Jama Connect User Guide

Initiate 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.

You can start a review from several places in the interface. Whichever method you use, a wizard opens and guides you through the process.

Method/location

Action

Reviews

Select Reviews in the top navigation, then select Start a review.

Test plan

Select Test runs > Cycle > Send for review to send a cycle of test runs to review.

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

Projects > Single Item View

Select the item you want to review, then from the Actions drop-down menu, select Send for review.

Projects > List View

Select the items you want to review, them from the Actions drop-down menu, 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 tab — Right-click on the source that includes the baselined items you want to review, then select Send for review (reviews the items in their current state, not their baselined state). If all items from an existing source were deleted, you can't select Send for review from the baseline tree.

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 this review.

To start a review:

  1. Select the items you want to review using one of the methods described in the previous table.

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

  3. Settings — Configure the settings for your review.

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

  5. Invitation — Complete the invitation email.