This guide contains the recommended steps for implementing Phrontex from scratch.  It also contains some guidelines for best practice.

1. Design and Project Plan

Set out the who, what and when.  Identify the scope of the project. Identify the key project members. 

Provide training to the project team.

Set out the change management and communication plan for the project.

2. Set up page types

Consider how the in-scope documentation will map onto the existing Phrontex page types.

Update page type templates - it may help to convert a typical page of your existing documentation for each type and update the template to suit.

If required, create new page types and a templates

3. Convert existing documents

See Dealing with legacy documentation

4. Review and Update

Review the content and add links.  The key links are:

  • from a high level to its children
  • to the owner or person responsible
  • from compliance requirements to the pages that support them 

5. Create Notifications

See Create and edit alerts

6. Go Live

Execute the communication and change management plan

Identify key users and provide training

Cut over to Phrontex

7. Iterate and Improve


Nothing’s perfect. And even if you get things right today, tomorrow will be different.

  • Are you getting the results that you expected?
  • External factors change, usually with some lead time. One of the responsibilities of the personnel involved is to be aware of upcoming changes and prepare for them.

Procedures change in response to changing technologies, changing market requirements, new methods and materials, new risks, and any number of other factors. Procedure owners have to be aware of the governance implications of the changes they make.