• Ask Jama: Rolling Reviews wrap-up; answers to your questions and a link to the recording

    Thank you to everyone who attended our recent Ask Jama About Rolling Reviews session. You can now watch a recording of the webinar below. I’ve also shared answers to some of the biggest and most commonly asked questions. As always, please let me know if you
    have follow-up questions.

    Watch a larger format version of the recording here:

    Can you clarify the differences between a rolling and a gated

    A rolling review is an iterative review that continues throughout
    the life-cycle of your product and can be conducted on a cycle or cadence. A
    rolling review is opened once and republished as items are approved and filter
    out, and new items are added. A gated review is a review of an entire section
    or component or full document and produces a baseline and sign-off of those
    items, typically done at a product milestone or release. A rolling review would
    be done on a continual basis and lead up to a gated review.

    Is there a way to setup project workflows so that when all items
    in a review are approved, it will automatically transition to another workflow

    The two types of workflow in Jama (Project and Review Center
    ) are incompatible. Review Center Workflow has the benefit of
    automatically changing a status once the review is “finalized.” However, this
    workflow feature is not as flexible or configurable as project workflow. You
    can select items on the Stats page of the review and use Batch Transition
    Workflow to manually transition approved items to another state. It’s not
    automatic, but at least it can be done from within Review Center.

    How can we include relationships within a review so that reviewers
    can see how items relate to other items?

    Including relationships in review is not a feature Jama currently
    offers, but we’re working on it. I recommend visiting the community to discover

    With archive, what limitations are there on reviews that have been

    None. The reviews cease to be displayed on the Reviews page, so
    that page loads a little quicker. Users can change their view to Include
    Archived Reviews. They then have the same level of accessibility to the reviews
    as they did prior to Archival.

    Baselines - How does it help manage a project? Does archiving a
    Review lose the Baseline from the project?

    Using baselines to manage a project is worthy of an Ask Jama
    session in itself! Do you have any questions about baselines specific to

    Archiving will not remove the baseline from the project.

    Using custom templates for Word document export. Example walk
    throughs would be very helpful. Attaching mockups and illustrations in
    functional spec and designating them as visible or hidden in document export.
    I recommend checking out the Ask Jama
    session “Getting Information In and Out of Jama”. If you have any remaining questions, feel free to create a new thread on the

    Can you tell me more about baselines?

    Baselines are created with every revision of the review. When an
    item’s status is changed to Approved and it is removed from the review, then
    the item will not show up in the next review baseline. What particular concern
    do you have with rolling reviews and baselines? The behavior isn’t any

    How do rolling reviews impact performance?

    Rolling reviews should not impact performance negatively. You may
    have more reviews open at a time, but they will contain fewer items.