ECITB Document Managers Programme

The management of documents is at the heart of every project, yet until now there has been no training to support those who work in it. Document management processes are different on every project, due to the need to integrate the document management requirements of client, contractor and major vendors/subcontractors.

This training focuses on the principles underlying the function in order to be transferable across companies.

This is an initial training course for Document Managers and potential Document Managers on projects within the engineering construction industry.

Delegates are required to complete a pre-course assignment based on their own companies procedures to ensure a good understanding.

There are four taught modules, each half a day duration, which may be delivered as a two day course or split as appropriate to the audience. Delegates then complete a post-course assignment, producing a document management procedure using their company's procedures applied to a case study project.

Booking in advance of this course is essential as pre-course assignments typically take around two weeks. Please contact your account manager at 20|20 Business Insight.

Participants will already be experienced Document Controllers and familiar with carrying out the activities of document management. They should have a

minimum of two to three years experience, preferably on two or three different aspects of the project life cycle.

1. Setting the Scene

• Understanding Document Management
• Understanding Projects and Documents
• Document Management Systems

2. Understanding the Requirements

• Understand Project/Company Requirements

3. Setting up Project Processes

• Interfacing with 3rd Parties
• Writing Effective Procedures/Workflows
• Effective Reporting
• Handover and Creating Packages

4. Leading the Document Management Function

• Role of the Leader
• Manage The Function (from a technical standpoint)