ONBASE TRAINING - University of Texas at Dallas · 2018-10-25 · create your future What is OnBase...
Transcript of ONBASE TRAINING - University of Texas at Dallas · 2018-10-25 · create your future What is OnBase...
![Page 1: ONBASE TRAINING - University of Texas at Dallas · 2018-10-25 · create your future What is OnBase : Create, Manage and Retrieve • Document management system • Store documents](https://reader034.fdocuments.in/reader034/viewer/2022042122/5e9d59b0a7904d5df723c9f2/html5/thumbnails/1.jpg)
create your future www.utdallas.edu
ONBASE TRAINING
![Page 2: ONBASE TRAINING - University of Texas at Dallas · 2018-10-25 · create your future What is OnBase : Create, Manage and Retrieve • Document management system • Store documents](https://reader034.fdocuments.in/reader034/viewer/2022042122/5e9d59b0a7904d5df723c9f2/html5/thumbnails/2.jpg)
create your future www.utdallas.edu
What is OnBase : Create, Manage and Retrieve
• Document management system • Store documents securely and electronically in a central
location • User friendly interface that allows easy retrieval of
documents • Documents can be viewed, printed, emailed, and have
notes added to them • Workflow module for departments that want to use
OnBase to process documents
![Page 3: ONBASE TRAINING - University of Texas at Dallas · 2018-10-25 · create your future What is OnBase : Create, Manage and Retrieve • Document management system • Store documents](https://reader034.fdocuments.in/reader034/viewer/2022042122/5e9d59b0a7904d5df723c9f2/html5/thumbnails/3.jpg)
create your future www.utdallas.edu
Login
![Page 4: ONBASE TRAINING - University of Texas at Dallas · 2018-10-25 · create your future What is OnBase : Create, Manage and Retrieve • Document management system • Store documents](https://reader034.fdocuments.in/reader034/viewer/2022042122/5e9d59b0a7904d5df723c9f2/html5/thumbnails/4.jpg)
create your future www.utdallas.edu
Document Retrieval Dialog Window Layout
• Document Type Groups • Document Types • Dates • Keyword
![Page 5: ONBASE TRAINING - University of Texas at Dallas · 2018-10-25 · create your future What is OnBase : Create, Manage and Retrieve • Document management system • Store documents](https://reader034.fdocuments.in/reader034/viewer/2022042122/5e9d59b0a7904d5df723c9f2/html5/thumbnails/5.jpg)
create your future www.utdallas.edu
OnBase Document Retrieval 1. Document Type Groups:
• Document type groups are groups defined by our organization
• A group is a general heading
for specific types of documents
• Ex. Inventory and Surplus control
![Page 6: ONBASE TRAINING - University of Texas at Dallas · 2018-10-25 · create your future What is OnBase : Create, Manage and Retrieve • Document management system • Store documents](https://reader034.fdocuments.in/reader034/viewer/2022042122/5e9d59b0a7904d5df723c9f2/html5/thumbnails/6.jpg)
create your future www.utdallas.edu
• There are two document type
groups:
– Central Receiving Mail Services (CRMS)
– Inventory and Surplus Control (ISC)
![Page 7: ONBASE TRAINING - University of Texas at Dallas · 2018-10-25 · create your future What is OnBase : Create, Manage and Retrieve • Document management system • Store documents](https://reader034.fdocuments.in/reader034/viewer/2022042122/5e9d59b0a7904d5df723c9f2/html5/thumbnails/7.jpg)
create your future www.utdallas.edu
• Anything that has a tag number, you can find it on OnBase.
• Assets can be looked in the following
categories ;
– asset emails – photographs – credit card receipts – custodian update request – custody receipts – gift in kind documentation – MISC (miscellaneous) – missing stolen report – property master record – state transfer – transfer forms – vehicle titles
![Page 8: ONBASE TRAINING - University of Texas at Dallas · 2018-10-25 · create your future What is OnBase : Create, Manage and Retrieve • Document management system • Store documents](https://reader034.fdocuments.in/reader034/viewer/2022042122/5e9d59b0a7904d5df723c9f2/html5/thumbnails/8.jpg)
create your future www.utdallas.edu
Zoom In Zoom Out
Next Document
Fit Width
Actual Size
Fit in Window
Previous Document
![Page 9: ONBASE TRAINING - University of Texas at Dallas · 2018-10-25 · create your future What is OnBase : Create, Manage and Retrieve • Document management system • Store documents](https://reader034.fdocuments.in/reader034/viewer/2022042122/5e9d59b0a7904d5df723c9f2/html5/thumbnails/9.jpg)
create your future www.utdallas.edu
Custodian Update Receipt
![Page 10: ONBASE TRAINING - University of Texas at Dallas · 2018-10-25 · create your future What is OnBase : Create, Manage and Retrieve • Document management system • Store documents](https://reader034.fdocuments.in/reader034/viewer/2022042122/5e9d59b0a7904d5df723c9f2/html5/thumbnails/10.jpg)
create your future www.utdallas.edu
Asset Photographs
![Page 11: ONBASE TRAINING - University of Texas at Dallas · 2018-10-25 · create your future What is OnBase : Create, Manage and Retrieve • Document management system • Store documents](https://reader034.fdocuments.in/reader034/viewer/2022042122/5e9d59b0a7904d5df723c9f2/html5/thumbnails/11.jpg)
create your future www.utdallas.edu
Credit Card Receipt
![Page 12: ONBASE TRAINING - University of Texas at Dallas · 2018-10-25 · create your future What is OnBase : Create, Manage and Retrieve • Document management system • Store documents](https://reader034.fdocuments.in/reader034/viewer/2022042122/5e9d59b0a7904d5df723c9f2/html5/thumbnails/12.jpg)
create your future www.utdallas.edu
Gift in Kind Documentation
![Page 13: ONBASE TRAINING - University of Texas at Dallas · 2018-10-25 · create your future What is OnBase : Create, Manage and Retrieve • Document management system • Store documents](https://reader034.fdocuments.in/reader034/viewer/2022042122/5e9d59b0a7904d5df723c9f2/html5/thumbnails/13.jpg)
create your future www.utdallas.edu
Packing Slips
![Page 14: ONBASE TRAINING - University of Texas at Dallas · 2018-10-25 · create your future What is OnBase : Create, Manage and Retrieve • Document management system • Store documents](https://reader034.fdocuments.in/reader034/viewer/2022042122/5e9d59b0a7904d5df723c9f2/html5/thumbnails/14.jpg)
create your future www.utdallas.edu
Login
![Page 15: ONBASE TRAINING - University of Texas at Dallas · 2018-10-25 · create your future What is OnBase : Create, Manage and Retrieve • Document management system • Store documents](https://reader034.fdocuments.in/reader034/viewer/2022042122/5e9d59b0a7904d5df723c9f2/html5/thumbnails/15.jpg)
create your future www.utdallas.edu
Document Retrieval Dialog Window Layout
• Document Type Groups • Document Types • Dates • Keyword
![Page 16: ONBASE TRAINING - University of Texas at Dallas · 2018-10-25 · create your future What is OnBase : Create, Manage and Retrieve • Document management system • Store documents](https://reader034.fdocuments.in/reader034/viewer/2022042122/5e9d59b0a7904d5df723c9f2/html5/thumbnails/16.jpg)
create your future www.utdallas.edu
OnBase Document Retrieval 1. Document Type Groups:
• Document type groups are groups defined by our organization
• A group is a general heading
for specific types of documents
• Ex. Inventory and Surplus control
![Page 17: ONBASE TRAINING - University of Texas at Dallas · 2018-10-25 · create your future What is OnBase : Create, Manage and Retrieve • Document management system • Store documents](https://reader034.fdocuments.in/reader034/viewer/2022042122/5e9d59b0a7904d5df723c9f2/html5/thumbnails/17.jpg)
create your future www.utdallas.edu
• There are two document type
groups:
– Central Receiving Mail Services (CRMS)
– Inventory and Surplus Control (ISC)
![Page 18: ONBASE TRAINING - University of Texas at Dallas · 2018-10-25 · create your future What is OnBase : Create, Manage and Retrieve • Document management system • Store documents](https://reader034.fdocuments.in/reader034/viewer/2022042122/5e9d59b0a7904d5df723c9f2/html5/thumbnails/18.jpg)
create your future www.utdallas.edu
• Anything that has a tag number, you can find it on OnBase.
• Assets can be looked in the following
categories ;
– asset emails – photographs – credit card receipts – custodian update request – custody receipts – gift in kind documentation – MISC (miscellaneous) – missing stolen report – property master record – state transfer – transfer forms – vehicle titles
![Page 19: ONBASE TRAINING - University of Texas at Dallas · 2018-10-25 · create your future What is OnBase : Create, Manage and Retrieve • Document management system • Store documents](https://reader034.fdocuments.in/reader034/viewer/2022042122/5e9d59b0a7904d5df723c9f2/html5/thumbnails/19.jpg)
create your future www.utdallas.edu
Zoom In Zoom Out
Next Document
Fit Width
Actual Size
Fit in Window
Previous Document
![Page 20: ONBASE TRAINING - University of Texas at Dallas · 2018-10-25 · create your future What is OnBase : Create, Manage and Retrieve • Document management system • Store documents](https://reader034.fdocuments.in/reader034/viewer/2022042122/5e9d59b0a7904d5df723c9f2/html5/thumbnails/20.jpg)
create your future www.utdallas.edu
Custodian Update Receipt
![Page 21: ONBASE TRAINING - University of Texas at Dallas · 2018-10-25 · create your future What is OnBase : Create, Manage and Retrieve • Document management system • Store documents](https://reader034.fdocuments.in/reader034/viewer/2022042122/5e9d59b0a7904d5df723c9f2/html5/thumbnails/21.jpg)
create your future www.utdallas.edu
Asset Photographs
![Page 22: ONBASE TRAINING - University of Texas at Dallas · 2018-10-25 · create your future What is OnBase : Create, Manage and Retrieve • Document management system • Store documents](https://reader034.fdocuments.in/reader034/viewer/2022042122/5e9d59b0a7904d5df723c9f2/html5/thumbnails/22.jpg)
create your future www.utdallas.edu
Credit Card Receipt
![Page 23: ONBASE TRAINING - University of Texas at Dallas · 2018-10-25 · create your future What is OnBase : Create, Manage and Retrieve • Document management system • Store documents](https://reader034.fdocuments.in/reader034/viewer/2022042122/5e9d59b0a7904d5df723c9f2/html5/thumbnails/23.jpg)
create your future www.utdallas.edu
Gift in Kind Documentation
![Page 24: ONBASE TRAINING - University of Texas at Dallas · 2018-10-25 · create your future What is OnBase : Create, Manage and Retrieve • Document management system • Store documents](https://reader034.fdocuments.in/reader034/viewer/2022042122/5e9d59b0a7904d5df723c9f2/html5/thumbnails/24.jpg)
create your future www.utdallas.edu
Packing Slips