How to set a Cycle as Regulated?

Panaya supports regulatory compliance organizations in streamlining and digitizing manual testing processes.

You can set a Cycle to Regulated mode so that only Reviewed Tests will be available for execution.

For a Regulated Cycle, users will not be able to run Steps (Run & Document, Manual Run) or Report Defects, until the Test is marked as Reviewed and signed with a username and password (e-signature).

  1. From within a Project, hover over the Tests tab and select Test Tree
  2. Highlight any Cycle in the tree and select the General tab 
    • To set the cycle as regulated set Regulated to Yes, then click on Switch
    • Define whether passed test runs should be signed by the actual tester (Tester) or any user (Anyone with e-sign permissions).
      Upon test run completion, the tester will be notified to e-sign the step(s).

Switching Regulated back to No will remove signatures from Tests and Test runs. Historical e-signature can still be viewed in the History tab for the Test.

To set Cycles to Regulated mode by default, or if you cannot view this option, please contact Panaya Support