Prerequisites
- Administrative access to your Polarion project
- Nextedy RISKSHEET installed and configured in the project
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.
Step 2: Set a Custom Template Path
To change where users can create risk documents:
- Open Polarion Administration for your project
- Navigate to the Risksheet project properties section
- Set the
nextedy.risksheet.risksheetTemplatePath property to your desired folder:
nextedy.risksheet.risksheetTemplatePath=Safety/FMEA Documents
- Save the changes
New risk documents can now be created in the Safety/FMEA Documents folder.
To support multiple risk methodologies in separate folders, specify comma-separated paths:
Risks/FMEA,Risks/HARA,Risks/TARA,Security/STRIDE
| Path | Use Case |
|---|
Risks/FMEA | Failure Mode and Effects Analysis documents |
Risks/HARA | Hazard Analysis and Risk Assessment (automotive ISO 26262) |
Risks/TARA | Threat Analysis and Risk Assessment (cybersecurity ISO/SAE 21434) |
Security/STRIDE | STRIDE threat modeling documents |
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.
Step 4: Customize Document Labels
Along with template paths, you can customize how risk documents are labeled throughout the Risksheet interface:
| Property | Default Value | Example Override |
|---|
| Tool name | Risksheet | FMEA Tool, Risk Matrix |
| Document name (singular) | Risk Analysis | FMEA Document |
| Document names (plural) | Risk Analyses | FMEA Documents |
- 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)
How Document Creation Uses Template Paths
When a user creates a new document through the Risksheet home page:
- The home page displays available folders based on the configured template paths
- The user selects a folder and enters a document name
- The user chooses a template (FMEA, HARA, or custom)
- 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.
Step 5: Verify the Configuration
After saving your template path changes:
- Open the Risksheet home page in your project
- Click to create a new document
- Verify that all configured folders appear as options in the creation wizard
- 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.
See Also
