Open the Document Control module and select the appropriate document type which contains the document you wish to modify

Click on the document to open

Select 'Modify' to start the process of modifying

If the document in question has been migrated from QSI then you will have additional categories showing. Populate the 3 CPro categories with the correct information.  Additional ones will be removed by admin later

Complete this section if the document in question exists in the Training module for individuals training of the document.  If not then enter '0' in both time and cost section

Migrated information (if not attachment only) will show in sections. You may need to make edits to this information before or after you move it to standard CPro sections we will create in later slides.

If your documents are attachments only or have attachments as well as section text, then you will want to move these from the imported QSI section to the CPro section 4.0 Attachments. Save these attachments locally and make any necessary changes. Consider putting the content into CPro sections. It is a preferred method.

From QSI the change records will come over to their own section but you also want to get this into the standard CPro section 'Reason for Change'

From QSI will come the history of the document. This can be removed for future revisions when we edit layout as it will be visible in CPro archives anyway

Scroll to the top or bottom of the document and select 'Edit Layout'. Do this once you have checked all sections and know exactly what sections you want and those you don't.

At the bottom you need to check 'Apply Current Edition of Original template Layout' and hit 'confirm'. This will bring in the programmed sections intended for use in CPro documents.

Choose 'Edit Layout' again and you will now see the standard CPro numbered sections at the top followed by the migrated QSI sections we will want to delete. First of all you need to transfer the information you need from the QSI sections into the CPro sections.

Once information is transferred you can Edit Layout and put a check in the box of the section(s) you wish to delete and hit confirm.

Your saved attachments can now be re-attached to the CPro section 4.0 using the attach file button.

Make sure you add a title for your attachment or else it will not be saved.

You may receive this message when confirming re-attachments.  Enter OK to this

Complete the Cpro Reason for Change section.  If you removed the migrated QSI section then it will be available in the previous revision in Archives.  The section shown above will now be the record of change. It is not advised that you retain and use the migrated document change section from QSI

You may see in the migrated notification list 'Update me'. This relates to a person no longer with the company and therefore needs to be removed or updated. Click on 'Submission Wizard' when ready to sumbit for approval

Assign and allowance for approver name

Select an approver or approvers from the list presented

Choose confirm submit

In the Archives will be previous revisions.  The document you modified will be here and will show the migrated QSI information such as change table and document history etc