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50 - MISC - Miscellaneous Courses


MISC 106 - Document Controller

Code Start Date Duration Venue
MISC 106 05 September 2022 5 Days Istanbul Registration Form Link
MISC 106 31 October 2022 5 Days Istanbul Registration Form Link
MISC 106 26 December 2022 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