Description

Introduction
This training provides a complete understanding of OnBase Workflow Designer, enabling participants to build, automate, and optimize business processes. It covers workflow configuration, rules, actions, routing logic, and best practices to streamline organizational operations.

Prerequisites
Basic understanding of OnBase platform
Familiarity with documents, queues, and life cycles
General knowledge of business process flows

Table of Contents
1 Overview of OnBase Workflow
1.1 Workflow Concepts and Life Cycles
1.2 Queues, Rules, and Actions
1.3 Workflow Designer Interface
2 Designing Business Workflows
2.1 Creating Life Cycles and Queues
2.2 Building Rules and Conditions
2.3 Using Actions for Process Automation
3 Routing and Decision Logic
3.1 Creating Conditional Routes
3.2 Timers, Delays, and Automated Decisions
3.3 Handling Exceptions and Error Paths
4 Advanced Automation Features
4.1 WorkView Integration
4.2 Auto-Launch and Ad Hoc Tasks
4.3 Scripting and Custom Extensions
5 User Interaction & Forms
5.1 WorkView Forms and Unity Forms
5.2 Configuring User Tasks
5.3 Approvals, Reviews & Notifications
6 Workflow Administration & Monitoring
6.1 Managing Workflow Performance
6.2 Queue Monitoring & Reporting
6.3 Troubleshooting Workflow Issues
7 Best Practices & Optimization Strategies
7.1 Design Standards and Naming Conventions
7.2 Performance Optimization Techniques
7.3 Governance and Change Management

This course equips participants with the skills to design and automate powerful workflows in OnBase. By mastering Workflow Designer, organizations can increase efficiency, reduce manual effort, and improve operational accuracy.