Steps in the screenshots correspond to the numbers in the headings.
One of the easiest ways to get a listing of all the Regulatory PM Tasks is to simply do an export through the Work Module. This is very simple to do.
1. Log into the Work Module.
2. Choose All Open PMs from the drop-down.
3. Select the Table Filters icon.
4. Scroll to the bottom to the Regulatory filter.
5. Deselect NO.
6. Select Apply.
7. The grid filters to only show Regulatory PMs.
Remember, Regulatory items are designated with the gold line on the left and the gold gavel in the middle.
8. Click the export button to kick out an Excel file.
0 Comments
Add your comment