Four Timeless OnBase Best Practices
Many best practices for OnBase relate to all different portions of the software, including best practices for setting up and maintaining the database, scanning document batches, setting up Workflow and WorkView, and even creating disk groups, users, and user groups.
However, four basic best practices stand out among the rest as simple but effective ways to maximize your system’s reliability and usability, and provide an almost instant return on investment.
Regardless of your system’s size, configuration, volume, or modules used, KeyMark considers the following OnBase tactics as timeless strategies for success.
- Create a comprehensive OnBase training plan for all users.
- Document your OnBase system.
- Test, test, and test again.
- Upgrade your system regularly.
Let’s take a closer look at each.
1. Comprehensive OnBase Administrator Training
2. Provide Documentation for your OnBase System
- Employ consistent naming conventions that make it easier for everyone to understand how the system operates and integrates with other areas of OnBase (or other systems) — keeping your configuration coherent and logical.
- Enforce date stamping and descriptions of changes documented, including a record of who made the change.
- Establish an overview of your system and its components to make narrowing down the source of an issue much easier. If the person who designed a particular process is unavailable or has recently left the organization, documentation can explain the purpose and function of changes that might not be apparent.