OnBase

Documents that are comprised of multiple pages are expected to have all pages indexed at the same time. Having a document that consists of multiple file formats are to be treated as individual documents. This approach adheres to best practices as recommended for OnBase and ensures future documents can be leveraged with workflows.

• Removing blank or unnecessary pages that are scanned in should be removed during the time of scanning or indexing.
• Appending one or more pages to the document is not supported.
• Reordering pages is recommended prior or during the indexing process.
• Once a document is indexed, the order of the pages is preserved as is.
• If pages need to be removed from a PDF, it is recommended that you remove the pages prior to indexing the document into OnBase.

Certain documents are submitted to workflows shortly after they are indexed into the system. This allows requirement fulfillment, checklists to be completed, or even approvals for forms.

1. Registrar Grade Change automates the faculties current process for a students’ grade to be changed (increased). This workflow utilizes a customized, secure, electronic form that receives/updates Banner data and includes notifications.
2. Financial Aid Checklist which provides a secure web form for students to upload financial aid documents into OnBase. This workflow verifies the checklist requirements are met and once approved or rejected updates Banner, this drastically reduces the manual work of scanning and tracking documents.