Understanding the Navigation

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What you will achieve

By the end of this tutorial, you will be able to confidently navigate the TestAuto2 — Automotive Safety Solution interface, locate key dashboards and workspaces, and understand how the solution organizes ISO 26262 and AIAG-VDA FMEA artifacts across Polarion spaces.

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Prerequisites

Before starting this tutorial, ensure you have:

• Completed installation — TestAuto2 — Automotive Safety Solution is installed and accessible in your Polarion environment
• Valid user account — You have a Polarion user account with appropriate permissions to view project content
• Basic Polarion familiarity — You understand basic Polarion concepts like spaces, documents, and work items

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Navigation structure overview

TestAuto2 — Automotive Safety Solution organizes your functional safety artifacts into a logical hierarchy that mirrors the V-Model development process and automotive safety standards. The navigation follows this structure:

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Step 1: Navigate to the Home Dashboard

When you first open the TestAuto2 project in Polarion, you will land on the Home Dashboard. What you should see:

• A statistics bar at the top showing live counts: Customer Requirements (25), System Requirements (31), Design Requirements (15), Functions (18), Characteristics (73), Failure Modes (260), Risk Controls (218), Test Cases (49), and more
• A Document Inventory section listing all Risksheet and PowerSheet documents organized by system element
• Quick navigation cards linking to Space Dashboards, Role Dashboards, and Reports
• A Traceability Coverage section with colored progress bars showing percentage of linked artifacts

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Step 2: Explore the sidebar navigation

Look at the left sidebar in Polarion. TestAuto2 adds structured navigation to help you jump directly to key areas. What you should see in the sidebar:

• Home — Returns to the Home Dashboard
• ✅ Standards Compliance — Live compliance matrix mapped to ISO 26262, AIAG-VDA, IATF 16949, SOTIF
• Risksheets — Folder containing all HAZID, SFMEA, DFMEA, PFMEA, and Control Plan documents
• PowerSheets — Folder containing interactive RTM, Requirements, Functions, Characteristics, and Verification sheets
• 📄 Requirements — Requirements Space Dashboard
• Design — Design Space Dashboard
• ⚠️ Risks — Risks Space Dashboard
• V&V — Verification and Validation Space Dashboard
• Traceability Report — ISO 26262 Part 8 bidirectional traceability analysis
• FMEA Reporting — DFMEA and PFMEA summary reports
• Safety Readiness — Functional Safety Readiness Scorecard

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Step 3: Navigate to a Space Dashboard

Click Requirements in the sidebar to navigate to the Requirements Space Dashboard. What you should see:

• A space banner with Nextedy branding showing “Requirements” as the space title
• A statistics bar showing: 25 Customer Requirements, 31 System Requirements, 15 Design Requirements, 6 Documents
• A Document Inventory table listing all requirements documents with their type, status, work item count, and tool (Risksheet vs PowerSheet vs LiveDoc)
• Traceability coverage bars showing percentage of Customer Reqs → System Reqs (56%), System Reqs → Design Reqs (32%), and Design Reqs → Test Cases (100%)
• Quick action buttons to create new requirements documents or view traceability gaps

Now click Design in the sidebar. What you should see:

• Statistics: 15 Design Requirements, 18 Functions, 73 Characteristics, 16 Documents
• Document Inventory organized by system element: AEB System → ECU & Processing Subsystem → System-on-Chip (SoC), Safety Co-Processor, etc.
• Traceability coverage showing Design Reqs → System Reqs (100%), Characteristics → Failure Modes (78%)

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Step 4: Navigate to a Risksheet document

From the Home Dashboard, scroll to the Document Inventory section. Find the row for HAZID - AEB System and click the document name. What you should see:

• The Risksheet grid interface opens, showing a spreadsheet-like view of hazards, HARA ratings (Severity, Exposure, Controllability), ASIL classifications, and safety goals
• A green-colored Risksheet title in the top panel
• Toolbar buttons including Columns (view switcher), Filter, Add buttons (for adding new hazards)
• Traffic lights (red/yellow/green dots) in the left margin indicating completion status
• A footer with Nextedy branding and an ▶ Intro Tour button

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Step 5: Navigate to a PowerSheet document

Return to the Home Dashboard (click Home in the sidebar). In the Document Inventory, find Whole RTM Sheet and click it. What you should see:

• A PowerSheet grid interface showing the Requirements Traceability Matrix (RTM) with columns for Customer Requirements, System Requirements, Design Requirements, and Test Cases
• Expandable rows with + icons showing hierarchical relationships between requirements
• Color-coded cells indicating traceability coverage (green = linked, red = missing link)
• A toolbar with view switcher, expand/collapse controls, and filter options

PowerSheet provides a different interaction model than Risksheet:

• Risksheet: Direct editing of risk analysis data (HARA, FMEA, Control Plans)
• PowerSheet: Read-only traceability visualization with drill-down to linked work items

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Step 6: Navigate to a Role Dashboard

From the Home Dashboard, scroll to the Role Dashboards section. Click Safety Engineer Dashboard. What you should see:

• A personalized dashboard tailored to Safety Engineer responsibilities
• My Active HARA Sessions — Live list of HAZID documents you are assigned to
• ASIL Distribution Chart — Pie chart showing counts of QM, ASIL A, ASIL B, ASIL C, ASIL D classifications
• Open Safety Goals — Table of safety goals awaiting verification
• Recent Hazards — Timeline of recently created or modified hazards
• Quick actions — Buttons to create new HARA document, generate HARA report, or view Standards Compliance

Now navigate to Design Engineer Dashboard. What you should see:

• My Design Requirements — Requirements assigned to you
• Characteristics Needing Failure Modes — Characteristics (SC/CC) without linked FMEA analysis
• FMEA Coverage by Component — Bar chart showing failure mode count per component
• Verification Coverage — Percentage of design requirements with test cases

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Step 7: Navigate to a Report

From the sidebar, click Standards Compliance. What you should see:

• A compliance matrix table with rows for each standard (ISO 26262 Part 3, Part 4, Part 5, Part 6, AIAG-VDA FMEA, IATF 16949, ISO 21448 SOTIF)
• Columns showing: Requirements %, Traceability %, Verification %, FMEA Coverage %, Document Status, Overall %
• Color-coded cells: Green (>90%), Yellow (50-90%), Red (<50%)
• Drill-down links on each cell to view the underlying gap analysis

Click on a red cell (e.g., “48%” under ISO 26262 Part 3 Verification). What you should see:

• A gap report page listing all customer requirements without linked validation test cases
• For each gap: Requirement ID, Title, Description, Current Link Count, Target Link Count
• Action buttons to assign the gap to a team member or create missing test cases

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Step 8: Use the Risksheet Tour

Return to HAZID - AEB System (from sidebar or Home Dashboard). If the tour didn’t auto-start, click ▶ Intro Tour in the footer. What you will learn from the 8-step tour:

1. Risksheet Identity — Explains 1:1 sync with Polarion LiveDoc
2. Grid Editing — Excel-like direct editing of cells
3. View Switching — Pre-mitigation vs post-mitigation views
4. Excel-like Filtering — Column filters and search
5. Add Buttons — How to add new hazards, causes, controls
6. Traffic Lights — Red (incomplete), Yellow (partial), Green (complete)
7. Pre-Mitigation Status — Initial risk assessment completion tracking
8. High-Risk Tracking — Yellow highlight for ASIL C/D or High Action Priority items

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Navigation tips

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Common navigation patterns

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Pattern 1: Requirements → Design → Verification flow

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Pattern 2: HARA → Safety Goal → Verification flow

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Pattern 3: FMEA → Risk Control → Verification flow

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Next steps

Now that you understand the navigation structure:

• Complete your first workflow — Try Your First HARA Session to create your first hazard analysis
• Find your role-specific dashboard — Follow Finding Your Role Dashboard to locate and customize your personalized view
• Explore the data model — Read Data Model Overview to understand how work item types relate to each other
• Learn traceability navigation — See Use Whole RTM Sheet to navigate the full traceability matrix