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Checklists for Process Control: OnBase 17-18

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)

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.