Select the appropriate Org this manual belongs to, Doc Control Class, Quality Manual Doc Type and choose between 'attachment only' or 'layout with sections'. As attachment only works in the same way as SOP, Work instruction or Form, we will choose sections this time.

Title your manual and then choose the relevant Management System and chevron when done.

Choose the appropriate clause(s) of the standards selected and chevron when done.

Do nothing else if you want this Manual to release as soon as it is approved. If not then you can specify the number of days to pass before it releases and/or expires. You can also select the number of months to pass before the Manual is due an audit.

If training is required for this manual when it is released then you can select this option and complete the necessary fields for training time and cost etc. All those in the system with this manual as a training requirement will have their training records updated automatically to show as required.

Use any of the tools available to manage the text you enter for the Scope. Copy and paste, change font size and color etc.

Manage the content of this section using the tools

Manage the text using any of the tools available in the editor

You can enter a screenshot of your certificate in the editor box

You can attach the complete manual using the 'Attach File' button (shown in the next slide), complete the Reason for Change table and use the chevron to add any recipients in the Notification section.

Browse for your required document, give the document a title and hit confirm when ready. You can create as many attachments as you need.

Hit the 'Submission Wizard' button to send the Manual into the approval process

Select for approval, set the allowance(s) and the named workflow for this Manual then hit the forward chevron to move to the next step. Hitting the back chevron will take you back to the previous step.

Select the approver(s) from the list and move them to the right hand field using the arrow button then chevron when done. The names that appear are dependent on your choice of allowance(s) in the previous step for the Organization you are in.

You are presented with another chance to detail changes made. Hit 'Confirm Submit' when ready

The Approver(s) you chose earlier will now receive the Manual for approval and will see the option to Approve.

Enter your unique CPro password in order to approve the Manual and hit 'Confirm'.

Once approved, the Manual can now be seen in 'Approved - Released' status