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Capture Process Designer: Configuring a Solution

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SECTION 1: Introduction

01 Introduction 1 m

SECTION 2: Health Information Management Solution

02 HIM User Story and Acceptance Criteria 2 m
03 Building Your HIM Solution - Part 1 9 m
04 Building Your HIM Solution - Part 2 11 m
05 Building Your HIM Solution - Part 3 9 m
06 Building Your HIM Solution - Part 4 13 m
07 Testing Your HIM Solution 7 m

SECTION 3: Accounts Payable Solution

08 AP User Story and Acceptance Criteria 1 m
09 Building Your AP Solution - Part 1 10 m
10 Building Your AP Solution - Part 2 14 m
11 Building Your AP Solution - Part 3 9 m
12 Testing Your AP Solution 10 m

SECTION 4: Conclusion

13 Conclusion 2 m

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

14 Final Assessment

Now that you've completed the Capture Process Designer: Core Concepts course, perhaps you've been wondering how to build specific solutions in the CPD. In this course, you'll study two robust CPD solutions that can drive your organization's capture process design. You'll also share common use applications of the CPD.

  • Premium
  • P1552
  • Intermediate
  • 1 hr 38 mins
  • Available with Premium Subscription

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Prerequisite
Topics Covered
  • Creating a new scan queue in OnBase Studio
  • Selecting a Disk Group
  • Adding User Groups and Document Types to a Scan Queue
  • Creating a Capture Process
  • Copying from an existing capture process
  • Adding an Import Step
  • Selecting an Import Type
  • Setting a default Sweep/Scan from Disk Path
  • Selecting the Bar Code Process
  • Removing User Groups from Steps
  • Adding Evaluator Group Targets to Route Documents
  • Sending Documents to Workflow using a Custom Process
  • Rearranging Process Order Steps
  • Changing the source and target of evaluator groups
  • Adding a Document Separation Step
  • Adding an Ad Hoc Evaluator
  • Adding a Verify Step
  • Adding an Image Processing Step
  • Adding a Rescan Step
  • Adding an Image Quality Review Step
  • Marking Re-Index or Double Blind Indexing Under Specialized Indexing
  • Sending to Status Step or Active Capture Process
  • Setting a Default Document Type
  • Publishing the Scan Process
  • Adding a Document Preparation Step
  • Selecting Outlook and Mailbox Import Types
  • Converting Documents to Image File Format
  • Using a Field Evaluator Type
  • Adding a Brainware Integration Step
  • Adding an Awaiting Commit Step
  • Selecting a Workflow Import Type
  • Adding a Timer
  • Adding a Send Notification Timer Action Type
  • Selecting a Notification Report Type
  • Adding a Mail Recipient