Electronic Forms - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

Workflow is often used in conjunction with Electronic Forms (E-Forms), which can be used for request processes that require one or more levels of verification. For example, a Human Resources department's vacation request process may require that one or more managers sign a vacation request before it is approved. The OnBase Digital Signature module can be used in conjunction with Workflow and E-Forms to provide a means for electronically signing documents.

Example applications for E-Forms include:

  • Requests for Purchase Orders

  • Departmental work requests. For example, an “Information Systems Request” can be filled out by a user who needs assistance from the organization's IS department. When the E-Form is submitted, an employee is notified. The request can be assigned a status, enabling the originator to check on the progress of the request at any time.

  • Office supplies

  • Software bugs and enhancements

  • Online questionnaires. Answers are standardized and tabulating the results is a more streamlined process.

  • Shipping requests