The Site Logo Customization allows administrators to add or update the site logo. Location of Site Logo The site logo is located on the top-right corner of each page under the blue navigation menu. Add a Site Logo To add a Site Logo: Go to Settings > Customization > Site Settings. Click Site
The Welcome Message Customization allows administrators to add, edit, and hide the pop up that opens when users log into Plutora. Administrators can also send users a message using the Announcements Feed. Location of the Welcome Message The welcome message appears on a pop up after a user has logged in.
The Announcements Feed Customization allows administrators to customize the moving message text at the top of each page. Administrators can also send users a message using the Welcome Message. Location of Announcements Feed Plutora’s Announcement Feed appears above the navigation menu on each page. Add an Announcements Feed To
The External URL Menu Item Customization allows administrators to add an external link menu item in the user menu. This menu item could be a link to a knowledge base or other support sources. Location of the External URL Menu Item The External URL Menu Item is located in the
The Custom Descriptions Customization allows administrators to customize the tooltips beside module page titles. Location of Custom Descriptions The Custom Descriptions tooltip appears beside the page title of each page. Hovering your mouse cursor over the i tooltip opens a yellow pop up with a description of the page’s functions.
Jira Integration allows users to synchronize data between Jira and Plutora. 1. Set Jira Time Zone Set the time zone in Jira so that the correct data synchronizes. To set the time zone in Jira: Open Jira in your browser. Log in as the user that is used for the
ServiceNow Integration allows users to synchronize data in ServiceNow with Plutora. Enable ServiceNow Integration with Basic Authentication To enable ServiceNow Integration with basic authentication: Go to Settings > Customization > Integrations. Click ServiceNow Integration. Click to select the Enable ServiceNow Integration checkbox to toggle on ServiceNow Integration. ServiceNow Integration can also be toggled off using
Menu Setup (PIR) allows administrators to show and hide the PIR menu. When Menu Setup (PIR) is enabled, the PIR drop-down menu appears in the blue navigation menu at the top of each page. Show the PIR menu and tabs To show the PIR menu and tabs: Go to Settings > Customization
PIR Item – Custom Lists allows users to add, edit or delete items from the following field types created in PIR Item – Custom Fields: List fields (drop-down menus). List select (combo boxes). Location of PIR Item – Custom List To locate PIR Item – Custom List: Go to PIR
Users select PIR Item – Statuses when adding or editing a PIR Item on the PIR Manager page. Add a PIR Item – Status To add a PIR Item – Status: Go to Settings > Customization > Post Implementation Review (PIR). Click PIR Item – Status. Click Add Field. Type the new Value. Double
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
PIR Item – Preventative Measure Statuses are selected when adding or editing a PIR Item in PIR Manager. Location of PIR Item – Preventative Measure Statuses in PIR Manager PIR Item – Preventative Measure Status Customization populates the Status drop-down menu of Preventative Measures under the Root Cause Analysis and Actions tab
PIR Item – Categories are selected when adding or editing a PIR item on the PIR Manager page. See PIR Item – Sub-Category Customization to customize the Sub-Categories that are linked to the Categories. Location of PIR Item – Categories in PIR Manager PIR Item – Category Customization populates the Category drop-down menu
PIR Item – Actions Priorities are selected when adding or editing a PIR Item on the PIR Manager page for Actions and Preventative Measures. Location of PIR Item – Actions Priorities in PIR Manager PIR Item – Actions Priorities Customization populates the Priority drop-down menu of Actions and Preventative Measures under
Administrators use Visibility of Dashboard Panels Customization to select which Dashboard widgets (also known as panels) are visible to each user role. Administrators can also set the visibility of Dashboard templates, which contain Dashboard tabs, which contain widgets, by user role in the Dashboard Template Administration. Make Dashboard Panels Visible to a
Dashboard Template Administration allows administrators to create Dashboard templates, which contain Dashboard tabs, which contain widgets, and set the visibility of Dashboard templates for user roles. Administrators can also set the visibility of individual widgets by user role in the Visibility of Dashboard Panels Customization. Add and Edit Dashboard Templates To add
Introduction My Profile Information allows users to update their own avatar, notification email, and other details, and view their portfolio association. For updating other users, see User Management. Pre-requisite To update Roles, User Groups, Portfolio Association and to profile is Active or Inactive, you must be an administrator. See Add or Edit Users. Update Profile To update your
Customize TECR tabs, drop-down menus and other fields. Details Tab The following customizations are available for the Details tab: TECR Title customizations: Title Names. Type: TECR Type. Status: TECR Status. Show on Environment Scheduler checkboxes: TECR Setup. Layer: Stack Layer. Additional Information Tab The following customizations are available for the Additional
This glossary lists and defines all the terms and acronyms you are likely to see in Plutora and Plutora Test. # | A | B | C | D | E | F | G | H | I | J | K | L | M | N |
Introduction Bulk update the TECRs to save time. You can update the information like Assignee, Status etc. When bulk updating a field or a tab, data will either be replaced (in the case of text fields and drop-down menus) or added (in the case of Stakeholders and combo boxes). Pre-requisite
Introduction You can duplicate a Release and Release Template to create a new one. This saves your time from entering information multiple times. The steps overlayed in this article is applicable to duplicate Release to create a new one and duplicate Release Template to create a new one. Pre-requisite You
The blue navigation menu appears at the top of every page. It contains the navigation menu, with links to every part of Plutora. Plutora Analytics Reports Now, Plutora Analytics dashboards can appear as menu items, including Deployment – KPIs and Environment – KPIs. Ask Plutora Support to add the links
Introduction Releases capture the software delivery lifecycle used to go from “idea to production” and include the phases, gates, activities, and criteria. You can create three types of release: Enterprise, Project, and Independent. This article provides an overview of the Release Manager feature. Pre-requisite You must have customized the Release
Introduction You can save time by bulk updating Release information, stakeholders, and activities. When bulk updating a field or a tab, data will either be replaced (in the case of text fields and drop-down menus) or added (in the case of Stakeholders and combo boxes). The steps overlayed in this