Users' training needs may vary widely, but patience and persistence will pay off.
- Take nothing about your users for granted. Concepts that seem basic may be completely foreign to new users.
- Some users may lack basic knowledge of common Microsoft Windows® and mouse concepts. Identify users who lack computer experience and teach them these basic concepts. The organization's Information Technology department may be able to provide this training. This training will make it easier for users to follow instructions when they are being trained in OnBase.
- If users have no previous OnBase experience, train them on basic OnBase concepts, such as pages, documents, Document Types, and Keyword Types. Ensure users have enough OnBase knowledge to successfully accomplish their tasks.
- If how OnBase handles medical records is completely new to users, be prepared to step back and educate them on the basic process. If possible, draw parallels between the users' current processes and the processes in OnBase. For more information, see Thoroughly Understand Users' Processes.
- Demonstrate what could go wrong and the consequences.
- If a user has a question you cannot immediately answer, remember to research and answer the user's question at a later time.