A comprehensive, hands-on and very interactive document control training course, covering all aspects of document control tasks. 

In this course we will cover the basics (such as document checks, numbering, identification, filing, distribution) as well as more advanced subjects (such as lifecycle, as-built, procedures, reports, interfaces).

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

4. Document Classifying & Filing

How to organise documents and manage information security

5. Document Distribution

How to ensure an efficient and relevant distribution of documents

6. Managing Documents Throughout Their Lifecycle

What is the lifecycle of technical documents? How to manage documents at each step of the lifecycle? How to avoid misuse of documents?

7. As-Built and Final Documentation

What is an As-Built document and what are the specifics for the management of these documents?

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). 

• 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:

• Explain the requirements for document control, traceability, auditability, quality, consistency
• Understand the role of the document controller and his/her interfaces
• List out and perform the critical quality checks to run on documentation
• Understand what a deliverable is and how it is managed
• Understand and explain the rationale behind document numbering and identification
• Manage documents through their lifecycle
• Make the distinction between working and official documents
  
• Understand the requirement for document templates
• Ensure the traceability of documents, comments, distribution and transmittal
• Understand document control specifications and procedures
• Ensure document distribution and manage document review and approval
• Understand the work for As-Built and Final Documentation phases
• Understand the requirements for document security and confidentiality and the means for document protection
• Understand and explain the requirements for electronic document management systems (EDMS)
• Build and issue reports on document status
• Interact with technical teams and managers

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