Running Quality Assurance Results

This chapter covers the following topics:

• About the QA Checklist
• Running the Validate Document from the Actions Menu
• Submitting the Contract for Approval from the Actions Menu
• Running the Validate Document from the Administration tab

About the QA Checklist

The Document Validation feature is an automated process that verifies the validity of a contract. The action performed is called Validate Document and the process this triggers is a QA check for a contract.

The three predefined checklists in the application are as follows: Default Project Contracts Quality Assurance Checklist, Default Federal Project Contracts Quality Assurance Checklist, and Default SOV Project Contracts Quality Assurance Checklist. The default checklist is set with the OKE: Default QA Checklist profile option. You can override the default checklist from the Administration tab of the Project Contracts Authoring Workbench.

The following table provides additional information about the Oracle Project Contracts QA checklists:

Quality Assurance Checklist Name	Works For	Mandatory Y is Yes N is No	Editable Y is Yes N is No	Execute Sequence	Validates
Default Project Contracts Quality Assurance Checklist	All Project Contracts	Y	N	1	User Defined Attributes
Default Federal Project Contracts Quality Assurance Checklist	All Federal Project Contracts	Y	N	2	Funding for Fixed Price Lines
Default SOV Project Contracts Quality Assurance Checklist	All SOV Project Contracts	Y	N	2	Contract-Project Association Customer Association Inapplicable Entities Required Values Contract Line Bill To and Ship To Addresses Receivable Payment Terms Compliance for SOV

In addition to the predefined checklists, you can define a QA checklist and also select this list from the QA Checklist LOV of the Administration page.

A QA checklist consists of one or more processes that are defined in the Process Definitions window prior to being selected for the QA checklist. A process in the QA checklist can be defined with two severity levels, error and warning. Errors must be corrected before the contract is submitted for approval.

You can start the QA checklist as follows:

• Actions menu: Starting the QA checklist from the Actions menu shows the results for an individual contract immediately in the Quality Assurance Results window, but does not submit the contract to the Approval workflow.

• Administration tab: Starting the QA checklist from the Administration tab shows the results for an individual contract immediately in the Quality Assurance Results window, and enables you to submit the contract to the Approval workflow.

Running the Validate Document from the Actions Menu

To run the Validate Document from the Actions menu:

1. From the Project Contracts Authoring Workbench window, select the Actions menu and select Validate Document.

   The Quality Assurance Results window appears.

   Note: The Continue Approval button is disabled. If you want to continue with the approval process from the QA check, then you need to submit the contract for approval from the Administration tab of Authoring Workbench.

2. Verify the following:

   • Contract Number

   • Default QA Checklist

   • Results

You can change the default QA checklist by selecting a different checklist from the Default QA Checklist LOV in the Administration tab. After making the change, you must select the Validate Document action again.

Submitting the Contract for Approval from the Actions Menu

To submit the contract for approval from the Actions menu:

1. From the Project Contracts Authoring Workbench window, select the Actions menu and select Submit for Approval.

   The Quality Assurance Results window appears.

   Note: If errors appear in the results, the Continue Approval button is disabled. If you want to continue with the approval process, you must fix the errors and resubmit the contract.

2. Verify the following:

   • Contract Number

   • Default QA Checklist

   • Results

3. If all results indicate Success, select Continue Approval to submit the contract to the approval workflow.

   If warning messages appear, you can review the messages and determine whether the issues should be fixed. If you determine that they do not need to be fixed, you can ignore them.

You can change the default QA checklist by selecting a different checklist from the Default QA Checklist LOV in the Administration tab of Authoring Workbench. After making the change, you must select the Submit for Approval action again.

Running the Validate Document from the Administration tab

To run the Validate Document from the Administration tab of Authoring Workbench:

1. From the Project Contracts Authoring Workbench window, select the Summary tab and Administration tab. Select Submit.

   The Quality Assurance Results window appears.

   Note: If errors appear in the results, the Continue Approval button is disabled. If you want to continue with the approval process, you must fix the errors and resubmit the contract.

2. Verify the following:

   • Contract Number

   • Default QA Checklist

   • Results

3. If all results indicate Success, select Continue Approval to submit the contract to the approval workflow.

   If warning messages appear, you can review the messages and determine if the issues should be fixed. If you determine that they do not need to be fixed, you can choose to ignore them.

You can change the default QA checklist by selecting a different checklist from the Default QA Checklist LOV within the Administration tab of Authoring Workbench. After making the change, you must select Submit again.