randall_siebert
12 years agoOccasional Contributor
How to do Test approval? - workflow and email alert problems
Our industry is heavily regulated and we need to show that our tests have been reviewed and approved.
We envision having two levels of review:
I created two custom fields to assign these roles to users.
I created two more custom fields for their commments.
And I created 2 custom fields to record the result of the review (Not Reviewd/Pass/Fail)
I had hoped that our process could then go as follows:
Seemed like a nice idea but I cannot find any way to get the email to be sent to the appropriate people. I can get 'broadcast' email but nothing going to just the reviewers and assigned person.
Would it be better to modify the workflow to add 'Peer Review' and 'Tech Review' status and then change the 'Assigned' field to each reviewer in turn?
That would slow things down since both reviews could not occur at the same time.
Suggestions would be most appreciated on approval workflow and targeting email alerts.
We envision having two levels of review:
Peer review for structure and general content
Technical review for requirements coverage
I created two custom fields to assign these roles to users.
I created two more custom fields for their commments.
And I created 2 custom fields to record the result of the review (Not Reviewd/Pass/Fail)
I had hoped that our process could then go as follows:
Assign peer and technical reviewers
Move test to 'Awaiting Approval'
Reviewers get email saying that they need to do their work
Person assigned to test gets email when reviews are done
Assigned person moves test to Approved (or fixes things and goes back for second review)
The history for the test shows exactly who did everything and when.
Seemed like a nice idea but I cannot find any way to get the email to be sent to the appropriate people. I can get 'broadcast' email but nothing going to just the reviewers and assigned person.
Would it be better to modify the workflow to add 'Peer Review' and 'Tech Review' status and then change the 'Assigned' field to each reviewer in turn?
That would slow things down since both reviews could not occur at the same time.
Suggestions would be most appreciated on approval workflow and targeting email alerts.