Review and approve test cases

Submit test cases for structured peer review, control which project members can act as reviewers, and track approvals within Test Management.

The review and approve test case workflow helps teams enhance test quality by enabling structured peer reviews within the Test Management. This workflow allows testers to submit test cases for comprehensive review, ensuring accuracy, consistency, and complete test coverage. Reviewers can approve, request changes, or reject test cases, providing feedback to facilitate continuous improvement and clear communication among team members.

Configure reviewer access

By default, any project member can be selected as a reviewer when a test case is sent for review. To enforce an approval hierarchy, configure Reviewers who can approve test cases in your project settings. For example, limit reviews to leads or managers.

Who can configure this: IAM Admins, Owners, and users with the Product Admin role. For more information, refer to Role-Based Access Control documentation.

To configure reviewer access:

1. Navigate to General under project Settings.
2. Under Review & Approve Test Cases, click the Reviewers who can approve test cases field.
3. Select users from the dropdown. You can search by name or use Select All to include all project members.
4. Click Save changes.

When you select specific users, only those users appear in the Reviewer(s) dropdown when a test case is sent for review.

The Reviewer(s) dropdown falls back to showing all project members in either of these cases:

• You have not configured this setting yet.
• You configured this setting earlier. You have since removed all selected users.

Submit test cases for review

You can submit test cases for review using one of the methods:

• From the test case create/edit window
• From the test case list view

Submit test cases for review from the test case create/edit window

Follow these steps to submit a test case for review from the test case create/edit window:

1. Navigate to the test case list view.
2. Click an existing test case or create a new test case.
3. Select one or more reviewers from the Reviewer(s) dropdown.
4. Click Send for Review.

Reviewers receive an email notification containing details and a link to the test cases.

Submit test cases for review from the test case list view

Follow these steps to submit one or multiple test cases for review from the test case list view:

1. Navigate to the test case list view.
2. You can:
   • Click Add Reviewer against the test case you want to submit for review.
   • Select the checkboxes of the test cases you want to send for review and click Send For Review.
3. Select one or more reviewers from the Reviewer(s) dropdown.
4. Click Send for Review.

Reviewers receive an email notification containing details and a link to the test cases.

Edit and resend test cases for review

Follow these steps to edit and resend test cases for review:

1. Navigate to the test case list view.
2. Select the test case you wish to edit.
3. Edit the necessary fields (e.g., Title, Preconditions, Steps).
4. The Review Status automatically resets to Pending.
5. Select one or more reviewers from the Reviewer(s) dropdown.
6. Click Send for Review.

Original reviewers will receive updated email notifications if test case content has changed. New reviewers will receive notifications if they were added.

Sample email notification

This sample email notification from Test Management alerts the reviewer that the test case author has requested their review of the test case. It displays the test case ID and title, the priority level, the requester’s name, and the current status. The View Test Case button takes the reviewer directly to the test case in Test Management.

Approve or reject test cases

As a reviewer:

1. Navigate to the test case list view.
2. Select the Review and Approval tab.
3. Optionally, filter test cases by your name under Reviewer and by Review Status.

You can review test cases through quick review actions or bulk action.

Quick review actions

1. Hover over the test case title.
2. Click the appropriate icon: Approved, Changes Requested, or Rejected.

Bulk action

1. Select multiple test cases using checkboxes.
2. Click Add Review Status.
3. In the Add Review Status window:
   • Choose a status: Approved, Changes Requested, or Rejected.
   • You must add a comment when requesting changes or rejecting a test case.
   • Select the checkbox to notify test case authors via email.
4. Click Save.

All selected test cases are updated at once.

Additional considerations

In addition to the core submission and approval process, it is important to understand how the review workflow interacts with other Test Management features. This section highlights key considerations for actions such as versioning, importing, and managing the visibility of test cases, ensuring a smooth and predictable experience.

History and comments

• Every change in Review Status is logged in the test case history.
• Comments made during review are documented in the comment section for audit purposes.

Move and copy actions

• Move: Does not affect the Review Status.
• Copy: Creates a new test case with the Pending state.

CSV imports

• Imported test cases adopt the Pending state if the review state is not explicitly mentioned.

Version control

• Each modification related to reviewers or review status creates a version.
• You can revert to a previous version if necessary.

Column preferences

• Review Status and Reviewer columns are available by default when the review workflow is enabled.
• You may disable these columns through preferences.

Following these steps ensures efficient peer review and maintains high-quality test case management.

Next steps

• Filter test cases
• Edit and delete test cases
• Role-Based Access Control