Prerequisites
Before starting this tutorial, ensure you have:- Completed the Installation and Setup tutorial
- Reviewed Understanding the Navigation to familiarize yourself with Polarion navigation patterns
- Logged into the TestAuto2 project in Polarion with appropriate permissions
Role dashboards are accessible to all users, but the content you can interact with depends on your Polarion permissions. Contact your Configuration Manager if you cannot view certain work items or documents.
Step 1: Access the Home Dashboard
From anywhere in the TestAuto2 project, click Home in the sidebar Favorites menu (the first item). What you should see: The Home dashboard loads, displaying the project banner, statistics bar showing work item counts, and several sections including a “Role Dashboards” area with five dashboard cards.Step 2: Identify Your Role Dashboard
TestAuto2 provides five role-specific dashboards. Review the table below to match your job function to the appropriate dashboard:| Role | Dashboard Name | Primary Focus | Key Metrics |
|---|---|---|---|
| Safety Engineer | Safety Engineer Dashboard | HARA, ASIL classification, safety goals, risk controls | Hazards, Safety Goals, ASIL coverage |
| Design Engineer | Design Engineer Dashboard | System/subsystem design, functions, characteristics, FMEA | Design Requirements, Functions, Characteristics, Failure Modes |
| V&V Engineer | V&V Engineer Dashboard | Test case creation, verification/validation coverage | Test Cases, Requirements coverage, Verification status |
| Configuration Manager | Configuration Manager Dashboard | RTM model, traceability, baseline management | Traceability coverage, Link compliance, Document status |
| Program Manager | Program Manager Dashboard | Overall project health, standards compliance, readiness | Safety Readiness Scorecard, FMEA completion, Document approval status |
Step 3: Navigate to Your Role Dashboard
Click the View Dashboard link on the card matching your role. Example: If you are a Safety Engineer, click View Dashboard on the “Safety Engineer Dashboard” card. What you should see: Your role dashboard loads in a new view. The page displays:- A role-specific banner with appropriate color scheme
- Statistics bar showing work item counts relevant to your role
- Document inventory filtered to your workflow area
- Traceability coverage metrics specific to your responsibilities
- Quick links to frequently used Risksheets, PowerSheets, and reports
Step 4: Explore Dashboard Sections
Each role dashboard follows a consistent layout pattern:| Dashboard Section | Content |
|---|---|
| Banner | Role name, subtitle describing focus area |
| Statistics Bar | Live counts for relevant work item types |
| Document Inventory | System Element, Document Name, Status, Tool links |
| Traceability Coverage | Coverage percentage bars with gap counts |
| Quick Links | Reports, Sheets, Documents shortcuts |
- Statistics Bar — Review the live counts for work item types you manage
- Document Inventory — Identify which documents are assigned to your workflow area (e.g., HARA documents for Safety Engineers, FMEA documents for Design Engineers)
- Traceability Coverage — Check coverage percentages and click gap query links to identify missing links
- Quick Links — Bookmark frequently accessed Risksheets, PowerSheets, or reports
Step 5: Use the Dashboard as Your Daily Starting Point
Role dashboards are designed to answer the question: “What do I need to work on today?” To use your dashboard effectively:- Check the statistics bar to see if new work items were created overnight
- Review traceability coverage to identify gaps requiring attention
- Click gap query links to open filtered work item lists showing incomplete items
- Access documents directly from the inventory table without navigating through space dashboards
Example: Safety Engineer Dashboard Workflow
If you are a Safety Engineer, your typical dashboard workflow looks like this:Next Steps
Now that you know how to find and use your role dashboard, explore these related guides:- Safety Engineers: Your First HARA Session to learn HAZID workflow
- Design Engineers: Create Your First FMEA Document to learn DFMEA setup
- V&V Engineers: Use Verification PowerSheet to manage test coverage
- Configuration Managers: Use Whole RTM Sheet to monitor traceability
- Program Managers: Safety Readiness Scorecard to understand compliance metrics
- Safety Engineer Dashboard
- Design Engineer Dashboard
- V&V Engineer Dashboard
- Configuration Manager Dashboard
- Program Manager Dashboard
Role dashboards are implemented as Velocity wiki pages in
.polarion/pages/spaces/Documentation/. Configuration Managers can customize dashboard content, add widgets, or modify coverage calculations. See Customize Dashboard Macros for instructions.