Document Control

Document Control Course Outline includes the key topics and objectives to ensure a comprehensive understanding of document control processes and best practices.

Course Overview

Target Audience: Document control professionals, project managers, administrative staff

Course Format: Lectures, discussions, practical exercises, and assessments

Module 1: Introduction to Document Control

Objectives:

  • Understand the importance of document control.
  • Identify key terms and concepts.

Topics:

  • Definition of Document Control
  • Importance of Document Control in organizations
  • Key terms (e.g., document, record, revision, version)

Module 2: Document Control Processes

Objectives:

  • Learn the standard processes involved in document control.

Topics:

  • Document creation and formatting
  •  Document review and approval processes
  • Document distribution and retrieval
  • Document archiving and retention policies

Activities:

  • Case studies and group discussions

Module 3: Document Control Tools and Software

Objectives:

  • Familiarize participants with various document control tools and software.

Topics:

  • Overview of document management systems (DMS)
  • Popular software (e.g., Aconex, SharePoint, Documentum)
  • Features and functionalities

Activities:

  • Software demonstration and hands-on practice

Module 4: Compliance and Standards

Objectives:

  • Understand compliance requirements related to document control.

Topics:

  • Regulatory standards (ISO 9001, ISO 14001, etc.)
  • Industry-specific requirements
  • Best practices for maintaining compliance

Activities:

  • Group discussions on case studies related to compliance failures

Module 5: Change Management and Version Control

Objectives:

  • Learn how to manage changes and version control effectively.

Topics:

  • Understanding change management processes
  • Version control strategies
  • Document change requests and approvals

Activities:

  • Practical exercises on version control scenarios

Module 6: Auditing and Quality Control

Objectives:

  • Understand the auditing process related to document control.

Topics:

  • Internal and external audits
  • Quality assurance practices
  • Identifying and mitigating risks in document control

Activities:

  • Mock audit exercises and peer reviews

Module 7: Implementation of Document Control Systems

Objectives:

  • Learn how to implement an effective document control system.

Topics:

  • Steps for implementing document control systems
  • Training and support for staff
  • Continuous improvement strategies

Activities:

  • Group project: Design a document control plan for a hypothetical organization

Module 8: Final Assessment and Course Wrap-Up

Objectives:

  • Evaluate participants’ understanding of the course material.

Activities:

  • Final assessment (quiz or practical project)
  • Feedback session
  • Course conclusion and certifications
  • Materials Required
  • Course manual/handouts
  • Access to document control software (if applicable)
  • Case study materials
  • Evaluation Methods
  • Participation in discussions and activities
  • Quizzes and assessments
  • Group projects

This course structure can be adapted based on specific industry needs or organizational requirements. The combination of lectures, practical exercises, and case studies aims to provide a well-rounded understanding of document control processes.

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