Course Descriptions

GD-1 Documentation Management History and Introduction

Outline: In this course, students will learn about the history of Document Control, how managing documentation affects an organization, and the basics of the four divisions of Documentation and Data File Management and common documentation management terminology.

​Objective: Explain the history of documentation management, describe how document management is to integral to organizations and various industries, and recount the four different divisions of documentation management.

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GD-2 Elements of Creating a Facility

Outline: Students learn the base elements of what the creation of a facility entails, including selection of engineering and architectural, purchasing, and construction philosophies.

​Objective: Associate all elements of creating a facility to documentation management divisions, and explain the interaction with project teams.

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GD-3 Elements of Project Management

Outline: This course teaches the base elements of project management functions. This allows students to understand how management of documented deliverables affects the execution of a project.

​Objective: List different documentation required to execute a project, and recount the involvement of support groups.

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GD-4 Elements of Facility Construction

Outline: In this course, students will learn about the different groups involved in the construction portion of a facility, providing insight into which groups need to be supported.

​Objective: Describe the Construction and Turnover requirements for documentation, understand operation and asset management, explain the management of change to documentation.

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GD-5 Corporate Documentation Management Introduction

Outline: This course covers the foundations to understanding the details of managing corporate governance documentation.

​Objective: Understand workflows and base elements to process corporate governance documentation.

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GD-6 Creation of Drawings and Introduction to Publishing Documentation

Outline: This course explains the creation of drawings via the drafting group, describes other elements such as line numbers and tag numbers, and discusses the base storage concepts for project and technical documentation.

​Objective: Understand the base elements of drafting drawings, utilize concepts for creating line and tag numbers in creating structures, and describe the base elements of publishing documentation.

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GD-7 Introduction to Facility Documentation and Managing Modifiable Files

Outline: Learning the documentation receiving requirements as well as the management of information that is needed by or created at a facility is vital to a documentation management system. This course offers the base concepts for this element as well as the concepts for managing modifiable drawing and document files.

​Objective: Outline the requirements of managing modifiable drawing and document files, restate the elements of managing facility documentation, restate concurrent engineering practices.

CD - Corporate Documentation Levels Explained

Outline: In this course, students will learn the four different levels of corporate governance documentation and how those levels define the various corporate documents in various organizations.

​Objective: Describe the purpose and role of corporate documentation management in an organization, understand the components of the different levels, and explain the interaction between the levels.

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CD-2 Creating, Modifying, and Publishing Corporate Documentation

Outline: This course reviews the workflows and requirements for creating corporate documentation, for modifying the files, and for publishing corporate documentation.

​Objective: Apply the processes to create and modify corporate documentation, recreate the various workflows, and explain the control of modifiable corporate files.

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CD-3 Managing Reviews and Corporate Documentation from External Parties

Outline: Students will learn how to manage the review of corporate documentation, and the tracking mechanisms for internally created and externally sourced corporate documentation.

​Objective: Recount control of external and internal corporate governance documentation, and explain indexing and tracking methods.

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CD-4 Corporate Documentation Numbering, Storage and Securities, and Continual Improvement

Outline: In this course, students will learn how to create documentation numbering structures for corporate documentation. The storage and securities for controlling corporate documentation in different formats and the continual improvement requirements will also be addressed.

​Objective: Create numbering structures for corporate documentation, explain storage and securities of corporate documents, and recount continual improvement schedules and best practices.

EI-1 Introduction to Engineering Documentation Management

Outline: Students will learn the elements of the engineering sector that dictate the documentation management requirements.

​Objective: Understand regulated requirements in relation to document management, recount engineering sector components in documentation management.

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EI-2 Overview of Engineering Groups and Authentication Requirements

Outline: The engineering sector has various disciplines and documentation authentication requirements, which are covered in this course. Knowledge of these groups and requirements are paramount in establishing documentation management processes in the engineering environment.

​Objective: Learn the roles and documentation of the various engineering disciplines and how they work together, describe the requirements for authenticating engineering documentation.

VD-1 Introduction to Vendor Submissions Documentation Management and Email Management

Outline: Students will learn the base concepts surrounding setting the expectations, receiving and tracking goods and services vendors’ and suppliers’ documentation submissions, as well as the management methods applied to email communication.

​Objective: Understand and recount the importance and process of setting expectations with suppliers of goods and services, establish processes for managing email communication.

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VD-2 Setting Submission Expectations for Vendor Documentation

Outline: Students will delve into the details of how to submit documentation requirements to vendors to ensure that clear expectations are set on what documentation is required, when to submit, and how to submit the information.

​Objective: Describe how vendor or third-party documentation submission requirements are established, and establish methods for communicating expectations.

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VD-3 Receiving and Numbering Vendor Documentation Submissions

Outline: In this course, the details of how to process incoming vendor documentation submissions, and how to ensure that the documentation is assimilated into the purchaser’s system for tracking.

​Objective: Narrate the impacts and risks of lack of expectations in vendor submissions, manage the process for receiving submissions, and demonstrate numbering structures for incoming documentation.

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VD-4 Expediting and Reviewing Vendor Documentation Submissions

Outline: This course will outline the details of how to accurately track the vendor documentation submissions from initial submission to final submission, and how to ensure that the movements of the files occur in a timely manner along all steps of the process.

​Objective: Outline the different methods for expediting submissions, describe the various statuses of review applied to submissions, appreciate communication requirements when returning comments.

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VD-5 Submitting Documentation from the Vendor, Data Books, and Storage

Outline: This course covers the elements of submitting documentation from the fabrication company, as well as the vendor documentation elements of a data book, and the storage requirements for hard copy and electronic copies of vendor documentation.

​Objective: Understand the necessities for creating the required documentation to submit from a vendor organization, create the tracking mechanisms to ensure completion, comprehend Manufacturer Records Books in detail.

FD-1 Construction Documentation and Processing Incoming Facility Files

Outline: This course will delve into the construction documentation that is coming in to the facility during the construction phase. This course reviews the elements of a construction site as well as the process for receiving and distributing documentation at the facility to the various construction personnel.

​Objective: Compile Construction Work Packages from Engineering Work Packages, understand quality checking submissions, and distribution and storage of incoming documentation.

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FD-2 Processing Facility Generated and Asset Management Documentation

Outline: In this course, processing and managing construction site generated documentation is covered, as well as during commissioning of a facility and asset management.

​Objective: Establish processes for facility generated documentation and redlines, understand quality checking submissions, and distribution and storage of documentation.

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FD-3 Managing As-Built Redlines and Requests for Information

Outline: How to process and manage the markups for as building drawings are covered in this course as well as the workflow for these redlines. In addition, design or construction change requests can become confusing if not properly managed correctly, and this course discusses the various levels of change and how to manage them.

​Objective: Manage facility updates during construction, understand the process for maintenance work updates, and explain storing and distributing changes to documentation.

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FD-4 Managing System Turnover Manuals and Data Book Updates

Outline: When systems at a facility have completed construction activities, the documentation goes to the operators. It is vital that this information transition occurs effectively and this course will define the processes for compiling and handing over the systems manuals and information. Facility data books will also be covered in this course.

​Objective: Explain the management of System Turnover manuals, Facility Data Books, Inspection, safety, and quality documentation.

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FD-5 Facility Infrastructure and IT Integration Relating to Documentation Management

Outline: This course will focus on relating the documentation management needs with infrastructure options and capabilities, including remote access, server and file management and auditing, software support, and device management. Also discussed is how facilities are moving toward intelligent communication between assets.

​Objective: Restate and explain infrastructure requirements and best practices for managing IT requirements at a facility, describe manual management options due to poor infrastructure.

SW-1 Introduction to Documentation Management Software (DMS) Requirements

Outline: This course discusses the overview of reviewing and selecting documentation management software, the functional requirements are for managing work in progress files, control of modifiable files, and relationships to other systems.

​Objective: Evaluate the base functional requirements for documentation management software and learn the beginnings of asset management and relationships to other systems.

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SW-2 Repository, Uploading, and Metadata Type Requirements in a DMS

Outline: In this course, content repositories, uploading requirements, and basic metadata types are discussed along with data mining the modifiable files and the relationships to other objects within the software.

​Objective: Consider the business process requirements for managing files in software, translate those requirements to functional requirements, understand which elements are required and which are preferred.

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SW-3 Numbering, Revisioning, and Versioning Requirements of a DMS

Outline: In this course, how to apply the numbering of documentation into a software system is discussed as well as the standard methods for identifying revisions to the files. Versions are shown as different to revisions as it is vital to understand how revisions and versions work within a software platform.

​Objective: Understand and applying the procedural numbering and revisioning requirements to the software, and explain the workings of the versioning system.

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SW-4 Searchability, Metadata, Usability, and Workflow Requirements of a DMS

Outline: The ability to search for all the files within a software platform relies heavily on the fields of metadata that are available and thereafter populated. This course will focus on those fields as well as the usability of the platform, which greatly increases the overall use of the software. Lastly, this course will cover notification requirements and workflow capabilities of the software.

​Objective: Describe the application of search mechanisms as it relates to metadata, utilize methods to improve usability, and apply the workflow requirements to the software.

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SW-5 Access, Modifiable File Management, and Security Requirements in a DMS

Outline: This course covers access to the software for third parties, how the software can aid in concurrent modification of files, and how to manage complex modifiable files and modifiable file processes. Security, permissions, and access to the files is also discussed in this course.

​Objective: Relay access and security requirements to the functional requirements, and understand the load of managing modifiable files within the system.

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SW-6 Reporting, Transmitting, Auditing, and Integration Requirements of a DMS

Outline: In this course, individuals will learn how to integrate the reporting requirements into the software configuration as well as the rules and methods for transferring files within the network and to external parties. Auditing the system is vital and will be covered in this course as well as creating and managing transmittals, digital data, and asset management information.

​Objective: Explain and analyze the reporting requirements, the transmitting rules and options, and how to integrate the documentation software into other systems and processes.

MF-1 Creating and Modifying Modifiable Drawing Files

Outline: This course teaches the elements for creating and modifying the various types of documentation found within an organization.

​Objective: Understand the creation and processing requirements of project, corporate, modifiable drawing, 3D model, and site document files.

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MF-2 Modifiable Documentation Files Management and Digital Metadata

Outline: In this course, individuals will learn how to manage the modifiable files including versions and intermediate reviews, setting expectations for uncontrolled documentation, and the inclusion of tagging methods for equipment and other types of embedded digital data.

​Objective: Explain the digital elements embedded in modifiable files and relate it back to metadata.

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MF-3 Modifiable File Requirements and 3D Model Numbering

Outline: Chain of custody and standards of modifiable files is paramount to the control the quality of the content. This course will cover the standards by which modifiable drawing, facility document, and 3D models are to be created.

​Objective: Illustrate the requirements pertaining to the various modifiable files, and explain 3D Models and how they are utilized.

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MF-4 Storage and Security of Controlled and Working Modifiable Files

Outline: This course will describe the storage mechanisms and rules for controlling the modifiable files. Work in progress modifiable files also have control mechanisms which are slightly different to the controlled master version. 3D model storage is also discussed in this course.

​Objective: Select storage, chain of custody, and permission requirements for modifiable drawing and site document files, and apply methods for managing incoming, externally generated modifiable files.

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MF-5 Chain of Custody, Indexing, and Concurrent Modification of Files

Outline: This course discusses the various levels of control of modifiable files and includes the various statuses including sign in, sign out, files for update, and files for reference. The indexing of the modifiable files is a key element to managing modifiable files, and tracking mechanisms are covered. Lastly, this course covers managing modifiable files in concurrent (simultaneous) modification environments.

​Objective: Direct the flow of modifiable files through sign in and out, comprehend the differences between the statuses of modifiable files, demonstrate the different options for managing modifiable documentation and 3D model files in the concurrent environment.

PM-1 Construction Through the Ages

Outline: This course teaches about construction throughout the eras, showing progression of standards and management strategies so that individuals may understand why construction projects are managed the way they are today.

​Objective: Demonstrate an understanding of construction history, explain building code evolution, review the evolution of construction project management, and explain the impact technology has on the construction industry.

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PM-2 Construction Management Defined and Project Delivery Methods

Outline: In this course, individuals will learn about the various construction project delivery methods and values, including quality, safety, and scope, design options, and construction contract administration options.

​Objective: Reiterate the definition of construction management, understand the elements of construction projects, describe the roles and responsibilities of services provided by a construction management firm, explain project delivery and construction methods, and understand the differences between Agency CM and CM At-Risk.

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PM-3 Design and Construction Project Stages, and Project Team Composition

Outline: This course delves into the design and construction stages, compliance issues, competitive construction bids, preconstruction stages, and construction team development. Project stages include due diligence concerns, value engineering, permitting and engineering up to the final construction stage, including mobilization, and construction operations and project completion.

​Objective: Understand the stages of the design and construction process, distinguish between the various project stages, differentiate between substantial completion and final completion, and explain each of the project team members’ roles.

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PM-4 Construction Claims, Contracts, and Project Governance

Outline: This course focuses on the documentation needed to mitigate claims and issues during construction.

​Objective: Describe the significant part of a construction claim, understand differences between a baseline schedule and a progress schedule, comprehend three characteristics a claim delay has on a project, and explain project governance.

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PM-5 Project Information and Data Management

Outline: This course offers the outline and impacts of what project information is required, how it is gathered, and how it is used. It also includes how this information ties back into the project documentation.

​Objective: Lay out the flow of project information relating to schedule, deliverables, construction information, milestones, and progress throughout the execution of a project.