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- Explain how uncontrolled and superseded copies cause defects, rework and safety exposure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
- 2mDocuments and Records: Two Different ThingsKnowledge
- 3mWhy Uncontrolled Copies HurtKnowledge
- 7mAwareness Check: Documents, Records and CopiesAssessment
2
Knowledge
- 3mThe Document Lifecycle: Version Control and ApprovalKnowledge
- 3mDistribution, Point-of-Use Access and Obsolete DocumentsKnowledge
- 8mKnowledge Check: Lifecycle, Distribution and ObsolescenceAssessment
3
Skill
- 3mMaster Lists, Registers and Records ManagementKnowledge
- 3mAudit a Real Set of Documents and RecordsAssignment
- 8mSkill Check: Running the ControlsAssessment
4
Mastery
- 3mDesigning and Leading a Document Control SystemKnowledge
- 3mDocument Control System Review and Improvement PlanAssignment
- 8mMastery Check: Document Control LeadershipAssessment
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