Elements and Performance Criteria
- Identify and obtain agreement to document management procedures and standards
- Identify 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, requirements and conventions.
- Agree on document control, tracking, updating and storage processes.
- Prepare document management processes and standards and circulate to relevant stakeholders.
- Negotiate any variations.
- Determine document style, standards and conventions
- Consider potential document styles.
- 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 for 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.