Use · How-to
Checklists and review meetings
Gate checklists on records and projects, and design reviews with agenda, minutes and actions.
Updated 11 Nov 20261 min read
All Tracewright pages
- What Tracewright does
- Quick start: your first project
- Roles and who can do what
- How AI drafting works
- Review flows and electronic signatures
- Traceability and release readiness
- Add meetings, documents and emails
- Record meetings
- Review and approve records, day to day
- Checklists and review meetings
- Baselines and publishing
- Risk management
- Project memory, search and the assistant
- Administrators: first steps
- AI models and governance
- Jira and Polarion
- Microsoft 365, Teams and Outlook
- Alerts to Teams channels and webhooks
- Desktop app and browser extension
- Import from DOORS, Polarion, Jama and other tools
- Troubleshooting
- Frequently asked questions
- Modules
Checklists
The Checklists library holds the built-in design-control checklists and your organisation's own. Each checklist in use is attached to a record, a project or a meeting. Review flows can require a checklist at a step; the step can't be passed until it's complete.
- Answers are kept, never overwritten.
- Changing a template makes a new version; checklists already attached keep theirs.
- Leads, governance and SMEs attach project checklists from Project → Checklists.
Review meetings
Schedule design reviews, gate reviews, change boards, risk reviews and working sessions from Meetings.
- 1Scheduleagenda with records to review
- 2Runlive running order, notes
- 3Decideactions and decisions recorded
- 4Minutesdrafted for review, then approved
A review meeting can be recorded; its transcript becomes a source for the project, and decisions, actions and questions become drafts that go through review like any other record.
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