Learning Paths

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WorkView Professional (OnBase)

14 Courses

The WorkView Professional has a good understanding of an organization’s information-centric business processes and the data elements needed for the decision making that drives these processes. Using the data elements identified and by working closely with the business units, the professional should be able to design and implement an entity relationship diagram, showing relationships between categories of data and supporting content that would be tracked within WorkView.

New to OnBase? Consider taking an End User Training course specific to your solution before starting this path.

  • Certifications for a WorkView Professional:
  • Responsibilities of a WorkView Professional:
    • Basic understanding of database design concepts and data modelling design patterns
    • Understanding of the business units’ needs and ability to work with business users to define requirements and design the solution
    • Design and implement Workflow and WorkView applications that are user friendly and easy to support while meeting business requirements to the highest standard and long-term sustainability

Courses in this Path

1

Complete one of the following:

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eLearning Course

Pre-Installation: Welcome to OnBase

   OnBase
The Pre-Installation course will introduce you to the basics of ECM in general and OnBase in particular. It will demonstrate an essential process in an organization and how that process can be mapped to an OnBase solution. You'll also learn the fundamental OnBase concepts and how they are used to create a solution. This course is a prerequisite for our OnBase classroom courses such as Introduction to Installation and System Administration.
1 hours Beginner
End User: Cliente Unity v13
eLearning Course

Pre-Instalación: Bienvenido a OnBase

   OnBase
El curso de Pre-Instalación le brindará una formación general sobre la Gestión de Contenido Empresarial (ECM) y las soluciones de OnBase. Presentaremos un proceso administrativo en una organización y cómo este proceso puede ser mapeado en una solución OnBase. Así mismo, usted podrá aprender los conceptos básicos de OnBase y cómo se utilizan en el diseño de una solución. Este curso es un pre-requisito para las clases de OnBase presenciales como Introducción a Instalación y Administración de Sistemas.



1 hours 13 minutes Beginner

2

Complete one of the following:

System Administration
Instructor-led Course

System Administration

   OnBase
The System Administration course is designed to introduce new and existing OnBase System Administrators to the use, maintenance and administration of OnBase. The class provides in-depth, hands-on experience that directly maps to the day-to-day activities of an OnBase System Administrator. The class also investigates effective maintenance strategies and resources available to OnBase System Administrators.
5 days Beginner
System Administration Healthcare
Instructor-led Course

System Administration Healthcare

   OnBase
The System Administration for Healthcare Solutions course is designed to provide the same core competencies of the System Administration course while focusing on the healthcare-specific solutions and functionality. The course introduces new and existing OnBase System Administrators in healthcare settings to the use, maintenance, and administration of OnBase. The class provides in-depth, hands-on practical experience that map directly to the day-to-day activities of an OnBase System Administrator for a Healthcare solution. The class also investigates maintenance strategies and resources available to OnBase System Administrators. This course fulfills any System Administration course pre-requisite.
5 days Beginner

3

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eLearning Course

Workflow and OnBase Studio: Introduction

   OnBase
Workflow and OnBase Studio: Introduction, is a course which will walk you step by step, through the process of building your first Workflow life cycle using OnBase Studio. By the end of this course, not only will you be comfortable using terms like queue, life cycle, notification, rule, and action, you’ll also be able to create those items while navigating through OnBase Studio with ease.
1 hours 25 minutes Beginner Premium

4

Introduction to Workflow
Instructor-led Course

Introduction to Workflow

   OnBase
This level one course introduces OnBase Administrators and Partners to the processes and tools associated with designing, implementing, modifying and testing OnBase Workflow implementations. Training scenarios require students to employ multiple functions within their Workflow design. The course presents a hands-on approach to understanding the Workflow interface, interactions and possibilities.
5 days Intermediate

5

Workflow: Discovery Techniques
eLearning Course

Workflow: Discovery Techniques

   OnBase
This course identifies specific techniques to ensure that the discovery for a business process accurately represents the desired process. We will examine the discovery process from the initial information gathering point to building an accurate test plan base that verifies the specific business requirements. Special attention will be given to standard pitfalls that face each workflow discovery team.
54 minutes Intermediate Premium

6

Workflow: Implementation Best Practices
eLearning Course

Workflow: Implementation Best Practices

   OnBase
Best Practices for Workflow Implementation investigates the Hyland Software Professional Services Group methodology specific to the project discovery and implementation of substantial line of business Workflow solutions. The course will take a look at each phase of the implementation process and identify the steps that should be carried out to realize success at the end of a project.

This class is for OnBase Professionals responsible for implementing or supporting an OnBase Workflow solution. Attendees should have some experience with OnBase Workflow administration and/or implementation.

2 hours 10 minutes Expert Premium

7

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eLearning Course

Application Enabler: Introduction

   OnBase
Application Enabler provides organizations the ability to integrate OnBase and virtually any Line of Business (LOB) Application. Increase productivity, reduce training time, and expedite decision making by accessing OnBase content directly from a LOB application. Improve data accuracy by pulling data directly from the LOB into OnBase. Configure all this without custom programming, scripting, or modifications.



In this course, learn what you need to begin leveraging this powerful integration tool.

1 hours 16 minutes Beginner Premium

8

eLearning Course

WorkView: Building Your First Solution

   OnBase
WorkView is a powerful tool that can help you bridge knowledge gaps within your organization. Create a variety of solutions quickly, using point-and-click configuration, and rapidly deploy them to your end users. This course provides an overview of WorkView, its functionality and versatility, and explains key terminology.

Join Education Services' Eric and Shelby as they describe the principles of WorkView solution design. In this course, you'll see how to build a basic WorkView solution that includes applications, classes, filters, and views. You'll also learn how to enable users to access your WorkView solution. Finally, learn to create and share user-defined filters.

1 hours 59 minutes Beginner

9

WorkView|Case Manager 2: Intermediate
eLearning Course

WorkView: Intermediate

   OnBase
This course demonstrates the use of intermediate-level tools and components for the development of WorkView Solutions. First, we focus on dealing with more complex relationships and how they can be supported by specific Class types. Then, we explore the tools available to begin integrating WorkView applications more closely with an existing OnBase solution. Lastly, we look at the various options available for notifications and how these notifications can be triggered to support the Applications.
1 hours 20 minutes Intermediate Premium

10

WorkView|Case Manager 3: Advanced
eLearning Course

WorkView: Advanced

   OnBase
This advanced level course demonstrates how to pair WorkView and Workflow to build a more powerful Case Manager Solution. First, we explore some of the ways in which Workflow can complement a WorkView solution. Then, we identify three specific ways Workflow logic can be built into a WorkView application: WorkView actions powered by Workflow System Tasks, Workflow Ad-Hoc Tasks, and WorkView Class Events. Finally, you’ll learn how to incorporate Workflow logic that already exists into a WorkView application.
1 hours 12 minutes Expert Premium

11

WorkView Implementation
Instructor-led Course

WorkView Implementation

   OnBase
The WorkView Implementation course is designed to teach students the architecture and configuration techniques for OnBase WorkView Solutions. A critical component of the course is hands-on configuration using OnBase Studio. Students build and are given multiple examples of OnBase WorkView applications to export and take back to the office as references for use in future design and development projects.
5 days Intermediate

12

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eLearning Course

WorkView: OnBase 14 Enhancements

   OnBase
In this course, we'll demonstrate how the enhancements to WorkView in OnBase 14 make creating and maintaining your Case Management solutions easier and more intuitive.
52 minutes Intermediate Premium

13

Troubleshooting: WorkView|Case Manager
eLearning Course

WorkView: Troubleshooting

   OnBase
Whether managing service requests, resolving issues or qualifying opportunities, control all aspects of the case including tasks, documents, forms, and events using WorkView. Make better business decisions and maximize productivity by connecting the right people with the right information at the right time.

Join Tech Support’s Mike Walkuski and Michael Hornsby in this Tech Support Training presentation that discusses Troubleshooting Tips and Tricks, Database Information and specific features in WorkView. Take the assessment to get credit on your Training Transcript for participating in this course.

33 minutes Intermediate Premium

14

Workflow & WorkView: Building a Complete Solution
eLearning Course

Workflow & WorkView: Building a Complete Solution

   OnBase
With OnBase 13, Workflow functionality has been expanded to include WorkView objects. This greatly increases the capabilities of business process solutions. Learn how WorkView and Workflow combine to create a comprehensive, no-code application that organizations can use to solve many of their existing challenges. Experience nearly 15 new rules and actions that can be leveraged with the new Unity Life Cycle technology.
1 hours 50 minutes Expert Premium