4. Define record management rules

A – record, whether it's a meeting report, an action plan, analysis results or a control checklist – is a specific document that formalizes a state at a given moment in time.

Here are the steps you need to take to manage them:

• define all the record types you use;

• create a template for each of your records and manage it via your documentation system, just like any other document. Make sure that each of your records mentions the version of the template from which it originates (see Example of managing a record template: "Dimensional dimension survey");

• define the rules for distributing templates and collecting records;

• set up a filing system.

Example of record template management:...