Why implement document control?

This question may seem peculiar for those who know what a good document control can do.

But these questions come more often than you might think: "Why do I need document control? Why implement it? Can't our employees/engineers do their own filing?"

First of all, document control is so much more than just filing documents. And this is where its value resides:  implementing document control will support all the company's activities, and will add value at least in the following areas:

•     Retrieval of documents:
This is maybe the benefit that everybody will see immediately. A lot of companies working without professional document control are struggling with document retrieval. Imagine if every employee searches for a document or for information during 15 minutes per day (and by saying 15 minutes, I am actually quite optimistic... try to calculate how much time you devote every day to searching for documents or information, by yourself... you will be surprised).
Document control will definitely help you retrieve the correct information in a reasonable period of time. In other words, no time wasted searching for a document, or information.

•     Control:
Because in document control, there is the word... "control". Getting control of documents (including document modifications, updates, withdrawal, etc.)  means that you will be certain that the information at hand is the most up-to-date one. With document control, you will be certain that all revisions of a document are stored, but that the document at hand is the current one.

•    Information Security:
Document control also helps in the information security area. By helping defining the rules for accessing documents (who can access a document, who can read it, modify it, etc) and by implementing these rules either on the network drives, or within a document control / document management software. Therefore, document control will avoid uncontrolled changes on documents, as well as unallowed access to documents.
On the other hand, by defining the rules for accessing documents, it will also ensure that any person who needs to have access to a document, will actually have access to it.

•    Traceability:
Who sent this document to whom, when, and with what technical or commercial content ? This is not "Big Brother's watching you", this is simply the way to ensure traceability. Why do you need traceability? Because it ensures that you will never lose track of what happened on documents / on your project / in your department. The flow of information and interactions is so important on a daily basis, that you can not remember everything that has happened. Document control and traceability are here to help you keep the record.

•    Company protection: 
In case of an incident on an installation for example, it is crucial and critical to be able to retrieve the last updated applicable documentation relative to this installation... and to retrieve it quickly. Without a proper document control implemented in your Company, you will have a lot of difficulties to do it.

•     Auditability:
Without professional document control, you might not be able to provide the necessary information to auditors (internal or external) in due time.

•     Consistency:
Within the same company (or within the same project, the same department, etc), document control means working by the same standards, standardising documentation, and complying with industry regulations and legal requirements

•     Project status:
Day-to-day professional document control will enable you to know, at any point in time, the status of projects deliverables.

In conclusion, implementing document control and investing in skilled professional document controllers is the way to protect your company, as well as ensuring accessibility, retrievability, control and security for your documents and your information.

Save your employees' time and energy. Protect your interests. Entrust your documentation to professionals.


 An article from Consepsys Information Management

Qu'est-ce que le document control?

This article is a French translation of this one. Click on the link if you would like to read it in English.

Cet article est la version française de celui-ci. Cliquer sur le lien si vous souhaitez le lire en anglais.


Commençons avec les bases. Qu'est ce que le document control?

De façon très simple, on pourrait le définir comme organiser les documents, les données et l'information de façon cohérente, standardisée et contrôlée.

On pourrait aussi dire que le document control est l'ensemble des mesures prises pour réguler la préparation, la revue, l'approbation, l'émission, la distribution, l'accès, le stockage, la sécurité, la transformation, la modification, l'annulation ou la destruction des documents... donc à peu près tout ce qui concerne les documents!

Le document control est aussi l'une des exigences du standard ISO 9001 ("Systèmes de management de la qualité -Exigences"). Ce standard précise notamment que:

« Une procédure documentée doit être établie pour :
a) approuver les documents quant à leur adéquation avant diffusion;
b) revoir, mettre à jour si nécessaire et approuver de nouveau les documents;
c) assurer que les modifications et le statut de la version en vigueur des documents sont identifiés;
d) assurer la disponibilité sur les lieux d’utilisation des versions pertinentes des documents applicables;
e) assurer que les documents restent lisibles et facilement identifiables;
f) assurer que les documents d'origine exterieure sont identifiés et que leur diffusion est maîtrisée;
g) empêcher toute utilisation  non intentionnelle de documents périmés, et de les identifier de manière adéquate s’ils sont conservés dans un but quelquonque. »
Source: Extrait du standard ISO 9001:2000. La dernière version complète de ce standard peut être commandée ici: iso.org

Le document control est un élément-clé pour toute entreprise. Il assure efficacité, performance, fiabilité, traçabilité, qualité et sécurité.


Un article de Consepsys Information Management.

What is document control?

Let's start with the basics: what is actually document control?

In a very simple way, we could define it as organising documents, data and information in a consistent, standardised and controlled manner.

We can also say that document control is the set of measures taken to regulate the preparation, review, approval, release, distribution, access, storage, security, alteration, change, withdrawal or disposal of documents... so, pretty much everything about documents!

Document control is also a requirement from the ISO 9001 standard (Quality Management Systems - Requirements). This standard states notably that:

"A documented procedure shall be established to define the controls needed:
a) to approve documents for adequacy prior to issue,
b) to review and update as necessary and re-approve documents,
c) to ensure that changes and the current revision status of documents are identified,
d) to ensure that relevant versions of applicable documents are available at points of use,
e) to ensure that documents remain legible and readily identifiable,
f) to ensure that documents of external origin are identified and their distribution controlled, and
g) to prevent the unintended use of obsolete documents, and to apply suitable identification to them if they are retained for any purpose."

Source: Extract from ISO 9001:2000 standard. The complete latest version of this standard can be purchased here: iso.org

 Document control is key to any business. It is a crucial element to ensure efficiency, performance, reliability, traceability, quality and safety.


 An article from Consepsys Information Management

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