This page gives an overview of what needs to be documented for energy management. Each element is linked back to the page on the website where it is described.

In short, all processes related to energy should be documented. Take a pragmatic approach and work systematically through the list as you get further in the process of implementing energy management.

Tips for documenting energy management
Integrate the energy management documentation into the existing documentation system. This saves time and money and makes it easier to maintain Plan and implement a procedure to ensure that documents are up to date, available and accurate Identify any necessary external documents and make them available

Documentation	Step in the management system
Scope and system limits for the energy management system	Plan
Energy policy	Plan
Baseline	Plan
KPIs	Plan
Objectives	Plan

Necessary records	Step in the management system
Appointment of the energy manager and team	Plan
Energy mapping	Plan
Baseline	Plan
Method and criteria to define and update the KPIs	Plan
Training needs and actions	Do
Evaluation of energy performance in design and procurement processes	Do
Results from monitoring	Check and act
Calibration of monitoring equipment and similar actions	Check and act (Ref. ISO 50001 sec. 4.6.1)
Results from investigations of substantial deviations in energy performance, or in terms of legislation and obligations	Check and act (Ref. ISO 50001 sec. 4.6.1 and 4.6.2)
Results from internal audits	Check and act
Corrective and preventive actions	Check and act
Conformity assessment of the energy management system	Check and act
Management review	Check and act

Other documents that may be needed	Step in the management system
Method and criteria for the energy review	Plan
Requirements for energy related procurement	Do
Energy measurement plan	Check and act
Audit plan	Check and act