Tracking a Revisable Regulatory Submission
A new action, Track Regulatory Submission, is now available for revisable regulatory submissions. You can manually track the existing revisable regulatory 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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• Out-of-the-box the Track Regulatory Submission action is displayed when a regulatory submission reaches the Submitted state and a Tracking Layout is defined. This behavior is configurable. For more information, see Controlling the Visibility of the Track Regulatory Submission Action.
• To update revisable regulatory submissions, a user must have MODIFY access when enrolled in the license profile PTC Regulatory Master License.
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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 revisable regulatory submission, along with the regulatory agency’s name.
▪ The Tracking pane — Displays all the editable tracking attributes of the revisable regulatory submission. The attributes available in this pane depend on your configuration.
For more information on the list of the tracking attributes, see Tracking Attributes for Revisable Regulatory Submission.
◦ In the Set Primary Content tab, manage the primary content of a regulatory submission.
◦ In the Set Regulatory Content tab, 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.