A first step to success
To get you off to a good start in AM System, we offer Introduction - Plattorm, a compressed introduction that gives you the most basic support to get started. Unlike our comprehensive Onboarding, this approach requires a greater personal commitment, but gives you a clear direction and basic understanding to take the work further towards an effective and digital management system.
In order for you to quickly get started with AM System as a platform for your management system, we offer an introduction in five clear steps. The approach is concentrated and gives you a basic understanding of the platform's possibilities. You will be supported in taking the first steps in the various parts of the system - then you will continue the work yourself based on your needs and priorities.
Induction platform
Our Customer Success team has extensive experience of both manufacturing industry and how AM System is best used to support management. With their support, you get a safe and effective start.
Create a common understanding of the organization of the business, in order to create the right conditions. This in the form of users' different rights in the system (Profiles) and basic document control.
Understand AM System's document management based on the possibilities for category settings and basic settings in the Document module. Provide insight into how your own site should be set up. Folders, category settings and basic settings for documents.
Learn the functionality of layout documents, which is the basis of creating a visual management system. Learn the basics of creating guiding text documents and collaborating on them.
Basics of creating text documents, sharing/collaborating/reviewing and publishing
How to create and publish templates
Public documents
Linking from layout documents
My documents
Review of the prioritized flow and understanding the basic settings in case management. Start creating the prioritized flow.
Review of profile settings for Cases
Introduction to the basic settings of the Case
Starting the creation of the form
Finalize activated profiles, their users and any groups in the form
Deeper understanding of systematization & automation. Search and collaborate on your data. And connect to layout documents for an intuitive user experience.
Creating, saving and sharing smart search queries through the Query builder
Export of data
Categorize forms
The statistics function
The web shop for case management
Create link to layout document/process mapping
Finalizing and fine-tuning
My cases
List presentation
Desired addons
Finalize the link of the form to the layout document/process
Create search queries for the data you want to get out of the process
Create the desired categories