Tabs
The Compliance Portfolio includes these tabs. The tabs only list those items that you explicitly add to the portfolio.
Views
You can use the menu to choose which view of the parts list you want to see. Each view shows a different set of columns depending on the intent of that view. When you select a view, you only see the columns for the data management options you use.
View Name | Description | For Column Information |
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Detailed List | The default view that shows all details about the parts. | Detailed List View |
Express List | Shows fewer details. | Express List View |
SoC List | The Substance of Concern view is specific to the hi-tech industry and only shows if the RoHS data management option is used.
| SoC List View |
Actions/Toolbar Commands
These actions are for the Parts and Manufacturer Equivalent Parts tabs. For the Materials tab, see Materials List. For the Substances tab, see Substances List.
Compliance Commands
The menu includes these actions:
Action | Description | For More Information |
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Roll Up Compliance Data | Brings selected part compliance values up to date based on changes to referenced objects in the part structure including enterprise parts, manufacturer equivalent parts, materials, substances, and compliance definitions. Runs as a background job that recursively updates related objects to recalculate compliance data. The job completes when the selected parts and their subordinate objects are all up to date in terms of compliance data. Some actions cannot be performed on a part until its compliance data is rolled up. | - |
Reports | Lists the reports you can run for the selected parts. | Analyzing Compliance |
Export | Used to report compliance of selected enterprise parts to a customer. You must have the Leader or Senior Compliance Engineer access role to execute these actions. | Reporting Compliance to the Customer |
IMDS Actions
The IMDS actions only show when the ELV Data Management option is used. You must have the Leader or Senior Compliance Engineer access role to execute these actions.
Action | Description |
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Clear for Insert | Clears the IMDS IDs of the selected parts so that the next time it is uploaded to IMDS a new Component or SemiComponent is inserted (with new IMDS Module ID, IMDS Version, and IMDS Node ID) instead of referencing or updating the existing Component or SemiComponent. The IMDS Cleared Status of the selected parts is set to "Clear for Insert." |
Clear for Update | Clears the IMDS IDs of the selected parts so that the next time it is uploaded to IMDS, the existing Component or SemiComponent for the part in IMDS is updated instead of referenced. The IMDS Cleared Status of the selected parts is set to "Clear for Update". The existing IMDS IDs are retained and used in the upload to identify the Component or SemiComponent in IMDS that is to be updated. The next time the part is uploaded to IMDS, a new Component or SemiComponent will be created in IMDS with the same IMDS Module ID as the original Component or SemiComponent, but with a new IMDS Version and IMDS Node ID. |
Reset Clear for Update/Insert | Undoes a previous "Clear for Update" or "Clear for Insert" action on the selected parts and sets the "IMDS Cleared Status" attribute of these materials to blank. |