Training packages
Here, you will lay the foundation for successful document management, process mapping, and implementation. We will dive deep into functions, teach you how to design processes, and create intuitive navigation. You will also gain an understanding of the overall structure of a management system within AM System’s platform.
Learn how to work in a structured and efficient way with document management and process mapping in AM System. We will guide you through setting up and working with document control and process mapping. We dive deep into functions, teach you how to design processes, and create intuitive navigation, ensuring you have full control over your governing documents and processes. You will also gain an understanding of the overall structure of a management system within AM System’s platform.
The training is divided into different sessions, each lasting 2 hours. The total duration may vary, and the pace is determined by the customer. All sessions are conducted digitally, and you will work in your own AM System environment.
Education and training
Before the first session, we ask that you share your organizational chart (including company structure and departments) with us. We also want to understand your current folder structure for governing documents.
Create a shared understanding of the business organisation to be able to set the right prerequisites in the system in terms of different user rights (Profiles) and basic document control.
Understand AM System’s document control based on possibilities for category settings and basic settings within the Document module which will give insight into how your own site should be configured.
Review of homework and possible queries.
Guidance in category settings.
Guidance in the Document module’s basic settings.
Start creating your navigation tree.
Continue configuring the basic settings.
Begin the category tree and create category settings for one or a couple of categories.
Identify a relevant process to proceed from in the ongoing training steps.
Learn about the functionality in Layout Documents (process maps) that form the foundation for creating a visual management system. Exercise in sketching and standardize a process.
Review of homework and possible queries.
Inspiration and discussion about how you want your management system to be visualized with processes and customized navigation.
Training in the basics of Layout Document and its functionality.
Create an initial template for process mapping.
Decide and create the desired template for process mapping.
Use the template to start drafting the chosen process.
Identify which controlling documentation is needed for the selected process. Which exists, which is no longer relevant, and which is missing?
We want to encourage curiosity and testing in this creative tool.
Learn the basics of creating governing text documents and collaborating around them.
Review of homework and possible queries.
Basics of creating text documents, sharing/collaborating/reviewing, and publishing.
How to create and publish templates.
Link from layout documents (process maps).
My documents.
Continue creating and collaborating around documentation related to the selected process. Both existing and new.
Publish it (ensure it works as intended based on category settings).
Link relevant documents to the process flow created in step 3.
We ensure that you understand and use the Document module’s functionality and potential. And that it feels logical in your work.
Reflect on the deeper knowledge discussed and possibly implement the adjustments or added functionality discussed during this session.
Consider which data from relevant case forms you would easily want an overview of. Possibility for a dashboard.
FOR THOSE WHO ALSO HAVE CASE MANAGEMENT
Enhanced understanding for customized navigation and understanding possibilities and limitations in printing out cases.