CMPRO Fast Task: Add an Annotation and Submit the Record

•

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CMPRO is Product Lifecycle Management (PLM) software that manages engineering, configuration, inventory, and product data. For CMPRO training resources visit www.CMPROficiency.com

Logiciels

• Annotations can be added for any item where the Annotations link
appears. Ownership of an item does not limit the ability to create an
annotation on it.
• Submitting a record is the process by which you sign-off a workflow-
enabled form and send it to the next step on its workflow route.
• Submitting a record can only be performed by the current owner of the
workflow record or an administrator.
Scenario: Add Annotation and Submit Record
Path: Navigator Bar / Queue
Fast Task
1
FT00097

Locate Menu Item
2The Queue link on the Navigator Bar provides one-click access to user’s work queue. Alternate access is
available via the Navigator Menu.

Locate Record and Link
3The icon to the left of the record number is the link to the record (top screen).

Add Annotation to Record
4Annotations remain part of the record and can be viewed via the Annotations Link located in the Additional Data
section of the workflow record.

Submit Record to Next Step
Annotation added and displayed; record is ready to submit to next step. 5

Submit Actions
Upon selecting the Process Step, the Submit tab displays. 6

This has been a
Fast Task
To view more Fast Tasks and learn more about CMPRO’s
features and functions, go to CMPROficiency.
© 2015 Professional SystemsAssociates, Inc. All Rights Reserved.

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CMPRO Fast Task: Add an Annotation and Submit the Record

1. • Annotations can be added for any item where the Annotations link appears. Ownership of an item does not limit the ability to create an annotation on it. • Submitting a record is the process by which you sign-off a workflow- enabled form and send it to the next step on its workflow route. • Submitting a record can only be performed by the current owner of the workflow record or an administrator. Scenario: Add Annotation and Submit Record Path: Navigator Bar / Queue Fast Task 1 FT00097

2. Locate Menu Item 2The Queue link on the Navigator Bar provides one-click access to user’s work queue. Alternate access is available via the Navigator Menu.

3. Locate Record and Link 3The icon to the left of the record number is the link to the record (top screen).

4. Add Annotation to Record 4Annotations remain part of the record and can be viewed via the Annotations Link located in the Additional Data section of the workflow record.

5. Submit Record to Next Step Annotation added and displayed; record is ready to submit to next step. 5

6. Submit Actions Upon selecting the Process Step, the Submit tab displays. 6

CMPRO Fast Task: Add an Annotation and Submit the Record

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