Course: Universal Policy, Procedure, and Document Control 


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Universal Policy, Procedure & Document Control is available online individually within the IDEA Academy or as a part of the IDEA Academy Subscription. 

The IDEA Academy is IpX's innovative learning platform that brings together industry certifications, accredited courseware, and thought leaders under one platform. Get access to UPPDC, CM2 Jump-Start courses, Digital Cornerstone courses, EIA-649, and premier training from Methods of 100 Coaches all for one price. The IDEA Academy also hosts IpX's industry standard CM2 Certification courses. Create your account today. 

Contact us today at (720) 627-5114 or for more information or to schedule an onsite session.

Course Abstract

Virtual Instructor-Led Duration: 2 days
Onsite: 2 Days
Online with the IDEA Academy: 16-20 Hours


Although document control is an aged-old profession and is widely implemented in various activity sectors, most have difficulty defining it effectively. As digital solutions have advanced so have the capabilities and processes needed to ensure proper document security, analysis, control, and digital storage. 

Contrary to common belief, a document does not have to exist in the form of paper or any other hard copy format. Regardless of the media and/or digital solution, your documents are the mechanism used to communicate all requirements and information within an organization.

Requirements or information once captured as a document are subject to the information and document management rules and processes of the organization. All product-related requirements, from the Application Requirements level down, must be properly documented. All administrative requirements, from the Business Regulations level down, must be properly documented.

The types of documents related to products will vary from organization to organization. Several factors will influence the types of documents required such as type of end deliverable, type of industry, applicable regulatory agency, etc. Regardless of the source of the document creation, all product-related documents must be managed through a standard Document Control process.

Additional Course Information

  • UDC Specialist Certificate is awarded upon completion 
  • Digital course manual provided with the option to purchase a printed copy


A. What is a Requirement, What is a Document
B. Requirements and Document Control
C. Poor Document Quality and Resulting Corrective Action
D. Organizational Performance and Document Management
Workshop 1: Comparative Analysis 
E. Establishing Proper Ownership and Linkages
F. Document Repository vs. Technical/Research Library
G. Process of Document Evolution
H. Document Management Beyond Product Definition
Workshop 2: Intervention Resource Expenditures
I. Maintaining Document Quality and Correctness
J. Managing Revisions to Released Documents
K. Management of Documented Workflows
L. Operating Standards vs. Administrative Procedures
Workshop 3: Rate Your Current Process
M. Document Validation and Release
N. Documented Requirements and the Supply Chain
O. Document Control Rules and Standards as Protocols
P. Course Review and Summary
Learn More I Disagree I Agree
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