Procedure management
Preparing for a procedure review
Organise the first conversation around scope, records, stakeholders, and the decision that must follow.
A procedure review is easier to focus when everyone understands why it is happening. Begin with the decision the review is meant to support, the document version in scope, the people who use or own it, and the timing that matters.
Collect the controlled procedure and the records needed to understand its context. Note related instructions, forms, change history, unresolved questions, and any interfaces with customers, suppliers, equipment, or employer systems.
Agree who is authorised to provide technical judgement and who owns resulting actions. Record observations separately from decisions, and keep open questions visible instead of filling gaps with assumptions.
This general preparation guide is not a technical procedure, compliance determination, or substitute for an appropriately authorised reviewer.
Prepare the first review conversation
State the purpose
Write the question and the decision that should follow the review.
Confirm controlled inputs
Identify versions, owners, related records, and known constraints.
Name the decision owners
Separate contributors, reviewers, approvers, and action owners.
Plan the record
Decide how observations, decisions, actions, and unresolved items will be preserved.
Need help defining the review boundary?
Describe the procedure and intended decision in a consultation inquiry.