Overview
The OnBase Fund Agreement Notification Workflow is designed to inform identified campus staff when a new fund agreement is imported into OnBase.
Accessing OnBase workflow for Fund Agreements - New Agreements
- You will receive an email notification regarding a new Fund Agreement
- Double-click the OnBase Unity client and login using your Carleton network ID and password
- Click the Workflow button on the ribbon menu
- Find the Life Cycle titled "Fund Agreements" and click the arrow on the left side to expand it to show all of your Fund queues
- Highlight any queues that you would like to review
- Individual documents will show in a list in the OnBase "InBox"
- Selecting an individual document will show you the document below in the "Primary Viewer"
- Right-click on any document and choose "Keywords" to see keywords associated to that particular document
- When done reviewing documents in this view, find and click the "Close This Layout" button near the top in the ribbon menu
Accessing Historical Fund Agreements
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- Double-click the OnBase Unity client and login using your Carleton network ID and password
- Click the "Retrieval" button on the ribbon menu
(If your default 'home' layout is already set to this, you may skip this step) - Scroll the list of Document Types to find and click on/select "STEW - Agreement"
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- Recommended - You may optionally input a value into any one of the keywords to filter your results list
Support
Any questions regarding this OnBase Workflow can be directed to Russ Bauer