PPT-Introduction to eForms and Workflow In OnBase

For the Department Administrators January 2015 Why OnBase As someone in an OnBase Department Administrator role you have the ability to look at all requests that are made within Orgs and Awards that you have access to see. OnBase is built for the future You can be confident that the decision you make today is also the right decision for tomorrow Learn more at OnBasecom OnBase empowers you to innovate in your industry You need to stay competitive in your industry OnBas Brent Kubik, Senior Account Executive. Paul Miller, ECM Services Senior Engineer. Agenda. Goal: Move to Front-End Capture & Workflow. Keep it Simple – Automate Incrementally. AP Workflow Solution Overview. Blaine Smith – bsmith1@emporia.edu. Patty Delmott – pdelmott@emporia.edu. OnBase Approvals – Easy as 1-2-3!. OnBase AP Approvals. 1. ). 2). 3). Accessing OnBase. Approving Documents. Document Retrieval. Instructions. December 2014. E-forms and Workflow. A new system is being rolled out that replaces paper forms or email requests for financial transactions processed by Finance Centers. . The on-line form was developed using OnBase. OnBase is also used as the campus Records Management system and is now in use in several other offices. . . Infoshare. 11/24/2014. Agenda. What is . OnBase. ?. OnBase. at IU – Past, Present and Future. IU’s Electronic Document Management Strategy. Example use cases. New Products. Demo . What should you do if you are interested in . For the Department Administrators. January 2015. Why OnBase. As someone in an OnBase Department Administrator role you have the ability to look at all requests that are made within Orgs and Awards that you have access to see.. Patty Delmott – pdelmott@emporia.edu. OnBase Approvals – Easy as 1-2-3!. OnBase AP Approvals. 1. ). 2). 3). Accessing OnBase. Approving Documents. Document Retrieval. Additional Info. IE Settings / . Workflows. Jackie Semana, Assistant Registrar. Marquis Lee, Office Manager. Amber Gomez, Academic Advisor. Agenda. The Dilemma. The Solution. Questions. Campus Profile. Nevada State College (est. 2002). Patty Delmott – pdelmott@emporia.edu. OnBase Approvals – Easy as 1-2-3!. OnBase AP Approvals. 1. ). 2). 3). Accessing OnBase. Approving Documents. Document Retrieval. Additional Info. IE Settings / . Alliance . Conference. March 19, 2013. “We just need a simple electronic form…”. … and we just need to have their manager approve it…. “All we want to be able to do is have any employee nominate any other employee for a bonus award. All we need to have them do is have them put in the person they’re nominating, why they’re nominating them, and the amount they’re nominating them for.”. June 2015. Version 1.3. Contents. Overview. e. -Forms Administrator Access. System Requirements. Starting Unity. Via Unity . Via Citrix . First Run: Make this Change. Submit an e-Form. . Workflow View. For the Department Administrators. January 2015. Why OnBase. As someone in an OnBase Department Administrator role you have the ability to look at all requests that are made within Orgs and Awards that you have access to see.. CUSTOMERUniversity of Notre DameSIZE11,931 students1430 full-time facultyLOCATIONNotre Dame, IndianaDEPARTMENTS USING ONBASEUndergraduate Admissions Financial AidGraduate SchoolFacilities, Design & Op #Certification #Dumps #Certification_exam_Dumps
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