Who Is This For?
Template Authors – creating and drafting new templates.
Template Owners / Process Managers – ensuring the correct path is followed.
Reviewers – providing quality and compliance feedback.
QA / Approvers – verifying compliance and approving templates.
How to Do It?
Step 1: Start in Draft
Create and draft your document before sending for review or approval.
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Step 2: Review the document
Send the draft for Review to the appropriate reviewers. Capture feedback and make revisions as needed.
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Step 3: Approve the document
Route the revised draft for Approval. Confirm properties (owner, lifecycle, effective date) before approving.
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Step 4: Make it Effective
After approval, change the status to Effective so the document can be used organization-wide.
When a Change Request is required
When a Change Request is required
If your QMS requires cross-functional assessment, linked actions, or coordinated releases, manage the template via a Change Request instead.
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Tips
💡 Use the smallest effective review group that meets your SOPs to reduce cycle time.
💡 Keep properties (Owner, Process, Entity Type) accurate.
💡 If multiple documents or trainings are impacted, consider the Change Request path.