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What You Will Achieve

By the end of this tutorial, you will have:
  • Created a new risksheet document from a template
  • Added your first risk items to the spreadsheet
  • Linked upstream requirements to risk items
  • Created downstream mitigation tasks
  • Saved and validated your first risk analysis

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Prerequisites

Before starting this tutorial, ensure:
  • Nextedy RISKSHEET is installed in your Polarion instance (see Installation)
  • You have appropriate permissions to create documents in your project
  • At least one risksheet template is configured (verify with your administrator)
  • Your project has a risk work item type configured
If you’re evaluating RISKSHEET for the first time, consider using the demo project templates which come pre-configured with FMEA or HARA workflows. See Evaluate RISKSHEET for guidance.

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Step 1: Access the Risksheet Topic

Navigate to the Risksheet tool in your Polarion sidebar.
  1. Open your Polarion project
  2. In the left sidebar, locate and click the Risksheet topic
  3. You will see the Risksheet landing page
What you should see: The Risksheet interface displays with a toolbar showing available templates and existing risksheet documents in your project.
If you don’t see the Risksheet topic in your sidebar, verify that your administrator has added <topic id="risksheet"/> to the Portal Topics configuration. See Add RISKSHEET to Existing Project for details.

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Step 2: Create a New Blank Document

Create your first risksheet from a configured template.
  1. Click the + New Blank Document button in the Risksheet toolbar
  2. A dialog appears showing available risksheet templates
  3. Select your desired template (e.g., “Risk Analysis” or “FMEA Template”)
  4. Enter a document name (e.g., “My First Risk Analysis”)
  5. Choose the target space where the document will be stored
  6. Click Create
What you should see: Nextedy RISKSHEET creates a new LiveDoc document and opens the risksheet interface. You’ll see an empty spreadsheet with columns configured according to your template (typically including columns for hazards, severity, occurrence, detection, and RPN calculations).
The risksheet inherits its configuration (columns, formulas, styling) from the template document. If you need different columns or workflows, ask your administrator to create additional templates or see Basic Configuration to customize your risksheet.
Document Creation Flow
======================

[Risksheet Topic] --> [+ New Blank Document]
        |                       |
        v                       v
[Template Selection] --> [Name {{GATHERED_CONTEXT}} Space]
        |                       |
        v                       v
[Create LiveDoc] --> [Load Configuration]
        |                       |
        v                       v
  [Empty Risksheet]

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Step 3: Add Your First Risk Item

Add a risk item row to begin your risk analysis.
  1. Right-click in the risksheet grid (or use the toolbar)
  2. Select Insert Row Below from the context menu
  3. A new row appears with editable cells
  4. Click the first editable cell to begin entering data
  5. Enter a risk title (e.g., “Battery thermal runaway”)
  6. Press Tab to move to the next cell
  7. Fill in additional fields such as:
    • Risk description
    • Severity rating (select from dropdown)
    • Occurrence rating (select from dropdown)
    • Detection rating (select from dropdown)
What you should see: As you enter data, calculated columns (such as RPN - Risk Priority Number) automatically update based on the formulas configured in your template. Color-coded cells may appear based on risk thresholds (green for low risk, yellow for medium, red for high).
Use Tab to move to the next cell, Shift+Tab to move backward, and Enter to move down to the next row. Press F2 to edit a cell. See Keyboard Shortcuts for the complete list.
Connect your risk item to upstream requirements or system hazards for traceability.
  1. Locate the upstream traceability column (often labeled “Requirements” or “Hazards”)
  2. Click the cell in this column for your risk item
  3. A suggester dialog opens showing available work items
  4. Start typing to search for a requirement (e.g., “SYS-REQ-001”)
  5. Select the desired requirement from the filtered results
  6. Click OK or press Enter to link the item
What you should see: The linked requirement appears in the cell, typically as a clickable link with the work item ID and title. You can click the link to navigate to the requirement in Polarion.
The suggester only shows work item types configured in your risksheet’s dataTypes section. If you don’t see expected items, verify your configuration or contact your administrator.

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Step 5: Create Downstream Mitigation Tasks

Add mitigation tasks to address the identified risk.
  1. Locate the downstream task column (often labeled “Mitigations” or “Tasks”)
  2. Click the cell in this column for your risk item
  3. In the suggester dialog, click + New to create a new task
  4. Enter task details:
    • Title: “Implement battery thermal monitoring”
    • Description: Describe the mitigation action
    • Assignee: Select responsible person
  5. Click Create to add the task
  6. The task is automatically linked to your risk item
What you should see: The new task appears in the downstream column as a linked work item. The task is created in Polarion and linked to your risk item with the configured link role (typically “mitigates”).
If you navigate away from the risksheet before saving, your changes will be lost. Nextedy RISKSHEET does not auto-save - you must explicitly save your work (see Step 6).

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Step 6: Save Your Risksheet

Persist your changes to the Polarion database.
  1. Review your entries to ensure accuracy
  2. Click the Save button in the toolbar (or press Ctrl+S)
  3. Wait for the save operation to complete
  4. A success message confirms your data was saved
What you should see: After saving, the risksheet may refresh (depending on your configuration). Any validation errors appear in a dialog, allowing you to correct issues before re-saving.
If required fields are missing or data is invalid, the save dialog lists all errors. Fix each error (red-highlighted cells) and save again. Common errors include empty required fields, invalid enum values, or broken links.

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Step 7: Verify Your Work

Confirm that your risksheet was created correctly.
  1. Navigate to the LiveDoc view of your document:
    • Click Menu → Open in LiveDoc (or similar option)
  2. Verify that your risk items appear in the document structure
  3. Click on a linked requirement or task to verify traceability
  4. Return to the Risksheet view to continue editing
What you should see: Your risk items appear as work items within the LiveDoc document structure. Upstream and downstream links are visible in the work item details, confirming traceability relationships. diagram

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Next Steps

Now that you’ve created your first risksheet, explore these topics:
Create a test risksheet in a dedicated space to experiment with features and configuration without affecting production risk analyses. You can always create new risksheets from templates or duplicate existing ones for different projects or components.
KB ArticlesSupport TicketsSource Code
  • risksheet.json
  • RisksheetProduct.java
  • AppConfig.ts
  • RisksheetProjectProperties.java
  • AddTaskCommand.ts