Adding details and your decision options to the review
In the Create Review dialog, you have the opportunity to add details to your review and define your decision options.
- Name - Add a descriptive name for your review.
- Description - The text in this field is auto-generated based on the selected business unit, repository, score and filter values. However, this text can be overwritten or amended by the user if required.
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Approver - The approver is the person who has the overall responsibility for checking that the review has been completed to the expected standard. When the review has been completed satisfactorily, the approver, and only the approver, will be able to commit the review.
Note - Only a user with an Analyst role can be nominated as the approver.
- Decisions - Decisions are user-definable values that the review team will apply to the objects under review. They should be defined in terms that are applicable to your organization and should be clear for the reviewers to understand. You can define up to 20 decisions and they are automatically assigned a colour code to make them easily distinguishable.
Caution - Take care when adding decisions as once the review is created, they cannot be amended. You can however add additional decisions after the review is created.
Once happy with your selections, click Create Review.
The review creation process can take some time and you will see the appropriate status when viewing the review:
When the creation has completed, the status will change to Open and the owner and the approver will receive automated 'Review Ready' emails.
Note - The person who creates the review is automatically assigned as the owner and is the sole user authorized to export the result manifest. However, this ownership can be transferred to another user after the review has been created by editing the review details.