Document management

The Document Management app helps and storing all necessary document. It involves storing documents based on different document types, which are available for different type off access levels (easily to configure). In addition, it's possible to easily create and share new documents based on predefined templates. The aim of task guides is to guide a user through a process step by step.

This task guide contains the setup in chapter 5 and the processes in chapter 6.

The App is divided in three main user roles with their own access. This can be seen from the navigation menu. Access to these three parts are based on the authorization setup:

Figure 1: Different app access

The different user roles and goal in the application are:

User Role	Brief Description
DMS employee	An Employee can view and download his own personal documents.
DMS manager	A Manager can view and/or edit his/her teams’ documents. In addition, the manager can create new documents based on pre-defined templates. The DMS manager can also be used by HR Staff to create documents and see the documents of all workers.
DMS admin	Admin users are responsible for the setup and maintenance of the web app. This includes: Setting up the connection with the source; Maintaining the authorization; Maintaining Categories and category groups to manage the different types of access levels Updating and changing menus to make sure the application is as user friendly as possible;

Business Process Flow

This chapter lists the related business process flows.

Type/Role	Brief Description	Relevant chapter
DMS Admin	Connection setup	5.1.1
DMS Admin	Categories setup	5.1.2
DMS Admin	Category group setup	5.1.3
DMS Admin	Document templates setup	5.1.4
DMS Admin	Menus management	5.1.5
DMS Employee	Add a new document, My Documents and Expired Documents	6.1
DMS Manager	View team and expired documents	6.2
DMS Manager	Create document based on a template	6.2.3
DMS Admin	Delete documents	6.3
DMS Admin	Bulk upload documents	6.4