Review Configuration
To define a review state, select the Start a new review workflow action for the appropriate state (entry) or those incoming state transitions that should trigger the review.
For example: Configure an Approval for the status Waiting for approval of a (System/Customer) Requirements tracker:
As the approval process should start upon entering the Waiting for approval status, no matter via which transition, it is defined as a state entry action.
The Start a new review state can be invoked by selecting from one of the following:
• On Entry drop-down list
• State Transition Diagram
• By clicking on >
>
In the example, the Reviewers are chosen to be all users, referenced in the field Owner of the requirement to approve:
Make sure to grant Edit permission for the Owner field.
For the Review, it is configured that:
• Submitting votes requires the digital Signature of the reviewers, which is done by entering their Password.
• The reviewers should also be asked to specify in which Role they performed their reviews (only since Codebeamer release 10.0).
• It requires all votes for the item to be considered approved, and
◦ The designated target status for approved items should be Accepted.
• If more than 1 reviewer rejects the item, the item should be considered rejected, and
◦ The designated target status, in this case, should be Draft.
The placeholder all stands for all actually assigned reviewers including the allowed number of rejections.
If there are 3 reviewers, and the number of allowed rejects is 1, it actually requires 2 (positive) votes for the item to be approved.
In general:
• The number of allowed rejects must be less than the number of reviewers.
• The number of required approvals is the least of the following:
◦ The specified number of votes.
◦ The number of reviewers minus the number of allowed rejects (this is what all stands for).
A review started via Start a new review prevents the editing of the subject item as long as the review is in progress.
State transitions out of a review state can be associated with the current Review (result) via one of the special conditions:
• Subject approved.
• Subject rejected.
To only allow this transition if the review for the current item status was affirmative/positive or declined/negative.
 | The state transition to the designated Approved status (if any) is only applicable once the subject is approved. |
| | The state transition to the designated Rejected status (if any) is only applicable once the subject is rejected. |
 | It is neither necessary nor recommended to set these conditions explicitly. |