OnBase
OnBase is 快活林性息鈥檚 primary enterprise document management system, and听a major technology component of 快活林性息鈥檚 eProcess+ initiative to reduce risk, improve productivity, efficiency and customer service by eliminating paper-based tasks.
Using OnBase, data and documents can be stored in one location where data is processed according to 快活林性息 business rules, exchanges are made with data, and documents can connect to core business applications such as finance, SOLAR HR and Student. Documents typically stored in OnBase contain听Level 1 confidential data听and eSignature approvals and review can be configured using automated workflow.
Capture - Scan/Import/Sweep
Scanning forms, adding email records and email attachments, including information from other systems is all part of the OnBase capture capabilities.
Manage
Managing data within OnBase means working with the documents in the system based on the business rules set up. This includes routing for processing and approving.
Access
There are several ways to access OnBase information to get users what they need. The Unity and Web clients are the primary access points used at 快活林性息.
Integration
OnBase currently integrates with other systems to exchange data and interact.
Measuring
OnBase has built in measures such as the folder structures, templates, and status views to make the data more usable and meaningful.
Storage
OnBase encrypts, stores, retains and can destroy data based on needs.
The university uses OnBase in various ways to perform document storage, routing and to obtain eSignatures.
Documents
- Confidential documents that enter the university in paper form are scanned and stored in OnBase.
- OnBase is often used when documents requiring workflow routing.
Forms
- Forms that contain听Level 1 confidential data听are processed through OnBase.
- Paper forms that can transition to electronic forms can be processed through OnBase.
If you're new to OnBase, it's best to familiarize yourself with some of the terms used when working with OnBase.听
Capture
Capture is the process of adding paper or electronic documents into OnBase.
- Scan: paper documents that are added to OnBase using a scanner
- Import: electronic files that are added to OnBase one at a time
- Sweep: batches of electronic files that are added to OnBase
Cross-reference
Allows easy navigation between related document types without using document retrieval.
Document Type
A unique type of document with its own keywords (e.g. invoice, transcript, direct deposit form).
Document Type Group
Represents a logical grouping of document types (e.g. Human Resources, Student Records, Purchasing).
Index
Generally included as a function while capturing, indexing is the process by which document content is assigned relevant keyword values and unique identifiers. Indexing helps in document lookup and retrieval.
Keywords
User defined values used to identify and search for documents (e.g. 快活林性息 ID, last name, invoice number).
Retrieval
Searching for documents by selecting a听document type and entering keyword values.
Workflow
OnBase workflow provides automatic processing and routing for documents based on business rules.
Getting Started
To request OnBase access, an OnBase Access Request needs to be submitted.听
The Unity Client is user-friendly and is installed on and accessed from a workstation.听
听
Supported Operating Systems for Unity Client
- Windows 8.1 or later
Hardware Requirements
| Component | Minimum |
|---|---|
| CPU | 1.6 GHz, 2-core 2.4 GHz or faster, 2-core |
| Memory (RAM) |
4 GB |
| Free Hard Disk Space (for installing and running the Unity Client) | 800 MB |
| Screen Resolution |
1280 x 768 1280 x 1024 (1440 x 900 widescreen) |
| Graphics Card |
128 MB 256 MB with hardware acceleration support |
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OnBase Login
OnBase 22.1.20: Using a supported browser, you can log in to the Web client.听
The Web Client is accessible through the web and has a slightly different look and feel from the Unity Client.
Supported Browsers for OnBase Web Client
OnBase Web Client: Supported Browsers for Mac OS
| Browser | Version |
|---|---|
| Apple Safari | 15.0 or greater |
OnBase Web Client: Supported Browsers for Windows OS
| Browser | Version |
|---|---|
| Google Chrome | 101 or greater |
| Microsoft Edge (on Chromium) | 101 or greater |
| Microsoft Internet Explorer | 11 |
| Mozilla Firefox | 100 or greater (for ESR 91 and newer) |
听
View听听using a Mac or Windows computer.
To access training, register on the听.
Once you have registered, use the same log in information to access听. Access to training content can take up to 48 hours.
For assistance with听, please email听curriculum@csun.edu听or call (818) 677-2969.
To report issues or request help, use this form to听听ticket directly to our team.