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OnBase Checklists for Process Control

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 teach you how to use Checklists for Process Control, a useful feature in OnBase that will help your organization monitor and improve important processes to become both quick and self-sufficient. In these videos, you will find out how to build templates, generate and complete checklists, and participate in a review process.

This course is divided into three roles - Staff Members, Process Owners & Checklist Owners, and Managers & Administrators. Learners are encouraged to only watch the videos in the section that applies to their role. Note, this course applies to OnBase 17 through Foundation EP4.

  • OnBase
  • eLearning
  • E1391
  • Beginner
  • 2 hrs 32 mins
  • Free

Please login to begin this course.

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

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