OnBase Best Practices Report Guide - Hyland Software



OnBase Best Practices Report Guide The OnBase Best Practices Report is the final requirement for the OCAWA (OnBase Certified Advanced Workflow Administrator) certification. To be eligible for the OCAWA each person must submit a copy of both sections of this report. After completing section 1 & 2, please email your report to installation_report@. We will review your report (1-2 weeks) and email you once your certification status has been updated. If you have questions, please visit: WBP Submitter InformationYour Name: FORMTEXT Type here...Your E-mail: FORMTEXT Type here...OnBase Company Name:(Name of the company this report is referencing.) FORMTEXT Type here...Section 1: Your Organization’s Best PracticesProvide a brief description of your organization’s Workflow Best Practices (1-2 paragraphs): FORMTEXT Type here...Section 2: Best Practice QuestionsProvide answers to the following questions:What is your organization’s process for identifying and obtaining the requirements of a business process? FORMTEXT Type here...Detail the steps your organization employs in migrating a workflow application from the test environment to production. FORMTEXT Type here...List the major types of changes that are introduced into a workflow process once it has been brought online. Also, outline the change request and implementation procedures. FORMTEXT Type here...How does your organization document the business process and where are those supporting materials maintained? Who is responsible for updating those materials and on what time frame? FORMTEXT Type here...How was a performance baseline established for your workflow solutions? When are sample measurements taken of the solution? FORMTEXT Type here...What recovery methods are built into your existing Workflow processes? If none are built into the code, what are the established procedures for recovering the process in the event of an issue? FORMTEXT Type here...What are the workflow testing procedures that are executed during the test of an OnBase upgrade? FORMTEXT Type here...Please detail several best practices that your organization has defined for the identification, discovery, testing, or implementation for workflow solutions. FORMTEXT Type here...How does your organization create and deliver reports based off of workflow? FORMTEXT Type here... ................
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