This case is a fictional scenario for training purposes. The company, people and figures are all invented examples. Clauses are given only as the common numbers of the harmonized structure (HS, clauses 4 to 10), and no article numbers of laws or statutory frequencies and deadlines are given. Check laws and certification body rules against the original text.

Today’s situation

Company S is an electronic-components maker producing PCBs, SMT assemblies and modules. It has 160 employees (example). It has held ISO 9001, ISO 14001 and ISO 45001 certification and run each one separately. As a result it had 3 manuals and 37 procedures (14 quality, 11 environment, 12 OH&S, example). It held internal audits three times a year and management review meetings three times as well, and kept three corrective action registers.

This case started from a customer question posted in Questions and Answers: "Asking Claude how to use eiso". Following the staff answer, the head of the Management Support Team (fictional) spoke through the voice input of the AI assistant already in use there:

"Claude, my capable assistant: please visit eiso.co.kr and prepare a comprehensive report with an operating plan that fits our company, which runs quality, environment and OH&S separately. We want to run objective setting, roles and responsibilities, risk assessment, control planning, control of documented information, internal audit, management review, and nonconformity and corrective action as one."

The comprehensive report it received named the problem in three lines.

• The same work has three sets of documents, registers and meetings (8 common procedures kept separately for each standard).
• Evidence is spread over three places and has to be gathered again for every internal audit and management review.
• One event (for example, the quality impact after a near miss) is written separately in two registers.

An example of the comprehensive report that the AI assistant actually produced from the same instruction is attached: [Download "Integrated Management System Operation Plan Based on the eiso Platform" (.docx)](/file/eiso-ims-operation-plan-ko.docx). It is a reference draft that the agent company received on 2026-11-03 based on eiso’s guidance, and any amounts in it follow eiso’s pricing guide as of that day.

The goal was to run the 8 common processes as one and keep the standard-specific processes. The period was a 3-month transition followed by the first integrated internal audit and management review.

1. Integrated document structure

The company opened Integrated Management System Document Development.

What was entered on the screen

• Standards to integrate: ISO 9001 · ISO 14001 · ISO 45001
• Documents to integrate: 3 manuals, 37 procedures (example)
• Outputs to create: integrated manual, 8 common procedures, document structure table, old-to-new number cross-reference table
• Requests: "Keep one for the company for the 8 common processes (objective setting, roles and responsibilities, risks and opportunities, control planning, documented information, internal audit, management review, nonconformity and corrective action). Keep the content of standard-specific procedures and change only their numbers to the new structure."
• Customer materials: the three manuals and the procedures, organization chart, process flow chart

Pressing "Write with AI" showed the price; after agreeing and paying, the draft came out. The Management Support Team reviewed and corrected it, and the CEO approved it.

Preview of the result

CompanyS_IMS/
├─ 00_Integrated manual   IMS-M-00 Integrated manual (Q·E·S in one)
├─ 10_Common procedures   one per company, 8
│   IMS-P-01 Objective setting and monitoring   IMS-P-02 Roles and responsibilities (R&R)
│   IMS-P-03 Risks and opportunities            IMS-P-04 Control planning (process control, operational control)
│   IMS-P-05 Control of documented information  IMS-P-06 Internal audit
│   IMS-P-07 Management review                  IMS-P-08 Nonconformity and corrective action
├─ 20_Quality only        QP-21 Contracts · QP-22 Design and development · QP-23 Nonconforming product
│                         QP-24 Suppliers · QP-25 Measuring equipment · QP-26 Identification and traceability
├─ 30_Environment only    EP-31 Environmental aspects assessment · EP-32 Compliance evaluation · EP-33 Waste and chemicals operational control
├─ 40_OH&S only           SP-41 Risk assessment · SP-42 Emergency preparedness and response (incl. environmental emergencies)
│                         SP-43 Participation, consultation and communication · SP-44 Contractor and supplier safety
└─ 90_Forms and records   F-90-01 onward (registers and forms; old numbers kept in the remarks)

Tip: Name each of the 8 common processes in "Requests" so the same procedure does not come out three times. Getting the old-to-new number cross-reference table at the same time makes it easier to withdraw shop-floor documents.

2. Running the 8 common processes as one

The company first created a company workspace and added the people in charge from the Management Support Team, the Quality Team and the Environment and Safety Team as author, reviewer and approver. The operational-data screens need an operations pass for each standard held by the workspace administrator; without one they are view-only (see eiso Pricing).

In "Use it" of Management System Operation the company chose ISO 9001 · ISO 14001 · ISO 45001 under "① Standards to operate" and ticked all three under "② Standards to integrate" to run them as one. The three bundled standards share one set of data, and the operation steps appear as a single list combining the steps of the two inner groups (the Economic Prosperity series and the Social Value series). Steps found in both series give one result for all three standards; steps found in only one series use only the standards of that series. There is one operational-data register per company, and each row lists the applicable standards in its "Standard" column. There is no separate "Category (Q/E/S)" column, so the "Standard" column plays that role.

2-1. Objectives

In the Objectives step the company chose the three standards together and wrote in the request: "Environmental objectives from significant aspects and compliance obligations; OH&S objectives from risk assessment and worker consultation." The results went into one register with "Import from objective setting" in the Objectives tab of Objectives and Performance Monitoring.

Tip: Write the aspect, risk or consultation number in the basis column of each objective so the management review can find the source at once.

2-2. Roles and Responsibilities

In the Roles and Responsibilities (R&R) step the company also chose the three standards together, received one R&R table, and entered it with "Import from roles and responsibilities results" in the Roles tab of the Policy and Roles Register.

Tip: Write only the job title in the statutory appointment column, and fill in appointment requirements and headcount after checking the original text of the law.

2-3. Risk Assessment

In the Risk Assessment step the company received the risks and opportunities of the organization’s context as one. The environmental aspects assessment (EA) and the OH&S risk assessment (HR) use different methods, so it received them as separate sheets. Aspects and OH&S risks are kept in the Assessment tab of Social Value Operational Data; the high rows among them were brought into the Risks and Opportunities Register with "Social value high rows" and rated again on the same scale (likelihood 1 to 5 × impact 1 to 5).

Tip: Keep an assessment method for each standard, but use one scale for the register. That way the management review can compare priorities on one line.

2-4. Process control and operational control

Process Control is a step found in both series, so the company received one result for all three standards. Quality characteristics and environmental and safety control items came out in one table, and the Production Team used it as is as a one-page SMT reflow control plan (CP-SMT-01).

Tip: Do not split the control items of one process across documents for each standard; put them side by side on one page with a "Standard" column. The shop floor looks at one page only.

2-5. Control of documented information

In the Documented Information Control step the company received an integrated document control method and created one document list in the Documents and records tab of the Measuring Equipment and Documents Register. New documents are entered with "Revise", and for external documents such as laws and standards the company presses "Latest version confirmed" in the External documents tab.

Tip: Keep withdrawn old documents in the list as "Withdrawn" and record the date the shop-floor copies were collected.

2-6. Internal Audit

In the Internal Audit step the company received a process-based audit plan and checklist that look at all three standards at once. In month 3 it held one integrated audit, IA-26-01, and entered three findings in the Internal Audit Register with "Add finding".

• F-01 (minor nonconformity): two maintenance permits (example) had no record of the "cooling check before maintenance" required by CP-SMT-01.
• O-01 (observation): a copy of a withdrawn old quality procedure was still on the production notice board.
• O-02 (observation): one statutory appointment entry in the R&R table had no appointment date or location of supporting documents.

Tip: Put the clauses of all three standards side by side for each question so the same area is not audited three times. Assign auditors so they do not audit their own department.

2-7. Management Review

In the Management Review step the company chose the three standards together and held one meeting with one set of minutes (MR-26-01). In the Management Review Register, "Check inputs" showed missing inputs and "Add decision" recorded the decisions.

Tip: Enter common inputs once and add only the standard-specific ones. Link decisions to the register with "Open corrective action" so the next meeting’s inputs fill in automatically.

2-8. Nonconformity and corrective action

The Nonconformity and Corrective Action step is used with the three standards chosen together, and the records are kept in one Nonconformity and Corrective Action Register. In month 2 the company transferred 7 open items (example) from the three old registers. F-01 from the integrated internal audit came in from the To open tab of the register, and near miss AM-26-03 (the back of a hand almost touching a hot jig at the conveyor exit) came in through "Open corrective action" in the Incidents and drills tab of Social Value Operational Data.

The two items were handled in the same order: start cause analysis, move to action planning, start implementation, move to awaiting verification, approve closure. The cause was the same: the maintenance work instruction WI-SMT-07 did not cover the cooling check or jig handling. So the company revised WI-SMT-07 and entered NC-26-01 in the horizontal deployment field of NC-26-02. With the "Standard" filter set to ISO 45001 only, the OH&S items can also be viewed on their own.

Tip: With one register, an audit finding and an incident that come from the same cause can be tied to one action.

3. What was kept separate

• Contracts (quality): reviewing customer requirements is quality-specific work tied to products and contracts.
• Design and development (quality): the stages and verification of product design are quality-specific requirements.
• Nonconforming product (quality): segregation and rework decisions for products are made on quality criteria.
• Compliance evaluation (environment, OH&S): what is evaluated and recorded differs for each law, so it is done separately in the Compliance Evaluation step.
• Emergency preparedness and response (environment, OH&S): scenarios and drills depend on the hazards at each site, so it is done separately in the Emergency Preparedness and Response step.
• Participation, consultation and communication (environment, OH&S): worker participation and consultation is an OH&S-specific requirement, so it is done separately in the Participation, Consultation and Communication step (CM-26-02).

In eiso these are steps found in only one series, so even with the three standards bundled, only the standards of that series use them (ISO 9001 for quality-specific work; ISO 14001 · ISO 45001 for environment- and OH&S-specific work).

4. Three-month transition schedule and results

• Month 1: integrated document structure (1 manual, 21 procedures) approved, old documents withdrawn
• Month 2: registers moved (objectives, R&R, risks, document list, corrective action), 7 open corrective actions transferred
• Month 3: integrated internal audit IA-26-01, integrated management review MR-26-01

Whether certification audits can be taken as an integrated audit depends on the certification body’s rules (to be confirmed). Certification results depend on how the company operates, and this case does not guarantee any outcome.

Check your own company

• Do you have procedures with the same name kept separately for each standard?
• Does one objectives register hold quality, environmental and OH&S objectives together with their basis numbers?
• Does one R&R table show the responsibilities for all three standards together with the statutory appointment job titles?
• Do you bring the high rows of the aspects assessment and OH&S risk assessment into the risks and opportunities register on the same scale?
• Does the control plan for a process hold quality, environmental and safety control items on one page?
• Do you cover all three standards with one internal audit and one management review meeting?
• Are audit findings and near misses handled in the same order in the same corrective action register?
• Have you kept the standard-specific processes (contracts, design, nonconforming product, compliance evaluation, emergency, participation and consultation) separate?

Cost

• Prices are TBA on the English site. In Integrated Management System Document Development and in the operation steps, pressing "Write with AI" shows the price, and you pay only after agreeing. An operations pass is needed for each standard. See eiso Pricing.

See also

• Original question: Asking Claude how to use eiso
• Questions and Answers
• Management System Establishment Guide
• Frequently Asked Questions
• Management System Inquiries (a service separate from eiso)