We addressed this challenge by implementing Audit Manager, enhanced with the Document Management module. The application was customized to meet the client’s specific needs, enabling a complete management of business procedures: from creation to validation (with or without a digital signature), to archiving.
Let’s now explore the key features.
Centralized archiving:
The Document Management area is the core of the system, housing crucial documents such as business procedures, operational processes, manuals, forms, the Organizational Model, and the Code of Ethics.
Role and permission management:
The application supports multiple access levels based on roles, ensuring that only authorized individuals can view, modify, share, and approve specific documents before they are made available for general use.
Optimized flow for document upload, modification, and approval:
Our platform intuitively simplifies the flow of document upload, modification, and approval, creating a highly collaborative environment.
Thanks to the flexibility of sharing and modifying documents directly from consolidated repositories like Google Docs or SharePoint, authorized team members can access and collaborate on essential files directly and effortlessly.
Automatic notifications:
The system sends automatic email notifications when new documents are ready for review, when changes are made, when approval is required, or when new procedures are introduced.
This ensures timely and complete adoption of critical information, making sure that no detail escapes the team’s attention and contributing to the success of each phase of the process.
Secure remote access:
Authorized users can access the platform from any location, ensuring the ability to consult company documents even off-site.
Usage training:
Audit Manager provides training sessions, including user manuals and video tutorials, to ensure a smooth transition and optimal use of the platform by each user.