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AP – Processing and Forms

10 Courses

This path will help administrators design Workflow and WorkView solutions that are document and/or information-centric. These administrators are responsible for providing business analysis consulting with the overall objective of implementing business application solutions using OnBase software and associated modules.

Courses in this Path

1

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

2

OnBase Forms
Instructor-led Course

OnBase Forms

  OnBase
The OnBase Forms Course introduces OnBase professionals to the various types of forms that can be utilized and created within an OnBase solution. We will look at how to use and configure E-Forms, User Forms, Unity Forms and Image Forms. The course introduces students to advanced topics such as using document properties, system properties, and custom actions to build powerful business forms that are rapidly deployable internally or externally.
2 days Beginner

3

Complete one of the following:

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eLearning Course

Unity Forms: Introduction

  OnBase
Every company has forms for their many business processes. Unity Forms are easy to design, create, and manage, improving business processes throughout an organization. Join technical trainer Sara Lemp as she explains how to create, edit, test, and publish Unity Forms.
42 minutes Beginner Premium
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eLearning Course

Unity Forms: User Hands-On Lab

  OnBase
In this lab designed for the end-user, you will experience the benefits of Unity Forms by completing one.

Learn how these easy-to-create forms can automatically populate important data, perform calculations, require fields when appropriate, ask for additional information in certain cases, secure pages and sections, and more.

Lab version available with this course: OnBase Foundation EP1



Important:



  • For the best experience, please DO NOT use Firefox or Safari while completing this lab.


  • Using a VPN while taking this lab could negatively impact your outcome and/or experience. Please disconnect from your VPN before launching.



1 hours Beginner Premium

4

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eLearning Course

Unity Forms: Advanced Features

  OnBase
Have you mastered the basics of Unity Forms? Ready to take your form designing skills to the next level?

Join Sara Lemp as she explores the more advanced features of Unity Forms. Learn calculations, custom actions, and sharing the form on an external website in this course.

37 minutes Intermediate Premium

5

Workflow Design
Instructor-led Course

Workflow Design

  OnBase
This second-level course will develop a student’s ability to craft a multi-departmental business solution. Attendees will create a solution that interacts with other OnBase modules, integrates with line-of-business applications, and accommodates both internal and external users. The course will also take students through the workflow design methodology which includes the assessing of an existing system as well as discovering, planning, and implementing a new solution. It is recommended to have a minimum of 3 – 6 months of workflow experience prior to attending.
5 days Expert

6

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eLearning Course

Workflow: Designing, Monitoring, and Enhancing Performance

  OnBase
Optimizing performance is a priority for all OnBase professionals - especially for those responsible for implementing or supporting a module as critical to business efficiency as Workflow.

This course provides an in-depth look at the factors that impact the overall performance of a Workflow application. Learn to balance priorities concerning system, end user, and administrator needs. The course also details methods to determine areas for improvement, as well as best practices for making your Workflow more efficient.

3 hours 10 minutes Intermediate Premium

7

eLearning Course

Workflow Approval Management

  OnBase
Workflow Approval Management transfers a portion of the control from the Workflow Administrator to the business experts. Business experts can build and administer approvals for common business processes such as Accounts Payable.

Join our Workflow expert, Justin, as he discusses the benefits of Workflow Approval Management and demonstrates the configuration in both OnBase Studio and the Unity Client.

54 minutes Intermediate Premium

8

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

9

Complete one of the following:

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
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
eLearning Course

WorkView: Hands-On Lab

  OnBase
WorkView is a highly configurable Application creation tool that allows you to create customized solutions for tracking business interactions. This Hands-On course will focus on creating a basic Application from scratch. You will also build the Views, Filters and Filter Bars associated with the Application, so you can enter sample data into the Application to view from an end-user's perspective.

Lab versions available with this course: OnBase 18 and Foundation EP1



Important:



  • For the best experience, please DO NOT use Firefox or Safari while completing this lab.


  • Using a VPN while taking this lab could negatively impact your outcome and/or experience. Please disconnect from your VPN before launching.



1 hours Beginner

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