A review is a group of artifacts that you want reviewed
by specific team members.
About this task
To watch a movie that shows how to create a review, click here.
You can create a review of individual
artifacts or you can create a review of a collection.
Procedure
- To create a review of individual artifacts, complete the
following steps:
- Do either of the following actions:
- From the Artifacts tab of the Projects window, select the artifacts
you want to add to the review, right-click, and then select Add
to New Review from the popup menu.
- In the Projects window, open the sidebar and in the Reviews section,
click the Create Review icon (
)
The New Review window appears.
- Type a name and description of the review, and specify whether
you want to conduct a Formal or an Informal review (see Reviews for more information). Then click Finish.
The Review Editor appears with the name and description in the window
header. Notice that the state of the review is Draft
- Specify a review due date, and optionally specify any special
instructions.
- Add reviewers to the review. To do this, click the Add button
in the Reviewers section. The Add Reviewers window appears.
- Select the team members who you want to participate in the review.
Also specify whether the members are Approvers, Reviewers, or Optional
Reviewers. The names that you select appear in the Reviewers section.
- Add the artifacts you want to be reviewed if they are not already
there. To do this click Add in the Artifacts section, and then
select the artifacts. Then click Finish. The artifacts you
selected appear in the Artifacts section.
- Click either Save as Draft or Start Review. When
you start the review:
- All participants are notified by e-mail.
- The review appears in the Reviews section of the participants dashboard under My Reviews.
- The state of the review changes from Draft to Started.
- The name of the review appears in the Review section of the sidebar.
- When participants join the review, they double click on the artifacts
to view them, and then, depending on the role assigned to them, select
the appropriate button to either Approve, Disapprove, Mark as Reviewed,
or Abstain from reviewing the artifact.
- Creating a Review of a Collection.
The steps involved in creating review of a collection are similar
to those for creating a review of individual artifacts. To create
a review of a collection, you can do either of the following:
- In the Collections tab of the Projects window, right-click
on a collection and select Create Review of Collection from
the popup menu.
- From within the collection editor, click the Create Review button.
- Deleting a Review. To delete a review,
open the review, click the header drop-down menu (
) and select Delete.