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Overview

A review brings together a number of issues and a group of users that will examine them individually to determine whether to accept or reject them. This page explains how to create a review, assign moderators and reviewers and execute the review to reach a conclusion.

Create a review

Action

Explanation

  • Go to the folder that contains the issues to be reviewed.

The recommended place to create a review is in a folder that contains the issues to be reviewed, since when a review is created, its sibling issues and their child issues are automatically added to the scope of the review. (Issues can still be added or removed from the scope manually after the review is created.)

  • Select Create review from the context menu of the folder.

This is the only way to create a review. Simply creating a review issue in Jira does not create an issue that the application recognizes as a review and the special features of the Review Cockpit are missing.

  • Fill out the standard Jira create issue dialog.

  • Select Create.

The review moderators and reviewers should be selected here if the fields are available in the screen.

The new issue contains a section named “Review”, containing a review subtask for each of the specified reviewers. If you have been specified as a moderator, you will see two buttons: Moderator view and Scope.

  • Add yourself to the Moderator field.

To manage the review you need to be a member of the Moderator field. If you did not include yourself in the field when you created the issue, you should do so now.

  • Add reviewers to the Reviewers field.

A review subtask is automatically created for every user added to the to the Reviewers field.

The moderator of a review is not automatically a reviewer. If you are both moderator and reviewer, you must add yourself to the Reviewers field.

  • Select Scope.

  • Add or remove issues to specify the scope of the review.

  • Select Add.

This action is only needed if the default scope of the review needs to be modified.

Moderate the review

Action

Explanation

  • Open the review issue.

  • Set the issue’s status to in progress.

The status indicates that the review is underway.

  • Use the Review section of the issue to view the overall status of the review.

The Review section shows each reviewer’s subtask including the following information:

  • Status: The Jira status of the review subtask.

  • Pending: The number of issues that have not yet been reviewed.

  • Accepted: The number of issues that have been identified as having no problems needing attention.

  • Rejected: The number of issues that have been identified as having problems needing attention.

  • Commented: The number of comments.

  • Select Moderator view to view the detailed status of the review.

This action opens the Moderator view, which consists of the following elements:

  • Scope pane: The left pane displays the review issue and its review subtasks, followed by the issues to be reviewed in their tree structure. Selecting an issue opens it in the right pane. Next to each issue is shown the numbers of comments, acceptances, rejections and pending reviews (neither accepted not reject).

  • Issue pane: The right pane displays the issue selected in the left pane.

  • Set the review issue’s status to complete when the review is completed.

The status indicates that the issues have been reviewed.

Execute the review

Action

Explanation

  • Open your personal review subtask.

  • Set the status to in progress.

The status indicates to the moderator that you are working on the review.

  • Open the review issue.

  • Go to the Review section of the issue.

  • Select Start next to your review subtask.

This action opens the Review view of your individual review, which consists of the following elements:

  • Scope pane: The left pane displays the review issue and your review subtasks, followed by the issues to be reviewed in their tree structure. Selecting an issue opens it in the right pane.

  • Issue pane: The right pane displays the issue selected in the left pane.

On the top right of the issue pane are buttons used to comment and make your decision about the issue:

  • Comment: Add a comment.

  • Accept: Indicate there are no problems with the issue that need attention.

  • Reject: Indicate there are problems with the issue that need attention.

There are also icons that allow you to move back and forth between the issues in the left pane.

  • Work through the issues in the scope of the review, making comments and decisions on each.

This work can be distributed over multiple sessions.

  • Set the status of your review subtask to complete.

The status indicates to the moderator that you completed your work on the review.

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