Onbase quick reference guide unity client retrieval for onbase 11. Learn about hyland onbase document management and workflow automation software, designed to eliminate data entry and streamline processes. Onbase offers training via documentation, live online, webinars, and in person sessions. Apply to administrator, solutions engineer, technical consultant and more. Onbase introduction to workflow training verona wi naviant. Manually routing data and documents in and out of your organisation is not just. With onbase workflow, organizations significantly decrease document processing time, increase staff productivity and improve input, storage and retrieval. Supporting material transcripts, essays and so forth in electronic form would follow along and be easily retrievable, freeing the staffer from the lowvalue task of hunting for the loose paper documentation. Leveraging industry leading onbase by hyland information management platform functionality, onbase mackinac is a workflow and business process management solution that enables payer and provider. Onbase workflow is an automation engine and electronic routing system that enables organizations to process work faster and more efficiently. Onbase centralizes your important business content in one secure. Onbase case management software solutions empower workers to effectively manage cases, make better decisions and handle highvalue exceptions. Unless youre brand new to onbase workflow and maybe even then, youre probably using config to create and modify your life cycles.
Learn how onbase insurance software solutions can streamline document management and daily processes such as managing quotes, policy forms, claims and more. Onbase is software program that enables the import, store and retrieval of electronic content documents based on keyword document metadata indexing. Onbase, hylands flagship product, is a single enterprise information platform designed to manage your content, processes and cases. The naviant summit is designed to help you continue to improve the effectiveness and efficiency of your organization and connect with other onbase users. Onbase centralizes your important business content in one secure location, and then delivers relevant information to you when you need it, wherever you are. Once a lifecycle is created, they would then create an approval process within studio. If a user cannot locate a document, it could be that the document was never. Business process management software onbase by hyland. Expedite property and casualty claims processing with insurance claims software. Manually routing data and documents in and out of your organization is not just expensive its risky.
Onbase workflow software capture, store, manage documents. For each shortcut, press all keys at the same time. By the end of this course, not only will you be comfortable using terms like queue, life cycle, notification, rule, and action, youll also be able to. The current term, content services, is a broad term describing the. The onbase workflow software solution is quickly and easily configured to meet rapidly changing business conditions so you get a competitive advantage and better meet the needs of those who rely. Onbase delivers greater efficiency and productivity through business process automation with a robust workflow engine. Onbase quick reference guide information technology. This is the same formal course hyland software offers in cleveland, oh for becoming a certified onbase workflow administrator ocwa. Onbase was great, onbase 17 not so much cons we upgraded from onbase to onbase 17 and let me tell you it is a. Onbase enterprise document and record management naviant.
The checklist update process takes advantage of that ability to. Enterprise cloudbased sharing key features sharebase by. Unity client keyboard shortcuts quick reference guide onbase 18 2018 hyland software, inc. Onbase workflow doesnt just capture, store and manage every document in your company, it improves company efficiency and provides valuable insights. Once theyre done with their work, the work task is automatically routed to the next worker. The 4 most important onbase best practices of all time. Onbase workflow software, solutions and outsourced services. Dynamic case management software solutions onbase by hyland. In onbase workflow, a document can live in multiple life cycles at the same time. White paper an introduction to onbase learn more about rpi consultants at. By the end of this course, not only will you be comfortable using terms like queue, life cycle, notification, rule, and action, youll also be able to create those items. Download file pdf onbase documentation onbase documentation. These are just a few of the words that onbase workflow customers used when asked to describe the awardwinning enterprise content management software in a single word. If so, you know theres a lot to do and see at the shownot to mention networking with onbase professionals from around the.
Employees are spending too much time doing lowvalue tasks searching for documents, waiting for or manually transferring. Supporting material transcripts, essays and so forth in electronic form would follow along and be easily retrievable, freeing the staffer from the lowvalue task. Onbases workflow software automates the management of routine business processes using customizable, realtime notifications to improve workflow. Onbase bpm tools business process management bpm tools optimise business processes with automated workflows and provides instant visibility to monitor your businesss overall health. In this twoday event, you can expect to hear customer case studies, attend breakout sessions on specific topics, participate in industry roundtable discussions, and engage in handson onbase. Onbase user guide california state university, northridge. Apply to architect, solutions engineer, technical consultant and more. Hyland software bridges online, offline worlds with release of onbase 9. A rich set of pointandclick configurable rules and actions allows business processes to be quickly automated with no need for custom programming. Onbase workflow intelligently incorporates important documents and content into the flow of your business so it is always directed to the right. Introduction, is a course which will walk you step by step, through the process of building your first workflow life cycle using onbase studio.
A rich set of pointandclick configurable rules and actions allows business. Documentation of the function of a workflow where documents come from, how they are processed, where they go can prevent processing and logical loops. The onbase system admins would still log into studio and create a lifecycle in the workflow. Onbase one platform workflow management tool workflow. Onbase accelerates document approval processes by allowing business users to configure rules to evaluate documents and dynamically assign approvers. Enterprise cloudbased sharing key features sharebase by hyland gives you the functionality you need, while ensuring your organization retains control of the shared information. Onbase, enterprise records management system, has the necessary tools to ensure that all of your companys records management and retention policies are followed. The insurance claims management software provides access to documents and information surrounding a claim, providing. Onbase is a cloudbased content services platform that can help your organization maximize its efficiency. The course will be led by a hyland professional trainer. Well, theres a new tool in town, onbase studio formerly workflow.
Onbase software a cloudbased enterprise information. Onbase workflow is an electronic document routing system that enables users to process work more efficiently, faster, and more accurately than with traditional paper processing. View case studies, solution sheets, white papers, videos and more. Learn how the form generates a case manager record and leverages workflow for acquiring approvals and collecting data for reporting needs. The onbase workflow software solution is quickly and easily configured to. Onbase was great, onbase 17 not so much onbase was great, onbase 17 not so much cons. Onbase workflow is an electronic document routing system that enables users to process work more efficiently, faster, and more accurately than with traditional. Apply to developer, architect, administrator and more. Implementation best practices onbase best practices for workflow implementation investigates the hyland software professional services group methodology specific. Univ it onbase frequently asked questions university it.