TechQuest

Join us for our OnBase focused TechQuest with more than 70 hands-on sessions in our remote classroom experience.

New for 2022! Participate in our new Certificate Program. Learn more below.

November 7-11, 2022

 

Agenda

Courses for TechQuest are geared towards experienced Hyland professionals who want to continue their professional development and prepare themselves to support the latest version of Hyland products.

Technical Levels:

What do these mean?

Beginner

Intermediate

Expert

All sessions are listed in EST (Eastern Standard Time) UTC/GMT - 5 hours

Monday, November 7

9:00 AM - 3:00 AM
101 Installer Recertification
Installer Recertification is designed to qualify current OnBase Certified Installers (OCI) for an additional two years. This session is required to maintain an individual's OCI status. This session will use the latest version of OnBase. If an individual has been expired on their OCI certification for 6 or more months, they should attend a regularly scheduled Installation Certification course instead.

9:00 AM - 12:30 PM
111 Building Your First Workflow
Are you a system or workflow administrator tasked with building or maintaining workflow solutions? If so, this course is for you. We’ll introduce you to OnBase Studio and create a basic lifecycle. Learn essential workflow functions, such as ad-hoc tasks, rules, actions, timers and basic security. In this hands-on session, you’ll gain understanding into the workflow interface, interactions and possibilities.
112 Email Driven Workflow Solutions
Historically, Workflow designers have considered email as an output of Workflow to inspire user action and to inform individuals that there is work to be accomplished. With recent changes in OnBase surrounding Workflow and email, there is a far wider range of capabilities accessible by leveraging email and Workflow together. This course will explore how to effectively route email based on non-traditional information (beyond the from/to/subject line), how to craft email notifications for future ingestion, and how to ultimately allow users to control Workflow solutions through simple email messaging. This course will cover elements of Mailbox Importer, Outlook Integration, Distribution Services, Workflow, and WorkView. Come to see how email looks in Workflow, but stay to learn how a single letter can drive Workflow approval.

113 Expedition Uncharted: Workflow and WorkView Gems
Enter uncharted territory and discover Workflow and WorkView gems. Build triggers, CSS and add properties and expressions to improve your full solution. Get your expedition supplies ready, we’re going to guide you deep into a forest of functionality!

114 OnBase Latest Enhancements
OnBase Latest Enhancements & Features is designed to get you better acquainted with some of the exciting new modules, features, and enhanced functionality that OnBase has to offer. The session provides interactive, hands-on activities of the changes in OnBase and how they directly impact system administration as well as the new features and best practices for administrators.

115 Solution Boot Camp - Taking Workflow and WorkView to the Next Level New
In this power session you will work to finalize an existing dissected solution to let OnBase do the heavy lifting for you. Attendees will get hands-on experience with products and functionality that include Unity Forms, Document Composition, PDF Framework, Workflow Properties, Expressions and Notifications, WorkView System Tasks and more.  Come collaborate with other OnBase administrators and end users to effectively complete this complex solution.
116 Synchronizing Your OnBase Environments with Change Control
Using the Change Control suite of products new and enhanced for OnBase, this class will take you through the change control process, featuring an enhanced Import/Export experience through Studio, and the new Test System Creation utility (replacing Configuration Migration) alongside Change Tracking logging these adaptations made in your environment. Use these tools and find ways of enhancing your change control process to reflect a modern, up-to-date production, dev and test environments.

1:30 PM - 5:00 PM
161 Brewing Up a Stout Solution with Workflow, Unity Forms and More
Ready to order your bottles or kegs? Build your Workflow adding load balancing and ownership, Workflow Timers, properties and expressions and more. To complete the class, go through the process of administrating the solution to truly understand how the whole process works.

162 Extending WorkView Operations in the Modern OnBase APIs New
As WorkView has matured as a product, the WorkView applications customers and resellers are building are becoming more complex and robust, which naturally leads WorkView developers to the question: how can I make this tool even better, even more suited to my organization's specific needs? OnBase's suite of modern APIs (the NET-based **Unity API** and the suite of contextual **Foundation REST APIs**) offer the developer a powerful and flexible set of tools for leveraging WorkView in contexts outside of the Hyland client ecosystem. In this class students will create a custom WorkView application using OnBase Studio, manipulate and consume that application via the Unity API Integration Toolkit, extend that application with Unity Scripting and Explore the WorkView Foundation REST API's capabilities.

Labs in this class are fast-paced and hands-on. An understanding of basic data analysis and modeling, complex WorkView application creation, fluency in structured programming language, and familiarity with Visual Studio, Postman and other tools for interacting with APIs will help you jump right into class work.

163 Healthcare System Administration Recertification New
Join us as we explore everything new to OnBase for System Administration in Healthcare. This course will explore the changes in OnBase and how they directly impact system administration as well as the new features and best practices for administration. The class will also interactively explore areas of OnBase functionality and how they can be used to resolve user and organizational needs.
164 OnBase Administration in The Hyland Cloud
As many organizations look to the Hyland Cloud for their solutions versus on premise, administration of it will differ in some ways. Whether you’ve recently migrated to the Hyland Cloud or are rolling your new hosted solutions, you may have questions like “what administration tasks are the same as when it was on premise?”, “What can or can’t I do?”, “What should I be doing?”, “Are there new tools to administer and grow the solution?”. This course will outline the Cloud Architecture, things you can and should do yourself as well as when you should reach out to Hyland. Also look forward to suggested tasks and duties to perform on a daily, weekly and monthly basis, troubleshooting and maintenance tips, and how to plan for expansion.
165 OnBase System Administration Recertification New
This course will explore the changes in OnBase as well as new features and best practices that will directly impact system administration. The class will also interactively explore areas of OnBase functionality and how they can be used to resolve user and organizational needs. Upon successfully completing this course, any individual who was or is an OnBase Certified System Administrator (OCSA) or OnBase Advanced System Administrator (OCASA) will have their certification status updated for an additional two years.

166 Viewing OnBase Documents from Your External Application
If you need a quick way to display OnBase documents from your custom applications, you have a variety of choices. Many of these, called the “POP integrations”, can be used easily with little or no code development! If you use the Web Server, the Unity Client, or Application Enabler, you already have access to this powerful, easy to use functionality. Even experienced programmers often find that the POP integrations are the quickest and most effective way to integrate with their custom applications. However, developers have additional options such as API calls and Unity Client Automation. Because of the variety of options, this course is appropriate for all levels of OnBase knowledge. It both introduces the topics and explains some of the advanced options. Where appropriate, it will also show ways to program against the functionality. Programming demonstrations are kept brief so as to make the class accessible to non-developers and developers alike.

167 WorkView Latest Enhancements and Emerging Best Practices
WorkView, Hyland’s Low-Code Application Development Platform continues to regularly receive new enhancements, features, and functionality in every OnBase release. As the platform evolves, so do the best practices and strategies to support the solution. Learn the latest and greatest enhancements to WorkView in recent builds of the software, as well as how to best implement these enhancements into existing and new applications. This course will keep OnBase professionals current and informed about what is new in WorkView and illustrate the value these enhancements provide. We will identify best practices for designing and configuring applications to maximize and positively influence the user and administration experiences in these solutions.

Tuesday, November 8

9:00 AM - 12:30 PM
211 Document Retention and GRaaS
Document Retention automates the retention and destruction of qualified documents from OnBase. In this session you will learn about the two different retention types, how to exclude documents from being destroyed, as well as how to configure the purging processors. In addition, this course will introduce Governance Rules as a Service (GRaaS). GRaaS is a new Hyland offering that combines a fully researched, web-accessible retention schedule—powered by the Iron Mountain® Policy Center solution—with robust automation to apply those same retention rules directly to OnBase documents, providing a complete end-to-end retention solution.

212 Hyland RPA
Are you ready to learn more about Hyland's newest product - Hyland RPA? Join our RPA Specialists as they cover how Hyland RPA works and then directly implement what you've seen in a VM. You will leave this session having configured part of a Hyland RPA process.

213 Intermediate Unity Forms
You’ve created a basic Unity Form, now what? Take your Unity Forms to the next level by adding robust functionality available right in the Forms Designer. In Intermediate Unity Forms, we’ll explore the following features: determine form totals through Calculated Fields; add dynamic functionality to your forms with Custom Actions; use Signatures to verify form values; use the Drawing Control to capture graphical information on your forms; customize themes to fit your organization’s brand; and more! Prior to attending this session, participants are expected to have completed the Unity Forms self-paced lab or have previous experience creating OnBase Unity Forms.

214 Introduction to Capture Process Designer
Capture Process Designer allows you to create custom scan queues with flexible routing logic and processes in the order you would like. This new functionality addresses many of the limitations to Legacy Scan Queues and enhances overall the processing of documents through a scan queue. This course will explain how these limitations are addressed using Capture Process Designer and also the fundamentals of Capture Process Designer and Custom Scan Queues. After taking this course you should have a base level knowledge of custom scan queues and how to begin using them within your OnBase Solutions.

215 Moving Up: Resources, Tools, & Best Practices for Upgrading OnBase
For many organizations, upgrading OnBase can be tricky task – but it doesn’t need to be! Join our experts as they share best practices and point you to the resources and tools that OnBase professionals in Hyland’s Global Services, Technical Support & Quality Assurance departments have developed over the years to ensure a smooth and successful upgrade process. Participate in hands-on activities, discuss planning and testing strategies, compare & contrast a traditional upgrade to an incremental parallel upgrade and get answers to your real-world questions and concerns from Hyland’s technical experts.

216 New Storage Technologies with Foundations
Storage of OnBase documents has historically been confined to servers owned by your organization. With the release of OnBase Foundation, additional flexibility has been added to empower organizations to take advantage of cloud-based storage such as S3. In this class we will explore those capabilities as well as new functionality to allow documents that meet certain criteria to be moved from one Disk Group to another with Disk Group Migration.

217 OnBase Latest Enhancements
OnBase Latest Enhancements & Features is designed to get you better acquainted with some of the exciting new modules, features, and enhanced functionality that OnBase has to offer. The session provides interactive, hands-on activities of the changes in OnBase and how they directly impact system administration as well as the new features and best practices for administrators.

218 WorkView UI Overhaul - Modernize your Views New
One of the most visible parts of your WorkView solution is the User Interface. In this course participants will learn of general interface design best practices including examples of good versus bad design. Next, participants will learn how to leverage Cascading Stylesheets to change the rules of how Objects are displayed. Finally, the topic of Client Side JavaScript will be explored. This will include sample solutions commonly needed in most implementations.

1:30 PM - 5:00 PM
261 API Recertification
This session is the exam portion of the OnBase Certified API Developer Recertification process. It will assess the knowledge of the API Developer primarily on the objectives covered in the Preparing for the API Recertification Course. Upon successful completion of this assessment the developer will be certified for an additional two years.

You must be OnBase API Certified in order to attend this session.

262 Basics of Building a WorkView Application
Start from the beginning of WorkView in this course by clicking through an existing solution. Then, dive into point-and-click configurability designing your first solution. Learn all about applications, classes, attributes, filters, filter bars, screens and views. Finish your application by testing it out and tying all the pieces together.

263 Introduction to Brainware
Explore the elements of a Brainware solution, understand its core capabilities, and learn how to incorporate it into existing and new solutions.

264 Making the API and Workflow Work Better Together
This session is aimed at developers who have completed the OnBase API course, and are now looking for practical advice on how to use it. Specifically, this will discuss best practices and common design considerations when using the Unity Automation API to extend a Workflow solution. This will include coding considerations such as error handling and tricks with the built-in development environment. The course also emphasizes designing the solution to work with Workflow and OnBase functionality. If you are adding functionality to one or more extensive life cycles (possibly maintained by someone other than you), how do you divide up responsibilities between the Workflow and your custom code? How will you structure the communication between these two systems? If there are errors, will they be understandable by an administrator who doesn't know how to program? These questions will be addressed through hands-on labs. Please note that this is an advanced session and it will be assumed that all students are already familiar with the Unity API. Formerly known as Unity Workflow API Scripting Best Practices

265 OnBase Administration in The Hyland Cloud
As many organizations look to the Hyland Cloud for their solutions versus on premise, administration of it will differ in some ways. Whether you’ve recently migrated to the Hyland Cloud or are rolling your new hosted solutions, you may have questions like “what administration tasks are the same as when it was on premise?”, “What can or can’t I do?”, “What should I be doing?”, “Are there new tools to administer and grow the solution?”. This course will outline the Cloud Architecture, things you can and should do yourself as well as when you should reach out to Hyland. Also look forward to suggested tasks and duties to perform on a daily, weekly and monthly basis, troubleshooting and maintenance tips, and how to plan for expansion.

266 Unity Combined Viewer
Combined Viewer allows you to reduce the amount of screens and clicks to find the most critical content that's relevant to your business process - combining Documents, Workflow Queues and WorkView Filters into one configurable, combined interface. Users will also see how to create their own personalized queries, flag documents for later review, see a list of recently viewed documents, and the ability to import in context for a one of a kind end user experience. Come learn about this amazing, game-changing OnBase functionality!

267 Workflow Placeholders Creative Solutions for Challenging Business Requirements New
Have you ever heard the term “Placeholder form, document or item” used in the context of Workflow? What about Proxy document? This advanced workflow technique has been used by Workflow developers to solve some rather interesting business problems over the years. Generally, a document, form or WorkView object is sent to workflow Life Cycle and used in-place of or as a representation of multiple other content items. Within this course we will explore multiple examples of business problems and build potential solutions using Workflow Placeholders.
268 WorkView Solution Discovery Strategies and Practices
WorkView solutions are a powerful addition to your ECM strategy. However, as with any solution development, there are questions that need to be answered before you start crafting your application. This course covers the discovery strategies that should be employed to ensure your solution is successful, not only for users, but for the expansion and adaptability of the solution in the future. This course walks you through process to of understanding what is needed for a comprehensive solution and the questions you'll need to answer before you start configuring.

Wednesday, November 9

9:00 AM - 12:30 PM
311 Expedition Uncharted: Workflow and WorkView Gems
Enter uncharted territory and discover Workflow and WorkView gems. Build triggers, CSS and add properties and expressions to improve your full solution. Get your expedition supplies ready, we’re going to guide you deep into a forest of functionality!

312 Foundation Rest API's
With the changes in Hyland's approach to API's, this course will help you step into Hyland's new API set. Introduced in Foundation EP2, the rest API's allow you to directly interface with documents and OnBase workflow. With this extensive set of capabilities, organizations can now quickly and easily develop custom interfaces and applications to fully leverage their OnBase solution set.

313 Harbor Tour of OnBase - Let Email Be Your Guide New
Join us as we move through the lifespan of a document - focusing on email specifically. We will begin with discussing all the possible ways to Import, then move through considerations for Storing and Viewing. Don't forget about all the possible Indexing methods and securing your documents. Last stop - destroying at the end of the document's life. Join us as we move through the complete cycle, discussing and configuring along the way.
314 Migrating from Premise to The Hyland Cloud
We couldn't get license rights to the famous Led Zeppelin song, but join us anyways as we talk through best practices, approaches and techniques to migrating your solutions to the cloud. Hosted by The Hyland Cloud professionals, this session will help you prioritize, justify and plan your migration to Hyland's World Wide Cloud Services.

315 OnBase System Administration Recertification New
This course will explore the changes in OnBase as well as new features and best practices that will directly impact system administration. The class will also interactively explore areas of OnBase functionality and how they can be used to resolve user and organizational needs. Upon successfully completing this course, any individual who was or is an OnBase Certified System Administrator (OCSA) or OnBase Advanced System Administrator (OCASA) will have their certification status updated for an additional two years.

316 Self-Paced Labs: Exploring the Latest Functionality

This course allows you to complete self-paced labs, supported by Hyland technical staff. Each lab includes step-by-step guidance with a detailed explanation to help ensure you comprehend the process. So whether you want to expand upon what you've learned in class or explore a new product or functionality, this hands-on lab environment is the perfect opportunity for you. .

Click here to view available Self-Paced Training Labs.

Note: These labs will be available on Premium Subscription after the conference.
317 Synchronizing Your OnBase Environments with Change Control
Using the Change Control suite of products new and enhanced for OnBase, this class will take you through the change control process, featuring an enhanced Import/Export experience through Studio, and the new Test System Creation utility (replacing Configuration Migration) alongside Change Tracking logging these adaptations made in your environment. Use these tools and find ways of enhancing your change control process to reflect a modern, up-to-date production, dev and test environments.

318 Troubleshooting Your OnBase Healthcare Solution New
In this course we will be focusing on troubleshooting the most common issues you can experience in your Healthcare solutions. You can expect to learn how to address Medical Records orphan documents, HL7 errors, and DIP and Auto-Fill Keyword Set issues — as well as learn how to address and troubleshoot other common errors related to the Patient Window or user access.

1:30 PM - 5:00 PM
361 Expanding your Stout Solution with WorkView New
Create a WorkView solution that takes online forms containing multiple items purchased, and converts them into a series of related WorkView objects. Learn how to grant business users the flexibility to change, add or update merchandise offerings on the fly.
362 Intermediate Reporting Dashboards
Reporting Dashboards has transformed the standard reporting practices used by many OnBase administrators. This session will focus on some of the advanced features in Reporting Dashboards. Users will get hands on experience with the newest features in a controlled environment and see how users can retrieve complex information from other OnBase modules such as WorkView, Workflow and even third party data sources. Attendees will also learn about the new report conversion process for reports that are currently stored in Report Services.
363 New Architecture with IdP for OnBase Foundation
Security has never been more important than it is today. This course will walk you through Hyland's new architecture for OnBase Foundation which will enable you to leverage new OnBase functionality like Quick Access Client and more! You will learn about Hyland’s Identity and Access Management Services (IAM), including Hyland’s Identity Provider Server and how this powerful identification model will help you provide unified security across all your Hyland Solutions.

364 OnBase Integration for Salesforce New
Do you find yourself navigating between Salesforce and OnBase to search for information and documents? Do you need to navigate away from Salesforce to import supporting documentation? Have you debated on building your own integration to reduce the back and forth between systems? If that sounds like you then join us in the Salesforce Integration with OnBase class to learn how we leverage the most important features of OnBase to allow Salesforce users to search, view, import and index documents directly from Salesforce. In addition, you will see the flexibility of the solution for Admins to implement and manage. We'll show you how to solve the challenge of disparate systems and help keep your business centered around your customers.
365 Problems Solved! Support Issues and the Resolutions You'll Love, an Open Forum
Support partners with many organizations each year to investigate, identify, and resolve OnBase issues. Join us for a discussion of the most intriguing, relevant, and enlightening support issues we’ve seen over the past year. You can also bring your challenging OnBase support issues and discuss with the experts on how to find resolution. You’ll put on your sleuthing caps as we share facts and see if you can determine the answer to the more interesting support requests we encountered. Match your OnBase experience against others as we explore how to respond to the common question “What’s wrong with my system?”

366 Self-Paced Labs: Exploring the Latest Functionality

This course allows you to complete self-paced labs, supported by Hyland technical staff. Each lab includes step-by-step guidance with a detailed explanation to help ensure you comprehend the process. So whether you want to expand upon what you've learned in class or explore a new product or functionality, this hands-on lab environment is the perfect opportunity for you. .

Click here to view available Self-Paced Training Labs.

Note: These labs will be available on Premium Subscription after the conference.
367 Workflow Latest Enhancements
Workflow has grown substantially over the years. These changes modify not only Workflow triggers, but introduce new functionality for handling keywords, designing and migrating solutions, and logging functionality. This course will cover not only the changes, but how to appropriately add them to new and existing solutions.

368 WorkView UI Overhaul - Modernize your Views New
One of the most visible parts of your WorkView solution is the User Interface. In this course participants will learn of general interface design best practices including examples of good versus bad design. Next, participants will learn how to leverage Cascading Stylesheets to change the rules of how Objects are displayed. Finally, the topic of Client Side JavaScript will be explored. This will include sample solutions commonly needed in most implementations.

Thursday, November 10

9:00 AM - 12:30 PM
411 Email Driven Workflow Solutions
Historically, Workflow designers have considered email as an output of Workflow to inspire user action and to inform individuals that there is work to be accomplished. With recent changes in OnBase surrounding Workflow and email, there is a far wider range of capabilities accessible by leveraging email and Workflow together. This course will explore how to effectively route email based on non-traditional information (beyond the from/to/subject line), how to craft email notifications for future ingestion, and how to ultimately allow users to control Workflow solutions through simple email messaging. This course will cover elements of Mailbox Importer, Outlook Integration, Distribution Services, Workflow, and WorkView. Come to see how email looks in Workflow, but stay to learn how a single letter can drive Workflow approval.

412 Healthcare Corrections and Content Conditioning - Realizing the full potential of Workflow New
Join us as we dive into the Healthcare Corrections as well as the Content Conditioning solutions implemented at many healthcare organizations. In this course we will review the logic and use of these workflows to ensure your healthcare organization is making the most of your existing OnBase Workflow solutions.

413 Hyland RPA
Are you ready to learn more about Hyland's newest product - Hyland RPA? Join our RPA Specialists as they cover how Hyland RPA works and then directly implement what you've seen in a VM. You will leave this session having configured part of a Hyland RPA process.

414 Introduction to OnBase Folder Solutions
One of the most powerful user access tools is the OnBase Folder system. The File Cabinet and Folder structure is familiar to users more comfortable with paper environments and OnBase Folders allow you to create multiple views of the same collection of documents based on each user groups needs. From folders that represent entire business relationships, to folders that identify missing documents, to folder level notes and lookup values, OnBase folders give you the power to craft a power user experience. This course will take users through the design, setup, troubleshooting, and maintenance of the OnBase folder environment and provide best practices for deploying in your organization.

415 Self-Paced Labs: Exploring the Latest Functionality

This course allows you to complete self-paced labs, supported by Hyland technical staff. Each lab includes step-by-step guidance with a detailed explanation to help ensure you comprehend the process. So whether you want to expand upon what you've learned in class or explore a new product or functionality, this hands-on lab environment is the perfect opportunity for you. .

Click here to view available Self-Paced Training Labs.

Note: These labs will be available on Premium Subscription after the conference.
416 Solution Boot Camp - Taking Workflow and WorkView to the Next Level New
In this power session you will work to finalize an existing dissected solution to let OnBase do the heavy lifting for you. Attendees will get hands-on experience with products and functionality that include Unity Forms, Document Composition, PDF Framework, Workflow Properties, Expressions and Notifications, WorkView System Tasks and more.  Come collaborate with other OnBase administrators and end users to effectively complete this complex solution.
417 Workflow Troubleshooting - Level Up
There are a number of tools available when troubleshooting Workflow. Which should you use when? And which is the most effective for a given situation? In this course, learn the best tools to use when troubleshooting your Life Cycles. With your fellow attendees, “play” through a series of levels to get hands on experience with these tools. Can you get the new high score?

1:30 PM - 5:00 PM
461 Application Enabler
Would you like to have documents tied to your line of business application allowing your end user’s to see the full picture without clicking? Join us as we begin the journey of integrating Line of Business applications to OnBase. We will drive through Application Enabler learning the basics of configuration to create that connection. You will leave this session with a basic understanding of how to configure a Line of Business application to retrieve and/or index documents as well as deployment options and new OnBase features!
462 Brewing Up a Stout Solution with Workflow, Unity Forms and More
Ready to order your bottles or kegs? Build your Workflow adding load balancing and ownership, Workflow Timers, properties and expressions and more. To complete the class, go through the process of administrating the solution to truly understand how the whole process works.

463 Introduction to REST OnBase Web Services
In today's fast paced technology landscape, it has become increasing important for applications to quickly and easily inter-operate with each other. SOAP and REST services exist to make this communication quick, simple, standard, and accessible. They allow IT staff to work in their language of greatest comfort and reduce the need to understand the complexities of an application's lower level APIs. Come work hands on with OnBase's capabilities to publish REST and SOAP endpoints. Participates will learn how to publish OnBase Web Services in minutes directly from OnBase Studio via simple wizard interfaces. The class will also cover how these services can be easily consumed via a myriad of programming interfaces and languages.

464 Migrating from Premise to The Hyland Cloud
We couldn't get license rights to the famous Led Zeppelin song, but join us anyways as we talk through best practices, approaches and techniques to migrating your solutions to the cloud. Hosted by The Hyland Cloud professionals, this session will help you prioritize, justify and plan your migration to Hyland's World Wide Cloud Services.

465 New Architecture with IdP for OnBase Foundation
Security has never been more important than it is today. This course will walk you through Hyland's new architecture for OnBase Foundation which will enable you to leverage new OnBase functionality like Quick Access Client and more! You will learn about Hyland’s Identity and Access Management Services (IAM), including Hyland’s Identity Provider Server and how this powerful identification model will help you provide unified security across all your Hyland Solutions.

466 Self-Paced Labs: Exploring the Latest Functionality

This course allows you to complete self-paced labs, supported by Hyland technical staff. Each lab includes step-by-step guidance with a detailed explanation to help ensure you comprehend the process. So whether you want to expand upon what you've learned in class or explore a new product or functionality, this hands-on lab environment is the perfect opportunity for you. .

Click here to view available Self-Paced Training Labs.

Note: These labs will be available on Premium Subscription after the conference.
467 Troubleshooting Your OnBase Healthcare Solution New
In this course we will be focusing on troubleshooting the most common issues you can experience in your Healthcare solutions. You can expect to learn how to address Medical Records orphan documents, HL7 errors, and DIP and Auto-Fill Keyword Set issues — as well as learn how to address and troubleshoot other common errors related to the Patient Window or user access.

468 Workflow Latest Enhancements
Workflow has grown substantially over the years. These changes modify not only Workflow triggers, but introduce new functionality for handling keywords, designing and migrating solutions, and logging functionality. This course will cover not only the changes, but how to appropriately add them to new and existing solutions.

Friday, November 11

9:00 AM - 12:30 PM
511 Extending WorkView Operations in the Modern OnBase APIs New
As WorkView has matured as a product, the WorkView applications customers and resellers are building are becoming more complex and robust, which naturally leads WorkView developers to the question: how can I make this tool even better, even more suited to my organization's specific needs? OnBase's suite of modern APIs (the NET-based **Unity API** and the suite of contextual **Foundation REST APIs**) offer the developer a powerful and flexible set of tools for leveraging WorkView in contexts outside of the Hyland client ecosystem. In this class students will create a custom WorkView application using OnBase Studio, manipulate and consume that application via the Unity API Integration Toolkit, extend that application with Unity Scripting and Explore the WorkView Foundation REST API's capabilities.

Labs in this class are fast-paced and hands-on. An understanding of basic data analysis and modeling, complex WorkView application creation, fluency in structured programming language, and familiarity with Visual Studio, Postman and other tools for interacting with APIs will help you jump right into class work.

512 Harbor Tour of OnBase - Let Email Be Your Guide New
Join us as we move through the lifespan of a document - focusing on email specifically. We will begin with discussing all the possible ways to Import, then move through considerations for Storing and Viewing. Don't forget about all the possible Indexing methods and securing your documents. Last stop - destroying at the end of the document's life. Join us as we move through the complete cycle, discussing and configuring along the way.
513 Healthcare System Administration Recertification New
Join us as we explore everything new to OnBase for System Administration in Healthcare. This course will explore the changes in OnBase and how they directly impact system administration as well as the new features and best practices for administration. The class will also interactively explore areas of OnBase functionality and how they can be used to resolve user and organizational needs.

514 Intermediate Hyland RPA
Take your basic Hyland RPA skills to the next level in the Intermediate Hyland RPA course! In this course, we will help you understand the power of manipulating selector values, managing unstructured data and diving deeper into the Office API activities. Finish the course by setting up and monitoring your process using RPA Manager and RPA Conductor. Note: Attending the Hyland RPA TechQuest course or prior knowledge of Hyland RPA is highly recommended before attending this course.

515 Intermediate Reporting Dashboards
Reporting Dashboards has transformed the standard reporting practices used by many OnBase administrators. This session will focus on some of the advanced features in Reporting Dashboards. Users will get hands on experience with the newest features in a controlled environment and see how users can retrieve complex information from other OnBase modules such as WorkView, Workflow and even third party data sources. Attendees will also learn about the new report conversion process for reports that are currently stored in Report Services.
516 Self-Paced Labs: Exploring the Latest Functionality

This course allows you to complete self-paced labs, supported by Hyland technical staff. Each lab includes step-by-step guidance with a detailed explanation to help ensure you comprehend the process. So whether you want to expand upon what you've learned in class or explore a new product or functionality, this hands-on lab environment is the perfect opportunity for you. .

Click here to view available Self-Paced Training Labs.

Note: These labs will be available on Premium Subscription after the conference.
517 Workflow Troubleshooting - Level Up
There are a number of tools available when troubleshooting Workflow. Which should you use when? And which is the most effective for a given situation? In this course, learn the best tools to use when troubleshooting your Life Cycles. With your fellow attendees, “play” through a series of levels to get hands on experience with these tools. Can you get the new high score?

518 WorkView Latest Enhancements and Emerging Best Practices
WorkView, Hyland’s Low-Code Application Development Platform continues to regularly receive new enhancements, features, and functionality in every OnBase release. As the platform evolves, so do the best practices and strategies to support the solution. Learn the latest and greatest enhancements to WorkView in recent builds of the software, as well as how to best implement these enhancements into existing and new applications. This course will keep OnBase professionals current and informed about what is new in WorkView and illustrate the value these enhancements provide. We will identify best practices for designing and configuring applications to maximize and positively influence the user and administration experiences in these solutions.

1:30 PM - 5:00 PM
561 Advanced Unity Forms
Unity Forms are easy to build, but that doesn't mean they have to be simple. Add robust functionality to your Unity Forms with new features available in OnBase. In the Advanced Unity Forms course we'll explore the latest features available in Unity Forms: make forms easier to use with Cascading Datasets and Calculated Fields; add dynamic functionality to your forms with Custom Actions; use Signatures to verify form values; use the Drawing Control to capture graphical information on your forms; and more!

562 Expanding Your Stout Solution with WorkView New
Create a WorkView solution that takes online forms containing multiple items purchased, and converts them into a series of related WorkView objects. Learn how to grant business users the flexibility to change, add or update merchandise offerings on the fly.
563 Healthcare Corrections and Content Conditioning - Realizing the full potential of Workflow New
Join us as we dive into the Healthcare Corrections as well as the Content Conditioning solutions implemented at many healthcare organizations. In this course we will review the logic and use of these workflows to ensure your healthcare organization is making the most of your existing OnBase Workflow solutions.

564 OnBase Integration for Workday New
In this session, we'll showcase how Hyland AP for Workday, Integration for Workday Student, and Hyland for Workday Extend can transform your solution. These three integrations facilitate document capture, validation checks, synchronization of data, and automated management all in line with your current Workday solution, as well as provide your Workday screens with one-click access to your documents. Join us to learn how to supercharge your existing Workday solution.
565 Self-Paced Labs: Exploring the Latest Functionality

This course allows you to complete self-paced labs, supported by Hyland technical staff. Each lab includes step-by-step guidance with a detailed explanation to help ensure you comprehend the process. So whether you want to expand upon what you've learned in class or explore a new product or functionality, this hands-on lab environment is the perfect opportunity for you. .

Click here to view available Self-Paced Training Labs.

Note: These labs will be available on Premium Subscription after the conference.
566 Unity Combined Viewer
Combined Viewer allows you to reduce the amount of screens and clicks to find the most critical content that's relevant to your business process - combining Documents, Workflow Queues and WorkView Filters into one configurable, combined interface. Users will also see how to create their own personalized queries, flag documents for later review, see a list of recently viewed documents, and the ability to import in context for a one of a kind end user experience. Come learn about this amazing, game-changing OnBase functionality!

567 Workflow Placeholders Creative Solutions for Challenging Business Requirements New
Have you ever heard the term “Placeholder form, document or item” used in the context of Workflow? What about Proxy document? This advanced workflow technique has been used by Workflow developers to solve some rather interesting business problems over the years. Generally, a document, form or WorkView object is sent to workflow Life Cycle and used in-place of or as a representation of multiple other content items. Within this course we will explore multiple examples of business problems and build potential solutions using Workflow Placeholders.