IIM Certified Records and Information Management Professional (IIM CRIMP) Training

The importance of effective document control within the oil and gas sector is widely underestimated, yet in many cases it can be the critical factor determining success or failure of a company initiative. This exponential data growth and increasing methods of capturing and communicating information presents a considerable challenge for companies to develop good document control frameworks to remain competitive in the marketplace.

Course Content

Day one

Issues and challenges

This section introduces the concepts and definitions of documents, records and document control, and explains the differences in the different terms. It also takes time to describe how documents are controlled in different industries as well as outlining the aims and objectives for the workshop. Risks, issues and consequences. This section provides an overview of the risks, issues and consequences faced by document controllers in the oil and gas sector.

•  Case studies of poor document control across regulated industries
•  The risks and consequences of poor document control

Document and records management essentials

This Section introduces all the key components of a document and records management programme, including:

•  Physical and electronic document management
•  Classification schemes and file plans
•  Retention and disposal schedules
•  Vital records and business continuity
•  Electronic records management
•  Email management
•  Storage and disposal

Day Two

What needs to be controlled?

This section introduces the critical activities that support document control. Key topics covered:

•  Revision control
•  Document numbering
•  Impact of external regulation
•  Configuration management

Components of a document control system

This section identifies the key components used in document control including:

•  Document control manual
•  Master document register
•  Standards and work instructions
•  Distribution matrix
•  Transmittals
•  Master documents

Managing deliverables

This section explains how to control documents in both project and operational environments. Key topics include:

•  Handover of project information
•  Managing vendor documentation
•  Document control in an operational environment
•  Managing an MOC process

What help can you get?

This section highlights the different forms of help and advice you can get when you are starting off in document control.

•  Industry specific standards
•  Subject specific standards
•  Benchmarking
•  Professional associations and societies
•  Qualifications

Document control case study

This section provides students with the opportunity to hear a detailed case study that clearly demonstrates the consequences of poor document control.

Who Should Attend?

Attendance at this workshop would be ideal for:

• Project managers who are responsible for document control in a project environment
• IT/Data/Information managers who are responsible for document control teams in their organisation
• Members of project teams who require access to controlled documents
• Existing document controllers who are seeking to develop their managerial experience and knowledge base
• New starters who need to gain a clear understanding of the need, benefits and method of document control process and procedures
• Any employees who would benefit from a greater understanding of the impact of document control, the part they play in the existing document control process and/or the benefits of implementing effective document control.