We recently hosted an educational webinar with the help of Caleb Wederquist, ECM Lead Analyst for the State of Nebraska, along with OnBase evangelist, Colleen Alber. They helped us share some great tips and tricks for the OnBase Unity Client and with their vast experience using OnBase, the audience learned a lot along the way! In the spirit of efficiency and simplifying business processes, Caleb and Colleen were eager to share their knowledge.
If you have some time, make sure to watch the full webinar in the link below where you can actually see how to implement all of these tricks. You can also listen in on questions that came up during the presentation that you may have even come across yourself.
1. Personalizing Dashboards:
Especially helpful for employees who may not work in OnBase every day, dashboards can be customized with particularly relevant forms, lists, links and more. Managers can actually upload “tiles” of information they know certain people need regular access to, right on their dashboard. These tiles can be color coordinated, include specific document types and even display a description in the center telling the user what information they can find within it.
2. Troubleshooting:
Ever had a glitch run through your system that forces you to shut down? It can happen from time to time and explaining what went wrong to a support member can be difficult. This is where troubleshooting comes in. Simply go to your OnBase file window and select “troubleshoot” to see a complete breakdown of your activity in OnBase prior to and after shutting down. You can send this list to a service technician who can then trace it all back and fix the problem for you.
3. Custom Queries:
While queries are usually set up in advance by your OnBase technicians or analysts, they can still contain hundreds of entries. To help narrow those down even further, add filters like date ranges, document types, general keywords and more to take a list from 500 to 10 in seconds.
4. Staple Note Type:
Sometimes documents have other relevant, parent documents associated with them. To easily pull up these doc’s while using another, add a staple note type and link the documents to that file. For example, if you are reading an upgrade manual which has additional documents like checklists and product information, you can staple them to the file and open them right there when needed.
5. Reference Lists:
By selecting all of the documents in a folder that you need, you can then go to your file window and chose “send to CSV. File”. Select the columns you would like to include and save it to your computer. Now each document is neatly filed into one excel spreadsheet. You can also take it a step further and check “DocPop URL” before saving. This automatically creates a DocPop URL for each document allowing OnBase users to click that link directly from the excel sheet and be taken to the original document in OnBase.
