Handoff Register

Every step pattern · approval

Approve purchase orders over a threshold

Purchase approval is accountability for spend. The threshold is a rule; the sign-off above it is a person putting their name to it.

keep
a sign-off; somebody takes responsibility and the record needs their name
approval
a name put to a decision
ERP, Email
usual systems
As it is usually written
The ops manager approves any purchase order over 5,000
First move
Name the threshold and the approver per band on the register, and log every approval with the approver, time and PO value, so approvals below the threshold stop waiting for a person.

What it is evidence for

Clause references quoted from a human-verified corpus; each code links to its framework.

Approvals with no threshold named ISO 9001:2015 5.3 · ISO 9001:2015 8.1 · ISO 9001:2015 8.2.3 · ISO 9001:2015 8.6 · ISO/IEC 42001:2023 A.3.2
ISO 9001:2015 5.3 Organizational roles, responsibilities and authorities

Top management ensures that responsibilities and authorities for relevant roles are assigned, communicated and understood within the organization, including responsibility and authority for ensuring the system conforms to the standard, ensuring processes deliver their intended outputs, reporting on system performance and improvement opportunities to top mana...

Evidence an auditor accepts: Organization chart and responsibility matrix; Job descriptions with quality responsibilities; Named authority for system conformity and performance reporting
ISO 9001:2015 8.1 Operational planning and control

The organization plans, implements and controls the processes needed to meet the requirements for the provision of products and services and to implement the actions determined in Clause 6, by determining the requirements for the products and services; establishing criteria for the processes and for acceptance of products and services; determining the resour...

Evidence an auditor accepts: Quality plans or process control plans with criteria and acceptance criteria; Records demonstrating processes carried out as planned; Change control records for operational changes
ISO 9001:2015 8.2.3 Review of the requirements for products and services

The organization ensures it has the ability to meet the requirements for products and services to be offered, and conducts a review before committing to supply, covering requirements specified by the customer including delivery and post-delivery activities, requirements not stated but necessary for the specified or intended use, requirements specified by the...

Evidence an auditor accepts: Contract or order review records before commitment; Resolution records for differences between quote and order; Confirmation of verbal orders
ISO 9001:2015 8.6 Release of products and services

The organization implements planned arrangements at appropriate stages to verify that product and service requirements have been met. Release to the customer does not proceed until the planned arrangements have been satisfactorily completed, unless otherwise approved by a relevant authority and, as applicable, by the customer. Documented information on the r...

Evidence an auditor accepts: Final inspection and test records against acceptance criteria; Release authorization with named person; Concession or waiver records where release proceeded before completion
ISO/IEC 42001:2023 A.3.2 AI roles and responsibilities

Roles and responsibilities for AI shall be defined and allocated according to the organization's needs.

Evidence an auditor accepts: Role descriptions; RACI matrix; Org chart

Do this for your whole process

Paste the steps of the process this belongs to and get this classification for every line at once, with the delegation map, the findings and the clauses the register is evidence for. First 12 steps free, no account.

Classify my process

Decide whether to consolidate orders or shipments · Approve returns, RMAs or credit notes