Menu Setup Customization (PIR)

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

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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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