Document control skills matrix template

A skills matrix is a tool teams can use to effectively manage and assess their document control skills and knowledge.

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Overview Copied

A skills matrix template is a tool that organizations can use to effectively manage and assess the skills and certification statuses of individual employees or teams.

For example, you can use this document control skills matrix to ensure that your employees are competent with the necessary document management systems (DMS) that will keep your documentation organized, secure, and compliant with industry standards.

Document management systems
  • Proficiency with document management software (e.g., SharePoint, Documentum)
  • Understanding of electronic document management systems (EDMS)
  • Implementation and customization of document control systems
  • Document search, retrieval, and archival
  • Coordination with internal teams for document updates
Document control procedures
  • Creation and maintenance of Standard Operating Procedures (SOPs)
  • Document lifecycle management (creation, review, approval, archival)
  • Version control and tracking
  • Managing document workflows and approval processes
  • Regular communication with regulatory bodies and auditors
Compliance and regulatory standards
  • Knowledge of ISO standards (e.g., ISO 9001, ISO 27001)
  • Compliance with industry-specific regulations (e.g., FDA, OSHA)
  • Audit readiness and document traceability
  • Ensuring document compliance with regulatory requirements
  • Collaborating with internal and external auditors to validate document control processes and regulatory compliance
Quality control and auditing
  • Internal document audits and inspections
  • Corrective and preventive actions (CAPA) management for document issues
  • Ensuring accuracy and consistency of controlled documents
  • Monitoring and improving document control processes
  • Continuous improvement in document control knowledge

Benefits Copied

Using a document control skills matrix template can benefit your teams in various ways. Among them:

  • Customized training paths. Develop targeted training for employees that allows them to master Document Management Systems (DMS), version control, and metadata standards.
  • Regulatory compliance. Ensure that your employees hold ISO 9001 Lead Auditor and ASQ CMQ/OE certifications, so you can meet stringent quality and compliance standards.
  • Strategic resource allocation. Assign Lean Six Sigma Green Belt and PMP-certified staff to optimize workflows, manage change, and drive continuous improvement in document control.

 

Download the free Excel Document control skills matrix template Copied

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Frequently asked question Copied

  • What are the benefits of using a document control skills matrix?

  • Is this document control skills matrix free to download?

  • How do I use a document control skills matrix?

  • What if I want to take my skills management to the next level?

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Revisions Copied

Original version | June 15, 2023

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