Document control
From draft through review and release to distribution and archiving.
Tell the AI what runs differently at your company and get the adapted process back in seconds. The download gives you BPMN 2.0 XML, ready to import into any BPMS.
How to tell whether the process works
Share of documents within their review period, target 95 percent.
6 steps, 3 lanes
Quality management
Quality management
Quality management
Continue with your business address
The full diagram, the process record and the files are reserved for business addresses.
- The complete diagram
- All 6 steps in full
- Goal, scope and trigger
- Inputs and outputs per step
- Every metric with its target
- Risks, opportunities and business rules
- Standards and legal basis
- The BPMN file, ready to import
When this template fits
Who it is for
For companies where work instructions and procedures are binding. As soon as a document circulates in two versions and nobody can say which applies, the process is overdue.
Where it typically stalls
At distribution. The document is released but sits on a drive the department does not know, and people keep working from the old version. The template makes announcing it its own step after release.
What it connects to
Downstream is every process working from a controlled instruction. The internal audit checks exactly this control.
Relation to standards
Documented information must be available, suitable and protected from unintended alteration, and obsolete versions must be identifiable. The template keeps release, distribution and archiving separate.
Part of these process maps
A single process says little about where it sits in the company. These maps show it among its neighbours.
- ServicesThe process landscape of a service company, from enquiry through delivery to invoicing.
- RetailThe process landscape of a retailer, from assortment through logistics to returns.
- Manufacturing and engineeringThe full process landscape of a mid-sized manufacturer, from first enquiry to spare part.
- InsuranceThe process landscape of an insurer, from application through policy to the reported claim.
What people ask first
Can the template be imported into another tool?
Yes. The file is BPMN 2.0 XML and imports into any BPMS that supports the standard.
May I hand the template out in training sessions?
Yes. All templates are published under CC BY 4.0, so you may print, share and teach with them as long as you credit Procevia as the source.