Set Up Review Process - Nextedy Documentation

Prerequisites

Before starting, ensure you have:

Risksheet installed and licensed in your Siemens Polarion ALM project
Administrative access to edit the sheet configuration file (risksheet.json)
Familiarity with the configuration editor

Choose a Review Strategy

Risksheet supports three mutually exclusive review strategies. Select the one that matches your compliance and workflow requirements. For an in-depth comparison of how each strategy stores review data and when to use each one, see Review Workflows.

Reviewing and commenting on risk objects directly within the Risksheet interface

Strategy	`reviewManager` Value	Use When
Comment-based	`CommentBased`	Lightweight feedback cycles during analysis development
Approval-based	`ApprovalBased`	Formal sign-off needed for compliance audits (ISO 26262, ISO 14971)
Work item-based	`WorkItemBased`	Review tasks need full lifecycle tracking as Polarion work items

If multiple review modes are configured, the system uses a priority order: CommentBased takes precedence over WorkItemBased, which takes precedence over ApprovalBased. Configure only the strategy you intend to use.

Enable Comment-Based Reviews

Comment-based reviews store feedback as standard Polarion comments on work items. This is the simplest option to configure.Add the reviews section to your sheet configuration:

reviews:
  reviewManager: CommentBased

When enabled, reviews display with:

Author name (falls back to user ID if name is unavailable)
Timestamp in yyyy-MM-dd HH:mm format
Optional title (shown in bold)
HTML-rendered comment content

Reviews are styled with the risk_reviews CSS class, which you can customize in your styles section.

The review display automatically filters out resolved and unresolvable comments. Only active, open comments appear in the review panel.

For detailed comment-based configuration, see Configure Comment-Based Reviews.

Enable Approval-Based Reviews (Alternative)

reviews:
  reviewManager: ApprovalBased

This mode stores reviews as approval-tagged comments on the risk work items, providing an auditable feedback trail for regulated industries. For detailed configuration, see Configure Approval-Based Reviews.

Risksheet approval review creates approval-tagged comments but does NOT trigger Polarion’s formal approval workflow (draft -> reviewed -> approved). Use this mode for capturing reviewer sign-off as comments — not as a substitute for Polarion’s built-in document approval state transitions. If you need formal state transitions, drive them through your standard Polarion document workflow alongside Risksheet reviews.

Enable Work Item-Based Reviews (Alternative)

reviews:
  reviewManager: WorkItemBased
  typeProperties:
    itemTypes: reviewItem
    linkRole: reviews

This mode creates separate linked work items for each review entry, enabling full lifecycle tracking. Both itemTypes and linkRole are required.The itemTypes property is a comma-separated string of Polarion work item type IDs (not a JSON array). To accept more than one review work item type on the same column, list the type IDs separated by commas:

reviews:
  reviewManager: WorkItemBased
  typeProperties:
    itemTypes: reviewItem,formalReview
    linkRole: reviews

For the full property reference and cross-project storage options, see Configure Work Item-Based Reviews.

Enable Reviewer Mode

When a user accesses Risksheet in reviewer mode, editing is restricted and review-specific UI controls are displayed. The reviewer property controls this behavior:

reviewer: false

When reviewer is set to true, the grid restricts editing and shows review-specific controls. This is typically set dynamically based on user role rather than statically in the sheet configuration.

Customizing Review Display

You can customize how reviews appear using CSS targeting the risk_reviews class:

styles:
  .risk_reviews: '{font-size: 12px; padding: 4px;}'

For work item-based reviews, you can provide a custom HTML template via the itemTemplate property in typeProperties to control how each review entry is rendered. Without a custom template, the default display includes a clickable work item ID link, author name, creation date, title, and description.

Verification

After saving your sheet configuration:

Reload the Risksheet document in your browser
You should now see review controls available in the grid interface (the exact location depends on your review strategy)
Create a test review on a risk item to confirm the review system is active
Verify the review displays with author, timestamp, and content

If review controls do not appear after configuration, verify that the reviews section exists in your sheet configuration and that reviewManager is set to one of the three valid values: CommentBased, WorkItemBased, or ApprovalBased. For work item-based reviews, also confirm itemTypes is a comma-separated string (not a JSON array) and that linkRole matches an existing Polarion link role.

​Prerequisites

​Choose a Review Strategy

​Customizing Review Display

​Verification

​See Also

Prerequisites

Choose a Review Strategy

Customizing Review Display

Verification

See Also