{"id":49615,"date":"2020-04-03T06:49:54","date_gmt":"2020-04-03T13:49:54","guid":{"rendered":"http:\/\/www.technosolutions.com\/kb\/?p=49615"},"modified":"2020-04-10T05:14:39","modified_gmt":"2020-04-10T12:14:39","slug":"review-package-lifecycle","status":"publish","type":"post","link":"http:\/\/www.technosolutions.com\/kb\/49615\/review-package-lifecycle\/","title":{"rendered":"Review Package Lifecycle"},"content":{"rendered":"<h3>Overview<\/h3>\n<p><em>TopTeam<\/em> 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.<\/p>\n<p>When performing review, you can do the following:<\/p>\n<ul>\n<li>View information about the artifacts included in the review<\/li>\n<li>View changes made to artifacts using the \u201cdifference\u201d view<\/li>\n<li>Give your review verdict such as <em>Approved, Needs Revision<\/em>, etc. for the artifacts included in the review<\/li>\n<li>Give feedback by adding comments<\/li>\n<li>Pause review and return to finish it later<\/li>\n<li>Finish review and return the request to the requestor<\/li>\n<\/ul>\n<p>This article describes the complete lifecycle of a <strong>Review Package<\/strong>.<\/p>\n<h3>Who should read this?<\/h3>\n<ul>\n<li>TopTeam Users<\/li>\n<\/ul>\n<h3>Review Package Lifecycle<\/h3>\n<table>\n<tbody>\n<tr>\n<td><strong>Sr. No.<\/strong><\/td>\n<td><strong>Article Name<\/strong><\/td>\n<td><strong>Help Link<\/strong><\/td>\n<\/tr>\n<tr>\n<td>1.<\/td>\n<td>Configuring Review Step<\/td>\n<td>A <strong>Review Step<\/strong> is the first step to select when you are sending records for approval using <strong>Create Approval Request Wizard<\/strong>.<\/p>\n<p>A <strong>Review Step<\/strong> is a set of certain parameters required for a review process i.e. based on which records will be sent for approval. Such as:<\/p>\n<ul>\n<li>How you want reviewers to approve \u2013 on entire approval document or each record?<\/li>\n<li>Do you want to enforce rules such as records to be in a particular state, locked, etc. before sent for review?<\/li>\n<li>Who should be eligible to review records?<\/li>\n<li>Is digital signature required from reviewers?<\/li>\n<li>etc.<\/li>\n<\/ul>\n<p><em>TopTeam<\/em> provides default review steps: <strong>Formal Review Step <\/strong>and <strong>Informal Review Step<\/strong>. If you want to define a new review step, refer to the following article.<\/p>\n<p><a href=\"http:\/\/www.technosolutions.com\/kb\/47667\/creating-review-steps\/\" target=\"_blank\" rel=\"noopener\">Click here<\/a> to learn more.<\/td>\n<\/tr>\n<tr>\n<td>2.<\/td>\n<td>Including Review Packages Record Type in your project<\/td>\n<td>Ensure that <strong>Review Packages<\/strong> record type is included in your project.<\/p>\n<p><a href=\"http:\/\/www.technosolutions.com\/kb\/49546\/including-review-packages-record-type-in-a-project\/\" target=\"_blank\" rel=\"noopener\">Click here<\/a> to learn more.<\/td>\n<\/tr>\n<tr>\n<td>3.<\/td>\n<td>Creating a Review Package<\/td>\n<td>Create a <strong>Review Package<\/strong> and add artifacts and issues to it that you want to send for review.<\/p>\n<p><a href=\"http:\/\/www.technosolutions.com\/kb\/49555\/creating-a-review-package-using-review-package-wizard\/\" target=\"_blank\" rel=\"noopener\">Click here<\/a> to learn more.<\/td>\n<\/tr>\n<tr>\n<td>4.<\/td>\n<td>Sending a Review Package for approval<\/td>\n<td>Send a <strong>Review Package<\/strong> for review to desired reviewers from the <em>Desktop App<\/em>. Reviewers will receive this approval request in their approval inbox in <em>TopTeam Web<\/em>.<\/p>\n<p><a href=\"http:\/\/www.technosolutions.com\/kb\/49568\/creating-approvals-using-review-packages\/\" target=\"_blank\" rel=\"noopener\">Click here<\/a> to learn more.<\/td>\n<\/tr>\n<tr>\n<td>5.<\/td>\n<td>Approving Review Package records<\/td>\n<td>Reviewers approve <strong>Review Package<\/strong> records using TopTeam Web.<\/p>\n<p><a href=\"http:\/\/www.technosolutions.com\/kb\/49581\/approving-review-package-records-using-topteam-web\/\" target=\"_blank\" rel=\"noopener\">Click here<\/a> to learn more.<\/td>\n<\/tr>\n<tr>\n<td>6.<\/td>\n<td>Tracking approval request progress<\/td>\n<td>If you have sent records of a <strong>Review Package<\/strong> for review to multiple reviewers and you want to know the review status, you can easily track the approval progress.<\/p>\n<p><a href=\"http:\/\/www.technosolutions.com\/kb\/47726\/how-to-track-review-request-progress\/\" target=\"_blank\" rel=\"noopener\">Click here<\/a> to learn more.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<p>Revised: April 7<sup>th<\/sup>, 2020<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 review, you can do the following: View information about the artifacts included in the review View changes made to artifacts using the \u201cdifference\u201d view Give your review verdict such as Approved, Needs Revision, etc. for the artifacts included in the review Give feedback by adding comments Pause review and return to finish it later Finish review and return the request to the requestor This article describes the complete lifecycle of a <\/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-49615","post","type-post","status-publish","format-standard","hentry","category-review-package","tag-reviews"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-cUf","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/49615","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=49615"}],"version-history":[{"count":4,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/49615\/revisions"}],"predecessor-version":[{"id":49774,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/49615\/revisions\/49774"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=49615"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=49615"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=49615"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}