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51 - MISC - Miscellaneous Courses

MISC 106 - Document Controller

Code Start Date Duration Venue
MISC 106 01 May 2023 5 Days Istanbul Registration Form Link
MISC 106 05 June 2023 5 Days Istanbul Registration Form Link
MISC 106 21 August 2023 5 Days Istanbul Registration Form Link
MISC 106 16 October 2023 5 Days Istanbul Registration Form Link
MISC 106 11 December 2023 5 Days Istanbul Registration Form Link
Please contact us for fees


Course Description

A Document Controller performs a variety of first line communications with clients, financial advisors, and internal business partners. Key functions of his duties include distributing incoming mail, analyzing incoming documents, turning paper documents into digital and recording them as per the proper workflows. Documents and reports must be controlled to ensure they are produced in a timely manner. This course will introduce you to the key features needed to be adopted by the document controller, as well as techniques to help him perform hi task in the most efficient manner. 

Course Objectives

  • Sorting out documents and reports efficiently as per the company’s policy
  • Making sure all your documents are updated
  • Spreading the documents to the right people
  • Preparing yourself for an internal audit procedure
  • Protecting the privacy of your files 

Who Should Attend?

  • Document controllers
  • Quality assurance verifiers
  • Managers
  • Executives 

Course Details/Schedule

Day 1

  • The role of the document controller
  • Document controller key characteristics
  • Management of document control team
  • ISO 15489 standards 

Day 2

  • Documentation procedures
  • Document identification
  • Electronic/paper filing
  • DMS Implementation
  • Planning & organizing document control tasks

Day 3

  • Techniques to assist in implementation
  • The organization’s internal policy
  • Project-specific status reports
  • Quality Assurance
  • Internal audit 

Day 4

  • Request for Information (RFI)
  • Circulation list
  • Document Distribution
  • Demonstrating conformity
  • Documents amendments 

Day 5

  • Corrective actions
  • Preventive actions
  • Document control risks
  • Gatekeeping