ENGINEERING EDMS
Digitize, Organize, and Control Your Engineering Documents with Precision.
Course Schedule
| Venue (InHouse) | Fees |
|---|---|
| At Your Organization Premises | Ask For The Quotation |
Course Introduction
In the engineering and construction sectors, managing complex documentation—drawings, revisions, approvals, and specifications—is critical for compliance, efficiency, and quality. This course offers a comprehensive understanding of Engineering Document Management Systems (EDMS), focusing on tools and best practices for controlling document lifecycle, ensuring traceability, and improving collaboration across departments and contractors.
Course Objectives
By the end of this training, participants will be able to:
- Understand the principles and architecture of EDMS
- Digitally manage engineering drawings, specifications, and technical documents
- Implement workflows for version control, approvals, and transmittals
- Ensure compliance with industry standards (ISO, API, etc.)
- Integrate EDMS with project management and BIM tools
-
Improve collaboration across engineering, procurement, and construction (EPC)
Key Benefits of Attending
This training helps organizations reduce document errors, streamline workflows, improve project delivery, and ensure document security and traceability. Learn how to deploy or improve an EDMS that fits your engineering project needs.
Intended Audience
- Document Controllers
- Engineering Managers & Design Leads
- Project Managers & Coordinators
- QA/QC Professionals
- EPC & Construction Admin Staff
- IT Professionals supporting Engineering Systems
Individual Benefits
- Develop key skills in engineering document control
- Master versioning, tagging, and metadata standards
- Learn to configure workflows and automate tasks
- Increase value as a project team contributor or leader
Organization Benefits
- Improve control and traceability of technical documents
- Reduce risks and delays from document mismanagement
- Achieve compliance with client and industry documentation standards
- Enhance productivity and collaboration among project teams
Instructional Methdology
- Hands-on exercises with EDMS platforms (e.g., Aconex, SharePoint, OpenText)
- Real-world case studies from EPC projects
- Document flow simulations and role-playing
- Interactive group activities and knowledge checks
Course Outline
DETAILED 5-DAY COURSE OUTLINE (Customizable)
Training Hours: 07:30 AM – 03:30 PM
Daily Format: 3–4 Modules | Coffee breaks: 09:30 & 11:15 | Lunch Buffet: 01:00 – 02:00
DAY 1 – INTRODUCTION TO ENGINEERING DOCUMENT CONTROL & EDMS
- Module 1: Fundamentals of Engineering Document Management (07:30 – 09:30)
- Module 2: Types of Engineering Documents & Drawing Classifications (09:45 – 11:15)
- Module 3: EDMS Architecture, Features, and Platforms Overview (11:30 – 01:00)
- Module 4: EDMS Role in the Project Lifecycle (02:00 – 03:30)
DAY 2 – DOCUMENT CONTROL PRINCIPLES & WORKFLOWS
- Module 1: Document Control Policies and ISO Standards (07:30 – 09:30)
- Module 2: Revision Control and Approval Workflows (09:45 – 11:15)
- Module 3: Document Numbering and Metadata Management (11:30 – 01:00)
- Module 4: Transmittals, Submission Logs & Distribution Matrix (02:00 – 03:30)
DAY 3 – EDMS SYSTEM CONFIGURATION & BEST PRACTICES
- Module 1: Setting up a Project Folder Structure & Access Control (07:30 – 09:30)
- Module 2: Indexing and Tagging Documents for Searchability (09:45 – 11:15)
- Module 3: EDMS Configuration for Engineering Use Cases (11:30 – 01:00)
- Module 4: Backup, Archiving, and Document Retention Policies (02:00 – 03:30)
DAY 4 – ADVANCED FEATURES & INTEGRATIONS
- Module 1: Workflow Automation & Approval Routing (07:30 – 09:30)
- Module 2: Integrating EDMS with CAD, BIM, and ERP Systems (09:45 – 11:15)
- Module 3: Security, Audit Trails, and Role-Based Access (11:30 – 01:00)
- Module 4: Mobile Access, Offline Synchronization & Collaboration Tools (02:00 – 03:30)
DAY 5 – IMPLEMENTATION, GOVERNANCE & CHANGE MANAGEMENT
- Module 1: Planning EDMS Deployment for Projects or Organizations (07:30 – 09:30)
- Module 2: Roles & Responsibilities: Document Controllers & System Admins (09:45 – 11:15)
- Module 3: Monitoring, Reporting, and Compliance Checks (11:30 – 01:00)
- Module 4: Final Workshop: Build Your EDMS Workflow Template + Wrap-up (02:00 – 03:30)
Certification
Participants who successfully complete the course and assessments will receive a Certificate in Engineering EDMS & Document Control, aligned with global engineering documentation best practices.