PIR Item – Root Cause Type Customization

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

Location of PIR Item – Root Cause Types in PIR Manager

PIR Item – Root Cause Type Customization populates the Root Cause Type drop-down menu of Root Cause 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 – Root Cause 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 a Root Cause
      1. Click a Root Cause.
         
   2. Or click Add New and then select New Root Cause.

Add a PIR Item – Root Cause Type

To add a PIR Item – Root Cause Type:

1. Go to Settings > Customization > Post Implementation Review (PIR).
2. Click PIR Item – Root Cause 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 – Root Cause Type

To edit a PIR Item – Root Cause Type:

1. Go to Settings> Customization > Post Implementation Review (PIR).
2. Click PIR Item – Root Cause Type.
3. Click to select the PIR Item – Root Cause 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 – Root Cause Types

Sort Manually

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

To sort PIR Item – Root Cause Types manually:

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

Delete or Replace a PIR Item – Root Cause Type

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

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

To delete or replace a PIR Item – Root Cause Type:

1. Go to Settings> Customization > Post Implementation Review (PIR).
2. Click PIR Item – Root Cause Type.
3. Click to select the PIR Item – Root Cause 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 – Root Cause 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.