PIR Item – Custom Fields Customization

PIR Item – Custom Fields appear under the Additional Information tab when adding or editing a PIR Item. Location of PIR Item – Custom Field To locate PIR Item – Custom Field: Go to PIR > Manager. Open a PIR Item. PIR Item – Custom Field data is located in the

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PIR Item – Custom Lists 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

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PIR Item – Status Customization

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

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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

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PIR Item – Preventative Measure Status Customization

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

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PIR Item – Category Customization

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

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Visibility of Dashboard Panels Customization

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

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Customize TECR

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

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Glossary

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 |

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Duplicate Release/Template

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

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Navigation Menu Features

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

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Release Manager

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

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Bulk Update Releases/Templates

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

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Delete Release/Template

Introduction Deleting a Release and Release Template will permanently remove it from Plutora. You can also Bulk Delete Releases and Release Templates. The steps overlayed in this article is applicable to  delete a Release and delete a Release Template. Pre-requisite You must have the relevant ‘Delete’ user permission for the Release

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Release Schedule

Introduction The Release Schedule page gives you a view of your Releases on a timeline. Pre-requisite You must have the ‘Release Manager’ user permission to be able to view the ‘Release Schedule’ option in the Release menu. Navigation Release > Schedule Release Schedule Page Layout Navigate to Release > Schedule. The

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Release Calendar

Introduction The Release Calendar allows you to view and filter your Releases, Blockout Periods, Release Events, TEBRs, and TECRs by date. Pre-requisite You must have the ‘Release Manager’ user permission to be able to view the ‘Release Calendar’ option in the Release menu. Navigation Release > Calendar Release Calendar Page

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System Impact Matrix

Introduction The System Impact Matrix shows the way Releases impact, or poses a regression risk, to Systems. Pre-requisite You must have the ‘Release Manager’ user permission to be able to view the ‘System Impact Matrix’ option in the Release menu. The Releases must have an implementation date up to six months

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Introduction to Blockouts

Introduction The ‘Blockouts’ feature allows you to view, search, and filter your Blockout periods, which appear in the Release Schedule and Environment Schedule. Blockout periods are holiday periods or other times when a Release cannot occur. Pre-requisite You must have the following user permissions to view/create/delete/update blockout periods: Release Manager: To view

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Add Or Edit Blockouts

Introduction Blockout periods are holiday periods or other times when a Release cannot occur. This article provides you an overview of steps to add/edit a Blockout in Plutora. Pre-requisite You must have the following user permissions to view/create/delete/update blockout periods: Release Manager: To view the Blockout menu option. Create Blockout Periods: To

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Duplicate Blockouts

Introduction Duplicating a Blockout Period saves your time from re-entering information. Pre-requisite You must have the following user permissions to view and create blockout periods: Release Manager: To view the Blockouts menu option. Create Blockout Periods: To duplicate and add a new Blockout Period. Navigation Release > Blockouts Duplicate a Blockout

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Introduction to Change

Introduction Changes represent any features, change requests, enhancements, and additional scope items that are developed and deployed to Systems within your organization. It is a request to deliver new functionality or to make updates to existing functionality, within a Release or Project. A Change lists the technical aspects of a functional change to

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Duplicate Changes

Introduction Duplicating a Change to create a new saves your time from re-entering the information. Pre-requisite You must have the ‘Create Change’ user permission. Navigation Release > Change  Duplicate a Change To bulk update Changes: Navigate to the ‘Change’ page. Search for the Change that you want to duplicate. You can

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Add/Edit A TEBR

Introduction TEBRs are used to govern the process of allocating Environments to the various projects or Agile delivery teams within your organization. TEBRs enable you to request multiple Environment Bookings for a period of time and manage each request through a process of review, conflict resolution, and confirmation. Using TEBRs

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Environment Impact Matrix

Introduction Environment Impact Matrix gives you a graphical view of bookings and shows whether they are Approved, Pending or Rejected against Releases. Pre-requisite You must have ‘View Impact Matrix’ user permission. Navigation Environment > Impact Matrix Environment Impact Matrix Layout a: Filter and view options b: Releases with implementation date

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