Your PT Plan is your organization plan for how to test and validate a particular measurement process. Now that you have created your PT Plan you want to be able to monitor the results, see which PT Plan Requirements have been ordered and more.
When you add a requirement to your PT Plan you have an option to order and track your enrollment directly from the PT Plan.
Steps to Complete
- Login to the Customer Portal and click on PT Plan from the top navigation.
- View your PT Plan. Click on Order ILC-PTs From PT Plan
- Select the items you wish to order from your PT Plan. You can order mutliple items at one time. Once completed with the form, select Create Order.
Linking an Existing ILC-PT to the Requirement
- If you have already ordered the ILC-PT and wish to link the requirement to the PT Plan Item. Click Manage on the ILC-PT and go to the Assoicated ILC-PTs tab.
- At the bottom of the screen is a list of ILC-PTs that are linked to the PT Plan item. You can have multiple ILC-PTs associated to a single item on a plan, this is common if you have multiple technicians complete the ILC-PT.
- To add an ILC-PT to the PT Plan item, select a ILC-PT from the drop-down and choose Link to PT Plan.