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Overview

The OnBase Fund Agreement Notification Workflow is designed to inform identified campus staff when a new fund agreement is imported into OnBase.

 

Accessing the OnBase workflow for Fund Agreement Notifications

  1. Double-click the OnBase Unity client and login using your Carleton network ID and password
  2. Click the Workflow button on the ribbon menu 
  3. Find the Life Cycle titled "Fund Agreements" and click the arrow on the left side to expand it 
  4. Highlight any queues that you would like to review
  5. When done reviewing, find and click the "Close This Layout" button near the top in the ribbon menu 

 

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