Document Controller – Basic

Course Outline

Introduction to Document Control
What is Document Control and the role of the Document Controller?

The Basics of Document Control

• Authentication Process
• Validation Process
• Proper Control
• Repository

Project Stages

• Pre-Qualification
• Tender
• Contract / Construction
• Close-Out
• Retention

Maintaining Documents Status Log

• Entry of the documents information in to the Log (Correspondences & Engineering/Technical documents)
• Document Classifying, Filing & Information Security
• How to organize documents and manage information security

Documents Lifecycle

• What is the lifecycle of technical documents?
• Document creation, modification, review cycle, comments, approval, etc….
• How to manage documents at each step of their life
• How to prevent unintended of obsolete documents

Document Distribution
How to ensure an efficient and relevant distribution of documents

Project Document Control (Construction & Close-out)

• Specifics of Project Document Control
• Managing deliverables
• Flow of project documents
• Interactions with Client, Contractors, Sub-contractors, Suppliers, Vendors
• Master Deliverable Register (MDR)
• Specifics of As-Built / Final Documentation
• Document Controller tasks during As-Built phase

Document Control Procedures and Specifications

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

Interactions with project teams, engineering teams, managers

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