​

3. Information Classification Model 

Level 1 - Public 

Examples: 

• Marketing brochures 

• Published content 

• Public educational resources 

Retention: According to business need 

 

Level 2 - Internal 

Examples: 

• Team procedures 

• Department documentation 

• Training resources 

Retention: 7 Years 

 

Level 3 - Confidential 

Examples: 

• Strategic plans 

• Financial planning 

• Executive records 

Retention: Permanent unless superseded 

 

Level 4 - Restricted 

Examples: 

• Clinical information 

• Client records 

• Legal investigations 

• Performance reviews 

Retention: Governed by applicable policies and legal requirements 

 

4. Enterprise Metadata Architecture 

All controlled documents shall inherit metadata from enterprise content types. 

 

GLOBAL METADATA 

Required for ALL Content Types 

Metadata Field 

Type 

Required 

Document ID 

Text 

Yes 

Document Title 

Text 

Yes 

Version 

Text 

Yes 

Status 

Choice 

Yes 

Document Owner 

Person 

Yes 

Document Author 

Person 

Yes 

Department 

Choice 

Yes 

Classification 

Choice 

Yes 

Effective Date 

Date 

Yes 

Review Date 

Date 

Yes 

Next Review Date 

Date 

Yes 

Retention Category 

Choice 

Yes 

Legal Hold 

Yes/No 

Yes 

Approval Status 

Choice 

Yes 

 

5. SharePoint Content Type Mapping 

Enterprise Content Type Hierarchy 

Plain Text 

HIW Controlled Document 

│ 

├── HIW Governance Document 

│ ├── Policy 

│ ├── SOP 

│ ├── Standard 

│ ├── Charter 

│ 

├── HIW Operational Document 

│ ├── Procedure 

│ ├── Workflow 

│ ├── Checklist 

│ ├── Form 

│ ├── Template 

│ 

├── HIW Clinical Document 

│ ├── Assessment 

│ ├── Protocol 

│ ├── Guideline 

│ ├── Care Plan 

│ 

├── HIW Communications Document 

│ ├── Campaign 

│ ├── Newsletter 

│ ├── Website Content 

│ ├── Social Content 

│ 

└── HIW Records Document 

├── Audit 

├── Report 

├── Meeting Record 

├── Executive Record 

 

6. Metadata Mapping Matrix 

SOP Content Type 

Required Metadata 

Plain Text 

Document ID 

Department 

Owner 

Approver 

Version 

Effective Date 

Review Date 

Retention Category 

Classification 

Optional 

Plain Text 

Related Policy 

Process Area 

Framework Alignment 

 

Assessment Content Type 

Required Metadata 

Plain Text 

Assessment Type 

Clinical Area 

LACS Archetype 

Journey Stage 

Owner 

Retention Category 

 

Campaign Content Type 

Required Metadata 

Plain Text 

Campaign Name 

Audience Type 

Channel 

Campaign Start Date 

Campaign End Date 

KPI Category 

 

Protocol Content Type 

Required Metadata 

Plain Text 

Protocol Category 

Clinical Discipline 

LACS Alignment 

Review Frequency 

 

7. Enterprise Approval Model 

Approval Tier Structure 

Tier 1 

Low Risk Documents 

Examples: 

• Templates 

• Checklists 

• Internal Procedures 

Approval Required: 

Plain Text 

Department Manager 

 

Tier 2 

Medium Risk Documents 

Examples: 

• SOPs 

• Assessments 

• Training Materials 

Approval Required: 

Plain Text 

Manager 

+ 

Director 

 

Tier 3 

High Risk Documents 

Examples: 

• Clinical Protocols 

• Organizational Policies 

• Governance Standards 

Approval Required: 

Plain Text 

Director 

+ 

Executive Sponsor 

 

Tier 4 

Enterprise Risk Documents 

Examples: 

• Constitution 

• Strategic Plans 

• Enterprise Standards 

Approval Required: 

Plain Text 

Executive Council 

 

8. Enterprise Exceptions Process 

Definition 

An exception exists whenever a document cannot comply with one or more requirements established in this standard. 

Examples: 

• Missing metadata 

• Emergency publication 

• Delayed review 

• Temporary policy variance 

• Compliance conflict 

• Technology limitations 

 

Exception Request Form 

Required Fields: 

Plain Text 

Exception ID 

Requestor 

Document ID 

Reason 

Business Impact 

Risk Assessment 

Requested Duration 

Corrective Action Plan 

Executive Sponsor 

 

Exception Approval Authority 

Exception Type 

Approver 

Departmental 

Department Director 

Clinical 

CCCO 

Governance 

Governance Committee 

Enterprise 

Executive Council 

 

Exception Status Values 

Plain Text 

Proposed 

Under Review 

Approved 

Denied 

Expired 

Closed 

 

9. Escalation Framework 

Level 1 Escalation 

Trigger: 

Plain Text 

Approval overdue > 5 days 

Escalate To: 

Plain Text 

Department Manager 

 

Level 2 Escalation 

Trigger: 

Plain Text 

Approval overdue > 10 days 

Escalate To: 

Plain Text 

Department Director 

 

Level 3 Escalation 

Trigger: 

Plain Text 

Approval overdue > 15 days 

Escalate To: 

Plain Text 

CCCO / Executive Sponsor 

 

Level 4 Escalation 

Trigger: 

Plain Text 

Approval overdue > 30 days 

Escalate To: 

Plain Text 

Executive Governance Council 

 

10. Clinical Escalation Path 

Plain Text 

Clinical Reviewer 

↓ 

Patient Education Manager 

↓ 

Clinical Marketing Director 

↓ 

Chief Clinical Communications Officer 

↓ 

Executive Leadership Council 

Used for: 

• Clinical disputes 

• Educational inaccuracies 

• LACS conflicts 

• Safety concerns 

 

11. Governance Escalation Path 

Plain Text 

Document Owner 

↓ 

Department Manager 

↓ 

Department Director 

↓ 

Governance Office 

↓ 

Executive Governance Council 

Used for: 

• Policy conflicts 

• Standards interpretation 

• Compliance violations 

• Audit findings 

 

12. Automated SharePoint Escalation Workflow 

Day 0 

Plain Text 

Approval Request Sent 

Day 5 

Plain Text 

Reminder Email 

Day 10 

Plain Text 

Manager Notification 

Day 15 

Plain Text 

Director Notification 

Day 30 

Plain Text 

Executive Escalation 

Day 45 

Plain Text 

Document Automatically Flagged as Governance Risk 

 

13. Enterprise Records Retention Authority 

Permanent Retention 

Plain Text 

Constitution 

Strategic Plans 

Policies 

Standards 

Executive Records 

Master Registers 

Audit Logs 

Change Histories 

 

10-Year Retention 

Plain Text 

Assessments 

Protocols 

Approval Records 

Clinical Governance Documents 

Quality Reviews 

 

7-Year Retention 

Plain Text 

Training 

Reports 

Operational Procedures 

Campaign Performance Reports 

 

5-Year Retention 

Plain Text 

Marketing Campaigns 

Published Communications 

Archived Content 

 

14. Enterprise SharePoint Hub Architecture 

Plain Text 

HIW Governance Hub 

│ 

├── Executive Governance 

├── Enterprise Standards 

├── Policies 

├── SOPs 

├── Clinical Support System 

├── LACS Framework 

├── Brand Management 

├── Operations 

├── Human Resources 

├── Finance 

├── Information Technology 

├── Records Center 

├── Audit Center 

├── Archive Center 

└── Knowledge Center 

 

Enterprise Design Recommendation 

For HIW's long-term growth, create one centralized Content Type Gallery and one centralized Term Store at the SharePoint tenant level. Every future library, whether HIW, CSS, LACS, Brand, Operations, HR, Finance, or Clinical Services, should inherit its metadata from these master definitions. This creates a true enterprise governance model where documents, workflows, records retention, reporting, and Power Automate approvals all operate from a single source of truth. 

TERM-STD-001 

HIW Enterprise Term Store Architecture 

Purpose: Create a single managed metadata taxonomy for all SharePoint sites, document libraries, Power Automate workflows, Power BI reports, and governance systems. 

 

Term Group Structure 

Plain Text 

HIW Enterprise Metadata 

│ 

├── Governance 

├── Departments 

├── Document Control 

├── Clinical Services 

├── LACS 

├── Marketing & Communications 

├── Human Resources 

├── Operations 

├── Finance 

├── Technology 

├── Quality & Audit 

├── Retention & Records 

└── Security & Compliance 

 

1. Governance Term Set 

Plain Text 

Governance 

│ 

├── Constitution 

├── Policy 

├── Standard 

├── SOP 

├── Procedure 

├── Protocol 

├── Charter 

├── Framework 

├── Guideline 

├── Register 

├── Form 

├── Template 

├── Checklist 

└── Workflow 

Used By: 

• Document Type 

• Governance Reporting 

• Records Management 

 

2. Department Term Set 

Plain Text 

Departments 

│ 

├── Executive 

├── Clinical Services 

├── CSS 

├── LACS 

├── Marketing 

├── Operations 

├── Human Resources 

├── Finance 

├── Information Technology 

├── Compliance 

├── Quality Assurance 

└── Research & Development 

Used By: 

• Department Metadata 

• Security Groups 

• Reporting 

 

3. LACS Term Set 

Plain Text 

LACS 

│ 

├── Archetypes 

│ ├── Exhausted Achiever 

│ ├── Overwhelmed Caregiver 

│ ├── Stalled Performer 

│ ├── Health Rebuilder 

│ ├── Balanced Optimizer 

│ ├── Lifestyle Navigator 

│ ├── Purpose Seeker 

│ └── Resilient Transformer 

│ 

├── Stages 

│ ├── Stage 0 Identification 

│ ├── Stage 1 Awareness 

│ ├── Stage 2 Assessment 

│ ├── Stage 3 Discovery 

│ ├── Stage 4 Preparation 

│ ├── Stage 5 Activation 

│ ├── Stage 6 Implementation 

│ ├── Stage 7 Adherence 

│ ├── Stage 8 Optimization 

│ ├── Stage 9 Sustainability 

│ └── Stage 10 Advocacy 

 

4. Clinical Services Term Set 

Plain Text 

Clinical Services 

│ 

├── Nutrition 

├── Weight Optimization 

├── Lifestyle Coaching 

├── Sleep Optimization 

├── Stress Recovery 

├── Exercise Prescription 

├── Corporate Wellness 

├── Preventive Health 

├── Chronic Disease Support 

└── Future Programs 

 

5. Communication Channels 

Plain Text 

Marketing Channels 

│ 

├── Website 

├── Email 

├── SMS 

├── Facebook 

├── Instagram 

├── LinkedIn 

├── YouTube 

├── Webinar 

├── Print 

└── Events 

 

6. Retention Categories 

Plain Text 

Retention Categories 

│ 

├── Permanent 

├── 10 Year 

├── 7 Year 

├── 5 Year 

├── 3 Year 

├── Archive 

├── Legal Hold 

└── Disposal Pending 

 

7. Risk Categories 

Plain Text 

Risk Categories 

│ 

├── Low 

├── Moderate 

├── High 

└── Enterprise Critical 

 

SharePoint Enterprise Content Type Gallery 

Plain Text 

HIW Controlled Document 

│ 

├── HIW Governance Document 

│ ├── Policy 

│ ├── Standard 

│ ├── SOP 

│ ├── Charter 

│ 

├── HIW Clinical Document 

│ ├── Assessment 

│ ├── Protocol 

│ ├── Care Plan 

│ ├── Clinical Guideline 

│ 

├── HIW Operational Document 

│ ├── Procedure 

│ ├── Workflow 

│ ├── Form 

│ ├── Template 

│ ├── Checklist 

│ 

├── HIW Communications 

│ ├── Campaign 

│ ├── Newsletter 

│ ├── Email Asset 

│ ├── Web Content 

│ 

└── HIW Records 

├── Audit Record 

├── Executive Record 

├── Meeting Record 

└── Report 

 

Metadata Mapping Matrix 

Parent Content Type 

HIW Controlled Document 

Inherited by all content types. 

Required Fields: 

Plain Text 

Document ID 

Document Title 

Owner 

Author 

Department 

Document Status 

Document Classification 

Version 

Review Date 

Next Review Date 

Retention Category 

Approval Status 

Risk Category 

 

SOP Content Type 

Additional Metadata 

Plain Text 

Process Name 

Process Owner 

Framework Alignment 

Supersedes Document 

Review Frequency 

 

Assessment Content Type 

Additional Metadata 

Plain Text 

Assessment Type 

LACS Archetype 

Journey Stage 

Clinical Service 

Assessment Version 

 

Campaign Content Type 

Additional Metadata 

Plain Text 

Campaign Name 

Target Audience 

Communication Channel 

Start Date 

End Date 

Budget Category 

Primary KPI 

 

Audit Content Type 

Additional Metadata 

Plain Text 

Audit Type 

Audit Period 

Finding Classification 

Corrective Action Required 

Close Date 

 

IMP-001 

SharePoint Enterprise Implementation Plan 

Phase 1: Governance Foundation (Week 1) 

Deliverables 

✅ Governance Hub 

✅ Content Type Gallery 

✅ Term Store 

✅ Records Center 

✅ Archive Center 

✅ Audit Center 

Success Criteria: 

Plain Text 

Enterprise metadata operational 

 

Phase 2: Document Control (Week 2) 

Create Libraries 

Plain Text 

Policies 

Standards 

SOPs 

Protocols 

Forms 

Templates 

Assessments 

Reports 

Communications 

Configure 

Plain Text 

Version Control 

Check-In/Out 

Approval Settings 

Power Automate 

Retention Labels 

Success Criteria: 

Plain Text 

Controlled document management active 

 

Phase 3: Workflow Automation (Week 3) 

Build Flows 

Plain Text 

Document Approval 

Review Reminder 

Retention Review 

Archive Workflow 

Exception Management 

Corrective Action Workflow 

Success Criteria: 

Plain Text 

Manual approval process eliminated 

 

Phase 4: Power BI Dashboarding (Week 4) 

Build Executive Dashboard 

Connect: 

Plain Text 

SharePoint 

Power Automate 

Microsoft Lists 

Forms 

Success Criteria: 

Plain Text 

Enterprise reporting active 

 

Phase 5: Quality & Audit Program (Week 5) 

Audit Libraries 

Plain Text 

Open Findings 

Corrective Actions 

Annual Reviews 

Compliance Monitoring 

Success Criteria: 

Plain Text 

Continuous governance monitoring active 

 

AUD-STD-001 

Audit Metrics Framework 

Governance Metrics 

Measure document control performance. 

KPI Group 

Plain Text 

Total Controlled Documents 

Active Documents 

Archived Documents 

Overdue Reviews 

Documents Missing Metadata 

Documents Missing Approval 

Target: 

Plain Text 

95% Compliance 

 

Approval Workflow Metrics 

Plain Text 

Average Approval Time 

Approvals Pending 

Approvals Overdue 

Rejected Documents 

Revision Requests 

Target: 

Plain Text 

<10 Business Days 

 

Quality Metrics 

Plain Text 

Audit Findings 

Repeat Findings 

Corrective Actions Open 

Corrective Actions Closed 

Target: 

Plain Text 

>90% Closure Rate 

 

Clinical Governance Metrics 

Plain Text 

Protocol Reviews Current 

Assessments Reviewed 

Educational Content Current 

Clinical Review Compliance 

Target: 

Plain Text 

100% 

 

SharePoint Health Metrics 

Plain Text 

Libraries Configured 

Content Types Applied 

Retention Labels Applied 

Metadata Completion Rate 

Power Automate Failures 

Target: 

Plain Text 

98%+ 

 

Executive Governance Dashboard 

Page 1 

Executive Scorecard 

Display: 

• Governance Compliance % 

• Audit Compliance % 

• Open Risks 

• Overdue Reviews 

• Document Inventory 

Traffic Light Status 

Plain Text 

Green = Compliant 

Yellow = Monitor 

Red = Immediate Action 

 

Page 2 

Document Control Dashboard 

Charts: 

• Documents by Department 

• Documents by Status 

• Review Status Trend 

• Approval Cycle Time 

 

Page 3 

Clinical Governance Dashboard 

Charts: 

• Protocol Currency 

• Assessment Currency 

• Educational Content Status 

• LACS Documentation Status 

 

Page 4 

Audit Dashboard 

Charts: 

• Findings by Severity 

• Findings by Department 

• Corrective Action Aging 

• Audit Trend Analysis 

 

Page 5 

Executive Risk Dashboard 

Metrics: 

Plain Text 

High Risk Documents 

Expired Documents 

Compliance Exceptions 

Open Escalations 

Legal Holds 

 

HIW Enterprise Governance End-State 

Once implemented, your Microsoft 365 environment will contain: 

Plain Text 

HIW Governance Hub 

│ 

├── Constitution 

├── Enterprise Standards 

├── Records Center 

├── Content Type Gallery 

├── Centralized Term Store 

├── Power Automate Approval Engine 

├── Audit Center 

├── Risk Register 

├── Power BI Governance Dashboards 

├── CSS 

├── LACS 

├── Brand Architecture 

├── Operations 

├── HR 

├── Finance 

└── Technology 

This becomes a true enterprise governance platform where every document, assessment, protocol, campaign, workflow, KPI, audit, and retention action is traceable from creation through disposition, providing a single source of truth for the entire HIW ecosystem. 

Provide your feedback on BizChat 

You said:  

Create the Power Automate flows. Draft the Power BI data model. Define content owner responsibilities.  

Copilot said:  

DOC-STD-002 

Power Automate Workflow Architecture Standard 

Document ID: DOC-STD-002 
Title: HIW Enterprise Workflow Automation Standard 
Owner: Governance Office 
System Owner: Information Technology 

 

Workflow Portfolio 

The HIW Governance Platform should initially contain 8 enterprise-level Power Automate flows. 

 

FLOW-001 

Controlled Document Approval Workflow 

Purpose 

Manage document approval lifecycle. 

Trigger 

Plain Text 

When file created or modified 

Source Library 

Plain Text 

Controlled Documents 

Workflow Logic 

Plain Text 

Draft 

↓ 

Metadata Validation 

↓ 

Strategic Review 

↓ 

Clinical Review 

↓ 

LACS Review 

↓ 

Compliance Review 

↓ 

Brand Review 

↓ 

Executive Approval 

↓ 

Published 

Outputs 

Plain Text 

Status Updated 

Review Record Created 

Audit Trail Generated 

Version Published 

 

FLOW-002 

Metadata Compliance Workflow 

Purpose 

Prevent uncontrolled documents. 

Trigger 

Plain Text 

Document Created 

Validation 

Plain Text 

Document ID 

Owner 

Department 

Classification 

Review Date 

Retention Category 

Failure Action 

Plain Text 

Status = Metadata Incomplete 

Notifications 

Plain Text 

Author 

Content Owner 

Department Manager 

 

FLOW-003 

Review Reminder Workflow 

Schedule 

Plain Text 

Daily 

Logic 

Plain Text 

Next Review Date 

Notifications: 

Plain Text 

90 Days Prior 

60 Days Prior 

30 Days Prior 

7 Days Prior 

 

FLOW-004 

Escalation Workflow 

Trigger 

Plain Text 

Review Overdue 

Escalation Path 

Plain Text 

Day 1 

Owner 

  

Day 7 

Manager 

  

Day 14 

Director 

  

Day 30 

Executive Sponsor 

  

Day 45 

Governance Committee 

 

FLOW-005 

Exception Request Workflow 

Trigger 

Plain Text 

Exception Form Submitted 

Routing 

Plain Text 

Department Exception 

  

→ Director 

  

Clinical Exception 

  

→ CCCO 

  

Governance Exception 

  

→ Governance Committee 

  

Enterprise Exception 

  

→ Executive Council 

Outputs 

Plain Text 

Exception Register Update 

Decision Record 

Review Date 

 

FLOW-006 

Retention & Archive Workflow 

Schedule 

Plain Text 

Monthly 

Check 

Plain Text 

Retention Eligibility 

Action 

Plain Text 

Move to Archive 

Apply Record Label 

Create Archive Log 

 

FLOW-007 

Audit Finding Workflow 

Trigger 

Plain Text 

Audit Finding Created 

Actions 

Plain Text 

Assign Owner 

Set Due Date 

Generate Corrective Action 

Track Closure 

KPI 

Plain Text 

Days To Close 

 

FLOW-008 

Governance Risk Workflow 

Trigger Conditions 

Plain Text 

Expired Document 

  

Missing Approval 

  

Review Overdue 

  

Audit Finding Overdue 

  

Exception Expired 

Action 

Plain Text 

Create Governance Risk 

Notify Governance Office 

Assign Risk Rating 

 

BI-STD-001 

HIW Enterprise Power BI Data Model 

The Power BI environment should be built using a simple star schema. 

 

Fact Tables 

FactDocuments 

Stores all document activity. 

Fields 

Plain Text 

Document Key 

Document ID 

Department Key 

Owner Key 

Status Key 

Content Type Key 

Review Date 

Approval Date 

Version 

Measures: 

DAX 

Total Documents = 

COUNTROWS(FactDocuments) 

DAX 

Published Documents = 

CALCULATE( 

COUNTROWS(FactDocuments), 

FactDocuments[Status]="Published" 

) 

 

FactApprovals 

Tracks approvals. 

Fields 

Plain Text 

Approval Key 

Document Key 

Approver Key 

Approval Stage 

Start Date 

End Date 

Outcome 

Measures 

DAX 

Average Approval Days = 

AVERAGE(FactApprovals[Duration]) 

 

FactAudits 

Tracks audit activity. 

Fields 

Plain Text 

Audit Key 

Finding Key 

Severity 

Status 

Department 

Open Date 

Close Date 

Measures 

DAX 

Open Findings = 

COUNTROWS( 

FILTER(FactAudits, 

FactAudits[Status]="Open" 

)) 

 

FactExceptions 

Tracks approved exceptions. 

Fields 

Plain Text 

Exception ID 

Department 

Category 

Approval Date 

Expiry Date 

Status 

 

FactRetention 

Tracks retention lifecycle. 

Fields 

Plain Text 

Document ID 

Retention Class 

Archive Date 

Disposal Date 

Legal Hold 

 

Dimension Tables 

DimDepartment 

Plain Text 

Department Key 

Department Name 

Director 

 

DimOwner 

Plain Text 

Owner Key 

Name 

Role 

Department 

 

DimStatus 

Plain Text 

Draft 

Under Review 

Approved 

Published 

Archived 

Expired 

 

DimContentType 

Plain Text 

Policy 

Standard 

SOP 

Protocol 

Assessment 

Campaign 

Audit 

Form 

Template 

 

DimDate 

Standard calendar table. 

Plain Text 

Date 

Month 

Quarter 

Year 

Fiscal Year 

 

Dashboard Portfolio 

 

Dashboard 1 

Executive Governance Scorecard 

KPIs 

Plain Text 

Total Documents 

  

Compliance % 

  

Open Findings 

  

Open Risks 

  

Overdue Reviews 

  

Active Exceptions 

 

Dashboard 2 

Document Control Dashboard 

Visuals 

Plain Text 

Documents by Department 

  

Documents by Status 

  

Document Growth Trend 

  

Review Due Calendar 

  

Approval Volume 

 

Dashboard 3 

Compliance Dashboard 

Visuals 

Plain Text 

Metadata Compliance 

  

Review Compliance 

  

Retention Compliance 

  

Exception Volume 

  

Escalation Trends 

 

Dashboard 4 

Clinical Governance Dashboard 

Visuals 

Plain Text 

Protocols Current 

  

Assessments Approved 

  

Content Reviews Complete 

  

LACS Documentation Status 

  

Clinical Audit Findings 

 

Dashboard 5 

Records Management Dashboard 

Visuals 

Plain Text 

Records by Retention Class 

  

Archive Growth 

  

Items Pending Disposal 

  

Legal Hold Items 

  

Retention Compliance Rate 

 

ROLE-STD-001 

Content Owner Responsibility Standard 

 

Purpose 

Content Owners are accountable for the lifecycle, quality, compliance, and governance of assigned documents. 

They do not merely create documents. 

They own them. 

 

Core Responsibilities 

Every Content Owner must: 

1. Document Stewardship 

Ensure: 

Plain Text 

Accuracy 

Completeness 

Currency 

Version Control 

 

2. Metadata Management 

Responsible for: 

Plain Text 

Document ID 

  

Title 

  

Content Type 

  

Classification 

  

Review Date 

  

Retention Category 

  

Owner Assignment 

Target: 

Plain Text 

100% Metadata Completion 

 

3. Review Management 

Ensure reviews occur before: 

Plain Text 

Review Date 

Required actions: 

Plain Text 

Review 

Revise 

Reapprove 

Retire 

Archive 

 

4. Audit Support 

Provide: 

Plain Text 

Evidence 

  

Review Records 

  

Approval History 

  

Supporting Documentation 

During audits. 

 

5. Risk Management 

Identify: 

Plain Text 

Expired Content 

  

Conflicting Documents 

  

Compliance Risks 

  

Clinical Risks 

Escalate immediately. 

 

Content Owner RACI 

Activity 

Owner 

Manager 

Governance 

Executive 

Create Document 

R 

A 

C 

I 

Update Metadata 

R 

A 

C 

I 

Review Document 

R 

A 

C 

I 

Approve Document 

C 

A 

C 

I 

Archive Document 

R 

A 

C 

I 

Audit Evidence 

R 

C 

A 

I 

Exception Request 

R 

A 

C 

I 

Escalation 

R 

A 

C 

I 

R = Responsible 
A = Accountable 
C = Consulted 
I = Informed 

 

Content Owner Performance Metrics 

Compliance KPIs 

Plain Text 

Metadata Completion % 

Target: 100% 

Plain Text 

Review Completion % 

Target: ≥95% 

Plain Text 

Overdue Reviews 

Target: 0 

Plain Text 

Approval Cycle Compliance 

Target: ≥90% 

Plain Text 

Audit Finding Rate 

Target: <5% 

 

Escalation Accountability 

If a document becomes: 

Plain Text 

Expired 

Unreviewed 

Non-Compliant 

Missing Metadata 

the assigned Content Owner remains accountable until the issue is resolved or formally reassigned using the governance workflow. 

 

Recommended Next Governance Artifact 

The next document to create should be: 

GOV-CHR-001 Enterprise Governance Charter 

This would formally establish the Executive Governance Council, Governance Office, Clinical Governance Committee, Change Advisory Board, authority levels, voting rules, quorum requirements, and governance review cycles that oversee the entire HIW ecosystem.