Defining a QA Process Template

  1. Open the QA Process Definitions form.
  2. Define a process type by specifying a name, description, and duration (in days).
  3. Save the record, then click the Phases button to open the QA Process Phase Definitions form.
  4. Create the QA phases for the selected process type by specifying the sequence number, name, description, and duration (in days). 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.
  5. 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.
  6. When you are satisfied with the existing process phase definitions, click the Activities button to open the QA Process Phase Activities Definitions form
  7. Define the phase activities by specifying a sequence number, name, description, and duration (in days).
  8. Save the record and close the form.
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