FREE V.E.S.T. RESOURCE
Document health check
Choose one procedure or form. Read it as a new team member would. Mark Yes, No, or Unknown and assign a small correction for each unclear item.
Name of document or activity: ____________________ Date: __________
1. Does it state its purpose and intended user?
Yes □ No □ Unknown □
2. Does it show an owner, version, and review date?
Yes □ No □ Unknown □
3. Can the user tell when to use it?
Yes □ No □ Unknown □
4. Are the steps in a workable order?
Yes □ No □ Unknown □
5. Are responsibilities named clearly?
Yes □ No □ Unknown □
6. Are escalation and exceptions explained?
Yes □ No □ Unknown □
7. Are links and related forms current?
Yes □ No □ Unknown □
8. Can a user complete it without guessing?
Yes □ No □ Unknown □
9. Does it avoid requesting unnecessary sensitive information?
Yes □ No □ Unknown □
10. Is there a clear way to report a correction?
Yes □ No □ Unknown □
Next action
Action: ____________________ Owner role: ____________________ Due: __________
Keep completed records under your organization’s handling rules. This page sends no entered records to V.E.S.T. General planning aid; it does not establish compliance or guarantee safety.