Presentation at a review meeting physical meeting or conference call ; Simple light document or email issued Entry in an online project management tool. The following quality criteria should be observed: Prepared at the frequency required by the Project Manager defined in the workpackage It offers the correct level of detail as required buy the Project Manager. The information is useful, objective and accurate honest Every product in the Work Package, for that specific period, is covered by the Checkpoint Report And it many includes an update on any unresolved issues from the previous report.
See Smartsheet in action. Watch a free demo. A critical design review CDR is a technical review you perform while a project is underway to verify plans are working out as expected. You usually perform CDRs for technical systems projects, but you can conduct them for any design project to ensure you complete all the elements as specified. Fill in this simple checklist with project objectives, an outline of the approach, system implementation details, a schedule, a status update of each component or deliverable, and any challenges.
There is also space to get approval signatures before proceeding to the next phase of the project. This FDR template includes space to detail project or product information. It also includes a table where you can check off each design item and its verification testing outcome. Then you can grade each design item for compliance in a variety of categories. The template comes pre-filled with rows for aesthetic, safety, environmental, and industry standards among others , but you can customize the checklist to fit the needs and specifications of your project.
Word PDF. Some projects benefit from a requirements review , wherein stakeholders determine everything that a project will entail and require at the outset. This simple requirements review checklist — adapted from a standard statement of work SOW — includes space to list project details, objectives, and your rationale.
It also includes a table to note the due date and completion criteria for each individual deliverable. Get input from all relevant stakeholders and have them sign off before moving forward with production. Often, non-developers or non-designers also have to sign off on the design elements of a particular product or project. This template is designed specifically for non-technical design reviews. Make sure everyone knows why this meeting made it onto the calendar , why their attendance is important, and what the meeting result should be.
Next, check that everyone understands the plan for the meeting and how it will lead to the desired result. We have two more items to cover. However, a meeting that runs either much shorter or much longer than originally scheduled will get low ratings, as it violated expectations.
Is it ok if we go over time today, or should we find another time to cover the rest? As you work through the meeting, decisions get made that the group is expected to embrace and support. There are a lot of ways to make and confirm decisions in meetings. To check for agreement, first make sure you have a concise decision statement, ideally in writing where everyone can see it. Taking the time to write the decision may slow you down for a moment or two, but it can avoid days, weeks and months of misunderstanding down the road.
Then, once you have your decision statement written out, you can go around the room and ask everyone to state their commitment to the decision, you can vote, or you may need to just declare the decision made. The right method for your group and your topic will determine how you run this part of the checkpoint. Ideally during your meeting, someone agreed to go out and do something afterwards. These commitments should be captured as action items or tasks. Making a Custom Report Automatic View and Report Updates SmartEvent automatically downloads new predefined views and reports, and downloads updates to existing predefined ones.
Opening a View or Report Use the predefined graphical views and reports for the most frequently seen security issues. Click Views or Reports. Select a view or a report, and click Open.
Define the required timeframe, and filter in the search bar. Click Enter. Select a view or report. Click Export to PDF. Optionally: Configure the Period and filter. To see your exported views and reports: Add a new tab.
To enable the Network Activity Report for R Select Firewall Session. Click Reports. Export the Network Activity report. Exporting and Importing Templates You can export the view or report layout and widget definitions to a file. To export the view or report layout and widget definitions to a file, use the Export Template option To import the file from another server, or from another administrator, use the Import Template option in the Catalog new tab.
Scheduling a View or Report To schedule a view or report, you need to define and edit it in SmartConsole. Select a view or a report. Define the recurrence pattern. Define the Period and Filter. Optional : Configure email settings to get the scheduled view or report automatically. Click Send by Email. For a report: Select the page to edit. You can also add or remove pages by clicking one of these: Customize the widgets. Define filters.
Note - Use the timeframe to set how the view or report will look. The timeframe and search bar are not saved with the view or report definition. Define them as needed when generating the view or report. View Settings Views can be configured according to these options: Enter a title. To show more results, this option allows a table to spread across multiple pages when saved to PDF.
Report Settings Reports can be configured according to these options: Configuring Email Settings for Views and Reports You can automatically send views and reports by email to specified recipients each time the view or report runs. Configuring Email Server Settings Mail server settings are shared for all email interactions. Click Send by email. This shows on all report emails. Outgoing mail server SMTP. Port Use authentication - if required by the email server, configure a Username and Password.
Click OK. Configuring Email Recipients Define the email recipients every time you run the view or report, or one time for scheduled reports. You can add multiple addresses. Adding a Logo to Reports You can configure reports to show your company logo on report cover pages.
To add a logo to your reports: Save your logo image as a PNG file with the name cover-company-logo.
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