▶ See the output created with this function right away. Preview of the example output for Company A

  • Energy management procedure created with Individual Document Development: representative company example

  • Individual Document Development is an AI AX function that creates a single document for you. You select the document type (manual, procedure or guideline) and the related certification standard. If the standard is not on the list, select "Other standard" and enter the name of the standard. Then enter the characteristics and outline of the document and any related materials.
    If you specify a reference document, the document is created to match its format and form. Unlike Management System Documentation, which creates the whole document structure, or Standard Revision Response, which revises documents to match a revised standard, it is used to receive the one document you need now in the same look as your company's documents.

    It is useful in the following cases.

    1. When dealing with a requirement that is not on the list of certification standards: for example, when a company certified to ISO 14001 wants to add a procedure in the manner of ISO 50001 (energy management systems), enter the name of the standard under "Other standard".
    2. When you need one document required by a customer or by regulations: for example, an energy use control guideline, a supplier code of conduct or a chemical substance control guideline requested by a customer.
    3. When the document must look the same as existing documents: you receive a new procedure that follows the header, chapter structure and form numbering of an existing procedure.

    ※ The following is a fictional example for explanation. AI output is a draft for reference and does not guarantee certification. Check clause numbers against the published text of the standard.

  • Approach to Individual Document Development for a General Company
  • Representative company model (fictional)Electronics company: assembly of small household appliances, 60 employees, holds ISO 9001 and 14001 certification. A customer has asked its suppliers to manage energy use. The company is not yet certified to ISO 50001, but it has decided to borrow that approach and add an "Energy Review and Performance Management Procedure" to its existing environmental procedure system.
    1Select the document type and related certification standard1 minuteSelect "Procedure" as the document type, check ISO 14001, check "Other standard" for ISO 50001, which is not on the list, and enter "ISO 50001:2018" in the adjacent field.
    Individual Document Development
    2Characteristics and outline10 minutesEnter the document name and number (EM-PR-13) together with what kind of procedure it is, the target equipment, significant energy use decisions, the baseline and performance indicators, improvement actions and the length.
    Individual Document Development
    3Related materials30 minutesPaste in the facts to be reflected in the document, such as the equipment list, the method of recording monthly electricity use, the responsible departments and the results of the existing environmental aspect evaluation.
    Individual Document Development
    4Specify the reference document5 minutesUse the existing DOCX "06.02 Environmental Aspect Identification and Evaluation Procedure" via "Select file" → "Use as reference document": the new document follows its header table, Chapters 1 to 7, responsibility table and flow table format.
    Individual Document Development
    5Review and registration1 to 2 weeksReview the clause correspondence table and the "Items to be confirmed", and have the responsible department fill in and finalize the baseline and indicator values. Register the document in the eiso solution for approval and distribution, and provide implementation training.
    Training Materials and Lesson Plans

    For the representative company, the draft takes one day, and review and approval take about 1 to 2 weeks (example). Because it has the same look as the existing procedures, it adds one document without disturbing the document structure.

  • Input example and output structure (example)

  • Input example

    FieldInput
    Document typeProcedure
    Related certification standardISO 14001 ☑, Other standard ☑: ISO 50001:2018 (energy management systems)
    Document name and numberEnergy Review and Performance Management Procedure EM-PR-13
    Characteristics and outline of the documentA procedure for managing the electricity use of production (SMT, assembly, injection molding) and air conditioning on a monthly basis. It covers determining significant energy uses (SEU), the energy baseline and energy performance indicators (EnPI), improvement action plans and performance checks, and the link to the environmental aspect evaluation. A4, 4 to 5 pages.
    Related materialsEquipment: 2 SMT lines, 8 injection molding machines, 2 reflow ovens, 4 air handling units, 2 air compressors / Electricity use: monthly records for the last 24 months (equipment-level metering for SMT and injection molding only) / The environment team is in charge of energy and the production team operates the equipment / A guideline for converting electricity use to carbon dioxide is available
    Reference document06.02 Environmental Aspect Identification and Evaluation Procedure.docx: read only in this browser by "Select file" and filled into the "Reference document" field (not saved)
    Names to maskCompany names and plant names (separated by commas): replaced with "Company X" before sending; emails and phone numbers are always masked

    Output structure

    StructureContent (example)
    Writing directionFollows the reference document's header table (document number, revision number, effective date, approval), its Chapters 1 to 7, responsibility and authority table and step-by-step flow table; reflects ISO 14001 6.1.2 and 9.1 and the ISO 50001 energy review, baseline and performance indicators (clause numbers to be confirmed)
    Energy Review and Performance Management Procedure EM-PR-131 Purpose / 2 Scope / 3 Terms (significant energy use, baseline, performance indicator) / 4 Responsibilities and authorities (table) / 5 Procedure: 5.1 Energy data collection, 5.2 Energy review and determination of significant energy uses, 5.3 Baseline and performance indicators, 5.4 Improvement actions, 5.5 Performance check and reporting / 6 Records and retention / 7 Related documents and forms (EM-FM-13-01 Energy Use Status Table, etc.)
    Clause correspondence| Standard | Clause | Requirement summary | Where reflected in the document |, shown separately for ISO 14001 and the other standard, ISO 50001
    Items to be confirmed[ ] Baseline period and performance indicator values, the criterion for judging significant energy use (e.g. ○○% or more of total use), and ISO 50001 clause numbers: check against the original text
    Basis and AI supplementThe parts based on excerpts of environmental aspect and performance measurement procedures from the management system AI transformation materials (numbered); the parts where the AI supplemented, from general knowledge, the explanation of the ISO 50001 baseline and performance indicators on which the management system AI transformation materials have little material, with the reason; and the places that need to be checked against the original text

    ※ The table is an example for explanation. Actual results vary with the outline, related materials and reference document you enter, and anything the AI is not confident about is marked "To be confirmed".

  • Output preview: Company A example

  • This is the output you receive when you enter the following in Individual Document Development on eiso. Using the fictional company Company A (electronic components, SMT, 90 employees, ISO 14001 certified, also applying ISO 50001) as an example, it is a preview written in advance in the same way as the actual function, by finding the basis in AGENT Co., Ltd knowledge materials.

    Individual Document DevelopmentEnergy Review and Performance Management Procedure (EP-07)Fictional Company A
    This is what was entered
    Document type · Related certification standardProcedure · ISO 14001 + Other standard (ISO 50001)
    Document name and numberEnergy Review and Performance Management Procedure (EP-07)
    Characteristics and outline of the documentIdentify electricity and LNG use through an energy review, determine significant energy uses (SEU), manage monthly performance with the energy baseline (EnB) and performance indicators (EnPI), and link to environmental objectives
    Related materials3 SMT lines, 2 air compressors, air conditioning, office building, annual electricity and LNG use, metering status
    Reference documentDocumented Information Control Procedure (QP-01): format only

    Writing direction

    • Document type: Procedure: defines the flow of energy review and performance management carried out jointly by the Facilities Team, the Production Team and the environment and safety officer.
    • Format: Follows the chapter structure of the reference document "Documented Information Control Procedure (QP-01)" (1 Purpose to 7 Records, flowchart appendix) and the columns of its responsibility and record tables. The content was newly written.
    • Standards: Written so that ISO 14001 (6.1.2 environmental aspects, 6.2 environmental objectives, 9.1 monitoring) and ISO 50001 (energy review, energy performance indicators, energy baseline, energy data collection; clause numbers to be confirmed) are met together in one document.
    • Related materials reflected: 3 SMT lines (3 reflow ovens), 2 air compressors (55 kW), heating and cooling air conditioning, the office building, annual electricity of about 2,400 MWh and LNG of about 90,000 ㎥ (boiler), utility bills and 2 line-level meters.

    Energy Review and Performance Management Procedure (EP-07)

    Document numberEP-07Revision number0Effective date[ ]
    Prepared byEnvironment and Safety OfficerReviewed byFacilities Team LeaderApproved byChief Executive Officer

    1. Purpose

    This procedure defines how Company A identifies its electricity and LNG use through an energy review, determines significant energy uses (SEU), manages monthly energy performance with the energy baseline (EnB) and energy performance indicators (EnPI), and links this to the achievement of environmental objectives (greenhouse gases and energy intensity). [2] [5]

    2. Scope

    This procedure applies to the electricity and LNG used in the SMT production building (3 lines), the air compressor room, the boiler room, the heating and cooling air conditioning equipment and the office building of the head office plant. Vehicle fuel [ To be confirmed whether included ].

    3. Definitions

    • Energy review: An activity that analyzes energy use and consumption using data to find significant energy uses and improvement opportunities
    • Significant energy use (SEU): Equipment or processes that account for a large share of energy consumption or have considerable potential for improvement
    • Energy baseline (EnB): The energy consumption of the reference period against which performance is compared (e.g. the previous 12 months)
    • Energy performance indicator (EnPI): A value that expresses energy performance (e.g. kWh per 10,000 units produced)
    • Variable: A factor that affects energy consumption (production volume, outdoor temperature, etc.)

    4. Responsibilities and authorities

    DepartmentResponsibility
    Top managementApprove energy and greenhouse gas objectives and provide the necessary resources
    Environment and safety officerOverall operation of the procedure, preparation of the energy review and monthly report, reporting to management review [7]
    Facilities TeamMeter reading and management, management of operating criteria for SEU equipment, implementation of improvement tasks
    Production TeamProvide production volumes by line and observe operating criteria such as cutting standby power
    Each department headImplement improvement tasks and report the results

    5. Procedure

    5.1 Energy data collection

    1. On the first working day of each month, the Facilities Team enters the use shown on the utility bill and the readings of the 2 line-level meters in the "Monthly Energy Use Record (EF-07)". LNG is entered from the city gas bill.
    2. If the difference between the billed use and the company's own readings exceeds ±3%, or the value changes by ±20% or more from the previous month, the cause is analyzed and entered in the remarks. [1]
    3. On the same day, the Production Team provides the production quantity by line.
    4. When actual measurement is not possible, the value is estimated from the same month of the previous year and stated to be an estimate. [1]

    5.2 Energy review (once a year, and when equipment or processes change significantly)

    1. The environment and safety officer analyzes consumption by energy source and by equipment for the previous 12 months.
    2. Equipment with a large share of consumption and equipment with considerable potential for improvement are determined to be SEU. Examples: reflow ovens, air compressors, heating and cooling air conditioning (shares are confirmed by the analysis results). [13]
    3. For each SEU, the relevant variables (production volume, outdoor temperature, operating hours) and operating criteria are determined, and a list of improvement opportunities is prepared.
    4. The results are kept as the "Energy Review Report (EF-08)" and reflected in the "equipment operation, electricity and greenhouse gases" aspect of the environmental aspect evaluation (EP-01). [13]

    5.3 Energy baseline and performance indicators

    1. The baseline is set as the previous 12 months. If static factors change, such as a change in production structure or an expansion of equipment, the baseline is reset and the reason is recorded.
    2. The following are the basic performance indicators (target values are examples and are set by the organization). [15]
    EnPIFormulaFrequencyTarget (example)
    Electricity intensity per unit producedElectricity (kWh) ÷ production quantity (10,000 units)Monthly3% reduction compared with the previous year
    Air compressor specific powerCompressor electricity (kWh) ÷ air consumption (㎥)Monthly[ ]
    Boiler LNG intensityLNG (㎥) ÷ heating degree daysMonthly (winter)[ ]

    5.4 Monthly performance management and link to objectives

    1. Each month, the environment and safety officer prepares the "Monthly Electricity Use and Emissions Report" and reports the EnPI and the CO₂ equivalent of electricity (the conversion method follows the electricity use CO₂ conversion guideline). [1] [7]
    2. If an EnPI deviates from its target, the cause is investigated and action is taken with the Facilities Team (e.g. checking compressed air leaks, cutting standby power).
    3. Energy and greenhouse gas objectives are submitted to the environmental objectives management procedure (EP-06) with the base year, reduction rate and deadline. [2] [5]
    4. Quarterly results are reported as an input to management review. [7]

    5.5 [Optional] Energy considerations when purchasing or changing equipment

    When buying new equipment or changing SEU equipment, energy efficiency is included in the purchasing criteria, and the energy impact is evaluated in advance in accordance with the change management procedure. [3]

    5.6 [Optional] Proposals for energy saving ideas

    Energy saving ideas are collected from site employees every quarter, added to the improvement task list, and the results are shared.

    6. Related documents

    • EP-01 Environmental Aspect Identification and Evaluation Procedure / EP-06 Environmental Objectives Management Procedure
    • Electricity Use Carbon Dioxide Conversion Guideline [ Document number to be confirmed ] [1]
    • Change Management Procedure [ Document number to be confirmed ] [3]
    • QP-01 Documented Information Control Procedure

    7. Records

    Record nameDepartment responsible for retentionRetention period
    Monthly Energy Use Record (EF-07)Facilities Team3 years (example)
    Energy Review Report (EF-08)Environment and safety officer3 years (example)
    Monthly Electricity Use and Emissions ReportEnvironment and safety officer3 years (example)
    [Optional] Energy saving proposal listFacilities Team1 year (example)

    Appendix: Flowchart

    Data collection (monthly) → Check for abnormal fluctuations → Energy review (annual) → Determine SEU and variables → Set baseline and EnPI → Monthly performance management → Link to objectives (EP-06) → Management review

    Clause correspondence

    StandardClauseRequirement summaryWhere reflected in the document
    ISO 140016.1.2Determination of environmental aspects and environmental impacts5.2-4
    ISO 140016.2Measurable environmental objectives and plans to achieve them5.4-3
    ISO 140019.1Monitoring, measurement, analysis and evaluation5.1, 5.4
    ISO 50001Energy review (to be confirmed)Analysis of energy use and consumption, determination of SEU5.2
    ISO 50001EnPI and EnB (to be confirmed)Setting and resetting of performance indicators and baseline5.3
    ISO 50001Energy data collection plan (to be confirmed)Measurement items, frequency and accuracy5.1

    Items to be confirmed

    • Effective date; whether to include vehicle fuel
    • EnPI target values; records retention period
    • Whether the 2 meters can measure SEU separately (whether a dedicated air compressor meter is needed)
    • Actual document numbers of the related guidelines and procedures

    Guide to optional items

    Optional itemOrganizations and cases where it is useful to includeBasis number
    5.5 Energy considerations when purchasing or changing equipmentWhen there are plans to expand or replace equipment[3]
    5.6 Proposals for energy saving ideasWhen a suggestion system is in operation:
    Energy saving proposal list (record)When 5.6 is included:

    Basis and AI supplement

    • The data verification criteria (±3%, ±20%), the estimation principle and the monthly report were written based on the electricity use CO₂ conversion guideline, and the link between objectives and EnPI was written based on excerpts from the ISO 14001:2026 environmental management manual ([1] [5] [7]).
    • The SEU candidates and intensity indicators were written based on the electronic components and assembly industry model ([13] [15]); the shares and target values are examples.
    • The procedure flow for the energy review, EnPI and EnB was supplemented with the AI's general knowledge because the excerpts contain no ISO 50001 material, and ISO 50001 clause numbers are left as "To be confirmed".

    ※ Draft for reference: it does not guarantee obtaining certification. Check clauses and requirements against the published text of the standard.

    Document completeness check

    The AI checked the document against a 7-item scoring sheet from the customer's point of view.

    ItemResultWhat was checked
    Fulfillment of requirementsMetCovers the procedure structure (purpose to records and flowchart) and all requirements of the outline (SEU, EnB, EnPI, monthly management, link to environmental objectives).
    Tailored to our companyMetReflects the equipment, use and metering status in the related materials, and leaves blanks as [ ].
    Reflects the latest revisionMetWritten by checking against the "International Standard revision materials" so that nothing differs from the latest edition; check clause details against the published text
    Ready to useMetWho, when, what and with which record are defined for each step.
    AccuracyMetISO 50001 clause numbers are not asserted and are left as to be confirmed.
    ConsistencyMetFollows the reference document's format (chapter structure and table columns) and document numbering.
    ReadabilityMetNumbered lists for each step make it easy to follow.

    ※ This is an AI check result and does not guarantee conformity for certification. Use the document after reviewing and approving it.

    Management system AI transformation materials referred to

    • New05 Electricity Use Carbon Dioxide Conversion Guideline [ISO 14001] (revised 2026-10-09)
    • New01 Change Management Procedure [ISO 14001] (revised 2026-10-09)
    • 00. Environmental Management Documentation List and 2015→2026 Change Summary (Rev.2026) [ISO 14001] (revised 2026-04-25)
    • CS-QM-01 Rev7 Quality and Environmental Management Manual ISO14001-2026 (revised 2026-04-13)
    • CS-EMS-01 Rev1 Environmental Management Manual ISO14001-2026 (1) (revised 2026-04-13)
    • New03 Climate Change and Biodiversity Assessment Guideline [ISO 14001] (revised 2026-10-09)
    • 08.01.5 Energy and Water Resources Guideline [ISO 14001] (revised 2026-04-25)
    • New04 Life Cycle Assessment Procedure [ISO 14001] (revised 2026-10-09)

    Industry-specific documents referred to: industry model (rewritten for a fictional company)

    • Electronic components and assembly (PCB, SMT, modules) › Environmental aspects and environmental impacts, industry model › Electronic components and assembly (PCB, SMT, modules)
    • Electronic components and assembly (PCB, SMT, modules) › Document structure example, industry model › Electronic components and assembly (PCB, SMT, modules)
    • Electronic components and assembly (PCB, SMT, modules) › Objectives and performance indicators example, industry model › Electronic components and assembly (PCB, SMT, modules)

    ※ This is an example created with a fictional company, and the quality and content of the example may differ from the actual service results. Actual output varies with the input and the supporting materials. Output created by AI is a draft for reference and does not guarantee obtaining certification. The downloaded file is created inside your browser and is not sent anywhere.

  • Points to prepare in advance
    1. The reference document is used for format only. The AI follows only the format and form of the reference document and writes the content anew. If the reference document contains the names of other companies or people, enter them under "Names to mask" or delete them before uploading.
    2. Other standards are checked against the original text. For a standard not on the list, if the AI is not confident about a clause it marks it "To be confirmed (check against original text)". Purchase the original text of that standard and check against it.
    3. The related materials determine the result. Figures, equipment and organization are used only as stated in the related materials. Content not in the materials is left as a [ ] blank for the responsible department to fill in.
    4. Register it to fit your document structure. Align the received document with your document list and form numbers, then register it in the eiso solution for approval and distribution.
    5. The fee is TBA, the same as Training Materials and Lesson Plans. The output is a draft for reference and does not guarantee certification.
    Individual Document Development eiso Pricing Management System Documentation