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ONBASE TRAINING - University of Texas at Dallas · 2018-10-25 · create your future What is OnBase...

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create your future www.utdallas.edu ONBASE TRAINING
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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

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

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

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

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

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

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

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

create your future www.utdallas.edu

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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

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

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

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

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

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

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

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

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

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

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

create your future www.utdallas.edu

Print

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

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

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

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

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

create your future www.utdallas.edu

Packing Slips


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