Zascia Hugo
Quality Documented Information
Standard alignment
ISO 9001:2015 · 7.5 Documented information
Document title
Process Map
Controlled current-state map of the examined workflow, from intake through completion, including owners and handoffs.
- Document ID
- ZH-WA-MAP-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
Process boundary
Define where the mapped workflow starts and ends.
Process name
[Official process title]
Start event
[Trigger that begins work]
End event
[Condition that closes the case]
Steps and owners
List each major step, its owner, and the next-step trigger.
Step register
[01…n | Step title | Owner | Trigger]
Exception paths
[Named alternate routes]
Handoffs and systems
Record the tools and transfers currently carrying the work.
Handoff points
[From role → to role]
Systems in use
[Paper / spreadsheet / folder / chat]
Stall points
Mark where work waits, is re-entered, or depends on informal knowledge.
Wait points
[Step | Cause | Typical delay]
Knowledge risk
[Steps dependent on one person]