Service

Polarion Training for Users, Administrators and Developers

Corbinsoft delivers instructor-led Polarion training built around your own projects, templates and workflows. Courses cover end users, project administrators, developers and compliance teams, and run virtually or on-site from our base in Austin, Texas.

End Users Project Administrators Developers Compliance Teams Virtual or On-site
Plan Your Training
END USER PROJECT ADMIN DEVELOPER COMPLIANCE TRAINED ON YOUR CONFIGURATION

Teams learn fastest
on their own configuration.

Polarion is highly configurable, so two companies' projects can look very different. Training built on a generic demo project leaves people translating examples into their own work item types, workflows and documents. That gap shows up later as inconsistent data, workarounds and support requests.

Our Polarion training uses your configuration wherever possible. Exercises use your templates, your link roles and your approval workflows, so what people practice in class is what they do at their desks the next day. We train teams in regulated industries and bring examples from the standards they work to.

Inconsistent use

Users who learn by trial and error create work items, links and baselines in different ways.

Single points of failure

Without trained project administrators, every new field or workflow change waits on one person or an outside consultant.

Fragile customizations

Scripts and reports that nobody in-house understands become hard to maintain and hard to validate.

Audit readiness

Quality staff who are unsure where Polarion keeps signatures and history struggle to answer auditors directly.

Polarion training courses by role

Each outline is a starting point. We adjust topics and depth to your configuration, your processes and the experience of the group.

End-User Training

For engineers, testers and reviewers who create and work with requirements, tests and other work items every day.

  • Navigating projects, LiveDocs and work items
  • Writing and structuring requirements in LiveDocs
  • Creating links and following traceability
  • Reviews, comments and approvals
  • Baselines, revisions and comparing versions
  • Queries and saved views

Project Administrator Training

Polarion administrator training for the people who maintain projects and templates, focused on the configuration your team will change most often.

  • Work item types, custom fields and enumerations
  • Link roles and traceability rules
  • Workflows, conditions and functions
  • Roles, permissions and user management
  • LiveDoc and project templates
  • Configuration change control in validated projects

Developer & Scripting Training

For developers and technical administrators who extend Polarion with reports, scripts and integrations.

  • Velocity for LiveReports and widgets
  • Workflow scripts in JavaScript (GraalJS)
  • Save hooks and scheduled jobs
  • Polarion Java API and REST API basics
  • Testing and deploying customizations safely
Polarion scripting services →

Compliance & Validation Training

For quality, regulatory and validation staff who rely on Polarion records as objective evidence.

  • Electronic signatures and approval workflows
  • Audit trail and work item history
  • Baselines as evidence
  • Traceability and compliance reports
  • Exporting records for audits and submissions
Part 11 validation service →

How our Polarion training is delivered

Every course is instructor-led and planned with you, from the topics covered to the schedule.

VIRTUAL
Instructor-led virtual trainingLive sessions over video conference, with hands-on exercises in a training project.
ON-SITE
On-site trainingClassroom sessions at your location for teams who prefer to learn together in person.
TAILORED
Built on your configurationExercises use your templates, workflows and work item types, or a training copy of them.
TIME ZONE
North American hoursBased in Austin, Texas on Central Time, our trainers schedule sessions that suit teams across North America.
ROLLOUT
Timed with go-liveTraining can be scheduled alongside an implementation, so users learn the system as it enters production.
Implementation services →
FOLLOW-UP
Questions after classFollow-up sessions can be arranged as teams start applying what they learned to live projects.

Polarion training questions

Can training use our own Polarion configuration?

Yes. Wherever possible we build exercises on your templates, work item types and workflows, either in a dedicated training project or in a copy of your configuration on a training server. Generic examples are used only where your configuration is not yet in place.

Do you offer Polarion administrator training?

Yes. Our project administrator course covers work item types, custom fields, link roles, workflows, permissions and templates, plus how to manage configuration changes in a validated environment.

Is training delivered online or on-site?

Both. Courses run as instructor-led virtual sessions or on-site at your location. Virtual sessions from our Austin, Texas base fit North American working hours.

Can training be combined with an implementation?

Yes. End-user and administrator training can be scheduled around go-live, so people learn the configuration they will use in production.

How do we arrange a course?

Contact us with the roles you want to train, the state of your Polarion configuration and your preferred format. We will propose a course outline tailored to your team.

Plan Polarion training
for your team

Tell us which roles need training and how your Polarion projects are configured. We will suggest a course plan that fits.

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