PIR Status Customization

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

Customization PIR Status


To add a PIR Status:

  1. Go to Settings > Customization > Post Implementation Review.
  2. Click PIR Status.
  3. Click Add PIR Status.
  4. Type the new PIR Status.
  5. Click to select the Default checkbox if the status is the default.
  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.

To edit a PIR Status:

  1. Go to Settings > Customization > Post Implementation Review.
  2. Click PIR Status.
  3. Click to select the PIR Status.
  4. Click Edit PIR Status.
  5. Edit the PIR Status Value.
  6. Click to select or deselect the Default checkbox.
  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 Manually

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

Refresh your browser to sort manually after sorting alphabetically. 

To sort PIR Statuses manually:

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

Deleting a PIR Status will not delete it from Plutora. But it will no longer be available when creating new PIRs.

To delete a PIR Status:

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

Workflows allow users to:

  • Create a sequence of PIR Statuses for each PIR Type, from an initial status to completion.
  • Assign the privilege of setting that status to User Roles (Permission Roles).

If workflows are turned off, all PIR Statuses will appear in the PIR Status drop down menus in the PIR Manager. If workflows are turned on, only the PIR Statuses set for that PIR Type will appear.

To enable workflows:

  1. Go to Settings > Customization > Post Implementation Review.
  2. Click PIR Status.
  3. Click to select the Enable Post Implementation Review Item Workflow checkbox.
  4. 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.

Users can create workflows for each PIR type with assigned Permission Roles or User Groups.

PIR Workflow

To create a workflow for a PIR Type:

  1. Go to Settings > Customization > Post Implementation Review.
  2. Click PIR Status.
  3. Click Open Post Implementation Review Item Workflow Diagram window.
  4. Select a PIR Type.
  5. Drag and drop statuses from the Available statuses column.
  6. Make connections between status boxes by clicking and dragging the yellow button between status boxes.
    Delete connections by double clicking them. 
  7. Set Initial Status on one status box by clicking to select the triangular play button.
  8. Set the order priority of the status boxes by typing a number in the bottom right corner.
  9. Click Save.
  10. Click the cogwheel-shaped Settings button.
  11. Select an SLA Breach Time to set how much time users have to update a PIR’s Status before it is in breach.
  12. Select an SLA Breach State Color from the drop down menu.
  13. Select an SLA Breach State Font Color from the drop down menu.
  14. Select the Permissions user Groups / Roles that may update the workflow.
  15. Click Save & Close.
  16. Remove statuses from the workflow by clicking the delete button.
  17. Click Save.
  18. Close the workflow diagram pop up by clicking the X in the top right corner.
  19. 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.

Users can save time by copying workflows instead of recreating them from scratch.

To copy a workflow:

  1. Go to Settings > Customization > Post Implementation Review.
  2. Click PIR Status.
  3. Click Open Post Implementation Review Item Workflow Diagram window.
  4. Click Copy To.
  5. Select a PIR Type from the Select the Type to Copy Workflow drop down menu.
  6. Click Copy & Save. 

Selects which PIR Status will be the default for new PIRs. If the PIR Type’s workflow has an initial status set, that status will override the default.

To set a new PIR default status:

  1. Go to Settings > Customization > Post Implementation Review.
  2. Click PIR Status.
  3. Click to select the Default checkbox.
    Selecting a checkbox will deselect the previous one.
  4. 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.

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