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Prerequisites

  • Polarion administrator access
  • Risksheet plugin installed on the server
  • The Nextedy demo project installed via Administration > Nextedy Risksheet > Setup
Before adding Risksheet to an existing project, you must install the Nextedy demo project from the Setup page. This makes the Risksheet topic and default templates available. Without this step, the risksheet topic will not be recognized.

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Step 1: Install Demo Templates

  1. Navigate to Administration > Nextedy Risksheet > Setup.
  2. Click the install button to deploy the default Risksheet templates.
  3. Verify the templates (risksheet_template and risksheet_templateHara) are listed.
The setup process installs two starter templates: one for standard FMEA risk analysis and one for HARA workflows.

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Step 2: Configure Work Item Types

Ensure your project has a work item type for risk items. Risksheet does not require specific fields or work item types — it is fully configurable for any work item type.
  1. Navigate to Administration > Work Items > Types in your project.
  2. Verify you have a risk-related work item type (for example, risk, fmea, or any custom type).
  3. If needed, create a new work item type for risk items.

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Step 3: Configure the Document Type

Set up a document type with the Risksheet property:
  1. Navigate to Administration > Documents & Pages > Document Types in your project.
  2. Create or edit a document type (for example, riskSpecification).
  3. Add the Polarion configuration property nextedy.risksheet.riskDocumentType and set its value to your document type.
The nextedy.risksheet.riskDocumentType property supports multiple document types using parenthesized syntax if you need Risksheet to work with different document categories.

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Step 4: Configure Template Paths

Set up where users can create new Risksheet documents:
  1. Navigate to Administration > Nextedy Risksheet in your project.
  2. Configure the template path. The default path is Risks/Risk Specification.
  3. Multiple paths can be specified as comma-separated values.
Project Setup Flow:

  Install Demo Templates (Setup page)
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         v
  Configure Work Item Type (risk items)
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         v
  Configure Document Type (riskDocumentType)
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         v
  Set Template Path (document location)
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         v
  Add Risksheet Topic to Sidebar
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         v
  Test: Create New Risksheet Document

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Step 5: Add the Risksheet Topic to Navigation

Add the Risksheet topic to your project’s sidebar navigation:
  1. Navigate to Administration > Topics in your project.
  2. Add <topic id='risksheet'/> to the sidebar configuration for the relevant views and roles.
  3. Save the configuration.
If Risksheet does not appear in the navigation after adding the topic, verify that the topic is configured for the specific view/role that the user is assigned to. Removing or omitting the Risksheet topic from a custom navigation view makes Risksheet invisible in that view.

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Step 6: Customize Display Names

Optionally customize how Risksheet appears in your project. The following properties are available in Administration > Nextedy Risksheet:
PropertyDefaultPurpose
Tool NameRisksheetDisplay name in the UI
Document Names (plural)Risk AnalysesPlural label for document lists
Document Name (singular)Risk AnalysisSingular label in dialogs

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Verification

  1. Navigate to your project’s sidebar and click the Risksheet entry.
  2. You should now see the Risksheet home page with folder navigation and a document creation option.
  3. Create a test Risksheet document to verify the configuration.
  4. Confirm the document loads with the correct template and column layout.

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See Also

KB ArticlesSupport TicketsSource Code
  • RisksheetProjectProperties.java
  • RisksheetViewServlet.java
  • AppConfig.ts
  • RisksheetSetupService.java
  • RisksheetProduct.java