Creating Reviews for Multiple Processes

Process Owners and BPM Managers can create reviews with the same description for multiple processes.

The Create Reviews action accesses published process versions and creates the same review for all selected versions — same description, same end date. To create a single review with its own objective, use the process page instead, see Creating a Review.

Prerequisites

You are a Process Owner or BPM Manager.

Context

With the Create Reviews action, you can create and start reviews for one or several published processes at once.

The Create Reviews page contains a table with columns including Process Name, Version, Process Level and Valid Until, each of which you can restrict to specific entries using Filters.

The table comprises the published process versions. For the BPM Manager, these are all published process versions in the Process Space, and for a Process Owner, the published versions of all processes they are responsible for. If there are many entries, the table is split across several pages.

Use the check boxes to select the processes for which a review with the same details (review description, end date, etc.) is to be created.

An information dialog can be opened for each process.

How to proceed

In the main menu, select Processes > Manage Processes.

The overview page of the same name appears.
Select the Actions tab.
Select the Create Reviews action in the Releases tile.

The page of the same name appears.
To restrict the list of processes using filters, click the filter, set the filter and close the filter selection by clicking the filter again.

The table is restricted accordingly.
Select the check boxes of the processes for which a review with the same details (review description, end date, etc.) is to be created.
Click Execute action on [Number] version(s).

The Create Reviews dialog appears.
Enter a description of the objective and focus areas of the review.
Click in the date field and set the end date of the review in the calendar dialog, or click one of the time period buttons.
To add or remove participants, click the edit icon.

The dialog of the same name appears.
To define a user as a Review Participant, select the check box.
To confirm the current Review Participants, click Apply Selection.

The applied Review Participants are listed.
To add or remove Review Owners, click the edit icon in the Review Owners section, select the users and click Apply Selection.

The applied Review Owners are listed.
To confirm the settings, click Create Reviews.

All participants and owners are notified of their assignment to the review.