27 Apr, 2020
Updated: March 2023
What is an Overview Document and how can it help you and your management system?
Your Overview Document contains everything your organisation needs to know about your management system and how you are compliant to your standard. As well as the Overview Document, it can have many other names such as your manual, handbook or guidelines. Whatever you decide to call it, we recommend using a term that will mean the most to your business and employees.
Who creates the Overview Document?
During your initial assessment, your assessor will collate the required information and produce the first draft for you which will be sent to you the day before your presentation visit. It should then become a really useful training tool for whoever is responsible for looking after your ISO Certification as well as your employees.
We know in some cases, the Overview Document is often created and then never looked at again. However, we cannot stress enough the range of benefits to you, your employees, auditors and customers. It is therefore recommended to continually update your Overview Document throughout the length of your certification.
What is included in the Overview Document?
Whilst there are no strict guidelines on what needs to be included, we suggest the following as a minimum:
What can it be used for?
If constructed as a concise signpost document which is kept up to date it:
Need help getting Overview Document up to date?
In order to fully benefit from this document, it is vital you regularly review it to ensure it remains relevant and up to date. If you require support in getting your Overview Document up to date or have any questions, please contact your account manager who will be more than happy to help.
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