Editing a review process

As a project manager you can make changes to an existing review process. It is important to note that if the review process has asset associations you can only edit the Review Name.

To edit a review process:

  1. From the Project page select the project that contains the review process.
  2. Click on the Review Processes link.
  3. Click on the Review Name link for the review process you wish to edit, to display the Review Details window.
    Note: You have the option to delete a review step by clicking and confirming the deletion.
  4. Edit the Review Name, if required.
  5. Associate a comparison file to the review process, if required.
    Note: If the use of comparison profiles is implemented in your organization, you will be allowed to select the required profile otherwise the Comparison Profiles option will not be visible.
    To edit other review process settings, click on the required Step link and make the required changes.
  6. Click on Add Step if you want to add another step to the review process. Refer to Adding review processes to a project
  7. Click Save to save your review process changes.