Master document control and management systems. Learn ISO standards, version control, and digital deployment to ensure accurate, traceable, and compliant data.
| Date | Venue | Duration | |
|---|---|---|---|
| 14 - 18 September 2026 | Sandton, Gauteng | 5 Days |
Please note: This is not a final registration, one of our team members will contact you shortly to finalise your registration.
The ability to control and manage documents effectively is a necessity to keep a business running smoothly in today’s competitive world. Document control ensures that all files are accurate, up to date, traceable, and compliant with industry regulations. Whether you are in the business of construction, manufacturing, healthcare, or any other sector with compliance obligations, getting document control right can save your organisation from serious legal, operational, and reputational setbacks. Document control plays a vital role in meeting the regulatory, industry, and quality standards that many organisations must follow. It ensures that documents are handled in a consistent, transparent, and accountable way, helping to build trust and reliability across operations.
Having a proper document control system in place means every file; whether it’s a policy, procedure, or form is properly managed, tracked, and updated when needed. This not only reduces the risk of using outdated or incorrect information but also ensures that everyone in the organisation is always working with the most accurate and current data. Ultimately, it’s a key step toward staying compliant and running a smooth, well-organised operation. This course is aimed at assisting organisation in setting up their document control and document management systems in place.
After attending this Document Control and Document Management Systems Training course delegates will be able-
Understand Document Control Fundamentals
Explain the key concepts, definitions, and differences between document control, document management, and records management in organisations.
Identify the Importance of Document Control
Evaluate why document control is necessary and understand the risks and organisational benefits associated with effective document management.
Understand Legal and Regulatory Requirements
Interpret key legal frameworks and regulations affecting document control, including PAIA, ECTA, POPIA, and other compliance requirements.
Apply ISO Standards to Document Control
Understand the role of ISO standards such as ISO 9001 and ISO 15489 in establishing effective document and records management systems.
Implement Document Control Procedures
Apply structured procedures for document creation, identification, review, approval, access, tracking, and retirement.
Develop Document Control Policies
Design and implement a comprehensive document control policy covering scope, roles, document lifecycle, and disposal procedures.
Apply Best Practices in Document Management
Implement best practices such as version control, audit trails, document numbering, and periodic review to maintain document integrity.
Select Appropriate Document Control Systems
Evaluate and select suitable document control or document management systems based on organisational needs and technological capabilities.
Manage Electronic Document and Records Systems
Understand electronic document management, records management, and enterprise content management systems used in modern organisations.
Implement Document Appraisal and Disposal Processes
Establish procedures for document appraisal, retention schedules, and secure disposal of records in compliance with regulations.
Document controllers
Records personnel
Quality management specialists
Quality controllers
Data management specialists
Compliance officers
Our diverse instructional approaches ensure effective learning:
– Lectures & Presentations: Engage with expert-driven, stimulating content.
– Course Material: Access well-crafted supporting resources.
– Group Work: Collaborate on discussions and case studies for practical insights.
– Workshops & Role-Play: Participate in immersive, scenario-based activities.
– Practical Application: Focus on applying theoretical knowledge in real situations.
– Post-Training Support: Receive extensive support after training for skill implementation.
Module 1:
Concepts and Definitions
What is document control?
Is there a difference between document control and documents management?
Is there a difference between a document and a record in document control?
The difference between document control and records management
Why is Documents Control necessary?
The importance of document control
Factors that demand document control
Risks associated with poor document control
Benefits of document control to an organisation
Legal requirements for document control
Sector -Specific Regulations
Country-Specific Legislation
The Promotion of Access to Information Act (PAIA)
The Electronic Communications and Transactions Act (ECTA)
The Protection of Personal Information Act (POPI)
The National Archives and Records Services Act (NARS)
ISO standards and document control
ISO 15489-1:2001 (Records Management)
ISO 9001:2015 (Quality Management Systems Requirements)
ISO 13485:2016 (Medical Devices Quality Management Systems)
ISO 15189:2022 (Requirements for Quality and Competence of Medical Laboratories)
21 CFR Part 820 (Quality System Regulation – QSR)
Module 2:
Tips on implementing document control
Assessing your current system
Defining Safety Standards
Choosing the Right Tools
Training Your Staff
Monitoring and Review
Assessing the Types of Documents that Need To Be Controlled?
Quality Manuals
Quality Policy and Objectives
Standard Operating Procedures (SOPs
Specifications
Forms and Templates
Records
Document Control Procedure
Document Creation
Document Identification
Document Review
Document Approval
Document Access
Document Tracking
Document Retirement
Module 3:
Document control best practices
Developing a concise Document Control Policy
Automating the numbering of document versions
Monitoring metrics, retrieval time, overdue reviews, and audit findings
Establishing a network of “document champions” in each department
Deploying effective version control
A look into the Key components of effective document control:
Number
Version Control
Audit Trail
Periodic Review of Documents
Access Control
Change Control
Developing a Documents Control Policy: Key Areas
Scope
Roles and Responsibilities
Document Creation
Document Review and Approval
Document Distribution
Document Storage
Revision Control
Document Disposal
Standardising Document Identification
A reference codes
Document titles
Author and revision details
Dates of creation and update
Relevant department or category tags
Module 4:
Deployment Approaches for Document Control Systems
Online/Cloud Software or On-Premise Software
Proprietary Software or Open-Source Software
The Concept of Complementary Assets in Documents Management
Select the Right Document Control System:
Why embrace technology to manage documents
Tips for choosing the appropriate DMS
Electronic Documents and Records Management Systems:
Electronic Documents Control Systems
Electronic Documents Management Systems
Electronic Records Management Systems
Electronic Documents and Records Management Systems
Enterprise Content Management Systems
Document control systems: key functionalities explained
Document Routing
Version Control
Compliant Electronic Signatures
Notifications and Reminders
Audit Trails
Access Control
Document Backup and Disaster Recovery
Retrieval/search
Metadata management
Module 5:
Document control systems: a look into top brands in the market
Axero
M-Files
DocuWare
MasterControl
OpenText Documentum
Revver
Laserfiche
SharePoint
DocuSign CLM
Confluence
Box
Zoho WorkDrive
Templafy
Dropbox Business
Document Locator
Appraisal and disposal of Documents:
When to appraise documents for disposal?
Developing disposal schedules
Implementing disposal schedules
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