PIR Item – Status Customization

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

Location of PIR Item – Status in PIR Manager

PIR Item – Status Customization populates the Status drop-down menu when adding or editing a PIR Item.

To locate the drop-down Status menus where PIR Item – Status Customization is used:

  1. Go to PIR > Manager.
  2. Edit a PIR Item:
    1. Click a blue-linked Summary to open a PIR Item.
    2. Look to the left of the PIR Item Information panel.
  3. Or add a new PIR Item:
    1. Click + New PIR Item.
    2. Look to the left of the PIR Item Information panel.

 

Add a PIR Item – Status

To add a PIR Item – Status:

  1. Go to Settings > Customization > Post Implementation Review.
  2. Click PIR Item – Status.
  3. Click Add Field.
  4. Type the Value.
  5. Double click the Color column and select a color from the drop-down menu or enter a Hex 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.

 

 

Edit a PIR Item – Status

To edit a PIR Item – Status:

  1. Go to Settings > Customization > Post Implementation Review.
  2. Click PIR Item – Status.
  3. Click to select the PIR Item – Status.
  4. Click Edit Field.
  5. Edit the Value.
  6. Double click the Color column and select a color from the drop-down menu or enter a Hex value.
  7. Click to select the Default checkbox to make the item appear by default in the drop-down menu.
  8. 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 – Statuses

Sort Manually

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

Refresh your browser to sort manually after sorting alphabetically. 

To sort PIR Item – Statuses manually:

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

 

 

*NEW* Delete or Replace a PIR Item – Status

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

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

To delete or replace a PIR Item – Status:

  1. Go to Settings > Customization > Post Implementation Review.
  2. Click PIR Item – Status.
  3. Click to select the PIR Item – Status.
  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 – Status 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.

 

Back to the top arrow

Be the first to find out about new features. Subscribe to the Release Notes email. Subscribe Now
0 found this helpful.