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SECTION 1: Introduction

01 Introduction to Cross-References 1 m
02 Demonstration 1 m
03 Activity: Initiating a Cross-Reference
04 Key Terms 1 m
05 Activity: Relationship Possibilities
06 Activity: Licensing and Installation?

SECTION 2: Configuring Cross-Reference Relationships

07 Keyword to Keyword Relationship 3 m
08 Keyword to Keyword Configuration 2 m
09 Keyword to Keyword - Source: Image 1 m
10 Keyword to Keyword - Source: Image Configuration 4 m
11 Tip: Adjusting Your Click Zones on an Image Document
12 Keyword to Text Search Relationship 2 m
13 Keyword to Text Search Configuration 1 m
14 Screen Scrape to Keyword Relationship 1 m
15 Screen Scrape to Keyword Configuration 3 m
16 Activity: Screen Scrape Areas
17 Screen Scrape to Keyword - Source: Text Template 3 m
18 Screen Scrape to Keyword - Source: Text Template Configuration 4 m
19 Screen Scrape to Text Search Relationship 1 m
20 Screen Scrape to Text Search Configuration 1 m
21 Display Options 2 m

SECTION 3: Conclusion

22 Best Practices and Troubleshooting 1 m
23 Conclusion 1 m

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

24 Final Assessment

When users need to view two or more related documents to accomplish their work, cross-references can decrease the number of clicks, time and effort to retrieve the information necessary to complete their tasks. Once you configure cross-references using keywords—or even just words from text documents—your users will be able to simply click an icon, double-click, or right-click on one document, to find all the other related documents they’ll need.

Cross-reference from a resume, and the cover letter and application for employment appear. Click a PO, and the invoice and packing slip show up. Quickly get from a patient’s record, to all of their lab results, X-rays, list of medications, etc. With the power of cross-references, users can spend their time thinking through their decision, rather than performing multiple retrievals before they can even begin processing the information.

  • Premium
  • P1356
  • Beginner
  • 33 mins
  • Available with Premium Subscription

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There are no prerequisites for this course.
Topics Covered
  • Demonstrating the Power of Cross-References
  • Identifying the Relationships Possible between File Formats
  • Retrievals With Cross-References vs. Without
  • Initiating a Cross-Reference on Image or OLE
  • Configuring Different Click-Zones with OnBase Client
  • Clicking Specific Text to Initiate a Cross-Reference
  • Changing the Display Columns