Creating and Working with Checklists

Create a custom item type called "Checklist Item." Suggested additional fields:

• Remarks
• Compliance (picklist with values: Yes, No, N/A)
• Assigned To
• Status (workflow field if necessary to your organization)

• Update the Status picklist to customize states.
• Configure and enable project workflows.

It is common practice to establish a project in Jama Connect to house libraries of reusable information. Checklists are perfect candidates for this.

Add a new set of checklist items in the Explorer Tree for a new checklist document. Name the set after the checklist name. Under the set, add new checklist items, such as "Was the requirement tested by a different resource from the requirement author?"

The screenshot below shows a small checklist contained in a Library.

• Right-click the checklist set in the Explorer Tree and select Reuse. This allows the checklist to be used multiple times for different artifact documents and maintain a unique version history.

Once the checklist document is reused and named according to the appropriate content it is checking, provide Yes / No / N/A adjudication for each checklist item.

• In Jama Connect™ you can create a filter that displays all items under the checklist set AND all items under the content set (such as requirement/verification) that is being reviewed. This provides a unique view and URL that displays both the checklist and the content being reviewed. This filter can also be used to send to Review Center for final approval and sign-off.

Start a Review (optional)

• Use the Review feature of Jama Connect™ to perform reviews.
• One person (or multiple people) serves as the Moderator.
• Moderators are responsible for starting the review and selecting the scope of items in a Review.
• Scope of items in a Review is typically based on location in the  Explorer Tree or a Jama Connect™ filter.
• Checklist items can also be included in the Review before or after the content under review.
• Moderators can invite participants and assign them one of two roles: Reviewer or Approver.
• The moderator sets Review deadlines and Review instructions.

Facilitate the Review

• Both Reviewers and Approvers can read and comment, but only Approvers can approve and e-sign content in a Review.
• Moderators can review feedback and revise content directly in the Review.
• Only Moderators can revise content in a Review based on the feedback.
• When ready, Moderators can publish a new revision.
• Baselines are automatically created for each review revision.

Close the Review

• Reviews are considered closed when either:
• The review Deadline has been reached.
• Moderator closes the review early (for example, they receive sufficient feedback or signoff before the deadline) when the expiration date is reached.
• Review deadlines can be extended/reopened.

Refer to the Jama Connect™ User Guide for how to facilitate Reviews.

Create an editor template called Checklist. This is ideal for requirements checklist criteria that are limited to 10 or fewer.

• Orient the checklist in a horizontal manner
• Be sure it does not extend too far left and right (try 700)
• Use color! Experiment to see what looks good!
• Example:

Add a new rich text field to a requirement item:

• Name of field = Checklist Criteria
• Field Type = Rich text
• Choose the editor template Called Checklist created in the step above

Make sure the checklist field is visible in Review Center view(s).