CODE:

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company PROCEDURES MANUAL Enter the consecutive and
logo version date
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scope of the procedures manual Page1 of 9

Insert company logo

COMPA
NY PROCEDURES MANUAL
NAME
 CODE:
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company PROCEDURES MANUAL Enter the consecutive and
logo version date
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scope of the procedures manual Page2 of 9

1. PRESENTATION

In this section, an introduction to the Procedures Manual and its nature should be made, since in
essence it is a document that compiles the procedures of the entire company or of a process or an
area, depending on its scope. It is advisable to mention the importance in the company and, if
possible, a letter from the manager in which he conveys the need to use it, to follow the procedures
that have been documented and to motivate continuous improvement and commitment to quality in
the organization.
 CODE:
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company PROCEDURES MANUAL Enter the consecutive and
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scope of the procedures manual Page3 of 9

2. GENERAL ASPECTS OF THE PROCEDURES MANUAL

This section contains the generalities of the procedures manual before stating the specific procedures,
according to the defined scope.

2.1 PURPOSE OF THE PROCEDURES MANUAL

Write the purpose or objective of this ENTIRE document, covering the procedures that comprise it.

2.2 GENERAL SCOPE OF THE PROCEDURES MANUAL

Write the limits or what processes or area this procedures manual will address

2.3 GENERAL CONDITIONS OF THE PROCEDURES MANUAL

Establish some conditions or general guidelines that will apply to any of the procedures described in
this manual, topics such as points of use, document management policy, general change control, etc.

2.4 CONTROL OF CHANGES TO THE GENERALITIES OF THE PROCEDURES MANUAL

This section must detail the information corresponding to subsequent changes made to the general
information of the manual, clarifying that each procedure that follows below has its own section for change
control.

Version Date Change made

3. DESCRIPTION OF AREA PROCEDURES

Starting from this section, the procedures that are documented according to the scope of this manual
are presented according to the template shown below.
 CODE:
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this procedure
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company PROCEDURES MANUAL Write the specific version
logo of this procedure
Write the name of the first procedure to document that corresponds
PAGES:
to the process, area or section according to the scope of this
Page4 of 9
manual

3.1 NAME OF THE PROCEDURE

3.1.1 Procedure Name: Enter the name of this procedure

3.1.2 Process from which it is derived: Write the process that gives rise to this procedure

3.2 PURPOSE AND SCOPE

The purpose and scope of the procedure to be documented is presented, details are specified such as to whom
or what processes the procedure applies, the time period is specified, etc.

3.3 DEFINITIONS

Definitions are the terms or glossary where meaning is given to the key terms or concepts that will be
presented within the Procedures Manual.

3.4 GENERAL PROVISIONS

The general provisions are specified, which are the necessary requirements so that the procedure can be
executed. These requirements may be personnel, raw materials, authorizations, previous activities, equipment
and tools, among others.

3.5 PROCEDURE DESCRIPTION

The following table can describe the procedure to be documented, starting with the activity which is written
starting with a verb in the infinitive such as plan, measure, prepare, among others. Then, each activity must be
classified using an “X” according to the component of the PHVA cycle to which it corresponds (Plan, do, verify or
act), then the documents and/or records that are necessary, whether external or internal, are recorded ( in the
case of documents), finally the person responsible for each activity must be registered.

You must append or remove as many rows as the number of activities in the procedure you are describing.

ID description of the activity Type of PHVA Document/Record Responsible

activity
 CODE:
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this procedure
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company PROCEDURES MANUAL Write the specific version
logo of this procedure
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PAGES:
to the process, area or section according to the scope of this
Page5 of 9
manual

Q h V T
O

1
0

1
1

1
2

1
3

1
4
 CODE:
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this procedure
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company PROCEDURES MANUAL Write the specific version
logo of this procedure
Write the name of the first procedure to document that corresponds
PAGES:
to the process, area or section according to the scope of this
Page6 of 9
manual

3.6 DOCUMENTS AND FORMATS GENERATED

The documents or formats necessary to leave records and evidence of the execution of the process are
presented in a table at the end of the document. The documents that support the process can also be stated.
Append as many rows as documents you described in section 4 of this document.

retention time (months)

Location (area or
Document/ In
Description Inactive section where active
record code Manageme
file documents reside)
nt File

3.7 CHANGE CONTROL

This section must detail the information corresponding to subsequent changes made to this document in order
to track and control the modifications that have been made.

Version Date Change made

3.8 SIGNATURES SECTION

Signature: Signature: Signature:

Elaborated: Revised: Approved:

Post: Post: Post:

 CODE:
Enter the company name Write the specific code for
this procedure
Insert VERSION.
company PROCEDURES MANUAL Write the specific version
logo of this procedure
Write the name of the first procedure to document that corresponds
PAGES:
to the process, area or section according to the scope of this
Page7 of 9
manual

To add another procedure start on the next page by inserting a “section break” so you can change the
name of the procedure in the header and continue the structure with section 3.2
 CODE:
CM-I-001
Insert
VERSION.
company NAME OF THE INSTRUCTION
25-10-2016
logo
PAGES:
Page8 of 9

Signature: Signature: Signature:

Elaborated: Revised: Approved:

Post: Post: Post:

1. RELATED PROCEDURE

In this space, write the name of the procedure for which this instruction has been developed.

2. PURPOSE AND SCOPE

The purpose and scope of the procedure to be documented is presented, details are specified such as to whom
or what processes the procedure applies, the time period is specified, etc.

3. DEFINITIONS

Definitions are the terms or glossary where meaning is given to the key terms or concepts that will be
presented within this instructions.

4. STEP BY STEP

With what
i Document/
That Who As When Where (machines/eq
d Record
uipment)

5. GRAPHICS/IMAGES/DRAWINGS/VIDEOS/URL

Insert here the corresponding visual aid for each activity described in the previous point
 CODE:
CM-I-001
Insert
VERSION.
company NAME OF THE INSTRUCTION
25-10-2016
logo
PAGES:
Page9 of 9

Activity (Id) Visual/audio aid

6. CHANGE CONTROL

This section must detail the information corresponding to subsequent changes made to this document in order
to track and control the modifications that have been made.

Version Date Change made