Quick Start by Task
Column Configuration
Add, customize, and manage columns in your RISKSHEET. Configure data types, linking, traceability, and visibility.
Styling and Formatting
Apply conditional formatting, cell styles, colors, and visual elements to highlight risk data.
Configuration Management
Manage configuration files, templates, and settings across single and multi-project setups.
Customization
Customize the interface, create saved views, and configure dropdowns and menus.
Risk Management
Configure FMEA and HARA workflows, risk matrices, mitigation tasks, and downstream actions.
Review Management
Set up review workflows, configure approval processes, and manage cross-project reviews.
Export
Export to Excel, PDF, and other formats with customized scripts and templates.
Integration
Embed RISKSHEET in LiveDoc, manage nested instances, and work with branched documents.
Licensing
Understand license types, tiers, and user assignment for Nextedy RISKSHEET.
Administration
Update RISKSHEET, configure permissions, add to projects, and troubleshoot admin issues.
Advanced Configuration
Work with queries, dependent enums, formulas, and cross-project linking.
Common Tasks
Quick links to popular how-to guides:- Add a Basic Column — Start with simple text or enumeration columns
- Configure Calculated Columns — Create derived values using formulas
- Configure Upstream Traceability — Show linked source requirements
- Configure Downstream Traceability — Link to verification and mitigation items
- Set Up Risk Matrices — Visualize risk assessment scales
- Configure FMEA Workflows — Implement Failure Mode and Effects Analysis
- Set Up Review Process — Enable approval-based or comment-based reviews
- Export to PDF — Generate customized risk analysis reports
- Configure Multi-Project Setup — Manage RISKSHEET across projects
Documentation Structure
| Section | Purpose | Start Here |
|---|---|---|
| Column Configuration | Add and customize spreadsheet columns | Add a Basic Column |
| Styling | Apply visual formatting and conditional styles | Configure Cell Styles |
| Configuration | Manage settings and templates | Use the Configuration Editor |
| Customization | Customize UI and saved views | Create Saved Views |
| Risk Management | Configure risk workflows | Configure FMEA Workflows |
| Reviews | Set up approval and review processes | Set Up Review Process |
| Export | Generate reports and exports | Export to PDF |
| Integration | Integrate with Polarion | Embed Risksheet in LiveDoc |
| Licensing | Manage user licenses | Assign Active Users |
| Administration | System configuration | Update RISKSHEET |
| Advanced | Complex configurations | Configure Queries |
Workflow Paths
Setting Up Your First RISKSHEET
Managing Risk Analysis
Advanced Customization
Tips for Success
Configuration first — Plan your column structure and data types before adding content. Changing structure later is more difficult.