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ARCHIVED - Process / Procedure Template

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2. Process/Procedure

2.1 Entry Criteria

Describe an input's state, an event, or an expired amount of time, which is required before this process or procedure can begin.

Details of Entry Criteria

Bullets
Bullets

2.2 Process/Procedure Map

Using conventional rules for flowcharting, as referenced in Annex C - Flowcharting Symbols, draw a pictorial presentation of the inputs, activities, sequence, decision points, and outputs within the process/procedure.

Number each activity that has further details in the Activities Table.

2.3 Inputs

Describe the inputs consumed by the activities in the process/procedure.

Input	Detail of Inputs and remarks	Ref.
	Bullets Bullets	Template Reference

2.4 Activities

Describe the set or web of activities performed as part of this process/procedure.

No.	Activities	Action by	Detail of activities and remarks	Ref.

Field	Description
No.	Refers to number on process/procedure map.
Activities	Refers to name or title in box on process/procedure map (similar but not necessarily identical).
Action by	Functions that perform the activity. Refer to Roles.
Details	Describes main activities such as develop, review, and approve.
Ref.	Reference the elements of the standard being covered by the activity; can also reference other documents such as procedures, guidelines, templates, checklists, training, and tools.

2.5 Outputs

Describe the outputs produced or modified by the activities in this process/procedure.

Output	Detail of Outputs and remarks	Ref.
	Bullets Bullets	Template Reference

2.6 Verification and Validation

Describe the validation activities or checklists to determine if the outputs are usable.

Output Validation

A checklist of the properties that each output must have to validate each deliverable.

Reference

Describe the verification activities or checklists to determine if the outputs are within specification.

Process/procedure Verification

A checklist that reflects the process/procedure flow of each input.

Reference

2.7 Exit Criteria

Describe an output's state (or condition) required before the process or procedure can be declared "complete".

Details of Exit Criteria

Bullets
Bullets

2.8 Metrics

Process Measures

How this process/procedure is measured to determine its contribution to the business. Will need to compile data, possibly to demonstrate to the organisation the return on the investment from the process improvement

Reference

2.9 Records Control Table

Description (no. and name)	Storage Location	Filing / Index	Minimum Storage Period

Field	Description
Description.	Number or title of the record or form.
Storage Location	Identifies where the item can be found.
Filing / Index	Sequence of the document.
Minimum Storage Period	Amount of time a record or document will be kept once created.

2.10 Controlled Documents Table

Number	Name	Revision Date (or version)	Owner

Other columns may be added to the document management table, however, items such as Approvals, and storage can be found on master lists and it is better not to duplicate information (may be contradicting).

As a general rule, a record is something you need, to prove that you have done something, such as a signature, a completed form; a document is used or referenced or filled out like a template for a plan, a training form that is filled in.