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Configuration Control vs. Document Control – Managing Design Changes Across Modern Quality Systems

Learn why Configuration Architecture — not Document Control — defines the modern Quality System, and how treating relationships as first-class objects strengthens traceability, change control, and inspection readiness.

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1.5 hoursMonday, August 31, 2026
José Mora

Instructor

José Mora

Medical Device Quality Systems & Configuration Management Consultant

What You'll Learn

Distinguish Configuration Control from Document Control and recognize Configuration Control as an activity within a broader Configuration Architecture
Explain the evolution from Paper Documents and Electronic Documents to Connected Information, Configuration Architecture, and Generated Document Views
Apply Configuration-First Quality System thinking using the Single Source of Truth as the organizing principle
Determine whether a controlled object belongs within the Single Source of Truth or is a generated representation of information maintained there
Identify the objects and relationships that define a product, process, configuration state, and body of regulatory evidence
Recognize how copied information creates synchronization problems and how Lean Documents and Lean Configuration reduce that risk
Understand documents as user interfaces into the approved configuration rather than independent bodies of truth
Improve change impact assessment by following affected configuration objects and relationships rather than searching document-by-document
Strengthen Design Controls, Risk Management, Verification, Validation, Supplier Control, and Manufacturing integration
Understand how Configuration Architecture enables PLM, MES, ERP, Digital Thread, Digital Twin, Model-Based Engineering, and AI-enabled Quality Systems
Improve inspection readiness by demonstrating coherent configuration states, relationships, and objective evidence

About This Event

This is not a webinar about document control. It is a webinar about Configuration Architecture and the architecture of a modern Quality System. Traditional systems often treat requirements, risks, risk controls, design outputs, software, hardware, manufacturing processes, suppliers, verification, validation, regulatory evidence, training, equipment, tools, locations, and documents as separate categories. The real product, however, is defined by the relationships among those elements. Those relationships must be treated as first-class objects. They show which requirement is implemented by which design output, which risk is addressed by which control, which software version operates with which hardware configuration, which supplier provides which component, which process produces which output, and which verification or validation evidence supports an approved configuration state. A document may present those relationships, but the document is not the architecture. A traceability matrix may display relationships, but traceability is evidence of relationship integrity; it is not the architecture itself. The webinar challenges several common assumptions: that Quality Systems are primarily document systems, that Document Control equals Configuration Control, that traceability is the objective, that more documents improve compliance, that Configuration Management is only for aerospace, that PLM is only an engineering tool, that documents define the product, and that digitizing documents solves the information problem. The distinction is fundamental: Configuration Control is an activity. Configuration Architecture is the structure that makes control possible. Configuration Architecture establishes the objects, relationships, references, states, and evidence required to understand what a product is, how it is made, how it is verified and validated, how it is supplied, and how it remains compliant throughout its life cycle. Under this model, documents are not merely outputs. They are user interfaces into the approved configuration — Manufacturing sees Work Instructions, Quality sees procedures and quality records, Regulatory sees regulatory evidence and design history information, Production sees production records, Purchasing sees supplier and purchasing information, Service sees service information, and AI consumes structured objects, relationships, states, and evidence. These are different views into the same approved configuration — not independent bodies of truth. The practical Lean Documents principle is direct: information should never travel. References travel. Information remains in the Single Source of Truth. Every copied piece of information creates another synchronization problem. Every disconnected relationship creates uncertainty about impact, status, and evidence. When a change is made, the question is not merely "Which documents must be revised?" The more important question is "Which configuration objects and relationships are affected?" That shift improves change impact assessment, reduces document synchronization effort, strengthens Design Controls, and makes regulatory evidence more coherent. A Configuration-First Quality System provides a common enabling architecture for Design Controls, Risk Management, Verification, Validation, Supplier Control, Manufacturing, PLM, MES, ERP, Digital Thread, Digital Twin, Artificial Intelligence, and Inspection Readiness. These depend on the same foundation: reliable approved configuration information and intact relationships. Configuration integrity is the objective. Traceability is one of the outcomes. KEY TAKEAWAY: A modern Quality System should control the configuration first and generate the documents second. The product exists independently of its documentation. Configuration defines the product. Documents are generated views and user interfaces into the approved configuration. Traceability demonstrates that relationships are intact, but it is not a substitute for the architecture that creates and maintains those relationships. Code: MD1383

Curriculum

Introduction — The Question Every Quality System Must Answer: What Is the Approved Product?
10 min
From Paper to Configuration Architecture: Paper, Electronic Documents, Connected Information, and Generated Views
12 min
Why Document-Centric Systems Break Down: Duplication, Synchronization Risk, and Fragmented Evidence
10 min
Configuration vs. Document Control: Output Management vs. Approved Configuration Change
10 min

Requirements

  • Quality Assurance, Regulatory Affairs, Design/Development, Systems/Software, and Manufacturing Engineering professionals
  • Applicable to Configuration/Change Management, Document/Records Management, Risk Management, Verification/Validation, and Supplier Quality roles
  • Relevant to PLM, MES, ERP, and Digital Transformation teams, and executive leaders responsible for Quality System effectiveness

Who Should Attend

The primary audience includes managers, engineers, auditors, consultants, and technical professionals who need to understand how configuration decisions affect product quality, regulatory evidence, manufacturing execution, and change control. The webinar is particularly relevant to professionals who manage large document sets, investigate inconsistencies, conduct change assessments, support inspections, or evaluate digital Quality System investments. It is also designed for leaders who need a coherent foundation for PLM, Digital Thread, Digital Twin, connected manufacturing, Model-Based Engineering, and AI-enabled Quality Systems — including Quality Assurance and Quality Engineering, Regulatory Affairs, Design and Development Engineering, Systems and Software Engineering, Manufacturing and Process Engineering, Configuration and Change Management, Document and Records Management, Risk Management, Verification and Validation, Supplier Quality, Operations and Technical Training, PLM/MES/ERP and Digital Transformation teams, and executive leaders responsible for Quality System effectiveness.

Areas Covered

Introduction – The question every Quality System must answer: What is the approved product?
From Paper to Configuration Architecture – Paper Documents, Electronic Documents, Connected Information, Configuration Architecture, and Generated Document Views
Why Document-Centric Systems Break Down – Duplication, synchronization risk, fragmented evidence, and false confidence
Configuration vs. Document Control – Document Control as an output management activity; Configuration Control as control of approved configuration change
Configuration Architecture – The structure that makes configuration control possible
The Single Source of Truth – The organizing principle for controlled objects, generated representations, relationships, states, and evidence
Relationships as First-Class Objects – Requirements, risks, controls, design outputs, software, hardware, processes, suppliers, evidence, training, equipment, tools, locations, and documents
Generated Document Views and User Interfaces – Procedures, specifications, forms, records, reports, DHF, DMR, DHR, Risk Files, Validation Reports, Training Records, and Work Instructions
Information Travel – Why copied information creates synchronization problems and why references should travel instead
Managing Engineering Change – Evaluating impact across configuration objects, relationships, and configuration states
Configuration Integrity – Maintaining accurate approved configuration and relationship integrity
The Common Enabling Architecture – Design Controls, Risk Management, Verification, Validation, Supplier Control, Manufacturing, PLM, MES, and ERP
Digital Thread and Digital Twin – Connecting controlled product and process information across the life cycle
Model-Based Engineering and AI-Enabled Quality Systems – Establishing reliable information and relationships before applying advanced technologies
Practical Medical Device Examples – Applying Configuration-First thinking to design changes, manufacturing changes, software, risk controls, validation, and regulatory evidence
Inspection Readiness – Demonstrating what the product is, which configuration was approved, and how the evidence is related

Meet Your Instructor

José Mora

José Mora

Medical Device Quality Systems & Configuration Management Consultant

José Ignacio Mora is a Principal Consultant specializing in Manufacturing Engineering, Quality Systems, Design Controls, and Configuration Management within the medical device industry. For more than three decades he has worked across product development, manufacturing, quality systems, process validation, supplier management, technology transfer, and regulatory compliance. His experience includes leadership positions at Boston Scientific, Stryker Orthopedics, Cordis Corporation, and multiple start-up medical device organizations. José is the creator of the Lean Documents and Lean Configuration methodology, a relationship-centric approach to managing quality system information. His work focuses on improving traceability, reducing information fragmentation, strengthening inspection readiness, and creating more effective connections between requirements, risks, verification activities, validation activities, and released product configurations. Drawing from practical experience in design controls, process validation, manufacturing systems, quality systems remediation, and organizational transformation, José provides a unique perspective on how organizations can achieve compliance while simultaneously reducing complexity and improving operational effectiveness.

30+ Years Medical Device IndustryBoston Scientific & Stryker AlumnusLean Documents & Lean Configuration CreatorQMSR & Design Controls Expert
Quantity
1

Single: 1 Attendee

$240.00
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Certificate of completion

Event Details

Format

Live Webinar

Duration

1.5 hours

Certificate

Included

Date

Monday, August 31, 2026

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