Training on Document Control and File Management

Training on Document Control and File Management

About the Program

Ensuring the accuracy, quality, and integrity of the organization’s documentation systems is the ever-evolving process in this technological growing globe. Professional must understand the whole process of controlling documents which include approval, review, revision, and distribution for effective decision making. This program aims at validating professional proficiency in managing, controlling, and administering project and business documentation.

Program Objectives

We aim to:

• Equip participants with basic principles and best practices in document control.
• Foster the development of competencies necessary for effective document management.
• Help participants understand the cycle of document control, acquire the skills to prepare, review, revise, and manage documents.
• Instil a proper documentation and file formatting, handling and distribution, and the protocols for document identification, classification, retention, and disposal in the participants.
• Develop the abilities to safeguard confidentiality, ensure compliance, and maintain consistency in document control procedures within the participants.

Training Period

• Classroom: 5 Days
• Online: 7 Days

Modules

Module 1: Introduction to Document Control.

• What is Document Control?
• The role of the Document Controller.

Module 2: Document Identification.

• How to organize documents.
• How to make sure that documents are identifiable.
• Means of identification (numbering, metadata, document description, file naming…)
• Document control checks and gatekeeping.

Module 3: 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.

Module 4: 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).

Module 5: Document Control Procedures and Specifications.

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

Module 6: 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?
• Manage information security.

Module 7: Interactions with Project Teams, Engineering Teams, Managers.

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

Delivery Method

This program is taught through a mix of practical activities, theory, group work and case studies. Training manuals and additional reference materials are provided to the participants.

CERTIFICATION

Upon successful completion of the training, participants will be awarded a certificate of course completion