IpX-20 Universal Policy, Procedure, and Document Control 

Your Documents are the mechanism used to communicate all requirements and information within an organization. This course minimizes poor document quality and teaches establishing proper ownership and linkages. Learn how to manage document revisions and workflows, and the process to ensure proper document security, analysis, control, and digital storage regardless of the source of creation. A UDC Specialist Certificate is awarded upon completion

Register for the IpX-20 Course

Modality Date Price Register
Online Self-Paced - Individual Credit Card Purchase On-Demand $900 REGISTER
Online Self-Paced - Group or Individual Invoice Purchase On-Demand $900 REGISTER
Virtual Instructor-Led - Group or Individual Purchase Feb 20-22, 2024 $1,000 REGISTER

IpX-20 is available online individually within the IDEA Academy or as a part of the IDEA Academy Subscription. Contact us today at (720) 627-5114 or info@ipxhq.com for more information or to schedule an onsite session.

Course Abstract

Onsite Duration: 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
This website uses cookies to improve user experience. By using our website you consent to all cookies in accordance with our Cookie Policy.