PIR Type Customization

PIR Types are selected when adding or editing a PIR item on the PIR Manager page.

Add a PIR Type

To add a PIR Type:

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

To edit a PIR Type:

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

Sort Manually

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

To sort PIR Types manually:

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

 

Delete or Replace a PIR Type

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

Replacing a PIR Type will replace it in existing PIR records.

To delete or replace a PIR Type:

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

 

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Updated on March 18, 2020

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