Overview
OnBase Workflow
...
OVERVIEW
intelligently incorporates precise content into the flow of business so it is automatically directed to the right place at the right time. More efficient processes can be mapped to maximize the number of transactions your team is able to process, direct, approve and complete every day. In addition to manual and ad hoc options for defined users, OnBase Workflow’s flexible routing can automatically direct documents to work queues based on linear or parallel process steps, specific data inside documents, and information stored in e-forms or databases.
The Workflow module is an electronic document routing system that processes work more efficiently, quickly and accurately than traditional paper processing. OnBase Workflow is an electronic document routing system that streamlines business processes and is designed to accommodate change quickly. Documents can enter Workflow in a variety of ways, including input processors like COLD, DIP, Document Imaging, and PCL. Documents may also be imported into a Workflow process manually or via an electronic form completed over the Internet. Configurable rules and actions ensure that documents are distributed in a standard, controlled manner and that business rules and practices are followed.
Workflow has the ability to prompt users for input or automatically process documents based on information such as a keyword, document handle (a unique OnBase ID) or document type. Assigning specific users with rights to modify a document's movement
on movement on an ad-hoc basis accommodates exceptions to the configured model. Timers can be employed on queues to make sure documents continue through the process efficiently. Troubleshooting and queue-logging tools allow for error-free, secure configurations.
Configured Configured workflows can be exported to disk for backup and recovery purposes or for distribution to another OnBase system. Workflow is accessible via the Internet when OnBase Web Server is purchased.
...
Applications
Medical Insurance Payment Processing
...
The resolution and payment of invoices is both quick and accurate for you and your vendors.
Proof of
...
Delivery Audit
In the transportation industry, proof of delivery is essential. The faster a company can provide this documentation, the faster they get paid. OnBase Workflow and the Mobile Forms module can be used together to expedite this process.
...
- Requests for Purchase Orders can be submitted through E-Forms.
- Departmental work requests can be submitted through E-Forms. For example, an "Information Systems Request" can be filled out by a user who needs assistance from the organization's IS department. When the E-Form is submitted, an employee is notified. The request can be assigned a status, enabling the originator to check on the progress of the request at any time.
- Office Supplies can be ordered using an E-Form.
- Software bugs can be reported and software enhancements can be requested via EForms.
- Online Questionnaires can be submitted using an E-Form. Answers are standardized and tabulating the results is a more streamlined process.
- Shipping Requests can be made using online E-Forms.