Create a Review

To create a new review in the Review Hub, follow the steps below:

1. Go to the Review Hub and click the sign in the top left-hand corner:

The review configuration window opens.

2. Specify a name for the review:

3. Select the type of review:

The following options are available:

• Tracker review
• Report review
• Release review

3.1 For tracker reviews, select a project, the tracker(s) to review, and a baseline (optional):

If you click the "Review only the items that have changed since the selected Baseline" checkbox, only those items will be included in the review which have been changed since the selected baseline was created.

3.2 For report reviews, click the icon in the Select a Report to review field to select a report to review:

3.3 For release reviews, select a project, the release(s) to review, and a baseline (optional):

Click Next (Preview Selection) at the bottom of the page to continue to the next step.

4. In the Preview Selection window, review the selections you made in Step 3:

If all the selections are correct, click Next (Set Up Review) to continue to the next step.

5. In the Set Up Review window, select the reviewers and review moderators:

Both reviewers and moderators need to have at least View or Read permission to the selected tracker, report or release.

You can select single users, groups or project roles both as reviewers and as moderators. All the project roles in all the projects involved in the review can be selected as review participants. When you add a role or group to the review, all the members of that role or group can review the items and/or moderate the review. However, each user will only see the review items to which they have read or view access.

Reviewers have permission to review items but have no permission to update the review. Moderators have permission to review items and they also have permission to update the review.

From codebeamer 21.04 you can define Viewers of the Review. Viewers can only open the Review, but they are not able to review the items (the Review will open read-only). By default, some common roles are preselected as Viewers if the involved projects contain these roles: Project Admin, Product Owner, Scrum Master, Developer, QA, Test Lead, Test Engineer, Hardware Engineer, Hardware Leader, Product Approver,Software Engineer, Software Leader. The system admin can change the name of the preselected roles in the Application Configuration, or can disable it. See: Application Configuration

If necessary, you can also specify the following:

• A deadline for the review
• Whether reviewers and/or moderators should be notified about the review
• Whether notifications should be sent to review participants about review events (votes, comments, and so on)
• Whether a signature is required for finishing the review
• Whether signatures are required from reviewers (and the minimum number of required signatures)

If a minimum number of required signatures is specified for the review, moderators will not be able to close the review until the required number of reviewers have signed the review.

Click Next (Done) at the bottom of the page to continue to the next step.

6. Check if all the information is correct in the Done window:

If any detail needs to be corrected about the review setup, click Previous at the bottom of the page to go back to any of the previous pages to make modifications.

If all the information on the page is correct, click Create Review.

Creating the review will take a few seconds. When the review is created, the review page opens.

Limiting the number of items in Reviews

You can set limits for the number of items in reviews using the Application Configuration menu under System Administration. You can set any limit below 1000 using this snippet:

  "review": {
  	"maximumItemsInReview": 600
  

}

Please note that codeBeamer has a hard limit: no review can contain more than 1000 items.