Document Types and Their Use

What Type of Document Do I Need to Write?

Writing a document may sound easy, but it is really very complex. Documentation strategies are designed to reduce complexity, prioritize Key Control Processes, reflect a common Process Architecture; (ITIL and CobiT frameworks), and above all else, represent REAL Functions and REAL activities.

Factors that influence the type of document that we write are:

• Sustainability, how often detail within the process will change and
• "High Level not Vague" Achieving the Highest Level of information possible before document details become formless, blurry or vague

Forms and Templates sample list.

Process documentation is designed for a specific layer of abstraction. Process engineering works with the document author to select a template that meets the writer's minimal requirements.

Guided writing is a process that facilitates creating consistent standard quality documentation. Writing takes many forms, each best suited to serve a different purpose. The following sections explain the different types of templates or writing guides, including application interface, word templates, and diagrams.

Getting Started:

Prior to creating a procedure, persons are asked to review available formats for documentation. Once the type and topic for documentation is established, Process Engineering is available to review and validate the intended process. Process Engineering catalogs corporation documentation and is able to prevent wasted or duplicated documentation efforts.

How: Send notice of intention to create documentation to This email address is being protected from spambots. You need JavaScript enabled to view it.. The following details provide notice to the Process Librarian of an intended process product. This request minimally requires the following information:

New Object Support Request

For each intended process object, please fill in the section below. Please copy the questions for each title.

1. Is this a Process, Work Procedures, a Policy, a Program Definition or a Form?
2. Management or Department Function:
3. Title:
4. Owner:
5. Purpose:
6. Affirmation Team:
7. Associated Key Control:

The Process Team will select a template or document format and refine the title and scope to best align the output with existing process architecture and requirements. Templates exist in the template folder for each functional area. A master file of business templates can be found in\\...\PAL\Templates. A comprehensive list of approved templates is in Facilitated Compliance Management, located in the Forms and Templates Section.