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Prerequisites

  • Administrative access to your Polarion project
  • Nextedy RISKSHEET installed and configured in the project

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Step 1: Understand the Default Path

Risksheet ships with a default template path:
This means users can create new risk documents only in the Risks/Risk Specification folder. If this folder does not exist in your project, create it in Polarion before users attempt to create documents.

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Step 2: Set a Custom Template Path

To change where users can create risk documents:
  1. Open Polarion Administration for your project
  2. Navigate to the Risksheet project properties section
  3. Set the nextedy.risksheet.risksheetTemplatePath property to your desired folder:
  1. Save the changes
New risk documents can now be created in the Safety/FMEA Documents folder.

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Step 3: Configure Multiple Paths

To support multiple risk methodologies in separate folders, specify comma-separated paths:
Each path creates a separate folder option in the document creation wizard.
diagram
The document creation wizard validates that the selected folder is not empty. If you specify a path to a nonexistent folder, users see an error when attempting to create a document. Create the folder structure in Polarion before configuring the template path.

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Step 4: Customize Document Labels

Along with template paths, you can customize how risk documents are labeled throughout the Risksheet interface: These labels appear on the home page and in navigation menus. Customize them to match your organization’s terminology.

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Path Format Rules

When specifying template paths:
  • Use forward slashes (/) as path separators
  • Paths are relative to the project root
  • Separate multiple paths with commas (no spaces after commas)
  • Path names must match the actual Polarion folder structure exactly (case-sensitive)

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How Document Creation Uses Template Paths

When a user creates a new document through the Risksheet home page:
  1. The home page displays available folders based on the configured template paths
  2. The user selects a folder and enters a document name
  3. The user chooses a template (FMEA, HARA, or custom)
  4. Risksheet creates the LiveDoc in the selected folder with the chosen template’s sheet configuration
The new document inherits its configuration from the selected template. This determines the initial column layout, data types, formulas, and styling.
Users must have read access to the project where the Risksheet template is stored, even if it resides in a different project. Without this access, the sheet may display with a broken structure rather than an explicit error message.

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Step 5: Verify the Configuration

After saving your template path changes:
  1. Open the Risksheet home page in your project
  2. Click to create a new document
  3. Verify that all configured folders appear as options in the creation wizard
  4. Create a test document in one of the configured paths
You should now see all configured folders available in the document creation wizard, with each folder targeting the correct risk methodology.

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See Also

Last modified on July 10, 2026