Module 1: Introduction to Document Control and Aconex (1 Hour)

• What is Document Control?
  • Importance of document management in projects.
  • Role of a Document Controller.
• Introduction to Aconex:
  • Overview of the platform.
  • Key features for document management in construction and engineering.
  • Aconex vs. other document management systems.

Module 2: Getting Started with Aconex (2 Hours)

• User Interface Walkthrough:
  • Dashboard overview.
  • Navigating the document register.
  • Basic Aconex terminology (transmittals, workflows, etc.).
• User Access and Permissions:
  • Setting up and managing users.
  • Defining access levels and permissions for team members.
• Creating Projects:
  • Setting up a new project in Aconex.
  • Defining project roles and responsibilities.

Module 5: Communication and Reporting in Aconex (1 Hour)

• Using Transmittals for Document Communication:
  • Creating and sending transmittals.
  • Tracking transmittals and correspondence history.
• Generating Reports:
  • Running standard and custom reports.
  • Exporting document data and status reports for management review.
  • Tracking document activity and performance metrics.

Module 6: Project Handover and Archiving (1 Hour)

• Preparing for Project Closeout:
  • Organizing and finalizing project documents.
  • Ensuring all documents are approved and compliant.
• Archiving and Handover:
  • Archiving documents at the end of a project.
  • Preparing document handover packages.
• Ensuring Compliance:
  • Regulatory requirements for document archiving.
  • Document audits and traceability features in Aconex.

Final Module: Practical Project and Review (1 Hour)

• Group Exercise:
  • Upload, organize, and manage a set of documents on Aconex.
  • Set up workflows and manage a transmittal process.
• Course Review:
  • Q&A session.
  • Final feedback and tips for advanced Aconex use.

By the end of this course, participants 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 documentation upon project completion.

This structured breakdown ensures a logical progression from basic document control principles to advanced Aconex workflows and reporting. Let me know if you need any refinements! 😊