Add Or Edit Systems

Over the next few weeks, we will be updating our user interface to make it more consistent. The icons, buttons, fonts, formatting, and colors that appear in the screenshots below will be temporarily out of date.

Add or edit Systems from the Systems page.

Users can also duplicate a system.

Systems June 2017

To add or edit a system:

To add or edit a System:

  1. Go to Environments > Systems.
  2. Add: Click Add System.
    Add System button red rectangle
    Edit: Click a blue linked System Name to edit a System.
    Click the new Contact stakeholders Contact stakeholders button button to send an email to every stakeholder for every Environment in that System, and for the Environment Groups of every Environment in that System.
    Type a single email in the From field, type a Subject, and an email Body, and click Send.

    View-Edit-Systems-pop-up-contact-stakeholders-red-arrow
  3. Type a System Name.
  4. Manage Aliases:
    Aliases are alternative names for the System. They are searchable in the Systems grid Live Search.

    1. Add an Alias:
      1. Type an Alias in the Add your Alias field.
      2. Click Save Alias.
    2. Delete an Alias:
      1. Click the red delete button.
        Delete button TEBR Form Customization
  5. Type a Description.
  6. Type a Vendor.
    Vendors now appear as a column on the Systems page and the Systems XLS export file.
  7. Click to select a Status radio button.
  8. Select a Portfolio Association.
  9. Manage Stakeholders:
    1. Add a Stakeholder:
      1. Click Add Stakeholders.

        When users are added as stakeholders more than once, they will appear as a stakeholder only once with all their Roles and Stakeholder RACI Roles merged.
        For example, if a stakeholder with Role A and all the RACI Roles was added again with Role B and no RACI Roles, the stakeholder would appear only once with Roles A and B and all the RACI Roles.


        Add New Stakeholder to System
      2. Select a User Name or a User Group from the Name or User Group drop down menu.
      3. Select a role from the System Role drop down menu.
        Administrators can add roles using the Stakeholder Role Customization.
      4. The Email field is not editable.
      5. Click to select a Stakeholders RACI checkbox.
      6. Click Add & Close.
      7. Click Save.
    2. Delete a Stakeholder:
      1. Click to select a Stakeholder.
        The Stakeholder will highlight in yellow.
      2. Click Remove.

The Additional Information tab contains custom fields, which administrators have added using System Custom Fields Customization. These fields will vary between each Plutora installation. Please consult your administrator for the procedure for filling in these fields.

If a user lacks permission to see a custom field tab’s fields, that tab will now be hidden for that user. (The permission is set in System Custom Fields Customization.)

  1. Click Additional Information tab.
  2. Fill in the fields.
  3. Click Save when you have finished.

To show what Systems are dependent on this System:

  1. Click the Dependencies tab.
  2. Drag and drop Systems into Upstream System Dependencies or Downstream System Dependencies.

 

The users selected under this tab will be capable of approving bookings for this Environment.

To select users:

  1. Click My Environment Booking Approvers tab.
  2. Select users from the Users drop down menu.
  3. Click Save & Close.

 

Click the hourglass-shaped button History to view the Audit History of the record. To see more information about Audit History, click here.

Users can copy a System’s URL to the clipboard by clicking the Copy to Clipboard  Copy to Clipboard URL button  button on the top right of the pop up.

 

Back to the top arrow

Was this article helpful?

2 found this helpful.