Document Control Management Training Service | in Dammam - Riyadh - Jeddah - Makkah

Document Control Management training covering document lifecycle, version control, change management, and records management for compliance and efficiency.

Course Title

Document Control Management

Course Duration

1 Day

Competency Assessment Criteria

Practical Assessment and Knowledge Assessment

Training Delivery Method

Classroom (Instructor-Led) or Online (Instructor-Led)

Service Coverage

Saudi Arabia - Bahrain - Kuwait - Philippines

Course Average Passing Rate

98%

Post Training Reporting

Post Training Report(s) + Candidate(s) Training Evaluation Forms

Certificate of Successful Completion

Certification is provided upon successful completion. The certificate can be verified through a QR-Code system.

Certification Provider

Tamkene Saudi Training Center - Approved by TVTC (Technical and Vocational Training Corporation)

Certificate Validity

2 Years (Extendable with additional training hours)

Instructors Languages

English / Arabic / Urdu / Hindi / Pashto

Training Services Design Methodology

ADDIE Training Design Methodology

Course Overview

This comprehensive Document Control Management training course equips participants with essential knowledge and practical skills required for establishing effective document control systems, managing organizational documentation, and ensuring document integrity throughout the document lifecycle. The course covers fundamental document control principles along with practical techniques for document creation, review and approval, version control, distribution management, change control, and records retention to enable document controllers and administrators to maintain accurate documentation, ensure regulatory compliance, and support organizational efficiency.

Participants will learn to apply proven methodologies including Document Lifecycle Management, Version Control systems, Change Control procedures, Review and Approval workflows, Access Control protocols, and Records Management standards to create controlled documents, manage revisions systematically, control distribution, implement change management, maintain document repositories, and ensure compliance with regulatory requirements. This course combines theoretical concepts with practical applications and real-world case studies to ensure participants gain valuable skills applicable to their professional environment while emphasizing accuracy, traceability, accessibility, and continuous improvement.

Key Learning Objectives

Understand document control principles and system requirements
Implement effective document lifecycle management processes
Apply version control and document numbering systems
Manage document review, approval, and release workflows
Control document distribution and access appropriately
Execute document change control procedures systematically
Maintain document repositories and records management
Ensure compliance with quality standards and regulations

Group Exercises

Document creation practice including (using templates, applying numbering system, completing metadata, initiating approval workflow)
Change control simulation including (processing change request, conducting impact assessment, updating documents, managing distribution)

Knowledge Assessment

Technical quizzes on document control concepts including (multiple-choice questions on lifecycle stages, version control, regulatory requirements)
Scenario-based assessments including (analyzing document control situations, determining appropriate actions, solving system challenges)
System application exercises including (assigning document numbers, determining approval requirements, managing revisions)
Compliance evaluation including (assessing document control practices, identifying gaps, ensuring regulatory adherence)

Course Outline

1. Introduction to Document Control Management

Document control definition including (systematic management, document lifecycle, version control, access control)
Document control importance including (consistency, compliance, quality assurance, knowledge management, liability protection)
Document types including (procedures, work instructions, specifications, drawings, forms, records)
Regulatory requirements including (ISO 9001, ISO 13485, FDA regulations, industry standards, audit requirements)
Document controller role including (gatekeeping, system maintenance, training support, audit preparation)

2. Document Control System Fundamentals

System components including (document repository, indexing, version control, workflow, access control)
Document hierarchy including (policy, procedures, work instructions, forms, records, reference documents)
System objectives including (controlled distribution, current versions, obsolete prevention, easy retrieval, audit trail)
Electronic versus paper systems including (document management software, hybrid systems, transition strategies)
System requirements including (user access, search capability, version tracking, backup, security)

3. Document Lifecycle Management

Lifecycle stages including (creation, review, approval, release, distribution, revision, obsolescence, archival)
Creation phase including (template use, formatting standards, numbering assignment, metadata capture)
Review and approval including (technical review, management approval, workflow routing, signature requirements)
Release and distribution including (controlled distribution, notification, accessibility, training)
Revision and retirement including (change control, supersession, obsolete marking, archival)

4. Document Numbering and Identification Systems

Numbering system design including (logical structure, hierarchical coding, version identification, uniqueness)
Numbering components including (document type, department, sequence, version, revision)
Version identification including (major revisions, minor revisions, draft versions, nomenclature)
Document titles including (clear naming, descriptive titles, consistency, searchability)
Metadata requirements including (author, date, approver, keywords, category, status)

5. Document Templates and Formatting Standards

Template purpose including (consistency, efficiency, completeness, professional appearance, brand compliance)
Standard elements including (header/footer, title block, revision history, approval signatures, page numbering)
Formatting requirements including (fonts, spacing, headings, margins, style guide)
Content structure including (purpose, scope, definitions, responsibilities, procedures, references, attachments)
Template management including (master templates, updates, access control, version control)

6. Document Review and Approval Workflow

Review process including (technical review, cross-functional review, SME input, comment resolution)
Approval authority including (responsibility matrix, approval levels, delegation, signature requirements)
Workflow routing including (sequential routing, parallel routing, conditional routing, escalation)
Review timeframes including (review deadlines, reminder notifications, overdue tracking)
Electronic signatures including (authentication, non-repudiation, regulatory compliance, audit trail)

7. Version Control and Configuration Management

Version control purpose including (change tracking, current version identification, historical access, audit trail)
Version numbering including (major changes, minor changes, incremental updates, draft status)
Supersession management including (obsolete marking, replacement notification, archival, retrieval restriction)
Change tracking including (revision history, change description, change date, change author)
Concurrent editing including (check-out/check-in, locking, conflict resolution, merge management)

8. Document Change Control

Change request process including (change initiation, justification, evaluation, approval, implementation)
Change types including (emergency changes, standard changes, minor corrections, major revisions)
Change impact assessment including (affected documents, training needs, implementation planning, resource requirements)
Change approval including (change authority, technical review, management authorization, stakeholder notification)
Change implementation including (document update, distribution, training, verification, effectiveness check)

9. Document Distribution and Access Control

Distribution methods including (controlled distribution, uncontrolled distribution, electronic access, printed copies)
Distribution lists including (recipient identification, need-to-know, distribution tracking, acknowledgment)
Access control including (user permissions, role-based access, confidentiality, read-only versus edit)
External documents including (supplier documents, regulatory documents, standards, controlled receipt)
Obsolete document control including (removal, destruction, archival, inadvertent use prevention)

10. Records Management and Retention

Records versus documents including (evidence of conformity, completed documents, unalterable, retention requirements)
Record types including (quality records, training records, inspection records, audit records, customer records)
Retention requirements including (regulatory requirements, legal requirements, business needs, destruction schedules)
Record storage including (indexing, accessibility, environmental control, backup, disaster recovery)
Record disposal including (retention period expiration, secure destruction, disposal documentation, legal holds)

11. Case Studies & Group Discussions

Document control system successes including (effective implementation, audit success, efficiency improvements)
Document control failures including (version confusion, obsolete document use, compliance violations, system breakdowns)
Industry document control examples including (pharmaceutical GMP, aerospace AS9100, medical device ISO 13485, manufacturing ISO 9001)
Lessons from document control issues including (audit findings, non-conformances, system improvements, best practices)
The importance of proper training in developing effective document control management capabilities

Practical Assessment

Document control procedure demonstration including (creating controlled document, routing for approval, assigning version, managing distribution, maintaining records)
Change control process simulation including (receiving change request, assessing impact, updating document, controlling distribution, documenting change, verifying implementation)

Gained Core Technical Skills

Upon successful completion of this course, participants will have gained the following core technical skills:

Document control principles including (lifecycle management, version control, access control, traceability)
System components including (repository management, indexing, workflow, security, backup)
Document lifecycle including (creation, review, approval, release, distribution, revision, archival)
Numbering systems including (logical structure, version identification, metadata, uniqueness)
Template management including (standard elements, formatting requirements, consistency, maintenance)
Review and approval including (workflow routing, approval authority, electronic signatures, timeframes)
Version control including (version numbering, supersession, change tracking, concurrent editing)
Change control including (change requests, impact assessment, approval, implementation, verification)
Distribution control including (controlled distribution, access permissions, obsolete prevention)
Records management including (retention requirements, storage, indexing, disposal, compliance)

Training Design Methodology