Advanced Document Control

The Advanced Document Control training course is a 4-day course that encompasses:

The course is essentially three days of training on the basics of Document Control plus one day of training in enhanced document control practices, focusing on the following:

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.
Common requirements of the various ISO and API management system standards which impact the control of documents and records functions.

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.

This course is the basis for any other ISO or API course, as shown in our various training tracks. To learn more about the importance of training watch our full video here.

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 Document Management Systems.
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.
The similarities and differences in regard to document control and record keeping, among the most widely used ISO and API management system standards.
How to maintain and retain management system documentation, such as NCRs, Corrective Actions, Audit Plans and Reports, Management Review Meeting Minutes, Calibration Certificates, etc.

Prerequisites

The Advanced Document Control training course does not have any prerequisite courses.

This course has been designed for individuals with no previous knowledge of Document Management Systems who would like to develop a DMS on their own, or for those individuals with little to moderate knowledge who would like to enhance or improve upon their current DMS.

Summary Agenda

Document Types & Sections
Language & Media
Formatting & Layout
Numbering & Version Control
Folder Structure & Access Rights
File Name & Saving
Creating Templates
External Documents
Control of Records

Understanding the needs
Interviewing & Process Mapping
Writing tools

Issuing new documents
Changing existing documents
Temporary deviations
Obsoletion
Review & Approval
Publishing & Training

Project Management
Design & Development
Reading Drawings
Transmittals & Databooks

Policy & Objectives
Training & Competency
Risk Assessment
Maintenance & Calibration
Nonconformances (NCRs)
Internal Audits & Management Reviews
Corrective Actions

Training Methods and Requirements

Public Training via Live Stream or In-Person at the Mireaux Training Center located in Houston, TX (for select class dates).
Private Training In-Person at your facility, or via Live Stream.
Live Stream Participants will need the following tools to effectively complete this course online:
Computer or Laptop
Microphone and Webcam
Strong Internet Connection

Course Materials

Training Course Workbook
Workshops
Case Study
Live Stream (within the US): Hard copies of the training course material will be shipped to participants, 3-5 days prior to the start of training, to the shipping address provided at the time of registration.
Live Stream (outside the US): Soft copies of the training course material will be provided via SharePoint links which can be viewed, downloaded or printed, via email 3-5 days prior to the start of training.
In-Person: Hard copies of the training course material will be provided to participants on the first day upon arrival.

Duration and Course Hours

Successful Completion of Course and Test

Certificate and Continuing Education Units (CEUs)

A Certificate of Completion is provided to all participants upon successful completion of the course. The Certificate awards a total of 2.8 CEUs to participants who attend the entire duration of the course and pass the Test with a minimum score of 70%.