1. GE Healthcare
Quality Center eApprove Training
*NEW* The Quality Center my Learning Exam (GEHC-IT-HCIT44687573)
is only required for validated GxP relevant QC projects
Quality Center Support Team
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GE – internal

2. Scope
• QC eApprove and Workflow
Audience
• If you intend to use QC for Validation or Qualification
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3. Objective
Upon completion of this training, you should:
 Have an understanding of the Quality Center Tool
 Identify modules of Quality Center and it’s functions
 General Navigation in each module
 Create a Test Case, add Test Steps
 Test Case Workflow
 Create Test Set, add Test Cases
 Run a Test, link a defect to a Test Run
 Test Run Workflow
 Create Defects
 Defect Workflow
 Locate Quality Center Help, Documentation, Project
Creation and Access support Central requests
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4. Quality Center Process
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5. Quality Center Modules
Management Requirements
Module Module
Test Plan Test Resource
Module
check marks
indicate
modules that
are Validated Test Lab Defects
Module Module
Dash Board
Module
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6. Log In Page
1. Enter your SSO ID
2. Enter you SSO
password 3. Click the
3. Click the
‘Authenticate’
‘Authenticate’
button
button
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7. Log In Continued
Only the Domains and
Projects you have access to
are available in the drop
downs
Click the ‘LogIn’
button
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8. Test Plan Module
Test Plan Module
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9. Test Plan Module
Test Plan Section Summary
The Test P m
lan odule is a repository where all test cases are
loaded. Test cases is where all of the test steps to be
executed are stored.
Upon completion of the training for this module, you
should be able to:
 General Navigation within the Test Plan module
 Create a Test Folder
 Create a Test Case
 Create Test Steps
 Approve a Test Case
 Move a Test Case to ‘In Production’
 Obsolete a Test Case
 Revise a Test Case
 Import a Test Case from Excel 9/
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10. Test Plan Module
Test Plan Roles
• Test Author
- Create, Modify Test Case
- Add, Modify, Delete Test Steps (in ‘Draft’ status only)
- Submit Test Case for review – Move Test Case from Draft to Ready for Approval
• Test Plan Lead
- Create Test Folder
- Create, Modify, Delete Test Case (in ‘Draft’ status only)
- Add, Modify, Delete Test Steps
- Submit Test Case for review – Move Test Case from Draft to Ready for Approval
- Review and Approve Test Case – Move Test Case from Ready for Approval to
Lead Approved
• Project Lead
- All the privileges of a Test Plan Lead except approving a Test Case
• Validation/Qualification Manager
- Review and Approve Test Case – Move Test Case from Lead Approved to
Approved
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11. Test Plan Module
Glossary of Terms
Test Case – A logical grouping of test steps that verify one or more
user/system requirements. Also known as Test Script.
Test Step – An individual step in a Test Case, usually has an expected
result and pass or fail status.
Test Folder – Enables grouping of Test Cases. Similar to a Directory.
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12. Test Plan Module
Test Plan Workflow
Draft
The TA/TPL/PL
Submit for No
changes the
Approval?
state to Draft and
E-Approve applied by Test Author Yes works on Test
Cases.
Ready for
approval
E-Approve applied by Test Plan Lead Lead
No
Approved? Rejected
Yes
Rejection e-mail sent to Test Author
Lead
E-Approve applied by approved
Validation/Qualification Manager Validation/
No Qualification
Approved? Manager
Yes Rejected
No
Approved
Rejection e-,mail sent to Test Author
In
Production
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13. Test Plan Module
General Navigation
Test Plan Tool
Bar
Test Plan Tree
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14. Test Plan Module
Creating a New Folder
Authorized Roles:
-Test Plan Lead
1. Click on “New -Project Lead
Folder”
2. New Folder
window is displayed.
Enter Folder Name.
3. Select “OK” to
create new folder
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15. Test Plan Module
Creating a Test Case
Authorized Roles:
-Test Author
1. Click on -Test Plan Lead
“New Test” - Project Lead
2. New Test
window is
displayed.
Select Test Type
and enter Test
Name.
3. Select “OK”.
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16. Test Plan Module
Creating a Test Case Continued
4. Required Test Fields
window displayed.
Enter in required details.
5. Select “OK” to
create new test.
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17. Test Plan Module
Creating a Test Case Continued
Approval Status is
“Draft”
Test Case details
are displayed in
“Details” tab.
Required Test
Fields from
previous window
are filled in here.
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18. Test Plan Module
Creating Test Steps within a Test Case
Authorized Roles:
-Test Author
1. Click on Test Case that
2. Go to “Design -Test Plan Lead
Steps” tab.
you wish to add Test -Project Lead
Steps to
4. Fill in Step Name,
3. Click on Description, Expected
“Add New Results, Objective Evidence
Step” and Step Set Up fields
5. Click on “OK”
to create step
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19. Test Plan Module
Creating Test Steps within a Test Case
Note: New step is
added
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20. Test Plan Module
Route a Test Case for Approval
Authorized Roles:
1. Click on
-Test Author
“Modify Approval -Test Plan Lead
Status”
-Project Lead
Note: M oving
away from this
screen will cancel
this request.
2. Select “Ready
3. Click “OK” for Approval”
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21. Test Plan Module
Route a Test Case for Approval Note: Entering a Usernam e
and P assword incorrectly
in row, will lock the user of
the tool. The user will have
Note: This electronic
to close the browser and
signature will take
log back into the project to
the place of a
continue.
handwritten
signature.
Note: M oving away
4. Click check
from this screen
box to will cancel this
acknowledge request.
signature
5. Enter QC User
Name and
elect the role that
Password
u are approving on
behalf of
7. Click “OK”
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22. Test Plan Module
Route a Test Case for Approval
Approval Status changed
from “Draft” to “Ready for
Approval”
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23. Test Plan Module
Approving a Test Case – First Level
Authorized Roles:
- Test Plan Lead
1. Click “Modify
Approval Status”
2. To approve select
“Lead Approved” or to
reject select “Lead
Rejected”
Note: M oving away
from this screen will
cancel this request.
3. Click on Note: S electing “Lead
“OK” R ejected” will send the
status back to “Draft” to
be edited by the Test
Author/ Test Plan
Lead/ roject L
P ead
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24. Test Plan Module
Approving a Test Case – First Level
Note: This
electronic signature
will take the place
4. Click check box to
of a handwritten acknowledge
signature. signature
Note: M oving away
from this screen will
cancel this request.
5. Enter QC User
Name and
6. Select the role that Password
you are approving on
behalf of 7. Click “OK”
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25. Test Plan Module
Approving a Test Case – First Level
Approval Status
changed from “Ready
for Approval” to “Lead
Approved”
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26. Test Plan Module
Approving a Test Case - Final
Authorized Roles:
-Validation /
1. Click “Modify
Approval Status” Qualification Manager
2. To approve
select
“Approved” or
to reject select
“V/ Manager
Q
Rejected”
Note: M oving away
from this screen
will cancel this
3. Click on request.
“OK”
Note: S electing “V/ M
Q anager
Rejected” will send the status
back to “Draft” to be edited by
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27. Test Plan Module
Approving a Test Case - Final
4. Click check box to
Note: This electronic acknowledge signature
signature will take
the place of a
handwritten
signature.
Note: M oving away
fromthis screen will
cancel this request. 5. Enter QC User
Name and Password
6. Select the role
that you are
approving on
7. Click “OK”
behalf of
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28. Test Plan Module
Approving a Test Case - Final
Approval Status
changed from “Lead
Approved” to
“Approved”
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29. Test Plan Module
Moving a Test Case to In Production
Authorized Roles:
-Test Plan Lead
1. Click “Modify
-Project Lead
Approval Status”
2. To move to
production select
“In Production”
to obsolete select
“Obsolete”
3. Click on “OK” Note: M oving away
from this screen will
cancel this request.
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30. Test Plan Module
Moving a Test Case to In Production
Approval Status
changed from
“Approved” to “In
Production”
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31. Test Plan Module
Obsolete a Test Case
Authorized Roles:
-Test Plan Lead
-Project Lead
1. Click “Modify
Approval Status”
2. Select
“Obsolete”
3. Click on “OK” Note: M oving away
from this screen will
cancel this request.
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32. Test Plan Module
Obsolete a Test Case
Approval Status
changed from “In
Production” to
“Obsolete”
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33. Test Plan Module
Test Plan Workflow - Summary
Draft
The Test Author
Submit for No
changes the
Approval?
state to draft and
E-Approve applied by Test Author Yes works on Test
Cases.
Ready for
approval
E-Approve applied by Test Plan Lead Lead
No
Approved? Rejected
Yes
Rejection e-mail sent to Test Author
Lead
E-Approve applied by approved
Validation/Qualification Manager Validation/
No Qualification
Approved? Manager
Yes Rejected
No
Approved
Rejection e-,mail sent to Test Author
In
Production
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34. Test Plan Module
Revise a Test Case
Note: Only Test Cases in
Approved or In Note: You can revise a
Production can be Test Case only from the
revised. Test P Grid view.
lan
2. Click the Revise
button
1. Select the Test
Case you want to
Revise. Note: M sure to select a single Test Case
ake
before you click the “Revise” button. If
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35. Test Plan Module
Revise a Test Case
3. Enter “Revision
Reason” and Click
OK.
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36. Test Plan Module
Revise a Test Case
4. Click OK
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37. Test Plan Module
Revise a Test Case
5. Click “Refresh”, if you 4. Click OK
don’t see the latest
revision.
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38. Test Plan Module
Revise a Test Case
7. Click on Navigate
to the Test Plan
Tree.
6. New revision of the
Test Case is created.
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39. Test Plan Module
Revise a Test Case
Revision Number
based on the
Original Test Case
Id
The Test Case Id
from which this Original Test
revision was Case Id in this
created. revision chain
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40. Test Plan Module
Import Test Cases from Excel
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41. Test Plan Module
Import Test Cases from Excel
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42. Test Plan Module
Import Test Cases from Excel
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43. Test Plan Module
Import Test Cases from Excel
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44. Test Plan Module
Import Test Cases from Excel
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45. Test Plan Module
Import Test Cases from Excel
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46. Test Plan Module
Import Test Cases from Excel
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47. Test Plan Module
Import Test Cases from Excel
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48. Test Plan Module
Import Test Cases from Excel
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49. Test Plan Module
Import Test Cases from Excel
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50. Test Plan Module
Import Test Cases from Excel
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51. Test Plan Module
Import Test Cases from Excel
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52. Test Plan Module
Import Test Cases from Excel
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53. Test Plan Module
Import Test Cases from Excel
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54. Test Plan Module
Import Test Cases from Excel
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55. Test Lab Module
Test Lab Module
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56. Test Lab Module
Test Lab Section Summary
The Te s t La b m o d ule is whe re te s ts a re ra n a nd re s ults a re
s to re d . This m o d ule is a ls o whe re re p o rts c a n be g e ne ra te d to
s ho w te s t re s ults .
Upon completion of the training for this module, you should be able to:
 General Navigation within the Test Lab module
 Create a New Test Folder
 Creating a Test Set
 Adding a Test Case to a Test Set
 Approving a Test Set
 Run a Test, Pass or Fail Test Steps
 Log a Defect During Testing
 Completing Manual Testing
 Approving a Test Run
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57. Test Lab Module
Test Lab Roles
• Tester
- Run Test Instance
- Create, Modify Test Run
- Pass or Fail Test Step
- Submit Test Run for review –Move Test Run from Ready for Run to Ready
for Approval
• Test Lab Lead
- Create Test Folder
- Create, Modify, Delete Test Set ( only in Draft status and with out signatures)
- Add Test Case to Test Set
- Run Test Instance
- Create, Modify Test Run
- Pass or Fail Test Step
- Submit Test Run for review–Move Test Run from Ready for Run to Ready for
Approval
• Project Lead
- All the privileges of a Test Lab Lead
• Validation/Qualification Manager
- Approve a Test Run – Move Test Run from Ready for Approval to Approved 57 //
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58. Test Lab Module
Test Lab Module
Glossary of Terms
Test Set – A collection of Test Cases.
Test Instance – An instance of a Test Case in Test Set.
Test Run - Each execution of a Test Instance identified by a unique identifier.
Defect - Any deviation from expected result (May or may not require a code fix).
Defects are created during the execution of Test Instances. Also known as TIR
(Test Incident Report).
Test Folder – Enables grouping of Test Sets. Similar to a Directory.
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59. Test Lab Module
General Navigation
Test Lab Tool Bar
Test Set Tree - displays
your tests sets
hierarchically, grouped in
folders
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60. Test Lab Module
General Navigation
Test Set Grid -
displays your test
sets as a list.
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61. Test Lab Module
Create a New Folder
Authorized Roles:
-Test Lab Lead
-Project Lead
1. Click on “New
Folder”
2. New Folder window
is displayed.
Enter Folder Name.
3. Select “OK” to
create new folder
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62. Test Lab Module
Creating a Test Set
Authorized Roles:
-Test Lab Lead
-Project Lead
1. Click on
“New Test Set”
2. New Test Set
window is displayed.
Enter Test Set Name
and a Description.
3. Select “OK” to
create new folder
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63. Test Lab Module
Adding a Test Case to a Test Set
Authorized Roles:
-Test Lab Lead
2. Select Test Case -Project Lead
to move into Test
Set and click on
“Add Tests to Test
Set” button.
1. Select Test Set
to add Test Cases
to.
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64. Test Lab Module
Adding a Test Case to a Test Set
Attachments:
Execution Flow:
Shows all the
Shows the order for attachments for
the Test Cases to be Linked Defects:
the Test Case.
run in a flow diagram. List of defects
created against the
current Test Set.
Automation:
Displays the email
Details: Displays the notification rules
Test Case is added to and on failure
details of the test Execution Grid
case instructions
Execution Grid:
List of Test Cases to
be Run within the
Test Set and their
Statuses.
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65. Test Lab Module
Approving a Test Set
Authorized Roles:
- Test Lab Lead
1. Click on -Project Lead
“Modify Approval
Status”
2. Approval Status
window displayed.
Ready for Review –
Pending review
before test can be
run.
Approved – Review
completed. Test
ready to be Run.
3. Select “OK”.
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66. Test Lab Module
Approving a Test Set
Test Set status is
“Ready for R eview”
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67. Test Lab Module
Approving a Test Set
1. Click on “Modify
Approval Status”
2. Approval Status
window displayed.
Select Approved.
3. Select “OK”.
Note: If one or m Test
ore
Cases in a Test S are not in
et
Approved or In P roduction
state, the Test S cannot be
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68. Test Lab Module
Approving a Test Set
Test Set status is
“Approved”.
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69. Test Lab Module
Test Lab Workflow
Tester executes step, Ready for
add attachments, Run
selects pass or fail
Run Session No
Complete?
E-Approve applied by Tester Tester changes the
Yes state
to Ready for Run
Run No and reruns the case
Complete?
Yes
Ready for
Approval
E-Approve applied by Validation/
Validation/Qualification Manager No Qualification
Approve? Manager
Rejected
Yes
Rejection email
Approved sent to tester

70. Test Lab Module
Run a Test
Authorized Roles:
1. Click on “Run” - Tester
- Test Lab Lead
- Project Lead
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71. Test Lab Module
Run a Test
2. Click on “Begin
Run”
Run name, Tester ID,
Exec Date and Exec
Time automatically
filled in. Approval Status of
Test Run is “Ready
for Run”
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72. Test Lab Module
Run a Test
To add a Defect to a
Test Step click here.
To Pass Selected To Fail Selected step
step click here or click here or change
change Execution Execution Status to
Status to Passed. Failed.
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73. Test Lab Module
Pass a Test Step
4. Select “Pass
Selected” button. Note: Execution Authorized Roles:
Status for that
- Tester
step changed to
“P assed”. - Test Lab Lead
- Project Lead
3. Enter
“Actual Result”
from test.
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74. Test Lab Module
Fail a Test Step
6. Select “Fail
Selected” button. Note: Execution Authorized Roles:
Status for that step
- Tester
changed to
“Failed”. - Test Lab Lead
- Project Lead
5. Enter “Actual
Result” from test.
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75. Test Lab Module
Log a Defect During Testing
Authorized Roles:
1. Select “Add a
- Tester
Defect” button.
- Test Lab Lead
2. Enter details
for all mandatory - Project Lead
fields marked in
red.
Note: Details from
M anual R unner 3. Click on
autom atically “Submit” to
populated in create new
Description field. defect.
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76. Test Lab Module
Authorized Roles:
End a Test Session
- Tester
1. Click on “End
Run” button. -Test Lab Lead
- Project Lead
2. Complete e-
Approve.
3. Click on “OK”
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77. Test Lab Module
End a Test Session Test Instance
Execution Status
is Failed because a
Test Step was
Failed.
1. Double Click on the Test
Instance to open Test
Instance Properties.
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78. Test Lab Module
Approving a Test Run – First Level
Test Run with
Approval Status is
Ready for Run is
displayed.
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79. Test Lab Module
Approving a Test Run First Level
Authorized Roles:
- Tester
- Test Lab Lead
- Project Lead
2. Click on
“Modify Approval
Status” button.
3. Select “Ready for
Approval” and Click
submit button
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80. Test Lab Module
Approving a Test Run – First Level
Test Run with Approval
Status is “Ready for
Approval” is displayed.
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81. Test Lab Module
Approving a Test Run – Final
Authorized Roles:
-Validation/Qualific
ation Manager
4. Click on
“Modify Approval
Status” button.
5. Select “Approved”
and Click ok button
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82. Test Lab Module
Approving a Test Run - Final
Note: This electronic
approve will take the
place of a
handwritten 6. Click check box
signature. to acknowledge
signature
Note: M oving away
from this screen will
cancel this request.
8. Select the role 7. Enter SSO User
that you are Name and
approving on Password
behalf of
9. Click “OK” 82 /
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83. Test Lab Module
Approving a Test Run - Final
The Test Run
Approval Status
is changed to
Approved.
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84. Test Lab Module
Rejection
Note: Y need to enter a
ou
“Rejection R eason” when
you reject Test Run.
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85. Test Lab Module
Test Lab Workflow - Summary
Tester executes step, Ready for
add attachments, Run
selects pass or fail
Run Session No Tester changes the
Complete?
E-Approve applied by Tester state to
Yes Ready for Run and
reruns the case
Run No
Complete?
Yes
Ready for
Approval
E-Approve applied by
Validation/
Validation/Qualification Manager Qualification
No
Approve? Manager
Rejected
Yes
Rejection email
Approved sent to tester

86. Defects Module
Defects Module
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87. Defects Module
Defects Section Summary
The Defects m odule is where defects found while testing
are logged, assigned to a resolver and resolved.
Upon completion of the training for this module, you should
be able to:
 General Navigation within the Defects module
 Add a Defect
 Assign a Defect to be Resolved
 Resolve a Defect
 Verify a Defect’s Resolution
 Close a Defect
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88. Defects Module
Defect Roles
• Defect Lead
- Add, Modify Defect
- Assign Defect to Defect Resolve
- Move Defect from New to Open, New to Closed, Open to Closed
• Defect Resolver
- Add, Modify Defect
- Move Defect from Open to Resolved
• Tester, Test Lab Lead
- Add, Modify Defect
- Move Defect from Resolved to Resolution Verified
• Validation/
Qualification Manager
- Move Defect from Resolution Verified to Closed
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89. Defects Module
Glossary of Terms
Defect - Any deviation from expected result (May or may not require a code fix).
Defects are created during the execution of Test Instances. Also known as TIR
(Test Incident Report).
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90. Defects Module
Defects Workflow
New
E-approve applied by defect
Lead (Only for new to open
transition) Open Defect
Yes
Defect opened by mistake,
Open
Duplicate defect etc.,
Defect Lead
Defect No changes the
Resolved state to Open
and assigns it to
Yes the Defect
Resolver
Resolved
Verify No Tester
Resolution
E-approve applied by Tester Rejected
Works?
Yes Rejection email
E-approve applied by sent to Defect Lead and
Validation/Qualification Resolution
Defect Resolver
Manager Verified
E-approve applied by defect Validation/
No Qualification
Lead (New to Close and Open Approve? Manager
To close transition Rejected
Yes
Closed Rejection email
A defect can transition to ‘Waiting on user’ from sent to Defect Lead and 90 /
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91. Defects Module
General Navigation
Defects Tool Bar
Defects Grid: List of
defects in a project.
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92. Defects Module
Add a Defect
1. Click on “New
Defect”
2. Enter in details
of defect for
mandatory fields
marked in red.
3. Click on
“Submit”
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93. Defects Module
Add a Defect
Note: Defect was added
to Defect L with an
ist
autom atically assigned
Defect ID
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94. Defects Module
Assign a Defect
Authorized Roles:
- Defect Lead
1. Double Click on Note: The Defect L can
ead
New Defect
only performthe following
tasks in order to Open the
Defect.
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95. Defects Module
Assign a Defect
Note: The “Assigned To” and
“Severity” fields are mandatory
in order to m ove the Defect to
“Open”
3. Select the
Severity of the
2. Assign the Defect
resolution of the
Defect to the Note: Select the severity level
appropriate person
from the dropdown list.
4. Click on “OK”
Note: After selecting the person to
“Assign To” the Defect L can
ead
choose whether to notify that person
95 /
or not. GE Internal /
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96. Defects Module
Assign a Defect
5. Click on “Modify
Approval Status”
6. Select Defect Approval
Status window displayed.
Select “Open”.
7. Click “OK”
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97. Defects Module
Assign a Defect
Note: This
electronic
signature will
take the place
of a
handwritten 8. Click check box
signature. to acknowledge
signature
Note: M oving away
fromthis screen
will cancel this
request.
9. Enter QC User
10. Select the role
Name and
that you are
Password
approving on
behalf of
11. Click “OK”
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98. Defects Module
Assign a Defect
Note: Defect moved from
“New” to “Open” status.
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99. Defects Module
Resolve a Defect
1. Double Click on
Defect
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100. Defects Module
Resolve a Defect
Authorized Roles:
- Defect Resolver
Note: The “Correction” and “E valuation”
fields are mandatory before the Defect
R esolver can move the Defect to
“R esolved” status.
2. State the Correction
taken to resolve the 3. State the
4. Click on “OK”
defect. Evaluation
completed on the
defect.
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101. Defects Module
Resolve a Defect
Authorized Roles:
- Defect Resolver
5. Click on
“Modify Approval
Status”
6. Select Defect
Approval Status
window displayed.
Select
“Resolved”.
7. Click
“OK”
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102. Defects Module
Resolve a Defect
Note: Defect moved from
“Open” to “Resolved”
status.
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103. Defects Module
Verify a Defect’s Resolution
Authorized Roles:
- Tester
- Test Lab Lead
1. Click on “Modify
Approval Status”
2. Select Defect
Approval Status window
displayed. Select
“Resolution Verified”.
Note: S electing “Tester
Rejected” sends the
3. Click “OK” Defect back to the
“Open” status.
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104. Defects Module
Verify a Defect’s Resolution
Authorized Roles:
- Tester
Note: This electronic
signature will take - Test Lab Lead
the place of a
handwritten
signature.
4. Click check box to
acknowledge signature
Note: M oving away
fromthis screen will
cancel this request.
5. Enter QC User
Name and
6. Select the role that Password
you are approving on
behalf of
7. Click “OK” 104 /
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105. Defects Module
Verify a Defect’s Resolution
Note: Defect m oved from
“R esolved” to
“R esolution Verified”
status.
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GE Internal /
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106. Defects Module
Close a Defect
Authorized Roles:
1. Click on “Modify - Validation /
Approval Status” Qualification
Manager
2. Select Defect
Approval Status
window
displayed. Select
“Closed”.
3. Click “OK”
Note: S electing “V/ M
M anager R ejected”
sends the Defect back to
the “Open” status.
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107. Defects Module
Close a Defect
Authorized Roles:
- Validation /
Qualification
Note: This electronic Manager
approve will take the
place of a
handwritten 4. Click check
signature. box to
acknowledge
signature
Note: M oving away
from this screen will
cancel this request.
5. Enter QC User
6. Select the role Name and
that you are Password
approving on
behalf of
7. Click “OK”
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108. Defects Module
Defects Workflow - Summary
New
E-approve applied by defect
Lead (Only for new to open
transition) Open Defect
Yes
Defect opened by mistake,
Open
Duplicate defect etc.,
Defect Lead
Defect No changes the
Resolved state to Open
and assigns it to
Yes the Defect
Resolver
Resolved
Verify No Tester
Resolution
E-approve applied by Tester Rejected
Works?
Yes Rejection email
E-approve applied by sent to Defect Lead and
Validation/Qualification Resolution
Defect Resolver
Manager Verified
E-approve applied by defect Validation/
No Qualification
Lead (New to Close and Open Approve? Manager
To close transition Rejected
Yes
Closed Rejection email
A defect can transition to ‘Waiting on user’ from sent to Defect Lead and 108 /
The Status New, open, Tester Rejected and GE Internal /
Waiting on Defect Resolver 01/09/13
Validation/Qualification Manager Rejected user

109. Thank you
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