Document review and approval skills matrix template

Overview Copied

With our free document review and approval skills matrix template, you will receive a clear overview of the skills that are present in your organization, as well as those that are missing. Using this information, you can develop and implement a plan to ensure that your employees’ skills are up to date, comprehensive, compliant, and ready for the future.

Document control and version management

• Managing document revisions and ensuring proper version control for manufacturing documents
• Tracking and maintaining records of changes made to key manufacturing documents
• Ensuring the correct distribution of updated documents to relevant teams
• Implementing document approval workflows to ensure compliance and accountability
• Archiving and retrieving obsolete documents in accordance with company policies

Technical document review

• Reviewing technical specifications for accuracy and completeness in product designs
• Ensuring manufacturing process documents meet regulatory and safety standards
• Checking that all technical instructions are clear and understandable for production teams
• Verifying that design changes are properly reflected in production documents
• Identifying inconsistencies, errors, or gaps in technical documentation before approval

Compliance and regulatory alignment

• Ensuring all documents comply with industry-specific regulations (e.g., ISO, FDA, OSHA)
• Reviewing and approving documents for compliance with environmental and safety regulations
• Verifying that SOPs (Standard Operating Procedures) align with regulatory requirements
• Maintaining up-to-date knowledge of relevant regulations and ensuring documents reflect any changes
• Preparing documents for audits and ensuring all documentation is complete and accurate

Approval process management

• Coordinating document review and approval processes with relevant stakeholders
• Implementing digital approval workflows for faster and more efficient document sign-off
• Ensuring clear communication between teams during the document approval process
• Documenting approval decisions and maintaining approval history for audit trails
• Handling escalations and bottlenecks in the document approval process to ensure timely completion

Related skills Copied

Document Control: This skill involves establishing and maintaining document control processes to ensure proper review, approval, distribution, and archiving of documents. Proficiency in document control can be demonstrated by achieving the Certified Document Controller (CDC) certification offered by the Association for Information and Image Management (AIIM), which validates expertise in document management principles and practices.

Regulatory Compliance: The ability to review and approve documents in accordance with regulatory requirements, industry standards, and organizational policies. The Certified Regulatory Compliance Manager (CRCM) certification, offered by the Compliance Certification Board (CCB), demonstrates expertise in regulatory compliance, including document review and approval processes.

Document Review Techniques: Proficiency in applying effective techniques for document review, including attention to detail, accuracy, and adherence to prescribed formats and guidelines. The Certified Quality Technician (CQT) certification from the American Society for Quality (ASQ) validates expertise in quality control techniques, including document review and inspection.

Quality Assurance: This skill involves ensuring that documents meet quality standards, accuracy, and completeness. The Certified Quality Auditor (CQA) certification from ASQ validates expertise in auditing quality management systems, including document review and assessment of compliance with regulatory requirements.

Document Change Management: The ability to manage document change processes, including version control, tracking revisions, and maintaining a documented history of changes. Demonstrating proficiency in document change management can be highlighted by obtaining the Certified Manager of Quality/Organizational Excellence (CMQ/OE) certification from ASQ, which includes knowledge of quality management principles and change management methodologies.

Benefits Copied

Skills management software is important in document review and approval to allocate experts in document control, regulatory compliance, quality assurance, change control, and technical writing, ensuring accurate and timely document review and approval processes.

Download the free Excel Document review and approval skills matrix template Copied

We also have a free Excel template available that you can download if you are not ready to get started with AG5. To download it, please complete this form here.

Author Copied

Wais

With a decade of experience, Wais leads our Customer Success team, providing exceptional customer experiences at AG5. Find him cooking a feast or hosting his podcasts in his spare time.

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