Refreshing Source Data in UDIs
UDIs combine data from many sources. The data in the UDIs comes from three sources: templates, attribute populators, and manual entry. When the source data in an existing UDI has changed, the UDI must be resubmitted to the regulatory agency.
Follow these steps to refresh the data in a UDI in Windchill and resubmit the information.
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• Submissions in the Submission, In Progress, and Delayed states cannot be refreshed. A refresh during these states could cause inconsistencies between the agency record and the controlled UDI record.
• During this process, the attributes in the source data overwrite the current values in the record. Make sure that you intend to replace these user edits before processing.
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1. In your UDI library context, click UDIs to Refresh.
2. To view the differences between the current UDI and the other sources, click the view differences icon
next to the UDI.
◦ The differences appear in the View Differences window. If the value in the other source is blank, it appears as a strikethrough.
◦ To view a PDF version of the report, click the view report icon
next to each item.
◦ Click Cancel to close the View Differences window.
3. In the UDIs to Refresh table, select the UDIs to update.
4. Click the refresh from source
.
5. In the Refresh UDIs window, click Refresh.
◦ The system processes each UDI selected in the table. The refreshed UDIs move to the Creation state.
◦ If the system skips a UDI during the refresh process because the UDI was not selected, a confirmation message appears in the toolbar.
