Document Control & Records Management Checklist [FREE PDF]

Document controllers and quality coordinators use this checklist to verify documented information control per ISO 9001:2015 Clause 7.5 requirements for creation, update, and control of documented information.

  • Industry: Manufacturing & Services
  • Frequency: Quarterly
  • Estimated Time: 15-20 minutes
  • Role: Document Controller
  • Total Items: 8
  • Compliance: ISO 9001:2015 Clause 7.5, ISO 9001:2015 Clause 4.4

Document Approval & Distribution

Verify document approval, revision control, and distribution practices.

  • Are all controlled documents reviewed and approved before issue?
  • Is the master document list current with latest revision levels identified?
  • Are obsolete documents removed from points of use or clearly marked?
  • Document control notes

Records Retention & Protection

Assess records storage, retrieval, and retention compliance.

  • Are quality records stored securely and protected from damage or loss?
  • Are retention periods defined and records disposed of per schedule?
  • Are electronic records backed up with recovery procedures tested?
  • Records retention notes

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Why Use This Document Control & Records Management Checklist [FREE PDF]?

This document control & records management checklist [free pdf] helps manufacturing & services teams maintain compliance and operational excellence. Designed for document controller professionals, this checklist covers 8 critical inspection points across 2 sections. Recommended frequency: quarterly.

Ensures compliance with ISO 9001:2015 Clause 7.5, ISO 9001:2015 Clause 4.4. Regulatory-aligned for audit readiness and inspection documentation.

Frequently Asked Questions

What does the Document Control & Records Management Checklist [FREE PDF] cover?

This checklist covers 8 inspection items across 2 sections: Document Approval & Distribution, Records Retention & Protection. It is designed for manufacturing & services operations and compliance.

How often should this checklist be completed?

This checklist should be completed quarterly. Each completion takes approximately 15-20 minutes.

Who should use this Document Control & Records Management Checklist [FREE PDF]?

This checklist is designed for Document Controller professionals in the manufacturing & services industry. It can be used for self-assessments, team audits, and regulatory compliance documentation.

Can I download this checklist as a PDF?

Yes, this checklist is available as a free PDF download. You can also use it digitally in the POPProbe mobile app for real-time data capture, photo documentation, and automatic reporting.

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