Best Practices

Best Practices · 08. April 2019
We meet hundreds of Document Controllers every year, coming from over 50 industries, over 80 countries and 6 continents, and one of the most common topics discussed is the dissatisfaction of Document Controllers (or of their users) with their EDMS (Electronic Document Management Software Package). The most common reasons for EDMS dissatisfaction can be classified in 4 main categories.
Best Practices · 08. April 2019
When is the best moment to discuss & define access rights, and what are the steps to be taken? This chart shows a step by step approach that can be used as a starting point (although of course it needs to be customized based on the processes of the company/entity it is rolled out in).
Best Practices · 08. April 2019
Maintaining the integrity of controlled documents means that we work to avoid any uncontrolled modifications, and any unauthorized access
Best Practices · 06. March 2019
Document Control professionals around the world have questions and concerns about a wide variety of Document Control topics. Those questions can be more or less specific, depending on each case and on its circumstances. There can be four levels of questions about Document Control.
Best Practices · 06. March 2019
Four Document Controllers, working together on the same projects (Client & Contractor) give us their tips on how to manage the relationship between Client and Contractor on a project, from a Document Control perspective.
Best Practices · 16. January 2019
Document Controllers often ask Consepsys what are the basic tools needed to do their job. Depending on the environment wherein Document Control professionals work, they may have access to a varying range and complexity of tools to perform their day-to-day activities. Some Document Control professionals have to operate with very few tools, others are lucky to have at their disposal the very best tools that one can dream about. There is a minimum list of tools required to perform as a DC.
Best Practices · 16. January 2019
Document Controllers often ask Consepsys what are the basic tools needed to do their job. Depending on the environment wherein Document Control professionals work, they may have access to a varying range and complexity of tools to perform their day-to-day activities. Some Document Control professionals have to operate with very few tools, others are lucky to have at their disposal the very best tools that one can dream about. There is a minimum list of tools required to perform as a DC.
Best Practices · 16. January 2019
Document Controllers are not only here to number, register, file, distribute documents. Document Controllers can play an important role when it comes to knowing where the project stands from the deliverables stand-point and what are the potential issues.
Best Practices · 16. January 2019
Start with a fresh mind and perspective and review all the project specifics. In terms of Document Control, that would be for example: what will be the lifecycle of documents on this project? What will be the big steps in the life of documents? When will they need to be reviewed internally? By a Client? By a third party? And how will they be reviewed (tools, turnaround, traceability of comments, etc).
Best Practices · 29. August 2018
When a new member joins your team, it is critical to ensure that their integration is successful and that the transition period is smooth for everyone. “Why” do you ask? Because the opposite situation (whereby the transition and integration are poorly managed) can have catastrophic consequences on the team capacity to work together and on the team spirit and interactions within the group.

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