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Document Control

Document Control

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RenoMasr
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2K views

Document Control

Document Control

Uploaded by

RenoMasr
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPT, PDF, TXT or read online on Scribd
You are on page 1/ 42

Copyright 2008 The 9000 Store

Document
Control

Basics of Good Documentation


and
Document Control Systems

Steps to Building an
Effective System

Elements of Good Documentation


How Much do I Need?
Outline Your Document Control System
Maintaining Documentation
Manual Filing/Word Processing Software
Manage in a Database
Document Control Software Packages

Common Problems with Documentation


Copyright 2008 The 9000 Store

Annual Quality Survey Report


Identifies Document Control as the
most difficult clause to implement...
And the most difficult clause to
maintain.

Copyright 2008 The 9000 Store

Copyright 2008 The 9000 Store

Step 1 in Building an
Effective System Is:

To Have Good Documentation!

Good Documentation is:

Clear
Concise
User friendly
Copyright 2008 The 9000 Store

Avoid Drowning in Detail..


The purpose of this procedure is to
document the aforementioned activities,
herin after referred to as the prescribed tasks
in terms that preclude their execution in an
inconsistent manner, wherin such
inconsistency may potentially result in the
prescribed tasks delivering a result that is not
repeatable or reproducible
Copyright 2008 The 9000 Store

And poorly written procedures


Why use ten words when one will do?
The items hereinunder referenced in
some cases fell excessively outside
normal parameters.
The procedures contained herin
are applicable to all operations in
the following departments within
their functional ambit
Copyright 2008 The 9000 Store

Make procedures user friendly

Use short sentences starting with a


verb.

Avoid using the passive voice. Make it


clear who is performing the task.

Use white space for easy reading.


Copyright 2008 The 9000 Store

Copyright 2008 The 9000 Store

Step 2: Have the Right Amount


of Documentation

But how much documentation


do I need?

Ask yourself:
Will it really Impact Customer
Requirements?
Avoid Creating too much:
Work instructions written for virtually
everything
Overlap and repetition - Including a
process in more than one work instruction.

Or
Copyright 2008 The 9000 Store

Too little:
Lack of work instructions where the
process affects the quality of the product.
Employees have their own way of
performing processes
There is variation in the process because
it is not well documented

Copyright 2008 The 9000 Store

Documentation:
The right amount

Remember that the goal here is


consistency for your processes.

If two trained employees were to


perform this task, would they do it
the same way?
If the answer to this is Maybe not a
work instruction is appropriate.
Copyright 2008 The 9000 Store

Copyright 2008 The 9000 Store

Step 3: Outline Your


Document Control System

Outline document control system

Copyright 2008 The 9000 Store

Clarify Your Terminology:


Procedure: Describes the process.
Work Instructions: Tells how to perform the
process.
Attachment: Information attached to the
procedure to help clarify the procedure.
Forms, Tables, etc.: Places to record the
results of tests, audits, etc.
Procedures describe an overall process such as "Purchasing", where as work instructions
would describe a more detailed portion of the procedure such as "Completing a PO" or
"Ordering supplies".
Copyright 2008 The 9000 Store

What Will You Control?

Procedures
Work Instructions
Forms
Attachments

External Docs:
Customer Drawings
Prints
Drawings
Routers/Traveler

Copyright 2008 The 9000 Store

Copyright 2008 The 9000 Store

Step 4:
Where will you keep
your documents?

Planning Your Infrastructure


ISO gives you the specs
You prepare your own blue print
You may choose:
A simple word processing program.
An existing database program
A packaged document control software.

Copyright 2008 The 9000 Store

What Will be Best for


Your Company?
Choose a system for your company based on:
Company size
Computer set-up and availability
Number of different processes performed
Rate of change for your processes or documents

Copyright 2008 The 9000 Store

Your company may need more


than one type of system.
For example:
One for quality system documents, and
One for engineering documents
These documents may be different enough to
make it best to have two distinct systems.

Copyright 2008 The 9000 Store

Example Systems

Copyright 2008 The 9000 Store

Simple Hardcopy System


The master electronic documents are
stored in Word.
A Master list is prepared and kept in
Excel.
Hard copies are copied on to paper
that is marked CONTROLLED.

Copyright 2008 The 9000 Store

Simple Hardcopy System


The hardcopies are distributed to 3-ring
notebooks throughout the facility.
The master list indicates what procedures
and work instructions need to be in each
book.
Copies are kept to a minimum by only
distributing relevant documents to each
area.

Copyright 2008 The 9000 Store

Simple Hardcopy System


One person is designated as the
Document Control Coordinator.
This person
keeps the master list up-to-date
Makes revisions to documents
Distributes revised documents
Collects the outdated documents

Copyright 2008 The 9000 Store

Simple Hardcopy System


A Change Request Form is
available for employees to initiate
revisions to documents.
Changes must be approved before
they are made.
Changes are indicated by using the
revision tool in Word.
Staff must be aware of revisions.
Copyright 2008 The 9000 Store

Online System
A Database is set-up to hold
procedures and work instructions.
Lotus Notes
Packaged System

This may be organized into a


Chapter System with a chapter for
each clause of the standard.
Copyright 2008 The 9000 Store

Online System
Procedures and Work Instructions are
written in or loaded into the system.
Employees are given Rights
System Administrator
Author
Editor
Approver
Read Only
Copyright 2008 The 9000 Store

Online System
Authors write the procedures or work
instructions.
The document is sent to the editor and
approver for approval.
When it is approved it is automatically
moved into the Quality Documents and
becomes available to all those with read
rights.
Copyright 2008 The 9000 Store

Online System
The documents may be viewed on the
screen or printed.
Printed documents are controlled by a
sunset clause
The date printed appears on all printed
documents. Documents are valid only for
the day they are printed.

Copyright 2008 The 9000 Store

Online System
Some hardcopy distribution may be
necessary.
A master list must be kept for
distributed documents.
Controlled hardcopies need to be
identified.

Copyright 2008 The 9000 Store

Online System
Revisions are made by the author, and
must be reviewed and approved by the
editor and approver.
The author must determine if the changes
affect any process that is being performed
that day.

Copyright 2008 The 9000 Store

Engineering Prints
A master list indicating the current
revision of each print is maintained.
This is usually in the manufacturing
software.

Copyright 2008 The 9000 Store

Engineering Prints
A master file of the current print
revisions is maintained.
Simple file cabinet system
An electronic CAD system

Copyright 2008 The 9000 Store

Engineering Prints
If prints are distributed to each operation
they must be controlled.
Operators verify against electronic master list.
Prints are copied and labeled with a job
number.
The copy is good only for the job number.

Copyright 2008 The 9000 Store

Documents of External Origin


These documents must be included in
your document control system. For
example:
Customer Prints
Industry Regulations
ISO Standards
References used for your
documentation.
Copyright 2008 The 9000 Store

Documents of External Origin


Control these by having a section on
your master list for documents of
external origin. Include:
Document Name
Current Revision
Document Location(s)
Document Number (Assigned by your company).

Copyright 2008 The 9000 Store

Copyright 2008 The 9000 Store

Common Problems with


Document Control

Common Problems
Employees writing documents do not
understand the difference between a
Procedure and a Work Instruction.
Terminology has not been defined,
and is not used in a consistent
manner.
Revisions take too long, documents
are not kept current.
Copyright 2008 The 9000 Store

Common Problems
There is no process for tracking
changes or training on changes
Inconsistent use of other
documents such as:
forms
attachments
drawings
documents of external origin
Copyright 2008 The 9000 Store

Common Problems
Approval
Distribution
Keeping distribution current

Copyright 2008 The 9000 Store

Common Problems
Too many documents are distributed. The
system cannot be maintained.
Lack of control of documents of External
Origin.

Avoid these problems by


planning ahead
Copyright 2008 The 9000 Store

And all the pieces will


fall in place.

Copyright 2008 The 9000 Store

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