A comprehensive and hands-on course, covering the best practices, the theory, the scope and the boundaries of the Document Control profession.

This course is both for:

• Beginners in Document Control: this course gives a robust foundation for the profession, explains all the tasks and responsibilities, and contains numerous workshops and tutorials. You will acquire competencies that can be applied to day-to-day work.

• Experienced Document Controllers: Most Document Controllers learnt the discipline 'on-the-job'. This course consolidates basics, formalises knowledge and deepens competences. It allows experienced Document Controllers to compare their experience with common / best practices.

• And for everyone, it's a great opportunity to network and share experience with other Document Control professionals.

The course also includes a certification examination for professionals to get their knowledge certified.

1. Introduction to Document Control

What is Document Control and the role of the Document Controller

2. The Basics of Document Control

Document control checks and gatekeeping

3. Document Identification

How to make sure that document are identifiable

Means of identification (numbering, metadata, document description, file naming…)

4. Document Classifying, Filing & Information Security

How to organise documents and manage information security

5. Documents Lifecycle

What is the lifecycle of technical documents? Document creation, modification, review cycle, comments, approval: How to manage documents at each step of their life

How to avoid misuse of obsolete documents

6. Document Distribution

How to ensure an efficient and relevant distribution of documents

7.A Project Document Control

Specifics of Project Document Control ; Managing deliverables; Flow of project documents

Interactions with Client, Contractors, Sub-contractors, Suppliers, Vendors

Master Deliverable Register (MDR)

7.B Unit 7-B: As-Built and Final Documentation

Specifics of As-Built / Final Documentation

Document Controller tasks during As-Built phase

8. Document Control Procedures and Specifications

Why do we need procedures? Which subjects should be included in a Document Control Procedure? 

9. Electronic Document Management Systems

Which software packages are used by Document Controllers? What are the functionalities of Document Control Software Packages? How can it help Document Controllers?

10. Interactions with project teams, engineering teams, managers

How to support technical teams? How to manage work pressure? How to manage difficult situations?

Certification Examination (Last morning of the course)

The course includes an individual 3-hour certification examination (optional, but included in the course fee). 

* Greyed out dates are postponed dates due to the Covid-19 pandemic disruptions to travelling and gatherings. 

Face-to-Face format

Below is the typical schedule for our face-to-face course sessions in our different course locations around the world:

• Functional level in English language

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

• An Examination Pass Certificate is awarded to participants who obtain a pass mark at the Certification Examination 
  

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

• Champion best practices in Document Control, understand their requirements and their benefits
• Explain the requirements for Document Control, traceability, auditability, quality, consistency
• Benchmark / compare their current practices against best practices
• Identify possible improvements to their current practices / system and contribute more effectively to the success of their organisation
• Understand the role of the Document Controller, his/her interfaces, the boundaries of the profession
• Understand the theory and rationale behind Document Control practices
• Be more proficient and effective in daily Document Control tasks and activities

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

DCA - Advanced Document Control 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