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Document and Records Control Procedure

Ready-to-edit procedure for controlling documented information under ISO 9001, ISO 14001 and ISO 45001 clause 7.5, for QHSE managers and document controllers. Includes a standards coverage map for ISO 9001, 14001, 45001, 29001, 27001, 37001, 18788, 39001, PSC.1 and ICoCA.

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Compliance (ISO)Word

Document and Records Control Procedure

USD 26USD 29 What's inside
  • Four-level document hierarchy diagram with examples for each level
  • Document numbering format, type codes and electronic file naming rules
  • Creation, review and approval flowchart with an approval authority table
  • Revision control, distribution, periodic review, obsolete and external document rules
  • Records control requirements and a records retention table
  • Electronic folder structure, access rights, backup and e-signature controls, plus change request form and revision history table
  • Standards covered table mapping the document to 10 standards
Guidance included: Auditors pick a document on site and compare its revision with the master register, then check the approver matches the approval authority. This procedure sets out each step they trace, and the guidance boxes show the common gaps between procedure and site practice.
Buy now Request company invoice Editable Word file. Licensed for use by the purchasing company. Questions? Contact us.
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Who the Document and Records Control Procedure template is for

Quality, HSE and compliance managers preparing for ISO certification or surveillance audits, and bid teams who must show working management systems in tenders and prequalification questionnaires.

How to use it

  1. Download the editable Word file straight after purchase.
  2. Read the guidance notes to see what the client, evaluator or auditor expects.
  3. Replace the example content with your company's details, evidence and references.
  4. Check it against the client's requirements, submit it, and keep it as a master for future bids.

Questions about this template

What format is the Document and Records Control Procedure template?

An editable Word file, 12 pages. It opens in Microsoft Word and also works in Google Docs, WPS Office and LibreOffice.

Does it include guidance?

Auditors pick a document on site and compare its revision with the master register, then check the approver matches the approval authority. This procedure sets out each step they trace, and the guidance boxes show the common gaps between procedure and site practice.

Can we reuse it for other tenders and audits?

Yes. Your company receives a licence to use, edit and adapt the template for its own business, including in submissions to its own clients. It cannot be resold or shared outside your company.
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