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Setting up package reviews

Learn how to set up and configure package reviews

Setup Working Week

Note that the working week defaults to Monday to Friday. You only need to go here if the working week is different for your project.

  1. Go to Setup > Project Settings
project settings
  1. Click the Reviews tab.
  1. Go to Reviews.
reviews
  1. Set working days as required.

Setup permissions

  1. Go to Setup > User Role Configuration
  2. Set role permissions under the Workflow heading. The following items apply to Package Reviews:
    1. Create/edit a workflow template
    2. Initiate a workflow
    3. Workflow administrator
user roles

Configure a review template

  1. Go to Packages > Manage Review Templates
review templates menu
  1. Click Create New Template to create a new template.
create new
  1. Here you can set the parameters of the Review. The parameters should align with your review process.
  • Template Name – To identify the template when using it for Reviews

template name
  • Flow and Participants – Here you can set the different steps for the review process. You can also designate the reviewer for each step and how long they have to respond.
add users
  • Permissions – These determine how much flexibility a user has to adjust template parameters when initiating a review, as well as determining which review submissions reviewers are able to see.
permissions
  1. Click Activate to save the template so it can be used in reviews
activate

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