Document Control for Planners
Welcome to Document Control for Planners, a specialized course designed for planning professionals working in industrial facilities, construction projects, and maintenance environments. Throughout this course, you will develop the knowledge and practical skills needed to effectively manage documentation across routine maintenance, STO events (shutdowns, turnarounds, outages), and capital projects.
This course comprises five modules that progressively build your document control capabilities:
Fundamentals of Document Control: This lesson introduces key concepts and principles of document control, emphasizing the various types of documentation and their hierarchical structure. You will explore the critical aspects of document distribution and archiving, as well as the regulatory frameworks and systems that govern effective document management. Understanding these elements is essential for ensuring accurate and compliant documentation practices within your organization.
Document Control in Routine Maintenance: This lesson will cover engineering and technical documentation, the creation of effective field-level work packages, and the management and distribution of documentation. You will also explore how to leverage engineering and historical work records to enhance planning effectiveness and execution efficiency.
Document Control for STO Events: This lesson will cover the management of engineering and technical documentation, including the essential aspects of STO workface documentation. You will also learn about effective strategies for documentation distribution and control, as well as the importance of ensuring compliance and proper archiving of documentation throughout the process.
Document Control for Capital Projects: This lesson will cover the management of engineering document control in Capital Projects, emphasizing the importance of balancing engineering and field documentation. You will also explore effective distribution and control strategies, and the critical aspects of project documentation archiving and retrieval.
The Planner's Role in Document Control: This final lesson focuses on your critical role in integrating technical and field documentation, creating field-ready work packages, implementing document distribution and control strategies, and embracing continuous improvement and best practices.
Each lesson includes practical exercises, case studies, and knowledge checks to reinforce key concepts and build applicable skills. While theory provides necessary foundation, this course emphasizes practical application that you can implement immediately in your planning role to enhance document control practices.
Document control excellence develops through the application of sound principles in diverse situations. By connecting course concepts to your specific planning context, you'll develop skills that enhance your document management practices immediately while building capabilities that serve you throughout your planning career.
When you are ready to begin, click on the first lesson below or purchase with the green button above.
