TECR Type Customization

Users select TECR Types when adding or editing a change on the Test Environment Change Requests (TECR) page and other parts of Plutora, including the Release Calendar.


To add a TECR Type:

  1. Go to Settings > Customization > Environments.
  2. Click TECR Type.
  3. Click Add Field.
  4. Type the new TECR Type into the Value field.
  5. Double click the Default Assigned To column and select a user or user group from the drop down menu.
  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 Type for Maintenance Bench if required.
  8. Click to select the Default checkbox to make the item appear by default in the drop down menu.
  9. 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 TECR Type:

  1. Go to Settings > Customization > Environments.
  2. Click TECR Type.
  3. Double click the Value column and edit the TECR Type.
  4. Double click the Default Assigned To column and select a user or user group from the drop down menu.
  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 Type for Maintenance Bench if required.
  7. Click to select or deselect 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 Manually

Sorting TECR Types manually changes their order in drop down menus.

Refresh your browser to sort manually after sorting alphabetically. 

To sort TECR Types manually:

  1. Go to Settings > Customization > Environments.
  2. Click TECR Type.
  3. Hover your mouse cursor over the left of the TECR Type under the column with a white hand in the header.
    The sort handle (six gray dots) appears.
  4. Left click and drag the sort handle to resort the TECR 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 TECR 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 > Environments.
  2. Click TECR Type.
  3. Click a column header.
    The TECR Types will revert to their previous order when you click away from the Customization page.

 

Deleting a TECR Type will not delete it from Plutora. But it will no longer be available when creating new TECRs.

To delete a TECR Type:

  1. Go to Settings > Customization > Environments.
  2. Click TECR Type.
  3. Click to select the TECR Type.
  4. Click Delete Field.
  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.

 

When users can add their own hex color to TECR Types, Plutora can get very colorful, very quickly.

To prevent users from adding their own hex color to TECR Types:

  1. Click to select the Enforce CR Type Standard Colors across Plutora checkbox.
  2. 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.

 

TECR Types may have non-standard colors if users have had permission to add their own colors.

To change all non-standard colors back to the standard TECR Type colors:

  1. Click Update existing CR types to match Standard Colors.
    All existing user-defined colors will be overridden if you click Yes
  2. Click Yes.

 

Back to the top arrow

Was this article helpful?

0 found this helpful.