Al Manal
Training Center L.L.C
Document Controller Dura%on: 10 to 14 hours
Module 1: Introduc%on to Document Control and Aconex (1 Hour)
• What is Document Control?
o Importance of document management in projects.
o Role of a Document Controller.
• Introduc%on to Aconex:
o Overview of the pla<orm.
o Key features for document management in construc?on and engineering.
o Aconex vs. other document management systems.
Module 2: GeBng Started with Aconex (2 Hours)
• User Interface Walkthrough:
o Dashboard overview.
o Naviga?ng the document register.
o Basic Aconex terminology (transmiFals, workflows, etc.).
• User Access and Permissions:
o SeLng up and managing users.
o Defining access levels and permissions for team members.
• Crea%ng Projects:
o SeLng up a new project in Aconex.
o Defining project roles and responsibili?es.
Module 3: Managing Documents in Aconex (3 Hours)
• Uploading and Organizing Documents:
o Uploading single or batch documents.
o Document naming conven?ons and metadata tagging.
o Organizing documents into folders and categories.
• Version Control:
o Managing document revisions and ensuring accurate version control.
o SeLng up document revisions and approval workflows.
• Working with Document Registers:
o Customizing and managing the document register.
o Search and filter op?ons for quick document retrieval.
• Document Tracking:
o Tracking document status, approvals, and distribu?on history.
Module 4: Aconex Workflows and Approvals (2 Hours)
• Introduc%on to Workflows:
o What is a workflow?
o SeLng up a document workflow for approvals and reviews.
o Configuring deadlines and no?fica?ons.
• Managing Workflows:
o Assigning documents to workflows.
o Reviewing and approving documents in workflows.
o Workflow reports and performance monitoring.
Al Manal Training Center LLC | Abu Dhabi
Tel: +971 2 4445484 | +971 527222815 www.almanaltraining.com
Al Manal Training Center LLC | Abu Dhabi
Tel: +971 2 4445484 | +971 527222815 www.almanaltraining.com
Al Manal
Training Center L.L.C
• Hands-On Prac%ce:
o Crea?ng and managing workflows on the Aconex pla<orm.
Module 5: Communica%on and Repor%ng in Aconex (1 Hour)
• Using TransmiVals for Document Communica%on:
o Crea?ng and sending transmiFals.
o Tracking transmiFals and correspondence history.
• Genera%ng Reports:
o Running standard and custom reports.
o Expor?ng document data and status reports for management review.
o Tracking document ac?vity and performance metrics.
Module 6: Project Handover and Archiving (1 Hour)
• Preparing for Project Closeout:
o Organizing and finalizing project documents.
o Ensuring all documents are approved and compliant.
• Archiving and Handover:
o Archiving documents at the end of a project.
o Preparing document handover packages.
• Ensuring Compliance:
o Regulatory requirements for document archiving.
o Document audits and traceability features in Aconex.
Final Module: Prac%cal Project and Review (1 Hour)
• Group Exercise:
o Upload, organize, and manage a set of documents on Aconex.
o Set up workflows and manage a transmiFal process.
• Course Review:
o Q&A session.
o Final feedback and ?ps for advanced Aconex use.
Learning Outcomes:
By the end of this course, students will:
• Understand the role of a Document Controller in a project environment.
• Be proficient in using Aconex for document management, including uploading,
organizing, and tracking documents.
• Be able to set up workflows, manage approvals, and generate reports in Aconex.
• Understand how to properly hand over and archive project documenta?on upon
project comple?on.
Al Manal Training Center LLC | Abu Dhabi
Tel: +971 2 4445484 | +971 527222815 www.almanaltraining.com
