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Standardized the • way things are done, reducing variability and making it easier to solve problemsFostered continual • improvement as an institutionalized core value, and provided a pla

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Cracking the Case of ISO 9001:2008 for Service

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ISO 9001:2008 Explained, Third Edition

Charles A Cianfrani, John E (Jack) West, and Joseph J Tsiakals

ISO 9001:2008 Explained, Third Edition (Spanish)

Charles A Cianfrani, John E (Jack) West, and Joseph J Tsiakals

Cracking the Case of ISO 9001:2008 for Manufacturing

John E (Jack) West and Charles A Cianfrani

The ASQ ISO 9000:2000 Handbook

Charles A Cianfrani, John E (Jack) West, and Joseph J Tsiakals

ISO 9001:2008 Internal Audits Made Easy: Tools, Techniques and Step-By-Step

Guidelines for Successful Internal Audits, Second Edition

Ann W Phillips

How to Audit the Process-Based QMS

Dennis R Arter, John E (Jack) West, and Charles A Cianfrani

Unlocking the Power of Your QMS: Keys to Business Performance Improvement

John E (Jack) West and Charles A Cianfrani

The ASQ Auditing Handbook, Third Edition

J.P Russell, editing director

Quality Audits for Improved Performance, Third Edition

Dennis R Arter

The Quality Toolbox, Second Edition

Nancy R Tague

Mapping Work Processes, Second Edition

Bjørn Andersen, Tom Fagerhaug, Bjørnar Henriksen, and Lars E Onsøyen

Lean Kaizen: A Simplified Approach to Process Improvements

George Alukal and Anthony Manos

Root Cause Analysis: Simplified Tools and Techniques, Second Edition

Bjørn Andersen and Tom Fagerhaug

The Certified Manager of Quality/Organizational Excellence Handbook, Third Edition

Russell T Westcott, editor

To request a complimentary catalog of ASQ Quality Press publications, call

800-248-1946, or visit our Web site at http://www.asq.org/quality-press.

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Cracking the Case of ISO 9001:2008 for Service

A Simple Guide to Implementing Quality Management in Service Organizations Second Edition

Charles A Cianfrani and John E (Jack) West

ASQ Quality PressMilwaukee, Wisconsin

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© 2010 by American Society for Quality

All rights reserved Published 2009

Printed in the United States of America

12 11 10 09 08 07 06 5 4 3 2 1

Library of Congress Cataloging-in-Publication Data

Cianfrani, Charles A.

Cracking the case of ISO 9001:2008 for service : a simple guide to implementing

quality management in service organizations / Charles A Cianfrani and John E

(Jack) West — 2nd ed.

p cm.

Originally published under title: Cracking the case of ISO 9001:2000 for service.

Includes bibliographical references and index.

ISBN 978-0-87389-762-4 (alk paper)

1 Quality control—Standards 2 ISO 9001 Standard I West, Jack, 1944– II

Cianfrani, Charles A Cracking the case of ISO 9001:2000 for service III Title.

TS156.C73 2009

658.4’013—dc22

2009043600

No part of this book may be reproduced in any form or by any means, electronic,

mechanical, photocopying, recording, or otherwise, without the prior written permission

of the publisher.

Publisher: William A Tony Acquisitions Editor: Matt Meinholz

Project Editor: Paul O’Mara Production Administrator: Randall Benson

ASQ Mission: The American Society for Quality advances individual, organizational, and

community excellence worldwide through learning, quality improvement, and knowledge

exchange.

Attention Bookstores, Wholesalers, Schools, and Corporations: ASQ Quality Press books,

videotapes, audiotapes, and software are available at quantity discounts with bulk

purchases for business, educational, or instructional use For information, please contact

ASQ Quality Press at 800-248-1946, or write to ASQ Quality Press, P.O Box 3005,

Milwaukee, WI 53201-3005 To place orders or to request a free copy of the

ASQ Quality Press Publications Catalog, including ASQ membership information, call

800-248-1946 Visit our Web site at www asq.org or http://www.asq.org/quality-press.

Printed on acid-free paper

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Contents

Chapter 1 Why Do ISO 9001:2008? 1

Chapter 2 Principles and Key Concepts 5

Quality Management Principles 5

Customers—Customer Focus and Measuring Satisfaction 7

Process Approach—Activities, Process Management, and the System Approach to Management 9

Alignment—Quality Objectives, Process Measurement, and Communications 12

Continual Improvement 13

Process Control to Facilitate Learning, Innovation, and Improvement 14

Leadership and Involvement at All Levels 15

Chapter 3 Implementing ISO 9001:2008 17

Introduction 17

Changes in ISO 9001:2008 from ISO 9001:2000 18

1 Scope 21

1.1 General 21

1.2 Application 21

2 Normative Reference 23

3 Terms and Definitions 23

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4.1 General Requirements 24

4.2 Documentation Requirements 27

4.2.1 General 27

4.2.2 Quality Manual 29

4.2.3 Control of Documents 30

4.2.4 Control of Records 32

5.1 Management Commitment 35

5.2 Customer Focus 38

5.3 Quality Policy 39

5.4.1 Quality Objectives 41

5.4.2 Quality Management System Planning 43

5.5.1 Responsibility and Authority 45

5.5.2 Management Representative 46

5.5.3 Internal Communication 48

5.6 Management Review 50

5.6.1 General 50

5.6.2 Review Input 52

5.6.3 Review Output 54

6.1 Provision of Resources 56

6.2 Human Resources 58

6.2.1 General 58

6.2.2 Competence, Awareness and Training 60

6.3 Infrastructure 62

6.4 Work Environment 63

7.1 Planning of Product Realization 65

7.2.1 Determination of Requirements Related to the Product 68

7.2.2 Review of Requirements Related to the Product 70

7.2.3 Customer Communication 73

7.3 Design and Development 74

7.3.1 Design and Development Planning 74

7.3.2 Design and Development Inputs 76

7.3.3 Design and Development Outputs 79

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7.3.4 Design and Development Review 81

7.3.5 Design and Development Verification 83

7.3.6 Design and Development Validation 85

7.3.7 Control of Design and Development Changes 87

7.4.1 Purchasing Process 88

7.4.2 Purchasing Information 90

7.4.3 Verification of Purchased Product 92

7.5.1 Control of Production and Service Provision 94

7.5.2 Validation of Processes for Production and Service Provision 98

7.5.3 Identification and Traceability 100

7.5.4 Customer Property 102

7.5.5 Preservation of Product 104

7.6 Control of Monitoring and Measuring Devices 106

8 Measurement, Analysis and Improvement 111

8.1 General 111

8.2 Monitoring and Measurement 114

8.2.1 Customer Satisfaction 114

8.2.2 Internal Audit 117

8.2.3 Monitoring and Measurement of Processes 121

8.2.4 Monitoring and Measurement of Product 123

8.3 Control of Nonconforming Product 126

8.4 Analysis of Data 129

8.5 Improvement 132

8.5.1 Continual Improvement 132

8.5.2 Corrective Action 133

8.5.3 Preventive Action 136

Chapter 4 Tools 139

Tools Discussed in This Section 139

Tool 1: Flowchart 140

Tool 2: Process Mapping 144

Tool 3: Brainstorming 148

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Tool 4: Gantt Chart 150

Tool 5: Run or Trend Chart 153

Tool 6: Histogram 156

Tool 7: Pareto Chart 160

Tool 8: Failure Modes and Effects Analysis 162

Tool 9: Sampling Inspection 165

Tool 10: Cause-and-Effect Diagram (Fishbone/Ishikawa Diagram) 172

Tool 11: Problem Solving 176

Tool 12: How to Conduct an Improvement Project 178

Glossary 183

Additional Reading 199

Index 201

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ISO 9001:2008 provides a model for quality management

While no such model is perfect, this one has proven to be applicable to virtually all sizes of organizations, in every marketplace, and for every product category throughout the

world for over 20 years

Why has ISO 9001 become the world’s most used dard? Why has it achieved such widespread acceptance and

stan-use? Certainly not because of the elegance of the text in the

standard, for this writing is among the dullest, most boring

prose the human mind and hand have ever crafted The ISO

9001 standard has survived and flourished because it adds

value to how organizations are managed, from the viewpoint

of both managers and workers

Workers like ISO 9001 because it makes life simpler In an ISO 9001 system, workers have:

A better understanding of what to do and how to do it

• The ability to ensure that their work meets

• requirements

Chapter 1

Why Do ISO 9001:2008?

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The ability to adjust processes when results are not

nonthreatening manner by focusing on process issues

An environment where they are not blamed for issues

that can be resolved only by managersMiddle managers have embraced ISO 9001 because it has

contributed to better control of processes and has resulted

in a higher level of consistency throughout the organization

Middle managers find that ISO 9001 has:

Made it easier to manage using facts and data rather

than opinionsEnhanced communication throughout the organization

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Standardized the

• way things are done, reducing variability and making it easier

to solve problemsFostered continual

• improvement as an institutionalized core value, and provided a platform for mov-ing to performance excellenceTop managers find that adopting a formal ISO 9001 quality

management system (QMS) helps the organization focus on

meeting objectives Top managers find that ISO 9001 has:

Improved their organization’s ability to fully understand

• and meet customer requirements in a consistent manner

Brought greater clarity to the goals and objectives of

• the organizationHelped align all employees and processes to meet

• objectivesImproved bottom-line performance by enhancing

• revenue and reducing costs, created a competi-tive advantage in some markets, and enabled their organizations to compete in markets where most other potential suppliers are registered

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Perhaps the most important reason for doing ISO 9001 is

survival In these times of uncertainty, people are concerned

about protecting their jobs

All of these reasons for embracing ISO 9001:2008 can

be reduced to a single effect: It facilitates quality

improve-ment And quality improvement has two positive impacts on

If an organization does not have a foundation of

uncompro-mising integrity, adventures into the world of performance

excellence or attempts to sustain improvement programs are

futile exercises The requirements of ISO 9001 can be used to

create a foundation upon which a successful organization can

be built They may not be sexy or exciting, but unless they are

performed consistently and well, an organization will not

pros-per and may not survive in the contemporary marketplace

This guide is intended to help everyone in an organization

participate in creating and sustaining a foundation of integrity,

and meeting requirements and customer expectations to the

advantage of everyone in the organization and to each of its

customers

Charlie Cianfranicianfranic@aol.comJack Westjwest92144@aol.com

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This chapter describes the eight quality management

principles that were used as the basis for the ment of ISO 9001:2008 It also discusses several key concepts that are important to fully understand

develop-QUALITY MANAGEMENT PRINCIPLES

The eight quality management principles were a key input in the

development of ISO 9001:2008 The principles may be found in

clause 0.2 of ISO 9000:2005, which is quoted as follows:

To lead and operate an organization fully, it is necessary to direct and control it in a systematic and transparent manner Success can result from implementing and maintaining a man- agement system that is designed to continually improve performance while addressing the needs

success-of all interested parties Managing an tion encompasses quality management amongst other management disciplines.

organiza-Chapter 2

Principles and Key Concepts

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Eight quality management principles have been identified that can be used by top management in order to lead the organization towards improved performance.

a Customer focus Organizations depend

on their customers and therefore should understand current and future customer needs, should meet customer requirements and strive to exceed customer expectations.

b Leadership Leaders establish unity of purpose and direction of the organization They should create and maintain the internal environment

in which people can become fully involved in achieving the organization’s objectives.

c Involvement of people People at all levels are the essence of an organization and their full involvement enables their abilities to be used for the organization’s benefit.

d Process approach A desired result is achieved more efficiently when activities and related resources are managed as a process.

e System approach to management ing, understanding and managing inter- related processes as a system contributes

Identify-to the organization’s effectiveness and efficiency in achieving its objectives.

f Continual improvement Continual ment of the organization’s overall perfor-

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improve-mance should be a permanent objective of the organization.

g Factual approach to decision making tive decisions are based on the analysis of data and information.

Effec-h Mutually beneficial supplier relationships An organization and its suppliers are interdepen- dent and a mutually beneficial relationship enhances the ability of both to create value.

These eight quality management principles form the basis for the quality management system stan- dards within the ISO 9000 family (Source: ANSI/

ISO/ASQ Q9000-2005)More details on using the principles and the benefits of using

each can be found on the ISO Web site at http://www.iso.ch/

iso/en/iso900014000/iso9000/qmp.html

CUSTOMERS—CUSTOMER FOCUS AND MEASURING SATISFACTION

The purpose of ISO 9001 is to achieve customer satisfaction by

meeting customer requirements While meeting requirements

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and preventing nonconformities have been fundamental to

ISO 9001 since its initial issue in 1987, ISO 9001:2008

contin-ues the enhanced emphasis on customers There are key things

an organization needs to understand and implement that are

related to customer focus:

Top management is required (clause 5.1) to

The quality policy is required (clause 5.3) to contain

Customer feedback is required (clause 5.6.2) as an input

to the management review process, and improvement

of services offered related to requirements is a required management review output (clause 5.6.3)

Resources are required (clause 6.1) to “ enhance

cus-•

tomer satisfaction by meeting customer requirements.”

Customer requirements are the key input to product

realization Processes are required to determine

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(clause 7.2.1) and review (clause 7.2.2) those tomer requirements.

cus-Processes are required (clause 7.2.3) for

communica-• tions with customers

Monitoring of information related to customer

percep-• tion is required (clause 8.2.1)

Understanding this focus on the customer is critical to

imple-mentation of an effective ISO 9001 quality management system

The organization needs to carefully think about the interrelated

processes that are needed to meet the ISO 9001 requirements

in a way that will enhance customer satisfaction

PROCESS APPROACH—ACTIVITIES, PROCESS MANAGEMENT, AND THE SYSTEM APPROACH TO MANAGEMENT

Of particular importance among the eight quality management

principles are “system approach to management” and

“pro-cess approach.” People in any organization perform

activi-ties These activities are interrelated The process approach

involves managing the interrelated activities and associated

resources together to achieve a particular output

Process

Activity Activity

Activity

Outputs Inputs

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The system approach to management is basic to ISO

9001:2008 It encourages organizations to link interrelated

value-adding processes This linked system of processes results

in the outputs that go to customers Thus, the quality

manage-ment system needs to be composed of interrelated processes

Clause 0.2 of ISO 9001:2008 describes this concept of a system

of processes within an organization

This approach is easy to implement and has many

It helps the organization focus on what is important to

It encourages continual improvement, since any gaps

between customer requirements and process mance are highlighted—quantitatively—and can be targeted for improvement efforts

perfor-It directly supports the principles of “leadership” and

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In summary, the process approach is very generic and applicable

to all sectors and sizes of organizations It helps create value by

managing horizontally across functional departments, thereby

reducing quality problems that typically occur between

depart-ments And by tying key indicators of process performance to

customer needs and supplier performance, it focuses on what

is important to customers It also strongly encourages continual

improvement since it helps identify gaps between customer

requirements and process performance Finally, it involves

everyone and every level of the organization in meeting

require-ments, customer satisfaction, and continual improvement

The ISO committee responsible for the ISO 9000 family of

standards has developed additional guidance on the process

approach As of July 2009, N 544R3—ISO 9000 Introduction and

Support Package: Guidance on the Concept and Use of the

Pro-cess Approach for management systems was available as a free

download at http://www.bsi.org.uk/iso-tc176-sc2

ALIGNMENT—QUALITY OBJECTIVES, PROCESS

MEASUREMENT, AND COMMUNICATIONS

ISO 9001:2008 requires that quality objectives be measurable

and aligned with the quality policy It also requires that the

measurable objectives be deployed

The intent of this requirement is to ensure that

respon-sibility and authority for key dimensions of the quality

man-agement system are understood and deployed throughout the

organization with the involvement of top management

Ensur-ing that objectives are measurable is intended to enhance

improvement

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Clause 5.4.2 requires that the quality management system

be planned so that it meets the quality objectives This means

that the processes of the organization need to be operated,

monitored, and measured with the organization’s objectives

in mind Clause 8.2.3 requires that processes be measured

where applicable It makes sense to measure the processes

that are key to achieving the organization’s quality objectives

Objectives should be related to monitoring and measurement

of the processes of the organization Developing and

imple-menting a process to address the establishment and

deploy-ment across the organization of measurable objectives that are

aligned with the quality policy and truly drive the effectiveness of

the quality management system is an ongoing and challenging

task, but it can be one of the major keys to success

Properly deployed objectives with aligned process sures are important Communication is also needed to

mea-ensure that the organization’s people understand

require-ments (clauses 5.1, 5.2, and 5.5.2) and receive input on the

effectiveness of the system (clause 5.5.3)

CONTINUAL IMPROVEMENT

ISO 9001:2008 has a clear requirement for continual

improve-ment of quality manageimprove-ment system effectiveness

Sustain-able improvement of system effectiveness is accomplished by

improving the processes of the system Clause 8.5.1 describes

an improvement system that includes at a minimum:

Setting a quality policy with a commitment to continual

• improvement of the effectiveness of the quality man-agement system (clause 5.3)

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Establishing and deploying measurable objectives at

the relevant levels and functions of the organization

The objectives must be set with the commitment to improvement in mind (clauses 5.1 and 5.4.1)

Collecting data (clause 8.4)

Taking corrective action by eliminating the causes of

PROCESS CONTROL TO FACILITATE LEARNING,

INNOVATION, AND IMPROVEMENT

Many of the requirements of ISO 9001 involve the concept

that work is to be performed under controlled conditions This

concept is found throughout clause 7 and is best described in

clause 7.5.1 Control of processes implies low variability,

con-sistency of process performance, and conformity of product

and process to customer and internal requirements

Designing process controls is critical to success of the

quality management system If done wrong, the controls can

stifle positive changes and continual improvement But if the

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controls are properly integrated into the organization’s

pro-cesses, they can become important facilitators of learning,

innovation, and improvement It is not a matter of “balancing”

control with learning, innovation, and change Rather, it is a

matter of developing controls so that they will promote

learn-ing, innovation, and improvement When a control is being

designed and implemented, always ask the question, how

will the control facilitate learning, innovation, and continual

ISO 9001:2008 continues to emphasize the role of top

man-agement There are specific activities in which top managers

need to be involved Top management is required to:

Communicate the importance of meeting customer

• requirementsCreate and maintain awareness of quality policy

• Ensure that there are processes to determine and meet

• customer requirementsEstablish measurable quality objectives at relevant

• levels in the organization

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Ensure that the quality management system is planned

Clause 5.5.2 requires appointment of a representative of the

organization’s management to spearhead the establishment,

implementation, and maintenance of the quality management

system The importance of this appointment cannot be

over-emphasized This person needs to be able to work well with

top managers as well as with people at all other levels in the

organization

All People in the Organization

Everyone has a role in the deployment of a quality

man-agement system that conforms to the requirements of ISO

9001:2008 Some people are involved every hour of every

day Others may have periodic involvement For a few people,

involvement may be indirect or infrequent A key role of top

managers, supervisors, and the management representative

is to find ways to get and keep everyone in the organization

involved in the efficient and effective implementation and

improvement of the quality management system

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INTRODUCTION

This chapter provides a simplified explanation of the

require-ments of each subclause of ISO 9001:2008, why it is required,

tips for implementation, and questions to ask The format for

the explanations is as follows:

What Is the Requirement? Provides a brief description

of each requirement of ISO 9001:2008

Why Do It? Gives a brief description from an

organiza-tional and management perspective of why the ment should be addressed

require-Implementation Tips Provides tips for your

consider-ation as you develop processes to meet the requirements

In some cases, tools are referenced by an icon in the margin These tools are described in Chapter 4

The number of the tool is given in the icon

Questions to Ask Yourself Asks questions that should

be answered during implementation and auditing to ISO 9001:2008

Chapter 3

Implementing ISO 9001:2008

1

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CHANGES IN ISO 9001:2008 FROM ISO 9001:2000

Before providing an explanation of the requirements of

each subclause of ISO 9001:2008, a brief summation of the

changes in ISO 9001 that occurred between the 2000

edi-tion and the 2008 ediedi-tion is presented The summaedi-tion is not

intended to be exhaustive, but rather to provide for those who

have worked with ISO 9001:2000 an overview of the kinds of

changes that were made

The 2008 edition of ISO 9001 was targeted to provide

clari-fications of the existing requirements of ISO 9001:2000 and to

improve consistency with the ISO 14001:2004

environmen-tal standard Several wording changes were made to clarify

the intent of the standard, and some text was restructured to

enhance ease of understanding It was not intended that the

changes in 2008 would create new requirements or expand

existing requirements

From a practical point of view, if an organization was

com-plying with the intent and spirit of ISO 9001:2000, then

dem-onstrating compliance with ISO 9001:2008 will require little or

no additional actions

A few of the kinds of changes that have been made in

clauses 4 through 8 that we consider of interest or significance

are indicated in the following table This is not a listing of all

the changes between ISO 9001:2000 and ISO 9001:2008 A

more comprehensive indication of the changes can be found

in our book ISO 9001:2008 Explained in the chapters that

explain the content of each clause

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Requirement to defi ne the type and extent of controls 4.1 note 2,

note 3

Added notes Clarifi es what is an

out-sourced process and the controls needed for such processes

5.5.2 Clarifi es who can be the

management tive for an organization

representa-It is now clear that the management representa- tive must be a member of the management of the organization 6.2.1 Clarifi es the applicability

of competence ments

require-A broader view that tence is required of person- nel who can indirectly affect conformity of product to requirements 7.5.4 To emphasize the

compe-requirement to report to

a customer if customer equipment is lost or other- wise unsuitable for use

Clarifi es the requirement

to communicate lost or damaged customer equip- ment to the customer

7.6 Note added regarding

software used in tion activities

calibra-Clearly states the need

to confi rm the ability of software to perform its intend function 8.2.2 Clearer requirement for

a procedure for planning and conducting audits and the requirement for audit records and for correction and corrective action

This change is a rewording

of the 2000 standard requirements with emphasis

on the need for records and the clarifi cation that both correction and corrective action are required

( Continued )

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0 Introduction

ISO 9001:2008

1 Scope

2 Normative reference

3 Terms and definitions

4 Quality management system

5 Management responsibility

6 Resource management

7 Product realization

8 Measurement, analysis and improvement

Clause

8.2.3 Note added to guide what

to consider when mining suitable methods

deter-The note clarifi es the cept of suitable methods

con-8.3 Wording change to more

clearly indicate the ment for a documented procedure, and words added to address taking action after delivery

require-It is now clear that a documented procedure is required, as well as taking action after delivery of nonconforming product

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1 SCOPE 1.1 GENERAL 1.2 APPLICATION

What Is the Requirement?

Clause 1.1 describes the scope of ISO 9001 ISO 9001:2008

is comprehensive in that it applies to all quality management

system processes from the identification of requirements to

the delivery and addressing of customer satisfaction It is

use-ful for demonstrating the ability of an organization to

consis-tently meet customer requirements for services The scope

makes it clear that an ISO 9001:2008–compliant quality

man-agement system is aimed at achieving customer satisfaction

by meeting requirements

Clause 1.2 deals with limiting the scope of the tion’s quality management system It provides that where any

organiza-requirements of clause 7 in the standard cannot be applied

due to the nature of an organization and the services it

pro-vides, they can be considered for exclusion Where exclusions

are made, claims of conformity to this International Standard

are not acceptable unless these exclusions are limited to

requirements in clause 7 and such exclusions do not affect

the organization’s ability, or responsibility, to provide service

that meets customer and applicable regulatory

require-ments In ISO 9001:2008, “regulatory requirements” has

been changed to “statutory and regulatory requirements” to

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ensure understanding that written laws (“statutes”) must be

considered as well as regulations

Why Do It?

To have an effective quality management system

focused on meeting customer requirements

To demonstrate the quality management system

cation for each

Questions to Ask Yourself

Does the quality manual include the scope of the

quality management system, including details of and justification for all exclusions taken under clause 1.2?

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Are exclusions appropriate and do they meet the

• criteria described in clause 1.2?

Does your quality management system ensure that you

• consistently meet customer requirements for service?

2 NORMATIVE REFERENCE

3 TERMS AND DEFINITIONS

What Is the Requirement?

The only normative reference in ISO 9001:2008 is ISO

9000:2005 Clause 3 of ISO 9000 contains the terms and

defi-nitions used in the ISO 9000 family When a term defined in ISO

9000 is used in ISO 9001, the ISO 9000 definition becomes

part of the requirements Annex A of ISO 9000 provides concept

diagrams showing how the various terms relate to one another

Annex A is informative and not part of the requirements

ISO 9000:2005 defines a “product” as the “result of a cess.” Certainly by this definition a “service” can be consid-

pro-ered a “product.” Clause 3 of ISO 9001:2008 points out that

in the text of ISO 9001:2005, “wherever the term ‘product’

occurs, it can also mean ‘service.’” In this pocket guide, the

term “service” is normally used instead of “product.”

Why Do It?

Clause 2 of ISO 9000:2005 on the fundamentals of

• quality management systems provides understanding

of basic concepts

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Definitions help the ISO 9001 user better understand

Question to Ask Yourself

Have you obtained a copy of ISO 9000:2005

What Is the Requirement?

The organization must establish, implement, and document

a quality management system In order to do this, the

pro-cesses of the system must be identified and their sequence

and interaction understood The criteria to effectively

man-age, operate, monitor, measure where applicable, analyze,

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and control the processes must be determined “Where

applicable” was added in ISO 9001:2008 to recognize that

sometimes measurement may not apply Resources must be

made available to operate, monitor, measure, and improve

the processes It is also necessary to provide for control of

any processes that are outsourced

Why Do It?

To ensure that activities and necessary resources are

• managed effectively

To understand and control the processes so that they

• are managed effectively

To ensure that all requirements are met

To consistently provide products that meet

• requirements

To continually improve the effectiveness of the quality

• management system by improving its processes

Implementation Tips

Identify your processes

• Identify inputs and outputs for each process

• Decide how to measure inputs, outputs, and/or

• process parametersCreate process maps for key processes

• Use relationship diagrams to show the interactions

of the processes

3 2

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Develop a flowchart of the process

• Link process measures to your quality objectives

• Strive for simplicity

Questions to Ask Yourself

Have the processes needed for quality management

monitoring of the processes?

Are processes measured, monitored, and analyzed,

mented where appropriate?

Is the quality management system established,

the services being provided been identified?

Has provision been made to ensure control of quality

management system processes that are outsourced?

1

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4.2 DOCUMENTATION REQUIREMENTS

4.2.1 GENERAL

What Is the Requirement?

Documentation of the quality management system must

include a quality manual, the quality policy, the quality

objec-tives, the six documented procedures specifically called out

in ISO 9001, and other documents needed to effectively plan,

operate, and control the organization’s processes The

docu-mentation also needs to include the records called out in the

various clauses of ISO 9001

Implementation Tips

Identify the processes and interactions first (see

• clause 4.1)Simple processes with competent workers

• and simple interactions may not need to be documented

Use process maps

2

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Questions to Ask Yourself

Have the processes needed for quality management

been identified?

Are the quality policy and quality objectives

docu-•

mented and controlled?

Are the procedures required by ISO 9001:2008

monitoring of the processes?

Are processes measured as appropriate, monitored,

management system processes that are outsourced?

In determining the extent of documentation, has

con-•

sideration been given to the size of the organization, the complexity of processes, and the skills, training, and competence of your personnel?

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4.2.2 QUALITY MANUAL

What Is the Requirement?

The quality manual provides a basic description of the

qual-ity management system It must describe the scope of the

quality management system and include the justification for

exclusions from clause 7 that the organization has found

appropriate The quality manual either includes or references

the documented procedures established for the quality

man-agement system The manual must describe the interactions

among the processes of the system

Why Do It?

To ensure consistent understanding of the overall

• quality management system among members of the organization

To ensure consistent understanding of the overall

qual-• ity management system among customers and other interested parties

To describe the basic commitments of the organization

• that are related to the quality management system

To provide a baseline for auditing the quality

manage-• ment system

Implementation Tips

Use diagrams to show process interactions

• Keep the quality manual short, simple, and structured

in the same manner in which the organization works

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Describe basics of processes in the quality manual; put

details in documented procedures or work instructions

Questions to Ask Yourself

Does the quality manual describe the interaction of

processes in the quality management system?

Does the quality manual either include or reference the

What Is the Requirement?

Quality management system documents require control

Con-trol of documents is one of the six processes that require a

documented procedure Control of each document starts with

an approval process to ensure adequacy before it is issued

There is a requirement that relevant versions of applicable

documents be available where they need to be used and that

both changes and the current revision status of each

ment be identified The process must ensure that the

docu-ments remain legible and identifiable Docudocu-ments need to be

reviewed and updated as necessary In cases where obsolete

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