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:

  1. Go to Settings > Customization > Post Implementation Review (PIR).
  2. Click PIR Item – Status.
  3. Click Add Field.
  4. Type the new Value.
  5. Double click the Color column and select a color from the drop-down menu or enter a Hex value.
    The color appears on the PIR Item – Status label in the PIR pop up.
  6. Click to select a Mode:
    • Open: For statuses relating to new PIR items waiting to be reviewed such as Backlog or New.
    • Review: For statuses relating to PIR Items that are currently being reviewed and investigated to determine impacts and root cause analyses.
    • Implementation: For statuses relating to PIR Items with preventative measures being implemented.
    • Completed: For statuses relating to PIR Items that have been reviewed and have had any applicable actions and preventative measures implemented successfully:
      • Makes the status an end state.
    • Cancelled: For statuses relating to PIR Items that do not need to be reviewed or discussed:
      • Makes the status an end state.
  7. Click to select the Default checkbox to make the item appear by default in the drop-down menu.
  8. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

 

Edit a PIR Item – Status

To edit a PIR Item – Status:

  1. Go to Settings> Customization > Post Implementation Review (PIR).
  2. Click PIR Item – Status.
  3. Click to select the PIR Item – Status.
  4. Click Edit Field.
  5. Edit the Value.
  6. Double click the Color column and select a color from the drop-down menu or enter a Hex value.
    The color appears on the PIR Item – Status label in the PIR pop up.
  7. Click to select a Mode:
    • Open: For statuses relating to new PIR items waiting to be reviewed such as Backlog or New.
    • Review: For statuses relating to PIR Items that are currently being reviewed and investigated to determine impacts and root cause analyses.
    • Implementation: For statuses relating to PIR Items with preventative measures being implemented.
    • Completed: For statuses relating to PIR Items that have been reviewed and have had any applicable actions and preventative measures implemented successfully:
      • Makes the status an end state.
    • Cancelled: For statuses relating to PIR Items that do not need to be reviewed or discussed:
      • Makes the status an end state.
  8. Click to select the Default checkbox to make the item appear by default in the drop-down menu.
  9. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

 

Sort PIR Item – Statuses

Sort Manually

Sorting PIR Item – Statuses manually changes their order in drop-down menus.

Refresh your browser to sort manually after sorting alphabetically. 

To sort PIR Item – Statuses manually:

  1. Go to Settings> Customization > Post Implementation Review (PIR).
  2. Click PIR Item –  Status.
  3. Hover your mouse cursor over the sort column.
    The sort handle (six gray dots) appears.
  4. Left-click and drag the sort handle to resort the PIR Item – Status.
  5. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

Sort by Column Header

Sorting PIR Item – Statuses by column header only changes their order on the Customization page.

To sort alphabetically on the Customization page by column header:

  1. Go to Settings> Customization > Post Implementation Review (PIR).
  2. Click PIR Item – Status.
  3. Click a column header.
    The PIR Item – Statuses will revert to their previous order when you click away from the Customization page.

 

Delete or Replace a PIR Item – Status

Deleting a PIR Item – Status will not delete it from PIR records. But it will no longer be available when adding or editing a PIR Item.

Replacing a PIR Item – Status will replace it in existing PIR records.

To delete or replace a PIR Item – Status:

  1. Go to Settings> Customization > Post Implementation Review (PIR).
  2. Click PIR Item – Status 
  3. Click to select the PIR Item – Status.
  4. Click Delete Field.
  5. Choose one of the following:
    1. Delete and Replace:
      1. Select the item that will replace the deleted PIR Item – Status from Replace with.
      2. Click Delete and Replace.
        Your updates will be automatically saved. There is no need to click Submit.
    2. Delete:
      1. Click Delete.
        Your updates will be automatically saved. There is no need to click Submit.

 

Enable Workflows

Workflows allow users to:

  • Create a sequence of PIR Item – Statuses for each PIR Type, from an initial status to an end status.
  • Assign the privilege of setting that status to User Roles (Permission Roles).

If workflows are turned off, all PIR Item – Statuses will appear in the PIR Status drop-down menus in the PIR Manager. If workflows are turned on, only the PIR Item – Statuses set for that PIR Type will appear.

To enable workflows:

  1. Go to Settings> Customization > Post Implementation Review (PIR).
  2. Click PIR Item – Status.
  3. Click to select the Enable PIR Item Workflow checkbox.
  4. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

 

Create a Workflow

Users can create workflows for each PIR type with assigned Permission Roles or User Groups.

To create a workflow for a PIR Type:

  1. Go to Settings> Customization > Post Implementation Review (PIR).
  2. Click PIR Item – Status.
  3. Click Open PIR Item Workflow Diagram window.
  4. Select a PIR Type.
  5. Drag and drop statuses from the Available statuses column.
  6. Make connections between status boxes by clicking and dragging the yellow button between status boxes.
    Delete connections by double-clicking them.
  7. Set Initial Status on one status box by clicking to select the triangular play button: 
    • Setting an initial status is mandatory.
    • The initial status is auto-selected when the user selects a Type.
  8. Set the order priority of the Status in the workflow or Status field by typing a number in the bottom right corner:
    • Statuses must have an order priority number to appear in the workflow or the Status field.
    • Numbers must be positive integers, for example, 1, 2, 3. Zero is also acceptable.
    • Numbers must be unique. For example, if a user entered 1, 2, 2, 3, only one of the 2 Statuses would appear in the Status drop-down menu.
  9. Click Save.
  10. Click the cogwheel-shaped Settings button.
  11. Select an SLA Breach Time to set how much time users have to update a PIR’s Status before it is in breach.
  12. Select an SLA Breach State Color from the drop-down menu.
  13. Select an SLA Breach State Font Color from the drop-down menu.
  14. Select the Permissions user Groups / Roles that may update the workflow.
  15. Click Save & Close.
  16. Remove statuses from the workflow by clicking the delete button.
  17. Click Save.
  18. Close the workflow diagram pop up by clicking the X in the top right corner.
  19. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

 

Copy a Workflow

Users can save time by copying workflows instead of recreating them from scratch.

To copy a workflow:

  1. Go to Settings> Customization > Post Implementation Review (PIR).
  2. Click PIR Item – Status.
  3. Click Open PIR Item Workflow Diagram window.
  4. Click Copy To.
  5. Select a PIR Type from the Select the Type to Copy Workflow drop-down menu.
  6. Click Copy & Save. 

 

Set Default Status for New PIRs

Selects which PIR Item – Status will be the default for new PIR Items. If the PIR Type’s workflow has an initial status set, that status will override the default.

To set a new PIR default status:

  1. Go to Settings> Customization > Post Implementation Review (PIR).
  2. Click PIR Item – Status.
  3. Click to select the Default checkbox.
    Selecting a checkbox will deselect the previous one.
  4. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

 

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Updated on October 10, 2021

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