DMS - High-Level Overview

The DMS, Document Management System works like a Google search for all of the documentation that is generated/collected in relation to the organisation's projects/operations. To simplify the management of this, we have three main components to the categorisation of a document.

• Objects.

• Document Structures.

• Document Types

Objects

Objects are those things that have documentation associated/attached to them. To effectively manage the ‘filing’ of those documents, we create a Document Structure.

An Object is associated with an Object Type. Object types are predefined, and you can choose from;

• Contacts - Councils.

• Contacts - Staff.

• Contacts - Suppliers.

• Display Centre.

• Display Project/Home.

• Document Library.

• Estate.

• Estate Stage.

• House Series.

Document Structures

Document structures are created around a particular type of ‘thing’ (Object). It is similar to a traditional network or disk folder structure where files can be organised. Below is an example of a document structure for a project;

You can define permissions on what roles are required to be able to access the Document Structure. In addition to the standard platform roles, you can create your own roles;

 

Document Types

Document Types are the definition of specific documents that are to be captured and managed within a document structure.

A Document Type profiles all information about an expected document, from its name, where it will be stored, to the permissions around who can work with the document.