Creating a New UDI Submission in PTC Windchill
Follow these steps to create a new UDI submission in Windchill.
1. Do one of the following:
◦ From your UDI library context, click Folders. From the Actions menu, select > .
◦ Right-click a selected part. Select > .
◦ On the information page for a part, from the Actions menu, select > .
◦ Access the UDI Submission tab on the information page for a part. From the Actions menu for the tab, select New UDI Submission.
◦ Search for a part. From the Search Results table, right-click the part, select > .
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For all options except searching for the part, you must have the UDI module installed.
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2. If the part is outside your UDI library context, select the container. In the
New UDI Submission window, in the
Container Reference field, click the find icon
. In the
Find UDI Library window, search for the UDI library. Select it and then click
OK.
3. If you are creating a UDI submission from a part, do one of the following:
◦ If the part appears in the Create Submission For table, select the part from which to create the UDI submission.
◦ If the part does not appear in the Create Submission For table, do the following:
1. Under
Create Submission For, click the add part icon
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2. In the Find Part(s) window, search for the part. You can use asterisks to perform a wildcard search.
3. Select the part from which to create the UDI submission.
4. Click OK.
| If you know the part number or name, you can type three or more letters in the Add by Number or Add by Name field, and then select a part from the list. You can create multiple UDI submissions at the same time by adding several parts to the Create Submission For table. All of these UDI submissions use the same template for the default values. |
4. In the New UDI Submission window, click OK. The UDI submissions appear under Folder Contents in the Creation state. In the My Tasks table, the system creates a UDISubmission Creation task for each part you selected.
5. To update the UDI information, right-click the
UDISubmission Creation task and select
Edit UDI Submission. Complete the information in the
Edit UDI Submission window. For more information, see
Completing the UDI Submission Form.
6. Click Finish to move the UDI submission to the approval step.
| If the submission is created using a subtype of the parent UDI submission type, the system does not display the user-defined attributes in the UDI Submission Creation Task window. To use and display the user-defined attributes, add them in the parent type instead of the subtype. |