Zascia Hugo
Quality Documented Information
Standard alignment
ISO 9001:2015 · 7.5 Documented information
Document title
Process Flows
Controlled digital process flows covering screens, states, roles, and handoffs in the build.
- Document ID
- ZH-AB-FLW-001
- Revision
- Rev 1.0
- Document type
- Specification
- Classification
- Client Deliverable
- Package
- Automation Build
- 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
Happy path
Document the primary digital path from intake to completion.
Primary flow
[Screen / state sequence]
Completion condition
[When a case is closed]
Roles and permissions
Define who can view, edit, approve, or close each step.
Role matrix
[Role | View | Edit | Approve | Close]
States and exceptions
Record key statuses and how edge cases are handled.
Status model
[Draft / In review / Approved / Closed…]
Exception handling
[Reject, return, escalate paths]
Data captured
List fields and records created or updated along the path.
Key fields
[Field | Required | Source]
Record updates
[Entities touched per step]