I am in the process if placing form numbers and revision information on all our corporate forms. My question is this:

The most common format I have seen is
Form number
Issue Date
Rev Level:

This is probably a stupid question, but I cant in my mind figure out why I would need to identify the issue date? What purpose does it serve.

My thought is to utlize the following format

Form Number
Revision Date

Every time there is a chanage - change the date.

All forms are posted electronically on our company intranet..

Does anyone see a problem with not identifying an orignal issue date????

I am in the process if placing form numbers and revision information on all our corporate forms. My question is this:

The most common format I have seen is
Form number
Issue Date
Rev Level:

This is probably a stupid question, but I cant in my mind figure out why I would need to identify the issue date? What purpose does it serve.

My thought is to utlize the following format

Form Number
Revision Date

Every time there is a chanage - change the date.

All forms are posted electronically on our company intranet..

Does anyone see a problem with not identifying an orignal issue date????

Good for you! That's what's needed - a little more, 'if it doesn't feel good, don't do it'!
You're correct, IMHO, there's no need. In fact, why not just the revision?

Please go to www.cvgrp.com and click on quality section and we are TS certified and some of our forms and procedures are there. This should help you. Our reg. is intertek.

Can I ask is the Form Id No. a form type identifier ie all forms from a certain group get this number OR is it a unique form number for just that form. If it is the latter, why is it necessary to have a unique form number? I can't see the ISO requiring this but I may be wrong...
Also is it necessary to refer back to the governing SOP or WOrk Instruction?

ISO does require this and detailed out in three section manual.
Systems, Procedures, Instructions.
1. Break it down between Corp./SOP/WIP's.

Match the sections is the easy way to maintain your system.

ISO does require this and detailed out in three section manual.
Systems, Procedures, Instructions.
1. Break it down between Corp./SOP/WIP's.

Match the sections is the easy way to maintain your system.

Hi World Quality, can you give me the exact reference in the ISO where it states each form has to have a unique ID (and not just a number), my boss isn't convinced...!
Thanks

ISO does require this and detailed out in three section manual.
Systems, Procedures, Instructions.
1. Break it down between Corp./SOP/WIP's.

Match the sections is the easy way to maintain your system.

I too am interested to know which 'ISO' says this.........

IMHO such an approach is out moded and unnecessary, so I'd be really interested to know where this structure comes from.......

4.2 Documentation RequirementCHANGES in ISO 9001:2008 are primarily clarifications

… intended to ensure improved understanding of the existing (ISO 9001:2000) requirements CHANGES in ISO 9001:2008 are primarily clarifications

… intended to ensure improved understanding of the existing (ISO 9001:2000) requirements


4.2.1 General c) documented procedures and records required by this International Standard, and
d) documents, including records, determined by the organization to be necessary to ensure the effective planning, operation and control of its processes.Comment: No real change to the requirement; you can see that adding "records" to sub-clauses c) and d) allowed sub-clause e) to be dropped. NOTE 1: A single document may include the requirements for one or more procedures. A requirement for a documented procedure may be covered by more than one document. Comment: An example for the first sentence would be satisfying the requirements for documented procedures in 8.5.2, Corrective Action, and 8.5.3, Preventive Action, by one combined Corrective and Preventive Action procedure. An example for the second sentence would be splitting the required procedure for the Control of Documents into two separate documented procedures, one for internal document control and one for external document control.


4.2 Documentation Requirements
4.2.1 General c) documented procedures and records required by this International Standard, and
d) documents, including records, determined by the organization to be necessary to ensure the effective planning, operation and control of its processes.Comment: No real change to the requirement; you can see that adding "records" to sub-clauses c) and d) allowed sub-clause e) to be dropped. NOTE 1: A single document may include the requirements for one or more procedures. A requirement for a documented procedure may be covered by more than one document.Co mment: An example for the first sentence would be satisfying the requirements for documented procedures in 8.5.2, Corrective Action, and 8.5.3, Preventive Action, by one combined Corrective and Preventive Action procedure. An example for the second sentence would be splitting the required procedure for the Control of Documents into two separate documented procedures, one for internal document control and one for external document control.


4.2 Documentation Requirements
4.2.1 General c) documented procedures and records required by this International Standard, and
d) documents, including records, determined by the organization to be necessary to ensure the effective planning, operation and control of its processes. Comment: No real change to the requirement; you can see that adding "records" to sub-clauses c) and d) allowed sub-clause e) to be dropped. NOTE 1: A single document may include the requirements for one or more procedures. A requirement for a documented procedure may be covered by more than one document. Comment: An example for the first sentence would be satisfying the requirements for documented procedures in 8.5.2, Corrective Action, and 8.5.3, Preventive Action, by one combined Corrective and Preventive Action procedure. An example for the second sentence would be splitting the required procedure for the Control of Documents into two separate documented procedures, one for internal document control and one for external document control.


4.2 Documentation Requirements (2008)

4.2.3 Control of Documents f) to ensure that documents of external origin determined by the organization to be necessary for the planning and operation of the quality management system are identified and their distribution controlled, andComment: This change simply clarifies that not all external documents have to be identified and controlled; only those necessary for the planning and operation of the quality management system.

4.2 Documentation Requirements
4.2.4 Control of RecordsRecords established to provide evidence of conformity to requirements and of the effective operation of the quality management system shall be controlled. The organization shall establish a documented procedure to define the controls needed for the identification, storage, protection, retrieval, retention, and disposition of records.Records shall remain legible, readily identifiable, and retrievable. Comment: The opening sentence was rewritten to emphasize that records should be "controlled“ (versus just “maintained”). Maintaining the records would be to simply keep them in good condition; controlling the records means to regulate their use.

7.5 Production and Service Provision
7.5.3 Identification and TraceabilityThe organization shall identify product status with respect to monitoring and measurement requirements throughout product realization.

Comment: The revised text clarifies that identifying product status applies throughout product realization, from received product, through in-process product, to final product. 
Where traceability is a requirement, the organization shall control the unique identification of the product and maintain records (see 4.2.4).Comment: By moving the "records" reference to the end of the sentence, the meaning has changed from recording the product identification, to keeping any type of record associated with product traceability.

8.2 Monitoring and Measurement
8.2.2 Internal AuditA documented procedure shall be established to define the responsibilities and requirements for planning and conducting audits, establishing records and reporting results. 
Records of the audits and their results shall be maintained (see 4.2.4). The management responsible for the area being audited shall ensure that any necessary corrections and corrective actions are taken without undue delay to eliminate detected nonconformities and their causes.NOTE: See ISO 19011 for guidance. Comment: The requirement for a documented procedure was emphasized by placing it first in the sentence. Also, "establishing records" was moved ahead of "reporting results" in the list of topics to be defined in the procedure because records are being captured throughout the audit and should be listed before the reporting of results. The new text highlights the need to maintain records of the audit and its results. Further, the change expands management "actions" to include "any necessary corrections and corrective actions" to emphasize that immediate correction might be needed before determining the cause of the nonconformity and taking corrective action to prevent its recurrence. Finally, the reference to the withdrawn ISO 10011 was replaced with a reference to ISO 19011, Guidelines for Quality and/or Environmental Management Systems Auditing.