Additional Windchill Capabilities > Windchill Quality Solutions > The Windchill Customer Experience Management Process > Regulatory Decisions and Reports > Creating or Updating an Australia, Israel, or Japan Regulatory Report
Creating or Updating an Australia, Israel, or Japan Regulatory Report
If you are assigned to the Regulatory Report Creator role, use the following procedure to add report information and attach the regulatory report to the customer experience:
1. On your Home page, click the report creation task from the My Tasks table.
The Subject column lists the customer experience identification information.
Instead of navigating to the task page, you can right-click the task in the My Tasks table and select Enter Report Details.
At any time, you can click Save and continue working on the report later.
2. On the task page, click Enter Report Creation Details.
3. In the Create Regulatory Report window, in the Report Information section, do the following:
Report Number
Enter the report number.
Report Type
Select one of the following:
Follow Up Report
Initial Report
Completed By
Enter the name of the person who completed the report.
Submission Type
Select one of the following:
The system fills the Product Details, Decision Details, and Regulatory Decision sections with the information that was entered in previous workflow states.
4. Click Next.
5. Use the Attachments table to attach additional documents, such as the completed regulatory report. The following table describes the available icons:
Remove the selected attachment.
Add a local file attachment. Local file attachments are files that you upload from your local machine to Windchill.
Click Browse to select a file on your local machine. You can also drag and drop one or more files onto the action window to upload them as attachments.
For more information, see About Drag-and-Drop.
Add a URL attachment. URL attachments are hyperlinks to content stored on a website outside of Windchill. For example, this can be a wiki page or product help site.
Add an external storage attachment. External content attachments are items that cannot be attached as local files or URL links because they are physical objects or places. For example, this can be a three-dimensional item such as a product model or prototype, or highly sensitive data stored in a secure location. An externally stored content attachment describes the content and refers the user to its location.
6. Click Finish to move the regulatory activity to the Approval workflow state.