Summary

E-Learning modules on Document Control subjects:

• 3-hour web-based modules on selected subjects

• Self-paced: study when you can and where you can

• Fully flexible: each module can be booked individually

• You can buy 1 module only, combine them (mix and match), or buy all the modules: it's up to you!

• You have a lifetime access to your course

Online modules on Document Control Skills

Online modules on Excel for Document Controllers

Modules on Document Control Skills

 Module 1: Introduction to Document Control 

• Document Control Definition
• The Role of the Document Controller
• Types of Documents
• Document Control Process
• Document Control Tasks

Duration: 3 Hours 

Fee: £ 105| $ 150 | € 125| Other

Level: Basic / Fundamental

Course Code: EDC1

 Module 2: Project Document Control

• Flow of Documentation on a Project
• Project Specifics
• Client & Contractor
• Lifecycle of Project Document
• Document Delivery & Approval

Duration: 3 Hours

Fee: £ 105| $ 150 | € 125| Other

Level: Fundamental / Intermediate

Course Code: EDC2

Module 3: Document Control Risks & Benefits

• How to manage the risks related to poor documentation management
• What are these risks?
• Examples of Incidents related to poor document management
• Main measures to mitigate these risks: lessons learnt & best practices
• Benefits of a controlled Documentation system

Duration: 3 Hours 

Fee: £ 105| $ 150 | € 125| Other

Level: Fundamental / Intermediate

       Course Code: EDC3

Module 4: EDMS Implementation

• EDMS* Project Definition
• Selecting the appropriate EDMS*
• Development, Design & Set-up
• Document & Data Migration
• Deployment plan

(*) EDMS = Electronic Document Management Software Package

Duration: 3 Hours 

Fee: £ 105| $ 150 | € 125| Other

Level: Advanced

Course Code: EDC4

Module 5: Document Control Audits

• Audit Criteria
• Audit Preparation
• On-site Activities
• Audit Report
• Follow-up

Duration: 3 Hours 

Fee: £ 105| $ 150 | € 125| Other

Level: Advanced

Course Code: EDC5

Modules on Excel for Document Controllers

All Excel modules are based on a case study: how to build powerful Document Control tools with Excel (Document register, reports & statistics, distribution matrix / RACI charts, transmittal sheets, registers of transmittals, etc)

The syllabus is designed so that you can learn step by step, starting with fundamentals and progressing to advanced and very advanced skills, module after module.

 Excel for Document Controllers - Fundamentals - Module 1A

• Case study: Build a Document Register from scratch
• The Document Register is a critical tool for all Document Controllers. It is used as an example to develop your Excel skills in this module
• Read the learning objectives and list of functions covered in Module 1A here
• Level of Excel skills taught in this module: Basic / Fundamental

Duration: 3 Hours 

Fee: £ 105| $ 150 | € 125| Other

Level: Fundamentals

Course Code: EXL 1A

Availability: This module is available now!

 Excel for Document Controllers - Intermediate - Module 2B

• Case study: Improve the operability, the exploitability and the ergonomics of a Document Register
  
• The Document Register is a critical tool for all Document Controllers. It is used as an example to develop your Excel skills in this module
• Read the learning objectives and list of functions covered in Module 2B here
• Level of Excel skills taught in this module: Intermediate

Duration: 3 Hours 

Fee: £ 105| $ 150 | € 125| Other

Level: Fundamentals

Course Code: EXL 2B

Availability: This module is available now!

 Excel for Document Controllers - Intermediate - Module 2C

• Case study: Learn to create simple time-saving programming code (macros), create intelligent dropdown lists that adpat to a pre-specified category, cleverly process dates to create automatic transmittal numbers, create automatic data look-up tools
  
• Typical Excel-based Document Control tools are used: Document Register, Transmittal Register, large tables/matrices of data
• Read the learning objectives and list of functions covered in Module 2C here
• Level of Excel skills taught in this module: Intermediate

Duration: 3 Hours 

Fee: £ 105| $ 150 | € 125| Other

Level: Fundamentals

Course Code: EXL 2C

Availability: This module is available now!

Modules on Document Control topics for Interfaces & Other Job Functions

Module NDC01 - The importance of Document Control - for Management & Supervisory Roles

• Module 1 - Purpose of the course and the role of Managers & Supervisors
• Module 2 - The mission of Document Control
• Module 3 - Importance of Document Control for Managers and Supervisors
• Module 4 - Common pitfalls
• Module 5 - Document Control – an ally for success

 Certificate

• A certificate of completion is sent by email immediately upon completion of the module

• Assessment is done through online tests and checks  

 Pre-Requisites

• No formal qualification or experience required

• Courses are delivered in English: a functional level in English language is recommended

What does Fundamental, Intermediate or Advanced mean?

• There are 3 levels of courses:
• • Basic or Fundamental: Basic theory and fundamental concepts for individuals who are new to the Document Control profession.
  • Intermediate: Topics and concepts targeted at experienced Document Control professionals seeking more in-depth knowledge.
  • Advanced: Material aimed at very experienced professionals or team leaders who need to undertake advanced and very challenging activities, with a strategic approach.
• Each module has an indication of its level:
• • EDC1: Fundamental
  • EDC2: Fundamental / Intermediate
  • EDC3: Intermediate / Advanced
  • EDC4: Advanced
  • EDC5: Advanced

Frequently Asked Questions (FAQ)

• Read the FAQ here

Kirsten

Australia

Norma

Canada

Lilian

United Kingdom

Please note that these courses are different from the Certified Courses & Exam which have to be done face-to-face.

The e-learning courses are beneficial to:

- get an introduction to Document Control (Modules 1 to 3)

- learn more on specific Document Control subjects (Modules 3 to 5)

E-learning courses & Face-to-Face courses are actually quite complementary: do they do not cover the same scope.

The Certification Examination is only delivered in a face-to-face setting.

Links to Certified Courses:

• Certified Document Controller Training Course
• Certified Lead Document Controller Training Course