This hands-on course aims at preparing Document Control professionals to perform advanced non-routine Document Control tasks in their daily environment.

Through a balanced combination of lectures, workshops, tutorials and peer-review sessions, participants will learn how to better start and finish a project, issue useful reports and statistics on the status of documents, implement and measure meaningful KPIs (*), write fool-proof procedures, raise awareness about Document Control, and formally manage their professional competencies.

Unit 1: Understand Document Control stakeholders and their requirements

• Understand your department manager’s / project manager’s needs and ensure that you meet them
• Ensure that you are useful and recognized member of the team and that you add value

Unit 2: Setting up Document Control for a new project

• Analyse requirements (internal, client’s, project management team)
• Understand the difference of perspectives from the Client’s point of view and from the Contractor’s point of view
• Plan what needs to be implemented
• Implement procedures, templates, registers, numbering, distribution, reviews, etc.
• Prepare for the project kick-off
• Design workflows

Unit 3: Reporting on the status of documents

• KPIs (*) and metrics to measure performance
• Design statistics for the management team
• Understand users’ requirements
• Present and communicate meaningful, fit-for-purpose and useful statistics and reports
• Excel case-study workshop

Unit 4: Writing Document Control Procedures, Specifications, Requirements

• What makes a good Document Control procedure / requirements
• How to make a procedure / requirements easy to understand
• Producing fool-proof procedures and requirements
• How to formulate formal clauses and wording
• Create mechanisms for improving / updating procedures

Unit 5: Raising awareness about Document Control

• Organise straight forward and meaningful inductions for new team members (e.g. engineers, technical teams, etc.)
• Communicating about roles and responsibilities, processes, procedures
• Awareness of risks of not managing documents properly
• Awareness of benefits of managing documents properly
• Calculating the return on investment (ROI) of Document Control
• Developing influencing skills

Unit 6: Organising an As-Built documentation package

•  Analyse requirements
•  Plan what needs to be done
•  Documentation preparation and handling
•  Documentation checking
•  Documentation delivery

Unit 7: Managing your competencies

• Assess your competency level through the Consepsys DC Competency Matrix
• Assess how you compare with your peers / other Document Controllers
• Explore areas for development
• Plan the development of your skills and competencies 

(*) KPI = Key Performance Indicators

A Certificate of Attendance is issued to all participants who attended the course satisfactorily

By the end of this course, participants will be able to:

• Develop a structured approach to understanding their manager’s needs and to ensure that they meet them
• Be more proficient in non-routine Document Control tasks and activities
• Add more value to their teams / departments
• Contribute more effectively to the success of their organisation
• Manage their competencies
  

Payment methods:

• Debit or Credit Card
• Bank Transfer
• Paypal

Payment terms:

• Enrolment is confirmed upon receipt of full payment of the course fee
• Payment is due within 7 days after registration and issuance of invoice
• If you would like to pay by instalment, let us know when you enrol - please note that the full course fee will have to be paid before the course

DCC - Certified Document Controller Training Course

DCM - Certified Lead Document Controller Training Course

MGR - Transitioning to a Manager Position

Compare Course Options

We also offer online short course modules (e-learning):

EDC - Short Online Course Modules on Document Control