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Creating a ConceptShare Issue and Review

This article assumes that you have already added the ConceptShare Review Issue and Sub-Task Types to the Project in JIRA that you want to create the Issue and Sub-Tasks for. If you have not and would like instructions how, follow the link here:

This article will use the Issue Card to show how to create a ConceptShare Review in JIRA. The process for creating a Review on a Sub-Task is the exact same.

 

Begin by clicking Create, which pulls up the Create issue dialog. Under Issue Type, you will want to select ConceptShare Review Issue, as shown below.

Creating_an_Issue.png

 

The only mandatory fields required for ConceptShare Review Issues are the Summary Field and the Reporter Field. 

Note: Your individual setup of JIRA may have other fields that are shown or made mandatory. Due to the customized nature of those fields, and that they are not required by the ConceptShare Integration, they will not be covered by this documentation.

 On the Issue Card, there will be section unique to all ConceptShare Issues, titled ConceptShare Review. Click Configure to open the Review Dialog.

 

 

Review Details

Review Name: This defaults to the name of the Issue. This can be changed, and will be shown to your Reviewers as the name of the Review.

 

Adding Assets

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Assets to Review You can simply drag and drop the desired Assets onto the drag and drop area.

Alternatively, you can click the + button (highlighted by the blue circle) which will give you the choice to to open your file browser and navigate to the Assets you want to add to the Review, or add a Web Capture Asset using its URL.

ConceptShare supports many different file types, for a full listing of supported file types see this article: ConceptShare's Supported File Types 

 

New Asset Details section allows you to specify additional details if you choose Web Capture as your asset type. These settings allow you to optimize the web capture by setting width, height, and delay time before capturing website content, as well as any necessary credentials needed to access the site.

cs.review.dialog.asset.url.options.png

 

Adding People

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Participants: Clicking the + button (highlighted by the blue circle) in the Participants section will allow you to add review participants. Review participants can be existing ConceptShare users in your account, or external users, added using their email address. You can add existing ConceptShare users by typing their email or first/last name. The type-ahead feature will present you with a narrowing list of suggestions as you type the name or email address. If the name/email you've entered cannot be recognized as being associated with an existing ConceptShare user, you have the option to add the reviewer as either a full fledged ConceptShare user, or as an external reviewer. You may add as many users to a review as you like.

External Reviewers are sent an invite email with a link granting them access only to that specific review. This link is associated with their email addresses, so it's not recommended that it be forwarded to others. Since the link is associated with a specific 

Since email addresses aren't always descriptive, you can edit external reviewers (clicking the pencil icon as shown) to add first and last name, making the reviewer more recognizable for yourself and other participants.

 

Settings

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Review Type: Approval Reviews are Reviews that require all Reviewers to give a Formal Response of either Approved or Rejected for each Asset in the Review, on top of any Feedback they would like to leave. Feedback Reviews do have an an Approved or Rejected Response.

Auto Approval Rule: Can either be Off or If Everyone Approves. When set to 'If Everyone Approves' when all Reviewers Approve all Assets in the Review, the Assets will be marked as Global Approved and the Review will automatically Complete.

Instructions: You can use this field to add any important instructions to your Reviewers here. 

Status: Defaults to In Progress, can also be set to Not Started or Completed. 

Due Date: This will be the Due Date that the Reviewers will see as when they need to Complete the Review by.

Once you have configured everything click OK to continue.

 

Congratulations, you have successfully created your ConceptShare Issue and configured the ConceptShare Review that is associated with it. Your Reviewers will have received an email notification directing them to the Review in ConceptShare to give their feedback. 

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