Changes to OnBase Indexing

Beginning Friday December 8th, the way you index a document will change for the OnBase document types listed below. Not all Columbia College staff have access to import all of these documents, however we would like all staff to be aware that the autofill feature in OnBase has changed for some document types.

AD UG Application (ARCHIVED)
AD Transcript - Unofficial High School
AD MP GPA Calculation
AD CORR TEST
AD MP Misc Documents
AD Proof of English Proficiency
AD Scratch Card
IC Intl Student Passport Copy
AD Record Review Request U
AD Registered Nurse State License
AD UG English and Math Placement Request (Day)
AD TASC Test Score
AD Teacher Certification
AD UG Misc Documents
AD UG Acceptance Letter
AD UG Alumni Referral Form
AD UG App Fee Waiver Request
AD UG App Withdrawal Form
AD UG Application
AD UG ARC Interview Form
AD UG ARC Recommendation Form
AD UG ARC Support Letter
AD UG Boone County Scholar App
AD UG Change Request U
AD UG College GPA Calculation
AD UG Correspondence
AD UG Day Star Program App
AD UG Denial Letter
AD UG Disciples of Christ App
AD UG Personal Statement
AD UG English and Math Placement Update (Day)
AD UG Ethics Academy PGM App
AD UG High School GPA Calculation
AD UG Honor Society Member Card
AD UG HS Dual Credit App
AD UG HS Dual Enrollment App (ARCHIVED)
AD UG Law Enforcement Academy Certification
AD UG Program/LOC Transfer Form
AD UG Recommendation Letter
AD UG Resume
AD UG Review Sheet
AD UG Review Sheet (ARCHIVED)
AD UG Scholarship Essay
AD UG Test Score
AD UG Tuition Exchange PGM App
AD UG Unofficial Waiver
AD UG Warranted Degree PGM App
IC Intl Student Affidavit of Support
IC Intl Student Bank Statement
IC Intl Student I-20 Form
IC Intl Student I-94 Departure Record
IC Intl Student Transfer Auth Form
IC Intl Student Visa Copy
AD MP Acceptance Letter
AD MP Affidavit of Character
IC Intl Student SEVIS Supplement Form
AD MP CC Coursework Review U
AD MP Denial Letter
AD MP Goal Statement
AD MP Petition for Admissions
AD MP Recommendation Form
AD MP Resume
AD MP Test Score
AD Conviction Docs
AD External Suspension/Probation Docs
AD High School Attestation Form
AD Home School Attestation Form
AD Intl Permanent Resident Card
AD Intl Refugee Resident Card
AD Intl Test Scores
AD MP Advising Documents
AD MP Correspondence
AD UG HS Dual Enrollment Authorization
AD MP Application
AD HISET Test Score
AD GED Test Score
AD Authentication ID
AD Transcript - DD214
AD Transcript - Unofficial College
AD Transcript - Homeschool
AD Transcript - Official College
AD Transcript - Letter of Non Attendance
AD Transcript - Official AARTS
AD Transcript - Official ARNG
AD Transcript - Official CCAF
AD Transcript - Official CGI
AD Transcript - Official College Exams
AD Transcript - Official IB
AD Transcript - Official JST
AD Transcript - Official SMARTS
AD Transcript - Unofficial AARTS
AD Transcript - Unofficial ARNG
AD Transcript - Unofficial CCAF
AD Transcript - Unofficial CGI
AD Transcript - Unofficial College Exams
AD Transcript - Unofficial IB
AD Transcript - Unofficial JST
AD Transcript - Unofficial SMARTS
AD Other Transfer Documents
AD Committee Review Decision
AD Conviction Appeal
AD Conviction Review Decision
AD External Suspension/Probation Review Decision
AD Transcript - Official High School
AD Intl DACA Proof of Status
AD Intl Naturalization Certificate
AD TDP INTL EVAL Transfer Document
AD TDP Transfer Document
AD Transcript - Intl. Translation

EVAL Precursory Evaluation

EVAL Precursory Evaluation - Military

 

Documents that can be indexed before a student is admitted have a feature on them called ‘Reverse Look Up’.  You can distinguish which document types have this feature by this icon on the keywords screen in OnBase:

Uploaded Image (Thumbnail)

You will no longer be able to enter the Datatel Person ID and hit tab to autofill and index the document.

The new way to index documents with this feature; you will have to take the following steps:

 

Click on the Reverse Look up Icon (above) and this screen will appear

Uploaded Image (Thumbnail)

In this screen type in the students Datatel Person ID and click Find.

In the results screen; choose the student and click Submit

Uploaded Image (Thumbnail)

The students keyword information will now autofill in the Keyword section and you can Import the document.

Uploaded Image (Thumbnail)

The following document types have the ‘Reverse Look Up’ feature and will need to be indexed this way.

NOTE: Not all staff currently have security to Import these documents. Be on the look out for the ‘Reverse Look Up’ icon on all document types.

 

Details

Article ID: 17637
Created
Fri 12/8/23 2:09 PM
Modified
Fri 12/8/23 2:12 PM