PIR Item – Theme Customization

PIR Item – Themes are selected when adding or editing a PIR item on the PIR Manager page.

Location of PIR Item – Theme in PIR Manager

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

To locate the drop-down Theme menus where PIR Item – Theme 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 – Theme

To add a PIR Item – Theme:

  1. Go to Settings > Customization > Post Implementation Review.
  2. Click PIR Item – Theme.
  3. Click Add Field.
  4. Type the 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 – Theme

To edit a PIR Theme:

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

Sort Manually

Sorting PIR Themes manually changes their order in drop-down menus.

Refresh your browser to sort manually after sorting alphabetically. 

To sort PIR Themes manually:

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

 

*NEW* Delete or Replace a PIR Item – Theme

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

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

To delete or replace a PIR Item – Theme:

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