Engineer: Review process

If Email me when a review is assigned to me is selected in your notification preferences, you receive a New Review Assignment email when you are assigned as the engineer for a review. Refer to Managing your email notification preferences. Clicking the link in the email opens the review in myITprocess.

To manually navigate to a review you are assigned to from within myITprocess, complete the following steps:

1. In the top navigation menu, click Alignment.

2. From the drop-down menu in the upper-left corner of the page, select My Reviews.
3. Search, filter, and sort as necessary to find the applicable review. Refer to Searching, filtering, and sorting. To filter by reviews for which you are assigned as the engineer, click the filter icon in the upper-right corner of the page and select your name from the Engineer drop-down menu.

4. Click anywhere in the row of a review to open that review.

Narrow the question list by keywords, answers, or flag statuses. Refer to Filter options in reviews for more information.

For each question, select Yes, No, or N/A as the answer. You can optionally enter notes in the Technical Analysis field to document your findings.

If the question was answered in a previous review for the organization, the prior answer appears below the question text as a reference. Clicking the Previous answer link opens a pane with details.

If a technical analysis was entered for the same question in a previous review for the organization, that analysis appears in a Previous technical analysis banner. Click Reuse to carry it forward or Dismiss to clear it and enter a new analysis (or leave it blank).

Click the IT Glue icon to view IT Glue assets linked to this question or search for assets to add. Refer to Adding flexible assets to review questions in IT Glue integration.

NOTE  This option is also available from the three-dot menu for a question.

Click the flag icon to mark the question for discussion or follow-up with the vCIO, indicated by a solid flag.

When you are ready to have the discussion, simply filter the review by questions with a flag. This option is available by clicking the three-line menu icon in the upper-right corner of the review page and filtering by Flagged in the Flag statuses drop-down menu.

Once a flagged question is addressed, clicking the flag icon again and selecting Mark as complete from the drop-down menu changes the color of the flag to green, indicating to resources that the discussion item has been addressed.

BEFORE YOU BEGIN  For this option to show, the organization the review is for must be mapped to its matching organization in your integrated PSA tool. Refer to Performing organization mapping.

While you have the option to create PSA tickets for a review in its entirety, as described in Create and manage PSA tickets for a review, you also have the option to create PSA tickets for individual questions in a review.

These tickets can be sent to a dedicated board with the benefit of someone in centralized services or the support desk remediating that issue.

To create a PSA ticket for a question in a review, complete the following steps on the review page:

1. Locate the question you want to create a ticket for, and click the ticket icon.
   
2. Click Add.
   
3. The Summary field for the ticket is automatically populated with the review question and can be edited. This field is limited to 500 characters.
   
4. Optionally, enter a description that will appear in the ticket.
   
5. Click Save to create the ticket.

NOTE  You have the option to create more than one ticket for a single question. To do so, open the review, click the ticket icon for a question that already has one or more tickets associated with it, and click +.

NOTE  This option is also available from the three-dot menu for a question.

Click the three-dot menu icon to view the full details of a question, including the Why are we asking field and How to find the answer field values, if populated in the Standards Library. Refer to Add a question in Using the Standards Library.

Click the three-dot menu icon and then click History to see a list of every prior review for the organization that included this question. Each row shows the review's submission date (or In progress if the review has not yet been submitted by the vCIO/completed), the engineer's answer, and the vCIO's alignment marking. Clicking a row shows the review ID and submission date for that entry.

Click the three-dot menu icon and then click Attachments to upload supporting documentation that can reinforce the severity of a question, particularly for out-of-alignment findings. Click and drag files into the upload box, or click Browse to locate them on your device.

File requirements

• Maximum 25 MB per file
• PNG, JPEG, Word (.doc or docx), or TXT
• Files names cannot contain symbols

NOTE  Attachments do not appear in reports.

Click the three-dot menu icon and then click Private notes to enter an internal message that can be viewed inside of a review. The engineer and vCIO can use this feature to communicate.

NOTE  Private notes do not appear in reports.

The Engineer review pane on the left side of the page shows your progress in each section and category. Questions are grouped by category. The value next to each category shows how many questions you have answered out of the total (for example, Workstations & Mobile Devices (6/7)).

TIP  Click a category in the pane to jump to it in the review.

Once all questions are answered (progress bar shows 100%), click Submit Review in the lower-left corner of the page. After engineer submission, the review now has the vCIO In Progress status, and the assigned vCIO can begin their portion of the review. Refer to vCIO: Review process.