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:

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:

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Add/Edit PIR Activity

To add or edit a PIR Activity,

  1. Navigate to PIR > Manager
  2. Search and open the PIR Item to which you want to add the PIR Activity. ‘PIR Item’ dialog displays.
  3. Scroll down to the ‘Analyses and Activities’ section.
  4. Click New-Entity.png 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 Release & Verify 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 Release & Verify 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 Save-and-Close.png. 

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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:

  1. In ‘Analyses and Activities’ section, clickActions-button-three-dots.png   against the PIR activity that you want to duplicate.
  2. Click Duplicate.

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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.

Delete PIR Activity

There are several ways to delete a PIR Activity (Action, Impact, Root Cause, or Preventative Measure):

Delete one Activity

  1. Click Actions-button-three-dots (1).png against the activity that you want to delete.
  2. Select Delete.
  3. Click Yes.png on the confirmation prompt to confirm.

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Delete via ‘Action’ drop-down

  1. Click to select the activity(s).
  2. Click Actions.png.
  3. Click Delete Selected Item/s.
  4. Click DeleteButton.png on the confirmation prompt to confirm.

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Delete All

  1. Click Actions (1).png.
  2. Click Delete All.
  3. Click DeleteButton (1).png  on the confirmation prompt.

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More information

Filter PIR Activities

Toggle the visibility of the PIR Activities (Actions, Impacts, Root Causes, or Preventative Measures) by clicking the toggle Harvey Balls.

Click a Harvey Ball to show only those types of activities. Click the Harvey Ball again to show all types of activities.

Filter.png

PIR Activity Traffic Light Status

Preventative Measures, Actions, or Root Causes have traffic light statuses, controlled by:

When a PIR Activity has passed its due date, the status turns red.

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