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:

  1. PIR Item Information
  2. Additional Information
  3. Comments
  4. 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:

FieldsDescription
PIR Item IDSystem-generated field and cannot be edited
PIR Item SummaryMandatory; Enter the PIR item summary.
PIR Item DescriptionEnter the item description.
Impacted ReleaseClick the drop-down and select the impacted release(s)
Impacted Deployment PlansClick the drop-down and select the impacted deployment plan(s).
Release OwnersCannot be edited; It is the Release Owner selected in the Release.
Impacted SystemsSelect the impacted system(s)
TypeSelect the PIR item type from the drop down. You can customize this field using the PIR Item - Type Customization.
Assigned ToSelect the user or user group that the PIR Item is assigned to.
Did this result in an impact to service availabilitySelect 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-CategorySelect 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.
StatusMandatory; Select the status of the PIR item from the drop-down. To customize this field, go to PIR Item - Status Customization.
ThemeSelect a theme from the drop-down. To customize this field, go to PIR Item - Theme.
External IDEnter the external ID.
AttachmentsAdd 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.

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 .

Once saved, you can open the record link in a new browser tab by clicking .

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