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Fundamentals of Document Control

Mireaux’s Fundamentals of Document Control training course provides instruction in the creation of a document control system, the different kinds of documents an organization may use, the creation of documents, and how to handle audits of documentation required for ISO as well as API Spec Q1, 9th Edition and API Spec Q2 compliance.

Overview

It can also offer instruction in controlling project documentation and in using Mireaux’s Web QMS enterprise management software applications related to documentation, including Master Documents, CIP, and NCR.

Target Audience

The target audience for this course includes quality, administrative, or document control personnel who are involved in the design, implementation, and management of their organization’s document control system.

Learning Objectives

Understand the basic principles of document control
Understand how to design an effective document control system
Learn to create effective documents
Learn how to maintain all records required for ISO and API Spec Q1 9th Edition and API Spec Q2
Understand the basics of project document control (Day 4 Advanced Document Control course only)
Learn how to most efficiently use Web QMS for documentation compliance with ISO and API Spec Q1 9th Edition and API Spec Q2 (Day 5 Document Control for Web QMS Users course only)

Duration and Class Hours

The Fundamentals of Document Control is a three-day course. Day 4 (currently not offered) is for the Advanced Document Control course and Day Five (currently not offered) is for the Document Control for Web QMS Users course. Times are allocated as follows:

Day 1:	8:30 am – 4:30 pm
Day 2:	8:30 am – 4:30 pm
Day 3:	8:30 am – 4:30 pm
Day 4:	8:30 am – 4:30 pm
Day 5:	8:30 am – 4:30 pm

Prerequisites

This course is designed for individuals with little to no knowledge of document control.

For all versions of the course, attendees should bring any of their organization’s documents that deal with document control (document control procedures or work instructions, any relevant forms, etc.)

If Day 5 is desired, attendees should also bring copies of nonconformance reports, corrective and preventive actions, or customer complaints.

Course Materials

Students receive comprehensive course manuals with reference materials, including:

Presentation information
Case studies
Workshop exercises
Forms used throughout the course

Food

Lunch, beverages, and snacks are provided throughout the day at no additional cost for each day of training. We accept menu requests to accommodate attendees with food allergies or specific dietary requirements.

Sample Menu:

Lunch: Fajitas, deli meals, or hot plates

Snacks: Breakfast bars, fruit, desserts, cookies, or pastries

Beverages: Coffee, soda, and water is served all day.

Languages

This course is taught in English. For information on a similar course in Spanish, please contact Mireaux’s office at 713-589-4680.

Summary Agenda

The topics in this course include:

Day 1: Fundamentals of Document Control

Basic Concepts and Benefits
Responsibilities
Management System Standards and Document Control
Common Documents
Specific Documents
Lifecycle of a Document
Creating a Document: Document Numbering, Document Revision
Review and Approval
Saving
Distribution
Improve
Obsolete Documents

Day 2: Fundamentals of Document Control (continued)

Commonly Used Acronyms
Grammar and Content
Lists
Punctuation
Format
Alignment
Spacing
Excel Functions
Data Validation
Document Properties
Table of Contents

Day 3: Fundamentals of Document Control (continued)

Standard Terminology
Useful Words
Controlling External Documents
Recordkeeping
- Certificates of Calibration and Personnel
- CIPs, NCRs
- Audit Documentation, Management Reviews
- Work Orders
Audits of Document Control

Day 4: Document Control for Project Management and Engineering (Currently not Offered)

Distinguishing between project and internal documents.
Types of project documents.
Numbering project documents.
Strategies for inter-organizational revisions and approvals.
Strategies for sending and receiving documents to customer. Learn about transmittals.

Day 5: Document Control Using Web QMS (Currently not Offered)

Using the Master Documents application on Web QMS.
Using the Glossary module on Web QMS.
Using the CIP and NCR applications on Web QMS.
Handling customer complaints.
Storing records on Web QMS for calibration, maintenance, employee certifications and training.
Learn how to update records for internal and external audits as well as management reviews.

Training Center Information

All our Public Training classes are held at our office located in the Willow Park Office Condominium complex, near Willowbrook Mall in Houston, Texas.

Mireaux Management Solutions
12802 Willow Centre Dr.
Houston, TX 77066
(713) 589-4680

View detailed Training Center Information page.

Download Course Details (PDF) Register Online

Testimonials

Mireaux is the BEST QMS consultant on the planet!!

Janet A.

Hydraquip

Mireaux is the BEST QMS consultant on the planet!!

Janet A.

Hydraquip

Instructor has excellent knowledge and understanding of the ISO revision. Open discussion of ISO requirements and sharing of audit experience.

John M.

Mireaux Management Solutions provided excellent training on ISO 9001:2015 requirements. I have a clear understanding of the changes from the 2008 version. The instructor engaged the audience and kept the class interesting and fun.

Anna P.

Ms. Miriam Boudreaux and her team provided an excellent training course on ISO 9001:2015 Implementation. We selected Mireaux Management Solutions for their expertise as they were on of the first in Houston to obtain certification to ISO 9001:2015.

Anna H.

Toshiba

The course was informative and workshops are very helpful in work out details- as related to my company's situation.

Merry B.

Gaylord Chemical Company

[The] Presenter and presentation [is] well organized. Very applicable to our business.

Jonathan B.

Toshiba

Mireaux Management Solutions provided me excellent training on ISO 9001:2015 requirements. I have a clear understanding of the changes from the 2008 version. The instructor engaged the audience and kept the class interesting and fun.

Anna C.

Toshiba

I thought the training was very helpful and provided insight for Internal Auditing against ISO 14001 and OHSAS 18001.

Afrain C.

Schulz Xtruded Products (SXP)

It was a great course that provides in depth knowledge and understanding of the specification. I'm going to require that all of my Quality Engineers attend the course.

Stuart B.

BHP

05/25/2017

This course has helped me understand Document Control to a whole new lever. And especially understand that standards almost ask for the same type of documentation.

Miguel M.

LINDSAYCA

03/10/2017

Paul was superb. He provided insight, moved the class, and provided actual field experience and stories. He made very dry material interesting and easily understood. The food was also superb.

Bob M.

Quality Consulting, LLC

02/24/2017

"Excellent instructor with great knowledge and attitude. Great material to review and perfect analysis done on API Q2."

Carlos R.

Schlumberger

"Mireaux provides an outstanding course with excellent curriculum. I will recommend Mireaux to my office colleagues for any course offered."

Ally J.

CNPC USA

02/08/2018

With only having a little experience with Document Control, the class was explained in great detail and made me feel comfortable with the topics we covered.

Whitney G.

Hess Corporation

The Instructor was very knowledgeable and responded to questions with useful insight and experience.

Dallas C.

MI SWACO

05/20/2017

"This training course helped me understand the process of R.A. and clarify terminology. I have related it to our operation in the exercises made in class. Instructor is well-experienced and always solving questions."

Raul S.

National Oilwell Varco

06/08/2018

Great environment and staff. My attention didn't stray from class because Pat Sullivan (Instructor) kept it interesting and funny!

Greg H.

Louisiana Valve Service

12/01/2017

"The instructor was knowledgeable and had a similar background which helped us understand the lessons."

Nate C.

Wyo-Ben, Inc.

This is the second course I've taken with Mireaux. The material is through and well presented. Miriam is an excellent instructor- knowledgeable, well-spoken, and good at relating topics to realistic scenarios. Highly recommend.

Julia S.

Center for Offshore Safety (COS)

"This course will provide you with a start to finish strategy for performing an internal ISO 9001 audit. No matter what audit experience you have, the takeaways from this course will allow you to ensure your company is prepared for external audits."

Eric H.

Chemjet

"The Risk Assessment course was very informative. It provided a lot of information to take away to utilize to implement new policies within my company."

Gevonica O.

ENI Trading and Shipping

"I enjoyed my training as well as meeting many of Mireaux's employees. Miriam is passionate about her work, and it shows. Her employees were all friendly and happy which is indicative of a good working environment."

Britt T.

Hydraquip Distribution

I learned a lot in this class. It helped in putting a process in place for accessing Risk Management. I enjoyed it!

Tony P.

Toshiba

A great course offered by a professional organization, which truly understands the importance of quality throughout an organization. I will definitely consider Mireaux for future training and education.

Jorge L.

Wolar Industrial, Inc.

02/10/2017

"Mireaux - A quality organization dealing with quality! Paul's anecdotes really made the class interesting. Paul made the material 'real'. He is superb as a facilitator and instructor. He is so knowing of the material."

Robert M.

The Instructor was very knowledgeable on [the] subject. I learned a lot.

Anonymous

Toshiba

"I’m new in ISO stuff and this course helps me a lot."

Jose C.

GTM International

"Excellent Course! Excellent Instructor!"

Gary J.

Air Drilling Associates

02/08/2018

"Good class content, timeline and level of interactions."

John M.

MHI Compressor

"Hands on, knowledgeable instructor who utilized real life experiences/scenarios to further detail and explain the ISO standard. Open discussions were great with good student involvement/engagement."

Jorge G.

Sonardyne

Madhavi is very knowledgeable of the subject matter and presents in a way to optimize the learning process.

Pat S.

Schulz Xtruded Products (SXP)

Great learning facility. The staff is very helpful!

Perry I.

Weatherford

05/18/2017

Very interesting information. Lots of taboos were cleared here. I was one of the best training I had in a long time.

Randy P.

LINDSAYCA

03/10/2017

"Very knowledgeable Instructor. Great interaction with others. A lot of open discussion with experiences. Very much to learn from."

Kelly K.

Offshore Energy Service

I came into this class knowing very little about ISO requirements and the details of a QMS. This class helped me gain a better understanding and gave me the auditing tools I need for the future.

Kristin G.

MI SWACO

02/24/2017

The knowledge of the subject was impressive. I would recommend them to other companies to train employees.

Robert H.

MI SWACO

05/17/2017

"Paul was very knowledgeable on every aspect, answered our questions clearly and concisely and provided some great examples to help understand key concepts."

Mike H.

Mil Spec Works

I’d like to personally thank the team at Mireaux Management for the ISO 9001:2015 Internal Auditors course that I attended. The instruction material, instructor and facility were excellent and clearly exceeded my expectations of the course. As someone who is new to accountability for managing a QMS, I would highly recommend this course to those entering the field.

Scott E.

Tetra Technologies, Inc.

02/06/2017

I was extremely satisfied with everything! The instructor was well versed in his knowledge and was able to take my questions based on what I do and help me understand the standard and simplify.

Rita A.

Louisiana Valve Service

12/01/2017

"Step by step walk-through of the standard is great for new folks to ISO, and experience Quality Managers. Excellent, Hands-on activities to help understand concepts."

David D.

PV Fluid

"The course content was great, but what really helped the learning experience was Paul's knowledge and experience. He was able to apply Q2 principles to all/various industries/positions, which was great for our class given the broad background of our students."

Casey H.

Weatherford

Excellent course for anybody that wants to clarify a lot of the myths about Document Control the ISO codes.

Joseph R.

LINDSAYCA

03/10/2017

"Miriam is very knowledgeable and I found her real life experience to be a great asset when taking this course."

Norma M.

Taper-Lok

“Excellent course, instructor, and facility."

Wendy M.

Harkand

"The material was presented in a way that didn't overwhelm - which is difficult because there's so much material! The instructor made sure everyone was clear before moving on and encouraged group dialogue, discussion and questions which enhanced the class."

Jackie C.

TETRA Technologies Inc.

"All aspects of the training sessions exceeded my expectations. The content was presented and explained very well! I would highly recommend the training!"

Ross P.

BP/Intertek

“This is my first exposure to ISO 9001:2015 and I feel that this class provided excellent guidance on managing my QMS. [The] sessions really put the standard into perspective. [The] staff was very friendly, instructor was very knowledgeable and responded well to questions. Location was very inviting.”

Bettina W.

NDE

Mireaux knows Document Control and Standards…Very Knowledgeable, great teaching resources.

Miriam G.

Center for Offshore Safety (COS)

"This course is rich in actual content. Once completed this knowledge can immediately be used to create or improve the Risk Assessment Process."

Greg H.

Mil Spec Works

This course has made me a lot more confident about taking over the QMS at my company!

Michelle L.

Gaylord Chemical Company

03/10/2017

"I loved the class. It was very informative and I'm excited about learning more. Now I'm empowered and have a better understanding of the importance of Document Control and following ISO standards. I'll be back again and again!!!"

Sandra F.

Cheniere Energy

"Great real world examples!"

Jennifer W.

Evosite

When I came into this class, I had a vague understanding of API Q1. I feel confident going to my facility and helping with QMS after attending this class.

Kristin G.

05/18/2017

I've been handling ISO for my company for 6 years but this class bought it all together and gave me the confidence I needed to take it to the next level. The food was amazing.

Heather P.

NS Controls, Inc.

03/24/2017