Introduction The Email Template Wizard allows administrators to set up the email templates in Plutora. Email templates send emails which: are sent after certain trigger events, such as an updated release date. Triggered emails are sent one minute after your update for all Entities. If you make multiple updates, with
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 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.
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 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 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 Localization Customization allows administrators to customize the way dates are shown. Changing the date format in Plutora also changes it for Plutora Test and vice versa. For Plutora Test’s localization customization, see Manage Localization in Plutora Test. Choose Localization Formats No calculation is performed to localize data, so all
Introduction Plutora supports Single Sign On (SSO), a session/user authentication process that allows users to enter one username and password to access multiple applications. Note Plutora uses SP-Initiated SSO. Pre-requisite To be able to access the ‘Customization’ feature, you must have ‘Access Customizations’ User Permission. Navigation Settings > Customization Advantages
The Login Page Message Customization allows administrators to add, edit, and delete the message that appears to the left of the login form on the login page. Add a Login Page Message To add a login page message: Go to Settings > Customization > Site Settings. Click Welcome Message. Type and format the welcome message. Click Submit.
The Session Timeout Customization allows administrators to add a session timeout, which is the time in minutes before idle users are automatically logged out of Plutora. Add a Session Timeout To add a Session Timeout: Go to Settings > Customization > Site Settings. Click Session Timeout. Click to select the Timeout session after radio
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
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