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Jama Connect User Guide

Create a review

You can create reviews for any item or group of items in a project. By default, you are the moderator for any reviews you create.

Ways to create a review:

  • From Reviews — Select Start a review.

    Select Reviews > Start a review.
  • From Projects > Explorer Tree — Select List View, Reading View, or Document View, select the items you want to include in the review, then select Send for review.

    Select Projects > Explorer Tree, select items to include, then select Send for review.
  • From Projects > Project toolbar — Select Explorer, Filters, Releases, Baselines, or Test Plans, right-click on the item or collection of items you want to include in the review, then select Send for review.

    Select Projects > icon on Project toolbar, select items to include, then select Send for review.

Regardless of where you begin, the process is the same through an easy-to-follow wizard. Follow the prompts in the wizard to define and initiate your review.

This video shows a cursor completing the workflow to initiate a review in the review wizard dialog. The name of the review is entered and items to be reviewed are selected under the first step: ​Definition​​. The cursor then selects ​Next​​. The ​Settings​​ page opens and the cursor selects ​Next​​. The ​Participants​​ page opens, the cursor selects a participant, then selects ​Next​​. A customizable invitation is generated on the Invitation page. The cursor s
Initiate a review wizard has 4 pages: Definition, Settings, Participants, and Invitiation.
  • Definition — Name your review, set a deadline, and select items to be reviewed.

  • Settings — Configure the settings for your review.

  • Participants — Configure who you want to review your items.

  • Invitation — Complete and send the invitation email.