{"id":49555,"date":"2020-04-03T06:01:17","date_gmt":"2020-04-03T13:01:17","guid":{"rendered":"http:\/\/www.technosolutions.com\/kb\/?p=49555"},"modified":"2020-04-10T03:44:25","modified_gmt":"2020-04-10T10:44:25","slug":"creating-a-review-package-using-review-package-wizard","status":"publish","type":"post","link":"http:\/\/www.technosolutions.com\/kb\/49555\/creating-a-review-package-using-review-package-wizard\/","title":{"rendered":"Creating a Review Package using Review Package Wizard"},"content":{"rendered":"<h3>Overview<\/h3>\n<p>A <strong>Review Package<\/strong> includes records that are required to be approved by reviewers. An <em>Approval Request<\/em> is created and assigned to reviewers using <em>TopTeam Desktop App<\/em>. The reviewers then approve the <em>Approval Request<\/em> using <em>TopTeam Web<\/em>.<\/p>\n<p>This article describes the procedure to create <strong>Review Packages<\/strong> using <em>Create Review Package Wizard<\/em>.<\/p>\n<h3>Who should read this?<\/h3>\n<ul>\n<li>TopTeam Users<\/li>\n<\/ul>\n<h3>Prerequisites<\/h3>\n<ul>\n<li><a id=\"post-49555-Step47\"><\/a><strong>Review Packages<\/strong> record type must be included in your project. For more information, refer to the article <a href=\"http:\/\/www.technosolutions.com\/kb\/49546\/including-review-packages-record-type-in-a-project\/\" target=\"_blank\" rel=\"noopener\">Including Review Packages record type in a project<\/a>.<\/li>\n<li>You must have required permissions for creating <strong>Review Packages<\/strong>.<\/li>\n<\/ul>\n<h3><a id=\"post-49555-Step20\"><\/a>Step 1. Select Review Packages in the explorer and open the wizard for creating a Review Package record<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-49715\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/word-image-43.png\" \/><\/p>\n<h3><a id=\"post-49555-Step21\"><\/a>Create Package Wizard opens<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-49716\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/1-png-16.png\" alt=\"1.png\" \/><\/p>\n<h3><a id=\"post-49555-Step22\"><\/a>Step 2. Enter a Name and Description for the Review Package<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-49717\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/1-png-17.png\" alt=\"1.png\" \/><\/p>\n<h3><a id=\"post-49555-Step23\"><\/a>Step 3. Add artifacts to the Review Package that you want to send for review<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-49718\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/word-image-44.png\" \/><\/p>\n<h3><a id=\"post-49555-Step24\"><\/a>Step 4. Confirm to add Traced Records<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-49719\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/1-png-18.png\" alt=\"1.png\" \/><\/p>\n<p><strong>Add records that are &#8220;Trace Into&#8221; selected records:<\/strong><\/p>\n<p>This adds all the records that have <em>Traces Into<\/em> links with the selected record.<\/p>\n<p><strong>Add Records that are &#8220;Traced from&#8221; selected records:<\/strong><\/p>\n<p>This adds all the records that have <em>Traces From<\/em> links with the selected record.<\/p>\n<h3><a id=\"post-49555-Step25\"><\/a>Step 5. Create Review Package<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-49720\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/1-png-19.png\" alt=\"1.png\" \/><\/p>\n<h3><a id=\"post-49555-Step26\"><\/a>Review Package has been created<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-49721\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/word-image-45.png\" \/><\/p>\n<h3>Alternatively, you can create <em>Review Packages<\/em> using <em>Review Package<\/em> editor<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-49722\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/word-image-46.png\" \/><\/p>\n<p>You can then type <strong>Review Package<\/strong> title and add artifacts to it and save.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-49723\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/word-image-47.png\" \/><\/p>\n<div><a style=\"font-size: 18px;\" title=\"Including Review Packages Record Type\" href=\"http:\/\/www.technosolutions.com\/kb\/49546\/including-review-packages-record-type-in-a-project\/\" target=\"_blank\" rel=\"noopener\">&lt;&lt; Previous<\/a><a style=\"float: right; font-size: 18px;\" title=\" Creating Approvals using Review Packages\" href=\"http:\/\/www.technosolutions.com\/kb\/49568\/creating-approvals-using-review-packages\/\" target=\"_blank\" rel=\"noopener\">Next &gt;&gt;<\/a><\/div>\n<p>Revised: April 10<sup>th<\/sup>, 2020<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 Review Packages record type must be included in your project. For more information, refer to the article Including Review Packages record type in a project. You must have required permissions for creating Review Packages. Step 1. Select Review Packages in the explorer <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[187],"tags":[114],"class_list":["post-49555","post","type-post","status-publish","format-standard","hentry","category-review-package","tag-reviews"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-cTh","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/49555","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=49555"}],"version-history":[{"count":9,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/49555\/revisions"}],"predecessor-version":[{"id":49725,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/49555\/revisions\/49725"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=49555"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=49555"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=49555"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}