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Thursday, October 31, 2013

Updating the system with a changed document control system

I was commenting on a query on LinkedIn seeking guidance on managing change when the existing document control system is to be changed. Particularly when the number of documents involved is large.  My advise from experience is: 

The first question would be to establish if the change was necessitated/ driven by a NC? If yes then the RCA should have revealed this and differentiated between Correction and CA (Corrective Action) requirements. Where immediate consequences to the NC are relevant please consider updating those documents first. This prioritization is perhaps the first step.

If this is a PAR (Preventive Action Request) prompted by a need to stay ahead and ensure continual improvement please follow a plan. The changes can be implemented in a planned manner over a period of time. Perhaps an audit cycle.

Also separate out the documents (which presumably the organization will have don). Address the policy first and follow with the update of the procedures. The number of procedures can not be very many. You should be able to address these straight away. 

The WI (Work Instructions), SOPs (Standard Operating Procedures) can then be updated in a systematic manner per the guidelines you will provide to process owners. WI update should not be a centralized responsibility. Give 3 months and provide detailed briefing guidelines on the new document control system to all process owners. They should then implement it per their priorities.

P-D-C-A helps here too! make a good plan. As you go to the D stage do some briefing and take time and make the effort to explain the requirement to the stakeholders. Then go tot he C stage, conduct an audit. Establish what is remaining and I think in 4 to 5 months the change should be done.






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