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How to Configure the Validation Workflow
Who is this article for?Ideagen Quality Management administrators importing workflows.
Admin access is required.
Best in class workflows are pre-made workflows that you can import into your Workflow module.
The Validation workflow is used to develop and prepare a validation plan, review results, and complete the validation process.
This article outlines the recommended configurations that can be applied to the Validation Workflow which is available for download in the Best-In-Class Workflow Download Center. This article has been split into the following sections:
- Associated Workflows
- Workflow-Specific Configuration Steps
- Default Responsible Parties & Recommendation for Update
- Further Reading
Looking for steps to import the workflow? Visit How to Import a Workflow for details.
1. Associated Workflows
The Validation workflow is not designed to launch or be launched by any other Best-in-Class workflows. It can be used individually or in conjunction with any other workflows without required edits.
2. Workflow-Specific Configuration Steps
2.1. List Fields Requiring Update
The below lists required an update. List options can be added in the Custom Fields section within the Administration module.
| Field | Change |
|---|---|
|
Section(s)/Department(s) |
Update this field to identify the sections/departments in your organization |
|
Validation Review Decision |
Default options are Validation Review Complete; More Testing Needed; and Validation Plan Revisions Needed- additional options are not typically needed Each option corresponds to a route in the workflow |
3. Default Responsible Parties & Recommendation for Update
The table below outlines the recommendations for changes to the responsible parties:
| Step | Default Responsible Party | Recommendations |
|---|---|---|
| Initiate Validation | All Users | By default all users will be able to initiate this workflow- update if you’d like to specify particular users who can initiate a validation workflow. |
| Develop Validation Plan | Validation Responsible Party | By default this step will be assigned to the person identified in this custom personnel field in the previous step. If you’d prefer to identify a consistent group or person(s) to develop validation plans you will need to update this Responsible Party. |
| Validation Plan Approval | Workflow Initiator | Update to the person(s) responsible for approving validation plans. |
| Validation Results Summary | Validation Responsible Party | By default this step will be assigned to the person identified in this custom personnel field in a previous step. If you’d prefer to identify a consistent group or person(s) to summarize validation results you will need to update this Responsible Party. |
| Review of Completed Validation | Workflow Initiator | Update to the person(s) responsible for reviewing the completed validation. |
| Validation Review by QA | Workflow Initiator | Update to the person(s) responsible for completing the QA review for the validation. |
Note: “Workflow Initiator” is a placeholder and default Responsible Party. We strongly advise updating these steps to identify the specific individuals or groups responsible for these steps in your process.