OnBase

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OnBase

• OnBase Resolution Tracking and Approval Process
• SCC/OPU Approvals

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• The SCC/OPU Approval is an added enhancement in
  the new OnBase Resolution Tracking and Approval
  solution. This approval mirrors the FMS purchase
  order approval process. When a resolution is
  entered against any of the account numbers that
  you are responsible for the resolution will
  appear in your SCC/OPU Queue for your review and
  approval. This queue is located in the OnBase
  Resolution Approval Process.
• The FMS account code restriction file is used to
  identify which purchase order approver should
  have access for the approvals of each resolution.
  The FMS account code restriction file is updated
  daily to ensure accuracy. If you identify an
  account that you do not have access to, please
  contact Bernie Eichner at 574-8240 or Nora Svatek
  at 574-8237.

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• This SCC/OPU queue should be checked periodically
  throughout the day to keep the workflow of the
  resolution moving.
• Log into Internet Explorer then go to
  http//srlc9onb02/AppNet/Login.aspx. The OnBase
  login screen will appear. Your username is the
  same as your FMS username. The first time you log
  in your password is password. After the
  initial sign on you will be prompted to change
  your password. You will also have the ability to
  change your password as needed.

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After logging into OnBase, click
DocumentgtWorkflow.
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Scroll down to Resolution Approval Process.
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Click on the plus sign to the left of Resolution
Process. Your workflow and the queues that you
have access to will appear. For resolution
approval at the scc/opu level, click on the
scc/opu queue.
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Any resolutions that you need to review and
approve will appear in a hit list in the upper
right hand pane on your screen. To review and
approve the resolution related to your account
numbers, click on the resolution. It will
appear in the lower pane of your window. If the
resolution is not visible, you will need to
expand your screen so it appears.
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• At this time you now have the ability to review
  the resolution by using the scroll bar located in
  the resolution pane on the right hand side. If
  you are satisfied with the validity and accuracy
  of this resolution, you will press the box
  labeled Approve Resolution. If you do not
  agree with this resolution, press the stop sign
  labeled Dispute Resolution. A dispute box will
  appear that allows you to make comments. Enter
  your comments in this sticky note. This note
  will follow the resolution for the life of the
  resolution.
• If the resolution is disputed, it is routed back
  to the Chief Dispute queue for review and changes
  by the Originator.
• If the resolution is approved by you, it is then
  routed to your Chief review queue for continuing
  through the approval workflow until it ultimately
  becomes an FMS purchase order.