Checks Tab

Overview

The QA Checks tab allows the user to run both internally setup compliance checks and, if the job is a Valex job, pre-run the automated Valex compliance checks against the job before submitting the job back to the Valex system. This allows users to fix any items that fail compliance checks quickly and before submitting the job back to the Client to help reduce post valuation queries.

This article covers:

Views

There are several different sections available on this view to indicate the type of validation checks that are being run. These sections are:

  1. Pre Validation Section
  2. Schema Validation Section
  3. Compliance Validation Section
  4. Post Validation Checks Section

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1. Pre Validation Section

The Pre Validation Section will run any custom validation rules that are setup in the ValuePRO system, along with a few specific validation rules if the job is a Valex job.

ValuePRO will include any Valex specific validation rules by default with all standard setup, however each system can also be setup with individual business validation rules to run in this section.

The validation rules will appear in the list along with the result of the of the validation check, either a Pass, Warning or Fail result.

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Pre-Validation-Section.png

2. Schema Validation Section

The Schema Validation Section will only be visible when running the QA checks for a job received via the VMS or Valex integration and only if there are no failures in the Pre Validation Section.

This particular check generates the XML file for the final report and ensures that the XML has been generated correctly and is validated against schema files provided by VMS or Valex (which ever is appropriate).

As some of the Schema Validation checks depend on validation checks in the Pre Validation Section, if the Pre Validation Section contains failures, the user will be presented with the message:

The Pre Validation errors above need to be resolved to proceed with the Schema Validation.

The user will need to resolve any items that have failed in the Pre Validation Section, then press the Refresh Results button to re-run the Schema Validation checks.

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Schema-Validation-Section.png

3. Compliance Validation Section

The Compliance Validation Section will only be visible when running the QA checks for a job received via Valex integration only and only if there are no failures in the Schema Valuation Section. This particular check generates the XML file for the final report and uses a special compliance web service provided by Valex to pre-run the Valex automated compliance rules against the XML file.

Valex then return a list of all the checks that were run against the XML file to ValuePRO which are displayed in this section and allow the user to fix any items before actually submitting the final report to Valex.

As a valid Valex XML file cannot be generated until all the Schema Valuation Section checks are resolved, if the Schema Valuation Section contains failures, the user will be presented with the message:

The Schema Validation errors above need to be resolved to proceed with the Compliance Check.

The user will need to resolve any items that have failed in the Schema Valuation Section, then press the Refresh Results button to re-run the Compliance Validation checks.

NOTE: The compliance web service provided by Valex allows ValuePRO to run the automated compliance checks only. These checks do not include any manual Valex compliance checks that are performed by Valex staff members.

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Compliance-Validation-Section.png

4. Post Validation Checks Section

The Post Validation Section will run any custom validation rules that are setup in the ValuePRO system, along with a few specific validation rules if the job is a Valex job.

ValuePRO will include any Valex specific validation rules by default with all standard setup, however each system can also be setup with individual business validation rules to run in this section.

The validation rules will appear in the list along with the result of the of the validation check, either a Pass, Warning or Fail result.

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Post-Validation-Checks-Section.png

Results

Each check will return 1 of 3 result types to the user:

  1. Pass - This result will appear in a green box and indicates to the user that the check passed the validation rule and no further action is required.
  2. Fail - This result will appear in a red box and indicates to the user that the check has not passed the validation rule and the job cannot be finalised until the item has been fixed. A Fix It link will appear next to the result column for the user to click and be directed to the field on the Job card to fix the item.
  3. Warning - This result will appear in an orange box and indicates to the user that the check has not passed the validation rule, however it will not prevent the job from being finalised. This result type can be used to serve as a reminder for certain checks. A Fix It link will appear next to the result column for the user to click and be directed to the field on the Job card to fix the item, if required.

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Results.png

View Filters

The Views mentioned above can be filtered further using the Show select list on the screen to only show checks with a specific result. The View filters available are:

  1. Show All Filter
  2. Show Errors and Warnings Filter
  3. Show Errors Filter
  4. Show Warnings Filter

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View-Filters.png

1. Show All Filter

When the Show All option is selected, the view will show checks with a pass, fail and warning.

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Show-All-Filter.png

2. Show Errors and Warnings Filter

When the Show Errors and Warnings option is selected, the view will only show checks with a fail or a warning.

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Show-Errors-and-Warnings-Filter.png

3. Show Errors Filter

When the Show Errors option is selected, the view will only show checks with a fail.

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Show-Errors-Filter.png

4. Show Warnings Filter

When the Show Warnings option is selected, the view will only show checks with a warning.

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Show-Warnings-Filter.png

Buttons

This section explains the functions for the buttons available on the Checks tab:

  1. Refresh Results button

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1. Refresh Results Button

Clicking on the Refresh Results button in the bottom right hand corner will re-run the validation rules and update the results on the Checks tab.

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Refresh-Results-Button.png
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