ISO Revisions Explained: The New Terminology for Maintain and Retain Documented Information

Update: 2025-09-25

Description

ISO Revisions Explained: The New Terminology for Maintain and Retain Documented Information | Lead The Standard 2025 Podcast Episode 23

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In this episode of Lead The Standard, hosts Kelly Taylor and Jackie Stapleton delve into the evolving terminology within ISO standards, specifically focusing on the shift from 'maintain' and 'retain' to 'made available' and 'available as evidence'. The discussion highlights the reasons behind these changes, the potential implications for system documentation, and offers practical advice on how to adapt to these new terms. They also compare the simplicity of the old terms with the more prescriptive nature of the new ones, providing memorable ways to help teams understand and implement these requirements. The episode underscores the importance of clarity in documentation, the difference between living documents and static records, and reassures listeners that they can still use their established terms if they meet the intent of the standards.

Timestamps:

• 00:00 Introduction and Episode Overview

• 00:31 Meet the Hosts

• 01:13 ISO Language Changes

• 01:49 Understanding Maintain and Retain

• 03:05 New Terminology Breakdown

• 05:36 Practical Examples and Tips

• 07:28 Challenges and Adjustments

• 10:04 Harmonized Structure Discussion

• 12:02 Maintaining Current Procedures

• 18:42 Fairness and Objectivity in Procedures

• 18:59 Changes in Terminology

• 20:14 Documented Information and Records

• 21:31 Living Documents vs. Static Records

• 22:08 Examples of Records and Their Importance

• 29:43 Understanding New Standards and Terminology

• 31:37 Wrapping Up and Final Thoughts

• 34:33 Closing Remarks and Takeaways

The usual links:

• Read the LTS Article: https://blog.auditortrainingonline.com/lead-the-standard/2025-23

• ATOL: https://auditortrainingonline.com/

• Connect with Jackie:

o https://www.linkedin.com/in/jackiestapleton/

o https://jackiestapleton.com/

• Connect with Kelly: https://www.linkedin.com/in/kellytaylor-au/

Other links we promised:

• Jackies Book is coming register for pre-sale now…. https://jackiestapleton.myflodesk.com/leadthestandardbook

Disclaimer: This podcast is intended for general guidance and informational purposes only. The views and opinions expressed by the hosts, co-hosts, guests, and contributors are their own and do not necessarily reflect those of Auditor Training Online (ATOL) or its affiliated entities. While every effort is made to ensure the accuracy and currency of the information shared, including references to ISO standards and related clauses, this content should not be considered definitive legal, regulatory, or professional advice. Listeners should always consult with a qualified professional for advice tailored to their specific business context or compliance obligations. Unless otherwise stated, all information relating to ISO standards, including clause references and revision details, is based on the version of the standard current at the time of recording and publication. As standards are periodically reviewed and updated, we encourage listeners to confirm the latest version applicable to their needs.