The big benefit of a fully featured case management software is that the system can help you automate some processes and ensure consistent documentation. We are building the Aam Digital platform more and more into this direction. You can now define special relationships between records so that changes to one record can trigger automated updates to the other records details.
For example, a participant’s “status” field may have to be updated when the activity they are participating in is marked as completed.
Let’s assume multiple students and teachers are part of a coaching class. You want to track each student’s status based on the status of the class (whether it is only planned, ongoing, or already finished). Updating the status of each student individually can be time-consuming and cumbersome. However, with this feature, you can automate the status update for all students in the class simultaneously. While updating the status for the entire class, you will also have the option to manually change the status of specific students if needed.
Read more about this in the Aam Digital Support Center: Automated updates to a field based on the linked entity