Creating a QA Process

  1. Open the QA Processes form.
  2. In the Process field, specify a process template created on the QA Process Definitions form.
  3. Specify a process ID, description, status, and duration (in days).
  4. You may also specify which party owns, and originated, this process ID.
  5. Select start and target dates.
  6. Click the Calculate button to populate the Projected Date field. This date is determined by adding the duration to the start date.
  7. Click the Phases button to open the QA Process Phases form.
  8. Specify a phase number, name, and description.
  9. Select a start and target date.
  10. Create more phases as needed. To insert a sequence between existing sequences, add a new phase with a sequence number between the two sequences in which the new sequence will exist. After adding all new records, save the record, then click Resequence to adjust all sequence numbers to be multiples of 10, as well as arrange all records in sequential order. For example, if you created three sequences for process 1, and numbered them 10, 15, and 20, when you click Resequence, the adjusted sequence numbers will be 10, 20, and 30.
  11. Click the Phase Activity button to open the QA Process Phase Activities form.
  12.  For each activity, specify a sequence number, name, description, and duration (in days).
  13. Create more phase activities as needed. To insert a sequence between existing sequences, add a new activity with a sequence number between the two sequences in which the new sequence will exist. After adding all records, save the record, then click Resequence to adjust all sequence numbers to be multiples of 10, as well as arrange all records in sequential order. For example, if you created three sequences for process 1, and numbered them 10, 15, and 20, when you click Resequence, the adjusted sequence numbers will be 10, 20, and 30.
  14. Open the QA Process Sources form.
  15. Select a process template or process ID.
  16. Specify the items, orders, or jobs that are impacted by this process. This information displays on the QA Processes form.
Note:  To reorder phase or activity sequences, add a new phase with a sequence number between the two sequences in which the new sequence will exist, then click the Resequence button. For example, if you want to add a new phase sequence between 10 and 20, create a new phase with sequence number 15, then click Resequence to adjust the sequence numbers.
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