Tracking review statuses and sign-offs

Use My work status to see the status of all reviews in a project or framework. Easily track outstanding work that needs to be reviewed and signed off, and drill down for more detail, as required.

Before you start

By default, My work status only displays objectives for which a Professional Manager or Professional User has specified you in the Assigned User field. However, if you have Professional User permission or higher, you can view all objectives in the project or framework, regardless of who those objectives are assigned to.

For more information, see Defining objectives.

How it works

My work status is a dashboard tool used for tracking review statuses and sign-offs. By default, it only shows objectives that have been assigned to you. If you have Professional User permission or higher, you can use the Show all fieldwork toggle to view all objectives in the project or framework.

You can sort your list of objectives on the Fieldwork tab, in the Objective List, by clicking a table heading to sort by. The next time you go to the Dashboard tab and refresh your browser, the objectives under My work status appear in the same sorting order as in the Objective List.

Each objective contains a series of phases that form a part of a project or framework. Within a phase, you can view individual items.

As work is signed off in a project or framework, the sign-off counts are reflected under My work status.

Note

The phases displayed within each objective depend on the:

Levels of review

Up to five levels of review may be configured for a given page or item type. My work status displays columns corresponding to the maximum number of review levels that has been configured anywhere in the project.

Because reviewer terms and levels are customizable and may differ within the same project, My work status displays a numbered sign-off level (Sign-off #1, Sign-off #2, and so on) in each column header, rather than the name of each reviewer term.

Review statuses

Statuses for each level of review display next to each:

  • objective
  • phase within an objective
  • individual item within a phase

Review statuses are aggregated per objective and phase. The aggregated view of statuses allows you to quickly see what work is outstanding at a high level. You can also drill down for more detail, as required.

Status Description Example

(Not started)

specifies that no items have been signed-off
  • There are 25 possible walkthrough sign-offs under Detail review.
  • 0 out of 25 individual walkthroughs have been signed off by the Detail Reviewer.

(In progress)

 specifies that some items have been signed off
  • There are 25 possible walkthrough sign-offs under Detail review.
  • 3 out of 25 individual walkthroughs have been signed off by the Detail Reviewer.

(Completed)

 indicates that all sign-offs are completed
  • There are 25 possible walkthroughs sign-offs and a walkthrough summary page sign-off under Detail review.
  • All 25 walkthroughs and the walkthroughs summary page have been signed-off by the Detail Reviewer.

(Not applicable)

 Indicates that this sign-off level has not been enabled for this item or any of its components
  • Five sign-off levels have been configured for walkthroughs in Objective A. A maximum of four levels have been configured for any item in Objective B. The Not applicable icon appears in the Sign-off #5 column for Objective B.

Project completion percentage

As you sign off on work in a project, the review statuses are automatically updated. This also causes the project completion percentage to increase.

Note

All phases contribute to the project completion calculation. In order for the project completion percentage to display 100%, all phases within each objective must have a (Completed) status for at least one level of review.

What sign-offs impact the project completion percentage?

  • Summary-level sign-offs do impact the project completion percentage.

    Example summary-level pages

    • Risk Control Matrix
    • Walkthroughs
    • Test Plans
    • Testing
    Note

    Summary-level sign-offs that impact the project completion calculation are indicated with a progress icon under My work status.

    However, Project Admins can hide the progress percentage bar from displaying beside each project on the Projects home page under System administration > Settings > Chart Settings. If the progress percentage bar is hidden, the progress icon does not display under My work status.

  • Individual item sign-offs do not impact the project completion percentage.

    Example individual item pages

    • Planning File
    • Walkthrough
    • Test Plan
    • Test
    • Issue Information
    • Follow-up & Remediation
    • Retest Information
    • Results File

Limitations and considerations

  • You cannot sign off on individual risks or controls

    As a result, individual risks and controls are not displayed within the Risk Control Matrix phase under My work status. You can, however, sign off on the Risk Control Matrix, which increases the project completion percentage.

  • Individual narrative sign-offs do impact the project completion percentage

    While you cannot sign off on all narratives at once, you can sign off on individual narratives. Signing off on individual narratives does increase the project completion percentage.

Permissions

Only users assigned the Professional Manager or Professional User role have access to My work status.

Track review statuses and sign-offs

  1. Do one of the following:

    In a project

    1. From the Launchpad home page (www.highbond.com), select the Projects app to open it.

      If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Projects app.

    2. Open a project.

    In a framework

    1. Open the Frameworks app.
    2. Open a framework.

    Result The Dashboard opens and displays My work status. The My work status section displays aggregated review statuses for all objectives assigned to you.

  2. Drill in to view more detail:
    1. Expand the appropriate objective.

      A list of phases associated with the objective and review statuses aggregated per phase display. Objectives are sorted alphabetically by objective title.

    2. Expand a phase within the objective.

      A list of items associated with the phase and review statuses per item display.

  3. Optional. Complete any of the following actions:
    • Hover your mouse over the (Completed) icon for an individually signed off item to view the person that signed off and the date they signed off.
    • Click on the name of the individual item or phase to navigate to the appropriate page.

More help