Creating and Reviewing Change Reviews (CRs)

Prerequisites

A project has been created.

Creating a CR

1. On the project homepage, choose Review > Change Review.
2. Click CR.
   

   Configure whether to display Require Decision-Making on the review creation page or review editing page by referring to Configuring Review Settings. If Require Decision-Making is set to No, Decisioning will not be displayed on the status navigation bar of the corresponding details page.

3. Enter CR information.
   • Change Object: Add the objects to be changed, including RRs, system features, R&D requirements, bugs.
     • You can add objects only for RRs in the Planning or Implementing states. After the objects are added, modify the controlled fields that are with to submit the change requests and select Approver and Reviewer.
     • You can add objects only for baselined system features and R&D requirements. After the objects are added, select Approver and Reviewer.

       If Reviewer is not selected, the review phase will be skipped.

     • You can add bugs that are defined by the responsible project workflow and belongs to the status node with editable controlled fields. After the bugs are added, select Approver and Reviewer.

     If Require Decision-Making is set to No, Approver will not be displayed.

   • Associated Files: Add files related to the change object.
   • Collaborative Parent Item Change: CRs can be added only when they already exist in the system.

4. Click Submit to create a CR.

   You can view the new CR in the CR list.

Reviewing a CR

This operation is performed by reviewers and the approver.

1. On the project homepage, choose Review > Change Review.
2. Click a CR which is in the To Be Approved or To Be Reviewed state.
3. Click the title of a CR in the To Be Approved state. The CR details page is displayed on the right.
4. Click the icon in the row that contains the target change object on the details page.
5. Select a decision-making result, enter Comments, and click OK.

   The approved CR is now in the END state.

6. Review a CR.
   • If Require Decision-Making is set to Yes, perform the following operations:
     1. Click in the row that contains the target change object on the details page.

        

     2. Select a decision-making result, enter Comments, and click OK.

        The approved CR is now in the END state.

   • If Require Decision-Making is set to No, perform the following operations:
     1. Click in the row that contains the target change object on the details page.

        

     2. Select a review result, enter comments, and click OK.

        The approved CR is now in the To Be Approved state.

     3. Perform 6.a to 6.b to complete the CR approval.