Introduction
This introduction is a condensed version of our more comprehensive training package and is aimed at those who want to get started quickly and are ready to take more responsibility for their work. You'll get the tools you need to create structure and lay the foundation for an effective and intuitive management system.
This introduction is aimed at those who want to get started quickly with document management and process mapping in AM System and who are prepared to continue the work themselves.
We give an overview of how to set up document management, draw processes and create a simple navigation structure in the system. You will gain a basic understanding of how documents and processes interact in a management system.
The introduction is conducted digitally and is shorter and more concentrated than our training package. It assumes that participants take active responsibility and are prepared to continue working on their own after the introduction.
The introduction is divided into three sessions of 2 hours each. The pace is determined by the customer and all sessions are done digitally and you work in your own AM System.
Education and training
For the first session, we want you to prepare to present your organization (companies and departments). We also want to understand your current folder structure for governing documents.
Create a common understanding of your business and organization. This is to be able to set the right conditions in the system in the form of users' different rights (profiles) and basic document control.
We show AM Systems document management based on the possibilities of category settings and basic settings in document management. This in turn provides insight into how to configure your own site's settings.
Guidance on category settings
Guidance on basic document management settings
Start creating your navigation tree
Continue configuring the basic settings
Start the category tree and create category settings for one or a few categories
Identify a relevant process to build on in the further training steps
We will demonstrate the functionality of Layout documents, which are the foundation of creating a visual management system, and go through the basics of creating governing text documents and collaborating on them.
Inspiration and discussion on how you want your management system to be visualized with processes and custom navigation
Training on the basics of Layout Document and its functionality
Create a first template for process mapping
Basics of creating text documents, sharing/collaborating/reviewing and publishing
How to create and publish templates
Linking from layout documents/processes
My documents
Decide and create the desired process mapping template
Then use the template to start mapping a selected process
Identify what governing documentation is needed for the selected process.
Create and collaborate on the documentation linked to the selected process, both existing and new
Publish documents and check that everything works as it should based on category settings
Link relevant documents to the outlined process