Minimum License Requirements: 
OnBase

  • Multi-User Server
  • Named/Concurrent User
  • Workflow/WorkView User

Minimum Version for Export

  • EXPK File: OnBase 18SP1+
Industries:
  • Horizontal
Products:
  • OnBase

Concept Solutions
Checklist Framework
Solution Overview

Many organizations rely on the proper completion of specific task lists in their day to day operations. Whether it is to track maintenance cycles, ensure proper documentation, streamline onboarding processes or track due diligence, checklists are used in virtually every departments.

With OnBase, your organization can create templates of checklist with tasks that can be assign to one or multiple users. The built-in logic will update the status of each checklist based on the progress made on each task.

Business Challenges
  • No way to track progress on recurring activities
  • Reactive approach to work being delayed
  • No centralized repository to track all your checklists
  • Existing solutions lack checklist capability
  • Time consumming process to assign users to checklists
Solution
  • A single, centralized location where all your checklist are available
  • A flexible and configurable administrator panel where checklist template can be created and assigned to multiple users
  • Simple backend to build upon or augment an existing solution
  • Easy way to track live checklist completion

Walkthrough Video