Creating Approval Items

Creating Milestone Items

From the Milestones tab of a release train, you can define milestone items based on activities that you want to approve at various points throughout the release. For example, when Agile stories or use cases are complete, when all features of the planned development are complete, and when certain test phases are complete, such as sanity and integration testing. Milestone dates are date based.

From the Milestones tab of a release train or application release, you can:

• Define milestone items based on activities that you want to approve at various points throughout the release
• View milestone items' due dates and status
• View, complete, reject, update, or delete milestone items

To create milestone items:

1. On the Milestones tab, click Create Milestone.
2. Enter a descriptive title or accept the automatically-generated name.
3. Specify a due date for the milestone.
4. Enter a description if more detail is needed.
5. Select an owner.
6. If you want to allow individual users with the same role as the selected user to approve if needed, select Yes for Allow Override Approvals.
7. Click Submit.

   Release train and application release milestone items are submitted into and enforced through the Approvals process app workflow.

Tabs

The tabs available from a milestone once it is created are as follows:

• Release Train Details: View information about the release train.
• Notes/Attachments: View and add notes and attachments for the item.
• History: View the history of the Release Approval item.

Creating Stage Gate Items

From the Stage Gates tab of a release train, you can define exit criteria items that must be verified and approved before the release train can leave each stage, Scoping, Construction, and QA.

From the Stage Gates tab of a release train, you can:

• Add Scoping, Construction, and QA Exit Criteria items
• View Exit Criteria items' due dates and status
• View, complete, reject, update, or delete Stage Gate Exit Criteria items

To create Stage Gate Exit Criteria items:

1. On the Stage Gates tab, click Add <stage> Exit Criteria, where <stage> is Scoping, Construction, or QA.
2. Fill out the form as follows:
   • Enter a descriptive title.
   • Select an owner.
   • Select the environment to which the exit criteria item applies. For example, DEV, INT, UAT, or PROD.
   • Enter a description if more detail is needed.
   • Select a Release Manager for this item.
   • Click Submit.

     Release train stage gate exit criteria items are submitted into and enforced through the Approvals process app workflow.

Tabs

The tabs available from an exit criteria item once it is created are as follows:

• Release Train Details: View information about the release train.
• Notes/Attachments: View and add notes and attachments for the item.
• History: View the history of the exit criteria item.

Creating Release Approval Items

The release approvals for release train, Train, Development, and Executive Approval, may be required before the train can start the scoping stage, QA stage, and deployment or Production stage, respectively.

From the Approvals tab of a release train, you can:

• Add Train, Development, and Executive Approval items
• View Release Approval items' due dates and status
• View, complete, reject, update, or delete Release Approval items

To create Release Approval items:

1. On the Approvals tab, click Create <approval type> Approval, where <approval type> is Train, Development, or Executive.
2. In Approval Type, select the level of approval, Level 1 up to Level 4.
3. Depending on the level you chose in Approval Type, select the approvers for each required level of approval.
4. If you want to allow individual users with the same role as the selected user to approve if needed, select Yes for Allow Override Approvals.
5. Click Submit.

Tabs

The tabs available from an approval item once it is created are as follows:

• Approvers: View the list of approvers for this Release Approval.
• Release Train Details: View information about the release train.
• Notes/Attachments: View and add notes and attachments for the item.
• History: View the history of the Release Approval item.

Release train approvals items are submitted into and enforced through the Approvals process app workflow.