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CMPRO Fast Task: Setup a Poll on a PWE Route Step

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CMPRO is Product Lifecycle Management (PLM) software that manages engineering, configuration, inventory, and product data.

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CMPRO Fast Task: Setup a Poll on a PWE Route Step

  1. 1. • Each step in a route can have a poll defined for it - Opinion or Approval. Approval polls can only be created through the Polls functionality which is part of the route Step Settings suite. • Approval polls are signature-equivalent, allowing them to be included in the Workflow-Sign-offs page and also to be printed as a hard copy for all workflow documents in CMPRO. • Only users with appropriate administrative permissions can activate and de-activate this polling functionality using the route management screens. Scenario: Setup a Poll on PWE Route Step Path: Menu Fast Task 1 FT00115
  2. 2. Locate Menu Item and Module 2
  3. 3. Locate PWE Route Any of the search fields may be used to filter the search. The Search button yields the results of your query. It is considered best practice to enter data into at least one of the filtering fields for more manageable results. 3
  4. 4. Select PWE Route Step and Step Setting The Visual Route Manager (VRM) screen provides easy management of the processes and steps associated with a route (top screen). The Poll tab on the Step Settings screen, accesses the poll setup process (bottom screen). 4
  5. 5. Step Settings for Poll For more detailed information regarding poll settings relating to the radio buttons, including what happens to a poll as the result of workflow actions such as Return or Resubmit, please see the Polls topic in this User's Guide. 5
  6. 6. Poll Setup Window The Poll Instructions is a required field, and will display highlighted if any other field is selected prior to entering the poll instructions. 6
  7. 7. Poll Indicators Displayed When a poll is defined for a step, the text "(Yes)" appears to the right of the Poll tab label (top screen). The Poll indicator is magnified for display purposes (bottom screen). 7
  8. 8. 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.