Introduction To PIR Manager

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

On the PIR Manager page, users can:

• View, search and filter: See below.
• Add and edit PIR items.

Use Quick Filter

DUE EARLY SEPTEMBER 2020: Quick filter PIR Items.

1. To filter using the Quick Filter:
   
   1. Select one or more Releases from Search Release ID/Name:
      • Selecting an Enterprise Release that has child Releases with associated PIR Items will filter those child Release PIR Items.
   2. Click to toggle the Show Items with open RCA, Actions & Preventative Measures until it is blue and On to filter PIR Items that have one ore more Root Cause Analyses, Actions, or Preventative Measures that have an Open status.
   3. Click to toggle the Show Items with overdue Actions & Preventative Measures until it is blue and On to filter PIR Items that have one or more overdue Actions or Preventative Measures.
2. Click Apply Filter.
   
   When active, the Quick Filter will be green.

Use Live Search

Live Search PIR Items to filter on PIR Item ID or Summary.

To use Live Search:

1. Go to PIR > Manager.
2. Type a full or partial PIR Item ID or Summary.
3. Press the Enter key on your keyboard.

View Release Titles and Release Types

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).
      
2. In PIR Items:
   1. Go to PIR > Manager.
   2. Click to open a PIR Item in the right-hand column.
   3. The Impacted Release/Projects field now shows Release Type and Release Title (whether the Release is Enterprise, Project, or Independent).
      

View Actions, Impacts, Root Causes and Preventative Measures

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.
   
2. Click to toggle whether I, A, RC, or PM show.
   
3. Click View Details to open the PIR pop up.
4. Click the white X to close the pop up.

Filter PIR Items with the Grid Column Selector

The grid column selector is the set of search fields and menus at the top of the data columns, under the column headers. 

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.
   • To clear the filter, click the gray cross. 

Show or Hide Columns using the Grid Column Selector

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.
   
2. Click the header menu button and select Columns.
   
3. Click to select column checkboxes to show or hide columns.
   

Filter PIRs with Custom Fields 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.
   
3. Drag and drop custom fields into Selected Columns.
   
   
   Fields in Grid Column Selector containing a padlock  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.

Use Query Builder

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  to open the quick access menu, which lists private and public queries.

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