Creating a CR for Baselined Requirements

Step 1: Trigger a CR of Baselined Requirements

To facilitate project management, configure the Priority field of R&D requirements (IR, SR, and AR) as a baseline lock field on the Fields tab under Settings > Work Item > Work Item Management. Maggie wants to change the priority of baselined requirements from Medium to High. Maggie adds these R&D requirements to the CR request to adjust their priority. Alternatively, Maggie can change the Priority of each requirement to initiate a change.

1. Go to the Smart Watch project and choose Work Item > Req > R&D Requirements. The R&D requirement list page is displayed.
2. Select the baseline requirements to be changed and click Change on the operation bar in the lower part of the page, as shown in Figure 2. Alternatively, edit the Priority field of each requirement, as shown in Figure 3.
   Figure 2 Initiating batch changes on the R&D requirement list page

   

   Figure 3 Triggering a change by editing a baselined field

   

   On the R&D requirement details page, a dialog box is displayed, indicating that a change review is required. Click OK. The page for creating a CR is displayed. The R&D requirements to be changed are automatically added to the Review Objects list of the review.

3. Enter the review information by referring to Table 3.

   Table 3 CR parameters

   Parameter	Description	Example Value
   Title	CR title. The value can contain letters, hyphens (-), underscores (_), commas (,), semicolons (;), colons (:), periods (.), slashes (/), parentheses, and spaces. The value can contain 1 to 256 characters.	Use the default value generated by the system: Maggie's CR-R&D Requirement.
   Description	CR description. The value can contain images, links, letters, digits, hyphens (-), underscores (_), commas (,), semicolons (;), colons (:), periods (.), slashes (/), parentheses, and spaces. The value can contain 1 to 50,000 characters.	CR background: The requirements have been clarified for multiple rounds, baselined, and entered the R&D pipeline. However, due to recent market changes, some of them need to be prioritized. CR value: The following R&D requirements are prioritized. CR details: Refer to the associated files. If the change is triggered by editing a baselined field, the system automatically generates a change description.
   Review Objects	Object that needs to be reviewed. The review objects include RR, SF, IR, SR, AR, task, and bug.	Requirements selected in the R&D requirement list.
   	Change types include Move in/out of a baseline release or iteration, Modify, and Delete. For the Modify change type, the change content is the fields to be reviewed during the CR.	Select batch changes. You can add the objects to be changed to the change object list in batches. Select change objects and click in the upper right corner of the change object area. On the displayed page, change the baselined field Priority to High. You can click next to the change object to view the comparison before and after the change. Change the baselined field Priority of the baseline requirement to High to trigger a CR.
   	Decision-Maker: the decision-maker of the review object, who makes decisions on the review object at the decision-making phase of the review. When Require Decision-Making is disabled, this parameter is not displayed. That is, if Decision-Maker is not set in the review ticket, the review process will skip the pending decision-making phase. When Require Decision-Making is enabled, Decision-Maker is mandatory. You can configure the options of Decision-Maker by choosing Settings > Work Item > Review > Basic Review Settings. The default options are Project admin and Project manager. You can select only one option. NOTE: To enable Require Decision-Making, go to Settings > Work Item > Review > Basic Review Settings.	Chris
   	Review Expert: the review expert of the review object, who reviews the review object in the review phase of the review. Review expert, who reviews the review object in the review phase of the review. When Require Decision-Making is enabled, Review Expert is optional. If Review Expert is not selected, the review phase will be skipped. If Require Decision-Making is disabled, Review Expert is mandatory. If Decision-Maker is not set in the review ticket, the review process will skip the pending decision-making phase. You can configure the options of Review Experts by choosing Settings > Work Item > Review > Basic Review Settings. Multiple options can be selected.	For IRs, the values are Billy and Frank. For other requirements, the values are Susan and Mike.

4. Click Submit. A CR is created successfully.
5. Check the new CR on the review list page.
   Figure 4 Review list

   

Step 2: (Review Experts) Complete Review

After the CR request is submitted, the review experts Billy, Frank, Susan, and Mike receive a to-do notification. Review experts access the review details page through the notification card and review the objects.

If the proportion of review experts whose review comments are Approve or Reject reaches the threshold set in Work Item Settings > Review > Review Methods, the review phase of this change object ends.

After the review phase of all change objects ends, all change objects under the CR are automatically transitioned to the decision-making phase.

If the review result of a change object is Rejected, the decision-making result will be automatically set to Rejected.

1. Access the service homepage and click To-do Center in the upper right corner, or go to the smart watch project and choose Review > Change Review. On the Change Review page, select Pending review to check the CRs that need to be reviewed.
   Figure 5 List of CRs to be reviewed

   

2. Click the CR title to go to the CR details page. Click in the Operation column of each review object. The Expert Review dialog box is displayed.
   Alternatively, select the review objects to be reviewed and click Batch Review.

   Figure 6 Change review details

   

3. After filling in the information, click OK. The review is in the To be decided state.

   Table 4 Expert review parameters

   Parameter	Description	Example Value
   Result	Select a value as required. When Transfer to others is selected, the Review Expert selection box is displayed and you must set this parameter.	Approve
   Comments	This parameter is mandatory when Result is set to Approve or Reject.	Approve
   Expert Comments	If multiple review experts participate in the review, their review comments will be displayed here.	--

   Figure 7 Expert review page

   

Step 3: (Decision-Maker) Complete Decision-Making

After all review experts complete the review, the decision-maker Chris will receive a to-do notification. Chris will then go to the project to handle the review.

1. Access the service homepage and click To-do Center in the upper right corner, or go to the smart watch project and choose Review > Change Review. On the Change Review page, select Pending decision-making to view the CRs that require your decision.
   Figure 8 Pending decision-making

   

2. Click the title of a CR to go to the CR details page. Click in the Operation column of each review object. The corresponding dialog box is displayed.
   Alternatively, select the review objects to be decided and click Batch Decision-Making in the upper right corner.

   Figure 9 Decision-making details of the CR

   

3. After the parameters are set according to Table 5, click OK. The CR status is Completed.

   Table 5 Decision-making information of the decision-maker

   Parameter	Description	Example Value
   Result	Select a value as required. When Transfer to others is selected, the Reviewer selection box is displayed and you must set this parameter.	Approve
   Comments	This parameter is mandatory when Result is set to Approve or Reject.	Approve
   Review Result	This parameter indicates the final result of the review.	Passed
   Expert Comments	The review results and comments of review experts are displayed here.	--

   Figure 10 Decision-making page

   

Step 4: Requirement Field Values Changed Automatically upon Approval

After the decision-making process of all change objects is complete, the CR status changes to Completed, indicating that the review is completed. Maggie, the review creator, goes to the project after receiving a notification.

1. Access the service homepage and click Messages in the upper right corner, or go to the smart watch project and choose Review > Change Review. On the Change Review page, select I created to view the created CRs and their review result in the Status column.
   Figure 11 CR list page

   

2. Click R&D Requirements. On the R&D requirement list page, the Priority field of the R&D requirement added to the CR is High. The R&D requirement change process is complete.
   Figure 12 R&D requirement list page after the change