PIR Item – Impact Type Customization

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 tab when adding or editing a PIR Item.

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

  1. Go to 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 Impact
      1. Click an Impact.
    2. Or click Add New and then select New Impact.

 

Add a PIR Item – Impact Type

To add a PIR Item – Impact Type:

  1. Go to Settings > Customization > Post Implementation Review.
  2. Click PIR Item – Impact Type.
  3. Click Add Field.
  4. Type the new Value.
  5. Click to select the Default checkbox to make the item appear by default in the drop-down menu.
  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.

 

 

Edit a PIR Item – Impact Type

To edit a PIR Item – Impact Type:

  1. Go to Settings > Customization > Post Implementation Review.
  2. Click PIR Item – Impact Type.
  3. Click to select the PIR Item – Impact Type.
  4. Click Edit Field.
  5. Edit the Value.
  6. Click to select the Default checkbox to make the item appear by default in the drop-down menu.
  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 PIR Item – Impact Types

Sort Manually

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

Refresh your browser to sort manually after sorting alphabetically. 

To sort PIR Item – Impact Types manually:

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

 

 

*NEW* Delete or Replace a PIR Item – Impact Type

Deleting a PIR Item – Impact Type will not delete it from PIR records. But it will no longer be available when adding or editing a PIR.

Replacing a PIR Item – Impact Type will replace it in existing PIR records.

To delete or replace a PIR Item – Impact Type:

  1. Go to Settings > Customization > Post Implementation Review.
  2. Click PIR Item – Impact Type.
  3. Click to select the PIR Item – Impact Type.
  4. Click Delete Field.
  5. Choose one of the following:
    1. Delete and Replace:
      1. Select the item that will replace the deleted PIR Item – Impact Type from Replace with.
      2. Click Delete and Replace.
        Your updates will be automatically saved. There is no need to click Submit.
    2. Delete:
      1. Click Delete.
        Your updates will be automatically saved. There is no need to click Submit.

 

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