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Core Concepts

What is RISKSHEET? — A comprehensive overview of Nextedy RISKSHEET, its role as a risk management extension for Polarion, and how it enables structured risk analysis through FMEA and HARA workflows. Architecture — Understand the three-layer architecture of RISKSHEET, how documents and risksheets relate, the link traversal model, review system design, and the configuration hierarchy. Data Model and Work Items — Learn how RISKSHEET structures risk data, work item types, hierarchies, and the relationships between risks, actions, and downstream tasks.

System Configuration & Organization

Configuration System — Explore the property-based configuration framework that powers RISKSHEET, including how properties are defined, scoped, and applied across different levels. Configuration Hierarchy — Master the multi-level configuration system: global, project, document, and instance-level settings, including template inheritance and override mechanisms. User Roles and Permissions — Understand role-based access control, user responsibilities, permission inheritance, and how access is enforced across different document types.

Data & Visibility

Work Item Visibility and Levels — Learn how RISKSHEET controls what users see based on their roles, organizational structure, and configuration settings. Traceability and Linking — Discover how RISKSHEET maintains linkage between risks and upstream/downstream work items, enabling comprehensive impact analysis and requirements traceability. Live Data Views — Understand how RISKSHEET displays real-time data from Polarion, including linked work item updates and dynamic baseline comparisons.

Workflows & Features

Review Workflows — Explore the review and approval system in RISKSHEET, including comment-based reviews, approval workflows, and cross-project review coordination. Working Sessions — Learn how RISKSHEET manages user sessions, concurrent editing, state synchronization, and session recovery. Licensing Model — Understand RISKSHEET licensing tiers, user allocation, feature availability, and license validation mechanisms.

Visual Overview

diagram

Getting Started with Concepts

If you’re new to Nextedy RISKSHEET, we recommend starting with:
  1. What is RISKSHEET? — Begin here for a product overview
  2. Architecture — Understand the system design
  3. Configuration Hierarchy — Learn how to organize your setup
  4. Data Model and Work Items — Grasp how data is structured
For administrators setting up RISKSHEET for the first time, see the Getting Started guides to learn practical implementation steps.