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Exception Reports

SECTION 1: Course Instruction

01 Introduction 3 m
02 Basic Exception Report Configuration 7 m
03 Advanced Exception Report Configuration 7 m
04 Code Keywords 8 m
05 Expiring Documents 8 m
06 Routing Exceptions 7 m

SECTION 2: Final Assessment (Earn 80% or higher to earn credit)

07 Final Assessment

Are all the documents that you think you have in your OnBase system really there? If the auditors come tomorrow, can you prove it? With Exception Reports, you can!

Join Melissa Warren as she configures both Basic and Advanced Exception Reports to identify missing expired documents within OnBase.

  • Premium
  • P1601
  • Beginner
  • 40 mins
  • Available with Premium Subscription

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Prerequisites
There are no prerequisites for this course.
Topics Covered
  • Configure One-To-One Relationships
  • Configure One-To-Many Relationships
  • Route Exceptions to Workflow
  • Route Exceptions to Envelopes
  • Alert Users of Expiring Documents
  • Create One Report with Various Requirements