Document Control – Fundamentals
Offered via Instructor-Led (3 days)
Understand the core principles of ISO and API standards and build the knowledge to support compliance effort
Next Class: 12/02/2025 - Live Stream

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About

The 3-day Fundamentals of Document Control training course is a one-of-a-kind course, designed and developed by Mireaux based on more than 18 years of creating, managing, and improving documentation for organizations around the world.

Description

The 3-day Fundamentals of Document Control training course is a one-of-a-kind course, designed and developed by Mireaux based on more than 18 years of creating, managing, and improving documentation for organizations around the world.

If you have been dealing with a Document Management System (DMS) but never received formal training, this course will help you debunk many of the myths surrounding Document Control. Regardless of the standard your organization complies with or is certified to, once you attend our Fundamentals of Document Control course, you will feel empowered to improve your own system and question the status quo.

If you are new to the world of Document Control and the ISO or API standards, you will be amazed at the vast knowledge you will gain upon completion of this course.

This remarkable course touches on the following areas:

  • The design of a DMS, from defining the types of documents to be used in your organization, to the numbering, version, approval, distribution, and training of those documents.
  • Process mapping and writing techniques that lead to the creation of useful documents.
  • Controlling changes to the DMS, such as issuing new documents, making updates or obsoleting documents.
  • Best practices associated with engineering and project management documents, such as Databooks, Transmittals, P&ID, Project Plans, etc.  

The course is filled with practical exercises and real application examples to help participants develop a hands-on understanding that will facilitate the implementation of a world-class Document Management System.  

Learning Objectives​

By the end of the course, participants should have attained knowledge and understanding of the following concepts:

  • How to establish a DMS including the creation, review, approval, saving, and the publishing of internal documents.
  • How to map a process and create effective procedures or work instructions.
  • The basic document control requirements and misconceptions that will empower participants to challenge their existing or legacy DMS.
  • How to maintain and retain project and engineering documentation, such as Project Plans, Project Reports, Engineering Drawings, P&ID, Transmittals, etc.
  • The structure and components of a Databook; the review and approval of such, as well as the distribution. 

Prerequisites​

By the end of the course, participants should have attained knowledge and understanding of the following concepts: 

  • How to establish a DMS including the creation, review, approval, saving, and the publishing of internal documents.
  • How to map a process and create effective procedures or work instructions.
  • The basic document control requirements and misconceptions that will empower participants to challenge their&

Teaching Methods

Summary Agenda

Foundations of Document Management:

  • Introduction to DMS
  • Designing a DMS
  • Media
  • Document Types

Document and Content Format:

  • Header and Footers
  • Document Sections
  • Fonts and Conventions
  • Text Layout
  • Language

Control and Traceability:

  • Document Numbering
  • Version Control
  • Revision Log

Filing and Templates:

  • Access Rights
  • File Name and Saving
  • Folder Structure
  • Create Templates

Creating Content:

  • Interview & Process Mapping
  • Useful Words
  • Writing Person

Change Control and Release:

  • Change Existing Documents
  • Document Change Control
  • Temporary Deviations
  • Obsoletion
  • Publishing and Training
  • Review and Approval

Impact and Compliance:

  • DMS Compliance
  • Assessing Impact on the MS

Standards and Document Control:

  • Control of Records
  • External Documents
  • Standards and Document Control

Project and Engineering Documents:

  • Design and Development
  • Project Management
  • Reading Drawings
  • The Gulf of Mexico

Document Control in Engineering:

  • Transmittals
  • Databooks

Successful Completion​

Participants’ successful completion of the course is determined by:

  • Active participation  
  • Completion of workshops administered at various stages of the class.
  • Completion of Test. 

Upcoming Classes

DatesDelivery MethodLocationCost (USD)Register
Dec 2 - Dec 4, 2025Live StreamOnline via Microsoft Teams$1,595Add to Cart
Dec 2 - Dec 4, 2025
Live Stream
Location
Online via Microsoft Teams

Self-Paced Online

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