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Jama Connect User Guide

Create a review

You can create reviews for any item or group of items that you can access. By default, you are the moderator for any reviews you create.

A wizard walks you through the process of creating a review.

Note

Although you can access the wizard from several places in the interface, this task describes starting the wizard from the header, then selecting items for review. For other methods, see the table at the end of this task.

To create a review:

  1. From the Jama Connect header, select Reviews, then click Start a review.

    Start_a_review.png

    The wizard opens to the first of four pages, where you define your review.

    Image shows a window with the first of four steps highlighted: 1) Definition 2) Settings 3) Participants 4) Invitation.

  2. Definition — Name your review, set a deadline, and select items to be reviewed.

  3. Settings — Configure the settings for your review.

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

  5. Invitation — Complete and send the invitation email.

Tip

When you initiate a review, a baseline of the selected reviews is automatically generated. You can find this baseline under the Baselines tab or you can find a link under the Versions tab of any item in your review.

You can access the wizard from several places in the UI, depending on the type of items you want to send for review.

Method/location

Action

Test plan

To send an entire test plan for review, select Test Plans, right-click on the test plan, and select Send for review.

To send a specific cycle and any associated runs for review, select Send for review from the Cycle drop-down menu in the test runs tab of the test plan.

Projects > Single Item View

Select the item you want to review, then select Send for review.

Projects > List View

Select the items you want to review, then select Send for review.

Explorer Tree

Right-click on an item and select Send for review.

Filters tab

Right-click on the filter that points to the items you want to review, then select Send for review.

Releases tab

Right-click on the filter that points to the release you want to review, then select Send for review.

Baselines

Right-click on the source that includes the baselined items you want to review, then select Send for review (reviews items in their current state, not their baselined state).

In this section: