CMiC Field - Linking/Creating a PCI to Objects

Example of RFI showing ‘Create Change’ and ‘Link Change’ links

The linking to or creating of a PCI from different CMiC Field objects is available to internal users only.

Linking is available on most, if not all PM objects. Once the main record has been entered (Submitted), there are two links that will display on the page next to the Change# field: Create Change and Link Change.

The Create Change link will open the PCI screen where you can enter a new PCI. The default PCI type (“Internal”, “External”, or “Transfer”) is determined from the PM Enterprise setting on the Company Control File screen.

In the case of documents and document packages, the Create Change link will open the PCI Entry screen showing show all the business partners from all the transmittals ever created with the document or package.

Enter the PCI as per normal, then when you return to the originating screen, the PCI number will display as a link instead of Create Change and the Link Change link will have changed to display Remove Link.

The Link Change link displays a list of all PCIs. Select the required PCI to link to the communication record.

To remove the link between a communication record and a PCI, use the Remove Link link.