Document Control – Advanced
Offered via Instructor-Led (4 days)
Gain advanced skills in document control to streamline processes and ensure compliance.
Next Class: 12/02/2025 - Live Stream

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About

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

  • Mireaux’s 3-day Fundamentals of Document Control course 
  • 1-day exploring concepts common to ISO and API standards

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

Description

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

  • Mireaux’s 3-day Fundamentals of Document Control course 
  • 1-day exploring concepts common to ISO and API standards

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.

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.

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.

Teaching Methods

Summary Agenda

  • Introduction to Document Management System (DMS)
  • Designing a Document Management System: o Document Types & Sections o Language & Media o Formatting & Layout o Numbering & Version Control o Folder Structure & Access Rights o File Name & Saving o Creating Templates o External Documents o Control of Records
  • Creating Content within the DMS o Understanding the needs o Interviewing & Process Mapping o Writing tools
  • Controlling Changes to the DMS o Issuing new documents o Changing existing documents o Temporary deviations o Obsoletion o Review & Approval o Publishing & Training
  • Document Management System Compliance • Project and Engineering: o Project Management  o Design & Development o Reading Drawings o Transmittals & Databooks
  • Document Control and Record Keeping across Management Systems: o Policy & Objectives o Training & Competency o Risk Assessment o Maintenance & Calibration o Nonconformances (NCRs) o Internal Audits & Management Reviews o Corrective Actions 

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 5, 2025Live StreamOnline via Microsoft Teams$1,795Add to Cart
Dec 2 - Dec 5, 2025
Live Stream
Location
Online via Microsoft Teams

Self-Paced Online

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