Presentation on theme: "Introduction to eForms and Workflow In OnBase"— Presentation transcript:
1 Introduction to eForms and Workflow In OnBase For the Department AdministratorsJanuary 2015
2 Why OnBaseAs 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.Check the status of requestsSee all requests by type (purchase request, Pcard, MyLS, etc…)Complete a requestReview attachments
3 Access, Notifications and Messages The person who submits a request has the ability to view that request as it makes its way through the process.Department Administrator is a specific role in OnBase. They have access to the OnBase Unity client and can view all requests made against Orgs or Awards to which they have access in the Oracle systems. For someone who does not have this access it can be set up for OnBase only by completing the standard Security Access form section on Reporting.Approvers have access to requests that are sent to them as a part of the process.Notifications:OnBase send notifications to alert people to the status of requests. For example, Submitters receive an when a request is received by the finance center and Approvers receive an when they need to approve. The s contain a link that opens the request and allows the recipient to view the request and related documents.Do not forward a to another person. The is specific to the recipient and will not work for another user. When you need a copy of an contact the Finance Center and they can re-send the .Error Messages:Messages are displayed when OnBase needs additional information or when there is a problem. Yellow messages are informational and Red messages indicate there is a problem that needs to be resolved.
4 Starting OnBaseThe Unity OnBase is secured through the use of the VPN. This is to ensure that sensitive and confidential data cannot be compromised. Before starting an OnBase session you will need to start the VPN client by going to . If you fail to start the VPN the client will not connect. This functionality will be in place in March, 2015.There are Two possible ways to get into OnBaseLaunch the OnBase Client from the ToolbarORSome Outlook installations have OnBase configuredOnBase uses Single Sign On so enter your NetID and Password when prompted.
5 Starting OnBaseTo see requests from your department select Workflow or use Custom Queries or Retrieval to select specific transactions.This takes you into the queues where you see the different requests by type: Pcard, Purchase Request, MyLS, etc…
6 Starting OnBaseYou can change the start page in OnBase to either the Custom Query page, Retrieval page or Workflow.When you are on the page you want as your start page:On the top ribbon select Home in the upper left hand corner and then ‘Make this layout my home page.’
7 Custom QueriesA simple way to look at all requests is to use Custom Queries. Each Request type has a query pre-defined with the most common fields.Dates can be selected from the drop down calendar or typed in MM/DD/YYYYEach line allows you to set the value to equal to =, or does not equal <> , by clicking on the iconUse the wildcard character * to help searchingClick Search in the bottom right hand corner to start the query
8 Using Custom QueriesOnce the query completes you will see a list of resultsDrag any column header into the area at the top of the form to group items togetherNow all the submitters are grouped
9 Using Custom Queries Click on the + to expand the list Double click on the request you wish to see
10 Using Retrieval to Find a Request Use the Retrieval function from the top ribbon to define your own searches.Begin by selecting the Document Type, for example Procurement/AP or Payroll.Next select the e-Form or specific related document you are searching for.By starting with the e-Form you can always get to the related documents.Like on the Custom Query us the Operators and wildcards to narrow the search.
11 Using Retrieval to Find a Request When performing a search you many see a set of double arrow heads. Click to expand and see the additional search fields.
12 Workflow ViewAfter clicking on the Workflow icon on the top ribbon you will be taken to the workflow queues.Open a queue by clicking on the arrowEach queue will show how many requests are in each statusHighlight the request you want to see and it will be displayed in the window at the bottom
13 Workflow ViewWhen you are in the Pending Submission, Additional Information and Pending Approval queues you will be able to see other department’s requests within the queues for:, Additional Information, etc. with an explanation that theyYou will not be able to open the requests unless they have security access for information on that form.
14 Adding Documents to a Request Open WorkflowHighlight the request to which you want to add a documentSelect the “Import Document” icon on the top menu bar to upload related documentsThis will open a window where you provide related keywords for the document.Browse and select the document to be attached.Add any related Keywords.When on a request the attachments will not be seen from within the eForm unless the “Related Items” tab is selected