Navigation
How do you get to Workflow?
From the ribbon in the Unity Client, select Workflow.
Note: If using the Web Client, use the hamburger menu (3 lines) in the upper left corner to select Workflow.
From the Hit List in either a Workflow Queue or a Custom Query, what can you do modify the layout?
Sort - click on any column header
Filter - enter the information below the header
Group - drag column header up to the top section
Reorder - drag/move column header left or right
What does the Route Forward Ad Hoc task do?
It moves the student to the next applicable queue in the process
How do you annotate on a document while in Workflow?
Go to the Document tab and select the type of annotation needed
From the Hit List of results in a Queue, what can you do to modify the layout of the results?
Sort - click on any column header
Filter - enter the information below the header
Group - drag column header up to the top section
Reorder - drag/move column header left or right
What are the buttons called at the top of the Unity Client ribbon related to actions you can take in Workflow?
Ad Hoc Tasks
What does the End Routing Ad Hoc task do?
This will remove them from the Workflow.
Note: Documents will remain in OnBase
When would you use the Forms button->Admissions Review Form?
If you had to work with a student that hasn't yet had their Admissions Form automatically generate.
Note: The Admissions process will automatically create the Registrar Form. The Registrar Form should not be manually created.
How do you display the primary document?
Within the workflow tab, in the ribbon there is a Primary Viewer button
Can I add/attach more than one related document at a time?
Yes. Please note, you will still need to set the Document Type for each document you attach.
What does the Reprocess Application Ad Hoc Task do?
It allows the user to modify Keywords and send back into Initial Review Queue to be redistributed.
How can I see all documents in the Evaluators queue?
Users configured as Admins can click on the Queue Administration tab. Click Show All Items from the ribbon to see all documents within the queue regardless of to whom they are assigned.
How do you see the Admissions Review Form and Transcript at the same time?
From the Workflow tab, click on the Secondary Viewer button in the ribbon.
Note - once enabled, use the bars between each section to size each window
How long does a document remain in Complete?
Two days.
You can use Return to Previous Queue Ad Hoc task to send it back to the step it was in prior to Complete
What does the Transcript Update Ad Hoc Task do?
Routes the student to the Transcript Update queue.
How can I reassign documents to another Evaluator in the Evaluators Queue?
In Queue Administration, the Workflow Admin users can select the Reassign Item action to reassign a single student. Use the Queue Administration button to drag/drop multiple documents from one user to another.
Additionally, you can Rebalance the entire workload across all Evaluators.
If you don't have access to the Workflow Queue, where can you see which step of the workflow the document is currently located?
Use the Custom Query and search for the student. There is a Workflow Queue column in the results.
What is Load Balancing?
We have 5 Evaluators that work in the Evaluators Queue. The system will automatically assign the document to the 5 in order (1-5 round robbin). They will only see the ones assigned to them.
What does the Import Supporting Docs Ad Hoc Task do?
It allows the user to add documents without leaving Workflow. Click the button and the UG-Document Import Form is opened and prepopulated with the student information that allows for the user to select document type and browse via the Attach button.
Note: This is available in all queues
At what steps in the process is Banner updated by OnBase?
After an Evaluation is completed in the Evaluators, Re-Admit Evaluation or Transcript update queues.