PIR Item – Sub-Category Customization

PIR Item – Sub-Categories customization allows users to add, edit or delete the subcategories used in PIR Manager when adding or editing a PIR Item.

See PIR Item – Category Customization to customize the Categories that are linked to the Sub-Categories.

The PIR Item – Sub-Categories page will remain grayed out until a PIR Item – Category is selected from the Select Category Field drop-down menu.

Location of PIR Item – Sub-Categories in PIR Manager

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

To locate the drop-down Sub-Category menus where PIR Item – Sub-Category 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 Items to a PIR Item – Sub-Category

To add items to a PIR Item – Sub-Category:

  1. Go to Settings > Customization > Post Implementation Review.
  2. Click PIR Item – Sub-Category.
  3. Select a Category Field from the Select Category Field drop-down menu.
  4. Click Add Field.
  5. Type 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.

 

 

Edit items in a PIR Item – Sub-Category

To edit a PIR Item – Sub-Category:

  1. Go to Settings > Customization > Post Implementation Review.
  2. Click PIR Item – Sub-Category.
  3. Select a Category Field from the Select Category Field drop-down menu.
  4. Click to select a PIR Item – Sub-Category item.
  5. Click Edit Field.
  6. Edit the 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 – Sub-Categories

Sort Manually

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

Refresh your browser to sort manually after sorting alphabetically. 

To sort PIR Item – Sub-Categories manually:

  1. Go to Settings > Customization > Post Implementation Review.
  2. Click PIR Item – Sub-Category.
  3. Select a Category Field from the Select Category Field drop-down menu.
  4. Hover your mouse cursor over the sort column.
    The sort handle (six gray dots) appears.
  5. Left click and drag the sort handle to resort the PIR Item – Sub-Category.
  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.

Sort by Column Header

Sorting PIR Item – Sub-Categories 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 – Sub-Category.
  3. Select a Category Field from the Select Category Field drop-down menu.
  4. Click a column header.
    The PIR Item – Sub-Categories will revert to their previous order when you click away from the Customization page.

 

 

Delete a PIR Item – Sub-Category

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

Replacing a PIR Item – Sub-Category will replace it in existing PIR records.

To delete or replace a PIR Item – Sub-Category:

  1. Go to Settings > Customization > Post Implementation Review.
  2. Click PIR Item – Sub-Category.
  3. Select a Category Field from the Select Category Field drop-down menu.
  4. Click to select the PIR Item – Sub-Category item.
  5. Click Delete Field.
  6. Choose one of the following:
    1. Delete and Replace:
      1. Select the item that will replace the deleted PIR Item – Sub-Category 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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