Jama Connect User Guide

Item workflow for Approval Reviews

Integrating Approval Reviews with your item workflow provides a streamlined approach, ensuring reviews are consistent and up to date. When enabled by an organization admin, moderators can use templates for Approval and Peer reviews.

How does the process for using item workflow with review templates work? Review this high-level overview to learn more.

placeholder_item_workflow_graphic.png

Note: You must be an organization administrator to configure the item workflow for Approval Reviews.

  1. From Admin > Organization > Review center:

    1. Select Enable Approval review template. Approval reviews are required to integrate the workflow for your review process

    2. (Optional) Select Enable Peer review template. Peer reviews can be transition to Approval reviews.

    3. Click Save settings.

  2. From Admin > Organization > Workflow:

    1. Select Enable a workflow transition to be enabled by a finalized Approval review.

    2. Configure the workflow transition status, notifications, lock state, and permissions that apply to the new approval review transition.

  3. Moderator creates a review, then selects the Peer review template in the review wizard.

  4. Moderator views a Peer review and transitions it to an Approval review.

  5. When the Approval review is done, the moderator selects Finalize Approval review.

  6. After viewing the review overview and workflow transitions, the moderator selects Finalize review to confirm the transition.

Review template types

The review templates are optional. You can use none, one, or both types. You don’t need a Peer review template to finalize an Approval review.

Note

By default, the review templates are disabled. You must enable the Approval and Peer review templates to use them.

review_template_types.png
  • Approval review template — Use when you want to collect signatures and need a review signed off. If workflow is enabled, you can batch update items to an approved state.

  • Peer review template — Use when you have a review with ongoing iterations and when changes to items are always in the “ready for approval” state.