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Jama Connect User Guide

Transition a Peer review to an Approval review

When reviewers are done looking over a Peer review, the moderator can transition a review to an Approval review.

Important considerations
  • Both templates must be enabled by an organization administrator.

  • When an item is tagged for removal or recovery, and you want to transition to an Approval review, those items are automatically updated.

To transition a Peer review to an Approval review:

  1. In the review, select Manage review > Transition to Approval.

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    The Transition to approval review wizard opens.

  2. On the Definition page, make your changes, then select Next.

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  3. On the Settings page, confirm you’re using the approval template, then select Next.

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  4. On the Participants page, make your changes, then select Next.

  5. On the Invitation page, update the subject and message as needed, then select Transition review.

A revision is created and an email notification is sent to reviewers.