Quick Start Guide

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What You Will Achieve

By the end of this quick start, you will have:

• ✅ Installed and activated Nextedy RISKSHEET
• ✅ Created your first FMEA or HARA document
• ✅ Added risk items and mitigation tasks
• ✅ Configured basic columns and views
• ✅ Saved and shared your risk assessment

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Prerequisites

• Polarion ALM installed and accessible
• Project administrator permissions in Polarion
• Nextedy RISKSHEET license key (evaluation or production)
• Modern web browser (Chrome, Firefox, Edge, or Safari)

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Quick Start Roadmap

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Step 1: Install RISKSHEET

Log in to Polarion as a project administrator and navigate to ⚙️ Administration → RISKSHEET → Install Extension. Click Install Now and wait for the confirmation message. What you should see: A success notification confirming RISKSHEET is installed. The extension appears in your project’s available widgets and document types.

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Step 2: Create Your First RISKSHEET Document

Navigate to a Polarion space or folder where you want to create the risksheet. Click ➕ New → RISKSHEET Document. Select the FMEA Template from the template dropdown, enter a document name (e.g., “System FMEA”), and click Create. What you should see: A new RISKSHEET document opens with a spreadsheet-like interface. The document contains pre-configured columns for FMEA analysis including Failure Mode, Effects, Severity, Occurrence, and Detection ratings.

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Step 3: Add Your First Risk Item

Click the ➕ Insert Row button in the toolbar. A new row appears with empty cells. Fill in the risk item details:

1. Failure Mode: Type “Sensor calibration drift over time”
2. Effects: Type “Incorrect measurements leading to system malfunction”
3. Severity: Select “8” from the dropdown (or type the number)
4. Occurrence: Select “4”
5. Detection: Select “6”

Press Enter or click outside the row to confirm the entry. What you should see: The Risk Priority Number (RPN) automatically calculates (8 × 4 × 6 = 192). The row may be color-coded based on severity thresholds.

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Step 4: Add a Mitigation Task

Right-click on the risk item row you just created. From the context menu, select ➕ Insert Task Below. A new task row appears indented beneath the risk item. Fill in the task details:

• Task Title: “Implement automated sensor calibration checks”
• Assignee: Select a team member from the dropdown
• Status: Select “Open”

What you should see: A hierarchical structure where the mitigation task is visually linked to its parent risk item through indentation. The risk item shows an expand/collapse icon (▼) indicating it has child items.

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Step 5: Configure Column Visibility

Click the 👁 View dropdown in the toolbar and select Show/Hide Columns. A dialog appears listing all available columns. Uncheck columns you don’t need (e.g., “Current Controls” if not applicable) and check additional columns you want visible (e.g., “Due Date” for tasks). Click Apply. What you should see: The risksheet refreshes with only your selected columns visible. Hidden columns remain in the configuration but don’t clutter the view.

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Step 6: Save Your Work

Click the 💾 Save button in the toolbar. What you should see: A brief progress indicator followed by a confirmation message. All changes are persisted to Polarion’s database and are immediately visible to other users with access to the document.

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Step 7: Share and Collaborate

To share your RISKSHEET document:

1. Copy the URL from your browser’s address bar
2. Share the link with team members via email or project documentation
3. Users with appropriate Polarion permissions can view and edit the risksheet

Alternatively, click 📤 Export → PDF to generate a shareable report. What you should see: Team members who open the link see the same risksheet with real-time updates. PDF exports generate formatted reports suitable for reviews and documentation.

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Common Next Steps

Now that you have a working RISKSHEET, explore these essential features:

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Troubleshooting Quick Tips

Problem: Can’t see RISKSHEET in the document type list

• Solution: Ensure you have project administrator permissions and the extension is installed. Check Installation for details.

Problem: RISKSHEET redirects to project home page

• Solution: RISKSHEET requires the topic to be included in your current view’s topic list. Switch to a view that includes RISKSHEET topics or configure your view to include them. See Browser Compatibility for more details.

Problem: Changes aren’t saving

• Solution: Check your Polarion session hasn’t timed out. Verify you have edit permissions for the document. See Save Operation Failures.

Problem: RPN not calculating automatically

• Solution: Verify calculated columns are configured correctly. See Configure Calculated Columns.

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Understanding RISKSHEET Concepts

Before diving deeper, familiarize yourself with these core concepts:

• Template: Pre-configured risksheet.json defining columns, views, and behavior
• Document: Instance created from a template, containing your actual risk data
• Work Items: Individual risks and tasks stored as Polarion work items
• Configuration: JSON-based settings controlling appearance and functionality

For deeper understanding, see What is RISKSHEET? and Architecture.

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Next Steps

🎓 Learn the fundamentals:

• Understanding the Interface - Master the UI components and navigation
• Basic Configuration - Customize columns and settings
• Configuration System - Understand how configuration works

🛠️ Build your skills:

• Column Configuration Guides - Add and configure different column types
• Risk Management - Set up FMEA and HARA workflows
• Export Options - Generate Excel and PDF reports

📖 Reference documentation:

• Keyboard Shortcuts - Speed up your workflow
• Configuration Properties Index - Complete property reference
• FAQ - Common questions and answers

Sources

Support Tickets

• #6702