Quality Management role-based permissions

In addition to common project area permissions, such as those that are related to dashboards or work items, quality management project areas have a set of quality management permissions that control operations that are specific to test management.

For a list of permissions that are common to all applications for IBM® Engineering Lifecycle Management (ELM), see Permissions. For information about accessing the settings, see Modifying role-based permissions.

Permissions for Quality Management Project Areas

By default, permission for each operation is granted to the Test Team Member role only unless noted otherwise.

A few operations include the ability to trigger a workflow action. With permission to trigger a workflow action, you can select an action in a test artifact and then save the test artifact to change its state. For more information about workflows, see Defining custom workflows for test artifacts and Leveraging custom workflows in Rational® Quality Manager.

You can view the list of available permissions from the Manage Project Properties page under the Administration menu.
Note: Only project administrators and users with JazzProjectAdmins or JazzAdmins repository permissions can access the Manage Project Properties page.
Table 1. Role-based permissions for quality management project areas
Operations Description
Add Item To Build Forge
  • Add
Add a lab resource to IBM Rational Build Forge® for automation and inventory capabilities.
Administer Print Jobs
  • Cancel
  • Delete
  • View
View, cancel, and delete print jobs.
Batch Import Requirements into a Test Plan
  • Add
Import batches of non-OSLC DOORS® requirements into a test plan.
Create Self-Service Reservations
  • Administer
  • Create
Reserve a lab resource without a request. Edit and cancel lab resource reservations.
Configuration Management
Note: A project administrator must enable these permissions manually. By default, they are disabled for all roles.
  • Clone Artifacts
  • Merge Configurations
  • Restore From Baseline
  • Baselines: Create, delete, modify, and restore baselines
  • Components: Create, delete, modify, restore, and scrub components
  • Streams: Create, delete, modify, and restore streams
Clone artifacts from one component to another. Merge artifacts from a baseline into a stream. Replace artifacts in a stream with those from a baseline. Create and manage (delete, modify, and restore) baselines, components, and streams in a configuration-enabled project.
Execute Test Case
  • Cancel
  • Execute
Run a test case or cancel a test case run.
Execute Test Suite
  • Execute
Run a test suite.
Perform Discovery
  • Run
Run a lab management discovery by using an inventory provider, such as Rational Build Forge.
Register Tool Adapter
  • Delete
  • Edit
  • Poll
  • Register
Register or poll a test execution adapter and edit or delete registrations for test execution adapters.
Run Inventory Features
  • Cancel
  • Poll
  • Synchronize
Synchronize lab resources with an external inventory system, such as Rational Build Forge.
Run Virtualization
  • Deploy
  • Synchronize
Synchronize or deploy virtual images and virtual machines by using an external virtualization provider.
Save Adapter Request
  • Create
  • Delete
  • Edit
Create, edit, delete, and accept execution adapter requests (requests to either import a remote script or have an execution adapter run a remote script).
Save Administrative Options
  • Edit
Save administrative options.
Save Attachments
  • Delete
  • Permanently Delete
  • Restore
Delete and restore attachments. See Deletion and restoration of test artifacts for more details.
Save Automations
  • Run
Import automation jobs from an external automation system, such as Rational Build Forge.
Save Build Definition Artifact
  • Create
  • Delete
  • Edit
  • Permanently Delete
  • Restore
Create, edit, delete, or restore a build definition. (The delete action is not supported.)
Note: This permission applies only to build definitions that were created manually. The permission does not apply to build definitions that an external build tool, such as IBM Engineering Workflow Management (EWM), generated.
Save Build Record Artifact
  • Create
  • Delete
  • Edit
Create, edit, and delete build records.
Note: This permission applies only to build records that were created manually. The permission does not apply to build records that an external build tool, such as EWM, generated.
Save Category
  • Create
  • Delete
  • Edit
  • Global
    • Create
    • Promote
  • Permanently Delete
  • Restore
Create, edit, and delete test artifact categories on the Manage Project Properties page.

Global categories apply to all artifact types. Create or promote existing test artifacts to global ones.

Note: To create, edit, and delete test artifact categories, you must also have permission to save administrative options.
Save Category Value
  • Create
  • Delete
  • Edit
  • Permanently Delete
  • Restore
Create, edit, and delete test artifact category values on the Manage Project Properties page.
Note: To create, edit, and delete test artifact category values, you must also have permission to save administrative options.
Save Channel
  • Create
  • Delete
  • Edit
  • Permanently Delete
  • Restore
Create, edit, and delete channels.
Save Contributor Lists
  • Edit
Edit the list of contributors, or users, for lab management.
Save Custom Attribute
  • Create
  • Delete
  • Edit
  • Permanently Delete
  • Restore
Create, edit, and delete custom attributes on the Manage Project Properties page.
Save Execution Schedules
  • Create
  • Delete
  • Edit
Create, edit, and delete execution schedules.
Save Execution Schedule Results
  • Create
  • Edit
  • Delete
  • Permanently Delete
Create, edit, delete, and permanently delete execution schedules results.
Save Execution States
  • Edit
Edit execution states on the Manage Project Properties page.
Save Formal Review
  • Delete
  • Create
  • Permanently Delete
  • Edit
Delete, create, participate in, and permanently delete formal reviews of test plans, test cases, test scripts, test suites, test case results, and test suite results.
Note: To create or participate in a formal review, you must be a member of the QM project area itself. You cannot create or participate in a formal review if you are a member of only a team area in the project area.
Save Keyword
  • Create
  • Delete
  • Edit
  • Edit Section Header
  • Permanently Delete
  • Restore
Create, edit, and delete keywords.
Save Lab Request
  • Administer
  • Create
Request lab resources and administer requests for them.

Respond to lab requests by either allocating lab resources as requested or returning a request if it cannot be fulfilled.

Request lab resources.

Save Lab Resource
  • Create
  • Delete
  • Edit
  • Permanently Delete
  • Restore
Create, edit, and delete lab resources.
Save Lab Resource Group
  • Create
  • Edit
  • Delete
  • Permanently Delete
  • Restore
Create and edit lab resource groups.
Save Project Execution Variables
  • Create
  • Delete
  • Edit
  • Permanently Delete
  • Restore
Create, edit, delete, permanently delete or restore Project Execution variables.
Save Quality Objective
  • Create
  • Delete
  • Edit
  • Permanently Delete
  • Restore
Create, edit, delete, permanently delete or restore quality objectives on the Manage Project Properties page.
Save Shared Query
  • Create
  • Delete
  • Edit
  • Promote to Application Menu
Create, edit, and delete shared queries. Add a shared query to the menu that corresponds to its artifact type.
Save Template
  • Create
  • Delete
  • Edit
  • Permanently Delete
  • Restore
  • Set Default
Create, edit, and delete test artifact templates. Set one test artifact template as the default template to use when creating a test artifact.
Save Template Section
  • Create
  • Delete
  • Edit
  • Permanently Delete
  • Restore
Create, edit, and delete sections in a test artifact template.
Save Test Case
  • Create
  • Create Section
  • Delete
  • Edit
  • Edit Section Header
  • Lock
  • Permanently Delete
  • Remove Section
  • Restore
  • Trigger a workflow action
    • Approve
    • Draft
    • Ready for review
    • Reject
    • Reopen
    • Retire
  • Unlock
Create, edit, delete, lock, and unlock test cases. Select an action and then save the test case to change its state.
Note: To edit the Formal Review section of a test case, you must also have permission to save formal reviews.
Save Test Case Execution Record
  • Create
  • Delete
  • Edit
  • Permanently Delete
  • Restore
Create, edit, and delete test case execution records.
Save Test Case Result
  • Create
  • Create Roll-Up Result
  • Delete
  • Edit
  • Edit Actual Result
    • Add Step
    • Delete Step
    • Edit Step
  • Permanently Delete
  • Restore
  • Lock
  • Unlock
Create, edit, delete, lock, and unlock test case results. Change the value in the Actual Result field of a test case result. Select an action and then save the test case result to change its state.

Edit any part of a test case result except for the Actual Result field.

Change the value in the Actual Result field of a test case result. To change the value in the Actual Result field, you must also have permission to edit the actual result.

During manual execution, you can add, edit, and delete steps by using the row-level actions for each step. After the execution is complete, you can merge the changes back into the test script by using the Compare with Test Script Steps button available in the Result Details section.

Notes:
  • To edit the Formal Review section of a test plan, you must also have permission to save formal reviews.
  • To trigger a workflow action for a test case result, you must also have permission to save formal reviews.
Save Test Cell
  • Create
  • Delete
  • Edit
  • Permanently Delete
  • Restore
Create, edit, and delete test cells.
Save Test Data
  • Create
  • Delete
  • Edit
  • Permanently Delete
  • Restore
Create, edit, and delete Test Data artifacts. A Test Data artifact consists of a name and description, and a link to a comma-separated values (CSV) file that contains data records.
Save Test Environment
  • Create
  • Delete
  • Edit
  • Permanently Delete
  • Restore
Create, edit, and delete test environments.
Save Test Estimation
  • Create
  • Edit
Save changes to the Test Estimation section of a test plan.
Note: To save changes to the Test Estimation section of a test plan, you must also have permission to complete the Save Test Plan > Edit operation.
Save Test Plan
  • Create
  • Create Section
  • Delete
  • Edit
  • Edit Section Header
  • Lock
  • Permanently Delete
  • Restore
  • Remove Section
  • Trigger a workflow action
    • Approve
    • Draft
    • Ready for review
    • Reject
    • Reopen
    • Retire
  • Unlock
Create, edit, delete, lock, and unlock test plans. Select an action and then save the test plan to change its state.
Notes:
  • To edit the Formal Review section of a test plan, you must also have permission to save formal reviews.
  • To create iterations for the Test Schedules section of a test plan, you must also have permission to modify the iteration structure, which is under Process > > Save Project Area > > Modify a project area.
Save Test Script
  • Create
  • Delete
  • Edit
  • Edit Section Header
  • Lock
  • Permanently Delete
  • Remove Section
  • Restore
  • Trigger a workflow action
    • Approve
    • Draft
    • Ready for review
    • Reject
    • Reopen
    • Retire
  • Unlock
Create, edit, delete, lock, and unlock test scripts. Select an action and then save the test script to change its state.
Note: To edit the Formal Review section of a test script, you must also have permission to save formal reviews.
Save Test Suite
  • Create
  • Create Section
  • Delete
  • Edit
  • Edit Section Header
  • Lock
  • Permanently Delete
  • Remove Section
  • Restore
  • Trigger a workflow action
    • Approve
    • Draft
    • Ready for review
    • Reject
    • Reopen
    • Retire
  • Unlock
Create, edit, delete, lock, and unlock test suites. Create and remove sections of a test suite. Select an action and then save the test suite to change its state.
Note: To edit the Formal Review section of a test suite, you must also have permission to save formal reviews.
Save Test Suite Execution Record
  • Create
  • Delete
  • Edit
  • Permanently Delete
  • Restore
Create, edit, and delete test suite execution records.
Save Test Suite Result
  • Create
  • Delete
  • Edit
  • Lock
  • Permanently Delete
  • Restore
  • Trigger a workflow action
    • Approve
    • Draft
    • Ready for review
    • Reject
    • Reopen
    • Retire
  • Unlock
Create, edit, delete, lock, and unlock a test suite result. Select an action and then save the test suite result to change its state.
Note: To edit the Formal Review section of a test suite result, you must also have permission to save formal reviews.
Save Values of Project Execution Variables
  • Create
  • Delete
  • Edit
Create, edit, and delete the values of project-level execution variables.
Schedule Job
  • Cancel
  • Edit
  • Schedule
Create, edit, or cancel a scheduled job or the scheduling method of an execution schedule.

Cancel a scheduled job (on the Scheduled Jobs page).

Edit the scheduling method of an execution schedule.

Specify the scheduling method of an execution schedule. In the Run Test Case dialog box, schedule an automated test script to run later. In the Run Test Suite dialog box, schedule a test suite to run later.

Set Link Validity
  • Set link validity status
Set link validity status as valid, invalid, or suspect.
Snapshot Test Case
  • Create
Create a snapshot of a test case.
Snapshot Test Plan
  • Create
Create a snapshot of a test plan.
Snapshot Test Script
  • Create
Create a snapshot of a test script.
Snapshot Test Suite
  • Create
Create a snapshot of a test suite.
XML Export Export XML data by using the REST API, which is an HTTP-based API that supports programmatic operations on quality management data. For more information, see https://jazz.net/wiki/bin/view/Main/RqmApi.
XML Import
  • Delete
  • Post
Import XML data by using the REST API, which is an HTTP-based API that supports programmatic operations on quality management data. For more information, see https://jazz.net/wiki/bin/view/Main/RqmApi.

Permissions for Quality Management Team Areas

By default, a team area inherits most of the permission settings from its project area. You can customize permission settings in a team area. See Customizing permissions in a team area, for more details.
Note: The following permission settings that are available for a project area are not available for a team area:
  • Administer Print Jobs
  • Batch Import Requirements into a Test Plan
  • Register Tool Adapter
  • Run Inventory Features
  • Run Virtualization
  • Save Adapter Request
  • Save Administrative Options
  • Save Attachments
  • Save Build Definition Artifact
  • Save Build Record Artifact
  • Save Channel
  • Save Contributor Lists
  • Save Custom Attribute
  • Save Execution Schedules
  • Save Execution States
  • Save Keyword
  • Save Lab Request
  • Save Lab Resource Group
  • Save Project Execution Variables
  • Save Quality Objective
  • Save Shared Query
  • Save Template
  • Save Template Section
  • Save Values of Project Execution Variables
  • Schedule a Job
  • Set Link Validity
  • XML Export
  • XML Import

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