What it’s about

“Read-only fields” are configurable fields in a Work Item or document – e. g. LiveDocs – that can only be read but cannot (still) be edited.

Benefits

Siemens Polarion’s „Read-only Fields“ ensures data integrity, controlled change tracking, and compliance support by restricting edits.

Example

Specific fields in LiveDocs have been approved or completed as part of a project and should no be able to be changed to maintain data integrity.

Impact

The Read-only Fields feature for LiveDocs can strengthen your data integrity, transparency, customization control and compliance fulfillment – we can help you leverage its full potential for your project.

Protection of data integrity

Write restrictions mean that important information remains unchanged, resulting in a consistent data basis and reducing error risks.

Schutz der Datenintegrität

Audit security

Thanks to unchangeable fields, the history remains fully traceable, which optimally supports the requirements for audits.

Auditsicherheit

Automation

Immutable fields enable automated processes by setting clear rules and minimizing manual intervention, which improves efficiency.

Automatisierung

Quality assurance

Fixed input fields enable consistent data quality, providing quality assurance and facilitating reliable reporting and decision-making.

Qualitätssicherung

Change management

Fields with write protection make it easier to track changes and ensure control over adjustments, enhancing transparency.

Veränderungskontrolle

Better collaboration

Write-protected fields create clear responsibilities and improve the exchange thanks to centrally available information.

Bessere Zusammenarbeit

Industries

In regulated industries such as aerospace, automotive or defense, precise data and clear processes are essential. The Read-only Fields function for LiveDocs in Siemens Polarion® helps to ensure these standards.

Energy

Revolution instead of evolution: transforming the energy sector with advanced consulting and future-proof ALM approaches.

Energy

Finance

Financial solutions with foresight: secure sustainable approaches for dynamic financial markets with our advice.

Finance

Government and public sector

Increase efficiency in the public sector with innovative approaches and processes for robust and future-oriented solutions.

Government and public sector

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In our blog you will regularly find valuable tips, current trends and inspiring ideas that will make your development projects more efficient, increase the productivity of your team and ensure your business success.

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FAQ

Well-founded answers to frequently asked questions about the Siemens Polarion® future Read-only Fields. Find out in the following lines how you can advance your development project with us and achieve optimum results.

FAQ

The Siemens Polarion® feature called “Read-only Fields” allows certain fields in work items in documents, test runs and plans to be locked for editing regardless of their status, so that only authorized users can make changes. This function increases data security and consistency by preventing unwanted changes and protecting important information. This enables companies to ensure more efficient workflows and facilitate compliance.

In Siemens Polarion®, Read-only Fields can be configured using specific authorizations and workflow rules to define selected fields as read-only for certain user groups or work item statuses. Administrators can use the Admin Panel to define which data is view-only and therefore protected from changes. This customization ensures greater data security and consistent processes in projects.

Read-only Fields in Siemens Polarion® offer decisive advantages for project and requirements management by ensuring data integrity and traceability. Defined, unchangeable fields prevent critical information from being changed unintentionally. This optimizes consistency in documentation, reduces the risk of incorrect entries and makes it easier to meet compliance and audit requirements.

Typical use cases for Read-only Fields in Siemens Polarion® include locking approved requirements, protecting sensitive project information and freezing field content after approvals. This feature is often used for regulatory documentation and completed test cases to ensure data consistency and prevent unauthorized changes, which strengthens the quality and compliance of project documentation.

Challenges in the implementation of Read-only Fields in Siemens Polarion® often arise due to complex authorization structures and differentiated workflow requirements. ReQonsult can overcome these through customized authorization and workflow configurations to ensure that the right fields are optimally protected for the respective user groups. In addition, targeted training supports smooth implementation and acceptance.

Read-only Fields and locked work items differ in Siemens Polarion® in their area of application: Read-only Fields only lock individual fields for editing and still allow access to other content of the same work item. A locked or read-only work item, on the other hand, does not allow any changes to be made to the entire element. Read-only fields therefore enable more precise control of editability at field level.

The configuration of Read-only Fields in Siemens Polarion® can be customized for projects or specific workflows by allowing administrators to set custom rules and permissions. Workflow conditions and roles can be used to control when and for whom fields are read-only. This allows project-specific requirements to be implemented precisely and control over sensitive data to be optimized at various stages.

Yes, Read-only Fields can be displayed in Siemens Polarion® reports and dashboards. They can be integrated by configuring LiveDocs and widgets, making the data transparent and viewable at all times, even in read-only format. These fields remain unchangeable, which supports the consistency of reporting. Our consultants can help to customize these views and present the project data effectively.

In Siemens Polarion®, Read-only Fields can be dynamically adapted to status changes and workflow conditions. Administrators define rules that automatically set fields to read-only based on specific status transitions. For example, a field remains unchangeable after a workflow is completed. This flexibility enables precise control of data access and promotes consistency in complex projects.

Read-only Fields can be used for user-defined work item types in Siemens Polarion®, but there are certain limitations: For example, the configuration is partially dependent on the underlying authorization structures and workflow definitions, which require additional planning for complex customizations. Our ALM consultants will help you to overcome these hurdles and make optimum use of the function for customer-specific types.

The use of Read-only Fields in Siemens Polarion® significantly strengthens traceability and audit tracking. Read-only protection keeps critical information unchanged, ensuring data integrity and providing clear audit trails. Immutable fields provide a transparent and consistent basis for audits as they accurately reflect the project status at all times and precisely support compliance requirements.

Best practices for the effective use of Read-only Fields in complex Polarion® projects include the targeted planning of authorizations and workflows to activate Read-only Fields at key stages. Regular reviews and coordination with project stakeholders ensure that all relevant data is protected yet accessible. In addition, clear configuration guidelines and training facilitate consistency and compliance over the course of the project.

Yes, in Siemens Polarion® certain user groups can be given temporary editing rights for Read-only Fields. Through targeted workflow and authorization configuration, time-limited access rights can be defined, for example for special release processes. This allows authorized users to temporarily access and modify protected data without compromising long-term data integrity.

In Siemens Polarion®, the main difference between standard and user-defined “Read-only Fields” is their customizability. Standard Read-only Fields are predefined fields that are permanently integrated in Polarion® and fulfill basic functions. Custom read-only fields, on the other hand, allow for flexible configuration that can be tailored to specific project requirements, greatly increasing control and customization.

Yes, in Siemens Polarion® the visibility of Read-only Fields can be customized for different user roles. Administrators can use role configurations and authorization rules to control which user groups are allowed to see certain read-only fields. This differentiation makes it possible to keep sensitive data accessible for relevant roles and at the same time protect confidential information in a targeted manner, which optimizes data security.

The use of numerous Read-only Fields can affect the performance of Siemens Polarion®, as complex authorization and visibility rules require additional system resources. To minimize performance losses, it is advisable to plan the number of read-only fields in a targeted manner and avoid unnecessary configurations. Optimized workflows and careful authorization management help to keep system efficiency stable.

Read-only Fields in Siemens Polarion® are crucial for adherence to compliance standards, as they ensure that critical data remains unchanged and traceable. Read-only protection prevents compliance-relevant information from being inadvertently changed, strengthening the audit trail and ensuring the integrity of documentation. This function effectively supports companies in fulfilling regulatory requirements and internal guidelines.

Read-only Fields minimize confusion in the team by preventing unwanted data changes and thus ensuring data consistency. Targeted write protection means that important information remains unchanged, which reduces misunderstandings and increases the reliability of the data. Team members can rely on a stable information base, which facilitates collaboration and increases efficiency in projects.

Read-only Fields can be used in Siemens Polarion® to record automatically generated values such as timestamps or IDs and make them permanently visible. These fields can be configured to capture data automatically and remain read-only for all users. This ensures that once generated, audit-relevant information is stored unchanged and is reliably available in the documentation, which supports data integrity.

Read-only Fields in Polarion® have a positive effect on reports and data exports, as they provide reliable and unaltered data for evaluations. These fields remain consistent in exports and reports, ensuring data quality and integrity. As read-only information remains unchanged, they enable precise analyses and provide a reliable basis for decision-making in project management.

In Siemens Polarion®, a workflow can be configured to automatically unlock Read-only Fields after a specified time or when a milestone is reached. This customization is done via time- or status-based workflow rules that activate certain editing rights as soon as defined conditions are met. ReQonsult can provide support in adapting such dynamic releases precisely to project-related requirements.

Read-only Fields in Polarion® make a decisive contribution to data security and integrity by protecting critical information from unauthorized changes. Write protection means that defined data cannot be changed, which prevents manipulation and accidental editing. This ensures consistent and reliable project data that serves as a secure basis for decision-making for all stakeholders and supports compliance throughout the project.

The use of Read-only Fields may differ slightly in the various Polarion® versions or editions, as functions and configuration options may vary depending on the edition. Higher-value editions often offer extended customization and automation options for Read-only Fields, for example in workflow management. Our consultants can advise you on which version best suits the complexity of your project and your specific requirements.

Read-only Fields are ideal for storing project data in Siemens Polarion® that should remain unchanged after completion of a phase or approval. The write protection of these fields ensures that completed information is reliably documented and protected against subsequent changes. This ensures consistent and verifiable documentation, which is crucial for audits and adherence to compliance standards.

To predefine Read-only Fields in various work item templates in Siemens Polarion®, specific configurations are required in the administrator area. Here, the desired fields are defined in the templates and configured as read-only with authorization and workflow rules. These settings ensure that the defined fields are automatically protected each time the template is used, which supports the consistency and security of the data structure.

Read-only Fields improve the user experience in Siemens Polarion® by creating clarity and structure. Users see important, immutable information without the risk of unwanted changes, making it easier to navigate and minimizing operating errors. By restricting editing rights, teams can work more efficiently because all members can be sure that critical project data is presented consistently and correctly.

In Siemens Polarion®, Read-only Fields enable the secure retention of original data, while versioning and changes are tracked via separate, editable fields or automatic history traces. Since read-only fields remain unchanged, the integrity of the original version is ensured and all subsequent adjustments can be tracked transparently. Polarion® thus supports consistent documentation and facilitates audit tracking.

To introduce Read-only Fields in a running Siemens Polarion® project or active workflow, specific adjustments are required in the project settings. First, administrators define the fields and adjust authorizations to ensure write protection. The workflows are then updated so that the new Read-only Fields are integrated in the desired status. A step-by-step introduction and user training ensure a smooth implementation.

Read-only Fields in Siemens Polarion® are ideal for recording project-wide specifications and standards. Thanks to write protection, this information remains unchangeable throughout the course of the project and can be viewed by all team members at any time. In this way, binding guidelines are clearly documented and protected against accidental adjustments, which ensures uniformity and compliance in the project and supports efficient processes.

Yes, Siemens Polarion® offers automation options to automatically transfer data to Read-only Fields based on defined conditions. Using scripting and workflow rules, specific values can be automatically captured and entered into read-only fields upon certain status changes or events. This feature enables accurate and secure documentation of critical information without manual intervention and with maximum data consistency.

Read-only Fields promote cross-departmental collaboration in Siemens Polarion® by providing departments and external partners with standardized, unchangeable data. Since critical information cannot be changed accidentally, the data basis remains consistent and trustworthy. This provides everyone involved with a reliable information basis, which facilitates coordination and increases efficiency in joint projects.

Incorrectly configured Read-only Fields carry the risk of important information becoming unintentionally editable or inaccessible, which can jeopardize data integrity. To avoid this, configurations should be carefully planned and tested. A clear role and authorization structure as well as regular checks of the settings help to detect errors at an early stage and ensure stable, reliable project data.

To ensure that data in Read-only Fields is retained during project migrations or updates in Siemens Polarion®, it is advisable to carry out a backup and detailed migration planning. The configurations and authorizations of the Read-only Fields should be checked and transferred to the target environment. Our ALM consultants can also help to minimize potential data loss and ensure the integrity of the fields.

Read-only Fields in Siemens Polarion® affect user-defined scripts and extensions, as these scripts must prevent write access to locked fields. Developers should therefore ensure that their scripts take the read-only properties into account to avoid runtime errors. By carefully adapting the scripts, functions can be effectively integrated without compromising the integrity of the read-only data.

Read-only Fields are ideal for marking critical project details in Siemens Polarion® that must remain unchanged during reviews. By marking specific information as read-only, they ensure that important data is transparent and unchangeable for all review participants. This supports consistent evaluation and prevents unwanted changes, ensuring the quality and traceability of project documentation.

To define Read-only Fields in Siemens Polarion® as fixed reference points for requirements or test results, specific configurations are necessary. First, the relevant fields should be created and marked as read-only. Then they are integrated into the workflows to ensure that this data remains unchangeable during status changes. These steps ensure that the referenced information is constantly and reliably retrievable, which strengthens project traceability.

Read-only Fields in Siemens Polarion® support cross-team communication standards by documenting central information and defined protocols in an unchangeable way. Read-only protection keeps these communication guidelines and common reference points consistently visible and uniform for all teams, preventing misunderstandings. In this way, Siemens Polarion® promotes clear, reliable interaction and strengthens cross-departmental collaboration.

Read-only Fields in Siemens Polarion® optimize audit reports and control logs by permanently securing unchangeable, audit-relevant data. These fields make it possible to provide central information and evidence consistently, which facilitates traceability and prevents tampering. This ensures that audit reports always have access to reliable, unaltered data and that compliance requirements are met in full.

In Siemens Polarion®, Read-only Fields can be specifically enabled for exported reports and documentation by integrating them into the visibility and export options. Administrators define which Read-only Fields should be visible in the export so that unchangeable data reliably appears in reports. These settings ensure that relevant, defined information is presented consistently and meets external requirements.

The configuration of Read-only Fields in Siemens Polarion® protects large project teams from accidental data changes by blocking critical information for editing. This means that relevant content remains unchanged, which increases data security and prevents operating errors. Through targeted write protection rules, Polarion ensures that all team members always work with consistent and reliable data, which strengthens project integrity.

Read-only Fields in Siemens Polarion® are ideal for meeting industry-specific compliance requirements, as they secure defined data and evidence in an unalterable way. These Read-only Fields make it possible to permanently document regulatory requirements and control access to them. In this way, Siemens Polarion® supports the integrity and traceability of critical information required for audits and compliance with standards such as ISO, FDA or other regulations.

Yes, in Siemens Polarion® Read-only Fields can be automatically populated with data from external sources to ensure consistent database entries. Integration tools and APIs allow data to be seamlessly transferred and stored read-only. This automated filling ensures that all relevant information is always consistent and up-to-date, without manual intervention, which significantly improves data consistency and quality.

Read-only Fields in Siemens Polarion® are ideal for documenting decision-making processes in the course of a project in a traceable manner. Write protection means that important information on decisions remains unchanged and can be viewed at any time. In this way, defined justifications and project-critical milestones are accessible to all team members and recorded in an audit-proof manner, which creates transparency and supports a consistent project history that facilitates audits.

In Siemens Polarion®, Read-only Fields can be visually highlighted using special formatting options such as coloring, borders or icons. Administrators can use stylesheets and custom field representations to make read-only information more visible. This visual highlighting allows team members to recognize relevant data at a glance, increasing clarity and improving efficiency when searching for information.

Read-only Fields in Siemens Polarion® are ideal for permanently recording “lessons learned” and project completion notes. Write protection means that findings and important completion information remain unchanged in the system and can be viewed for future projects. This ensures a consistent knowledge base that helps team members to consider past experiences and promote continuous improvement in project management.

Yes, in Siemens Polarion® Read-only Fields can be specifically enabled for certain project roles, while remaining read-only for others. By configuring role and authorization rules, administrators can determine which user groups receive temporary editing rights. This differentiated access control secures sensitive data and enables flexible working, adapted to specific project requirements and responsibilities.

Yes, in Siemens Polarion® Read-only Fields can be customized to conditionally display certain data using user-defined rules or validations. By integrating scripts and validation logic, fields can be configured to display only relevant information based on defined criteria. This customization enables targeted data display, increases clarity and supports context-sensitive information provision in the project.

The use of Read-only Fields in Siemens Polarion® strengthens rights management and protects sensitive data by enabling targeted write protection mechanisms. By configuring these fields, administrators can specify which user groups are only allowed to view certain information without editing access. This feature significantly increases data security by keeping critical information unchanged and preventing unauthorized changes.

Various tools and integrations are available in Siemens Polarion® to support the management and monitoring of Read-only Fields. With integrated API interfaces and user-defined scripts, automated controls can be implemented to monitor the consistency and access rights of Read-only Fields. In addition, monitoring add-ons enable continuous checking of settings and help to ensure long-term compliance and data security.

In Siemens Polarion®, Read-only Fields can be configured to serve as triggers for automatic notifications or triggers for specific project changes. By integrating workflow rules and notification functions, updates can be monitored in read-only fields that send automatic information to relevant user groups in the event of status changes or specific conditions. This enables proactive and efficient project management.

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