Configuring PIR Reviewer_CM

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Last updated: Apr 22, 2024 by Shilpa K (Deactivated)Version comment

SummitAI Service Management Help

Contents
Change Management
Change Manager
Change Record Status
Change Types
Various Roles in Change Management Approval Flow
End Users
Creating Change Request
Viewing Change Request
Analysts
Creating Change Records
Approving Change Records
Creating Tasks for Change Records
Logging Defects
Creating Standard Templates
Scheduling CAB Meeting
Viewing List of Change Records (CRs)
Viewing List of Tasks
Administrators
Configuring Change Management Module
Configuring Change Category
Configuring Category
Configuring Custom Fields for Change Management
Configuring Change Advisory Board (CAB) Members
Configuring Defect Severity
Configuring Defect Priority
Configuring Fields
Configuring Impact
Configuring Lead Period
Configuring PIR Reviewer
Configuring Priority
Configuring Priority Matrix
Configuring Risk
Configuring Risk Matrix
Configuring Risk Questions and Answers
Configuring Change Manager
Configuring Change Types
Configuring Closure Codes_CM
Configuring Status
Configuring Checklist_CM
Configuring System Impact
Configuring Task Template
Reports
Change Record List
Change Record Schedule Report
Change Type Report
Change Record Workgroup Report
Change Record Status Summary Report

Who is PIR Reviewer?

This configuration is used to restrict review and closure of CRs to specific set of users based on the Change Type and Category. For example, a Normal Change that is Major needs to be reviewed and closed only by the CIO. You can add, modify, or remove PIR Reviewer for a combination (Tenant, Change Type and Category). Only the configured PIR Reviewer can review and close the Change Record. If not configured for a combination (Tenant, Change Type and Category), the CAB, Change Manager or Analysts will be able to review and close a CR.

To configure PIR Reviewer:

  1. Click Change > Configuration > PIR Reviewer.
  2. On the PIR REVIEWER page, click ADD NEW.
  3. Select the Tenant and fill in all the details on the PIR REVIEWER page. For information about the fields on the PIR REVIEWER page, see Field Description.
  4. Click SUBMIT. A new PIR Reviewer is configured.

    PIR REVIEWER page
    Figure: PIR REVIEWER page

Field Description

The following table describes the fields on the PIR REVIEWER page:

Field

Description

DETAILS

Change Type

Select the Change Type for which you want to configure the PIR Reviewer.

Category

Select the Category from the drop-down list.

PIR Reviewer

Type in the name of the person you want to configure as PIR Reviewer for the selected Tenant. You can also click Search icon to search the name of the user you want to configure as PIR Approver (see:Searching Users).

Active

If Active check box is selected, the PIR Reviewer configuration for the selected Tenant becomes active.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the PIR REVIEWER page.

SHOW LIST

Click SHOW LIST to display the LIST table showing all the configured PIR Reviewer for the selected Tenant.

Figure: PIR Reviewer: List page

  • To edit a PIR Reviewer, click the ID. Make the appropriate changes and click SUBMIT.
  • To display the inactive PIR Reviewers, click the Include Inactive check box.

Note:

When the PIR Reviewers are displayed under the LIST table, ADD NEW action is displayed on the ACTIONS panel. Click ADD NEW to configure a new PIR Reviewer.