Creating a Review
You can create a review by following the steps described in this section:
1. Click > on the Codebeamer X home screen, Alternatively, click Create Review on the All Reviews page. The Create Review wizard opens.
2. Follow the steps in the Create Review wizard to complete the review creation process. For more information, see the five steps described in subsequent sections.
a. Once you are satisfied with the review creation summary on the Overview page, click Create Review.
As mentioned above, use the following steps to create a review:
Step 1: Items
You can create a review of trackers, reports and releases using the options on this page.
• To create a review of trackers:
◦ Select Trackers.
◦ Select the required Projects and Trackers from the respective lists.
◦ Optionally, select a Baseline from the list. The Review only the items that have changed since the selected Baseline option appears when a baseline is selected. . If you select this option, only the items which have been changed since the selected baseline was created will be included in the review.
• To create a review of reports:
◦ Select Reports .
◦ From the Report list, select a recently viewed report or a report that you have created.
• Release:
◦ Select the project, release and a baseline from the Select Project, Releases, and Select Baseline list respectively.
◦ Select Review only the items that have changed since the selected Baseline option to include only the items that have been modified since the selected baseline was created.
Click Next for the Details step.
 | You cannot add more than 1000 items in a review. |
Step 2: Details
You can create a review based on an existing template. Alternatively, you can follow the steps on the Details page and continue with the review creation process.
• Select Use a Review Template to create a review from an existing review template. If this option is selected, the Templates list is enabled. Select the required review template from the available options in the list. For more information on review templates, see Review Templates.
• To continue with the review creation process without using a template, provide a name to the review in the Name field. Optionally, you can also add a description.
| | You cannot add images and files to the Description field. |
Click Next to go to the Review Assignments step.
Step 3: Review Assignments
You can select the moderators, reviewers, and viewers for the review using the options on this page. Both Reviewers and Moderators must have at least View or Read permission to the selected tracker, report, or release.
• Click Moderators and enter a user names of users who you want to assign as a moderator. Similarly, you can assign Reviewers and Viewers to the review.
• You can also search and add users, roles, and groups as reviewers and moderators. For more information, see Contributors in a Review.
• Notifications: You can enable notifications for moderators and reviewers in case a review has been created or modified. Select or clear the following options to enable or disable the notifications:
◦ Notify Reviewers: Select this option to send a notification to the reviewers when a review is created.
◦ Notify Moderators: Select this option to send a notification to the moderators when a review is created
If you select either of these two options, the following additional option is displayed:
◦ Send Moderators notification about review events (vote, comment and complete) is displayed if you select Notify Reviewers: Select this option to send notifications to the reviewer whenever there is any event in the review. For example, if a reviewer or moderator adds a vote or a comment to the review, a notification is sent to the reviewer.
◦ Send Reviewers notification about review events (vote, comment and complete) is displayed if you select Notify Moderators : Select this option to send notifications to the moderator whenever there is any event in the review. For example, if a reviewer or moderator adds a vote or a comment to the review, a notification is sent to the moderator.
If you select both these options, the following additional option is displayed:
◦ Send Moderators and Reviewers notification about review events (vote, comment and complete): Select this option to send notifications to the moderator as well as reviewer whenever there is any event in the review. For example, if a reviewer or moderator adds a vote or a comment to the review, a notification is sent to both the moderator and reviewer.
• Signatures: The signatures from both the Moderators and the Reviewers can be used to finish a review.
Select any of the following options to enable the signatures:
◦ Require signatures from Moderators to finish the review: Select this option to indicate that signatures from moderators are required to complete the review. If this option is cleared the review can be completed without a moderator’s signature.
◦ Require signatures from Reviewers to finish the review: Select this option to indicate that signatures from Reviewers are required after they complete reviewing all the review items in the review. After selecting this option, the Minimum number of reviewers signatures required list is displayed. Enter the number of signatures required to complete the review.
| | The Reviewers can sign a review only after approving or rejecting all the review items available in the review. |
Click Next to go to the Settings step.
Step 4: Settings
You can define the review settings on this page.
The following sections are available on this page:
• Deadline: Optionally, you can set the deadline for a review. Click Deadline and select the required date by which the review process should be completed.
• Comments: Select or clear the Allow Moderators to create an item from a review comment option. Selecting this option enables you to create a review finding item from a comment and the Enable Review Finding Creation option for that review item is enabled. In addition, the Select Project, Select Trackers, and Reference Field lists are displayed. Select the required project, tracker and reference field from the respective lists.
• Item Status Threshold: The Item Status Threshold consists of a set of rules that decide the review status of the items. The reviewers can decide the review status of the items based on the setting in the selected rules. For more information on thresholds, see Setting Item Status Thresholds.
To set the number of reviewers required to approve or reject the review items, select or clear any of the checkboxes for Rule 1 and Rule 2, and enter the number of reviewers.
Click Next to go the Overview step.
Step 5: Overview
This is the last step of the review creation process. The Overview page displays the information that you have entered during the review creation process. If you need to update details in any of the review steps, click Previous at the bottom of the page to go back to any of the previous pages.
If you are satisfied with information on this page, click Create Review and complete the review creation process. When the review is created, the newly created review opens in a separate page.