Document and Record Control

4201 Cypress Creek Parkway,Houston TX 77068

02 September, 2022

Description

Course Objectives This 1 Day Document and Record Control training course is designed to provide learners with a clear understanding of how to establish controls for their documents and records to meet management system requirements, such as ISO 9001, ISO 13485, ISO 14001, ISO 22000, ISO 27001, ISO 45001, API Spec Q1 and others. At the end of the course, learners will be able to establish sound controls for their organizations’ documents and records. Who Should Attend – Managers, Supervisors – Coordinators – Document Control Personnel Dates 1/28 2/11 4/14 6/17 9/2 11/11 Course Times 9am – 4:30pm Learning Outcomes Module 1 – Explain the difference between a document and a record – Explain the Document Life Cycle – Explain the importance and key concepts of document and record control – Discuss management system standard requirements (e.g., ISO 9001) Module 2 – Illustrate how to establish a sound documentation structure – Illustrate how to establish controls for documents and records – Illustrate how to establish controlled document templates – Illustrate how to establish document numbering systems – Explain the document review and approval process – Explain how to properly issue controlled documents Module 3 – Demonstrate how to use software applications for document control – Explain how to properly revise and update controlled documents – Illustrate how to establish document issuance and change notifications – Explain how to establish document retention and disposition policies – Explain how to properly retire and obsolete controlled documents – Explain what certification bodies look for regarding document and record control – Competency Test Prerequisites None Materials Included – Course slides – Document and Record Control Procedures – Procedure and Form Templates – Control Document Register – Competency Test Items to Bring – Management System Standard