OnBase Content Management Phase II - Onboarding


Project Status

 On Target

Last Reported

July 5, 2022

Project Manager

Heidi Ling

Project Sponsor

Chuck Lanham
Wanna VanCuren


Phase Two of the OnBase content management project is Unity Forms, workflow, and onboarding departments.

OnBase manages enterprise content from the point of inception all the way through the information lifecycle until final archival and destruction. Departments are choosing OnBase to go paperless. With OnBase they gain capabilities which far exceed standard enterprise content management functionality.

If you have any questions about this project please feel free to contact Chuck Lanham at x3917, Wanna VanCuren at x2992, or Project Manager Heidi Ling at x4220.

Status Summary

Each phase II mini-project is unique; they are planned and scheduled individually upon the official request and subsequent scoping discussion.

In Process

  • User acceptance testing for Fairhaven continued in June.
  • Ongoing requirements gathering for Registrar's Office Unity forms.
  • Software Procurement Unity Form workflow. 
  • End-to-end testing Child Development Center waitlist intake form.
  • Setup and user acceptance testing is planned for July for the following departments:
    • CHSS Dean's Office
    • Accounting Services
  • Rework and move to production in July for the following departments:
    • Accounts Payable
    • Environmental Studies 

Recently Completed

  • Woodring College of Education migration to OnBase Content Management is complete.
  • Requirement gathering completed in May for:
    • Environmental Studies
    • CHSS Dean's Office
    • Accounts Payable
    • Accounting Services - Student Fiscal
  • Unity Form Prototypes
    • Child Development Center waitlist intake
    • Software Procurement
    • Registrar's Office (3 forms)

What's next

  • Publish Child Development Center waitlist intake Unity Form URL.
  • Resume NTT Contract Unity Form Prototype in July.
  • Requirements gathering for the History Department begins in July.
  • Requirements gathering for managing eMarket sites begins in July with Treasury.
  • Woodring Test Scores Workflow requirements gathering begins in July.