to the Issue by highlighting the section you want to comment on, and clicking Add Comment. This creates a comment thread so that the discussion for each section can be kept organised.
Edit an Issue and make any required changes before marking the Issue as Published. The Published findings will not appear in the QA view. You will be redirected to the next Ready for Review item.
Review Evidence
As of v5.4.0, Evidence can be reviewed as well as Issues and Content Blocks. When your Evidence is ready to be reviewed, change its state from Draft to Ready for Review.
Then, open the parent Issue from the QA view. An Evidence for Review tab appears next to the Issue content, with a badge showing how many pieces of Evidence on that Issue are waiting on you.
Edit each piece of Evidence and make any required changes before marking it as Published. Only Published Evidence is included when you export your report, so leaving Evidence in Draft or Ready for Review keeps it out of the deliverable even if its parent Issue is Published.
Note that you will only see the parent Issue in the QA view when it is Ready for Review.
Review Content Blocks
When your Content Blocks are ready to be reviewed, change the Content Block's state from Draft to Ready for Review:
Then, when you navigate to QA in the header, all of the Ready for Review Content Block will be displayed and ready for you to edit in the Content Blocks tab.
Edit a Content Block and make any required changes before marking the Content Block as Published. The Published Content Blocks will not appear in the QA view. You will be redirected to the next Ready for Review item.
