Course summary
This course covers the best practices of Document Control with a very practical and hands-on approach,
and it goes through all the components, the core expert topics and activities of the profession.
It also defines the theory, the scope, the boundaries and the ethics of the 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 to get recognised through the certification examination.
And for everyone, it's a great opportunity to network and share experience with other
Document Control professionals.
At the end of this course, professionals can get certified by taking our internationally
recognized certification examination.
Course content
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
The course includes an individual 3-hour certification examination (optional, but included in the course
fee).
CERTIFICATE
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
COURSE OBJECTIVES
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
