Enterprise Content Management (ECM) OnBase Goals

In support of Nebraska’s goal to help “Grow Nebraska” both internally and externally, OnBase is providing NDOR a platform to create solutions as well as store information and documents. Overall we want to put our customers at the forefront, and continue to look for opportunities to improve business processes, and to provide a better experience for those we serve.

The ECM OnBase team will continue to work with Divisions and Districts to provide solutions to streamline business processing through workflows, routing forms and documents, seamlessly integrate with other systems to create efficiencies, and paperless processes.

Click here for a list of OnBase solutions.

ECM Service Level Agreement 

OnBase Tips and Tricks

Enterprise Content Management (ECM) Development Process

Helpful Information

OnBase Training 

• Accessing As Built Plans in OnBase 
  • Accessing As Built plans using the OnBase Unity Client
    
    
• As Built - As Built Creation Using Adobe Pro

• As Built - Printing As Built Plan Sets 
  • Steps on installing a PDF Printer and printing As Built Plan sets.
    
    
• Checking out Files from OnBase Unity Client
  
  
• Consultant Access to Software Documents in OnBase Unity Client
  
  
• Consultant Access to OnBase
  
  
• DIRK District User Instructions
  
  
• DIRK Controller Instructions
  
  
• DIRK Training Video
  
  
• Document Checkout and PDF editing 
  • How to Check Out and Check In documents
  • How PDFs are edited within OnBase
    
    
• Document Groups / Types
  
  
• Email Link Instructions  
  • How to send a link via email
  • How to Send Custom Query results link via email
    
    
• Employee NDOT82 Training Video - Supervisor's Accident Loss Report - Introduction/Personal Injury
  
  
• Employee Accident NDOT82 Training Video - Supervisor's Accident/Loss Report - Vehicle/Equipment Accident
  
  
• Employee Accident NDOT82 Training document - Supervisor's Accident/Loss Report - User's Guide
  
  
• IT Project Proposal – User guide on how to complete the BTSD Project Proposal.
  
  
• Keyword Definitions 
  • NDOT GLOBAL keywords and formatting
    
    
• LB429 Documentation
  
  
• Office Integration
  • OnBase Tab in all Microsoft Office products, including Outlook, Word, and Excel, and how to utilize.
    
    
• OnBase 101 Training 
  • This document contains basic information for utilizing OnBase Unity Client – Log On to OnBase, searching and retrieving documents, working with documents, and running custom queries. These are considered the basic tasks that one should know to successfully utilize OnBase.
    
    
• OnBase 201 Training 
  • Reinforce the basics you learned in the OnBase 101 course and expand your skills with information applicable to the tasks you do on a daily basis.
  • Your rights and privileges may not allow you to complete all of the actions explained within this document.
    
    
• OnBase - Training
  • Instructions on how to Log On, Ribbon area, Retrieval, Keywords and Date Range, Sort list, View Keywords, View Document, Upload and Index Documents
    
    
• Outlook Folder Configuration for OnBase
  
  
• Quick Reference Guide  
  • OnBase Version 16 Unity Client Keyboard Shortcuts
    
    
• Save Existing Doc as a New Doc 
  • How to save an existing document in OnBase as a new document in OnBase
    
    
• Template - How to Use Templates Functionality within OnBase 
  • How to select Templates, and Upload
    
    
• Uploading Multiple Documents Into OnBase
  • Explains how to upload multiple documents.