Add or edit Systems from the Systems Manager page. Users can also duplicate a system.
Now, you can click the Systems back button and easily navigate back to the Systems grid or the previous page.
Article Contents
Add or Edit a System
To add or edit a System:
- Add or edit:
- Add:
- Edit: Click a blue-linked System Name to edit a System.
- Under the Information panel:
- Click to edit the Description.
Description field now has a WYSIWYG editor and expands to fit the content.
- Click to edit the Description.
- Under the Additional Information panel:
- Additional Information is now a panel instead of a tab:
- Field controls now only appear when the mouse cursor hovers over them.
- Empty fields only show the field name, which saves space.
- The Additional Information panel contains custom fields, which administrators have added using System Custom Fields Customization.
- These fields will vary between each Plutora installation.
- Please consult your administrator for the procedure for filling in these fields.
- If a user lacks permission to see a custom field tab’s fields, that tab will now be hidden for that user. (The permission is set in System Custom Fields Customization.)
- Under the Details panel:
- Click the Status toggle switch to label the System as active or inactive. (Mandatory field.)
- Type a Vendor. (Mandatory field.)
Vendors now appear as a column on the Systems page and the Systems XLS export file. - Click Portfolio Association and select from the tree menu. (Mandatory field.)
- Manage Aliases:
Aliases are alternative names for the System. They must be unique and cannot be the same as the System’s Name.- Add an Alias:
System Aliases can now be managed through Plutora’s API.- Type an Alias in the Alias field.
- Press the Enter key on your keyboard.
- Delete an Alias:
- Add an Alias:
- Under the People panel:
- Manage Stakeholders:
- Manage Stakeholders:
- Add a Stakeholder:
- Click the circle with a plus sign.
When users are added as stakeholders more than once, they will appear as a stakeholder only once with all their Roles and Stakeholder RACI Roles merged.For example, if a stakeholder with Role A and all the RACI Roles was added again with Role B and no RACI Roles, the stakeholder would appear only once with Roles A and B and all the RACI Roles.
- Select a User Name or a User Group from the Name or User Group drop-down menu.
- Select a role from the Role(s) drop-down menu.
Administrators can add roles using the Stakeholder Role Customization. - The Email field is not editable.
- Click to select a Stakeholders RACI checkbox.
- To save the Stakeholder and add another Stakeholder: Click Save & Add New.
- To save the Stakeholder and close: Click Save & Close.
- The Stakeholder will have a red exclamation mark until the System has been saved.
- Click the circle with a plus sign.
- Delete a Stakeholder:
- Add a Stakeholder:
- Manage Stakeholders:
- Once there are Stakeholders saved, click the Contact Stakeholders
button to send an email to every Stakeholder in the entire Environment Group:
- Type a single email address into the From field. (Mandatory field.)
- Type an email Subject. (Mandatory field.)
- Type an email Body. (Mandatory field.)
- Click Send.
- Click Environment Booking Approvers and select users or User Groups who will be capable of approving bookings for Environments linked to this System.
Environment Booking Approvers is now a field under People panel instead of a tab.
- Manage Stakeholders:
- Under the System Dependencies panel:
System Dependencies is now a panel instead of a tab. - Click:
- New System: Save & Create New. (If you haven’t clicked it already. Otherwise, click Save.)
- Edited System: Save.
View Audit History
To view Audit History, open a System, then select History from the Action menu.
To see more information about Audit History, click here.
Copy URL to Clipboard
Systems page no longer has a Copy URL to Clipboard button because the URL appears in the browser location or address bar.
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