Basics
This process is used to correctly exit out of the OnBase system.
What is 'Go to the systems tray, right click the OnBase icon and select Exit OnBase.'
Select this option search for a client's folder.
What is File Cabinets.
Unlike the note log, these two document editing features can be edited and deleted.
What is Sticky Note and Highlighting.
This function is used to transfer a document to another worker.
What is Assign and Route.
DOCUMENT EDITING: Staples cannot be removed once the documents have been linked or attached together. T / F
What is 'False'.
OnBase is known and used as our
What is Document Management System.
This is entered as part of the search for Wild Card.
What is an asterisk.
This form is used for a new client who does not have a County Case Number.
What is the CCN-New Request Form.
To access your Workflow (personal mailbox), you should follow these steps.
What is 'click on Workflow from the home screen, Apply Filter and enter your 3-digit number'.
FORMS: Which form should be used to for a client that has a CCN and is reporting a change. Hint: This change should show on the Client Profile Form.
What is 'CCN - Update Request'
Once a document is added to the OnBase system, the information is considered as...
What is Known to all.
This is a search function where you can search for a document by an identifier.
What is Customer Queries.
This editing function virtually establishes a link between documents.
What is Stapling.
Complete these steps when adding a document to your Workflow.
What is 'Enter the worker/district number and In the Review field, enter Yes.'
WORK FLOW: This form is unique because when it is uploaded, it can be indexed to more than one case worker at the same time.
What is 'Change Form'.
Another name for OnBase.
What is Hyland or Utility Client.
The __________ contains demographic information about the client and note log.
What is the Client Profile Form.
Once added, this cannot be edited or deleted.
What is note(s) added to the Client Profile Form.
The way to properly update the County Case Number on Return Mail is by using...
What is Keywords.
FORMS: All household members should be added to this, there is only one of these per CCN.
What is 'Client Profile Form'.
This is used to determine the name of each document that is received and uploaded/added to OnBase.
What is the Doc Type List.
When printing to OnBase, after clicking print, select...
What is Hyland Virtual Print Driver.
This function can be used to combine, separate and duplicate documents in OnBase.
What is 'Document Separation' under the image tab.
Documents with an invalid worker number or program keyword values are routed to the ________ if the program name doesn't auto-fill when a worker number is entered.
What is the ES-Initial Exceptions Queue.
WORK FLOW: Name a document type that can be completed out of your workflow without a county case number (CCN).
What is ' Returned Mail - SDX, Returned Mail - Medicaid Card - SDX, or Carolina Access Form'.