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OnBase Workflow Implementation Report

A Workflow Implementation Report (WIR) is an overview document containing basic information about your OnBase and OnBase Workflow solutions and the business process that the Workflow solution was built to support. WIRs are a great resource when evaluating, upgrading, or expanding your solution. They are also helpful when familiarizing new employees with your solution.

Associated Certifications

This report is associated with the following certifications:

How do I complete and submit a WIR?

This short report template (Word Doc) can be downloaded by clicking the “Download WIR Template” button at the top of the page. Save the report template (Word Document) to your desktop and complete it using the template fields. Your completed WIR should be sent to installation_report@onbase.com (Word or PDF format). The Training.OnBase.com team will review your report, and you will be notified within 10 business days of its status and your next steps.

Which OnBase Certifications require a WIR?

A WIR is required for the OnBase Certified Workflow Engineer (OCWE) certification.

Who needs to complete a WIR?

Completing the WIR is meant to be a collaborative process; any member of your team who works with your OnBase solution should contribute to the WIR. However, each team member must submit his/her own copy of the WIR for certification purposes. Any member of your team who administers or maintains your OnBase solution should have access to the WIR.

Why should I share the information in the WIR with Hyland Software?

We share your WIR with our internal Technical Support for diagnostic and troubleshooting purposes. We value your security and will not share your information outside of Hyland Software.

Additional Questions?

If you have any further questions, send us an e-mail at training@onbase.com.