You can create a review of resources, such as models and
designs, so that other team members can review their content. You
can also create reviews to gather feedback on a change set before
you commit it.
About this task
You can create a formal, informal or change set review. A
formal review requires a snapshot so that reviewers have access the
specific version of the resources in a snapshot. An informal review
does not require a snapshot because reviewers have access to the most
recent version of the resources available in the workspace. A change
set review only requires a change set.
Procedure
- On the main toolbar, click Reviews and,
under Create, click Review.
- In the New Review window, complete the following steps:
- Type a review title.
- Select a configuration. The available configurations
are the current workspace, any owned snapshots, and any non-committed
change sets that have been created in your current workspace.
- Specify a due date.
- Type a clear and concise set of instructions for the
review; use this field to provide guidance on what you expect from
reviewers and to define any review objectives.
- In the Participants table, repeat the steps for each participant
to add:
- Click Add.
- Enter search criteria to find the user, or use the asterisk
(*) wildcard to locate all users.
- Select the users to add.
- Select the role for the participants: Reviewer, Approver,
or Subscriber.
- In the Resources table, complete these steps for each resource
to add to the review; ignore these steps if your review is associated
with a change set (change set resources under review are automatically
added to the Resources table; you cannot modify these resources):
- Click Add.
- Enter a search string, for example, the name of a model
element. Your search is limited to elements in the configuration that
you associated with the review. You can also add a resource that you
pinned by using the Pinboard view.
- Select the resources to include in the review process.
- Click OK.
- Enter additional details in the description field; this
field is useful if you want to provide specific review guidance. If
your guidance is more general, consider adding the text in the Review
instructions field described above.
- Click Save.
- After you have added all participants and resources, click Start
Review to begin the review.