Checking Quality Assurance in the Portal

This chapter describes how quality assurance is performed in the Infinity Process Platform Portal.

To run the example process, start your server and deploy the model. For details on how to deploy a model, please refer to chapter Deploying a Workflow Model of the Support Case Example. Proceed with the following sections:

Creating the Users

First we create two users, a performer of the activity and a performer of the quality assurance.

  1. Start the Infinity Process Platform Portal as described in the chapter Logging in the Infinity Portal of the End User Handbook. Login as administrator (motu/motu). You can use the Shift-F8 short key.
  2. Switch to the Participant Manager View of the Administration Perspective.
  3. Create a user e.g. Robert Doodle and assign him to the role Accountant.
  4. Create another user e.g. Frank Cityman and assign him to the role QA Operator.

For details on how to create users and assign them to roles, refer chapter Creating and Editing User Accounts of the Infinity Portal documentation.


Figure: Create the users.

Starting Activity Instances

  1. Logout and login again as user Robert Doodle.
  2. In the Workflow Perspective, start the available process QAUseFormula.

  3. Enter a valid account number and account name.

  4. Complete the activity.

Go back to the worklist view and start another process instance of QAUseFormula. Now enter an invalid entry for the account number, e.g. 123456, which has more than 4 digits and complete the activity.

Invalid Account Number
Figure: Enter an invalid account number.

Again start another process instance of QAUseFormula. Now enter an empty entry for the account name and complete the activity.

Invalid Account Name
Figure: Enter an invalid account name.

Checking the Quality Assurance Operators Worklist

Logout and login as user Frank Cityman having the quality assurance operator role. Switch to the Workflow Execution Perspective.

In the My Assignments section, there are three items in the worklist. Click on the 3 item(s) entry to open the worklist view.

Open the Worklist View.
Figure: Open the Worklist View.

In the worklist view, you see two activity instances marked with the icon for being in quality assurance, in our case awaiting to be reviewed. These are the activity instances, where an invalid name and an invalid number was entered. The quality assurance formula added in the activity property page has checked these values and returned true as quality assurance is needed.

QA Activities
Figure: Activities marked for quality assurance.

Passing a Activity Instance

We activate the activity instance, where we entered an invalid account number.

Activate QA Activity 1
Figure: Activate the first Quality Assurance Activity.

The activity execution view opens. No we correct the number and pass the activity:

  1. Correct the number by using four digits, e.g. 1234.
  2. In the toolbar of the activity execution panel, click the Pass QA icon to pass quality assurance.

    Pass QA

  3. The Pass Quality Assurance dialog opens.
  4. Select Yes to confirm that corrections were made.

    QA Dialog

  5. Click Pick From List to choose a predefined error code.

    QA Dialog

  6. Select error ERR_101 for invalid account number.

    QA Dialog Error Code

  7. Add a note, e.g. about the correction, in the Add Note section.

    QA Dialog Note

  8. Click OK.

Refer to chapter Executing Quality Assurance Activities in the End User Handbook for details on the option to pass or fail quality assurance activities.

In the worklist view, you can now see that the activity is passed and the activity following, Next Activity, is in the worklist.

Worklist with passed activity.
Figure: Worklist with the passed activity.

Failing a Quality Assurance Activity Instance

We activate the next activity instance awaiting quality assurance, where we entered an empty account name.

Activate QA Activity 1
Figure: Activate the first Quality Assurance Activity.

The activity execution view opens. No we will not correct the name and fail the activity quality assurance. The activity should be delegated back to the original performer.

  1. In the toolbar of the activity execution panel, click the Fail QA icon to fail quality assurance.

    Fail QA

  2. The Fail Quality Assurance dialog opens.

    QA Fail Dialog

  3. Click Pick From List to choose a predefined error code.

    QA Dialog

  4. Select error ERR_102 for invalid account name.

    QA Dialog Error Code

  5. Add a note, e.g. about the reason for the failure, in the Add Note section.
  6. Leave the Assign To Last Activity Performer option selected.

    QA Dialog Note

  7. Click OK

In the worklist view, you can now see that the activity instance, which has been failed for quality assurance is removed from the worklist of the QA Operator role..

Worklist after failing activity.
Figure: Updated Worklist after failing quality assurance.

Completing the Activity with correct Values

  1. Logout and login again as user Robert Doodle.
  2. In the My Assignments section of the Workflow Perspective, you can see one item.
  3. Click on the entry to open the worklist view for this item.

    See Worklist

  4. In the worklist, the activity instance is marked with the icon Failed QA for failed quality assurance.

    Worklist

  5. Click on the Notes icon to open the Notes view.

    Notes View

  6. The Notes Preview displays the note that was added during quality assurance failure.

    Notes View

Now perform the activity again with correct entries.

  1. Activate the activity marked for failed quality assurance.

    Reactivate Activity

  2. In the toolbar of the activity execution pane, click on the error code icon to view the error code for the failure:

    Display Error Code

  3. Enter valid entries and complete the activity.

Viewing the Workflow in the Process History

Now open the Process Details view of the last process to have a look at the actions performed on the activity instance, for which we entered an invalid account name.

  1. Open the Process Details view, e.g. by clicking the process in the Control Center - Process Manager View.
  2. Switch to the Process History Activity Table.

For details on the table and how quality assurance states are displayed there, refer to chapter Viewing the Tree of Activities in a specific Process of the End User Handbook.

Process History
Figure: Process History

In this table, we can review the workflow cycle:

  1. Create Account was activated and completed by user Robert Doodle.
  2. A new activity instance was created for Create Account as quality assurance activity. This is indicated with the overlay icon on the activity.
  3. This quality assurance activity instance was assigned to user Frank Cityman as he has the role, which was selected as quality assurance performer.
  4. Frank Cityman activated the activity instance.
  5. He added a note for the quality assurance failure reason.
  6. After the quality assurance activity instance was completed by failing the quality assurance, a new activity instance is created and reassigned to the last performer, who is Robert Doodle.
  7. He activated and completed the activity with correct values.
  8. Again, an activity instance is created for quality assurance and assigned to the quality assurance performer Frank Cityman.
  9. He passes the quality assurance for the activity and the subsequent activity is activated (suspended).