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Saturday, August 12, 2023

Developing and implementing ISO 9001:2015 QMS – 11 – Establishing and Developing Quality Policy and Quality Objectives, and Creating and Updating Documented Information

Developing and implementing ISO 9001:2015 QMS – 11 – Establishing and Developing Quality Policy and Quality Objectives, and Creating and Updating Documented Information

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In the previous write-up, it is mentioned that in the initial status survey, it should also be found out whether required documented information are created, updated and maintained / retained as per the requirements of ISO 9001:2015 QMS standard. In case of any gap determined with regard to documented information should be noted for further action of implementation.

 

In this connection, ISO 9001:2015 QMS standard requires:

 

(i)              To develop a quality policy

 

(ii)             To establish quality objectives at relevant functions, levels and processes

 

(iii)            To create, update, control and retain documented information

 

The standard also requires to maintain documented information to support operation of its processes and retain them to have confidence that the processes are carried out as planned.

 

ISO 9001:2015 QMS standard requires to maintain following documented information:

 

-        Scope of the organization’s quality management system (4.3)

 

-        Information to support the operation of organization’s processes (4.4.2)

 

-        Quality policy (5.2)

 

-        Quality objectives (6.2.1)

 

-        Operational planning and control (8.1)

 

-        Documented information that defines the characteristics of the products and services to be produced / provided, activities to be performed, and the results to be achieved (8.5.1)

 

-        In addition to the above, the organization should determine documented information (to maintain) as being necessary for the effectiveness of the organization’s quality management system (7.5.1)

 

ISO 9001:2015 QMS standard also requires to retain following documented information:

 

-        Processes carried out as planned (4.4.2)

 

-        Monitoring and measuring resources – evidence of fitness, and basis used for calibration and verification, where no international or national measurement standard exists (7.1.5)

 

-        Evidence of competence (7.2)

 

-        Operational planning and control (8.1)

 

-        Results of the review of requirements, including any new or changed requirements, for products and services, and where requirements for products and services are changed, amendment of relevant documented information (8.2.3)

 

-        Confirmation that design and development requirements are met (8.3.2)

 

-        Design and development inputs (8.3.3)

 

-        Design and development controls activities (8.3.4)

 

-        Design and development outputs (8.3.5)

 

-        Design and development changes, results of reviews, authorization of changes, and actions taken to prevent adverse impacts (8.3.6)

 

-        Evaluation, selection, monitoring of performance, and re-evaluation activities of external providers and any necessary actions (8.4.1)

 

-        Necessary information to maintain traceability (8.5.2)

 

-        Information regarding property belonging to customer or external provider is lost, damaged or otherwise found to be unsuitable for use and reporting to the customer or external provider (8.5.3)

 

-        Results of the reviews of changes, personnel authorizing the changes, and any necessary action (8.5.6)

 

-        Evidence of product / service conformity with the accepted criteria (8.6)

 

-        Traceability to the person(s) authorizing release of products and services for delivering to the customer (8.6)

 

-        Release of product / service including evidence of conformity with acceptance criteria, information that describes nonconformity, actions taken, any concession obtained, and that identifies the authority deciding the action (8.7.2)

 

-        Evidence of results in monitoring, measurement, analysis and evaluation (9.1.1)

 

-        Evidence of the implementation of the internal audit programme, and internal audit results (9.2)

 

-        Evidence of the results of management review (9.3)

 

-        Evidence of nature of nonconformities and subsequent actions, and results of any corrective action (10.2)

 

-        In addition to the above, the organization should determine documented information (to retain) as being necessary for the effectiveness of the organization’s quality management system (7.5.1)

 

It is better, in the beginning, to formulate the organization’s quality policy and quality objectives in line with vision, mission and long-term business goals of the organization. Quality objectives need to be established at relevant functions, levels and processes needed for the quality management system.

 

Therefore, the members of the task force may be assigned the following work:

 

-        Defining the scope of the organization’s quality management system

 

-        Formulating organization’s quality policy

 

-        Formulating quality objectives

 

-        Determining documented information to maintain

 

-        Determining documented information to retain

 

We need to understand the meaning of two terms that looks similar but having different meaning. (1) Documented Information Retained – Documented Information Retained are records that serve as evidence of past activities, decisions, and events. They show what happened and are kept for historical, legal, regulatory, or knowledge preservation purposes. (2) Documented Information Maintained – Documented Information Maintained are documents that provide guidance, procedure, work instructions, and other relevant information that are actively used to support ongoing processes and operations.

 

The task force should take the following decision with regard to the documented information other than mentioned in the above Para:

 

-        Who will create or update the documented information?

 

-        Who will control the documented information?

 

It should be ensured that the documented information, created and updated, should be reviewed and approved for adequacy. Documented information pertaining to a particular activity or process should be developed / created by persons involved in respective activity or process with the help of task force members. For example, documented information pertaining to operational planning and control should be developed / created by persons involved in operations. It will ensure ownership of documentation and will be easy to understand. There is also a need of regular review of documented information, which is essential to ensure its accuracy and relevance. The task force convenor may be assigned the responsibility of reviewing documented information from time to time. The top management should approve the documents for adequacy before issue. These steps look appropriate to ensure the effectiveness of the organization’s quality management system documentation.

 

Best wishes,

Keshav Ram Singhal

 

Please have your comments / reaction.

 

To train your employees with ISO 9001:2015 QMS Awareness, please supply them “TRAINING HANDBOOK ON ISO 9001:2015QMS AWARENESS” (ASIN: B093YFFY7Z), which is available worldwide at Amazon. Please search this Training Handbook in Amazon Website of your country. 

 

 You may also supply your employees following eBooks - (i) A Concise Guide on Creating and Updating Documented Information (eBook) https://store.pothi.com/book/ebook-keshav-ram-singhal-concise-guide-creating-and-updating-documented-information/ (ii) Applying Risk-based Thinking in an Organization Implementing ISO 9001:2015 QMS (eBook) https://store.pothi.com/book/ebook-keshav-ram-singhal-applying-risk-based-thinking-organization-implementing-iso-9001-2015-q/

 

Thanks.

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