Digital Introduction |
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 Introduction |
 Fundamentals |
 Document |
 Case M. |
 Search |
 Holistic |
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4.1 An Introduction to Case Management |
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This guide is designed to provide you with a fundamental understanding of why and when to use the Case Management module within your site, as well as its essential settings.
A case management system standardizes your various workflows and tasks, making it easier for everyone involved, regardless of their role or function within the organization, to "do the right thing." It aids in establishing effective governance over different workflows and activities, guiding employees on what needs to be done, by whom, and when.
With the Case Management module, tracking status and results becomes straightforward and efficient, allowing you to achieve operational effectiveness and identify areas for improvement.
What and Why
The Case Management module is a natural complement to the Document module within the AM System. While the Document module illustrates how various processes are governed within the organization and creates guiding documentation, the Case Management module is designed to help you effectively execute and follow up on different activities in a controlled manner.
In the Case Management module, you can easily create workflows for various activities using a simple drag-and-drop interface to add information fields. This ensures that the right data is captured at every step, allowing subsequent actions to begin with sufficient and accurate information. It is designed to facilitate user collaboration by making it easy for one user to provide the next user with the necessary information. Additionally, you can easily assign responsibilities and deadlines, with the system notifying relevant employees of specific situations, known as triggers, throughout the case's progression.
The data recorded serves as the foundation for execution and is essential for straightforward and effective follow-up. All cases and their associated data can be easily searched, shared, and exported, enabling you to present an accurate and up-to-date status report whenever needed. A search result can provide a clear overview of the status in the area of interest. Utilizing Layout Documents, these searches can be conducted effortlessly through follow-up pages, where different objects provide information within a specific area of the Case Management.
The Case Management module is your system's component for executing tasks that may currently be completed through forms and checklists. Now, this process becomes digitized, standardized, and simplified!
The Case Management module is utilized across various domains by our clients, including incident management, different types of audits, additional controls, risk assessments, onboarding checklists, and stakeholder analyses within management processes.
In summary, the Case Management module is a powerful component of the AM Systems platform, facilitating the development, execution, and monitoring of your organization's operations.
Settings
In the Case Management module, the Settings section establishes the framework for your work. Here, you will find the global settings that govern the efficient creation and easy review of all your forms. By consolidating these settings in one location, the administration of your forms becomes streamlined and manageable.
Review the articles below in this guide to gain foundational knowledge about the basic settings of the Case Management module and how to effectively work with them.
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Last updated: 1 April, 2025