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Incident Case Management

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SECTION 1: Course Introduction

01 Course Overview 4 m

SECTION 2: OnBase Incident Case Management Administration

02 How to Set up Incident Classifications 3 m
03 How to Set up an Incident Type 9 m
04 Setting up the Roles People Have Within an Incident 5 m
05 Getting People Records Set Up In The System 11 m

SECTION 3: Using OnBase Incident Case Management as a Case Worker

06 Creating An Incident Record 6 m
07 Creating a Person Record and Associating People with an Incident 10 m
08 Working with Incident Notifications 11 m
09 Submitting an Incident Record for Deletion 4 m
10 Searching for an Incident Record 9 m
11 Working with Handling Steps 8 m
12 Working with Case Notes and Follow-up Requirements 4 m

SECTION 4: Using OnBase Incident Case Management as a Case Manager

13 Assigning or Changing Case People Assignments (Version 17) 5 m
14 Assigning or Changing Case People Assignments (Version 18) 6 m

SECTION 5: Final Assessment (Earn 80% or higher to earn credit)

15 Final Assessment

OnBase Incident Case Management is a packaged solution from Hyland Software, Inc. Built on the OnBase platform, OnBase Incident Case Management is a completely ready solution that can be quickly set up in any OnBase system that has appropriate licensing. OnBase Incident Case Management allows an organization to record, process, track and audit incident events. By using OnBase Incident Case Management, those people involved in handling incidents have a way to ensure that each person involved within any incident is treated consistently and according to established policies and procedures.

Join Senior Packaged Solutions Developer, Kevin Corbett, through these guided learning videos to see how to use this incredible solution.

  • eLearning
  • E1482
  • Beginner
  • 1 hr 34 mins
  • Free

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Prerequisites
There are no prerequisites for this course.
Topics Covered
  • New OnBase Incident Case Management System and Getting Started
  • Initiating the Creation of an Incident Record
  • Creating Reports and Report Summary Dashboards to Analyze Incident Trends
  • Working with “People” Records and Other Objects
  • Building a Notifications Library