Review Package Lifecycle
Overview TopTeam authors can send review or approval requests to stakeholders in a project. Stakeholders can provide review verdict and return the request back to the requestor. When performing …
Category: Reviews & Approvals
Approving Review Package records using TopTeam Web
Overview A Review Package includes records that are to be approved by a reviewer. An Approval Request is forwarded to reviewers using TopTeam Desktop App. A reviewer will approve …
Creating Approvals using Review Packages
Overview When you send a Review Package for approval, the approval request (review document) is sent to the selected reviewers in their approval inbox of TopTeam Web. Reviewers can …
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 …
Including Review Packages record type in a Project
Overview Before starting work on your project, you need to add (or include) a record type in the project. Review Packages is a record type. The purpose of a …
How to track review request progress of a Review Package
Overview You can track the progress of your review request sent for approval to reviewers (approvers) by using Review Package Explorer. This article describes how to track review request …
How to send an FYI Request
Overview You can send a For Your Information (FYI) Request to a reviewer of a Review Package. The reviewer can then comment on this request, if required. NOTE: Send …
Creating Review Steps
Overview You can configure review cycle by defining steps for review that includes specifying various review parameters such as whether the artifacts should be reviewed individually or whole review …
Viewing additional details of a record in Online Reviews
Overview In Online Reviews, you can view additional details of a record using the following methods: From the Show Detail drop-down menu From the right-click menu of a record …
Using Online Reviews Editor
What is the Online Reviews editor? Online Reviews is the platform in TopTeam Web where reviewers (both authors and collaborators) can review artifacts of different record types and send …