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ONBASE WORKVIEW
The OnBase WorkView module enables organizations to view and track both information and interactions surrounding a specific business process. Core business processes are rarely carried out without human interaction. WorkView ties together the documents that are generated and transitioned through a business process with content that is produced by participants in the process. Whether the business process is claims processing, IT support call resolution or customer service, WorkView provides a technology to integrate and structure the way in which organizations collaborate to achieve their goals.
OnBase WorkView provides "views" into each step within a given process. Each view provides a mechanism for understanding and tracking a case working its way through the system. A case is a conceptual container consisting of documents, events and interactions pertaining to a single definable instance. Case examples could include a particular insurance claim, a phase of a project, an individual business client - in fact any single unit around which content and/or human interaction can revolve. Interaction between a user and customer or between two internal users is logged within WorkView. These interactions build a complete historical view of the life of a particular case. A case status is defined and may change as the case transitions through the process, providing detailed information available to the participants involved. Case, case status, customer or other definable criteria can be used when searching within WorkView.
Integrated as part of the OnBase enterprise content management solution, WorkView unites data and human interaction, providing a complete view of the business. The ability to capture, track and analyze status, performance and a behavior through a single interface enables organizations to swiftly act upon issues and rapidly develop methods for managing critical processes.
Application
WorkView deployment is carried out via a point-and-click interface requiring no custom coding or scripting. The discovery process is carried out to ascertain the way in which WorkView will be deployed and the scope of the application, along with the elements to be captured. WorkView provides two separate interfaces developed for the user base and for management. The management-specific interface provides additional controls for configuration and process adjustments.
Once deployed, WorkView users generate, add to and a complete collaborative business processes. Initially a case is opened outlining the details of issue or processes to be dealt with. Once created, the case is worked upon until it reaches resolution. An existing case requiring specific input may be handled by numerous users and departments across an organization. At each point of interaction, user data is captured and stored as part of the case. As the case transitions through the process, each user may view the previously logged interactions. Once completed, the case is archived for reference and can be retrieved in the future for audit and accounting purposes.
When deployed with the OnBase workflow module, WorkView delivers a further level of dynamism by automatically routing content between collaborating participants. The two modules in concert provide a mechanism to create, collaborate, log, execute and conclude business transactions in a structured, efficient environment, harnessing the strength of OnBase's document management capabilities.
Core Features
