Elements and Performance Criteria
- Identify and obtain agreement to document management standards
- Establish an appropriate working group of stakeholders
- Agree on purpose and scope of document management standards including interaction with production, maintenance, logistics, sales and marketing systems
- Identify any relevant external standards and conventions
- Agree on document control, tracking and updating processes
- Document the document management standards and circulate to relevant stakeholders
- Negotiate any variations
- Determine document style and establish standards and conventions
- Consider potential document style/s
- Agree on document conventions and layout
- Agree on standard symbols, abbreviations and similar
- Produce a style sheet, document model or template as appropriate
- Check document style conforms to document management standards
- Circulate to relevant stakeholders and negotiate any variations
- Implement document control strategy
- Develop a document control strategy and procedures including arrangements ongoing review of strategy
- Establish mechanisms to check documents conform to the control strategy
- Arrange for appropriate staff development
- Monitor implementation of document control strategy
- Make improvements to the documentation control strategy as appropriate