pbauer
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Is there a report for completed reviews that still have items that need to be completed?
We have a situation where we have a number of reviews that are in the "completed" state, but they need additional processing to drop off of the to-do lists of the participants. An example is that one is completed but "waiting for signatures." Is there a way to know that these exist? I am trying to make sure that we completed stalled reviews, but I have no way of knowing which ones are in this state unless participants contact me and let me know, and then I can help them get the reviews completed. If I could run a report that I could sort on "phase", and then also "progress," I could identify which reviews need some additional attention. Is there such a way to accomplish this?Re: Edit Participant Fields for Other Users
In our organization, we have some people (SQA) that always will have the same role, but because of our matrixed engineering organization, a Systems Engineer may be the Project Engineer on one project, a Lead Systems Engineer on another, and even just a Systems engineer on another one. We need the ability to set this specific for a particular review. If it can remember the last role a person was assigned, then it could stay the same for repeated reviews on a particular project without having to change it. It would be very helpful to have the same people that can change review information (based on role/template), also be able to change this participant information (review creator).Re: Can you add a free form text field to the role assignment section of a review?
SSMorgan, Thank you for the tip. I have a few questions about how you did this. 1. What were the parameters for setting up the custom field? Can you give a screenshot of that as well? 2. How did you get it to show up in the participants section? My other custom fields do not show up there. Thank you for the great examples. With some guidance, we will be able to make this work for us as well. pbauerRe: Create new participant status for send to rework
I like the idea of changing the status to "Reviewed." On the other hand though, If the person indicates that they are waiting until they are "poked," The tool carries their approval forward without them having to re-approve the document that has been updated. If they are fine with the simple defects identified and they don't want to be bothered again, they don't have to go back into the review to show their approval.Re: Need transparent background on pushpin graphic
Too much is covered by the new pins. I would rather see the old pins with a small number in them than I would the new pins and number. Took much is covered. The old pins were more slender, had a finer location, and did not cover nearly as much. I like the comment above (ssmorgan) about selecting and dragging to another location. It could be like a Word document comment where you highlight it, and then it puts the comment over in the margin. Just some way of not obscuring the area around the pin.Re: Allow removal of files from an active review
In our case, many of the files we review are not code files from a change list, but individual spec files or something. If I have added a file by mistake (or the wrong version from my computer), I can't delete the file unless I delete the whole changelist (which is not really a change list like multiple code files). I don't want to do that because of the valuable information there. I just want to remove the file that was mistakenly added. Even if I have not made a comment to it, but have made a comment to another file in the list, I can't remove this bad one because the tool thinks it is part of a list and can only delete the entire list! There needs to be a way to differentiate between a list of nested files and individual files.We need a way to change the defaulted values
When I go to the "display" screen, it is defaulted to "page Width." I want it to default to "full Page." I have to change it every time I go into the document. Is there a way to change the default value? Another example is when you go to the details page of a review. the output defaults to "hide Comments." I want to change it to "Show all Comments." It would be nice if there was an admin capability to change defaults based on my preferences, not SmartBears.Can you add a free form text field to the role assignment section of a review?
I would like to request that a freeform text field be added to the role assignment portion of the review screen that allows you to document the specific role assignment that each person has on the review. This is different than the moderator, reviewer, author, etc. It is in relation to the role this person has representing a particular effort. In our case, we have specific work products that require specific program involvement from specific roles like a SW lead, or a Project Engineer, or a Program Manager. When I identify someone in a review as a reviewer, I want to be able to identify them as the program manager, Project Engineer, etc. We don't want to have a separate template for every work product we review, we want to keep that generic enough to use the same template, but we want to be able to identify who each person is. We could create a custom field, but we want this to be tied to each review participant directly. A custom filed would not have that tie. I want to be able to show that all of the required reviewers for this particular work product were participants. Unless I tie them to the actual participants that have time recorded, I can't prove that they were involved. See below for an example. Review Role Assignment Program Role Asssignment Author System Engineer Moderator Lead Systems Engineer Reviewer Quality Assurance Reviewer Program Manager Reviewer Test Engineer I need to be able to show that the relevant stakeholders participated in the review. A custom field does not tie a program role with the time spent in the review, but if the review role could have a place to identify the program role, it could be on the same line in the review summary screen.
