OnBase AP Approvals Blaine Smith – Patty Delmott –

 OnBase Approvals – Easy as 1-2-3! OnBase AP Approvals 1) 2) 3)

 Accessing OnBase  Approving Documents  Document Retrieval  Additional Info  IE Settings / Off Campus Access / Mobile and Mac / Resources Overview

 Notification Links  Logging Into OnBase Directly  SkyLab Accessing OnBase

 Notification Links Accessing OnBase – cont.

 Notification Links – cont.  WorkflowPop  html/Workflow/WFLogin.aspx?LifeCycleID=125&QueueID=255# html/Workflow/WFLogin.aspx?LifeCycleID=125&QueueID=255#  DocPop  html/docpop/docpop.aspx?clienttype=activex&docid= &viewerOnlyForSingle=true html/docpop/docpop.aspx?clienttype=activex&docid= &viewerOnlyForSingle=true  FolderPop  ml ml Accessing OnBase – cont. Single-Click only!

 Logging Into OnBase Directly  BuzzIn > OnBase  Accessing OnBase – cont.

 Logging Directly Into OnBase – cont. Accessing OnBase – cont.

 SkyLab  Accessing OnBase – cont.

 OnBase Workflow Window Approving Documents

 OnBase Workflow Window – cont. Approving Documents – cont. A) B) C) D) F) A)Click + to expand the Lifecycle B)Click Queue you’ll be working in C)Click Document in the list D)Document is displayed below E)Work Folder shows related documents (can be displayed in 2 nd window) F)Notes associated to the Document G)Ad Hoc Task buttons to route the document E) G)

 OnBase Workflow Window – cont.  Save Button vs. Task Buttons Approving Documents – cont. A) B) A)The Save button is used to save any changes made to the document. B)Task Buttons are used to route/process the document. It is very important to click the save button on the document if any changes were made before routing the document.

 OnBase Workflow Window – cont.  Route to Other User Approving Documents – cont. The Route to other user feature should only be used when the routing deviates from the normal path.

 Retrieving/Querying a Document  Retrieval Tips and Tricks Document Retrieval

 Retrieving/Querying a Document Document Retrieval – cont. A) B) C) D) E) A)Document Type Group – filters Document Types list B)Select Doc Types to search (hold Ctrl or Shift to select multiple) C)Provide a Document Date range D)Provide any keywords to help narrow the search (if necessary) E)Click the Search icon (binoculars)

 Retrieving/Querying a Document – cont. Document Retrieval – cont.

 Retrieval Tips and Tricks  Wildcard = *  Keyword Filter Options  Right-Click Menu Options Document Retrieval – cont.

 Retrieval Tips and Tricks – cont.  Wildcard = * Document Retrieval – cont.

 Retrieval Tips and Tricks – cont.  Keyword Filter Options Document Retrieval – cont.

 Retrieval Tips and Tricks – cont.  Right-Click Menu Options Document Retrieval – cont. Keywords: displays a list of keywords attributed to the document History: displays edit history and workflow history Notes: displays notes associated to the document Send To: saving to file, ing, and creating a DocPop link Create List Report: when multi docs selected, will save a list Workflow: opens workflow or shows the progress of the document in workflow

 IE Settings  Instructions for Setting Up Internet Explorer on esuobweb.emporia.edu  IT HelpDesk Additional Info

 Off Campus Users  esuad\ before your userID (ex: esuad\chornet) Additional Info – cont.

 Mobile and Mac Users   Firefox ESR 24 Firefox ESR 24 Additional Info – cont.

 Resources  OnBase Help  Documentation on esuobweb.emporia.edu  Hyland Resources    IT HelpDesk  OnBase Admins  Purchasing or Accounts Payable Office Additional Info – cont.

 And They Lived Happily OnBase After  Questions? The End