Digital Introduction |
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 Introduction |
 Foundation |
 Document |
 Case M. |
 Search |
 Holistic |
6.1 Intuitive Navigation in AM System |
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In this guide, we aim to enhance your understanding of how Cases and Documents come together to form a unified platform, the foundation of your management system!
Documents and Cases are both highly effective and capable modules on their own; however, when combined, they create an even more powerful and intuitive platform. We often say that 1+1 equals 3.
In this guide, we will explain and demonstrate how case management, which can be conveniently accessed and clicked directly within your documents, establishes the best conditions for everyone in your organization to understand and contribute. Documents and Cases should not be treated as separate components of your management system, as they are inherently interconnected in practice! Therefore, we bring them together into a SINGLE platform where governing documents outline how you want to operate, and Cases guide and inform you as you carry out your intended actions. We refer to this as customized navigation, which fosters an inclusive and intuitive management system.👌
Moreover, we recognize that not everyone in your organization has the same needs within the management system; they wish to engage with it based on their roles and responsibilities. Wouldn't it be ideal to have different homepages tailored to specific roles or functions? We believe so. That’s why there is an option to customize homepages per profile, which we will elaborate on further in this guide.
Linking Objects in Layout Documents
The purpose of layout documents is to create a clickable navigation experience through intuitive objects that can be linked to both the Documents and Cases modules. You have the option to register new cases, locate specific documents or groups of documents, or summarize statistics from selected case forms. The AM System aims to empower you and your organization to easily find exactly what you need at any given moment, minimizing, or ideally eliminating, the need to search for documents or ways to work. Maximized value - minimized hassle!
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Customize Your Homepage
Different profiles and roles within your organization likely interact with various aspects of your management system and may prefer to start from different sections. A customized homepage increases the likelihood that each team member understands their part in the overall framework and is motivated to contribute effectively in their area of responsibility.
The AM System allows you to tailor homepages based on the specific needs and priorities of different profiles and roles in their daily tasks, thereby maximizing the value for everyone in your management system! We refer to this as intuitive navigation.
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Last updated: 1 April, 2025