2016 Summit Day Two Training Courses

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 $198/person for day two. Class sizes are limited.

Attendees for Day Two of the Naviant Summit may choose from several half-day training course options, including:

  • AM Sessions Offered
    • Case Management
    • Workflow: A Work of Art
  • PM Sessions Offered
    • Spice Up Your OnBase System Administration Knowledge
    • Unity Forms

Morning Courses (3 Hours)

Case Management

If your organization has a variety of Microsoft Access databases, shared Excel spreadsheets, or even Lotus Notes applications, you might want to learn more about how WorkView/Case Manager can help alleviate these silos of information. Full integrated with the rest of your OnBase suite, WorkView/Case Manager can be rapidly configured to manage disparate data that doesn’t have a home within your core line of business applications. Setting up an application is much easier than you might think. Within this training session, you will learn all of the core concepts needed to define a WorkView application, and then via a hands-on lab, configure an application from scratch to gain an understanding of the potential power of WorkView. You will learn how to:

  • Configure a WorkView application
  • Design screens to display case records
  • Setup filters to find relevant records
  • Link related objects for a user friendly interface
  • Expose OnBase-stored documents and content related to WorkView records
  • Leverage WorkView with new or existing Workflow processes

Workflow: A Work of Art

OnBase workflow provides an ideal canvas for you, the OnBase administrator, to create your efficient work of art. Every artist needs to find inspiration and this class will fulfill your artistic desires for both blooming artists and master artisans alike. Key design concepts, latest workflow features, workflow administration tips and hands-on workflow labs will provide you many opportunities to be inspired. Grab your brushes and join us in the OnBase Studio to begin your workflow work of art!

Afternoon Courses (2 Hours)

Spice Up Your OnBase System Administration Knowledge

Like to cook but only have time for frozen pizza lately? Get out of the OnBase System Administration routine tasks and join us for an interactive fun filled education that is sure to please all of your senses. OnBase is packed with functionality that all System Administrators should explore to produce the most efficient and healthy systems. We will cover the culinary basics of OnBase including system architecture, basic disaster recovery, built-in tools, and more advanced administration tips and tricks so you can prepare a gourmet meal for your entire organization. Grab your favorite spices and bring your hunger for OnBase System Administration knowledge.

Unity Forms

By now I’m sure you’re probably heard of Unity Forms, but have you been able to realize the full power of your configured forms? The capabilities of Unity Forms has continually expanded since their introduction well over five years ago. Easy to setup and use, Unity Forms have become quite versatile, useful for a variety of tasks within OnBase, but also being shared outside of the OnBase client and used to capture data from mobile devices. Within this hands-on lab session we’ll cover the basics of configuring a Unity Form as well as recent enhancements and many of the powerful features including:

  • Drag-and-drop form design
  • Built-in data validation
  • User group security of forms, sections, and fields
  • Attaching documents and related content while completing a form
  • Custom actions and conditional logic
  • Sharing forms outside of OnBase
  • Capturing signatures on completed forms

View Day One Summit Agenda

For the full detailed Summit agenda, including detailed session overviews, complete agenda with timelines, session topics, and other details please visit 2016 Naviant Summit Agenda and Sessions.

To register to attend one of the sessions outlined above, please visit our Summit Registration Page.