Zascia Hugo
Quality Documented Information
Standard alignment
ISO 9001:2015 · 7.5 Documented information
Document title
Build Scope
Controlled recommended first-build scope produced from assessment findings.
- Document ID
- ZH-WA-SCP-001
- Revision
- Rev 1.0
- Document type
- Specification
- 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
In scope
State workflow steps and outcomes included in the first build.
Included steps
[Process steps covered]
Included outcomes
[What the system must produce]
Out of scope
Record items deliberately deferred to keep delivery focused.
Deferred items
[Named exclusions]
Rationale
[Why deferred]
Rough effort
Provide high-level effort guidance for budget and timing.
Effort band
[e.g. 3–5 weeks / complexity notes]
Key cost drivers
[Roles, approvals, integrations]
Success criteria
Define what “done” looks like for the recommended first system.
Acceptance criteria
[Measurable done conditions]