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Manage component documents and ITP records

Use the component detail tabs to review the overview, manage linked documents, and open related ITP records for a workspace component.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open a component from your workspace​

Navigate to your project workspace and select the component you want to review so that its detail view opens with the tabs along the top.

Open a component from your workspace

Step 2: Review the component overview​

On the Overview tab, review the key information about the component, including description, reference, stage, priority, and other lifecycle details provided by your configuration.

Review the component overview

Step 3: Switch between component tabs​

Use the tabs to move between the Overview, Documents, and ITP checklist or record views, so you can focus on the specific information you need.

Switch between component tabs

Step 4: View and manage linked documents​

Open the Documents tab to see all files currently linked to the component and update the list when documents are added or removed.

View and manage linked documents

Step 5: Open a linked document​

From the Documents tab, select a document link to open it in a new view or tab, allowing you to review the file associated with the component.

Open a linked document

Step 6: Review the ITP checklist​

Open the ITP Checklist tab to see the inspection and test plan checklist that applies to this component, so you can track its quality and compliance requirements.

Review the ITP checklist

Step 7: Open the full ITP record​

From the ITP area, use the option to open the first-class ITP record, which takes you to the dedicated ITP detail view for this component.

Open the full ITP record

Last updated: 2026-08-23