I would consider the process you are using as being correct.
However, the frequency of verifications has never been a part of SAE specs since it is considered to be part of the companies quality assurance program.
I am not aware of any standard forms. Again, these do not exist in any SAE document since every company would have its own requirements.
You are welcome to attend our SAE meetings. The next meeting is May 5, 2020 in Troy Michigan. Contact me if you would like to attend. Jack.firstname.lastname@example.org