WorkView is a point-and-click configurable application creation tool that allows you to create customized solutions for tracking business interactions. WorkView lets you track business issues and interactions, such as phone calls, e-mails and other events associated with issue resolution. OnBase documents that support an issue can be attached to the interaction and easily referenced by users.
For example, WorkView could be used in an Accounts Payable department to track interactions associated with invoices, e-mails, phone conversations, and other events that transpire between the accounts payable employee and a vendor. Records of these transactions can be easily accessed in the future by any employee, speeding up an organization's ability to resolve issues.
Records of interaction can be searched for and retrieved based on criteria that you define. For example, you may wish to search for all Accounts Payable interactions with a Status of “open” or all issues that have been created within the last week.
A centralized method of tracking business interactions reduces duplication of effort, improves communication and reduces errors. Each time a user enters information, the entire organization benefits by allowing access to information regarding business transactions.
As of OnBase 14, the WorkView database schema is included with the main OnBase database schema. If you are upgrading from a version of OnBase prior to OnBase 14 and you need to access WorkView, you must access OnBase through an OnBase Foundation 24.1 client (i.e., the OnBase Web Client or the OnBase Unity Client). If you do not need to access WorkView or any interface that interacts with WorkView after upgrading, you can continue to access OnBase from older versions of your client.