Jama Connect User Guide

Electronic signatures

An electronic signature is a way for project participants to virtually approve reviews, baselines, and electronic documents like test plans and requirements.

Review moderators can require a signature for a review and add a signer role. All review signatures carry the Signature meaning: "I approve the content of this review."

Electronic signatures consist of a username and password. They are captured with a time and date stamp and an audit trail. Each signature is tied to the individual user, as well as to a baseline or review where the signature was added.

Electronic signatures, time stamps, signer roles, and signature meaning are all visible in review activity.

Things to know

  • For easy identification, a baseline with an electronic signature includes a blue dot and white exclamation mark in the baseline tree.

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  • As the moderator, you can add a signer role or a reason for signing to a review signature, but not to a baseline signature.

  • Signatures are enabled by default, but can be disabled by a system administrator.

  • Electronic signatures depend on the authentication system your organization is using. Authentication properties can be configured by a system administrator.

  • You can't delete a review with an electronic signature, or a baseline created from a review with an electronic signature.

  • You can revoke your signature if it was signed in error or something needed to change. Select Revoke to cancel your signature. Only the user who signed the baseline can remove their signature. When revoking a signature, you can leave a reason for revoking, which appears in the activity stream as a comment.

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  • As an approver, you can reopen a review that you signed, but this revokes your signature.

  • To see a review that was signed, look in the participant progress or review activity tab.

  • Self-hosted customers can't edit a baseline that is signed.

  • Hosted customers with project or organization administrator permissions can edit only the name and description of a baseline that is signed.

Note

You can't delete a review with an electronic signature, or a baseline created from a review with an electronic signature.

Electronic signatures depend on the authentication system your organization is using. Authentication properties can be configured by a system administrator.