Document Control training outline for Junior and Intermediate Document Controllers
The Document Control Training is a comprehensive modular program designed for Junior and Intermediate Document Controllers working in project-driven industries, particularly Oil & Gas. This 3 day training provides foundational to intermediate skills in managing the complete document lifecycle across upstream, midstream, and downstream operations. The course covers essential topics including document classification, numbering systems, control procedures, registers and tracking, Electronic Document Management Systems (EDMS), ISO audit requirements, stakeholder communication, and project close-out documentation. Through practical exercises, case studies, and hands-on EDMS demonstrations, participants learn to enforce document control procedures, manage workflows, and ensure compliance with industry standards. Participants will gain the ability to maintain Master Document Registers, handle confidential information ethically, and support audit readiness while understanding career progression paths in document control. The training includes assessment through knowledge tests and practical exercises, culminating in a certificate of completion.
Course Curriculum
1
- Target Audience: Junior & Intermediate Document Controllers
- Training Duration: 3 days (modular)
- Training Method: Presentation, demos, exercises, case studies
- Comprehensive foundation to advanced document control practices
- Industry focus on Oil & Gas (Upstream, Midstream & Downstream)
2
- Audience: Junior & Intermediate
- Duration: 23 hours
- Topics:
- What is Document Control?
- Why Document Control is critical in projects & operations
- Role of a Document Controller vs Records Manager
- Document lifecycle overview
- Upstream, Midstream & Downstream document environment (Oil & Gas)
- Learning Outcome:
- ? Understand the purpose and value of document control
3
- Audience: Junior
- Duration: 2 hours
- Topics:
- Controlled vs uncontrolled documents
- Internal vs external documents
- Technical, commercial, and management documents
- Drawings vs documents
- Transmittals and correspondence
- Practical Exercise:
- Identify and classify sample project documents
4
- Audience: Junior & Intermediate
- Duration: 2 hours
- Topics:
- Importance of standard numbering systems
- Document numbering structure
- Revision numbering (A, B, C / 0, 1, 2)
- Status codes (IFR, IFA, IFC, As-Built)
- Common mistakes to avoid
- Practical Exercise:
- Create document numbers using a project coding system
5
- Audience: Junior & Intermediate
- Duration: 3 hours
- Topics:
- Document creation and review workflow
- Approval processes
- Distribution and access control
- Change management
- Superseded and obsolete documents
- Learning Outcome:
- ? Ability to follow and enforce document control procedures
6
- Audience: Junior & Intermediate
- Duration: 3 hours
- Topics:
- Master Document Register (MDR)
- Incoming & outgoing document registers
- Tracking reviews, approvals, and deadlines
- Transmittal logs
- KPI basics (turnaround time, overdue documents)
- Practical Exercise:
- Populate and update a document register
7
- Audience: Intermediate
- Duration: 34 hours
- Topics:
- Overview of EDMS (Aconex, SharePoint, OpenText, M-Files)
- Folder structures & metadata
- Version control in EDMS
- Permissions & security
- Audit trails
- Practical Exercise:
- Upload, revise, and retrieve documents in a demo EDMS
8
- Audience: Junior & Intermediate
- Duration: 23 hours
- Topics:
- ISO 9001 requirements for documented information
- ISO 14001 & 45001 document relevance
- Document control during audits
- Common audit findings and how to avoid them
- Record retention & disposal
9
- Audience: Intermediate
- Duration: 2 hours
- Topics:
- Working with engineers, vendors & contractors
- Email etiquette and professional communication
- Handling urgent document requests
- Escalation protocols
- Managing pressure and deadlines
10
- Audience: Intermediate
- Duration: 23 hours
- Topics:
- Project close-out requirements
- As-built documents
- Final document handover
- Archiving and retrieval
- Lessons learned
11
- Audience: Junior & Intermediate
- Duration: 12 hours
- Topics:
- Confidentiality & data protection
- Ethical handling of documents
- Career path: Junior ? Senior ? Lead Document Controller
- Certifications and continuous learning
12
- Knowledge test
- Practical document control exercise
- Certificate of participation/completion
This course includes
- 12+ Activity Modules
- 40 hours + lessons
- Lifetime access
- Certificate of completion
- Available on desktop and mobile
What Our Participants Say
Hear from participants who have experienced our training.
The facilitator’s wealth of experience was both striking and beneficial. He really helped translate concepts to real life.
The practical session where step by step of the lecture is broken down in visual and practice
I enjoyed the interactivity. It was also very direct, pointing out to us the key things to look for in the bidding, tender and proposal administration process, while also ensuri...
The practical session of the class which helped in giving a live run through of the necessary bidding and tender platform
The atmosphere was very pleasant, as it was an interactive and engaging session, which I personally enjoyed.
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