Tracking a Revisable Regulatory Submission
A new action, Track Regulatory Submission, is now available for revisable regulatory submissions. You can manually track the existing submissions using this action.
Access points for the Track Regulatory Submission action
The Track Regulatory Submission action is accessible from multiple locations, including:
• Regulatory Submissions table in the Quality context
• Search Results table that displays search results of entries that are revisable regulatory submissions
• Regulatory Submissions table on Parts
• Regulatory Submissions table on Regulatory Decision objects
• Regulatory Submissions table on Customer Experience
• Regulatory Submissions table on Places
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• To view the Track Regulatory Submission action, revised regulatory submission must be in SUBMITTING state.
• When enrolled in the PTC Regulatory Master license, ensure the user has the MODIFY access so they can update the regulatory submissions.
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Track Regulatory Submission wizard
Using the Track Regulatory Submission wizard, you can add and update both tracking attributes and regulatory content.
To add or update a tracking attribute value, do the following:
1. Select the tab where you want to update the information. You can navigate through the wizard using the navigation breadcrumbs or the actions at the bottom of the Track Regulatory Submission wizard.
◦ In the Set Attributes tab, add or update the attribute values in the Tracking pane.
This tab is divided into two sections:
▪ The identifying attributes — (Read-only) Displays the name, version, number, and context of the regulatory submission, along with the regulatory agency’s name.
▪ The Tracking pane — Displays all the editable tracking attributes for the regulatory submission. Depending on your configuration, these attributes are available in this pane. The following table lists all the tracking attributes available OOTB.
◦ In the Set Primary Content tab, you can manage the primary content of a regulatory submission.
◦ In the Set Regulatory Content tab you can manage the regulatory content of a submission.
◦ In the Set Attachments tab, add, view, or remove file attachments related to a regulatory submission.
2. Click Finish to close the Track Regulatory Submission wizard.
For more information on the list of the tracking attributes, see Tracking Attributes for Revisable Regulatory Submission.