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.

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54m

Total time

Competency levels

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Explain how uncontrolled and superseded copies cause defects, rework and safety exposure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.

Awareness

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

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

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

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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