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Jama Connect Help

Create a review to compare current items to a baseline

To speed up incremental reviews, you can compare approved baselines with current content.

  1. Select the Baselines tab in the Explorer Tree.

  2. In the Explorer Tree, right-click on the baseline, and select Send for review.

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    The review wizard opens.

    Screenshot_2026-07-03_at_6_43_14_PM.png
  3. Follow the prompts in the review wizard to define and initiate your review.

    1. Define your review — Name the review, set a deadline, and select items to be reviewed.

    2. Configure review settings — Configure electronic signatures, permissions, notifications, and optional review settings such as time tracking and voting.

    3. Choose reviewers — Add participants, assign review roles, and optionally assign signer roles to approvers.

    4. Configure email notifications — Enter a subject line and message for the review invitation email.

  4. Select Initiate Review.

You receive a confirmation that your email was sent. In the review header, you now see a version and comparison drop-down menu.

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