This course is designed to equip participants with the skills and knowledge needed to effectively manage documents, automate workflows, and support organizational processes using the OnBase platform. Participants will learn how to use OnBase to centralize information, streamline approvals, enhance data accuracy, and improve both field and office operations across a variety of departments.
Through a series of interactive sessions, participants will gain practical experience with core OnBase functionalities, including document retrieval, structured foldering, workflow configuration, WorkView case management, and secure information sharing. They will also learn how to design and manage automated processes, capture and organize field documentation, and apply best practices for long-term records and lifecycle management.
Upon completion of this course, participants will have gained the following skills:
- Effective document organization and retrieval using OnBase search tools, indexing, queries, and folder structures.
- Ability to design, build, and test workflow automations that streamline routing, approvals, and case processing.
- Improved accuracy and consistency in capturing and managing field and office documentation.
- Skills to create and maintain case-based records using WorkView for licensing, inspections, and operational tracking.
- Best practices for secure internal and external information sharing, including permission management and audit considerations.
- Understanding of retention, records management, and lifecycle governance within the OnBase environment.
This course is ideal for administrative staff, department leads, workflow owners, and anyone involved in document-heavy processes or digital transformation initiatives. With the skills learned in this course, participants will be able to streamline operations, reduce manual work, and improve organizational efficiency using the OnBase platform.