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Document & Records Control

How to keep the documents people work to current and the records that prove work trustworthy: version control, approval and distribution, obsolete-document handling, master lists, and record retention for industrial and energy workplaces.

54m
Total time
4
Competency levels
12
Lessons

What you'll learn

  • Distinguish documents from records and explain why each is controlled differently
  • Explain how uncontrolled and superseded copies cause defects, rework and safety exposure
  • Describe a sound document lifecycle: draft, review, approval, issue, revision and withdrawal
  • Apply distribution and point-of-use rules so people always work to the current revision
  • Use master lists and registers to know what documents exist and which revision is current
  • Retain, protect and retrieve records so they remain usable evidence throughout their retention period

Curriculum

Progress through each competency level in order.

1

Awareness

  • Documents and Records: Two Different Things
    Knowledge
    2m
  • Why Uncontrolled Copies Hurt
    Knowledge
    3m
  • Awareness Check: Documents, Records and Copies
    Assessment
    7m
2

Knowledge

  • The Document Lifecycle: Version Control and Approval
    Knowledge
    3m
  • Distribution, Point-of-Use Access and Obsolete Documents
    Knowledge
    3m
  • Knowledge Check: Lifecycle, Distribution and Obsolescence
    Assessment
    8m
3

Skill

  • Master Lists, Registers and Records Management
    Knowledge
    3m
  • Audit a Real Set of Documents and Records
    Assignment
    3m
  • Skill Check: Running the Controls
    Assessment
    8m
4

Mastery

  • Designing and Leading a Document Control System
    Knowledge
    3m
  • Document Control System Review and Improvement Plan
    Assignment
    3m
  • Mastery Check: Document Control Leadership
    Assessment
    8m

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