Learning Paths

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WorkView | Case Manager Professional

20 Courses | 16 days, 1 hour, 37 minutes

The WorkView | Case Manager Professional has a good understanding of an organization’s information-centric business processes and the data elements needed for the decision making that drives these processes. Using the data elements identified and by working closely with the business units, the professional should be able to design and implement an entity relationship diagram, showing relationships between categories of data and supporting content that would be tracked within WorkView.

New to OnBase? Consider taking an End User Training course specific to your solution before starting this path.

  • Certifications for a WorkView | Case Manager Professional:
  • Responsibilities of a WorkView | Case Manager Professional:
    • Basic understanding of database design concepts and data modelling design patterns
    • Understanding of the business units’ needs and ability to work with business users to define requirements and design the solution
    • Design and implement Workflow and WorkView applications that are user friendly and easy to support while meeting business requirements to the highest standard and long-term sustainability

Courses in this Path

1

Beginner | 1 hours 30 minutes | Premium

Explore the world of OnBase in this brief, non-technical overview of an OnBase solution and the end user experience. Learn the factors that go into designing, using and deploying an OnBase solution. This course was previously referred to as OnBase 101.

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2

Beginner | 1 hours | eLearning

The Pre-Installation course will introduce you to the basics of ECM in general and OnBase in particular. It will demonstrate an essential process in an organization and how that process can be mapped to an OnBase solution. You'll also learn the fundamental OnBase concepts and how they are used to create a solution. This course is a prerequisite for our OnBase classroom courses such as Introduction to Installation and System Administration.

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3

Beginner | 5 days | Instructor-led

The System Administration course is designed to introduce new and existing OnBase System Administrators to the use, maintenance and administration of OnBase. The class provides in-depth, hands-on experience that directly maps to the day-to-day activities of an OnBase System Administrator. The class also investigates effective maintenance strategies and resources available to OnBase System Administrators.

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4

Beginner | 1 hours 16 minutes | eLearning

Quick Look: Workflow and OnBase Studio is an eleven-part, web-based training series which will walk you through, step by step, the process of building your first Workflow life cycle using OnBase Studio. By the end of this Quick Looks series, not only will you be comfortable using terms like queue, life cycle, notification, rule, and action, you’ll also be able to navigate through OnBase Studio with ease.

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5

Beginner | 48 minutes | Premium

OnBase Studio is a revolutionary tool that makes the job of crafting OnBase Workflow and WorkView | Case Manager solutions faster and easier.

Join OnBase Training’s Studio experts – Matt Discenzo, Jeremy Negrey & Wayne Wernick – as they cover the basics of working with OnBase Studio and demonstrate how to get started with Studio in order to build basic OnBase Workflow & Case Management solutions.

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6

Intermediate | 1 hours 10 minutes | Premium

OnBase Studio provides an intuitive, consolidated interface for the configuration of several OnBase modules and functionalities including Workflow, BPMN, Unity Projects and WorkView. This course focuses on the role of OnBase Studio in Workflow configuration and why it has vastly improved the Workflow administration experience over the OnBase Configuration Client. If you've transitioned your Workflow configuration and administration from the Configuration Client to OnBase Studio or are thinking about it, this is the course for you!

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7

Intermediate | 5 days | Instructor-led

This level one course introduces OnBase End Users and Partners to the processes and tools associated with designing, implementing, modifying and testing OnBase Workflow implementations. Training scenarios require students to employ multiple functions within their Workflow design. The course presents a hands-on approach to understanding the Workflow interface, interactions and possibilities.

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8

Intermediate | 54 minutes | Premium

This course identifies specific techniques to ensure that the discovery for a business process accurately represents the desired process. We will examine the discovery process from the initial information gathering point to building an accurate test plan base that verifies the specific business requirements. Special attention will be given to standard pitfalls that face each workflow discovery team.

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9

Expert | 2 hours 10 minutes | Premium

Best Practices for Workflow Implementation investigates the Hyland Software Professional Services Group methodology specific to the project discovery and implementation of substantial line of business Workflow solutions. The course will take a look at each phase of the implementation process and identify the steps that should be carried out to realize success at the end of a project.

This class is for OnBase Professionals responsible for implementing or supporting an OnBase Workflow solution. Attendees should have some experience with OnBase Workflow administration and/or implementation.

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10

Intermediate | 1 hours 17 minutes | eLearning

Quick Look: Application Enabler is a 10-part, web-based training series which will walk you through, step by step, the process of enabling an application to allow your users to retrieve documents and folders, index documents, create forms and WorkView objects, and access Workflow from OnBase, all from the comfort of their familiar line-of-business application.

By the end of this Quick Look Series you, yes you, will be able to configure an application to seamlessly integrate with the functionality in your organization’s OnBase system. No need to outsource costly custom programming to create a link between your invaluable OnBase system and your vital business application, just you and your OnBase skills can create a programming- free integration that will make the lives of your employees easier.

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11

Intermediate | 1 hours 8 minutes | eLearning

Quick Look: WorkView | Case Manager is a twelve-part, web-based training series which will walk you through, step by step, the process of building your first application using OnBase WorkView | Case Manager.

By the end of this Quick Look Series you, yes you, will be able to build your own WorkView basic application. No need to get the C# developer, the web developer, the SQL guru, or anyone else involved - just you and your OnBase skills can create an application that will make the lives of your employees easier.

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12

Intermediate | 2 hours 29 minutes | Premium

WorkView | Case Manager is Hyland Software’s solution for managing, organizing and displaying data in a retrievable and easy-to-use format. It allows administrators to build applications – inside of OnBase – to manage this data and incorporate it with documents and processes also managed in OnBase.

Join Hyland software trainer Josh Rosso as he offers an overview of how WorkView fits as a piece of a larger solution, defines that components of a successful WorkView solution and examines the configuration of a basic WorkView solution.

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13

Intermediate | 1 hours 20 minutes | Premium

This course demonstrates the use of intermediate-level tools and components for the development of WorkView Case Manager Solutions. First, we focus on dealing with more complex relationships and how they can be supported by specific Class types. Then, we explore the tools available to begin integrating WorkView Case Manger applications more closely with an existing OnBase solution. Lastly, we look at the various options available for notifications and how these notifications can be triggered to support the Applications.

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14

Expert | 1 hours 12 minutes | Premium

This advanced level course demonstrates how to pair WorkView and Workflow to build a more powerful Case Manager Solution. First, we explore some of the ways in which Workflow can complement a WorkView | Case Manager solution. Then, we identify three specific ways Workflow logic can be built into a WorkView application: WorkView actions powered by Workflow System Tasks, Workflow Ad-Hoc Tasks, and WorkView Class Events. Finally, you’ll learn how to incorporate Workflow logic that already exists into a WorkView application.

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15

Intermediate | 5 days | Instructor-led

The WorkView Implementation course is designed to teach students the architecture and configuration techniques for OnBase WorkView| Case Manager Solutions. A critical component of the course is hands-on configuration using OnBase Studio. Students build and are given multiple examples of OnBase WorkView | Case Manager applications to export and take back to the office as references for use in future design and development projects.

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16

Intermediate | 2 hours 30 minutes | Premium

Develop a deeper understanding of the latest features and functionality for WorkView | Case Manager available in OnBase 13. In this course, get hands on with the software, and learn how simply upgrading to OnBase 13 can enhance your WorkView | Case Manager solutions through Filter Dashboards and Summaries, sharing of filters, and much more. You’ll even learn how to configure some of the latest and greatest enhancements such as linking objects to folder types, ad hoc/batch reporting templates, rules-based headers and full-text searching.

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17

Intermediate | 52 minutes | Premium

Case Management continues to be the hottest trend in ECM software.

In this course, we'll demonstrate how the enhancements to WorkView | Case Manager in OnBase 14 make creating and maintaining your Case Management solutions easier and more intuitive.

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18

Intermediate | 33 minutes | Premium

Whether managing service requests, resolving issues or qualifying opportunities, control all aspects of the case including tasks, documents, forms, and events using WorkView | Case Manager. Make better business decisions and maximize productivity by connecting the right people with the right information at the right time.

Join Tech Support’s Mike Walkuski and Michael Hornsby in this Tech Support Training presentation that discusses Troubleshooting Tips and Tricks, Database Information and specific features in WorkView | Case Manager. Take the assessment to get credit on your Training Transcript for participating in this course.

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19

Expert | 1 hours 50 minutes | Premium

With OnBase 13, Workflow functionality has been expanded to include WorkView objects. This greatly increases the capabilities of business process solutions. Learn how WorkView and Workflow combine to create a comprehensive, no-code application that organizations can use to solve many of their existing challenges. Experience nearly 15 new rules and actions that can be leveraged with the new Unity Life Cycle technology.

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20

Beginner | 3 hours 38 minutes | eLearning

This course will help your organization get up and running with OnBase Checklists for Process Control so you can start monitoring & improving important processes as rapidly and self-sufficiently as possible. Important topics for each different role involved in the process are covered so that templates can be built, checklists can be generated & completed, and the review process can take place.

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