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Checklists for Process Control: OnBase 14-16

SECTION 1: Staff Members

01 Getting Started 4 m
02 Completing a Checklist 9 m
03 Checklist Action Buttons 8 m
04 Creating a Checklist On-Demand 3 m
05 Attaching Measurements or Documents to Tasks 9 m
06 Creating Filters 7 m
07 Creating a Printed Checklist 2 m
08 Completing a Checklist on a Mobile Device 6 m
09 Viewing Trends for Required Measurements 3 m
10 Performing QA Verification on Checklists 11 m
11 Controlled Collaboration for Document Editing & Approval 14 m

SECTION 2: Process Owners & Checklist Owners

12 Checklist Process Overview 15 m
13 Creating a Basic Template 12 m
14 Setting Up Advanced Required Measurements 20 m
15 Notifications on Templates and Checklists 8 m
16 Attach Document Options 11 m
17 Checklists for Multiple Users or Items 8 m
18 Master Checklist Overview 10 m
19 Options for Checklist Generation 3 m
20 Schedule Options for Master Checklists 6 m
21 Performing QA Verification on Checklists 11 m
22 Handling Personnel Changes on Checklists 5 m
23 Mobile and Offline Checklist Options 6 m
24 Making Checklists Available to a Group 5 m
25 Improving a Process by Modifying a Template 7 m

SECTION 3: Managers and Administrators

26 Template Review and Approval 7 m
27 Checklist Review 6 m
28 Using Checklist Dashboards 7 m
29 Identifying Delinquent Checklists 8 m
30 Improving the Process by Changing the Template 7 m

SECTION 4: Final Assessment

31 Final Assessment

This course will help your organization start monitoring and improving important processes as rapidly and self-sufficiently as possible with Checklists for Process Control in OnBase 14-16. Important topics for each different role involved in the process are covered so that templates can be built, checklists can be generated and completed, and the review process can take place. View the section(s) of the course that apply to you, then successfully complete the assessment at the end to gain credit for this course.

  • eLearning
  • E1182
  • Beginner
  • 3 hrs 38 mins
  • Free

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Prerequisites
There are no prerequisites for this course.
Topics Covered
  • Working with Checklists for Staff Members
  • Creating and Managing Checklists for Process Owners
  • Improving Checklist Processes for Checklist Owners
  • Approving and Using Dashboards for Managers & Administrators
Learning Paths with This Course