Zascia Hugo
Quality Documented Information
Standard alignment
ISO 9001:2015 · 7.5 Documented information
Document title
Close-Out Note
Controlled close-out note issued at the end of a booked support day.
- Document ID
- ZH-SI-CLO-001
- Revision
- Rev 1.0
- Document type
- Record
- Classification
- Client Deliverable
- Package
- Support & Iteration
- 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
Work completed
Record fixes, tweaks, or training completed in the booked day.
Completed items
[Item | Type | Result]
Day reference
[Date / booking ID]
Deferred items
List requests that did not fit the day and why.
Deferred register
[Item | Reason deferred]
Queued next
Recommend priorities for the next support block.
Next priorities
[Ordered list for next booking]