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Benchmark

How to record the distribution of a document

From the Main Screen:

Step Activity Result
1 Select menu item

—>Modules
—>Documents
—>Document Distribution List
Opens Document Distribution List
2 Click New button Opens Enter Document Distribution Details form
3 Complete fields as required Notes:
The Copy Number will default to the next sequential number. However, you may manually type a different number.

You may not select a Person that is already listed as a holder of that particular document. If they had been previously issued with a copy of that document but had returned it, you can delete the date entry in the 'Return date' field
4 Click Save button Saves changes
5 Click Close button Closes record

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