Introduction To PIR Manager

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 The icons, buttons, fonts, formatting, and colors that appear in the screenshots below will be temporarily out of date.

Post-Implementation Reviews (PIRs) allow companies to discuss and learn from their mistakes, so they will not repeat them. During and after the deployment process, users can raise incidents (PIR Items) for Releases and use them to discuss:

  • What they can do to prevent the incident from happening again.
  • What actions can be performed to fix the incident.
  • The underlying issue or root cause of the incident.
  • The impacts of the incident, now and in the future.

PIRs act as a container for their PIR Items.

On the PIR Manager page, users can:

Default Grid Views Customization allows administrators to align the grid view setup for new users or for all users.

PIR Nov 2016

To view the Release Title and Release Types of the Releases associated with PIRs and PIR Items:
  1. In the PIR Manager grid:
    1. Go to PIR > Manager.
    2. Hover your mouse cursor over items in the Release ID column.
      A tooltip will open showing the associated Releases and their Release Title (whether they are Enterprise, Project, or Independent).
      PIR Manager Release ID pop up tooltip
  2. In PIRs:
    1. Go to PIR > Manager.
    2. Click to open a PIR in the left-column.
      PIR Nov 2016 PIR panel
    3. The PIR is for Release/s field now shows Release Type and Release Title.
      PIRs Release Type and Release Title red rectangle
  3. In PIR Items:
    1. Go to PIR > Manager.
    2. Click to open a PIR Item in the right-hand column.
      PIR Item location red rectangle
    3. The Impacted Release/Projects field now shows Release Type and Release Title (whether the Release is Enterprise, Project, or Independent).
      PIR Item Impacted Release Projects Release Type Release Title red rectangle

In the redesigned PIR Manager:

  1. PIRs and their Statuses (the boxes) are in the panel on the left:
    PIR Nov 2016 PIR panel

    1. To search for PIRs:
      1. Click the magnifying glass. Magnifying glass PIRPIR Nov 2016 magnifying glass
      2. Type a PIR ID.
        Only PIR IDs can currently be searched.
      3. Clear the search results by clicking the black X.
        Clear search PIR red arrow
    2. Click All to view a list of all PIR Items (allocated and unallocated to PIRs) in the right-hand grid.
      PIR Nov 2016 All button
    3. Click Unallocated to view a list of PIR Items that are not allocated to PIRs, in the right-hand grid.
      Unallocated button PIR
  2. PIR Items are in the grid on the right.
    PIR Nov 2016 PIR Items
  3. To add or edit PIRs click here.
  4. To add or edit PIR Items click here.

Users can view Impacts, Actions, Root Causes, and Preventative Measures in the PIR Manager page:

  1. Click one of the Harvey Balls under the I, A, RC, or PM columns.
    PIR Item sub item pop up
  2. Click to toggle whether I, A, RC, or PM show.
    Toggle to filter
  3. Click View Details to open the PIR pop up.
  4. Click the white X to close the pop up.

The grid column selector is the set of search fields and menus at the top of the data columns, under the column headers. In the redesigned PIR Manager, the PIR panel no longer has a grid column filter but users can search for PIR IDs.

The grid column selector for the PIR Items is outlined in the screenshot below:
PIR Items gcs red square

To filter PIR Items on the PIR Manager page:

  1. Go to PIR > Manager.
  2. If the grid column filter is a:
    1. Search field: Type a search term.
    2. Drop down menu: Click to select a list item.
    3. Combo box: Click to select one or more checkboxes.
    4. Date field: Select a date and click Done.
  3. Press the Enter key to run the filter.
    • The filter will highlight in green when active.
      Filter highlighted in green
    • To clear the filter, click the gray cross. Gray cross

PIR Manager has a number of default columns but it is possible to add more.

To show or hide columns using the grid column selector headings:

  1. Hover your mouse cursor over the right-hand side of a header until the header menu button appears:
    • Header with menu button hidden:
      header without menu button
    • Header with menu button showing:
      header menu button
  2. Click the header menu button and select Columns.
    Header menu open red rectangle
  3. Click to select column checkboxes to show or hide columns.

Users can also filter using their PIR Item custom fields columns.

To add custom field columns to the PIR Manager page:

  1. Go to PIR > Manager.
  2. Select Grid Column Selector from the Action drop-down menu.
    Action grid column selector
  3. Drag and drop custom fields into Selected Columns.
    Select Additional Columns pop up
    Fields in Grid Column Selector containing a padlock Padlock Locked Custom Field have been locked by administrators using the PIR Custom Fields Customization. Fields can also be made uneditable or hidden entirely by administrators using these customizations.
  4. Click Save & Close. The selected custom fields will appear as new columns to the right of the PM column.

Query Builder allows users to create and save their own private searches and use public searches. (Users must have the Create/Delete Post Implementation Review Public Query Builder and Create/Delete Post Implementation Review Item Public Query Builder user permissions to create, edit or delete public queries.)

Click the right side Query Builder button Right side of Query Builder button PIR to open the quick access menu, which lists private and public queries.
Query Builder menu PIR

To use Query Builder, click the funnel-shaped button PIR Query Builder button on PIR Manager. See Manage Query Builder for more information.

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