Load Files for Regulatory Submissions

Additional Capabilities > Windchill Quality Management Solutions > Windchill Regulatory Submissions > Regulatory Master Administration > Manually Loading Administrative Data > Load Files for Regulatory Submissions

If you’ve upgraded from Windchill QMS 13.0.0.x or 13.0.1.x, you might be missing some administrative data. To identify what data is missing data and which files you need to load to recover that data, refer to the following table.

This table contains information on load files for regulatory submission-related data and their locations. For the steps required to manually load a file, see Manually Loading Administrative Data.

Load the workflow template before loading the lifecycle template.

Administrative Data	Directory
Site > Profiles
License Profiles	loadFiles/LicenseProfiles.xml
Site > Templates > Life Cycle Templates
Customer Experience Regulatory Decision Version 4	loadXMLFiles/lifecycles/Regulatory_Report_v4.xml
Regulatory Submission via Approval Life Cycle Version 1	loadXMLFiles/lifecycles/RegSubmissionViaApprovalLifecyclev1.xml
Regulatory Submission via Change Life Cycle Version 2	loadXMLFiles/lifecycles/RegSubmissionViaChangeLifecyclev2.xml
Site > Templates > Task Form Templates
Regulatory Decision Edit Version 1	loadXMLFiles/taskformtemplates/RegulatoryDecisionEditVersion1.xml
Regulatory Submission Approval Version 1	loadXMLFiles/taskformtemplates/RegulatorySubmissionApprovalTaskTemplate_v1.xml
Regulatory Submission Non-Revisable Edit Version 1	loadXMLFiles/taskformtemplates/RegulatorySubmissionNonRevisableEditTaskTemplate_v1.xml
Regulatory Submission Revisable Edit Version 2	loadXMLFiles/taskformtemplates/RegulatorySubmissionRevisableEditTaskTemplate_v2.xml
Site > Templates > Team Templates
Regulatory Submission Team	loadFiles/regmstr/RegulatorySubmissionTeam.xml
Site > Templates > Workflow Templates
Regulatory Decision Execution Version 1 Workflow	loadXMLFiles/workflows/RegulatoryDecisionExecutionWorkflow_v1.xml
Regulatory Decision In Work Version 1 Workflow	loadXMLFiles/workflows/Regulatory_Report_Decision_InWork.xml
Regulatory Decision Re-evaluation Version 1 Workflow	loadXMLFiles/workflows/RegulatoryDecisionReEvaluationWorkflow_v1.xml
Regulatory Submission Cancellation Version 1 Workflow	loadXMLFiles/workflows/RegulatorySubmissionCancellationWorkflow_v1.xml
Regulatory Submission Edit and Approval Version 1 Workflow	loadXMLFiles/workflows/RegulatorySubmissionEditAndApprovalWorkflow_v1.xml
Regulatory Submission Submitting Version 1 Workflow	loadXMLFiles/workflows/RegulatorySubmissionSubmittingWorkflow_v1.xml
Site > Utilities > Quality Classification Tree Administration
Regulatory Decision Category Tree	loadFiles/categorytree/RegulatoryDecisionCategoryTree.xml
Site > Utilities > Object Initialization Rules Administration > Object Initialization Rules
Adverse Event Regulatory Submission	loadFiles/regmstr/AERRegSubmission2_InitRule.xml
Site > Utilities > Type and Attribute Management > Manage Types
The Regulatory Submission Type property in the Customer Experience Regulatory Report Decision type	loadFiles/type/CERegReportDecisionRegSubmissionProperty.xml
The Report Screen Layout screen type in the Regulatory Submission type is used when creating and editing the layout for regulatory submissions	loadFiles/type/QMSBaseDefinitionLoader.xml

Load Files Introduced in Windchill 13.0.2.4

You can manually add the following example templates from their respective directory:

Administrative Data

Directory

Site

> Profiles

License Profiles must be reloaded using this file

loadFiles/LicenseProfiles.xml

Site

> Templates > Workflow Templates

Regulatory Submission Manual Submitting Version 1 Workflow

loadXMLFiles/workflows/RegulatorySubmissionManualTrackingWorkflow_v1.xml

Site

> Templates > Life Cycle Templates

Regulatory Submission Manual via Change Life Cycle Version 1

loadXMLFiles/lifecycles/RegSubmissionManualViaChangeLifecyle_v1.xml

Site

> Templates > Task Form Templates

Regulatory Submission Manual Tracking Version 1

loadXMLFiles/taskformtemplates/RegulatorySubmissionRevisableManualTracking_v1.xml

• This file acts as the out-of-the-box (OOTB) configurable task form template for tracking revisable regulatory submissions manually.

• When customizing the regulatory submission2 infopage actions action model or creating a new custom action model with menufor="com.ptc.qualitymanagement.regmstr.RegSubmission2", ensure to add the following action to your customized model before loading RegulatorySubmissionRevisableManualTracking_v1.xml:<action name="trackRegulatorySubmission" type="regmstr" />

Site

> Utilities > Type and Attribute Management > Manage Types

The Tracking Layout screen type in the Regulatory Submission (Revisable) type is designed to create the layout for the Track Regulatory Submission action

loadFiles/type/QMSBaseDefinitionLoader.xml

In Windchill 13.0.2.4, the Tracking Layout screen type for the Track Regulatory Submission feature can only be defined on the base Regulatory Submission (Revisable) type. You may either define the layout on the base type or wait for the fix in the next release. For more information see, article CS438516.

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