ETS QMS Roadmap Workshop

Documentation Structure and Standards

What is controlled, from a

policy level: QMS scope &
description, Quality Policy &
High
Qualit Objectives
y
Manua What happens step by
Standardization
Detail & Specificity

l step: Procedures,
Procedures Process maps and detail
&
Processes
How to perform a
task: job aids,
checklists, forms, scripts
Work Instructions
Evidence of
activities done/
High results
Records achieved: e.g.,
Training records
 ETS QMS Roadmap Workshop
Documentation Standardization
• Procedures - High
– Interdepartmental
– Templates
– Intelligent numbering
schemes
– Content
– Version identification
– May include process map
• Process Maps - High
– Swim lane vs. activity flow
– Graphics style and icons
– Numbering schemes
– Level of detail (outputs, info
flow media, systems, "out
of org" detail, activity
descriptions, etc.)
• Work Instructions - Med
– Standardized if interdepartmental
– Tailored if intradepartmental
– Templates
– Job duties (e.g., Operator
instructions, scripts, job aids,
system instructions, checklists,
forms, etc.)
– Text &/or graphics
• Records - Med to Low
• Standardized if interdepartmental
(e.g., training records, safety
records)
• Tailored if intradepartmental
(e.g., project records, work group
(call center) production records)
Documentation Questions

Documentation Standardization Questions

Over and above the normal decisions on structure and
standardization, the following issues around existing
documentation need to be addressed:

• Interdepartmental Procedures vs SOPs

• Level of Process Control Procedures
• Association of procedures and process maps
• Association of process maps and SOPs