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 and open the wizard for creating a Review Package record
Create Package Wizard opens
Step 2. Enter a Name and Description for the Review Package
Step 3. Add artifacts to the Review Package that you want to send for review
Step 4. Confirm to add Traced Records
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
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
