OnBase with Workflow User Manual
Contents
1. Please select your Novell ID from the list below Remove Case Number Case Manager Cases 1 250 Case Numbers r a E MANAGER gt Cancel Add SSM Stop Monitoring all Eases CONFIGURING WORKFLOW TO OPEN AUTOMATICALLY To set Workflow to launch automatically when you open OnBase 1 Select User User Options zo OnBase Client OBSERVER Workflow aZ File Document User Processing Admin WorkFlov amp EL B a A m vetonr CERLE A Case Docume Bm Case Reassigi h CSEA Deleted i i CSEA Docume Bd CSEA Emancir 2 CSEA Follow amp amp is CSEA Modific gy CSEA WF Dist amp E IM Applicatior amp T8 IM Deleted Dc Workflow Text Search Results Print Queue Trash Can Mailbox Locked Objects Envelopes k User Options Workstation Options Change User Calendar Change Password Toolbars d dd Modify Tool Item 2 In the Display Components section select the Workflow on Startup option 2010 Northwoods Consulting Partners Inc Page 51 of 55 Do not duplicate or distribute without permission OnBase with Workflow User Manual Workflow 3 Make sure the Iconized options are cleared User Options Retrieval Default Date Document Storage Default D ate General Startup Document Workflow Combined View Launch on Startup Mail Trash Can Local Print Queue2. Custom Query List Hatrieval Dialog Open File Cabinets Workflow Iconized Workflow on Startup 4 Click OK Page 52 of 55 Qn NORTHWOODS 2010 Northwoods Consulting Partners Inc Do not duplicate or distribute without permission OnBase with Workflow User Manual Workflow Qn NORTHWOODS CONFIGURING WORKFLOW TO OPEN A SPECIFIC FOLDER AUTOMATICALLY To set Workflow to automatically open a specific folder when it launches 1 Select User Workstation Options 4 OnBase Client DBSERVER Workflow ag File Document User Processing Admin Workflow Er E EE Ga p retos H 4 Case Docume Hin Case Reassigl fi CSEA Deleted EB CSEA Docume yt CSEA Emancir 22 CSEA Follow ds CSEA Modifica EA CSEA WF Dist amp E IM Applicatior t f IM Deleted Dc workflow Text Search Results Prink Queue Trash Can Mailbox Locked Objects Envelopes k User Options Workstation Options Change User Calendar Change Password Toolbars k 4dd f Modify Tool Item Bp IM Documents Received Click on the Workflow Display Options tab From the Work Queue list select the folder you want to open automatically In the example below we selected BCSE Follow up Tickler CFT My Documents for Today Workstation Options Startup Document Import Window Display Options Document E Mail Font Mapping VB Scripts Workflow Display Options
3. satus Pane Order Colors Print Queue Mapping Print Server Queues Path Redirection Inbox 5 Percent york flow Percent User Interface Restore Default Display Auto Open Queue Work Queue Percent Inbox Percent Folder Filter Options Use Persistent Filters Additional Options Show Workflow Menu Initial Graphic oom Graphic Update Refresh tree counters Display second pane IBCSE Follow up Tickler CFT My Docume Show Assigned To Column for LB Queue Reuse Top level Window For Displaying Document 4 Click OK 2010 Northwoods Consulting Partners Inc Do not duplicate or distribute without permission Ms Adueue Mame User Mame Document Count Filter Accelerators Action Answer es bul Accelerator Key None User Interface Page 53 of 55 OnBase with Workflow User Manual Workflow QU NORTHWOODS RESTORING YOUR WORKFLOW WINDOWS Workflow windows can sometimes appear to be missing or may get moved from their default location To reset your windows 1 Right click in the Workflow Tool Bar and select Display Restore Default Display l Bl SB 8l eF G05 Workflow toolbar fa E E i 25 Py Life Cycle View gen o ow too ba w Document pde Case Document Notifications w User Interaction He Case Reassignment LC st Work Folder ce CSEA Deleted Documents w Tools ee CSEA Documents Received Bd CSE4 Emancipations H CS
4. 04 03 2008 13 34 40 gm Queue DIR My Documents Received User MANAGER Count 3 IN Page 46 of 55 2010 Northwoods Consulting Partners Inc Do not duplicate or distribute without permission au NORTHWOODS OnBase with Workflow User Manual Workflow MOVING THE WORKFLOW WINDOWS OUT OF ONBASE You can move your Workflow windows outside of OnBase This is helpful when you are using the dual monitors 1 Click on the Grippers 2 Drag a Workflow window for example Document Name completely outside of OnBase The window s will be separate from Workflow until you move it back into OnBase Documents acument Name 2132 Affidavit Replace 1111111 1 11 2008 11 12 40 3536 EMT ELIGIBILITY FORM 02 28 2008 15 53 03 E INCEARNED 1111111111 N 04 03 2008 13 24 40 5 ub Queue DR My Documents Received User MANAGER UsiNG SYSTEM TASKS IN ONBASE oystem Tasks allow you to take action on documents Typical System tasks are e Add To My Documents Received Workflow users only e Add to My Follow up Tickler Workflow users only e Mark to be Deleted Add to My Documents Recenved System Tasks available outside of Add to My Workflow Follow up Tickler Mark to be Deleted 2010 Northwoods Consulting Partners Inc Page 47 of 55 Do not duplicate or distribute without permission OnBase with Workflow User Manual Workflow Qn NORTHWOODS UsiNG AD Hoc TASKS IN WORKFLOW Ad
5. 1111111111 NORTHWOOD 8 When you perform a query its history is listed in the lower left pane To go back to a previously visited query click on the selection In the example shown here we performed two queries You can move back and forth among the query results by clicking each query aaa 5 39 Custom Query Selection My Custom Queries Enter a case number SSN or name to search for all documents for that case or person then click Find or press Enter on your keyboard gy All Custom Queries All CSEA Docs by Case Manager e Keywords 4 All CSEA Docs by Case No SSN Name or amp s All CSEA Docs by Document Source CASE NUMBER EJ And All CSEA Docs Submitted By sn C ne All Docs by Case Number SSN or Name EJ Anal a All Docs Submitted By June 200 FIRST NAME E And amp All Documents by Source New Mail E EH LAST NAME And ce Unit Rosters lt gt IL All Docs by Case Number SSN or Name CASE NI All Docs by Case Number SSN or Name CASE Clear Clear Keywords 2010 Northwoods Consulting Partners Inc Page 7 of 55 Do not duplicate or distribute without permission OnBase with Workflow User Manual OnBase Qj NORTHWOODS 9 Optional Right click on these searches and select Launch Viewer This allows you to view a document without having to double click on it The search list resides at the top of this window while the document can be viewed below 3528 Healt
6. Initial 0 E DR Verification 0 z e DR Missing Information Public 0 L ife Cyc le fo d e rs My Documents Received 3 E DR My Documents Pending 0 fp DR My Adverse Documents 0 fim a 2A ent of Job and Family Se dicii E iR Move to My Documents Pending Ad Hoc Tasks A Move to My Adverse Documents Healthchek information has been given to me JOH 123 MAIN ST WIL Address 0 2132 Affidavit Replace 1111111 17 11 2008 11 13 40 er Optional Telephone 3536 EMT ELIGIBILITY FORM 02 28 2008 15 53 03 i i i l E INC EARNED 1111111111 N 04 03 2008 13 34 40 Document Name ndior myself GS gimi gt Move to Follow up Tickler parry 7 X 7 n TE Sa F Health Screening Services Dental Services F Help in making Medic xs Queue DA My Documents Received User MANAGER Count 3 Including physical exams Name of Doctor Dental Appointments B Vision Services Name of Dentist Transportation to Medi Hearing Services Dental Appointments Move to Another Case Manaaer Birth date SSN or Medi Action Window Please answer the following questions Are your children s immunizations and well child exams up to dat Please give us the names of your children s current doctor dentist amp 3528 HealthChek 1111111111 NORTHWOODS JOHNNY 111 11 1111 INC Eamed 1111111111 NORTHWOODS JOHNNY 111 11 1111 047 ENUM I
7. 111 11 1111 04 due Y i 7092 CSEA Good Cause 1111111111 NORTHWOODS JOHNNY 111 1 m ene Tenn Is the r omi soing to a d linte for the 7 YES NO IE SD Spend Down Cash Receipt 1111111111 NORTHWOODS JOHNNY vin gioi denarii cie vd d E M Do vou need other social services YES Specify X sa ue or Rl 2010 Northwoods Consulting Partners Inc Page 41 of 55 Do not duplicate or distribute without permission OnBase with Workflow User Manual Workflow QU NORTHWOODS FILTERING YOUR DOCUMENTS Filtering documents allows you to view only a specific group of documents in a Workflow folder based on case number SSN or last name This can be very helpful when you have several documents in a folder To temporarily display only documents for a single case number 1 Select the folder you want to filter for example DR My Documents Received 2 Click on the Filter button on the Workflow Tool Bar and choose the appropriate Filter option for example Filter by Case Number SSN or Name Filter by Case Mumber SSM or Mame f Filter by Follow up Date 1 Ret Mew Mail rr g 3 Enter a case number SSN or last name in the appropriate Action window field In this example we entered a case number of 1111111111 4 Click Apply Please enter a Case Number S SM ar Last Mame and click Apply Case Number sol Last Marne Cancel Page 42 of 55 2010 Northwoods Consulting
8. Document Type Group Document Type Eia tei File Type Image File Format ki Document D ate 242242010 HH Keywords SSN 111 11 1111 CASE NUMBER 1111111111 FIRST HAME JOHNNY LAST NAME NORTHWOQCOS FIN 111111111 CIL ACTION NUMBER 11111111111111111 EsSTERNAL CASE NOM 11111111111 FOLLOWUP DATE 0170172011 38 Hedndes Clear Keywords 2 If the Keyword has predefined values for example CASE MANAGER click on the drop down arrow to select the new value from the list If the Keyword does not have predefined values delete the old value and type in the new value 3 Click Re Index Page 18 of 55 2010 Northwoods Consulting Partners Inc Do not duplicate or distribute without permission Qj NORTHWOODS ADDING A KEYWORD OnBase with Workflow User Manual OnBase To add a second value for an existing Keyword 1 Double click on the field name to produce a second field with an entry box In the example shown here we double clicked on the words CASE NUMBER and a second CASE NUMBER field appeared Type in the new value Click Re Index W Re Index Document Document Type Group Document Type File Type Document D ate Keywords SSN CASE NUMBER CASE NUMBER FIRST HAME LAST NAME FIM CIVIL ACTION NUMBER ESTERMNAL CASE NUM 111 11 1111 1111111111 Second Case Number JOHNNY NORTHWOODS 111111111 11111111111111111 11111111111 M Bender Clear Keywords 2010 Nor
9. Partners Inc Do not duplicate or distribute without permission i NORTHWOODS OnBase with Workflow User Manual Workflow Only the documents in the folder with the case number you selected will display in the Document Name window and in the Related Documents window 4 INC EARNED 1111111111 NORTHWOODS JOHNNY 1111 4111 1 04 0 amp tig Queue DR My Documents Received User MANAGER Count 3 t5 3528 HealthChek 1111111111 NORTHWOODS JOHNN 111 11 11111 A gm INC Eamed 1111111111 NORTHWOODS JOHNNY 111 311 1111 04 ENUM INS Citisenship 1111111111 NORTHWOODS JOHNNY 111 11 ENUM Legal Documents 1111111111 NORTHWOODS JOHNNY 111 1 I Checklists 1111111111 NORTHWOODS JOHNNY 111 117 1111 04 O92 CSEA Good Cause 1111111111 NORTHWOODS JOHNNY 111 1 SD Spend Down Cash Receipt 1111111111 NORTHWOODS JOHNNY MED Medicare Card 1111111111 NORTHWOODS JOHNNY 1171 11 17 353b EMT Eligibility Form 1111111111 NORTHWOODS JOHNNY 111 1 PN pur gt 5 Click on the Filter button on the Workflow Tool Bar and choose lt No Filters Ep am es H l l GGE IE Eg Mo Filter gt 1 Filter by Case Number S5N or Name RE Filter by Follow up Date FU Nes Mail rati V n nho de X Se UsiNG COMBINED VIEW The Workflow tab in the User Options allows yo
10. View Note Normally you do not want to add the Public Folders to a combined view 6 Click OK Page 44 of 55 2010 Northwoods Consulting Partners Inc Do not duplicate or distribute without permission NORTHWOODS OnBase with Workflow User Manual CONSULTING PARTNERS Workflow The designated Combined View folders automatically have their documents display in the Documents Name window The Workflow Queue column tells you which folder the document is from for example DR My Document Received or FT My Working Documents The Queues appear in the Action window When you click on the different documents the Ad Hoc Tasks will change according to the folder that it resides in ag FH Fie Document User POR Admin workflow window Help 0 X 5 a al amp amp E B EE amp mi Ea 3 E F Case Document Notifications a t CSEA Deleted Documents FOLLOWUP DATE 12 15 2008 File Away e CSEA Documents Received F amp CSEA Follow up Tickler 3 I k 2 s CSEA Modifications f g CSEA Terminations Ti Emerald and Wall Street Docs A IM Deleted Documents e IM Documents Received amp IM Follow up Tickler v S Move to Another Case Managet sp 3536 EMT ELIGIBILITY FORM DR My Documents Received 02 28 2008 15 d INC EARNED LL LLOUU E N DR My Documents Received a 13 4 CC Verifications 1122334455 My Working Documents 3 10 2008 10 7105 Checklist 111111
11. Workflow User Manual Workflow Qn NORTHWOODS LAUNCHING WORKFLOW When you first open OnBase you will see the Workflow window It may hide other windows that you normally see You can minimize or maximize the Workflow window to make viewing documents easier can reopen it by clicking the Workflow e f the Workflow window is closed you Inbox button on the Tool Bar VIEWING AND FILTERING DOCUMENTS ViEWING YOUR OwN DOCUMENTS 1 Select a Life Cycle folder Two things happen a Documents in the folder are listed in the Document List window below the Life Cycle window b Task buttons Ad Hoc Tasks display in the Tasks pane on the far right You can select a document in the folder and double click a task button to perform an action on the document In this example the DR Documents Received folder is selected Tasks qo File amp way l amp giEBe ssecula IM Documents Received 3 DR Initial 0 E DR Verification 0 DR Missing Information Public 0 e3 DR My Documents Received 3 mem Ohio Department of Job and Family Services t DR My Documents Pending 0 Healthchek and Pregnancy Services Assessment Keyat Ms Deramas Perd amp DR My Adverse Documents 0 v a d Healthchek information has been given to me JOHNNY NORTHWOOL 123 MAIN ST Name ae j APT F3 COLUMBUS c L Address City State B 2132 Affidavit Replace 111
12. 1 11 1111 04 due 7092 CSEA Good Cause 1111111111 NORTHWOODS JOHNNY 111 1 Month and Year Is the r om w going to a d o clinic for the 7 YES NO IW SD Spend Down Cash Receipt 1111111111 NORTHWOODS JOHNNY vnd gas Tasia DORE AE i dS i MS Do vou need other social services YES Specify lt iil gt mi gt Page 40 of 55 2010 Northwoods Consulting Partners Inc Do not duplicate or distribute without permission NORTHWOODS OnBase with Workflow User Manual CONSULTING PARTNERS Workflow 2 Select a document in the Document List window Two things happen a The document displays in the center window b Relevant documents in OnBase that have the same case number are listed in the bottom left window Related Documents window amp giE ES E BERI Qt Tad IM Documents Received ud Aag DR Initial 0 File Away E DR Verification 0 DR Missing Information Public 0 s ecc re d _ DR My Documents Received 3 Ohio Department of Job and Family Services amp DR My Documents Pending 0 Healthchek and Pregnancy Services Assessment Moves Ms Dlaeamenis PRU amp DR My Adverse Documents 0 v i m E Healthchek information has been given to me JOHNNY NORTHWOOL 123 MAIN ST Name gt a r APT F3 COLUMBUS c m Address City State Norte aonet uci pn anadi roe E Move to My Adverse Documents rm 2132 Aff
13. 1111 N FT My Working Documents vip 155 am gt Multiple Queues User MANAGER Count 4 No Fil Viewing Queues DR My Documents Received DR My Documents Pending e DR My Adverse Documents FT My Working Documents e FT My Documents for Today E o n S ONS E a RESET 9 MED Third Party Premium 1122334455 SMITH JOHN 3999 99 9999 11 21 2006 Iu CC Verifications 1122334455 SMITH JOHN 899 89 3333 11 21 2006 Y 3606 Med Dep 1122334455 SMITH JOHN 839 39 3333 11 21 2006 n NAIA Z Al DJFS Documents Volume 1 Copy 1 Checked Out 0 Note s 0 Highlight s Page 1 1 Page s USING TAB VIEW You can set your Workflow windows so that they appear as tabs at the bottom of your screen 1 Click on the Life Cycle window Grippers and drag it down to the bottom of the screen 2 A confirmation window opens asking if you want to share the docking position Click Yes Confirm 5968 YY Share Docking Position e 2010 Northwoods Consulting Partners Inc Page 45 of 55 Do not duplicate or distribute without permission OnBase with Workflow User Manual Workflow Qj NORTHWOODS 3 Repeat Steps 1 and 2 until each window is sharing a docking position Document Name Atrial Time T O 2132 Affidavit Replace 1111111 1777142006 11 13 40 p 3536 EMT ELIGIBILITY FORM 2728 2008 15 53 03 INC EARNED 1111111111 M
14. 1111 11 11 2008 11 1340 ed disces Beh ts Sa lac i s TRE nebo ainda S Case Number Social Security Number Optional Telephone 3536 EMT ELIGIBILITY FORM 02 28 2008 15 53 03 sE3 E INCEARNED 1111111111 N 04 03 2008 13 34 40 request the following services for my children and or myself ven Please check all the services you need Mive to Follow up Tickler lt i lii gt a No Mo ao no Donec leer MANATISI LM F Health Sereening Services l Dental Services l Help in making Medic Queue DR My Documents Received User MANAGER Count 3 Including physical exams Name of Doctor Dental Appointments i Vision Services Name of Dentist Transportation to Medi F Hearing Services Dental Appointments Move to Another Case Manager Child s name Birth date SSN or Medi Please answer the following questions Are your children s immunizations and well child exams up to date YES T NO Please give us the names of your children s current doctor amp 3528 HealthChek 1111111111 NORTHWOODS JOHNNY 11111 1111 S INC Eamed 1111111111 NORTHWOODS JOHNNY 111 11 1111 04 oun es ENUM INS Citizenship 1111111111 NORTHWOODS JOHNNY 111 11 Is anyone in your family including vourseif pregnant YES NO If YES gi ENUM Legal Documents 1111111111 NORTHWOODS JOHNNY 111 1 pregnant woman If known give tt IM Checklists 1111111111 NORTHWOODS JOHNNY 11
15. Alist of your locked document s displays Select all of the documents and click Remove Locked Objects Lock Type Lock Date and Time Lock Details Document 2007 06 47 10 00 DOM Document 7103 GMB Application 06 20 2007 Retrezh Remove _ _ _a 3 A Warning dialog box opens Click Yes to permanently remove the locks Warning You are about to remove a document lock i 1 You should use this Feature only to remove locks that have remained as the result of premature termination You should not remove locks on any documents that are currently being viewed Are vau sure vau Wank bo remove this document lock Yes Mo 2010 Northwoods Consulting Partners Inc Page 35 of 55 Do not duplicate or distribute without permission OnBase with Workflow User Manual OnBase Qj NORTHWOODS UsiNG APPLICATION ENABLER Application Enabler App Enabler is a module within OnBase that allows a document to be retrieved within a line of business application App Enabler requests a print screen from the mainframe application LOBA and creates a query to retrieve the associated documents from OnBase To open relevant Application Enabled documents in OnBase 1 Make sure both OnBase and your state mainframe application LOBA are open 2 Double click in a mainframe screen for example AEICI au Session A 24 x 80 Ele Edt Wew Communication Actions Window Help lity AR lm a 1 eret aj ele c
16. CHRISM Delete Keyword Deleted Keyword CASE NUMBER 3333333333 from 02 26 2007 EXP4a imtes Caset 3333333333 JOHNNY NORTHWOODS 111 171 1111 04 17 2007 11 07 06 CHRISM Add Keyword Add Keyword CASE NUMBER 3333333333 to 02 26 2007 EXP Utilities Fase 1111111111 JOHNNY NORTHWOODS 111 11 1111 04 17 2007 11 07 06 CHRISM Delete Keyword Deleted Keyword CASE NUMBER 1111111111 from 02 26 2007 EXP Uflities Case 1111111111 JOHNNY NORTHWOODS 111 11 1111 04 17 2007 11 03 42 CHRISM Viewed Document Viewed 699 02 26 2007 EXP Utilities Case 1111111111 JOHNNY NORTHWOODS 111 11 1111 04 17 2007 11 03 09 CHRISM Viewed Document Viewed 699 02 26 2007 EXP Utilities Case 1111111111 JOHNNY NORTHWOODS 111 11 1111 02 26 2007 18 14 41 AAR NC Viewed Document Viewed 699 02 26 2007 EXP Utilities Casett 1111111111 JOHNNY NORTHWOODS 111 11 1111 v lt gt tir one voto ier a Lie Cre Nive Eny Dat coo e 02 26 2007 18 1410 ARONC 02 26 2007 15 14 10 02 26 2007 18 14 10 AARONC 02 26 2007 15 14 10 Documents Received DR Initial Documents Received DR Verification AARONC UsiNG ONBASE INTERNAL MAIL RECEIVING ONBASE MAiL MESSAGES OnBase internal mail is an email system that is separate from the new mail query It is used to send internal messages with links to specific documents to other users When you receive a OnBase mail message the Message dialog box will pop up on your screen e To read your
17. CUM RE E Tm 20 Re Indexing Multiple Documents at Once cece cecccceeceeeeeceeeeceeeseeeeeeeeseeeeseeesaeeeseeesseeeees 21 IMPON A DOCUMEN b ERECTO 22 Printing Multiple Documents as a Single Print Job eeeeeeeseeeeeeeeeee 25 aida nre OUI el NN OU UT 26 STS WIC IO GU VOM NEU T MT 27 Sending a Document to Workflow sseessssessseeeseeeeeeeenn enne nnne nennen nnns 27 Viewing the Document History cccccceccceeeceeeceeeseeeceeeeeeeseeeseeeseeeneeeseeeseeeaeeseeeseeeseeeseeeseeees 28 Using asciende 29 Receiving OnBase Mail Messages sssssseesseeeeeee nennen nennen nnne nnns nnne nn nna nnns 29 Sending OnBase Internal Mail Messages sesseessssessseeenenennne nennen 32 sending ExXe mal Mall serias nann tita teru tort tieu xU St sc xuhtituEr e ex mcd E me Re I Ea 33 New Mail Custom Query seesssesssssesssseeeennenene nennen nn nnnna nnn nnn nns sn annis ian n ese a sns na nnns 33 VOICI DOCUMENTS NER EE 35 ISIC Applicalon ISIADION veke cednetacdstadcaoeteetencactoecteget nr E RE REEE 36 LISI AUTOM TRC WONG 50 O n E E E E E MENU 36 WOTK NOW irienner EEE EE EEEE TEE EEE E EEEE 39 HO Y ClO Ol IG RE 39 Launching i Told cio s issrenesciinensniisnaaninn aaa a aiaa aa aAa aiaa aah 40 Viewing and Filtering Documents 11 else nennen nnnm nnns 40 VIEWING Your Own DO CUIMME MIS sicssccebarcssnecensaceheeieaiatercsa ntiel noi S CE
18. EA Follow up Tickler H E CSEA Modifications H 3g CSEA WF Distribution g E IM Applications j tal IM Hus Documents d v Show Grippers Defaults Lack Window Positions Restore Default Display Restore Default Display Show Second Pane Glose Second Pane g al TETY TTE un H 3g WF Distribution Confirmation 3098 Ore vou sure Note You can lock your windows in place by clicking on the Lock Windows button Ez on the Tool Bar E Page 54 of 55 2010 Northwoods Consulting Partners Inc Do not duplicate or distribute without permission jj NORTHWOODS OnBase with Workflow User Manual Workflow APPLYING ZOOM SETTINGS IN WORKFLOW To set your preferred Zoom settings 1 2 3 4 Open a document in Workflow Adjust the document to your preferred Zoom settings using the Tool Bar buttons Right click on the Workflow Tool Bar Select Defaults Set Default Zoom The next document you open in Workflow will be automatically zoomed to your preferred settings ET iib E Q i5 w Life Cycle View w Document w User Interaction Initial 0 w Work Folder Verification 0 wv Tools Missing Information Public 0 Mv Documents Received 1 Mv Documents Pending 0 Mv Adverse Documents 0 Work Referrals Public 3 Display Set Default Page lear Default Page Set Default Zoom Glear Petault zaam Set Default R
19. Hoc Task buttons allow you to take action on opened documents For example clicking on Move to Another Case Manager will activate the Action window in Workflow causing you to select a caseworker of choice Applicable tasks are determined by the Document Type and are county specific To see more information on task buttons as they relate to your agency please refer to your Ad Hoc Tasks document io File Away hana Move to My Documents Pending Tu Move to My Adverse Documents Ed Mowe to Follow up Tickler Move to Another Case Manager Page 48 of 55 2010 Northwoods Consulting Partners Inc Do not duplicate or distribute without permission j NORTHWOODS OnBase with Workflow User Manual Workflow USING E FoRMS E Forms store or track information E Form Document Types are stored as normal documents in OnBase and can be viewed outside of Workflow There are several Northwoods E Form Document Types though Case Notes and Case Document Notification E Forms are the most standard Some are used by the system and function behind the scenes Others are created by users To access an E Form 1 Click on the E Form button in the Tool Bar iss 2 The New Form Document window opens Choose the E Form you want to work with and click Create New Form Document Case Document Notification Form Case Reassignment Form Unit Roster WF Distribution Form WF Praxy Farm 2010 Northwoods Consulting Partners In
20. NS Citizenship 1111111111 NORTHWOODS JOHNNY 111 11 ENUM Legal Documents 1111111111 NORTHWOODS JONNY 111 1 IM Checklists 1111111111 NORTHWOODS JOHNNY I U 7032 CSEA Good Cause 1111111111 NORTHWOODS JOHNNY 111 1 E SD Spend Down Cash Receipt 1111111111 NORTHWOODS JOHNNY z M Do vou need other social services YES Specify Cim gt YES f N If YES gi M known give tk Related Documents the pregnancy f YES NO E lt LIFE CYCLE FOLDERS Each Life Cycle folder contains subfolders representing stages in an agency s business process The number of documents in each folder is displayed in brackets after the folder name For example a caseworker may receive scanned applications in their DR My Documents Received folder shown here Clicking on a document in that folder will provide you with the appropriate Ad Hoc Tasks actions that can be taken on the document similar to System Tasks Refer to the Workflow Ad Hoc Tasks Reference document for specific descriptions of the Life Cycles at your agency Sg IM Documents Received E DR Initial 0 E DR Verification 0 I DR Missing Information Public 0 e DR My Documents Received 3 gt DR My Documents Pending 0 ins DR Mv Adverse Documents 0 2010 Northwoods Consulting Partners Inc Page 39 of 55 Do not duplicate or distribute without permission OnBase with
21. SSN using KW Add SSN There are also scripts for KW Add Case Number KW Add First Name KW Add Last Name KW Add Person to Case KW Change Case Manager KW Change Case Number KW Change CSEA Case Manager and KW Change SSN BACKGROUND IMAGE S4 S Configuration Reports 06 02 2008 WORKFLOW CONFIGURATION IMPOR DOC DEFAULT H CHECE MARE H FULDER OPEN S4 S Configuration Reports 05 50 2008 WOREFLOW CONFIGURATION IMPOR S S HTML Farms 05 30 2008 IM CASE REASSIGNMENT EFORM SYS HTML Farms 05 30 2008 CSE4 CASE NOTES EFORM S4 S HTML Farms 05 30 2008 CSE4 TERMINATIONS FORM ie SYS HTML Farms 05 30 2008 CSEA CASE REASSIGNMENT FORM 515 HTML Farms 05 30 2008 CSEA UNIT ROSTER EFORM 515 HTML Farms 05 30 E Pa EE HAEC climes oe SYS HTML Forms 05 3 W Add First Name SYS HTML Forms 05 30 KW Add Last Name SYS HTML Forms 05 30 Ki Add Person to Case SYS HTML Forms gt SYS Import Indexes 057 KW Change Case Manager FORTER H CAR WITH ADOCUME EW Change Case Number H C amp R WITH FOLDER Kw Change CSE4 Case Manager H CHECK WITH FOLDER Kw Change SSN 5 Inthe resulting dialog box type in the required information for example the SSN and click OK Please enter a valid SSN with dashes Dk Cancel Click Cancel if you do not wish to add an SSN 1111 111 2010 Northwoods Consulting Partners Inc Page 21 of 55 Do not duplicate or distribute without permission OnBase wi
22. U IUS SpMIE E aMIdu UM REEN 40 Fiterng YOUR OCUMEMIS sxc Jcxtnaiandancutadaancisan anaonevsumsueiacniaesisumisusiauteoteeunnsasdnunandansianndadeasnnasad 42 Using System Tasks in OnBase cccccccscccececeeecceeceececeucecuecsusecsueeseeecsuessusessuesseeessusenanss 47 Using Ad Hoc Tasks in Workflow cccccecccseeeseeeeeeeeeeeeeeeeseeeeeeeeseueeseeeseueeseeeseueeseeesaneesaees 48 Jono E mio RANT TT TN 49 ass TNOLBSUESPOLU aeter ee ated sets d tie E E M educ c UE MUI E mener M dude MuedaUEU 50 Case Document Notification E Form sseeesssessseseeeee nennen nnne nnn nnne nn nnns 51 Configuring Workflow to Open Automaticallly ccccccccccceceeeeceeeeceeeeeseeeeseeeesseeeeseeseseeeesanees 51 Configuring Workflow to Open a Specific Folder Automatically 53 Restoring Your Workflow Windows ccccccseccsseeseeeneeceeseeeceueeeeeeeeeseeeseeeseeseeeseeeseeeseeeneeenes 54 Applying Zoom Settings in Workflow eeesseeeseessseeeeneenn enne 55 Do not duplicate or distribute without permission OnBase with Workflow User Manual OnBase Qj NORTHWOODS ONBASE OnBase is a document management system used to store and retrieve documents Depending on the software at your agency you can submit documents to OnBase using the following methods e Scan the document using Compass Capture e Submit the document using Compass Forms e Submit
23. Y loORTHWOODS a LTING PARTNERS OnBase with Workflow 9 2 0 User Manual February 2010 OnBase with Workflow User Manual Qn NORTHWOODS ABOUT NORTHWOODS CONSULTING PARTNERS Northwoods Consulting Partners provides document management scheduling and workflow solutions Our computer training products and services focus on helping our customers improve productivity through the successful implementation of technology All Northwoods Consulting Partners classroom based private training sessions or conference room based courses provide each student with his her own training material The training materials are designed for student use during the training course as a step by step guide and after course completion as a reference manual For more information on course topics presented please contact your Local Administrator or Northwoods Consulting Partners Account Representative or Support Center via email fax or phone COPYRIGHT AND TRADEMARKS Copyright 2010 by Northwoods Consulting Partners All rights reserved Information in this document is subject to change without notice and does not represent a commitment on the part of Northwoods All illustrations screen shots and other data contained in this document is strictly confidential supplied with the understanding that it will not be disclosed to third parties without the prior written consent of Northwoods Consulting Partners By accepting this document the recipien
24. acument Ctrl F Send To Run Script Render Statement Delete Document Delete Reorder Pages Ctrl D Navigate Scale Process Display Reset Thumbnails Ctrl U WwiorkFlow Redaction Bitmaps Briefcase Properties Next Document CEr F Page 28 of 55 2010 Northwoods Consulting Partners Inc Do not duplicate or distribute without permission i NORTHWOODS OnBase with Workflow User Manual OnBase Each action performed on a document is listed in the top pane of the Document History window along with the date and time the action was performed the user who performed the action and details about the action Our example shows that the user MANAGER viewed the document on 6 25 2007 You can scroll to the right to view more details about each action Workflow information is displayed in the bottom pane of the window There is an entry for each time the document was moved into or out of a Life Cycle folder along with the date time and the name of the user who moved the document i Fie Document User Processing Admin Workflow Window Help TER E ue ub ES BK is F Highlight Log Date 06 25 2007 15 11 40 MANAGER Viewed Document 04 17 2007 11 08 20 CHRISM Add Keyword Add Keyword CASE NUMBER 2222222222 to 02 26 2007 EXP Utilitie Viewed 699 02 26 2007 EXP Utilities Case 2222222222 JOHNNY NORTHWOODS 111 11 1111 aset 3333333333 JOHNNY NORTHWOODS 111 11 1111 04 17 2007 11 08 20
25. ample we selected Expenses as the Document Type Group All of the Document Types for the Expenses Document Type Group display in the right pane There are five document types in the Expenses Document Type Group Document Retrieval Document Type Groups Administrative Documents Child Care CMS Enumerations IM Correspondence IM Intake Redet Income M edical lt gt Dates June 2007 May 2007 April 2007 March 2007 February 2007 January 2007 December 006 Keywords 2010 Northwoods Consulting Partners Inc Document Types EXP Child Support Payments EXP Chid Adult Care EP Medical Expenses EXP Shelter EP Utilities Clear Keyword Clear All E il Page 9 of 55 Do not duplicate or distribute without permission OnBase with Workflow User Manual OnBase Qj NORTHWOODS 3 Select the Document Type s you want to retrieve To select more than one hold the Ctrl key down during selection In this example we selected all five Document Types 4 Optional Enter dates in the From and To fields to restrict the search to a specific time period 5 Enter Keyword values SSN CASE NUMBER LAST NAME FIRST NAME CASE MANAGER to restrict the search to a specific case or cases In this example we are looking for Expense documents for SSN 111 11 1111 6 Click Find Document Retrieval Document Type Groups Document Types Administrative Documents EXP Child Support Paym
26. ase Manager ALL Docs By Case Number SSN or Name amp ALL Docs By Document Source n ALL Docs Submitted By T All IM Deleted Docs CSEA ENUMERATIONS CSEA New Mail Income Maintenance New Mail IM Case Manager BIEDEK Find Click Find A search list opens Review your documents To remove documents from your New Mail Custom Query highlight the necessary documents and click on the Update Status to Viewed button in your Tool Bar Y Note If more than one caseworker has the same document OnBase will remove the document from your New Mail Custom Query but it will remain in the other caseworker s query Page 34 of 55 2010 Northwoods Consulting Partners Inc Do not duplicate or distribute without permission i NORTHWOODS OnBase with Workflow User Manual OnBase UNLOCKING DOCUMENTS Sometimes errors can occur in OnBase which cause the program to exit in the middle of executing a task When this happens the document can be put into a locked state the document cannot be modified until the document is unlocked by the user who was executing the process when the error occurred To unlock a document 1 If there are locks under your username you will receive the following message when you log into OnBase Click Yes Warning 2 Document checkout locks assigned to your username appear to have been left open From a previous session v Do vau wish to view remove these locks 2
27. c Page 49 of 55 Do not duplicate or distribute without permission OnBase with Workflow User Manual Workflow Im NORTHWOODS CASE NOTES E FORM The Case Notes E Form allows users to create an electronic document containing information about a case that can be modified at any time It is accessible to all users The form can be sent to the caseworker s Follow Up Tickler by selecting the Send to Follow Up Tickler option If this option is not selected the document is submitted to OnBase as a non Workflow document Case Notes SSH Search Case Number First Name Last Name Case Manager Send to Follow up Tickler Submit Cancel Page 50 of 55 2010 Northwoods Consulting Partners Inc Do not duplicate or distribute without permission au NORTHWOODS OnBase with Workflow User Manual CONSULTING PARTNERS Workflow CASE DOCUMENT NOTIFICATION E FORM The Case Document Notification form works in conjunction with the Case Document Notification Life Cycle to allow users to be copied on designated Document Types that come into the system with specific Case Numbers or SSNs You can create a Case Document Notification E Form using the E Form button in the Tool Bar You can enter new Case Numbers and or SSNs into the form Any user can create a new Case Document Notification form However once a form is created it is visible only to that owner supervisors and administrators tion Form Add Case Number
28. can take more than five minutes to import Do not continue to work in OnBase or close OnBase until the document is finished importing Page 24 of 55 2010 Northwoods Consulting Partners Inc Do not duplicate or distribute without permission i NORTHWOODS OnBase with Workflow User Manual OnBase PRINTING MULTIPLE DOCUMENTS AS A SINGLE PRINT JOB You can print multiple documents in one print job Perform a Custom Query or Document Retrieval Highlight the documents you want to print Right click and select Print Print Selected 1 X9 9e xs A Print dialog box opens In the Job Settings area check the Single Print Job box 5 Click Print Printing Selected Documents Print Quee Compass Office Automation Print Format Default gt Orientation Overlay Print Portrait Print Overlay t Landscape Fax Compatible Print Range p fe All ab Settings t Curent Pag Number of Copies I E Mw Single Frint Job C Page To Hotes Printing o gt Print Revision Annotation and or Note Icon On Document ste Teak En Cunent Revision Continuous Flow C A Revisions Document Note Text After Document orate f Black amp White Color Default Settings in Set 4s Default Image Scaling E fears Best Fit cn One to One TN 2010 Northwoods Consulting Partners Inc Page 25 of 55 Do not duplicate or distribute without permission OnBase with Workflo
29. ccceeececeeececaeceeceeecesseeeeeseeecesseeeesseseeessueeeeseaecetseseeeseeessaaeees 6 Using Document Retrieval cccccccccscccseccceecceeeceucecucceeeecsueesseeseeeseueessuessueessueeseeessesenenens 8 Opening a Document sessssesssssssssesesseen nennen nnne nnne nnne nn sna nnne sns na rns s e arse anres 11 Locating a Specific Page in a Document seeesssessssssssseseseeennneen enne nnns 11 MOGI VINE DOCUME MN TOES 12 ZOOM MM AI E T UU uem 12 Adjusting the Width and WINdOW ccccccccseeeceeeeseeeseeeseeeeseeeeseeeseeeeseeeseeeeseeeseeeneeesaneess 12 RODO M E E E 12 Re ordering the Pages of a DOCUMEMNN cccscccceeeeceeeeeeeeceeeseeeeseeeseueesaeeeaeeeseuesaeeeseeeeaes 12 Copying One Page of a Document to Another Document eeeeeeeeeeseessss 13 Creating a New Document from an Existing Document eeeeeeeeeeeneeeereeene 13 Adding a Sticky Note to a DOCUMENM ccccceececeeeeeceeeeseeeesaeeesseeeseueeeseeeessueessaeesseeesees 14 Highlighting a DOCUMECNN m 15 Stapling a Document to Another Document ccccceecceceeeeceeeeeeeeesseeeeseeessaeeesaeeeseeeesaes 16 Pre INGC XING IO CUI QUEE 16 Changing the Document Type and Date cccccccecccseceeceeeeeeeeeseeeeseeeeeseeeeseaeeeseeeeseeeesees 16 Ae TVS IS VW OS acct erscircen ceases saeseaes mo OE 18 Adding NAS WOO NENNT 19 Deleting AD OCU
30. create a new document from Enter page numbers and or a page range separated by commas or a dash for example 1 5 8 11 Eran new document from existing Document tupe 3528 n ns Create from pgs 2 5 B Wo Enter page numbers and or page ranges separated by commas For example 1 3 5 12 Document Date 1072372008 FH Iw Delete copied pages from original document Keywords SSH 111 11 1111 CASE NUMBER 1111111111 FIRST ASME JOHNNY LAST NAME NORTHWOODS CASE MANAGER AARONC E3 S Clear Keywords Cancel 4 Enter the appropriate Keywords for the document 2010 Northwoods Consulting Partners Inc Page 13 of 55 Do not duplicate or distribute without permission OnBase with Workflow User Manual OnBase Qj NORTHWOODS 5 Optional If you want to delete the pages in the existing document select Delete copied pages from original document If you want to keep the pages in the original document clear this option OnBase creates a new document from the old document and displays it Create new document from existing Document type 7103 QME Application Lreate from pages Enter page numbers andor page ranges separated by commas For example 1 3 5 12 Document D ate 0672072007 TE iw Delete copied pages from original document ee 6 Click OK ADDING A STICKY NOTE TO A DOCUMENT The Sticky Note feature allows you to place notes on doc
31. der Page window to save the new positioning EE 7103 OMB Application 06 20 7007 ny MH eG BB Be ae ER RA Note You can also re order pages by clicking and dragging the thumbnail images from the document viewer window Page 12 of 55 2010 Northwoods Consulting Partners Inc Do not duplicate or distribute without permission i NORTHWOODS OnBase with Workflow User Manual OnBase COPYING ONE PAGE OF A DOCUMENT TO ANOTHER DOCUMENT To copy one page of a document to another document 1 Open both of the documents you want to work with and make sure you can see both on your screen 2 Right click the thumbnail for the page you want to move Your mouse pointer will change to a hook with a paper attached to it 3 While holding down the right mouse button drag the hook and paper onto the new document and release the mouse button CREATING A NEW DOCUMENT FROM AN EXISTING DOCUMENT If a document has been scanned in that should actually be two separate documents create a new document separate from the existing one To create a new document separate from the existing document 1 Open the document you want to alter Right click on the document and select Send To Create New Document 2 he Create new document from existing window opens If you want the new document to have a different document type select the new type from the Document type list 3 In the Create from pages box enter the pages you want to
32. documents 1 Open one of the documents you want to staple 2 Leaving the first document open open the other document 3 Right click on one of the documents and drag it on top of the other document while holding the mouse button down 4 The document you dragged will display the front staple icon The other document displays the back staple icon E 06 20 2007 IM Checklists Case 1111111111 JOHNNY NORTHWOODS 111 11 1111 OHIO DEPARTMENT OF JOB AND FAMILY SERVICES APPLICATION REAPPLICATION VERIFICATION REQUEST CHECKLIST FOR HEALTHY START EXPEDITED MEDICAID ASSISTANCE GROUP NAME APPLICATION DATE ASSISTANCE GROUP NUMBER JOHNNY NORTHWOODS 10 03 2006 1111111111 Medic faa lertain eligibility factors must be verified before the county department of job and family services can Uwetermime vour eligibility for Healthy Start Expedited Medicaid Checked below are documents needed E7103 QMB A AGENCY USt E RE INDEXING DOCUMENTS To change the Document Type Date or Keyword values on a document that is already in OnBase you will need to Re Index the document 1 Perform a Custom Query or use Document Retrieval to generate a list of documents 2 Select the document you want to Re Index 3 Click the Re Index button on the Tool Bar Lg 4 Make your changes and click Re Index CHANGING THE DOCUMENT TYPE AND DATE To change the Document Type 1 In the Re Index Document dialog click on the drop down arrow n
33. e or Order No Z amp s All CSEA Docs by Document Source cedo e CASE NUMBER And i All CSEA Docs Submitted By AD al gust 2008 111 11 1111 All Docs by Case Number SSN or Name July 2008 SSN And i Docs Submitted By June 200 v FIRST NAME And All Documents by Source 9 New mail t HE LAST NAME And fa Unit Rosters Clear Clear Keywords Page 6 of 55 2010 Northwoods Consulting Partners Inc Do not duplicate or distribute without permission NORTHWOODS OnBase with Workflow User Manual CONSULTING PARTNERS OnBase o he results display in the right pane In this example all documents that are indexed with the SSN 111 11 1111 are displayed 6 Optional To sort by a column in ascending order click the column header To sort by the column in descending order click the column header again 7 Double click the document to view it Custom Query All Docs by Case Number SSN or Name PER Custom Query Selection amp y My Custom Queries 04 03 2008 7092 CSEA Good Cause 7092 CSEA Good Cause 1111111111 N 2 All Custom Queries 4 04 03 2008 ENUM INS Citizenship ENUM INS Citizenship 1111111111 NO A All CSEA Docs by Case Manager a 04 03 2008 ENUM Legal Documents ENUM Legal Documents 1111111111 N All CSEA Docs by Case No SSN Name or Order No 1 04 03 2008 IM Checklists IM Checklists 1111111111 NORTHW O amp ys All CSEA Docs by Docum
34. e button in the top right corner of the note This minimizes the Sticky Note so that it does not cover up the document 4 Once the Sticky Note is minimized you can click and drag it anywhere on the page e To open a minimized Sticky Note double click it e To delete a Sticky Note right click in the top colored section and select Delete Note e he Delete Confirmation dialog box will open Click Yes to finalize the deletion Delete Confirmation Are vou sure you want to delete this note Mo HIGHLIGHTING A DOCUMENT 1 Select the highlight note type from the Annotation Type drop down list Highlight GREEN 2 Click on the Annotation Type Tool Bar button to activate the highlighter 3 Click and drag your mouse over the area of the document that you want to highlight 2010 Northwoods Consulting Partners Inc Page 15 of 55 Do not duplicate or distribute without permission OnBase with Workflow User Manual OnBase Qj NORTHWOODS 4 When you are finished highlighting click the Annotation Type Tool Bar button again to turn off the highlighter Note To remove a highlight note type from a document right click the note and select Notes Delete Note STAPLING A DOCUMENT TO ANOTHER DOCUMENT You can staple two separate documents together When you open and view a stapled document you are able to open and view the other document by double clicking on the Staple icon To staple two
35. ent Source g 04 03 2008 INC Eamed INC Eamed 1111111111 NORTHWOOD HA All CSEA Docs Submitted By i 04 03 2008 MED Medical Records MED Medical Records 1111111111 NO AlDocsby Case Number 55N or Name f 04 03 2008 MED Medicare Card MED Medicare Card 1111111111 NORT All Docs Submitted By S 04 03 2008 SD Spend Down Cash Receipt SD Spend Down Cash Receipt 11111111 ls All Documents by Source BB 02 28 2008 3536 EMT Eligibility Form 3536 EMT Eligibility Form 1111111111 N New Mail E 02 28 2008 3536 EMT Eligibility Form 3536 EMT Eligibility Form 1111111111 N Unit Rosters 02 28 2008 7105 Checklist 7105 Checklist 1111111111 NORTHW g 02 28 2008 INC Eamed INC Eamed 1111111111 NORTHWOD Ei 02 28 2008 2132 Affidavit Replace 2132 Affidavit Replace 1111111111 NO G 02 27 2008 3528 HealthChek 3528 HealthChek 1111111111 NORTH i 11 26 2007 7227 Checklist 7227 Checklist 1111111111 NORTHW S All Docs by Case Number SSN or Name SSN 11 11 1111 4 10 22 2007 ENUM Identification ENUM Identification 1111111111 NORT 08 14 2007 EXP Shelter EXP Shelter 1111111111 NORTHWOOD 08 14 2007 EXP Utilities EXP Utilities 1111111111 NORTHWOD 08 14 2007 IM CORR Receipts IM CORR Receipts 1111111111 NORT amp 07 24 2007 3528 HealthChek 3528 HealthChek 1111111111 NORTH g 07 24 2007 INC Eamed INC Eamed 1111111111 NORTHWOOD e 07 24 2007 EXP Shelter EXP Shelter
36. ents Child Care EsP C hild Adult Care CMS XP M Enumerations IM Carrespandence IM Intake Redet a e Keywords SSN 111 11 1111 nd CASE NUMBER Amd LAST NAME 0 0 And FIRST NAME CASE MANAGER s o l e Test Search Mate Search Clear Keywords Clear All Exit 7 The results list displays in the Document Search Results window Double click a document to view it In this example there are only two Expense documents for this individual Note You cannot sort search results when using Document Retrieval Document Search Results RS eit e ere I RE E 06 12 2007 EXP Shelter Caset 1111111111 JOHNNY NORTHWOODS 111 11 1111 c 02 26 2007 EXP Utilities Case 1111111111 JOHNNY NORTHWOODS 111 11 1111 TIT 0 Documents Selected Page 10 of 55 2010 Northwoods Consulting Partners Inc Do not duplicate or distribute without permission au NORTHWOODS OnBase with Workflow User Manual OnBase OPENING A DOCUMENT To open a document 1 Generate a results list using a Custom Query or Document Retrieval 2 Double click on the document in the results list The document opens in a new window LOCATING A SPECIFIC PAGE IN A DOCUMENT To jump to a specific page in a document 1 Open the document 2 Make sure the document thumbnails are visible in the lower left pane of the window If they are not click Ctrl U on your keyboard to activate the thumbnails 3 The number of pag
37. es in the document is displayed in the bottom right corner of the window Thumbnails for each page are displayed in the lower left pane In the example shown here there are four pages in the document 4B OnBase Client OBSERVER 7103 QMB Application 06 20 2007 File Document User Processing Admin Workflow Window Help PEBSRCGCH AM dP SoOFEFPRVOIMERisee A Hirio AGENCE ONU Un APPLICATION FOR HELP WITH MEDICARE EXPENSES Medicaid can assist you in paying costs that are connected to Medicare All or part of your Medicare expenses can be paid by the Qualified Medicare Beneficiary QMB Specified Low income Medicare Beneficiary SLMB Qualified Individuals 1 QI 1 Qualified Individuals 2 QI 2 or Qualified Working Disabled Individuals QWDI categories of Medicaid Please complete this application to apply for or to continue receiving this type of assistance A face to face interview is not required t You must supply proof of identification citizenship age income amp resources This is not an application for cash assistance regular Medicaid or food stamps l If you wish to apply for any other kind of help please call your county department of job and family services If you have questions please call the MEDICAID CONSUMER HOTLINE at 1 800 324 8680 or TDD 1 800 292 3752 You may use the blank areas at the bottom of the pages if you need more space to answer any question 1 Name of person applyin
38. ext to the Document Type field Page 16 of 55 2010 Northwoods Consulting Partners Inc Do not duplicate or distribute without permission i NORTHWOODS OnBase with Workflow User Manual OnBase 2 Select the new document type In this example we want to change the document type from CAF to 7103 QMB App 3 Click Re Index To change the Document Date 1 In the Re Index Document dialog click on the calendar next to the Document Date field 2 Change the date and click Re Index ill Re Index Document EJ eeu CE buur MAE ALL gt gt wi Document Type EET Document Type File Type Image File Format Document Date 0272272010 H Kepwords SSN 11 1111 CASE NUMBER 11111111 N Document Date FIRST NAME JOHNNY LAST NAME NORTHYWOODS FIM 111111111 CIVIL ACTION NUMBER 11T1111111111111111 ESTERMAL CASE NOM 11111111111 FOLLOWUP DATE 0170172011 88 i Beindes Clear Keywords 2010 Northwoods Consulting Partners Inc Page 17 of 55 Do not duplicate or distribute without permission OnBase with Workflow User Manual OnBase QU NORTHWOODS CHANGING THE KEYWORDS If a document was scanned to the wrong caseworker you can use the Re Index command to change the CASE MANAGER value to the correct caseworker You can also change the value of other Keywords To change the value of a Keyword 1 In the Re Index Document dialog click in the textbox for the Keyword you want to change W Re Index Document
39. g PRINT 2 Phone number where you 3 Your Social 4 Social Security nan ha cnnelimi Sarurity Ni mmnher Claim Number DJFS Documents Volume 4 Copy 1 Checked Out 0 Note s 0 Highlight s Page 1 4 Pages f 4 To navigate to another page right click on the page and select Navigate Go To Page 5 Type the page number you want to go to in the Page field and click OK Go lo Page E q P 1 Navigate to different pages using the Left and Right arrow buttons on the Tool Bar 2010 Northwoods Consulting Partners Inc Page 11 of 55 Do not duplicate or distribute without permission OnBase with Workflow User Manual OnBase Im NORTHWOODS OR 1 Double click on a page thumbnail to view it MODIFYING DOCUMENTS ZOOMING IN AND OUT Click the Zoom In or Zoom Out button on your Tool Bar to adjust the magnification ADJUSTING THE WIDTH AND WINDOW Click the Fit to Width or Fit to Window button on your Tool Bar to adjust the width Wow WB ROTATING Click the Rotate Left or Rotate Right button on your Tool Bar to rotate 90 degrees FR RE ORDERING THE PAGES OF A DOCUMENT To re order the pages of a document Open a multipage document Right click anywhere on the document Select Delete Reorder Pages O m a Click and drag the thumbnail image for the page you wish to move Un click to place it where you want it located 5 Click the Save changes and close button in the top left of the Delete Reor
40. hChek 1111111111 NORTHWOODS JOHNNY 111 11 1111 02 27 2008 SEE 02 28 2008 2132 Affidavit Replace 2132 Affidavit Replace 1111111111 NORTHWOODS JOHNNY 7 02 27 2008 3528 HealthChek 3528 HealthChek 1111111111 NORTHWOODS JOHNNY 111 11 26 2007 7227 Checklist 7227 Checklist 1111111111 NORTHWOODS JOHNNY 111 11 10 22 2007 ENUM Identification ENUM Identification 1111111111 NORTHWOODS JOHNNY 1 08 14 2007 EXP Shelter EXP Shelter 1111111111 NORTHWOODS JOHNNY 11 11 11 08 14 2007 EXP Utilities EXP Utiities 1111111111 NORTHWOODS JOHNNY 11 11 11 08 14 2007 IM CORR Receipts IM CORR Receipts 1111111111 NORTHWOODS JOHNNY 11 5 Cm gt Ohio Department of Job and Family Services Healthchek and Pregnancy Services Assessment Healthchek information has been given to me JOHNNY NORTHWOODS 123 MAIN ST Name APT F3 COLUMBUS OH 43015 Address City State Zip 1111111111 111 11 1111 Case Number Social Security Number Optional Telephone Eligibility Date I request the following services for my children and or myself Please check all the services you need Health Screening Services F Dental Services Help in making Medical or Including physical exams M Name of Doctor Dental Appointments Vision Services Name of Dentist Transportation to Medical or FM Hearing Services Dental Appointments DJF O Note s 0 Highlight s 1 Pagefs If you u
41. idavit Replace 1111111 11 11 2008 11 13 40 Case Number Social Secunty Number Optional Telephone 3536 EMT ELIGIBILITY FORM 02 28 2008 15 53 03 A i INCEARNED 1111111111 N 04 03 2008 13 34 40 request the following services for my children and or myself Please check all the services you need_ Move to Follow up Tickler i w t r ith Fi F Hel k Queue DR My Documents Received z z User MANAGER Count 3 Health Sereening Services Dental Services Help in making Medics Queue DA My Documents Received User MANAGER Count 3 Including physical exams Name of Doctor Dental Appointments F Vision Services Name of Dentist Transportation to Medi OOS M Hearing Services Dental Appointments Mowe to Another Case Manager rth date SSN or Medi Related Documents Please answer the following questions zu Are your children s immunizations and well child exams up to date M YES T NO Q9 3528 HealthChek 1111111111 NORTHWOODS JOHNNY 111 5111 Please give us the names of your children s current doctor 8 INC Eamed 1111111111 NORTHWOODS JOHNNY 111 11 1191 047 dentist ENUM INS Citieenship 1111111111 NORTHWOODS JOHNNY 111 11 Is anyone in your family including yourself pregnant YES TNO IF YES gi ENUM Legal Documents 1111111111 NORTHWOODS JOHNNY 111 1 pregnant woman M known give t IM Checklists 1111111111 NORTHWOODS JOHNNY
42. l recipeint 1 Right click on the document 2 Mouse over Send To and select Mail Recipient 3 Complete the To Subject and Message fields 4 Click Send ES Mail Messape Plain Text Fie Ect View Format Took Subject Income Disrepancy For Johnny Morthweoocds Attach JOBS ti 7 kB See athachment For income discrepancy info NEW MAiL CUSTOM QUERY 1 Open a Custom Query 2 Click on the appropriate New Mail Custom Query Custom Query IM New Mail EJ a Custom Query Selection zx My Custom Queries B 2 All Custom Queries A All CSEA Deleted Docs pe E ALL CSEA Docs by Case Manager p ALL CS5EA Docs bv Case Number 55M or Mame p is ALL CSE4 Docs by Document Source p 35 ALL CSEA Docs Submitted By E E ALL Docs By Case Manager p ALL Docs By Case Number SSN or Mame p iin ALL Docs By Document Source AH ALL Docs Submitted By p ff All IM Deleted Docs E CSEA ENUMERATIONS CSEA New Mail 2010 Northwoods Consulting Partners Inc Page 33 of 55 Do not duplicate or distribute without permission OnBase with Workflow User Manual OnBase Qj NORTHWOODS 3 Choose your ID from the Case Manager drop down list Custom Query IM New Mail amp 3 Custom Query Selection 3 My Custom Queries amp zy All Custom Queries All CSEA Deleted Docs E ALL CSEA Docs by Case Manager ALL CSEA Docs by Case Number SSN or Mame amp ALL CSE4 Docs by Document Source n ALL CSEA Docs Submitted By Hm ALL Docs By C
43. mail immediately click Yes e To read your mail later click No 2010 Northwoods Consulting Partners Inc Page 29 of 55 Do not duplicate or distribute without permission OnBase with Workflow User Manual OnBase Qj NORTHWOODS To open your OnBase Mailbox 1 Select User Mailbox aB OnBase Client OBSERVER File Document SEES Processing Admin warkFlc WorkFlow Text Search Results Prink Queue Trash Can Mailbox Locked Objects Envelopes User Options workstation Options Change Password Toolbars Add Modify Tool Item 2 he Mailbox window opens Select the Internal Mail folder 3 Double click on the mail message to view it Mailbox Internal Mail 1 Mail Messages System Mail Imi Internal Mail 7103 QMB Application 2007 06 26 1 Mail Messages Fron ma o Ei MANAGER r103 OME Application 2007 06 26 Note OnBase internal mail can only hold 249 characters in the message Page 30 of 55 2010 Northwoods Consulting Partners Inc Do not duplicate or distribute without permission i NORTHWOODS OnBase with Workflow User Manual OnBase 4 The Text Message dialog box opens From this box you can choose to Reply Delete Forward and or Exit the mail message Note When you delete a message the document that was linked to it remains in OnBase W 7103 QMB Application Subject 7103 OME Applica
44. not duplicate or distribute without permission OnBase with Workflow User Manual OnBase Qj NORTHWOODS 1 If results e Display the client is already in the system e Do not display click Add Set in the Autofill Keyword Management window 2 The AutoFill Keyword Set Add window opens Enter the client s data and click Add AutoFill Keyword Set Add x Keywords Se CASE NUMBER FIRSTNAME LAST NAME ADDRESS LINE 1 The client s data is added to OnBase Page 38 of 55 2010 Northwoods Consulting Partners Inc Do not duplicate or distribute without permission au NORTHWOODS OnBase with Workflow User Manual Workflow WORKFLOW Workflow is a module of OnBase that allows you to manage and work case documents electronically just as you currently manage paper documents Documents that are tagged to go to Workflow are assigned to a specific Life Cycle and sent to the appropriate caseworker s Workflow A Life Cycle for example Documents Received determines the actions that can be taken on the document Additionally Life Cycles can determine automated follow up dates placed on the document for example Follow up Tickler Workflow serves as your electronic mailbox and offers intuitive functionality such as the Related Documents window If you view a document for a client the rest of their case file documents will display in this window E E ES OR e S o 808 File amp way DR
45. ocument Groups consist of different Document Types for example SSN cards birth certificates state issued IDs etc which may all be in the same Document Group Document Type The document category under which a document is classified in OnBase For example a birth certificate may be classified under the Document Type Birth Death Keyword A value associated with a document that enables retrieval of the document For example CASENUMBER and SSN are Keywords on every document in OnBase Re Index The process of changing the value of one or more Keywords on a document that already exists in OnBase For example you may Re Index a document in order to correct an incorrect case number In this case you are changing the value of the CASENUMBER Keyword Custom Query A feature in OnBase that allows you to search for documents by a Keyword value and or Date Range For example you can use a Custom Query to search for documents by SSN CASENUMBER and or LAST NAME Custom Query results can be sorted by Column Headers Document Retrieval A feature in OnBase that allows you to search for documents by Document Type Document Retrieval is a more specific search than Custom Query 2010 Northwoods Consulting Partners Inc Page 5 of 55 Do not duplicate or distribute without permission OnBase with Workflow User Manual OnBase Qj NORTHWOODS LOCATING AND VIEWING DOCUMENTS UsiNG CUSTOM QUERIES If you do not want to limit y
46. otation Glear Gefault Rotation Note You can also set a Default Page and Rotation 2010 Northwoods Consulting Partners Inc Page 55 of 55 Do not duplicate or distribute without permission
47. our 3 87 CASE 5011 377982 C ASELOAD 875 U RRST CATET G TIPPING IE Bb BI B5 s DPEN Pi 5854272551 T n J Connected to remote server host 10 100 You will notice all relevant documents to that screen open in a Document window USING AUTOFILL KEYWORD SETS Autofill Keyword Sets allows you to enter client information into OnBase to autofill client data in other applications Use Autofill Keyword Sets when a new client needs to be entered into the system prior to your state system being scraped To enter client data using Autofill Keyword Sets 1 Select Admin AutoFill Keyword Sets Management dmin Workflow Window Help AutoFill keyword Sets k Management workflow Lag Importer Form Letters Image orms Page 36 of 55 2010 Northwoods Consulting Partners Inc Do not duplicate or distribute without permission i NORTHWOODS OnBase with Workflow User Manual OnBase 2 The AutoFill Keyword Management window opens Highlight the appropriate AutoFill Keyword Set Type and click View Search E AutoFill Keyword Management m x AutoFill Keyword Set Type LEA Cage Teta by SS m Add Set Wren All View Search TM Case Info bu SSM 3 Inthe Search Value window perform a search for the person you want to add to OnBase 4 Click Find Search Value Enter Primary AutoFill Keyword Set Value 111111111 Cancel 2010 Northwoods Consulting Partners Inc Page 37 of 55 Do
48. our search to a specific Document Type you can use a Custom Query to search for all documents with a certain SSN Case Number or Last Name To open a Custom Query 1 Select File Open Custom Query Or click the Custom Query Tool Bar button mim Document User Processing Admin Workflow Window Help IS Pose me Er Open Retrieve Document m Import Custom Query Close Close All Save As Re Index Print Ctrl F Auta Print Send To CD Setup Exit 2 In the Custom Query dialog 5 9 Custom Query Selection box select the query you g My Custom Queries want to use In this example odi n All Custom Queries we re using the A Docs by All CSEA Docs by Case Manager Case Number SSN or El all CSEA Docs by Case No SSN Name or Order No Name query ids All CSEA Docs bv Document Source m All CSEA Docs Submitted By zu l Docs by ase Humber 53M ar Name m All Dacs Submitted By 3 Enter the value s or partial values for the Keyword s you want to search on CASE NUMBER SSN FIRST NAME or LAST NAME In this example we entered the SSN 4 Click Find Custom Query All Docs by Case Number SSN or Name e Custom Query Selection Enter a case number SSN or name to search for all documents for that case or person then click Find or press Enter on your a My Custom Queries keyboard y All Custom Queries i A All CSEA Docs by Case Manager 34 rp Keywords i All CSE4 Docs by Case No SSN Nam
49. rsNDIRTHW DODSSBin OnB ase 3 D Release verview p gt Delete File After Import Initiate Workflow Document Type Document Type Application File Type POF Document Date 0272472010 HE Keywords SSN CASE NUMBER FIRST NAME LAST NAME PIN CIVILACTIONNUMBER 2010 Northwoods Consulting Partners Inc Page 23 of 55 Do not duplicate or distribute without permission OnBase with Workflow User Manual OnBase Qj NORTHWOODS 7 OnBase will automatically fill in the File Type box The Keywords fields that correspond with the document type you selected will be visible Complete the Keywords fields Ell Import Document File Fath Servers M J Bin sLnB ase ile Document Type Group Document Type File Type Document Date 0272472010 HE Keywords sah 111 11 1111 CASE NUMBER 1111111111 FIRST NAME JOHNNY LAST NAME NORTH wOO0OOS FIM 111111111 CIVIL ACTION NUMBER 11111111111111111111 WF Clear Keywords Clear All 8 You can mark the document to be deleted after the import is completed To do this check the Delete File After Import box Delete File After Import 9 Click Import Note OnBase will appear to pause while the file imports Once the import is finished the Import Document dialog box disappears Most files such as emails faxes and Word documents should not take longer than one minute to import into OnBase however larger documents
50. se a query often you can drag it to your My Custom Queries list so that you can locate it quickly This is helpful for agencies that have a long list of custom queries In the example shown here we dragged the A Docs by Case Number SSN or Name query to My Custom Queries B Z2 Custom Query Selection By My Custom Queries 3 All Custom Queries iy All CSEA Docs by Case Manager bm E All CSEA Docs by Case Ma SSN Mame or Order Mo Bis All CSEA Docs by Document Source 58 AIL CSEA Docs Submitted By All Does by ase Humber 55M or Mame i ia All Docs Submitted By UsiNG DOCUMENT RETRIEVAL If you know the document type you are looking for use Document Retrieval to find it To use Document Retrieval Page 8 of 55 2010 Northwoods Consulting Partners Inc Do not duplicate or distribute without permission Qj NORTHWOODS OnBase with Workflow User Manual OnBase 1 Select File Open Retrieve Document Or click the Document Retrieval Tool Bar button dE OnBase Client OBSERVER mi Document User Processing Admin Workflow L mE ww Highlight File Document User Processing Admin Import Close Close All Save os Re Index Print Suto Print Ctrl F Send To CD Setup Exit 2 Select an entry from the Document Type Groups list You may need to scroll to find the one you want If you do not know which Document Type Group you need check your agency s taxonomy In this ex
51. t agrees to take all reasonable care and precautions to protect the secrecy of and avoid disclosure and unauthorized use of the confidential information Unauthorized reproduction distribution or transfer of this document or any portion of it is forbidden Trademarked names appear throughout this document Rather than list the names and entities that own the trademarks or insert a trademark symbol with each mention of the trademark name Northwoods states that it is using the names for editorial purposes and to the benefit of the trademark owner with no intention of infringing upon the trademark DISCLAIMER Northwoods Consulting Partners has taken every effort to ensure the accuracy of this manual If you should discover any discrepancies please notify us immediately Northwoods Consulting Partners Northwoods Support Center Address Phone 5815 Wall Street 614 545 0999 Dublin Ohio 43017 E Phone helo teamnorthwoods com 614 781 7800 Web http www teamnorthwoods com Page 2 of 55 2010 Northwoods Consulting Partners Inc Do not duplicate or distribute without permission i NORTHWOODS OnBase with Workflow User Manual Table of Contents TABLE OF CONTENTS Tapie Or CORN CM TETTE em 3 OT SO ios ares P eewuu 4 Locating and VIEWING DOCUMENTS winssnssnssmtninaasensaassensiictaueenbecaactntecasesp daca scsatesshoumtianonrenaneeins 6 Using Custom QUETICS cccceecc
52. th Workflow User Manual OnBase Qj NORTHWOODS 6 OnBase will confirm that the changes have been made Click OK 1 Done Converted 3 Document Keywords 7 The old Keyword values will still display until you right click on the list and select Refresh View Selected Clear Selected Print Send To Delete Run Script Render Statement Locate Document Refresh Create List Report Create keyword List Export to DIP File WiorkFlow Briefcase IMPORTING A DOCUMENT OnBase stores scanned documents It is also possible to import other types of files into OnBase that are not scanned including Microsoft Word documents Excel spreadsheets emails RightFax faxes and CRIS E screen prints To import a document into OnBase 1 Save the document to a known location In most applications you can do this by opening the file and selecting File Save or File Save As Open OnBase and select File Import Click on the Browse button and choose the file you want to import Click on the drop down arrow next to the Look In field and select the location of your document 5 Choose your file and click Open Page 22 of 55 2010 Northwoods Consulting Partners Inc Do not duplicate or distribute without permission i NORTHWOODS OnBase with Workflow User Manual OnBase 6 Click the drop down arrow Wnext to Document Type field and select the correct document type El Import Document File Path Wserve
53. the document from another application using Hyland Virtual Print Driver e Import images via dragging and dropping images The OnBase interface consists of a Menu Bar and Tool Bar While viewing a document in OnBase you can perform certain System Tasks which are located in the Tasks Window Typical System Tasks are e Mark Document to be Deleted e Add to My Follow up Tickler e Add to My Documents Received 4E OnBase Client E allta File Document User Processing Admin Workflow Window Help VEER EPSE AM 4 Reliefs OF Dek e P Weigh I Tasks Menu Bar AI Tool Bar Mark Document to be Deleted System Tasks i Add to My Fallew up Tickler Add ta M y Docu ments Hecerved 2 Workdl F a E Docum a Page 4 of 55 2010 Northwoods Consulting Partners Inc Do not duplicate or distribute without permission i NORTHWOODS OnBase with Workflow User Manual OnBase Each document is labeled with values known as Keywords and is stored under the appropriate Document Type Searching OnBase with Keyword values enables you to retrieve all digital documents records for a certain client Combining Keyword values with Document Types allows you to retrieve specific documents for that client for example a pay stub or birth certificate Below are some common OnBase terms Document Group Your agency created a Taxonomy document which categorizes each state and county document into a Group and Type D
54. thwoods Consulting Partners Inc Page 19 of 55 Do not duplicate or distribute without permission OnBase with Workflow User Manual OnBase Qj NORTHWOODS DELETING A DOCUMENT It is possible to delete a document by Re Indexing it Note When possible it is recommended to use a system task to perform this action See Using System Tasks 1 In the Re Index Document dialog box click on the Document Type drop down arrow 2 Select DELETE Mark to be Deleted as the new Document Type and click Re Index Re Index Document Document Type DELETE Mark to be Deleted DELETE Mark to be Deleted Fille lype Emerald Document E EMT Appointment Proot Decent Bis EMT Gas Voucher Keywords EMT Transportation Arrangement Farm EMT Vertications Page 20 of 55 2010 Northwoods Consulting Partners Inc Do not duplicate or distribute without permission i NORTHWOODS OnBase with Workflow User Manual OnBase RE INDEXING MULTIPLE DOCUMENTS AT ONCE You may need to Re Index several documents at once For example a client may change their case number or last name 1 Use Custom Query or Document Retrieval to generate a list of the documents you want to Re Index Highlight each document you want to Re Index select Document Run Script S606 Med Dep CE Verifications MED Third Party Premium Run Script 4 From the list select the script type you want to perform for example we are adding an
55. tion Message For John Doe Attachments 7103 GMB Application 06 20 2007 Reply Delete Forward 2010 Northwoods Consulting Partners Inc Page 31 of 55 Do not duplicate or distribute without permission OnBase with Workflow User Manual OnBase Qj NORTHWOODS SENDING ONBASE INTERNAL MAIL MESSAGES To send a message 1 Open the document you want to send as an attachment and click on the Send Mail Mailbox button on the OnBase Tool Bar dH OnBase Client OBSERVER File Document User Processing Admin Workflow Window Help Ed E Send Mail Button 9 Highlight 2 lo send to e A single recipient click the To arrow W and select a recipient e Multiple recipients click the To button Send Mail From MANAGER Ta To Button Subject Read Receipt Requ sted Message To arrow Attachments i 03 OME Application 0672072007 5 ce 3 Complete the Subject line and Message fields Note The document appears as an attachment at the bottom of the Send Mail window 4 Click Send 5 You will receive a confirmation message Click OK SUCCESS i 1 Message sent successfully Page 32 of 55 2010 Northwoods Consulting Partners Inc Do not duplicate or distribute without permission i NORTHWOODS OnBase with Workflow User Manual OnBase SENDING EXTERNAL MAIL To send a document that is in OnBase to an externa
56. u to combine the contents of several Workflow queues into a single display pane This allows users to view a set of documents by selecting a Life Cycle name instead of having to individually select Workflow queues to view their documents 1 Select User User Options 2 Click on the Workflow Combined View tab 2010 Northwoods Consulting Partners Inc Page 43 of 55 Do not duplicate or distribute without permission OnBase with Workflow User Manual Workflow Qj NORTHWOODS 3 Select the Queue s you want to combine in the Available Queues pane 4 Check the Show Combined View box User Options Retrieval Default Date Document Storage Default Date General Startup Document Workflow Combined View iL SE Deleted Documents JE w BCSE Documents Received a ae BCSE Follow up Tickler amp lAa L SEA Modifications a g CSEA Terminations IM Applications aes IM Case Document Notifications C teal IM Deleted Documents C IM Documents Received Je IM Follow up Tickler 0 ee O75 CSEA Case Heassignment OS Document Source MM Case Heassignment Matifu Multiple Workers I4 Set Follow up Date 10 Days Set Follow up Date 14 Days Set Follow up Date 15 Days Set Follow up Date 30 Days Set Follow up Date 5 Days WF Distribution CSEA WF Distribution 1h Ge Ee Ge Ee Be E fe fe h cnm pip ERE A A Show Combined view Show Combined
57. ument that you accidentally submitted to OnBase In such cases you can mark the document to be deleted The document will be sent to a designated supervisor for approval before it is actually deleted To delete a document from OnBase 1 Generate a list of documents by using Document Retrieval or Custom Query 2 Select the document you want to delete 3 Click on the Mark to be Deleted System Task The Document Type changes to Mark to be Deleted and the document no longer appears in the list SENDING A DOCUMENT TO WORKFLOW Optional If your agency uses Workflow and you accidentally filed a document away you can easily send it back to your Documents Received or Follow Up Tickler folder by using a OnBase System Task To send a document back to Workflow 1 Generate a list of documents by using Document Retrieval or Custom Query 2 Select the document you want to send to your Workflow 3 Click Add to My Documents Received or Add to My Follow Up Tickler 2010 Northwoods Consulting Partners Inc Page 27 of 55 Do not duplicate or distribute without permission OnBase with Workflow User Manual OnBase QU NORTHWOODS VIEWING THE DOCUMENT HISTORY When a OnBase user views rotates Re Indexes or modifies a document each action is stored in the document history To view the history of a document 1 Right click on the document and select History Keywords CErl K Cross References Motes Redacted Image Print D
58. uments similar to Post it notes Keep in mind that the Sticky Notes you create can be seen modified and or deleted by all users OHIO DEPARTMENT OF JOB AND FAMILY SERVICES APPLICATION REAPPLICATION VERIFICATION REQUEST CHECKLIST FOR HEALTHY START EXPEDITED MEDICAID ASSISTANCE GROUP NAME APPLICATION DATE ASSISTANCE GROUP NUMBER JOHNNY NORTHWOODS 10 03 2006 1111111111 Certain eligibility factors Vi teaa ase F ounty department of job and family services can determine your eligibility E S of a Yellow Medicaid Checked below are documents needed Notice the User Date and Time Birth Certificate are attached to the note automatically Identity proof of Income verification self employment records etc Pregnancy verificatio s Page 14 of 55 2010 Northwoods Consulting Partners Inc Do not duplicate or distribute without permission i NORTHWOODS OnBase with Workflow User Manual OnBase To add a Sticky Note to a document 1 Open the document you want to add a Sticky Note to and click on the Attach Note button on the Tool Bar OR 1 Right click the document and select Note Add Note 2 Enter the text you want in the Sticky Note HOW OR PU oe iD J ba CECO Gale T j k MANGER Ur AJUS 1 19 37 FM This is an example of a Yellow Stiky Note Notice that the user creating the sticky note date and time automatically display at the top of this sticky note 3 Click on the Minimiz
59. w User Manual OnBase PRINTING WITH NOTES You choose different printing with notes options QU NORTHWOODS 1 Right click on the document you want to print and select Print Print Selected 2 A Print dialog box opens The following options can be selected a Annotation and or Note Icon On Document prints the annotations for example a Highlight It does not print a Sticky Note icon b Note Text On Document prints the text where the annotation is c Note Text After Document prints a separate page with the note details 3 Click Print Printing Selected Documents Print Queue Compass Office Automation Frint Format Default gt Orientation f Portrait C Landscape Print Range fe All Hotes Printing Annotation andor Note leon On Document Note Text On Document Note Text After Document Default Settings Set As Default 5 Sos Page 26 of 55 Overlay Print Print Overlay Fax Compatible dob Settings Number of Copies 1 M Single Print Jab Continuous Flow Print Revision C All Revisions f Curent Revision Color t Color f Black amp white Image CTARA f Best Fit One to One Cancel 2010 Northwoods Consulting Partners Inc Do not duplicate or distribute without permission i NORTHWOODS OnBase with Workflow User Manual OnBase DELETING A DOCUMENT Under certain circumstances you may want to delete a doc
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