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Action
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Description
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Copy selected object
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Copy a part to the clipboard to be used in a subsequent paste operation.
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Create a new change notice. The change notice includes an implementation plan detailing the tasks required to make the change. For more information, see Creating a Change Notice.
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Create a new change request. For more information, see Creating a Change Request
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Create a new problem report to document a problem or request a product enhancement. For more information, see Creating a Problem Report.
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Create a new variance in the folder. For more information, see Creating a Variance.
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Create a new review to validate the requirement.
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Creates a promotion request. For more information, see Create a Promotion Request.
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Action
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Description
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Check In
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Enables you to submit your modification to the revisable regulatory submission as a new iteration and releases the lock to make it available for checkout.
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Check Out
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Enables you to check out the revisable regulatory submission to prevent conflicts that might occur when multiple people are simultaneously editing the submission.
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Undo Checkout
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Enables you to release the lock so that the revisable regulatory submission is available for checkout.
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Edit
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Enables you to open the Edit window where you can modify the attributes and related details of a regulatory submission.
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Rename
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Enables you to rename a regulatory submission.
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Create Followup
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Enables you to create a follow-up on a regulatory submission. For more information, see Creating Follow-up Tasks for a Regulatory Submission.
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Track Regulatory Submission
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Opens the Track Regulatory Submission wizard where you can manage the tracking attributes and related attachments in revisable regulatory submissions. It is visible only to the users in specific roles and those who are members of the license profile PTC Regulatory Master License, with the profile action Track Regulatory Submission. For more information on tracking attributes, see Tracking Attributes in a Regulatory Submission.
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Revise
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Enables you to revise the regulatory submission. For more information, see Creating Revision Tasks for a Revisable Regulatory Submission.
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Enables you to create a change notice.
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Enables you to create a change request.
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Enables you to create a problem report to document a problem or request a product enhancement.
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Enables you to create a variance in the folder.
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Enables you to create a review task to validate the requirement.
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Enables you to create a promotion request.
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Copy
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Enables you to create a copy of the object type.
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Set State
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Enables you to change the life cycle state of the submission. For more information, see Setting the State of an Object.
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Undo Reservation
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When this action is enabled, it indicates that another user has the object reserved for modification. You can use this action to manually revoke their reservation and allow another user to modify the object. This action is available only for the non-revisable regulatory submission.
A confirmation message appears with details about the user and the action they are performing.
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Delete
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Enables you to delete the regulatory submission.
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Reassign Life Cycles
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Enables you to reassign the life cycle state to the regulatory submission.
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Name
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Description
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View Information
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General Status
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Displays a symbol indicating the status of the object that drives the regulatory submission. For more information, see Object Status Overview.
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Change Status
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Displays an icon after the object is checked in.
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Object Type Indicator
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Displays an icon representing the object's type.
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Object Type
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Indicates the regulatory submission type.
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Identity
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Specifies the number, organization, and version of the regulatory submission.
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Name
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Specifies the name of the regulatory submission.
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State
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Indicates the life cycle state of a regulatory submission.
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Subject
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Specifies the subject for the regulatory submission. Some regulatory submissions can have multiple subjects.
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Submitted To
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Specifies the regulatory agency to which a submission is made.
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Submitted Date
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Specifies the date when the regulatory submission was submitted to the regulatory agency.
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Approval Date
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Specifies the date on which the regulatory submission was approved by the regulatory agency.
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Certificate Number
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Specifies the unique identifier of the regulatory submission that is assigned by the agency when it is approved.
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Expiration Date
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Specifies the expiration date of the regulatory submission.
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Expired
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Specifies if the regulatory submission has expired.
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Submission Stage
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Specifies the stage of the regulatory submission in the overall submission process.
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Content
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Specifies the primary content of the regulatory submission.
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Remote URL
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Specifies the URL of the regulatory submission available in the system hosted by the regulatory agency.
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Context
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Specifies the context and the organization to which the context belongs.
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