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What is Document Control?

Document Control is a profession and a job role that is


now widely implemented in various activity sectors.

However, many struggle to define it simply and


effectively.

Document Control Definition


Document Control is a document management
profession whose purpose is to enforce controlled
processes and practices for the creation, review, Document control is a requirement from the ISO 9001
modification, issuance, distribution and accessibility of standard
documents. Document control is also a requirement from the ISO(*)
9001 international standard (Quality Management
The role ensures that documentation available at official Systems - Requirements). This standard states notably
points of use within an organisation is trusted by its that:
users and contains up-to-date, reliable, checked and
formally approved information. "A documented procedure shall be established to define
the controls needed:
It is mostly present in activity sectors or organisations: 1. to approve documents for adequacy prior to
 Involving engineering and construction; and/or issue,
 Wherein documentation is frequently modified 2. to review and update as necessary and re-
and updated; and/or approve documents,
 Seeking or holding ISO 9001 certification; and/or 3. to ensure that changes and the current revision
 Wherein finding reliable, up-to-date and official status of documents are identified,
documents and information is of critical 4. to ensure that relevant versions of applicable
importance; and/or documents are available at points of use,
 Which are regulated; and/or 5. to ensure that documents remain legible and
 Wherein the unintended use of an outdated or readily identifiable,
unofficial documents can lead to injury or death; 6. to ensure that documents of external origin are
and/or identified and their distribution controlled,
 Wherein large amounts of documents are and to prevent the unintended use of obsolete
produced and exchanged between different documents, and to apply suitable identification to
entities; and/or them if they are retained for any purpose."
 Involving technical operations; and/or
 With a strong emphasis on compliance, (*) ISO = International Organisation for Standardisation
traceability and auditability. Source: Extract from ISO 9001 standard. The complete
Document Control is a profession and it is not to be latest version of this standard can be purchased here:
confused with Electronic Document Management iso.org
Software packages, or the use thereof.

Document Control manages documents throughout their


The Document Controller is in charge of the control and
lifecycle
of the daily management of documents on a Project / in
In a very simple way, we could define it as organising
documents, data and information in a consistent, a Department / in a Company.
standardised and controlled manner. Their typical activities include:

We can also say that document control is the set of  Numbering & identification of documents
measures taken to regulate the preparation, review,  Quality & compliance checks on documents
approval, release, distribution, access, storage, security,  Filing and organisation of documents (both
alteration, change, withdrawal or disposal of electronic and / or hardcopies)
documents... so, pretty much everything about
documents!
 Control over documentation modification, offices, while 30% work on-site (the "site" itself
distribution, issuance (as per procedure) during can be very different from a job to another, it
its whole lifecycle could be for example a construction site, a yard,
 Maintenance of a list (register) of applicable a plant, an offshore platform, a FPSO, etc).
documents
What are the typical interfaces of a Document
 Distribution of documents to relevant people /
Controller?
organisations
 Progress reporting on the documents status / They are extremely varied and that is actually one of the
maintaining KPIs (Key Performance Indicators) big benefits of the profession: no two days are the
same, and you get to interact with a wide range of
Each company having specifics, the actual job
people.
description can vary quite a bit from a company to
another, and can sometimes entail less or more than The interactions, again, would depend on the specifics
the tasks listed above. However the above list captures of the job environment, but typically a Document
the essential tasks of the profession. Controller would have:

 Internal Interfaces: with authors, engineers,


managers, technical teams, users, etc.
Where can we find Document Controllers jobs?
 External Interfaces: with clients, contractors,
The Document Control profession exists all over the sub-contractors, vendors, etc.
world and in a wide range of industries.
What are the possible career evolutions?
Document Controllers mainly work in industries
 Typically, the Document Control professional
involving design, engineering, construction / fabrication
starts as a Document Controller (or junior
/ manufacturing and/or operations, such as (but not
Document Controller) and evolves to a Senior
limited to): aviation, nuclear & power plants, oil and
position.
gas, mining, renewable energy, construction, rail,
 It is then possible to evolve again to a Lead
infrastructure, pharmaceutical, architecture, defence,
position (involving leading a team of Document
food and beverages, medical devices, manufacturing,
Controllers) or even to a Document Control
etc.
manager position.

What are the qualities required to be a Document


Controller? Roles & Tasks in Document Control
There are many different job titles in the Document
 The Document Control profession is part of the
Control discipline, and it sometimes gets really difficult
wider families of Quality Management and
to understand what they entail.
Document Management.
 As such there are key qualities and personality
traits that are helpful to have. There is quite a
good list here: "Becoming a Document What are the main different job titles in the Document
Controller: a career roadmap". Control area?

Is it an office based job? There can be many different job titles but these are the
most common ones:
 The Document Control profession can actually
be very varied and DCs can work both in an  Document Controller
office or on site, depending on the requirement  Senior Document Controller
of their respective companies.  Lead Document Controller
 The 2017 Salary Survey Report revealed that  Document Control Manager
70% of Document Control professionals work in
Document Controller  Sets up the Document Control system
(procedures, processes, templates, applications,
General Description
etc.)
The Document Controller is in charge of the daily  Runs & administrates the Document Control
management of documents on a Project or in a system for a project or department
Department.  First line of contact in the case of an escalation
of a Document Control related issue
Typical activities
 Gate keeper of the Document Control rules and
 Manages documents (internal & external) procedures
 Checks compliance and quality of documents  Clarification, arbitration, technical authority
 Maintains a list (register) & files documents role regarding Document Control issues
 Distributes documents to relevant people  What is the difference with the other roles?
 Liaises with Client / Contractor / Subcontractor
This role is on more the management side of the
 Reports on the progress of documents discipline: leading a team, setting up a system
Senior Document Controller (procedures, tools, etc.) for a project, arbitrating and
clarifying on Document Control issues.
General Description
Document Control Manager
Experienced professional, in charge of the daily
management of documents on a Project or in a General Description
Department. Management position overseeing document control
Typical activities systems & teams for a Company.

 Manages documents (internal & external) Typical activities


 Checks compliance and quality of documents On a group of Projects or Departments / For an entire
 Maintains a list (register) & files documents Company:
 Distributes documents to relevant people
 Liaises with Client / Contractor / Subcontractor  Manages / Coordinates a team of Document
 Reports on the progress of documents Controllers
 Sets up the Document Control system
(procedures, processes, templates, applications,
What is the difference with the other roles? etc.)
 Runs & administrates the Document Control
The activities are the same as the Document system
Controller’s one, but the senior Document Controller is  First line of contact in the case of an escalation
usually an experienced professional. of a Document Control related issue
 Gate keeper of the Document Control rules and
procedures
Lead Document Controller  Clarification, arbitration, technical authority
role regarding Document Control issues
General Description
 Ensures commitment, support and buy-in from
Team leading position on a Project or in a Department. internal and external interfaces
 Closely supervises difficult / sensitive phases
Typical activities

 On a project or Department:
 Leads / Coordinates a team of Document What is the difference with the other roles?
Controllers
This role is a management role, entailing stakeholder
management, implementation of an integrated system
(including procedures, software, tools, etc.),
clarification, gatekeeping and

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