Document Management System (DMS) solution is offered with standard out-of-the-Box (OOTB) offerings to cover most of the business use cases in the life cycle of a document.
The following list summarizes the out-of-the-box (OOTB) features for specific use cases that are catered in DMS:
| Use Case | Standard OOTB Offerings | Personalization Options |
|---|---|---|
| Supplier Onboarding | • 'Onboarding' process flow between suppliers and approvers • Collaborate for High Quality – more stringent review, for document validation and submission • Supplier Management – access to only their own records, only supplier attributes and document |
• Display names for steps in the process flow • Map participating roles to steps • Selection of attributes to be mandated in each step • Email Notification Subject and Body content |
| Plant Onboarding | • 'Onboarding' process flow between plants and approvers • Collaborate for High Quality – more stringent review is enforced for document validation and submission • Plant Management – access to only their own records, only plant attributes and documents |
• Display names for steps in the process flow • Map participating roles to steps • Selection of attributes to be mandated in each step • Email Notification Subject and Body content |
| Digital Asset Management | • 'Asset Onboarding' process flow to validate documents before they are approved • Auto-linking of documents to Supplier based on consistent document naming pattern • Asset types: Documents |
• Quality criteria for validation of Document • Email Notification Subject and Body content |
| Data Management | • Lifecycle management – what is the current state of any document? • Auto document type mapping and validation with Supplier Org/Industry |
• Display names for steps in the process flow • Map participating roles to steps, where different • Selection of attributes to be mandated in each step • Reference table to define mapping of Supplier to document types • Reference table to define document types • Reference table to define mapping of Plant to document types • Reference table to define document expiry notification rule |
| Data Model | • Entity types: Supplier, Plant, Document, Contact • Relationships: Plants, Documents, Contacts • Attributes: Default set of global attributes for each entity type • Contexts: Not Applicable • Reference Data Management (pre-loaded with standard Reference Model) |
• Disable specific entity types such as Plant, contact if not applicable • Change the display name for Entity types • Change the display name for Relationship types • Update attributes (delete/add); except required by Expiry Notification app • Update Reference tables except required by Expiry Notification app |
| Integration Profiles | All OOTB channel and formats | Format and End point configuration for integration channels |
| UI Configuration | All OOTB Base configurations | All User Persona based configuration |
| Reporting / Visualizations | Access to all OOTB Visualization Reports. Note: Mange Reports and Report Designer features are not available. |