Create a Review Element

You have two starting points for setting up a review, either:

• Create and/or open a diagram and drag onto it the Review element icon from the Diagram Toolbox, or
• Create a Review element from the Manage Reviews view and subsequently add it to an open diagram via the Browser window

In either case, your objective is to have a diagram containing a Review element, with a number of model elements and/or Navigation Cells for diagrams, which are the objects to be reviewed. This forms a simple, tidy, visual tool for managing the Review.

At the end of each of the two 'create element' processes, you are joined to the Review you have created and can make preliminary comments for the review.

Create a Diagram First

1. In the Browser window, on the parent Package for your Reviews, right-click and select the 'Add Diagram' option to display the 'New Diagram' dialog.
2. In the 'Type' field click on the drop-down arrow and select 'Reviews & Discussions', and in both the 'Select From' and 'Diagram Type' panels click on the 'EAReview' option.
   Alternatively, open an existing Review diagram, or create and/or open a diagram of any other appropriate type, as you prefer.
3. Drag onto the diagram the 'Review' icon from the Diagram Toolbox; the icon and element have these appearances:
      
   The element defaults to the Info View style, which you can edit or disable.
4. Display the element 'Properties' dialog and, on the 'General' page, enter the information as explained in the remaining steps.
5. If necessary, overtype the element name with a different name.
6. In the 'Status' field click on the drop-down arrow and select the appropriate status - normally 'Proposed', but you can also select from 'Active', 'Deferred' or 'Closed'.
7. Click on the EAReview tab and, in the 'EndDate' field, click on the drop-down arrow and select the date on which the review should complete.
8. In the 'StartDate' field, click on the drop-down arrow and select the date on which the review should begin. Click on the OK button.
9. The populated element displays in the diagram. Right-click on the diagram and select the 'Save current changes' option.
10. Right-click again and select the 'Join Review' option; the Review is opened to you as a joined reviewer, on the 'Review' tab of the Discuss & Review window, and you can create some initial discussion points.
11. From the Browser window, drag the elements and diagrams to be reviewed onto the diagram. See the Add Objects for Review section.

Create an Element First

1. Open the Reviews View (the 'Start > Collaborate > Review > Manage Reviews' ribbon option).
2. Right-click on the View background and select the 'New Review' option; the 'Create Review' dialog displays, with the 'Name' field defaulting to the name of the currently-selected Package.
3. If necessary, overtype the 'Name' field with a different name.
4. In the 'Status' field click on the drop-down arrow and select the appropriate status - normally 'Proposed', but you can also select from 'Active', 'Deferred' or 'Closed'.
5. In the 'Start' field, click on the drop-down arrow and select the date on which the review starts.
6. In the 'End' field, click on the drop-down arrow and select the date on which the review should complete. Click on the OK button.
7. In response to the prompt for the owner Package, either accept the current Package or browse for a different Package. Click on the OK button.
8. You are automatically joined to the review, on the 'Review' tab of the Discuss & Review window, and can create some initial discussion points.
9. Now create and/or open a diagram to contain the Review element and the objects to be reviewed. See the Add Objects for Review section.

Add Objects for Review

A formal review can be of a single element or diagram, or several objects together. To identify and organize the objects to be reviewed, you drag the objects from the Browser window onto the Review diagram. If you have created the Review element directly in the Reviews view, you also drag the Review element itself onto the Review diagram.

As you drag each element onto the Review diagram, drop it as a Link.

As you drag a diagram onto the Review diagram, drop it as a Diagram Reference or Navigation Cell.

You might also want to create a Note element on the diagram, containing information and instructions on the review for the Reviewers.

Learn More

• Add New Diagrams
• Manage Reviews
• Join a Review
• Navigation Cells
• Drop Elements from Browser Window