Multiple Ways to Index, Search, and Retrieve – OnBase is uniquely capable when customers demand multiple ways to index, search for, and retrieve content from an archive repository. Customers appreciate the flexibility OnBase provides to process archived reports and content via workflow and integration, through primary business applications.
OnBase Highly Integrated Software Suite – Most ECM systems provide a common front end for interfacing with several separate software packages. By contrast, OnBase is a single software application, a single configuration interface, and a single user interface for all processing and retrieval. This unparalleled level of integration enables OnBase to provide an exhaustive amount of out-of-the-box functionality for building sophisticated data, content management and workflow solutions.
OnBase is built upon a highly developed web-based, client/server, and Mobile architecture that delivers high performance solutions for the department, division, or enterprise. OnBase offers users the flexibility of accessing the system through several types of thin (browser-based) clients.
Secure, Scalable and Reliable Architecture – OnBase’s scalable architecture enables the customization of user group rights and privileges and provides secure and reliable access to OnBase content repositories.
Rapid Deployment – The rapid deployment of REQUORDIT software allows customers to realize a return on their investment quickly.
OnBase Data Objects, Document Types and Keywords – OnBase manages both data and documents and treats it all as content. By supporting structured content in many table structures as well as document content, sophisticated knowledge worker solutions can be implemented by eliminating point solutions and simplifying the IT support requirements. Every piece of document content in the OnBase system is indexed by a document type and a set of keywords, or index fields. The indexing of documents is a very efficient process. Systems that lack this core capability lack the ability for “knowing” what is in the system.
Workflow and E-Forms
One of the most distinguishing features of the OnBase product is the ability to develop sophisticated rules-based workflows with case statements, alternative actions, and timers without requiring code.
OnBase Workflow is beneficial whenever successive points of input or action are required to complete a task, process, or procedure. Workflow provides the ability to prompt users for input or to process documents automatically based on a keyword or other information, and is often extended using scripts.
E-Forms Replace Paper-based Forms – OnBase’s electronic forms products provide users with the ability to submit pre-defined electronic forms directly to OnBase. Electronic forms add significant functionality and time savings in everyday work. Forms previously completed on paper and scanned into the systems or retyped into databases can now be created directly within the OnBase system. Paper is eliminated, consistency is improved, and the result is a more streamlined process.
Search
OnBase has several ways to search for documents which can be configured to the user preference or to a department standard, including:
- Document Retrieval: offering keyword search to retrieve documents with specific keywords assigned to them
- Foldering (Electronic File Cabinets): browsing documents via virtual folders
- WorkView (Case Management) Search: when organizations use WorkView (OnBase’s dynamic case management)
- Advanced Search: combining multiple search fields, ranges, and logic
- Related Documents Search: viewing related documents to the one retrieved
- Saved Searches / Personal Queries: frequently-used searches saved for easy reuse; users can create personal queries for quick access
- Full Text Search: searching inside the content of documents; requires enabled OnBase Full-Text Search module
- Custom Queries: predefined search screens built by an admin
Integrations
OnBase has many tools for integration with line of business applications; their software allows customers to rapidly integrate OnBase with Windows, Java, text, and Web-based applications, often without the need for custom coding.
Reporting Dashboards
Reporting Dashboards graphically displays data returned from a configured data provider as a dashboard, or display data as easily categorized and sorted reports. Dashboards can contain multiple dashboard items including basic pie, chart, and bar graphs, or more advanced displays such as gauges, pivot tables, and maps, all of which allow users to quickly identify relevant information and trends surrounding the data managed by the data provider.
Records Management in OnBase
OnBase Records Management (RM) controls the retention of all associated business records securely within the OnBase Folders interface. The retention cycle of a folder is triggered by an event (or the passage of time), which ties records management strategies into organizational business processes.
OnBase App Builder
The OnBase App Builder represents a transformational shift in the OnBase user experience by enabling intuitive persona-based experiences. With streamlined views of only the content and functionality relevant to a role, App Builder presents OnBase solutions as modern web apps in the user’s terminology.
OnBase administrators can create different applications for their end users based on their persona and specific job function. Administrators can also create content-centric applications with multiple layouts based on how their users need to interact with content.
REQUORDIT Service Group
- Professional Services for Integrations and Workflow Automation
- Installation, Configuration and Training
- Support Team 24/7
- Dedicated Software Upgrade Team
- Development Team for Custom or Low Code Development
- Business Analysts for Consulting and Planning
- REQUORDIT Cloud Storage Engineers
