Creating and Controlling Instructional Documents

Are your company’s instructional documents easy to interpret and effective in explaining to your employees how things are to be done? Are you struggling with the concept of document control?

This course covers the characteristics of effective instructional documents and the process of document control. It provides tools to create instructional documents that direct employees in the correct completion of activities. It demystifies the document control process, showing how easy it is to ensure availability of the most current instructional documents and eliminating one of the highest sources of nonconformities identified during ISO-based management system audits.

Topics covered include:

  • Instructional documents
    • Determining the level of detail needed
    • What content needs to be included
    • Who should write them and who should approve them
    • Tailoring documentation to the primary users
    • Terminology, technical language and acronyms
  • Document control
    • Simplifying the mystery to show how easy it really is
    • What you need to control
    • Controlling hard copies on the plant floor
    • Use of stamps, “controlled” and “uncontrolled”
    • Explaining “reference” documents

During the second half of the day, participants will use an actual activity at their place of employment to create an outline and devise primary components of an instructional document.

Hours: 8

Learning Outcomes

  • Identify the function and importance of essential components and activities of document control, and the type of documents they apply to
  • Discuss how to comply with the document control requirements of the ISO Standards
  • Recognize the function and importance of primary components of an effective instructional document
  • Apply primary components to create or update an instructional document outline

Intended Audience

Anyone responsible for writing or controlling instructional documents, such as procedures, work instructions and standard operating procedures


Identification of one of the following to present during the class: an activity at your company that requires the creation of instructional documentation, or an existing document for an activity in need of improvement. For either scenario, be prepared by gathering information about:

  • The activity
  • The individual(s) expected to perform/complete it
  • The skill level of the least competent/least trained person likely to be doing it
  • Metrics to assess whether the activity is effective
  • Tools required to perform/complete it

Credential opportunities

  • Digital badge: Anyone who completes the course and submits a satisfactory written response to TCIE-generated questions earns a digital badge.
  • Continuing Education Units (CEUs): TCIE grants 0.6 CEUs upon full attendance and participation of this course.

Course Schedule

8 a.m. to 5 p.m.

October 28, 2020

UB Center for Tomorrow

Instructor Bio: Akshay Sivadas, QMSLA

As UB TCIE’s project engineer, Akshay Sivadas provides audits of, training in, and implementation of international Quality Management System (QMS) standards. He combines process-based QMS development and Lean thinking to improve process effectiveness and enterprise profitability. He is an ISO 9001 and QMS Exemplar Global Certified Lead Auditor. He leverages a B.S. in mechanical engineering background to provide expertise to manufacturing, automotive, aerospace and robotics industries, and also develops technical curriculum and workshops.

Safety precautions

Each learner will have their own table spaced at least 6 feet apart from the next. Lunch will be individually bagged and/or plated. Learners are expected to arrive wearing a face covering. Before arriving, they need to complete an online attestation that they have not experienced COVID-19 symptoms in the last 10 days, tested positive for SARS-CoV-2 in the past 10 days, had contact with a confirmed/suspected COVID-19 case in the past 14 days, or traveled to a place on New York's designated state list in the past 14 days.


Another session may be scheduled if there is enough demand. Contact Gary Simon at or 716.645.8837 if interested.