Menu Setup (PIR) allows administrators to show and hide the PIR menu. When Menu Setup (PIR) is enabled, the PIR drop-down menu appears in the blue navigation menu at the top of each page. Show the PIR menu and tabs To show the PIR menu and tabs: Go to Settings > Customization
PIR Item – Custom Lists allows users to add, edit or delete items from the following field types created in PIR Item – Custom Fields: List fields (drop-down menus). List select (combo boxes). Location of PIR Item – Custom List To locate PIR Item – Custom List: Go to PIR
Users select PIR Item – Statuses when adding or editing a PIR Item on the PIR Manager page. Add a PIR Item – Status To add a PIR Item – Status: Go to Settings > Customization > Post Implementation Review (PIR). Click PIR Item – Status. Click Add Field. Type the new Value. Double
Users select PIR Item – Types when adding or editing a PIR Item on the PIR Manager page. Location of PIR Item – Type in PIR Manager PIR Item – Type Customization populates the Type drop-down menu when adding or editing a PIR Item. To locate the drop-down Priority menus where PIR Item
PIR Item – Themes are selected when adding or editing a PIR item on the PIR Manager page. Location of PIR Item – Theme in PIR Manager PIR Item – Theme Customization populates the Theme drop-down menu when adding or editing a PIR Item. To locate the drop-down Theme menus where PIR Item – Theme
PIR Item – Categories are selected when adding or editing a PIR item on the PIR Manager page. See PIR Item – Sub-Category Customization to customize the Sub-Categories that are linked to the Categories. Location of PIR Item – Categories in PIR Manager PIR Item – Category Customization populates the Category drop-down menu
PIR Item – Sub-Categories customization allows users to add, edit or delete the subcategories used in PIR Manager when adding or editing a PIR Item. See PIR Item – Category Customization to customize the Categories that are linked to the Sub-Categories. The PIR Item – Sub-Categories page will remain grayed out
PIR Item – Action Statuses are selected when adding or editing a PIR Item in PIR Manager. Location of PIR Item – Actions Statuses in PIR Manager PIR Item – Action Status Customization populates the Status drop-down menu of Actions under the Root Cause Analysis and Actions tab when adding or editing
PIR Item – Root Cause Statuses are selected when adding or editing a PIR Item in PIR Manager. Location of PIR Item – Root Cause Statuses in PIR Manager PIR Item – Root Cause Status Customization populates the Status drop-down menu of Root Causes under the Root Cause Analysis and Actions
PIR Item – Preventative Measure Statuses are selected when adding or editing a PIR Item in PIR Manager. Location of PIR Item – Preventative Measure Statuses in PIR Manager PIR Item – Preventative Measure Status Customization populates the Status drop-down menu of Preventative Measures under the Root Cause Analysis and Actions tab
Users select PIR Item – Impact Types when adding or editing a PIR Item on the PIR Manager page. Location of PIR Item – Impact Types in PIR Manager PIR Item – Impact Type Customization populates the Impact Type drop-down menu of Impacts under the Root Cause Analysis and Actions
Users select PIR Item – Action Types when adding or editing a PIR Item on the PIR Manager page. Location of PIR Item – Action Types in PIR Manager PIR Item – Action Type Customization populates the Action Type drop-down menu of Actions under the Root Cause Analysis and Actions
Users select PIR Item – Root Cause Types when adding or editing a PIR Item on the PIR Manager page. Location of PIR Item – Root Cause Types in PIR Manager PIR Item – Root Cause Type Customization populates the Root Cause Type drop-down menu of Root Cause under the
Users select PIR Item – Preventative Measure Types when adding or editing a PIR Item on the PIR Manager page. Location of PIR Item – Preventative Measure Types in PIR Manager PIR Item – Preventative Measure Type Customization populates the Preventative Measure Type drop-down menu of Preventative Measures under the
PIR Item – Actions Priorities are selected when adding or editing a PIR Item on the PIR Manager page for Actions and Preventative Measures. Location of PIR Item – Actions Priorities in PIR Manager PIR Item – Actions Priorities Customization populates the Priority drop-down menu of Actions and Preventative Measures under