Managing reviews

You can search for a specific review in the list by entering the organization name, review name, or first or last name of the assigned engineer or vCIO in the Search bar at the top of the page. The results are narrowed as you type, and other filters are respected.

You can filter the list of reviews by organization(s), assigned engineer(s), assigned vCIO(s), review status(es), and tag(s) by clicking the filter icon in the upper-right corner of the page.

From one or more of the drop-down menus, select the applicable checkboxes to filter by. The results are automatically narrowed after selecting each checkbox. The filter selections persist the next time the page is accessed and can be individually cleared.

To view all reviews or all reviews you are assigned to (depending on whether the list is filtered by All Reviews or My Reviews), clear all filtering by clicking Reset.

To learn about tags, refer to Managing Standards Library tags.

Status descriptions

The following table provides descriptions for the Status filter:

You can sort by one column at a time in ascending or descending order by clicking the sort icon in the upper-right corner of the page.

By default, the selected item is sorted in ascending order . Click the item a second time to sort in descending order .

The following table provides sorting option descriptions:

To edit the title, status, assignees, or due dates for a review, 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, filter the list of reviews by All Reviews or My Reviews.
3. Search, filter, and sort as necessary to find the applicable review. Refer to Searching, filtering, and sorting.

4. In the row of the review, click the Details link.
5. From the three-dot menu in the upper-right corner of the Review details pane, select Edit review details.

BEFORE YOU BEGIN  The organization the review is for must be mapped to its matching organization in your integrated PSA tool. Refer to Performing organization mapping.

To create a PSA ticket for a review, 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, filter the list of reviews by All Reviews or My Reviews.
3. Search, filter, and sort as necessary to find the applicable review. Refer to Searching, filtering, and sorting.

4. In the row of the review, click the Details link.
5. In the Review details pane, click Tickets (#/#).

NOTE  This option is also available if you open the review and click the menu in the upper-right corner of the page.


6. In the Review tab, which is selected by default, click Add to create a ticket for the review in its entirety.
   
7. Enter a custom summary and description that will appear in the ticket.
   
8. Click Save to create the ticket.

NOTE  You have the option to create more than one ticket for a single review. To do so, click + in the Review tab of the Tickets pane.

NOTE  PSA tickets for individual review questions can be created within the review. Refer to Create and manage PSA tickets for a question in Engineer: Review process.

Once a ticket is created, you can view the ticket details and open the ticket in your PSA tool directly from the review Tickets pane. Expand the ticket summary to see the ticket details, including the summary, ticket ID, date created, status, board, and description. You can edit these details from the PSA ticket.

To open the ticket in your PSA tool, click View ticket.

To sync the latest ticket updates from your PSA tool to myITprocess, click the refresh icon ⟳.

To archive the ticket from within myITprocess, click Archive, and you will be prompted to confirm this action.

For an overview of the Alignment Report in myITprocess, refer to Alignment Report.

To generate an automatically configured Alignment Report reflective of a specific review, 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, filter the list of reviews by All Reviews or My Reviews.
3. Search, filter, and sort as necessary to find the applicable review. Refer to Searching, filtering, and sorting.

4. In the row of the review, click the Details link.
5. In the Review details pane, click Alignment Report.

You are redirected to the Alignment Report page, where the report is automatically configured for the review and generated as a downloadable PDF.

For any review, you can send reminder emails to the assigned engineer, vCIO, and/or another user in the myITprocess account.

The subject line indicates that the review still needs work, and the body of the email includes a link to navigate directly to the review in myITprocess. The email is sent from myITprocess and does not include your name.

Complete the following steps to send reminder emails for a review:

1. In the top navigation menu, click Alignment.

2. From the drop-down menu in the upper-left corner of the page, filter the list of reviews by All Reviews or My Reviews.
3. Search, filter, and sort as necessary to find the applicable review. Refer to Searching, filtering, and sorting.

4. In the row of the review, click the Details link.
5. In the Review details pane, click Send reminder.
6. Optionally, enter a custom message to include in the body of the email.

NOTE  The default email message indicates that the review needs the user's attention to be completed.

7. By default, the email is sent to both the engineer and vCIO. If you do not wish to send one or both of them the email, clear the respective checkboxes.

TIP  If one user is assigned as both the engineer and vCIO, they receive only one email, so clearing one of the checkboxes next to their name is not necessary. The user's assignment is not displayed in the email message.

8. To send the email to any additional user, select the user from the Other drop-down menu and select the checkbox next to it.
9. Click Send to send the reminder email.
   
   

To reopen a completed review, 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, filter the list of reviews by All Reviews or My Reviews.
3. Search, filter, and sort as necessary to find the applicable review. Refer to Searching, filtering, and sorting.

4. In the row of the review, click the Details link.
5. From the three-dot menu in the upper-right corner of the Review details pane, select Edit review details.
6. In the Status drop-down menu, change the review status to vCIO In Progress or Engineer In Progress.
7. Click Save.

The engineer and vCIO progress scores remain 100%, but the review is no longer considered submitted and must be resubmitted for Completed status.

To delete a review or to delete reviews in bulk, 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, filter the list of reviews by All Reviews or My Reviews.
3. Search, filter, and sort as necessary to find the applicable review. Refer to Searching, filtering, and sorting.

4. Select the checkbox(es) in the row(s) of the review(s) you want to delete. To select all reviews in the list, select the checkbox in the list header.
5. In the upper-left corner of the list, click Delete.
6. In the confirmation dialog box, click OK to execute the deletion.

Alternatively, you can delete a review by clicking its Details link and selecting Delete review from the three-dot menu in the upper-right corner of the Review details pane.