1. OnBase AP Approvals Blaine Smith – bsmith1@emporia.edu Patty Delmott – pdelmott@emporia.edu

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

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

4.  Email Notification Links  Logging Into OnBase Directly  SkyLab Accessing OnBase

5.  Email Notification Links Accessing OnBase – cont.

6.  Email Notification Links – cont.  WorkflowPop  https://esuobweb.emporia.edu/appnet- html/Workflow/WFLogin.aspx?LifeCycleID=125&QueueID=255# https://esuobweb.emporia.edu/appnet- html/Workflow/WFLogin.aspx?LifeCycleID=125&QueueID=255#  DocPop  https://esuobweb.emporia.edu/AppNet- html/docpop/docpop.aspx?clienttype=activex&docid=1153458&viewerOnlyForSingle=true https://esuobweb.emporia.edu/AppNet- html/docpop/docpop.aspx?clienttype=activex&docid=1153458&viewerOnlyForSingle=true  FolderPop  https://esuobweb.emporia.edu/AppNet/FolderPop/FolderPop.aspx?ID=300614&clienttype=ht ml https://esuobweb.emporia.edu/AppNet/FolderPop/FolderPop.aspx?ID=300614&clienttype=ht ml Accessing OnBase – cont. Single-Click only!

7.  Logging Into OnBase Directly  BuzzIn > OnBase  http://esuobweb.emporia.edu http://esuobweb.emporia.edu Accessing OnBase – cont.

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

9.  SkyLab  http://sky.emporia.edu http://sky.emporia.edu Accessing OnBase – cont.

10.  OnBase Workflow Window Approving Documents

11.  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)

12.  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.

13.  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.

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

15.  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)

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

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

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

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

20.  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, emailing, 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

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

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

23.  Mobile and Mac Users  http://sky.emporia.edu http://sky.emporia.edu  Firefox ESR 24 Firefox ESR 24 Additional Info – cont.

24.  Resources  OnBase Help  Documentation on esuobweb.emporia.edu  Hyland Resources  www.onbase.com/community/ www.onbase.com/community/  www.training.onbase.com/ www.training.onbase.com/  IT HelpDesk  OnBase Admins  Purchasing or Accounts Payable Office Additional Info – cont.

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