onbase workflow - key technology for driving process ......onbase workflow investment • you have...
Post on 18-Apr-2020
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OnBase WorkFlow -
Key Technology for Driving Process
Efficiency
James Leneschmidt, CTO
OnBase Workflow Investment
• You have already made the investment
• Examples of functionality that can be leveraged to drive efficiencies – Pending
– Prompting the user once
– Notifications
– DocPop / FolderPop
– eForms which empower the Business User
– Keeping logs with eForms
– Augment your line of business application
– LoginFormProc
• Leverage it across the enterprise – Human Resources
– Finance
– Marketing
– Help Desk
– Issue Tracking
Pend Functionality
• Case eForm is routed in workflow
• Case eForm is “Pended” until time has lapsed or until a new related document comes in
• After above, eForm is routed to the ‘New Mail’ queue. The related document is marked as unread (using a keyword in the auto-name string.)
• Example
Don’t Input Repeated Values
• The “Doc – Is First or Last Document” workflow rule is useful when executing a task on multiple documents.
• Prompt the user to enter a value only once per execution instead of once per document.
• Use only if the value being entered will be on all documents.
• Example
Use Notifications
• Casual users of OnBase Workflow get
notifications with a link to the OnBase
document to take them into Workflow to
work the document
• No need for them to monitor a queue
• Keep them in their mail client
• Very little training
• Example
DocPop and FolderPop
• DocPop to Document
• WorkflowPop to Document in Workflow
• FolderPop for a more holistic view of client
• Use in combination with Notifications
• FolderPop Example
Empower the Business User
• Create eForms, which Workflow rules and
actions use, to allow business users to affect
how documents are routed and work is
assigned.
• Scenario: Issue with specific vendor
Keeping logs with eForms
• Use eForms to creating simple data tracing
application
• Leverage OnBase’s ability to export a list of
documents to an Excel file to create a report
for further manipulation within Excel – i.e.
pivot tables, etc.
• Example
Augmenting Your LOB Application
• Leverage Application Enabler to quickly configure DocPop/ WorkflowPop and FolderPop to “image enable” your LOB without programing
• Augment it if it does not offer a way to handle your organization’s processes
• Use OnBase Workflow along with your LOB to fill gaps
• Scenario – HR Review Process
HR Review Example
HR Review Example Continued
HR Review Example Continued
Workflow Examples
• Travel Approval
• HR Reviews
• Invoice Approval
• Budget
• eForm for notes as case is being passed
along for collaboration
• Conference queue with projector
Questions
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