When you create a document you will be asked if you need to create a Paper Distribution record. You should make sure you have the paper distribution record created and/or updated before attaching to your SOP or Work Instruction. Selecting yes will instruct you where to attach.

Create a new PDR, or modify an existing one to add your document to it before attaching the PDR to the document

Enter the name of the department where the paper copies will be located and select a relevant department and hit the forward chevron

Enter the location(s) of the distributed paper copies

Use the link tool to find and create your document

Choose the appropriate doc type to search for the document(s) you wish to associate with this PDR

Select the document(s) from the list presented and select 'Add Links'.

The linked document which is distributed to the Inside Sales area is now displayed

Complete the reason for change table and either hit 'Save and Close' if you are not finished or, 'Submission Wizard' if you wish to approve this PDR

Complete the Allowance choice(s) for this PDR and hit the forward Chevron when ready to mail for approval.

Select from the eligible approvers list and forward Chevron when ready

Ensure that the Reason for Change table is ok and hit 'Confirm Submit' when ready.

The PDR is now in Requested approval state. You can either 'Approve or Reject'

Enter your CPro password and hit 'Confirm' to finally approve the PDR

The PDR now shows approved - Released

In your SOP or Work Instruction, select 'Managed Associated Items' in order to pick up the Paper Distribution record you created.

Select the drop down categories for the correct Class, Organization and view. A PDR is a Document Class. Select 'Paper Distribution Record (PDR) from the selection

Select the PDR you need and hit 'Add Selected Document(s)

You will see the linked PDR is now displayed. Hit the forward Chevron to confirm.

From hereon in, the author of a new document which needs a paper distribution record linking with it must notify the PDR owner for that area that an addition to the PDR needs to be made.