BaselineReports - Maqsusi Digital Industries Software

Polarion Marketplace

Explore top Polarion custom use cases showcasing real-world business transformation and process innovation for customers.

Baseline wiki report for document

By Maqsusi Digital Industries Software
For Siemens Polarion ALM.

Overview

The Baseline Comparison Customization in Polarion ALM is an advanced reporting solution designed to provide a complete and transparent view of changes between two baselines within a project. This customization generates a wiki-style, audit-friendly report that clearly highlights all detected differences — including added, removed, and modified artifacts, along with their associated metadata such as status, owner, and timestamp. By doing so, it enables users to understand the precise evolution of project elements between versions.
The system supports snapshot visualization, allowing project teams, quality managers, and auditors to review and analyze the exact configuration state of the project at specific milestones. This makes it easier to trace how requirements, test cases, or documents have changed over time, maintaining compliance with quality and regulatory standards.
By automating the baseline comparison process, the customization eliminates the need for time-consuming manual validation, ensuring that discrepancies are detected accurately and consistently. The report layout is designed for intuitive navigation and clarity, grouping related changes for easier review during audits or change control meetings.
Beyond operational convenience, this feature significantly enhances configuration management and documentation integrity by ensuring that every modification is traceable and verifiable. It helps organizations maintain regulatory compliance with frameworks such as ISO 9001, ISO 13485, and FDA 21 CFR Part 820 by providing verifiable evidence of version control.
Ultimately, the Baseline Comparison Customization strengthens audit preparedness, transparency, and quality assurance, ensuring that all project stakeholders have a reliable and comprehensive view of changes throughout the product development lifecycle within Polarion ALM.

Functinal Flow

Baseline Selection – Users select two project baselines for comparison, representing different configuration states or development milestones within Polarion.
Data Retrieval via APIs – The customization leverages Polarion’s internal services (such as TrackerService and BaselineService) to fetch artifact data, metadata, and relationships from both baselines.
Automated Difference Analysis – The system automatically compares all relevant artifacts (requirements, test cases, documents, etc.) to detect additions, deletions, and modifications.
Wiki-Style Report Generation – A Velocity-based script compiles results into a structured, interactive HTML report highlighting changes with color-coded distinctions for clarity.
Snapshot Visualization & Review – Users and auditors can navigate through visualized snapshots to analyze document evolution and configuration states for audits or quality reviews.

Benefits

Enhanced Traceability – Maintains a clear historical record of changes between baselines, ensuring full visibility of version-to-version evolution.
Audit-Ready Reporting – Provides detailed, formatted reports optimized for compliance audits and regulatory inspections.
Reduced Manual Effort – Automates comparison and validation, saving time and reducing the potential for human error in change verification.
Improved Decision-Making – Empowers project managers and quality teams with data-driven insights into modifications, helping assess change impact effectively.
Regulatory Compliance Support – Aligns documentation and traceability processes with ISO and FDA standards, ensuring documentation integrity.

Future Enchancements

Interactive Visual Dashboard – Introduce graphical comparison views (e.g., charts or timelines) to visualize baseline differences more intuitively.
Change Impact Prediction – Implement AI-based algorithms to predict downstream effects of modifications on related artifacts.
Automated Notification System – Enable alerts for stakeholders when significant differences or compliance deviations are detected.
Integration with eSignatures – Support digital signatures for approval of baseline comparisons and validation tracking.
Advanced Filtering & Export Options – Add configurable filters and export capabilities (PDF, Excel, CSV) for customized reporting and documentation sharing.