Vanderbilt University Medical Center Finance

Marc Crosby, Principal Learning Consultant
2525 West End Avenue Suite 214
Marc.Crosby@VUMC.org
(615) 875-8639

OnBase

Audience:

This online course is recommended for VUMC staff working with HR or Finance documents and contracts stored in OnBase. These responsibilities may include, but are not limited to Procurement, Disbursements, Fixed Assets, and various HR functions.


Course Description:

This series of online courses contains modules that cover basic to advanced skills in the OnBase system. OnBase is a document retention and retrieval system that in the future will be used in multiple business process across VUMC. After completing this class, participants will be able to:

  • Retrieve Documents
  • Navigate the Unity Client application
  • Use Advanced Skills including custom queries, keywords and wildcards and working with images (Optional)
  • Set their personal settings (Optional)
  • Scan and index documents (if applicable to your role).

Prerequisites:

This training is assigned to specific administration personnel in Finance and HR.


Additional Resources:

Journal Entry Retrieval Quick Guide
Office of Legal Affairs Training Resources
Creating a VU/VUMC Contract in OnBase
Termination Requests in OnBase
Amendments or Change Orders in OnBase
Using Filters in OnBase
Separation Agreements Training Resources
General Inquiries
Creating a VU/VUMC Contract in OnBase
Termination Requests in OnBase
Amendments or Change Orders in OnBase
Using Filters in OnBase


How to get Access (Required):

Users will need to submit a request in Pegasus. Select the workgroup called Department Operations Product Group. Be sure to include your VUNet ID, Department, work area, role, and your manager’s name.

Register for this Class