Data

Document Control Professional: Document Management, EDMS, ISO 9001 & Project Documentation

Master Document Control, Records Management, EDMS, ISO Compliance and Project Documentation.

8 weeks Beginner to Job-ready Online, live + self-paced
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Course overview

The course combines Document Control, Records Management, Quality Management, Project Documentation, EDMS and Audit Readiness.

Participants will learn both traditional/manual document control and modern electronic document management practices.

Learning outcomes

  • Explain the principles and purpose of Document Control.
  • Understand the role and responsibilities of a Document Controller.
  • Manage documents throughout their complete lifecycle.
  • Create document numbering and naming conventions.
  • Maintain Document Registers and Document Control Logs.
  • Apply version and revision control.
  • Manage document review and approval workflows.
  • Prepare and manage document transmittals.
  • Control internal and external documents.
  • Manage obsolete and superseded documents.
  • Understand ISO 9001 documented information requirements.
  • Differentiate documents from records.
  • Develop effective filing and folder structures.
  • Manage physical and electronic records.
  • Understand EDMS concepts and workflows.
  • Apply metadata and document classification.
  • Manage document access, security and permissions.
  • Track document status and outstanding actions.
  • Prepare documentation for internal and external audits.
  • Produce professional Document Control reports.
  • Use Microsoft Excel for Document Control activities.
  • Understand project document control in engineering and construction environments.
  • Support project handover and document close-out.
  • Build a practical Document Control System.

Career opportunities

Document Controller (Junior & Senior roles) Project Document Controller EPC Engineering / Construction Document Controller Oil & Gas EPC Document Controller Record Management Officer/Project Administrator EDMS Administrator Information Management Officer Technical, QA/QC Documentation Officer Document Management Specialist

Career pathway

  1. Information Governance Officer
  2. Knowledge Management Officer
  3. Document Management Consultant
  4. Information Management Consultant

Course modules

1 Introduction to Document Control
Fundamentals of Document Control
• What is Document Control?
• What is Records Management?
• Difference between Document Control and Records Management
• Why Document Control is important
• Objectives of Document Control
• Document Control in modern organizations
• The role of information in organizational operations
• Consequences of poor document control
• Document-related risks
• Document Control terminology

Key Terminology
• Controlled Document
• Uncontrolled Document
• Documented Information
• Record
• Revision
• Version
• Status
• Approval
• Distribution
• Transmittal
• Metadata
• Document Register
• Master Document Register
• Document Number
• Retention
• Archive
• Obsolete Document
• Superseded Document
• EDMS
• DMS
• Workflow
• Audit Trail

Role of the Document Controller
Topics
• Who is a Document Controller?
• Document Controller responsibilities
• Document Controller competencies
• Daily activities of a Document Controller
• Document Controller vs Records Officer
• Document Controller vs Project Administrator
• Document Controller vs Information Manager
• Working with Project Managers
• Working with Engineers
• Working with QA/QC
• Working with Consultants
• Working with Contractors
• Working with Clients
• Working with Vendors and Suppliers

Typical Daily Workflow
• Receive
• Register
• Check
• Route
• Track
• Follow up
• Distribute
• File
• Update
• Report
• Archive
2 Document Lifecycle, Classification & Numbering
Document Lifecycle Management
Understanding the complete document lifecycle:
Create → Review → Approve → Issue → Distribute → Use → Revise → Re-approve → Supersede → Archive/Dispose

• Document creation
• Document identification
• Document review
• Document approval
• Document issue
• Document distribution
• Document revision
• Document withdrawal
• Document archiving
• Document retention
• Document disposal
Document Status Codes

Examples:
• Draft
• For Review
• For Approval
• Approved
• Approved with Comments
• For Construction
• For Information
• Issued for Use
• Superseded
• Obsolete

Document Classification, Numbering & Naming
Topics
• Document classification
• Document categories
• Document hierarchy
• Document numbering systems
• Naming conventions
• Project codes
• Discipline codes
• Document type codes
• Sequential numbering
• Revision numbering
• Status codes
• File naming standards

Example
A project document number may contain:
PROJECT-DISCIPLINE-DOCUMENT TYPE-SEQUENCE-REVISION

Example:
ABC-CIV-DRG-00125-R02
Students learn how to interpret each component.

Document Categories
• Policies
• Procedures
• Manuals
• Forms
• Work Instructions
• Drawings
• Specifications
• Reports
• Calculations
• Method Statements
• Inspection Records
• Test Records
• Correspondence
• Contracts
• Purchase Orders
• Certificates
3 Document Registers, Revision & Version Control
Document Registers and Tracking Logs
• What is a Document Register?
• Master Document Register (MDR)
• Document Control Register
• Drawing Register
• Correspondence Register
• Submittal Register
• Transmittal Register
• Revision Register
• Technical Query Register
• RFI Register
• Action Tracker
• Vendor Document Register

Typical Register Fields
• Document Number
• Document Title
• Document Type
• Discipline
• Originator
• Contractor
• Revision
• Status
• Date Received
• Date Submitted
• Review Due Date
• Approval Date
• Distribution
• Remarks

Microsoft Excel for Document Control
• Tables
• Filters
• Sorting
• Data validation
• Conditional formatting
• Drop-down lists
• Freeze panes
• Formulas
• Search
• Status tracking
• Basic dashboards

Revision and Version Control
• What is revision control?
• What is version control?
• Revision numbering systems
• Version numbering
• Revision history
• Change descriptions
• Revision clouds
• Change identification
• Approval after revision
• Superseding previous versions
• Preventing unauthorized versions
• Controlling copies

Revision Examples
• Rev 00
• Rev 01
• Rev 02
• Rev A
• Rev B
• Rev C
4 Document Review, Approval & Transmittals
Document Review & Approval Workflow
• Document review process
• Technical review
• Quality review
• Management review
• Client review
• Approval workflow
• Review comments
• Comment resolution
• Approval status
• Re-submission
• Review deadlines
• Escalation procedures

Typical Workflow
Originator → Document Control → Reviewer → Approver → Document Control → Distribution
Document Review Tools

• Review stamps
• Comment sheets
• Review matrices
• Approval forms
• Workflow systems
• Electronic approvals

Transmittals & Document Distribution
• What is a transmittal?
• Purpose of transmittals
• Transmittal numbering
• Preparing transmittals
• Incoming transmittals
• Outgoing transmittals
• Document distribution
• Distribution matrices
• Distribution lists
• Acknowledgement of receipt
• Tracking submissions
• Late responses
• Document return requirements

Transmittal Contents
• Transmittal Number
• Date
• Sender
• Recipient
• Document Number
• Document Title
• Revision
• Status
• Quantity
• Purpose
• Remarks
5 Iso 9001, Quality & Records Management
Document Control & ISO 9001
• Introduction to ISO 9001
• Quality Management Systems
• Documented Information
• ISO 9001:2015 Clause 7.5
• Creating documented information
• Updating documented information
• Identification and description
• Format and media
• Review and approval
• Control of documented information
• Availability and suitability
• Distribution and access
• Storage and preservation
• Change control
• Retention and disposition
• Control of externally provided documented information

Records Management
• Documents vs Records
• Types of organizational records
• Record creation
• Record classification
• Record indexing
• Record storage
• Record retrieval
• Record retention
• Record protection
• Record disposal
• Archiving
• Legal and regulatory requirements
• Confidential records
• Sensitive information
• Record integrity
• Traceability

Retention Schedule
Students learn how to create:
Record Type → Owner → Storage Location → Retention Period → Disposal Method
6 EDMS, Digital Document Control & Information Security
Electronic Document Management Systems (EDMS)
• What is EDMS?
• EDMS vs DMS
• Why organizations use EDMS
• Components of an EDMS
• Document repositories
• Metadata
• Indexing
• Search and retrieval
• Workflow automation
• Version control
• Approval workflow
• Audit trails
• Notifications
• Document permissions
• Document history
• Electronic signatures
• Document archiving

EDMS Examples
• Microsoft SharePoint
• Aconex
• Autodesk Construction Cloud
• Procore
• OpenText
• M-Files
• Documentum
• Other enterprise DMS/EDMS platforms

Digital Filing, Security & Access Control
• Digital folder structures
• File naming
• Metadata
• Document indexing
• Search strategies
• Access permissions
• Role-based access
• Confidentiality
• Data protection
• Document security
• Backup
• Disaster recovery
• Audit trails
• Unauthorized document changes
• Document sharing
• Cloud storage
• Email document management
7 Project Document Control & Audit Readiness
Project Document Control
• Project Document Control
• Engineering Document Control
• Construction Document Control
• EPC Document Control
• Contractor documentation
• Consultant documentation
• Client documentation
• Vendor documentation
• Engineering drawings
• Technical documents
• Method statements
• Material submittals
• Inspection documents
• Test reports
• RFIs
• Technical queries
• Correspondence
• Site documentation
• As-built documentation

Project Documentation Workflow
Contract → Engineering → Procurement → Construction → Inspection → Testing → Commissioning → Handover

Audit Readiness & Document Control Compliance
Topics
• What is an audit?
• Internal audits
• External audits
• Client audits
• Certification audits
• Document Control audit requirements
• Audit trails
• Objective evidence
• Document traceability
• Missing documentation
• Unauthorized documents
• Obsolete documents
• Incomplete approvals
• Incorrect revisions
• Poor filing
• Audit findings
• Nonconformities
• Corrective actions

Audit Preparation
Students learn how to verify:
• Current approved documents
• Revision status
• Document registers
• Approval records
• Distribution records
• Retention records
• Obsolete document controls
• External documents
• Audit trails
8 Reporting, Handover & Capstone Project
Document Control Reporting & Performance Monitoring
• Document Control reports
• Daily reports
• Weekly reports
• Monthly reports
• Outstanding documents
• Overdue documents
• Pending approvals
• Revision statistics
• Submission statistics
• Document turnaround time
• Document status reports
• Document ageing
• KPI monitoring

Document Control KPIs

Examples:
• Number of documents received
• Number of documents issued
• Number of documents pending review
• Number of overdue documents
• Average review turnaround time
• Number of rejected documents
• Number of documents awaiting approval
• Percentage of documents correctly controlled
• Number of obsolete documents identified

Microsoft Excel Reporting
Students create:
• Pivot Tables
• Charts
• KPI summaries
• Status dashboards
• Aging reports
• Outstanding document reports


Project Handover, Close-Out & Final Assessment

Salary trend

Entry level₦100k–₦180k/mo or above
Mid level₦300k–₦500k/mo or above
Senior level₦500k+/mo or above

Estimated Nigerian market ranges; varies by role, company, and experience.

Ready to start your Document Control Professional: Document Management, EDMS, ISO 9001 & Project Documentation journey?

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