Management system policies and records
Browse policies, audit plans, review records and procedures for managing scope, responsibilities and improvement.
Define the management system's scope, responsibilities, policies, objectives, reviews, and improvement work.
Open Organization templates in Sorena AI to search these titles and read the current template. The in-app catalog shows available revisions and withdrawn records. This title reference was reviewed on 27 October 2026.
The kind column identifies the starting content each entry creates. Review and adapt documents before use. Evidence requests describe records your organization needs to supply. See template kinds if you need help choosing between a document, evidence folder, and timeline.
Communication
| Template title | Kind |
|---|---|
| Communication records evidence package | Evidence folder |
| Communication guide for staff | Guideline |
| Communication plan | Plan |
| Internal and external communication procedure | Procedure |
| Communication contacts and enquiries register | Register |
Organizational context and interested parties
| Template title | Kind |
|---|---|
| Environmental conditions evidence package | Evidence folder |
| Context and interested party review procedure | Procedure |
| Context issues and interested parties register | Register |
Continual improvement
| Template title | Kind |
|---|---|
| Continual improvement plan | Plan |
| Improvement project charter | Plan |
| Improvement management procedure | Procedure |
| Improvement register | Register |
Control of documents and records
| Template title | Kind |
|---|---|
| Document management system export | Evidence folder |
| Document and record control procedure | Procedure |
| Controlled document register | Register |
| Document format and control standard | Standard |
Governance and leadership
| Template title | Kind |
|---|---|
| Governance policy | Policy |
| Information security policy | Policy |
| Data governance policy | Policy |
| Quality policy | Policy |
| Environmental policy | Policy |
| Artificial intelligence policy | Policy |
| Governance roles and accountability standard | Standard |
| Leadership role assignment and oversight procedure | Procedure |
| Management system governance guide | Guideline |
| Governance and leadership plan | Plan |
| Roles, authorities and responsibilities register | Register |
| Internal control accountability and performance procedure | Procedure |
Internal audits
| Template title | Kind |
|---|---|
| Internal audit evidence request | Evidence folder |
| Internal audit practice guide | Guideline |
| Internal audit programme and schedule | Plan |
| Internal audit procedure | Procedure |
| Auditor and audit resource register | Register |
| Internal audit results | Register |
Internal control monitoring
| Template title | Kind |
|---|---|
| Control monitoring evidence request | Evidence folder |
| Internal control monitoring procedure | Procedure |
| Internal control monitoring plan | Plan |
| Internal control monitoring register | Register |
Management review
| Template title | Kind |
|---|---|
| Management review procedure | Procedure |
| Management review outcomes | Register |
Handling nonconformities and corrective action
| Template title | Kind |
|---|---|
| Nonconformity and corrective action evidence request | Evidence folder |
| Nonconformity and corrective action procedure | Procedure |
| Nonconformity and corrective action register | Register |
Objectives and performance
| Template title | Kind |
|---|---|
| Objectives and performance evidence request | Evidence folder |
| Objective achievement plan | Plan |
| Monitoring and measurement procedure | Procedure |
| Objectives and targets | Register |
| Performance indicator register | Register |
Policy management
| Template title | Kind |
|---|---|
| Policy lifecycle management procedure | Procedure |
| Policy library register | Register |
Privacy and personal data protection
| Template title | Kind |
|---|---|
| Privacy and personal data protection policy | Policy |
Process approach and operational control
| Template title | Kind |
|---|---|
| Guide to mapping and managing processes | Guideline |
| Process definition and control procedure | Procedure |
| Process register | Register |
| Process documentation and execution evidence | Evidence folder |
Product cybersecurity policy
| Template title | Kind |
|---|---|
| Product security policy | Policy |
Risk assessment, treatment and acceptance
| Template title | Kind |
|---|---|
| Risk appetite policy | Policy |
| Risk criteria standard | Standard |
| Risk assessment procedure | Procedure |
| Risks and opportunities register | Register |
| Risk supporting information register | Register |
| Risk treatment procedure | Procedure |
| Risk treatment plan | Plan |
| Statement of applicability register | Register |
| Risk and opportunity management procedure | Procedure |
| Risk management assessment procedure | Procedure |
| Risk management assessment results register | Register |
Management system scope and boundaries
| Template title | Kind |
|---|---|
| Guide to drawing the scope boundary | Guideline |
| Management system scope statement | Policy |
| Scope determination procedure | Procedure |
| Scope boundary register | Register |
Create content from a catalog entry
Open the relevant requirement in your management system, review its expected content, and choose an eligible destination project. Follow Create IMS documents and evidence folders for creation, reuse, and preview steps. Read the catalog guide for framework coverage and the other organizational domains.
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IMS frameworks, documents and evidence requests
Browse frameworks and the policies, procedures, records, regulatory timelines and evidence requests that support their requirements.
Security policies and evidence requests
Browse security policies, procedures and evidence requests for access control, incidents, cryptography and suppliers.