Getting Started configuring & customizing your system

Aam Digital is very flexible and you can customize the structures and views to exactly fit your project's needs. This article gives a general overview of the steps to customize your system - both the "technical" tasks and the processes we recommend for your internal planning and change management.

Steps of a typical setup process

1. Get initial access to your Aam Digital system

2. Configure basic data structures and interface

3. Test this "prototype" with a small group of your team

4. Refine the configuration

5. Import existing data (if needed) [see Importing data]

6. Introduce your team to the new system [see User Training]

7. Start day-to-day use officially; Make further reviews and adjustments

Configuring a custom system

1. Define the primary "entity types" that you manage in your system

   1. e.g. Students and Schools; or Patients, Health Workers and Clinics

   2. "entity types" are the different kinds of records you keep data on. You can view these as lists or in a detailed profile view for one selected record

2. Define the "secondary" entity types, the data that you want to record related to your primary entities above

   1. e.g. Notes, Exam Results and School Attendance; or Vaccination Details and Health Camp Events

   2. Technically, these entity types work the same like your primary entities. However, it can be helpful to think of these two categories of records you manage when designing a new system.

3. Add relevant form fields to entity types

   1. e.g. name, date of birth and address fields for your Student profile

   2. Detailed guide to using the Form Builder: Adding a new field to a profile form

4. Add relationships between entity types

   1. e.g. Showing a list of the Notes related to a Student in that student's profile view

   2. TODO: EXPLANATION

   3. (not supported in Admin UI yet - please set this up with the technical support team)

5. Test & Improve