Online Course on Document Management and Controlling for Construction Projects For Civil Engineers
Master the Art of Document Control: Ensure Precision, Compliance, and Excellence in Construction Projects.
Why Choose Our Document Management Course?
Expert Instruction
Learn from BHADANIS Quantity Survey Institute's experienced professionals who have been training civil engineers since 2016.
Practical Tools
Gain access to comprehensive Excel templates for document control and management that you can implement immediately.
Flexible Learning
Access course materials online at your convenience, allowing you to learn at your own pace from anywhere.
BHADANIS Quantity Surveying Online Training Institute For Civil Engineers & Construction Professionals www.bhadanisrecordedlectures.com +918603333379 Whatsapp
Course Overview
10 Comprehensive Modules
Covering everything from fundamentals to advanced document control strategies
1 Hour 58 Minutes Total Time
Concise, focused learning designed for busy professionals
Excel Templates Included
Ready-to-use document control formats for immediate implementation
Certification Upon Completion
Showcase your expertise with our recognized certificate
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Special Offer
₹16500
Original Price
Standard course fee
42.42%
Discount
Limited time offer
₹9500
Your Price
Incredible value for comprehensive training
BHADANIS Quantity Surveying Online Training Institute For Civil Engineers & Construction Professionals www.bhadanisrecordedlectures.com +918603333379 Whatsapp
Who Should Enroll?
Project Managers
Enhance your document control systems for better project outcomes
Document Controllers
Refine your skills and implement industry best practices
Site Supervisors
Improve on-site documentation and compliance procedures
Quality Assurance Managers
Strengthen quality control through better documentation
BHADANIS Quantity Surveying Online Training Institute For Civil Engineers & Construction Professionals www.bhadanisrecordedlectures.com +918603333379 Whatsapp
Module 1: Introduction to Document Control
Importance in Construction
Understand why effective document control is critical for construction project success and risk management
Key Components
Learn the essential elements that make up a robust document control system for construction projects
Industry Standards
Overview of relevant standards and regulations including ISO 9001 requirements for documentation
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Module 2: Basics of Good Documentation
Document Structure
Learn how to create well-structured documents that are easy to navigate and understand
Standardization
Implement consistent formatting, naming conventions, and templates across all project documents
Clarity & Precision
Develop skills for writing clear, concise, and unambiguous documentation that prevents misinterpretation
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Module 3: Document Control and ISO 9001

Document Creation
Establishing procedures for creating compliant documents

Review & Approval
Implementing effective review and approval workflows

Revision Control
Managing document versions and changes systematically

Archiving
Proper document retention and archiving practices
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Module 4: Document Life Cycle
Creation
Document initiation and development
Review
Quality checks and verification
Approval
Authorization and validation
Distribution
Controlled sharing with stakeholders
Revision
Managing changes and updates
6
Archiving
Proper storage and retention
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Module 5: Managing Document Requests and Changes
Request Management
Learn how to establish a systematic approach for handling document requests from various stakeholders, ensuring nothing falls through the cracks.
  • Request tracking systems
  • Prioritization frameworks
  • Response protocols
Change Control
Master the process of managing document changes while maintaining version integrity and ensuring all stakeholders are working with the most current information.
  • Change request forms
  • Approval workflows
  • Version control systems
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Module 6: Document Distribution and Accessibility

Access Control
Role-based document access
Distribution Matrix
Systematic document sharing
Digital Platforms
Cloud storage solutions
Mobile Accessibility
On-site document access
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Module 7: Security and Archiving
Security Protocols
Implement robust physical and digital security measures to protect sensitive project documentation
Archiving Systems
Develop effective archiving processes with appropriate retention periods for different document types
Secure Disposal
Learn proper methods for secure document disposal when retention periods expire
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Module 8: Compliance and Legal Considerations

Legal Requirements
Understanding regulatory documentation needs
Compliance Checklists
Systematic verification of requirements
Audit Trails
Maintaining records of document activities
Dispute Resolution
Documentation for conflict management
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Module 9: Performance Monitoring and Reporting
Learn to track key performance indicators (KPIs) for document management systems, analyze performance data, and create regular reports that demonstrate the value of your document control processes. Effective monitoring leads to continuous improvement opportunities.
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Module 10: Communication and Collaboration
Stakeholder Engagement
Learn effective strategies for involving all relevant parties in the document management process, ensuring buy-in and compliance.
Collaboration Tools
Discover the latest digital platforms that facilitate real-time document collaboration among team members regardless of location.
Communication Planning
Develop comprehensive communication strategies that keep all team members informed about document updates and requirements.
BHADANIS Quantity Surveying Online Training Institute For Civil Engineers & Construction Professionals www.bhadanisrecordedlectures.com +918603333379 Whatsapp
Excel Templates Included

Document Control Formats
Master templates for tracking all project documents

2

2
Quality Assurance Templates
Forms for ensuring documentation meets standards

Change Management Forms
Templates for tracking document revisions

Distribution Matrices
Tools for managing document access and sharing
BHADANIS Quantity Surveying Online Training Institute For Civil Engineers & Construction Professionals www.bhadanisrecordedlectures.com +918603333379 Whatsapp
Benefits of Effective Document Control
Risk Reduction
Proper document control significantly reduces project risks by ensuring all stakeholders have access to accurate, up-to-date information. This prevents costly errors and rework that often result from outdated or incorrect documentation.
Compliance Assurance
A robust document control system helps maintain compliance with industry regulations and standards. This not only prevents potential legal issues but also strengthens your organization's reputation for professionalism and reliability.
Efficiency Improvement
When documents are properly managed, team members spend less time searching for information and more time on productive tasks. This leads to improved project timelines and resource utilization across all phases of construction.
BHADANIS Quantity Surveying Online Training Institute For Civil Engineers & Construction Professionals www.bhadanisrecordedlectures.com +918603333379 Whatsapp
How to Access Your Course
Computer Access
After purchase, the course will be added to your account. Simply log in to your account at www.bhadanisrecordedlectures.com/s/mycourses to access all course materials.
Mobile Device Access
You can access your library using the web app through any browser on your mobile device. The responsive design ensures a seamless learning experience regardless of screen size.
Downloading Materials
Excel templates and other course resources can be downloaded directly from the course platform for offline use. This allows you to implement what you've learned immediately in your projects.
BHADANIS Quantity Surveying Online Training Institute For Civil Engineers & Construction Professionals www.bhadanisrecordedlectures.com +918603333379 Whatsapp
Document Control System Components
Document Repository
  • Centralized storage location
  • Organized folder structure
  • Searchable database
  • Backup systems
Workflow Management
  • Approval pathways
  • Review processes
  • Status tracking
  • Automated notifications
Version Control
  • Revision history
  • Change tracking
  • Version comparison
  • Obsolete document management
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Document Identification Best Practices
Unique Identifiers
Implement a systematic coding system that uniquely identifies each document in your project
Metadata Tagging
Attach relevant metadata to facilitate easy searching and filtering of documents
3
Hierarchical Classification
Organize documents in a logical hierarchy that reflects project structure
Revision Dating
Include clear revision dates and version numbers in all document identifiers
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ISO 9001 Documentation Requirements

Quality Manual
Overall quality policy and objectives
Procedures
Standardized processes for key activities
Work Instructions
Detailed task-specific guidance
Forms & Records
Evidence of activities performed
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Document Review Process
Document Submission
Author submits document for review through formal channels
Reviewer Assignment
Document controller assigns appropriate subject matter experts
Feedback Collection
Reviewers provide comments and suggested changes
Revision & Resubmission
Author addresses feedback and resubmits if necessary
Final Verification
Document controller confirms all issues resolved
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Document Approval Workflows

Author Approval
Initial sign-off by document creator

Technical Approval
Validation by subject matter expert

Quality Approval
Verification of compliance with standards

Management Approval
Final authorization by project leadership
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Document Distribution Matrix
BHADANIS Quantity Surveying Online Training Institute For Civil Engineers & Construction Professionals www.bhadanisrecordedlectures.com +918603333379 Whatsapp
Document Security Levels

3

4

Public
Freely available to all project stakeholders
Internal
Restricted to organization personnel only
3
Confidential
Limited to specific authorized individuals
4
Restricted
Highest security level with strictly controlled access
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Document Retention Periods
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Document Control Performance Metrics
Retrieval Time
Average time required to locate and access a specific document when needed
Error Rate
Percentage of documents with incorrect information, missing data, or improper formatting
Processing Time
Average duration from document submission to final approval and distribution
Compliance Rate
Percentage of documents that fully comply with established standards and procedures
BHADANIS Quantity Surveying Online Training Institute For Civil Engineers & Construction Professionals www.bhadanisrecordedlectures.com +918603333379 Whatsapp
Document Management Software Features
Core Functionality
  • Centralized document repository
  • Version control and history tracking
  • Search and retrieval capabilities
  • Access control and permissions
  • Workflow automation
Advanced Features
  • Mobile accessibility
  • Cloud synchronization
  • Audit trail logging
  • Electronic signatures
  • Integration with project management tools
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Document Naming Conventions
Project Identifier
Begin with a unique project code that distinguishes documents from different projects
Example: PRJ001-
Document Type
Include a code indicating the category of document
Example: -DWG- for drawings, -RPT- for reports
Sequential Number
Add a unique sequential number for each document
Example: -0001
Revision Indicator
End with a revision number or letter
Example: -Rev.A
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Document Transmittal Process
Prepare Transmittal
Create transmittal form listing all documents
2
Verify Documents
Ensure all documents are current versions
Send Package
Distribute via approved method
4
Confirm Receipt
Obtain acknowledgment from recipients
Record Transaction
Log transmittal in document control system
BHADANIS Quantity Surveying Online Training Institute For Civil Engineers & Construction Professionals www.bhadanisrecordedlectures.com +918603333379 Whatsapp
Document Control for Risk Management

Risk Identification
Documenting potential project risks

Risk Assessment
Analyzing and prioritizing identified risks

3

3
Risk Mitigation
Planning and implementing preventive measures

Risk Monitoring
Tracking and reporting on risk status
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Document Control for Quality Assurance
Inspection Checklists
Standardized forms for verifying work quality against specifications, ensuring consistent evaluation across all project elements.
Non-Conformance Reports
Formal documentation of quality issues, including detailed descriptions, root cause analysis, and corrective action plans.
Quality Assurance Plans
Comprehensive documents outlining quality objectives, responsibilities, procedures, and verification methods for the project.
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Document Control for Regulatory Compliance
Requirement Identification
Identifying all applicable regulations, codes, and standards that affect the project
Compliance Documentation
Creating and maintaining records that demonstrate adherence to requirements
Permit Management
Tracking application status, renewals, and conditions for all required permits
Inspection Coordination
Scheduling and documenting regulatory inspections and addressing findings
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Document Control for Contract Management
Contract Documentation
Maintaining organized records of all contracts, amendments, and related correspondence
Obligation Tracking
Documenting and monitoring contractual responsibilities and deadlines
Payment Documentation
Recording payment applications, approvals, and transactions
Claim Management
Documenting disputes, resolutions, and supporting evidence
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Document Control for Procurement
Purchase Requisitions
Formal requests for materials or services with detailed specifications
Request for Quotations
Documents soliciting price and delivery information from potential suppliers
3
Purchase Orders
Official documents authorizing vendors to supply specified items at agreed terms
Delivery Documentation
Records confirming receipt of materials including quantity and condition verification
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Document Control for Technical Submittals
Submittal Types
  • Shop Drawings
  • Product Data
  • Material Samples
  • Design Calculations
  • Test Reports
Submittal Process
  1. Contractor prepares submittal package
  1. Document controller logs and distributes
  1. Design team reviews and comments
  1. Approved submittals distributed to field
  1. Records maintained for project duration
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Document Control for Project Handover
As-Built Documentation
  • Final drawings showing actual construction
  • Updated specifications reflecting changes
  • Verified site measurements and conditions
Operation & Maintenance Manuals
  • Equipment specifications and warranties
  • Maintenance schedules and procedures
  • Troubleshooting guides
Handover Certificates
  • Substantial completion documents
  • Final inspection reports
  • Warranty documentation
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Document Control for Meeting Management
Meeting Agenda
Structured outline of topics to be discussed with time allocations
Meeting Minutes
Official record of discussions, decisions, and action items
Action Item Tracking
Systematic monitoring of assigned tasks and responsibilities
Decision Log
Chronological record of all project decisions with rationale
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Document Control for Progress Reporting
Daily Reports
Detailed records of daily activities, resources, and issues
Weekly Reports
Summary of progress, upcoming work, and short-term challenges
Monthly Reports
Comprehensive overview of project status, milestones, and financial performance
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Document Control for Schedule Management
Baseline Schedule
Initial approved project timeline serving as reference point
Schedule Updates
Regular revisions reflecting actual progress and forecasts
Look-Ahead Schedules
Detailed short-term plans for upcoming work periods
Recovery Schedules
Special plans developed to address delays and get back on track
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Document Control for Cost Management
Effective document control for cost management ensures financial transparency and accountability throughout the project lifecycle. Properly maintained cost documentation provides a clear audit trail for all financial decisions and transactions, helping to prevent disputes and supporting claims when necessary.
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Document Control for Change Management

Change Request
Formal documentation of proposed modification

Impact Assessment
Analysis of cost, schedule, and quality implications

Approval Process
Review and authorization by key stakeholders

Implementation
Execution and documentation of approved changes
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Document Control for Health and Safety
Safety Plans
  • Project-specific safety procedures
  • Hazard identification and control measures
  • Emergency response protocols
Training Records
  • Safety induction documentation
  • Specialized training certificates
  • Competency verification
Incident Documentation
  • Accident and near-miss reports
  • Investigation findings
  • Corrective action records
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Document Control for Environmental Compliance
Environmental Management Plans
Comprehensive documents outlining strategies for minimizing environmental impact during construction activities.
Monitoring Records
Systematic documentation of environmental measurements, observations, and compliance with established thresholds.
Waste Management Documentation
Detailed records of waste generation, segregation, recycling, and disposal in accordance with regulations.
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Document Control for Quality Control Testing
1
Test Planning
Documentation of required tests, acceptance criteria, and testing schedule
2
Sample Collection
Records of material sampling including location, time, and chain of custody
3
Laboratory Testing
Formal test reports with results, methodologies, and equipment calibration data
4
Non-Conformance
Documentation of failed tests, root cause analysis, and corrective actions
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Document Control for Design Management

4

5

Design Brief
Project requirements and objectives
Concept Designs
Preliminary design options
Detailed Designs
Comprehensive technical specifications
4
Design Reviews
Verification against requirements
5
Approved Drawings
Final construction documentation
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Document Control for Subcontractor Management
Pre-Qualification Documentation
Records that verify subcontractor capabilities, experience, and compliance with requirements before engagement.
  • Company profiles and references
  • Financial stability evidence
  • Safety performance records
  • Quality management systems
Performance Documentation
Ongoing records that track subcontractor activities, compliance, and quality throughout the project.
  • Daily work reports
  • Quality inspection records
  • Safety compliance verification
  • Progress against schedule
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Document Control for Project Closeout
Substantial Completion
Documentation verifying that the project is sufficiently complete for its intended use
Punch List Management
Tracking of outstanding items requiring completion or correction
Final Inspections
Records of regulatory and client acceptance inspections
Warranty Documentation
Compilation of all warranty information for materials, equipment, and workmanship
Lessons Learned
Documentation of project successes, challenges, and recommendations for future projects
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Document Control for BIM Implementation
BIM Execution Plan
Comprehensive strategy for implementing BIM throughout the project lifecycle
Information Exchange Protocols
Standards for sharing and transferring BIM data between project stakeholders
Model Development Specifications
Detailed requirements for BIM content, level of detail, and information requirements
Quality Control Procedures
Processes for verifying BIM model accuracy, completeness, and compliance
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Document Control for Dispute Resolution

Issue Documentation
Comprehensive records of the dispute origin
Chronology Development
Timeline of relevant events and communications
Evidence Compilation
Gathering supporting documentation and testimonies
Resolution Documentation
Recording of settlement terms and implementation
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Document Control for Communication Management
1
Communication Plan
Strategic document outlining communication methods, frequency, and responsibilities
Correspondence Tracking
Systematic logging and filing of all project-related communications
Stakeholder Engagement
Documentation of interactions with and feedback from project stakeholders
Reporting Protocols
Standardized formats and procedures for various types of project reporting
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Document Control for Resource Management
100%
Resource Tracking
Complete documentation of all project resources including labor, equipment, and materials
24/7
Availability Monitoring
Continuous tracking of resource allocation and availability for project needs
15%
Efficiency Improvement
Average increase in resource utilization with proper documentation systems
BHADANIS Quantity Surveying Online Training Institute For Civil Engineers & Construction Professionals www.bhadanisrecordedlectures.com +918603333379 Whatsapp
Document Control for Digital Transformation

1

1
Paper to Digital Conversion
Systematic digitization of physical documents

Digital Repository Creation
Establishing structured electronic storage systems

Workflow Automation
Implementing digital processes for document handling

4

4
Mobile Accessibility
Enabling field access to documentation systems
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Document Control for International Projects
Language Considerations
  • Translation protocols
  • Multilingual document templates
  • Terminology standardization
Regulatory Compliance
  • Country-specific requirements
  • International standards adoption
  • Cross-border document legalization
Cultural Awareness
  • Local business practices
  • Communication style adaptation
  • Holiday and working hour considerations
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Document Control for Remote Teams
Cloud-Based Systems
Implementing secure cloud storage solutions that provide access to project documentation from any location with appropriate permissions.
Virtual Collaboration Tools
Utilizing digital platforms that enable real-time document editing, commenting, and approval processes for distributed team members.
Mobile Accessibility
Ensuring field teams can access, update, and submit documentation through mobile applications that synchronize with the central document control system.
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Document Control for Disaster Recovery
Risk Assessment
Identifying potential threats to document integrity and accessibility
Backup Protocols
Establishing regular and redundant backup procedures for all critical documentation
Recovery Planning
Developing detailed procedures for document restoration following various disaster scenarios
Testing & Validation
Regularly verifying the effectiveness of recovery procedures through simulated scenarios
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Document Control for Continuous Improvement

System Audit
Regular evaluation of document control effectiveness

Performance Analysis
Measuring key metrics against established targets

Improvement Identification
Recognizing opportunities for process enhancement

Implementation
Executing and monitoring improvement initiatives
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Document Control for Knowledge Management

4

Organizational Learning
Leveraging project experiences for future improvement
Best Practices Documentation
Capturing and standardizing successful approaches
Knowledge Sharing
Facilitating information exchange between teams
4
Information Repository
Maintaining accessible archives of project knowledge
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Document Control Career Path
Document Controller
Entry-level position managing basic document processes
Senior Document Controller
Advanced role with system improvement responsibilities
Document Control Manager
Leadership position overseeing document control teams
Information Management Director
Strategic role integrating document control with broader information systems
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Enroll Today and Transform Your Document Management Skills
10
Comprehensive Modules
Complete curriculum covering all aspects of construction document control
1.58
Hours of Training
Concise, focused instruction designed for busy professionals
₹9500
Special Price
42.42% discount from original price of ₹16,500
BHADANIS Quantity Surveying Online Training Institute For Civil Engineers & Construction Professionals www.bhadanisrecordedlectures.com +918603333379 Whatsapp