An Intensive 5-day Training Course
Engineering Electronic Document Management Systems (EDMS)
Master the Techniques to Manage Engineering Documents Digitally for Efficiency and Compliance
INTRODUCTION
Engineering organisations operate in environments where accuracy, compliance, traceability, and document control are critical to safety, quality, and operational efficiency. As engineering projects and operational activities grow in scale and complexity, the need for structured and reliable Electronic Document Management Systems becomes essential. Poor document control can lead to compliance risks, version errors, audit failures, and operational inefficiencies.
The Engineering Electronic Document Management Systems Course provides a comprehensive and practical foundation for understanding, designing, and implementing EDMS solutions tailored to engineering, project, and operational environments. This EDMS Training Course focuses on the full lifecycle of document management, from creation and classification through to storage, retrieval, archiving, and disposal.
Participants explore how effective EDMS frameworks support compliance with international standards such as ISO 9001, ISO 27001, and ISO 15489. The course emphasises the importance of governance, security controls, document control procedures, and audit readiness within engineering and operational contexts.
This training course also addresses the practical realities of implementing EDMS solutions, including policy development, system selection, scanning and indexing, version control, and integration with engineering workflows. By aligning document management practices with business processes, participants gain the capability to deliver consistent, compliant, and efficient document control across their organisations.
Key focus areas include:
- EDMS principles for engineering and operational environments
- Document control procedures, policies, and compliance requirements
- Security, confidentiality, and access control
- Scanning, indexing, archiving, and version management
- Aligning EDMS implementation with ISO and international standards
KEY SKILLS YOU WILL GAIN
After completing this training course, participants will be able to demonstrate the following skills and competencies:
- EDMS Implementation – Design and implement Electronic Document Management Systems aligned with engineering and operational needs.
- Document Control – Apply structured document control procedures to ensure accuracy, traceability, and compliance.
- Information Governance – Establish policies, standards, and controls for secure and compliant document management.
- Compliance Management – Align document management practices with ISO standards and regulatory requirements.
- Process Integration – Integrate EDMS solutions into engineering workflows and business processes effectively.
TRAINING OBJECTIVES
By the end of this Engineering Electronic Document Management Systems Course, participants will be able to:
- Create and implement document control, auditing, and compliance frameworks for engineering and operational work
- Understand and apply security requirements for managing confidential and sensitive documents
- Develop effective filing systems that support accessibility, control, and compliance
- Identify key stakeholders involved in document management system development
- Address challenges arising from poor filing and documentation standards
- Improve both manual and electronic filing systems
- Apply recognised document management practices and standards
- Understand and apply ISO documentation management standards
WHO SHOULD ATTEND?
This Engineering Electronic Document Management Systems Course is suitable for:
- Engineering professionals and technical staff
- Operations and project management professionals
- IT management, IT support, and operations teams
- Professionals responsible for compliance, regulations, and best practices
- Procurement and operational management personnel
- Process supervisors and team leaders
- Executives and senior managers
- Personnel seeking to enhance their document management capability
TRAINING METHODOLOGY
The EDMS Training Course is delivered through an active and participative learning approach designed to connect theory with real engineering practice. Facilitator-led explanations introduce key concepts using real-world engineering examples.
Participants engage in structured discussions, group exercises, and hands-on activities to explore document control procedures, policy development, and system design. Case studies are used to demonstrate best-practice EDMS implementation and highlight common challenges and success factors.
Delegates are encouraged to bring real workplace document management issues for confidential discussion. Opportunities are provided for both group interaction and one-to-one dialogue with the facilitator, ensuring learning is practical, relevant, and directly transferable.
TRAINING SUMMARY
The Engineering Electronic Document Management Systems Course provides participants with a structured and practical understanding of how to design, implement, and manage EDMS solutions in engineering environments. The course covers essential concepts related to document control, archiving, version management, security, and compliance.
This EDMS Training Course focuses on maximising the value of electronic document management by aligning systems, policies, and procedures with engineering workflows and organisational objectives. Participants gain clarity on how to deploy EDMS solutions that support audit readiness, regulatory compliance, and operational efficiency.
By the end of the course, participants return to their organisations with a detailed understanding of EDMS best practices and a clear action plan for implementing effective electronic document management and archiving systems that deliver measurable business benefits.
TRAINING OUTLINE
Day 1: Introduction to Engineering EDMS
- Introduce Engineering EDMS Key Concepts and Drivers
- Document Management Policies and Procedures
- Indexing, Taxonomy and Classification
- Version Control, Audit and Managing Metadata
- Implementing Solutions for Compliance, ISO Standards and Regulations
Day 2: Roles and Responsibilities
- Developing Key Roles for Managing EDMS
- Improving Business Process Re-Engineering and Business Processes
- What Needs to Be Included and Workflow
- Who Needs to Be Involved and Approval Processes
- Management Support, Review and Security Approvals
Day 3: Designing Document Management Procedures and Systems
- Design Overview
- Creating Documentation Control procedures based on ISO standards
- Creating Classifications, Taxonomies, Retention Requirements and Filing Systems
- Setting up sScurity Controls and Reviewing Information Security ISO 27001
- Document Management Approval Process
Day 4: IT, Standards and Implementation
- Review of IT Document Management Systems
- Procuring an EDMS
- Developing Requirements for EDMS
- Implementation Best Practices
- Latest Trends in EDMS Including Cloud Computing and Software as a Service (SaaS)
Day 5: Case Studies and Workshops
- Reviewing and Developing an Action Plan
- The Future Look at EDMS
- Case Studies
- Drafting Exercises
- Final Wrap-up and Discussion
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ACCREDITATION
EuroMaTech is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Euromatech is a Knowledge & Human Development Authority (KHDA) approved training institute in Dubai, licensed and approved to deliver training courses in the UAE.
The KHDA is the regulatory authority in the UAE, that oversees administering, approving, supervising, and controlling the activities of various education providers in the UAE. We are proud of our commitment to ensuring quality training courses and status as a KHDA-approved training provider.
FAQ
EuroMaTech provides a range of ISO certification and compliance training courses, including:
- ISO 9001 – Quality Management Systems Training
- ISO 45001 – Occupational Health & Safety Management Training
- ISO 14001 – Environmental Management Systems Training
These courses help organizations adopt internationally recognized standards and improve their overall performance.
To register for a training course, you can:
- Visit the EuroMaTech website, browse the available courses, and follow the online registration process.
- Contact EuroMaTech’s support team for assistance with course selection or inquiries about corporate training solutions.
EuroMaTech stands out as a leader in training and professional development due to:
- 30+ years of experience delivering high-impact training courses across industries.
- Accreditations from leading institutions, ensuring top-tier course quality and recognition.
- A portfolio of thousands of training courses, serving professionals at every level.
- A focus on innovation and future-ready learning models, including blended and digital training.
- Long-term partnerships with organizations globally, ensuring sustained success through talent development.
EuroMaTech has successfully delivered thousands of training courses, with thousands of professionals from over 50 countries attending annually.
We are happy to share the profiles of our expert instructors. To learn more about their qualifications and experience, please contact us [email protected]
We provide two flexible training formats to suit your preferences:
- Classroom Training: Experience in-person learning with expert instructors. Engage in interactive discussions, hands-on activities, and benefit from face-to-face networking.
- Online Training: Join live online sessions from anywhere, offering flexibility for those with busy schedules or who prefer remote learning.
- In-House Training: We can bring our training directly to your organization, allowing for tailored sessions that address your specific needs and objectives.
Yes, we provide tailored training solutions designed to meet the specific needs of your organization. Customized courses can be delivered either in-person or online, and you can select the dates and duration that best fit your schedule. For more details, please contact us at [email protected]
Yes, we can assist you with the following:
- Corporate Discount: If available, we can extend our corporate discount for your stay at selected hotels.
- Hotel Suggestions: We can provide recommendations for nearby hotels based on your preferences and budget.
Feel free to explore online booking platforms for the most cost-effective options.
