Overview
- Details
- Category: Document management - Atest
- Published on 31 March 2011
- Hits: 477
Document management - Atest is a program solution that fully covers the management of documents and assists you in the whole business process, from entering the documents, to registering and archiving your entire electronic and paper version of documentation, in a database.
Companies, organizations, as well as individuals, who find it hard to cope with the amount and the flow of documents/information, need a quality system for document management. The system has to be perfectly safe and functional in all modules needed for a systematic documentation tracking.
Document management is an organized system which systematically processes, stores and manages documents and the data they contain, and then archives them in the end.
Document management includes creating, storing and searching documents or other files electronically, providing a safe access to those who have user rights, and enables you to connect with files or scanned copies of paper documents.
The application allows you to import and save data, to connect the documents you entered with partners and locations and to connect documents, in various formats, with a database and a digital archive. Through user log-ins, changes in the application are tracked, and a schedule allows you to have control over the workload of any employee and orders placed, as well as many other options.
Importing data
If the information about items, partners or other persons had been managed in another program, that is, in any electronic format, and if there is a possibility of exporting it, we offer the possibility of data import into the application to ease the transition to our application without having to input a vast amount of data twice.
Employees
You can enter all employees and connect them with a work order.
When assigning an employee to a specific document, you can choose a team leader and other employees who will be in charge of the project.
Schedule
A dynamic work environment often leads to oversights while planning a schedule.
The application will allow you to create and make orders or appointments, with reminders, so that the user will never forget an order or an appointment.
For more about the schedule, read here.
Work order
A work order contains data about the the work done and the services provided.
In the work order you can enter the work order date, the name of the partner, the location and transport, the type and the quantity of a service, as well as additional notes
For more about work orders, read here.
Active orders list
Active orders list is enabled. All work orders made and saved in the database are on the active orders list.
By selecting a work order from the active orders list, you can view objects or locations connected with that work order. You can open the work order, and make changes if necessary, or conclude it, after which it will not be on the active order list any more.
For more about work orders, read here.
Active delivery notes list
Apart from the active work orders list, we also created a module which gives you an overview of all delivery notes. On that list, the delivery notes are marked in different colors, depending on whether they are partially concluded, or not concluded at all.
When selecting a delivery note, you can view all added documents and service items, and you can file a record value for any item.
For more about delivery notes, read here.
Trial period for the application use
A trial version of the application can be requested on the contact page by clicking here.
Partners
Partners are business entities or natural persons soliciting a service.
The application allows you to keep all necessary records about your partners, and to connect locations with partners.
The data entered can be used as a business directory.
For more about partners, read here.
Documents
Documents represent the written record of completed work tasks, and are connected with a delivery note. A single delivery note can contain multiple documents, according to need.
A delivery note and the documents attached to it, represent a certificate.
For more about documents, read here.
Delivery notes
Delivery notes are file/document covers containing data about work ordered, with quantities and partner information.
Every delivery note has documents connected with it, with documents following the certification process.
For more about delivery notes, read here.
Certificate of training
The application allows you to create certificates of training for your partners, for each individual.
You can create a certificate of training for every person, keeping records of the theoretical and the practical parts of the examination, and recording the success rate for every question and for the whole exam.
For more about certificates of training, read here.
Objects (locations)
Every partner, as a natural person or a business entity, can have more objects, or locations. You can assign locations (objects) to every partner, and select them when creating a work order.
For more about objects (locations), read here.
Services
Services are recorded in a separate catalog, which can be selected when creating a work order.
You can add multiple services to every work order, to be performed for a selected partner.
For more about services, read here.