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)

Use Workflow to establish each state's eligible transitions, permissions, and notifications.

• 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.

For each artifact document, you need to review (for example, System Requirements Spec), reuse the appropriate checklist, and update the name with syntax to indicate which artifact document it is associated with.

• 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