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Master Document and Records Register

Master list of controlled documents with automatic review dates, a records retention schedule and a distribution matrix for integrated ISO management systems.

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Compliance (ISO)Excel

Master Document and Records Register

USD 19USD 21 What's inside
  • 40 example documents of a typical integrated quality, environmental, OH&S and anti-bribery system
  • Next review date, days remaining and review status formulas with overdue rows highlighted in red
  • Status drop-downs for draft, under review, current, superseded and withdrawn documents
  • Records retention schedule with 26 record types, owners, storage, retention basis and disposal method
  • Distribution matrix for controlled copies, electronic access and read-and-acknowledge, linked to the register
  • Summary by document type with a chart of current and overdue documents
Guidance included: Auditors compare the revision of a document on site with the master list and look for review dates that have passed. The automatic overdue highlighting and distribution matrix let you find and fix both before the audit.
Buy now Request company invoice Editable Excel file. Licensed for use by the purchasing company. Questions? Contact us.
Need more Compliance (ISO) templates? Get all of them in the Compliance (ISO) bundle for USD 249.

Who the Master Document and Records Register 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 Excel 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 Master Document and Records Register template?

An editable Excel file. It opens in Microsoft Excel and also works in Google Sheets, WPS Office and LibreOffice.

Does it include guidance?

Auditors compare the revision of a document on site with the master list and look for review dates that have passed. The automatic overdue highlighting and distribution matrix let you find and fix both before the audit.

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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