Document Control

Course Information

  • We have a lot of information—and it’s growing
  • We have a lot of recorded information—in paper or other media.
  • We have a lot of information that isn’t “Record Information.”

A lot of people find document control to be exceptionally tedious. We understand! However, the simple fact is that following basic document control principals can help make almost any business more efficient.

Document control is all to do with transferring information between relevant parties.

We need to ensure that the information that reaches the end user is correct; therefore the document must be controlled to ensure that this is the case.

Learning Objectives

At the end of this course, trainees will be able to:

  • explain the difference between documents and records;
  • describe the hierarchy of documents and the role of each level;
  • outline the contents of a quality manual;
  • outline the content that should be included in a standard operating procedure;
  • explain the important steps, or elements, of a laboratory document management system;
  • Describe methods and tools to properly store documents and records.

Module 1

Introduction & Basic terminology

  • What is document control and why do we need it
  • Document controls and how they can be applied
  • Manual archiving
  • Electronic archiving
  • IT role in document control

Module 2

Document control information & steps

  • What is the difference between documents and records
  • EMS Documentation
  • Document Formats
  • Records & Documents Management
  • Electronic Documents
  • Practical case

Module 3

Effective document control system

  • Document Control and QMS – ISO 9001
  • Policies & Procedures
  • Steps of building an effective system
  • Common problems with document control
  • Review & course feedback


DISS Certificate

Who Should Attend

Our course is designed for those who are responsible for dealing with documents, archiving: executive secretaries, secretaries, document controllers, ERP implementers, HR & finance junior level, data entry.




Three Day Course – 3 hours each day



Three Day Course – 3 hours each day

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