PIR Item – Action Type Customization

Users select PIR Item – Action Types when adding or editing a PIR Item on the PIR Manager page.

PIR Item - Action Type Customization

PIR Item – Action Type Customization populates the Action Type drop down menu of Actions under the Root Cause Analysis and Actions tab when adding or editing a PIR Item.

To locate the drop down Type menu where PIR Item – Action Type Customization is used:

  1. Go to PIR > PIR Manager.
  2. Click a blue-linked Summary to open a PIR Item.
  3. Scroll down to the Root Cause Analysis and Actions tab.
  4. View the Type drop down menu:
    1. Open an Action
      1. Click an Action.
        Root Cause Analysis and Actions Action Type red arrow
    2. Or click Add New and then select New Action.


To add a PIR Item – Action Type:

  1. Go to Settings > Customization > Post Implementation Review.
  2. Click PIR Item – Action Type.
  3. Click Add PIR Item – Action Type.
  4. Type the new PIR Item – Action Type.
  5. Click to select the Default checkbox if the item is the default.
  6. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

 

To edit a PIR Item – Action Type:

  1. Go to Settings > Customization > Post Implementation Review.
  2. Click PIR Item – Action Type.
  3. Click to select the PIR Item – Action Type.
  4. Click Edit PIR Item – Action Type.
  5. Edit the PIR Item – Action Type.
  6. Click to select or deselect the Default checkbox.
  7. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

 

Sort Manually

Sorting PIR Item – Action Types manually changes their order in drop down menus.

Refresh your browser to sort manually after sorting alphabetically. 

To sort PIR Item – Action Types manually:

  1. Go to Settings > Customization > Post Implementation Review.
  2. Click PIR Item – Action Type.
  3. Hover your mouse cursor over the sort column.
    The sort handle (six gray dots) appears.
  4. Left click and drag the sort handle to resort the PIR Item – Action Type.
  5. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

Sort by Column Header

Sorting PIR Item – Action Types by column header only changes their order on the Customization page.

To sort alphabetically on the Customization page by column header:

  1. Go to Settings > Customization > Post Implementation Review.
  2. Click PIR Item – Action Type.
  3. Click a column header.
    The PIR Item – Action Types will revert to their previous order when you click away from the Customization page.

 

Deleting a PIR Item – Action Type will not delete it from existing PIR records, this ensures existing records do not lose their reference to the deleted PIR Item – Action Type. But the deleted PIR Item – Action Type will be no longer available when creating new PIR records.

To delete a PIR Item – Action Type:

  1. Go to Settings > Customization > Post Implementation Review.
  2. Click PIR Item – Action Type.
  3. Click to select the PIR Item – Action Type.
  4. Click Delete PIR Item – Action Type.
  5. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

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