Example user roles
Author, process owner and authorised user.
OCTO · Ready solutions
Documents and Knowledge
Find the document you need without searching through folders. A ready solution template, adapted to your business.
How does it work for your business?
- Connect documents to projects and business records.
- Define categories and search fields for your needs.
- Organise information around the work it supports.
EVERYDAY USE
From a need to an everyday workflow.
We can adapt this example flow to your responsibilities and record structure.
- 01
Link a document to the relevant work or project.
- 02
Complete category and description fields.
- 03
Access it in context when needed.
Enlarge screen ↗Who does what?
Example responsibilities; access is configured during implementation.
Adapt it to your business.
- Categories, linked records and access fields.
Changes are assessed for their effect on data, permissions and existing records, then deployed after testing and user review.
Frequently asked questions
How do we define the scope?
Together, define users, sample records, screens and acceptance criteria. Existing features and custom work are distinguished in your proposal.
Can it work alongside our existing system?
We assess data transfer and connectivity against the technical capabilities of your existing system.
Where shall we start?
ERP, manufacturing, customer management or a process unique to your business. Tell us what you need and let’s find the right starting point.