Training packages
With this training package, you will learn to master all the functions of case management and see the value it can create for your business. You will create a case form from start to finish, dive deep into settings, and establish the foundation for a successful implementation.
Learn to work in a structured and efficient way with case management in AM System. We will guide you through creating a case form from start to finish and explore settings & features in depth. Everything is designed to set you up for a successful implementation. You will also gain a broader understanding of how case management integrates into a complete quality management system in AM System’s platform.
The training is divided into multiple sessions of 2 hours each. The total duration may vary depending on the customer’s pace. All sessions are conducted digitally, and you will work within your own AM System environment.
Education and training
Before the first session, we would like you to draw up your organizational chart (companies and departments) and create a list of the company's various functions and roles.
Gain a fundamental understanding of the Case management module and establish a shared comprehension of the business organisation, thereby setting the right prerequisites in the system in terms of different user rights (Profiles).
Understanding of the prioritised flow as well as understanding the basic settings in Cases.
Continue creating the prioritized flow.
Deeper understanding and finalization.
Deeper understanding of systematisation and automation.
Search and collaborate on the data from the case form.
FOR THOSE WHO ALSO HAVE DOCUMENT MANAGEMENT & PROCESS MAPPNG
You will gain a better understanding of an intuitive user experience using customized navigation (via layout documents). You will also see the possibilities and limitations of printing cases.