Zascia Hugo
Quality Documented Information
Standard alignment
ISO 9001:2015 · 7.5 Documented information
Document title
Assessment Report
Controlled written report issued at the close of a Workflow Assessment. It records the examined process, findings, and recommended next actions for decision.
- Document ID
- ZH-WA-REP-001
- Revision
- Rev 1.0
- Document type
- Report
- Classification
- Client Deliverable
- Package
- Workflow Assessment
- Issue status
- Controlled Template
Document control (ISO 9001:2015 / 7.5)
Alignment
Document identification, revision control, approval, retention, and distribution practices aligned with ISO 9001:2015 Clause 7.5.
Retention
Engagement term + 36 months (or longer if client retention policy requires)
Review cycle
Template reviewed annually; issued records controlled per engagement
Distribution
Controlled electronic issue to named client stakeholders
Printed copies
Printed copies are uncontrolled unless stamped Controlled Copy
Engagement overview
Establish the mandate, parties, and boundary of the assessment.
Client
[Organisation name]
Engagement reference
[ZH-WA-YYYY-NN]
Process under review
[Named paper / manual workflow]
Stakeholders
[Roles interviewed / observed]
Constraints
[Budget, systems, compliance, timing]
Current-state summary
Describe how the workflow operates in practice today.
Start / end boundary
[Intake trigger → completion event]
Primary path
[Step sequence as observed]
Ownership
[Role per major step]
Supporting tools
[Paper, spreadsheets, folders, chat, etc.]
Findings
Document observed friction, risk, and operational drag.
Bottlenecks
[Where work waits or stalls]
Error / rework points
[Where mistakes enter or are corrected]
Operational risk
[Missing records, single points of failure]
Evidence notes
[Observation references]
Recommendations
State what should be automated first and what should wait.
Priority action
[First automation recommendation]
Defer / leave alone
[Items not recommended now]
Rationale
[Risk reduction and operational value]
Next steps
Leave a clear decision path after the debrief.
Decision options
[Build / stage / internal follow-up]
Recommended path
[Selected option and timing]
Dependencies
[Approvals, data, access required]