Creation and follow-up of a review

A "Project Leader" user can create a review and add reviewers among project members. Creating a journal is done by clicking on the New Review button on the page listing the reviews of the project.

A review has a description, priority [High / Medium / Low] and a due date.

Definition of contributors

Once the journal has been created, you can list the contributors who will participate to the review:

  1. On the Review page, click the Edit button in the Contributors area.
  2. Select from among the members of the project those who can contribute to the review.

Defining the scope of 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:

  1. On the review page, click the Add button in the Designs area.
  2. Select from the project designs those whose resources can be commented on as part of the review.

Defining the objectives of the review

A review is broken down into review items. Each review item corresponds to an objective, summarized by a title and a description.

Here are the steps to add a review item:

  1. On the review page, click the Add button in the Aim of the review area.
  2. On the General tab of the authoring window, give a title and description to the review item. This information should tell a contributor what actions you expect from them.
  3. On the Resources tab, select the primary resources affected by this review item. The selectable resources are those contained in the designs referenced by the review.
  4. On the Contributors tab, select the subset of contributors affected by this review item. Not all review contributors are necessarily involved in each review item. Reducing the number of contributors to this level makes it possible to assign to each contributor an objective according to their area of competence.

The review items can be reordered with the Sort button in the Aim of the Review area.

Monitoring of the review and life cycle

A review has a fixed workflow: [Creation of the review] => Not started => [Start the review] => In Progress => [Finalize the review] => Completed.

Once the review items 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 resource. You can filter comments to show only those corresponding to certain review items.

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.

Generation of a report on the review

Via the Report, button, a report document can be produced on the current review. For more information, see the section Generating a report.

Delete Review

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 command only in rare cases.