Define the decision before collecting documents
Clarify whether the organisation is preparing a first implementation, integrating several systems or updating an existing system. Agree the standards, activities and locations to cover, then identify process owners who can explain the work.
Select representative evidence
Collect the current policies, procedures, forms, audit reports and performance records that relate to the scope. Use completed examples alongside blank templates to show where responsibilities, approvals and exceptions are recorded in practice.
Review what can be shared
For an integrated system, assess which activities can use common ownership and records. Document control and management review may be shared, while technical controls need evidence specific to the discipline and site. Agree these interfaces with the people responsible for implementation.
Sequence the implementation work
Use the findings to distinguish quick changes from work that requires new controls, training or operating evidence. Set owners and milestones for implementation, internal review and any independent assessment readiness work.
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