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CMPRO Fast Task: Associate a Document

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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.

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CMPRO Fast Task: Associate a Document

  1. 1. • Associated Documents screens allow items in CMPRO to be linked in various ways. • User must be an Administrator, own the record or have EDIT NOT OWNED user function assigned in order to manage associations. • If associating item to a workflow record, the record must have a workflow status of EDIT. Scenario: Associate a Document Path: Navigator Bar / Queue Fast Task 1 FT00075
  2. 2. Locate Work Queue Record The icon to the left of the record number is the link to the record. 2
  3. 3. Additional Data Section of Workflow Record 3 The Associated Docs link is available in the Additional Data section on most workflow forms in CMPRO.
  4. 4. Select Type of Association 4
  5. 5. Associate Document from Repository NOTE: The Add Associations From Import and External Associations links will display a different screen than seen here. 5
  6. 6. Record Detail with Associated Docs The Associate and Return link was selected; displaying the parent record. As documents are associated, they will display, as shown, up to 2 records. More than 2 will instead display total records as (#) to right of link. 6
  7. 7. 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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