Planning to categorize documents - What Document Types?

I

ichigo

#1
I am currently conceptualizing documentation process, procedure and formats in our company. I am planning to categorize documents as to the following segregation:
1. Reference Manual
2. Policy Manual
3. Procedures Manual
4. Forms Manual
I based the segregation according to their use.

Is this enough? Did I miss something? Or do you have any better way of classifying document types?

Thanks,
ichigo
:bigwave:
 
Elsmar Forum Sponsor
#2
Re: Document Types

we need a bit more information as to the use of the document, where it's not obvious - what's a 'reference manual'?
 

Patricia Ravanello

Quite Involved in Discussions
#3
Re: Document Types

Is this enough? Did I miss something? Or do you have any better way of classifying document types?

Thanks,
ichigo
:bigwave:
You don't mention any levels of documentation called "Work Instructions" or "Records".

I've attached a sample of a typical documentation hierarchy. You can rationalize as many layers as is appropriate for your organization.

Patricia Ravanello
 

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Last edited:
I

ichigo

#4
Re: Document Types

we need a bit more information as to the use of the document, where it's not obvious - what's a 'reference manual'?
sorry about that.

i classified it this way

reference manual - used to orient members (instruction manual)
policy manual - compilation of policies
procedures manual - compilation of procedures
forms manual - compilation of used forms
 
I

ichigo

#5
Re: Document Types

thanks patricia

what are levels?

why do we need to assign levels?

thanks
 

Patricia Ravanello

Quite Involved in Discussions
#6
Re: Document Types

You don't have to assign levels. It's not mandatory, it's just a method of organizing the documentation into a hierarchy. It give people a sense of the order of the System. It also helps for keeping things organized on the computer if you create "Folders" based on the various Document "Levels" or "Types", if you will.

Patricia Ravanello
 
I

ichigo

#7
Re: Document Types

You don't have to assign levels. It's not mandatory, it's just a method of organizing the documentation into a hierarchy. It give people a sense of the order of the System. It also helps for keeping things organized on the computer if you create "Folders" based on the various Document "Levels" or "Types", if you will.

Patricia Ravanello
thanks a lot for clearing that up. :thanx:
 

Jen Kirley

Quality and Auditing Expert
Staff member
Admin
#8
Re: Document Types

Welcome to The Cove! :bigwave:

Please see this thread for more information.

You don't have to copy that structure, but it is useful to have a guide for what you might one day be expected to have. Why reinvent the wheel?

When you get to that thread, look down at the bottom of the web page, where you may see some related threads to look at.

I can tell you that forms with specific purposes are very often found in (or at least referenced in) procedures or whatever process guidance documents you use. These documents, in turn are referenced in the quality manual, which gives a general overview of how your system controls operations toward good product/service. These are controlled documents. Things like users manuals for equipment do not need to be controlled unless they are confidential or using an outdated version could adversely impact quality of product/service.

I hope this helps!
 
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