2019 Naviant Summit Half-Day Training Courses

On day two of the Summit, we are offering new hands-on training courses detailing popular topics. When you register for the Summit, you may choose which half-day training courses you would like to attend. Training courses are free of charge for Naviant tiered support customers and are available to non-tiered support customers for a fee of $249/person for day two. Class sizes are limited.

Half-day OnBase Training Course Available

  • Morning Sessions
    • OnBase Reporting Dashboards
    • OnBase System Administration Tips & Tricks
    • OnBase Recertification: System Administration (OCSA)
  • Afternoon Sessions
    • OnBase WorkView
    • OnBase Workflow
    • OnBase Recertification: Workflow Administration (OCWA)

OnBase Reporting Dashboards

The power of analytics shines through with OnBase Reporting Dashboards. With point-and-click configuration, easily visualize your business data within your OnBase solution. We will walk users
through the process of drilling down into specific data, how to easily share dashboards with other users, export the data to Excel, and more. Dashboards can provide users with the significant insights into data; provide IT employees critical system monitoring data; provide management control of process and workflows; and, provide end users a way to monitor their individual workload. Experience the power of analytics through OnBase Reporting Dashboards.

OnBase System Administration Tips & Tricks

Ever wonder how they do that and make it look so easy? OnBase is filled with many great features and functions; it is impossible to cover them all in a single training or even weeks of training. This class will unveil many of the best tips and tricks that have saved OnBase users, admins and companies time and money. You will be able to apply many of these tips and tricks with hands-on exercises so you can apply this knowledge long after the class has ended. Explore many of the underutilized features and functions that were added by Hyland to improve businesses like yours. Be prepared to learn, share and grow during this fun, exciting and informative session that will propel your OnBase solution to the next level.

OnBase Recertification: System Administration (OCSA)

Explore how changes, new features and best practices directly impact OnBase System Administration with a group of experienced OnBase System Administrators. We will discuss performance, administration, user acceptance, training, troubleshooting and more in an interactive, hands-on environment. Upon successful completion of this course, any individual who is (or was) an OnBase Certified System Administrator (OCSA) will have their certification status extended for two years. Please note that this session is not a substitute for the OnBase System Administration training course. You may attend even if you have not completed the OnBase System Administration training course in the past, but only those individuals who have been an OCSA are eligible for the recertification component.

OnBase WorkView

Workflow is great for document-centric, repeatable processes that may have exceptions to the standard process. But what if your processes are more data-driven, dynamic in nature, and require a knowledge worker to make decisions dependent on the case? This is where Case Management (WorkView) fits in. Often complementing Workflow, Case Management can be easily configured to manage a variety of related data revolving around a case. In this training, you will learn core concepts needed to define a Case Management application and design an application from scratch to experience the power of Case Management.

OnBase Workflow

Do you have business processes you want to standardize or automate? Do you have forms that you manually route around the office for approvals or to share common interested information? This OnBase Workflow class will be your winning ticket to impressing your boss while learning through real world examples on how to standardize and automate redundant business process tasks. You will build your own workflow while using the updated OnBase Studio interface including the latest and greatest OnBase workflow features. The OnBase workflow knowledge you will gain from this class will pay off for years to come. Come share in the wealth of knowledge that OnBase workflow provides.

OnBase Recertification: Workflow Administration (OCWA)

Workflow has yet again been extended, allowing Workflow designers to reduce logic complexity and expand their options in meeting business needs. This class will explore the new concepts of child work items, how they relate back to the parent, and how the concept can reduce the amount of rules, actions and custom code needed. We will explore the newest notification features, the improvements in item generator, and how to simplify working with multi-instance keyword type groups. We’ll also explore the most significant changes in previous versions to ensure that you’re well informed on the latest Workflow capabilities that you can start using immediately. Upon successful completion of this course, any individual who is (or was) an OnBase Certified Workflow Administrator (OCWA) will have their certification status extended for two years. Please note that this session is not a substitute for the OnBase Workflow Administration training courses. You may attend even if you have not completed the OnBase Workflow training course in the past, but only those individuals who have been an OCWA are eligible for the recertification component.