Updated on 2024-10-31 GMT+08:00

Creating and Completing CRs

When a raw requirement, system feature, R&D requirement, or bug is under control or baselined, you can perform the following steps to modify their controlled or baselined fields.

Creating a CR

  1. Access the CodeArts Req homepage.
  2. Create a CR in either of the following ways:

    • On the project homepage, go to the raw requirement, feature tree, R&D requirement, or bug list page, select a controlled raw requirement or bug, or a baselined system feature or R&D requirement, and modify a parameter marked with the icon. In the displayed dialog box, click OK.
    • On the project homepage, choose Review > Change Review. Then click CR.

  3. On the CR page, set the required parameters.

    Table 1 Creating a CR

    Parameter

    Description

    CR Title

    Title of the review.

    • Use letters, hyphens (-), underscores (_), commas (,), semicolons (;), colons (:), periods (.), slashes (/), parentheses (()), and spaces.
    • Include 1 to 256 characters.

    Description

    Enter the background, value, and details of the review.

    • Use text, images, or links.
    • Include 1 to 50,000 characters.

    Start time

    The time when you want the review to start.

    Completes

    The time when you want the review to complete.

    Require Decision-Making

    This parameter is available only when Require Decision-Making is enabled on the Settings > Work > Review page.

    NOTE:

    If Require Decision-Making is set to No, no approver needs to be specified. The review will skip the decision-making phase.

    Copy To

    Select the project members you want to inform about this review.

    Change Object

    Add the objects to be changed, including raw requirements, system features, R&D requirements, and bugs.

    • Raw requirements can be selected only when they are in the Confirming, Planning, or Implementing state. After adding change objects, modify controlled fields (marked with ), and set Approver and Reviewer.
    • System features and R&D requirements can be selected only when they are baselined. After adding change objects, modify controlled fields (marked with ), and set Approver and Reviewer.
    • Bugs can be selected only when they are in a status in which a controlled field is editable. After adding change objects, modify controlled fields (marked with ), and set Reviewer and Review Expert.
    NOTE:

    If Review Expert is not set, the review phase will be skipped.

    The options of Review Expert are project members. You can select multiple ones.

    For systems features and R&D requirements:

    The options of Reviewer can be configured on the Settings > Work > Review page. The default options are project administrator and project manager. You can select only one option.

    For raw requirements:

    • If the proposing project initiates a change review, the options of Reviewer include the project administrator, project manager, and requirement owner of the responsible project. You can select only one option.
    • If the responsible project initiates a change review, the options of Reviewer include the project administrator, project manager, and requirement submitter of the proposing project. You can select only one option.

    For bugs:

    • If the proposing project initiates a change review, the options of Reviewer include the project administrator, project manager, test manager, and bug owner of the responsible project. You can select only one option.
    • If the responsible project initiates a change review, the options of Reviewer include the project administrator, project manager, test manager, and bug creator of the proposing project. You can select only one option.

    Associated Files

    Attachments, wikis, and documents related to the review.
    NOTE:

    If the change objects include a raw requirement and bug, files can be associated only when the proposing and responsible projects are the same.

    Collaborative Parent Item Change

    Existing change reviews you wish to collaboratively complete with the current review.

  4. Click Submit.

    You can view the new CR in the change review list.

Completing a CR

This operation is performed by the specified review experts and reviewer of a CR.

  1. Access the CodeArts Req homepage.
  2. On the project homepage, choose Review > Change Review.
  3. Click the title of a CR in the To Be Reviewed state. The CR details page is displayed on the right.
  4. Click the icon in the row that contains the target change object, and set the required parameters.

    Figure 1 Review by review experts
    Table 2 Review by review experts

    Parameter

    Description

    Result

    Select your review result.

    • Approve: You agree with the change.
    • Reject: You do not agree with the change.
    • Transfer to others: Transfer the review to another review expert.

    Comment

    Your comments on the change. This parameter is required when Result is Approve or Reject.

    • Use letters, hyphens (-), underscores (_), commas (,), semicolons (;), colons (:), periods (.), slashes (/), parentheses (()), and spaces.
    • Include 1 to 300 characters.

    Expert Comments

    Comments of other review experts.

  5. Select a review result (Approve or Reject) and click OK.

    After the expert review is completed, the final review result can be determined using the selected method on the Settings > Work > Review page.

    • By single reviewer: A CR is complete when one review expert approves or rejects it.
    • By all reviewers: A CR is complete when all review experts approve it or one review expert rejects it.
    • By pass rate: A CR is complete when "Number of review experts who approve the review/Total number of review experts × 100% ≥ Pass rate", or "Number of review experts who reject the review/Total number of review experts × 100% > 1 – Pass rate".

    If a CR's result in the review phase is Rejected, the CR skips the decision-making phase and its final result is Rejected.

    After the review phase of all change objects in the CR is complete, the CR status changes to Decisioning.

  6. Click the title of a CR in the To Be Approved state. The CR details page is displayed on the right.
  7. Click the icon in the row that contains the target change object, and set the required parameters.

    Figure 2 Decision-making by reviewer
    Table 3 Decision-making by reviewer

    Parameter

    Description

    Result

    Select your decision.

    • Approve: You agree with the change.
    • Reject: You do not agree with the change.
    • Transfer to others: Transfer the review to another reviewer.

    Comments

    Your comments on the change. This parameter is required when Result is Approve or Reject.

    • Use letters, hyphens (-), underscores (_), commas (,), semicolons (;), colons (:), periods (.), slashes (/), parentheses (()), and spaces.
    • Include 1 to 300 characters.

    Review Result

    The result of the review phase for your reference.

    Expert Comments

    Results and comments of review experts in the review phase for your reference.

  8. Select Approve or Reject for Result, and click OK. The CR object's approval result is displayed after its decision-making process is complete.

    The CR status changes to End only after the decision-making process of all change objects is complete.