Creating a Review Package using Review Package Wizard

Overview

A Review Package includes records that are required to be approved by reviewers. An Approval Request is created and assigned to reviewers using TopTeam Desktop App. The reviewers then approve the Approval Request using TopTeam Web.

This article describes the procedure to create Review Packages using Create Review Package Wizard.

Who should read this?

  • TopTeam Users

Prerequisites

Step 1. Select Review Packages in the explorer and open the wizard for creating a Review Package record

Create Package Wizard opens

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Step 2. Enter a Name and Description for the Review Package

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Step 3. Add artifacts to the Review Package that you want to send for review

Step 4. Confirm to add Traced Records

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Add records that are “Trace Into” selected records:

This adds all the records that have Traces Into links with the selected record.

Add Records that are “Traced from” selected records:

This adds all the records that have Traces From links with the selected record.

Step 5. Create Review Package

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Review Package has been created

Alternatively, you can create Review Packages using Review Package editor

You can then type Review Package title and add artifacts to it and save.

Revised: April 10th, 2020

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