Configuring Calendars and Org Charts in Institutional Databases - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

The implementation of coverage, Calendars, and Org Charts in institutional databases is identical to that in a standard database, with the following notes:

  • Upon creation of the Org Chart, the user will be prompted to assign the Org Chart to a particular institution.

  • Users can assign one Calendar and one Org Chart to a life cycle, per configured institution, when a queue is marked for institutional settings. This allows separate institutions that have identical business processes to share the same life cycles and queues.

  • Only Super Users are permitted to see user names and documents across institutional boundaries. Workflow Administrators are only able to administer to users within their own institutions unless they are also designated as Super Users. Workflow Administrators fall under any of the following categories:

    • Users in an Administrator group

    • Those users granted the Workflow Administrative Processing Product Right

    • Queue-based Administrators