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Hi, I am new to the forum but have read through some very helpful threads.
Right now, I am trying to come up with a good document control process and would like to know the following:
1. How do I determine what documents need controlling? My company has the following types:
a) Process documents - which WILL be controlled
b) Documents sent to customers by Marketing - brochures, flyers, presentation slides, newsletter
c) Invoices, receipts, credit notes - which are generated by software
d) Product documentation - notes on the products generated by Technical Writer
2. One proposed document ID format (by consultant) uses document types like RP - Report, FR - Form, CK- Checklist, PR - Procedure... he even said should have one called TM - Template.. but I'm thinking... isn't everything a template? So it's funny that I have:
FR-001 for Training Form
TM-001 for the same Training Form
Is it right to do away with TM document type?
3. Some of the process documents have been in used for years but there is no release date or version number. How should this be tackled? I just use version 1 and current date?
Hope you guys can help out.
Thanks,
Shereen
Right now, I am trying to come up with a good document control process and would like to know the following:
1. How do I determine what documents need controlling? My company has the following types:
a) Process documents - which WILL be controlled
b) Documents sent to customers by Marketing - brochures, flyers, presentation slides, newsletter
c) Invoices, receipts, credit notes - which are generated by software
d) Product documentation - notes on the products generated by Technical Writer
2. One proposed document ID format (by consultant) uses document types like RP - Report, FR - Form, CK- Checklist, PR - Procedure... he even said should have one called TM - Template.. but I'm thinking... isn't everything a template? So it's funny that I have:
FR-001 for Training Form
TM-001 for the same Training Form
Is it right to do away with TM document type?
3. Some of the process documents have been in used for years but there is no release date or version number. How should this be tackled? I just use version 1 and current date?
Hope you guys can help out.
Thanks,
Shereen
