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Checklists for Process Control: OnBase 17-18

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SECTION 1: Staff Members

01 How to Work On and Complete a Checklist 7 m
02 Action Buttons Explained 9 m
03 Creating a Checklist On-Demand 2 m
04 Changing Notification Options on Your Checklist 3 m
05 Round Robin Checklists 14 m
06 Reducing Clicks when Completing Checklists 7 m

SECTION 2: Process Owners & Checklist Owners

07 Creating a Basic Template 14 m
08 Notifications on Templates and Checklists 10 m
09 Attaching Documents to Checklists and Tasks 5 m
10 Checklists for Groups 19 m
11 Options for Checklist Generation 15 m
12 Handling Personnel Changes on Checklists 9 m
13 Using EZ Template Creator 6 m

SECTION 3: Managers & Administrators

14 Template Approval and Review 8 m
15 Checklist Review 10 m

SECTION 4: Final Assessment (Earn 80% or higher to earn credit)

16 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 17 and OnBase 18. 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, and be sure to check back periodically as we add more information and videos to this course.

  • eLearning
  • E1391
  • Beginner
  • 2 hrs 32 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 and Administrators