Add or Edit PIR Activity

Introduction

This article provides an overview of steps to add a new or edit an existing PIR Activity (Action, Impact, Root Cause, or Preventative Measure) on the PIR Item dialog.

Pre-requisite

To be able to add or edit a PIR Activity, you must have the following user permissions:

Create PIR Item
Update PIR Item
Create Action
Update Action
Create Preventative Measure
Update Preventative Measure
Create Root Cause
Update Root Cause
Create Impact
Update Impact

You must have created a PIR Item. Refer to Add Or Edit PIR Items for more information.

PIR > Manager

PIR Activities

On the ‘PIR Item’ dialog, in the ‘Analyses & Activities’ section, you can document the following aspects of each PIR Item:

Impacts: 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.

Add/Edit PIR Activity

To add or edit a PIR Activity,

Navigate to PIR > Manager
Search and open the PIR Item to which you want to add the PIR Activity. ‘PIR Item’ dialog displays.
Scroll down to the ‘Analyses and Activities’ section.
Click to add a new activity. To edit an existing activity click on the activities listed to open the ‘Details’ of the activity.

New Impact

List the effects of the problem:

Fields	Description
Summary	Mandatory; Enter a summary of the impact.
Description	Enter a description of the impact.
Impact Type	Select the impact type from the drop-down. You can customize this field from PIR Item - Impact Type Customization.

New Action

Suggest what should be done to solve the problem:

Fields	Description
Summary	Mandatory; Enter a summary of the action.
Description	Enter a description of the action.
Action Type	Mandatory; Select the action type from the drop down. You can customize this field from PIR Item - Action Type Customization
Assignee	Select one or more assignees. Assignees can be users in Plutora or external users added through the Invite Public Users feature.
Status	Select the status from the drop-down. You can customize this field from PIR Item - Action Status Customization.
Priority	Select the priority from the drop-down. You can customize this field from PIR Item - Actions Priority Customization.
Due Date	Select a due date for the action completion. If the Action item passes this due date, the status will turn red.
Completed On	Enter the date when the action is completed. Leave blank for the new Actions.
System	Select the affected system(s) from the drop-down. Selected Systems will appear in the 'Impacted Systems' field of the PIR Item.
Future Releases	Select the Release(s) from the drop-down to show what Releases will be affected in the future.

New Root Cause

List what caused the problem:

Fields	Description
Summary	Mandatory; Enter a summary of the Root Cause item.
Description	Enter a description of the Root Cause item.
Root Cause Type	Select a Root Cause type from the drop-down menu. You can customize this field from the PIR Item - Root Cause Type Customization.
Status	Mandatory; Select a Status. You can customize this field from the PIR Item - Root Cause Status Customization.

New Preventative Measure

A measure to put in place to prevent the problem from happening again:

Fields	Description
Summary	Mandatory; Enter a summary of the preventive measure.
Description	Enter a description of the preventive measure.
Preventative Measure Type	Select the action type from the drop-down. You can customize this field from PIR Item - Preventative Measure Type Customization
Assignee	Select one or more assignees. Assignees can be users in Plutora or external users added through the Invite Public Users feature.
Status	Mandatory; Select the status from the drop-down. You can customize this field from PIR Item - Preventative Measure Status Customization
Priority	Select the priority from the drop-down.
Due Date	Select a due date for the action completion. If the item passes this due date, the status will turn red.
Completed On	Enter the date when the preventive measure item is completed. Leave blank for the new PIR item.
System	Select the affected system(s) from the drop-down. Selected Systems will appear in the 'Impacted Systems' field of the PIR Item.
Future Releases	Select the Release(s) from the drop-down to show what Releases will be affected in the future.

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

The ‘PIR Item’ dialog will close and the ‘PIR Manager’ page will be back to display.

Duplicate PIR Activity

To duplicate a PIR Activity (Action, Impact, Root Cause or Preventative Measure), on ‘PIR Item’ dialog:

In ‘Analyses and Activities’ section, click against the PIR activity that you want to duplicate.
Click Duplicate.

The system creates the duplicate activity and you can make edits to it as required.

Sort PIR Activity

To sort the PIR Activities (Actions, Impacts, Root Causes, or Preventative Measures), click to select an activity. Then drag and drop the activity to sort.