1 / 9

OnBase

OnBase. OnBase Resolution Tracking and Approval Process SCC/OPU Approvals.

jewell
Download Presentation

OnBase

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. OnBase OnBase Resolution Tracking and Approval Process SCC/OPU Approvals Prepared by CMSD Office of the Chief Financial Officer

  2. The SCC/OPU Approval is an added enhancement in the new OnBase Resolution Tracking and Approval solution. This approval mirrors the FMS purchase order approval process. When a resolution is entered against any of the account numbers that you are responsible for the resolution will appear in your SCC/OPU Queue for your review and approval. This queue is located in the OnBase Resolution Approval Process. • The FMS account code restriction file is used to identify which purchase order approver should have access for the approvals of each resolution. The FMS account code restriction file is updated daily to ensure accuracy. If you identify an account that you do not have access to, please contact Bernie Eichner at 574-8240 or Nora Svatek at 574-8237. Prepared by CMSD Office of the Chief Financial Officer

  3. This SCC/OPU queue should be checked periodically throughout the day to keep the workflow of the resolution moving. • Log into Internet Explorer – then go to: http://srlc9onb02/AppNet/Login.aspx. The OnBase login screen will appear. Your username is the same as your FMS username. The first time you log in your password is ‘password’. After the initial sign on you will be prompted to change your password. You will also have the ability to change your password as needed. Prepared by CMSD Office of the Chief Financial Officer

  4. After logging into OnBase, click Document>Workflow. Prepared by CMSD Office of the Chief Financial Officer

  5. Scroll down to Resolution Approval Process. Prepared by CMSD Office of the Chief Financial Officer

  6. Click on the plus sign to the left of Resolution Process. Your workflow and the queues that you have access to will appear. For resolution approval at the scc/opu level, click on the scc/opu queue. Prepared by CMSD Office of the Chief Financial Officer

  7. Any resolutions that you need to review and approve will appear in a hit list in the upper right hand pane on your screen. To review and approve the resolution related to your account numbers, click on the resolution. It will appear in the lower pane of your window. If the resolution is not visible, you will need to expand your screen so it appears. Prepared by CMSD Office of the Chief Financial Officer

  8. Prepared by CMSD Office of the Chief Financial Officer

  9. At this time you now have the ability to review the resolution by using the scroll bar located in the resolution pane on the right hand side. If you are satisfied with the validity and accuracy of this resolution, you will press the box labeled ‘Approve Resolution’. If you do not agree with this resolution, press the stop sign labeled ‘Dispute Resolution’. A dispute box will appear that allows you to make comments. Enter your comments in this sticky note. This note will follow the resolution for the life of the resolution. • If the resolution is disputed, it is routed back to the Chief Dispute queue for review and changes by the ‘Originator’. • If the resolution is approved by you, it is then routed to your Chief review queue for continuing through the approval workflow until it ultimately becomes an FMS purchase order. Prepared by CMSD Office of the Chief Financial Officer

More Related