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CMPRO Fast Task: Add Related Action Item to 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

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CMPRO Fast Task: Add Related Action Item to Record

  1. 1. • Related Action Items (AI) ensure the necessary changes regarding the affected record are completed. • The control of workflow action for a document with a current Related Action Item is managed on the Related AI - Worksheet. • Action Items that have been released or canceled cannot be edited. Scenario: Add Related Action Item to a Record Path: My Work Fast Task 1 FT00018
  2. 2. Locate Document 2
  3. 3. Select Record The icon to the left of the record number is the link to the document. 3
  4. 4. Select Icon to Create Related Action Item 4 The icon to the left of the link is the Create icon. Can also use the Related Action Items link to create an Action Item.
  5. 5. Create Action Item Required fields are highlighted in yellow. White fields are optional. 5
  6. 6. Document with Related Action Item To provide additional detail to the Related Action Item, select the AI No link. 6
  7. 7. Related Action Item Detail Once these and other desired fields are completed, the Action Item can be submitted for assignment. 7
  8. 8. Document with Related Action Item When the Related Action Item has been submitted, it will then display on the document Detail screen. 8
  9. 9. 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.