A "Project Leader" user can create a review and add reviewers among project members. Creating a review is done by clicking on the New Review button on the page listing the reviews of the project. A review can be also created from a template. To achieve this, click the toggle icon right of the "New Review" button then click "From review template".
A review has a title, key, description, priority [High / Medium / Low] and a due date.
When creating a review from a template, the title and description of the review and its objectives are preset from the template's values.
Once the review has been created, you can list the contributors who will participate in the review:
You can then list the designs affected by the review. Reducing the review to a certain list of designs helps to clarify the perimeter of the review. This will facilitate the selection of resources for review in the review elements (see below). This will also alleviate the Resource Comments box, where only the relevant reviews will be displayed.
Here are the steps to narrow down the list of designs:
A review is broken down into review objectives. Each review objective is summarized by a title and a description.
Here are the steps to add a review objective:
The review objectives can be reordered with the Sort button in the Review Objectives area.
A review has a fixed workflow: [Creation of the review] => Not started => [Start the review] => In Progress => [Finalize the review] => Completed.
Once the review objectives are created, you can start the review by clicking the Start Review button on the toolbar. Contributors can then begin their review work and comment on design resources.
The project dashboard allows you to track the progress of each review you have started. The page of a review details this progress:
The Comments tab on the review page displays all of the comments created by contributors in this review. Comments are grouped by designs, then by a resource. You can filter comments to show only those corresponding to certain review objectives.
Once the contributors have completed their review, you can close the review by clicking the Close Review button on the toolbar. The review can then be re-opened, if necessary, via the same button.
Via the Report, button, a report document can be produced on the current review. For more information, see the section Generating a report.
A Delete drop-down menu is available on the review page for the "Project Leader" role. It permanently erases the review AND the comments created as part of this review.
Caution: As deletion is definitive, it is recommended that you use this feature only in rare cases.