Hyland Certifications

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Workflow Best Practice Report

A Workflow Best Practice Report is a collection of your organization’s best practices for implementing and maintaining a successful OnBase Workflow solution. A Workflow Best Practice Report identifies the processes that have made your Workflow solution successful. Documenting this information ensures that your future Workflow enhancements and solutions are designed, implemented, and maintained using a consistent standard of quality.

Completing an WBP

Step 1:

Download your WBP Report.

Step 2:

Complete your WBP Report.

Step 3:

Send your WBP Report here.

Please Note: Reports will be reviewed by the Training.Hyland.com team, and you will be notified within 10 business days of its status and your next steps.


Absolutely! One of the benefits of creating this document is that you will have this information available at your fingertips for any future enhancements or expansions of your OnBase Workflow solution.
Any member of your team who administers or maintains your OnBase Workflow solution should have access to the report.
We share your report with Technical Support for diagnostic and troubleshooting purposes. We value your security and will not share your information outside of Hyland Software.
Completing the report is meant to be a collaborative process; any member of your team who works with your OnBase Workflow solution should contribute to the report. However, each team member must submit his/her own copy of the report for certification purposes.
If you have any further questions, send us an e-mail at training@hyland.com.