Knowella

Document Review Record

Records the periodic review of a controlled document to confirm it is still accurate. Run to the review cycle set for that document. Carried out by the document owner. Documents that have not been reviewed in five years are a standing audit finding.

KnowComplyRecordCMP-023
Completed by
Carried out by the document owner
Raised
At the moment the event happens, rather than reconstructed

Summary

In short

  • A document review record is a record used in KnowComply that records the periodic review of a controlled document to confirm it is still accurate. It is built against ISO 9001 cl.7.5 and forms part of the Management System Governance programme.
  • Run to the review cycle set for that document. Carried out by the document owner.
  • The template holds 43 fields across 5 sections.
  • Scoring is currency percent, where high is good.
  • 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: links Document Register.

What it is

What it is

What is a document review record?

A document review record is a record used in KnowComply that records the periodic review of a controlled document to confirm it is still accurate. It is built against ISO 9001 cl.7.5 and forms part of the Management System Governance programme.

When is a document review record completed?

A document review record is completed at the moment the event happens, rather than reconstructed afterwards. Run to the review cycle set for that document.

When to use it

When to use it, and when not to

This record 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 record covers has occurred, or is about to
  • A new record is needed; each one gets its own ID in the form DRR-2026-000
  • You are running the Management System Governance programme and this is one of its steps
  • A linked record needs this one to exist: links document register

Not for

  • Document Control Record, which records the issue, revision, approval and withdrawal of a controlled document.
  • Records Retention Schedule, which sets out how long each type of record must be kept and how it is disposed of.
  • Anything outside KnowComply, 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 review record 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 review record contain?+

There are 5 sections: header, accuracy, compliance, usability, outcome. Together they hold 43 fields, 32 of which are required.

How often is a document review record raised?+

A new record is raised at the moment the event happens, rather than reconstructed afterwards. Each one is given an ID in the form DRR-2026-000, so it can be traced and referenced from other records.

Which programme does the document review record belong to?+

It is part of Management System Governance. One integrated system rather than four running in parallel and exhausting the same people.

How is a document review record scored?+

Scoring is currency percent. High is good. Scores exist to make the form tell you something, not to produce a percentage for its own sake.

Can the document review record 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.

KnowComply

Holds the document review record library against your registers, routes each record to its owner, and keeps the evidence trail together.

Ella

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 KnowComplyaudit and governance. Audit programmes, legal register, management review, risk and certification.

Sources

Sources

  • ISO 9001 — Quality management systems
  • ISO — International Organization for Standardization
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