Documentation recommendations
- Erich Must Wessel
Where should various documentation be placed? This article contains recommendations (the simplest and, in our experience, the most practical) and alternatives that we also see among our customers. We use these abbreviations: PM=Process map, PD=Process descriptions, AC=Activities, DAO=Document workspace, OD=Other documents, CL=Contract library, AL=Additional library
What | Recommendation | Alternativ |
|---|---|---|
Governing documentation | PD, AC | DWS |
Routines, proceduersr, SOP etc | PD, AC | DWS |
Checklists, forms and templates | DWS |
|
Filled out Checklists, forms and templates | OD or QM365 App with SharePoint lists |
|
Policies | PD, AC | DWS |
Handbooks of different kinds | PM, PD, AC | DWS |
Goals | PD, Ac, Goal module |
|
Scope | PD, AC | DWS |
Postion/Role descriptions | Role list |
|
Annual task planner | PM with PD and AC | DWS |
Competence | Competence module | DWS/Excel |
Audit programme | System calendar (separate view) |
|
Audits and Managment review reports | System calendar |
|
Environmental aspects | Risk module |
|
Certificates | OD |
|
User manuals | OD |
|
Meeting minutes | OD (with rights management) |
|