Additional Windchill Capabilities > Windchill Quality Management Solutions > The Windchill Customer Experience Management Process > Regulatory Decisions and Reports > Creating or Updating a Canada Regulatory Report
Creating or Updating a Canada Regulatory Report
If you are assigned to the Regulatory Report Creator role, use the following procedure to fill out the Canada regulatory report. If the Canada regulatory report was previously saved, you can follow these steps to continue filling out the report at a later date.
1. On your Home page, click the Canada 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.
Click Refresh Report to update the report with any information that might have changed elsewhere in the system (for example, patient, facility, or reporter).
2. On the task page, click Enter Report Creation Details.
3. In the Edit Canada Report window, in sections A through E, add relevant information to the report.
All fields are optional unless indicated by an asterisk. The following fields are required:
Name—Canada report name. The system automatically completes this field, but you can change it manually if necessary.
Number—Canada report number. The system automatically completes this field, but you can change it manually if necessary.
Type of Report—The report type in Section A, field 5. Select Preliminary, Update, Final, or Preliminary & Final.
The system initially adds information to the report based on the complainant information that was entered in the Related Personnel and Locations table and the manufacturer information that was entered in the Related Products table.
4. Click Next.
5. Use the Attachments table to associate any additional documents with the Canadian 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 Next to review the information in the Product Details step.
7. Click Finish to move the regulatory activity to the Approval workflow state.