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Developing the ISO 50001 Steering Team

Ball 5Step 5. Documenting Your Energy Management System

A.General Requirements

Have the team review the requirements, notice that many are very general and will be a natural outcome of building your Energy Management System (EnMS). However, this team must identify the processes that will make up the EnMS and outline these processes to show how they interrelate. How do you design a documentation system?

50001 logoWith our Complete EnMS Package you will have a huge advantage on your timeline toward ISO 5001 certification.  The Complete Packge includes the standard documention needed to meet the standard – just add your name to the header and footer and you’re done.

Identifying Processes

Start by outlining broad categories or by listing your departments. For example:

  • Purchasing, Receiving, Production Control, Sales and Marketing, Customer Service, Production (or Service), Quality Control, Shipping,
  • You will need to show how these processes relate to each other, by use of a flow chart or diagram. A simple way of diagramming is to chart the processes. Download free trial of flowcharting software
  • Once you have listed the categories or departments, have management in those departments add the detail. You will want to include all the EnMS processes and all production, service and administrative processes that affect the energy usage. The chart or flow chart that you come up with should be included in your EnMS Manual.

B. Documentation Requirements

  • As you review the requirements for EnMS documentation, pay particular attention to the requirement for your organization to identify documents that are needed for your energy system and production or service processes. You will need to have a method to identify what processes must be documented. Remember that as you add new processes, products or services to your organization in the future you will need a method of identifying when documentation is required.
  • During implementation, set guidelines for identifying processes that need documentation as part of their control. Have management identify the processes that need documentation as they identify the processes to be included in the EnMS.
  • After implementation, include the identification of documentation requirements as part of your energy planning for new processes and changes. The “Planning of Product Realization Procedure” from The 50001 Store covers this step for you.
  • What are the ISO 50001 Documentation requirements?

C. Energy Manual & Procedures

  • A complete energy manual and procedures package, with text to help you customize the manual for your organization, is available at The 50000 Store. It will definitely save you money over the hours you would spend developing one from scratch. It is designed with the same approach to the EnMS as we follow in these sessions, so you will find it very compatible with this approach.

D. Document and Records Control

You must have a procedure for control of documents and control of energy records. This task should be on your task list and assigned to a team or individual for completion.


Our All-in-One Certification Package is a proven, efficient system. It gives you all you need to prepare for registration – in one simple to use package.

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"I have just passed my ISO Audit with zero non-conformances for the second year in a row using your ISO products. Thank you for producing documents of this quality"

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