Summary
In short
- A document register is a register used in General that holds controlled documents such as procedures, policies and plans, with version number, owner and review date. It is built against ISO 9001 cl.7.5 and forms part of the Master Data and Foundations programme.
- Updated whenever a document is issued or revised. Completed by the document controller.
- The template holds 19 fields across 3 sections.
- ISO 9001 is quality management systems. The international standard for consistently meeting customer and regulatory requirements. Certifiable.
- It connects to the rest of the library: referenced by all workspaces.
What it is
What it is
What is a document register?
A document register is a register used in General that holds controlled documents such as procedures, policies and plans, with version number, owner and review date. It is built against ISO 9001 cl.7.5 and forms part of the Master Data and Foundations programme.
When is a document register completed?
A document register is completed once at set up, then whenever an entry is added, changed or retired. Updated whenever a document is issued or revised.
When to use it
When to use it, and when not to
This register is one step in a larger programme. Using it for work that belongs to a neighbouring template produces records that are hard to report on later.
Use it for
- The event or activity this register covers has occurred, or is about to
- The workspace is being set up, or the register needs an entry added or retired
- You are running the Master Data and Foundations programme and this is one of its steps
- A linked record needs this one to exist: referenced by all workspaces
Not for
- Site and Location Register, which holds every site, building, area and zone your organisation operates.
- Asset Register, which holds every piece of equipment, machine, vehicle and tool you track.
- Worker Profile, which holds a record for each worker, including role, department, site and start date.
- Anything outside General, which belongs in the workspace that owns that process
Standards
What it is built against
ISO 9001Quality management systems
The international standard for consistently meeting customer and regulatory requirements. Certifiable.
ISOInternational Organization for Standardization
A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
FAQ
Frequently asked questions
What is the document register template based on?+
It is built against ISO 9001 cl.7.5. ISO 9001 is quality management systems. The international standard for consistently meeting customer and regulatory requirements. Certifiable. ISO is international Organization for Standardization. A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
What sections does the document register contain?+
There are 3 sections: identification, control, content. Together they hold 19 fields, 10 of which are required.
How many document register records should we have?+
This is a singleton. One record per workspace, set up once and maintained, rather than one per event. Other templates refer back to it.
Which programme does the document register belong to?+
It is part of Master Data and Foundations. One place for each thing, so a change updates everywhere rather than in eight lists.
Can the document register template be changed?+
Yes. Every field, option, score and conditional rule is editable, and the links to other templates come with it. Most teams install it as it is, run it for a cycle, then adjust.
The agents
What the agents do with it
The form is the easy part. Keeping it current, routing it to the right owner and holding the evidence together is the work that actually slips.
Holds the document register library against your registers, routes each record to its owner, and keeps the evidence trail together.
Coordinates the crew, rolls completion and exceptions into one view, and holds every write for your approval before it touches a record.
This template lives in General — control tower. The orchestration layer. Registries and engines every other workspace reads from.
Meet General→Sources
Sources
- ISO 9001 — Quality management systems
- ISO — International Organization for Standardization