Document Control and Record Keeping

At the end of this session, using your notes and ISO/IEC 17025:2017 or NIST HB 143, you will be able to:

• LIST 3 properties of management system documents that must be controlled;
• IDENTIFY at least 5 types of laboratory documents that must be controlled;
• DEFINE the purpose of a Master List;
• IDENTIFY the 5 phases of the document control process;
• RECOGNIZE methods that are used to document revisions;
• EXPLAIN the relationship between documents and records; and
• IDENTIFY the types of typical laboratory records that must be maintained.

Laboratory personnel who have responsibilities for developing, implementing, and/or improving the quality management system in their laboratory as well as those who are seeking OWM recognition and/or accreditation or improvements to support recognition/accreditation. This webinar is also useful for administrative or management staff who help define the lab procedures or ensure items are filed/located appropriately for the laboratory. The concepts covered in the class are especially useful for other program applications, but the focus and activities are on laboratory procedures and applications. This course is available for non weights and measures participants.

• Read ISO/IEC 17025:2017 Sections 7.5 (Technical Records), 7.11 (Control of Data and Information Management), 8.3 (Control of Management System Documents), and 8.4 (Control of Records).
• Write a short paragraph describing one challenge or difficulty you (or your laboratory) face with document and record control. Record the amount of time (in minutes) it takes you to complete the pre-work assignment and submit the time when you email the assignment.

The current registration fee for webinars is $350 and confirmed participants will be sent payment instructions. Registration fees for State weights and measures metrologists are funded by NIST OWM.

• Identify a Scheduled Class – Review the OWM Training and Events calendar to identify a scheduled class for this course.
• Request a Scheduled Class – After creating an OWM Contacts System account, request a class in the OWM Contacts System or login to your existing account. View the videos below for detailed instructions.
• Request an Unscheduled Course – To indicate your interest in an unscheduled course, visit the OWM Contacts System Menu to review “Courses,” select the Course title, and submit your interest. Unscheduled course requests are periodically reviewed by the instructor. Classes for a course may be scheduled based on the level of participant interest. OWM schedules classes when the minimum number of orders are received.
• For additional information, please see the Training FAQs or OWM Contacts System Help, or email your questions to owm [at] nist.gov (owm[at]nist[dot]gov).

Microsoft Teams requirements:

• Computer. At least a 1.1 GHz, two-core processor, 4GB of RAM, and 3GB of hard drive space for basic use. For a better experience, especially with video, a more powerful processor like a 4-core model is recommended.
• Software and Operating System. The operating system must be a supported version of Windows, macOS, or Linux, or a mobile OS like Android or iOS.
• Windows: Windows 11, Windows 10 (excluding LTSC), Windows 10 on ARM, Windows 8.1, Windows Server 2019, Windows Server 2016, and Windows Server 2012 R2.
• macOS: Check the specific requirements for the version of macOS you are using.
• Linux: Teams for Linux is available as a progressive web app (PWA) and works on supported desktop environments like GNOME or KDE.
• Mobile: Supported on the last four major versions of Android and the last two major versions of iOS.
• Internet Network (Bandwidth): A fast internet connection is recommended for video calls and screen sharing. Microsoft recommends a minimum of 10 mbps up/down per Teams Room. Teams prioritizes audio over video quality.
• Display. Minimum 1024x768 resolution.
• Video camera. USB 2.0.
• Speakers.
• Microphone.