All the written information (electronic or hard copy) "in the organization" is comprised of documents.
Records are a special category of documents which are a snapshot history of an activity.
Reports are documents which are compilations or explanations of records. (Example - an organization may have a series of 100 inspection records on the production of a widget on four separate machines. A report of the inspection records might conclude that one of the four machines ought to be retired because it does not seem capable of maintaining control over critical dimensions.)
In addition to understanding definitions of document record report
folks need to tune in on management maintenance Control retention Configuration Management
There certainly seems to be a lot of confusion and anxiety about the topic of dealing with documents. There are a lot of folks who are bombastic in saying they have the only true way.
Some folks get so enamored of electronic systems they forget "one size does NOT fit all." Many small organizations can get by with paper and filing cabinets.
"Configuration Management" is very confusing when folks don't include "associated documents" and processes as part of the thinking of what else needs to be considered when modifying a document.
The entire process of FORMALLY modifying or revising a document is frequently haphazard at many organizations. Entire books are written on changing documents, but even I don't buy those books. Where do people learn how to do this is a systematic, uniform manner?
A document is used BEFORE the action. A record is done AFTER the action.
Example:
a. Inspector Gadget wants to perform outgoing QC on a number of items.
b. He reads/browses through the Outgoing QC Procedure. (document)
c. He then proceeds to conduct the outgoing QC inspection (action)
d. He fills-in the appropriate records. (record)
Records are "evidences or proofs" that the process owner has done something.
This site uses cookies to help personalise content, tailor your experience and to keep you logged in if you register.
By continuing to use this site, you are consenting to the use of cookies.