This step creates, updates and retains the company's documents and records (documented information) in a defined way. As output you receive a document list and a record retention period table.
Determine the document system and numbering, and control the creation, review, approval, distribution, revision and disposal of documents. For records, determine storage, protection and retention periods.
Note: the number next to the title is the basis clause. HS is the Harmonized Structure (the common chapter structure used by ISO standards).
Output
- Document listDocument number / title / revision / effective date / owner / distribution
- Record retention period tableRecord / related clause / retention period / storage location and medium / disposal method
- Document creation, revision and distribution flow, and access rights and backup for electronic documents
Next steps
Economic Prosperity: steps this step builds on: Context of the Organization (Operation) · Policy Establishment · Roles and Responsibilities · Legal Requirements Identification
Steps that use the results of this step: Documented Information of External Origin · Process Control
Social Value: steps this step builds on: Context of the Organization (Operation) · Policy Establishment · Roles and Responsibilities · Legal Requirements Identification
Steps that use the results of this step: Documented Information of External Origin · Process Control
When operating, specify the Management System\Documented Information Control folder (or files), and eiso organizes, aggregates and analyzes the materials and synthesizes the result.
Materials to specify: document list (master list), revision history, distribution records, record retention list. (Management System Operation Guide)
