Knowledge Base > PIR > Add Or Edit PIR Items

Add Or Edit PIR Items

Introduction

This article provides an overview of steps to add a new or edit an existing PIR item on the PIR Manager page.

Pre-requisite

To be able to add and edit a PIR item, you must have ‘Create PIR Item’ and ‘Update PIR Item’ User Permissions.

PIR > Manager

Add/Edit a PIR Item

To add a PIR Item, navigate to the PIR Manager page and click . New PIR Item dialog displays. This dialog has the following sections:

PIR Item Information
Additional Information
Comments
Analyses & Activities

To edit an existing PIR item, search the PIR item on the PIR Manager page and click its ‘Summary’ to open. The ‘PIR Item’ dialog displays.

PIR Item Information

Fill in the template as follows for this section:

Fields	Description
PIR Item ID	System-generated field and cannot be edited
PIR Item Summary	Mandatory; Enter the PIR item summary.
PIR Item Description	Enter the item description.
Impacted Release	Click the drop-down and select the impacted release(s)
Impacted Deployment Plans	Click the drop-down and select the impacted deployment plan(s).
Release Owners	Cannot be edited; It is the Release Owner selected in the Release.
Impacted Systems	Select the impacted system(s)
Type	Select the PIR item type from the drop down. You can customize this field using the PIR Item - Type Customization.
Assigned To	Select the user or user group that the PIR Item is assigned to.
Did this result in an impact to service availability	Select if the PIR Item records an impact on service availability. Enter the Start Date/Time and End Date/Time. The duration will be automatically added from the start and end dates.
Category, Sub-Category	Select Category, Sub-Category of the PIR item from the drop-down. To customize this field, go to PIR Item - Category Customization and PIR Item - Sub-Category Customization.
Status	Mandatory; Select the status of the PIR item from the drop-down. To customize this field, go to PIR Item - Status Customization.
Theme	Select a theme from the drop-down. To customize this field, go to PIR Item - Theme.
External ID	Enter the external ID.
Attachments	Add a new URL or File as an attachment by clicking

Additional Information

The Additional Information tab contains custom fields, which administrators have added using PIR Items Custom Fields Customization. These fields will vary between each Plutora installation. Please consult your administrator for the procedure for filling in these fields.

To see the custom fields, you must have the permission set in PIR Items Custom Fields Customization.

Comments

To add a comment, enter your comment in the Your comment… field. Then click .
To edit a comment, click Edit. Then click Save.
To reply to a comment, click Reply. Enter your reply and click .

You cannot delete comments.

Analyses & Activities

In this area of the PIR Item you document the following aspects of each PIR Item:

Impact: What effects it will have.
Actions: Assigned tasks related to solving the problem. For example, one Action could be finding out the Root Cause of a problem and suggesting some Preventative Measures.
Root Causes: What caused the problem.
Preventative Measures: Measures to be put in place to prevent the problem from happening again.

To add a new Action, Impact, Root Cause, or Preventative Measure, click . Refer to Add or Edit PIR Activity for more information on PIR Activities.

After making the required edits and additions to the PIR item, click .

The new PIR item is now created. The dialog will close and the ‘PIR Manager’ page will be back to display.

View the Audit History of a PIR Item

To view the audit history of a PIR item, click in the top-right corner. Refer to Audit History for more information.

Copy a PIR Item’s URL

To copy a PIR Item’s URL to the clipboard, click in the top-right corner. For more information, see Copy to Clipboard.

Invite Public Users

For each PIR Item, you can invite users without a Plutora account to add, edit, and delete PIR Item Impacts, Actions, Root Causes, and Preventative Measures.

Note To control the permissions of non-registered users select the user permission checkboxes in the 'Non-Registered User Role' in User Permissions. Currently, a non-registered user can add, edit, and delete the PIR entities.

To invite users to add, edit, and delete Impacts, Actions, Root Causes, and Preventative Measures:

On ‘PIR Manager’ search and open a PIR Item.
Click .
Type the external user’s email address in the Invite Users field.
Click .

The email will appear at the bottom of the ‘Assigned To’ field for Actions and Preventative Measures.

Email Template Wizard allows you to set up PIR Item emails containing a secure URL ([[Secure_URL]]). Users without a Plutora account can click the secure URL, open the PIR Item and update Preventative Measures, Impacts, Root Causes, or Actions.

To uninvite a user:

Click . Deleted email addresses will not appear in the ‘Assigned To’ field.

More Information

Add PIR Item via ‘+New’

To add a new PIR item via ‘+New’, go to + New > PIR > PIR Item. This will open the ‘New PIR Item’ dialog. Proceed with filling up the PIR item details (refer to the fields and descriptions listed above).

PIR Item Workflows

PIR Items can have workflows. You can create a sequence of PIR item statuses for each PIR Type, from an initial status to an end status.

PIR Item External ID

Once you add an External ID to the PIR Item, becomes clickable.

Clicking this button displays the ‘Set Entity URL’ dialog, paste a link to the relevant ServiceNow or defect management application record, and click .