Minimum License Requirements: 
OnBase
  • Multi-User Server
  • Unity Forms
  • Named/Concurrent User
  • Workflow/WorkView User
Minimum Version for Export
  • EXPK File: OnBase 18SP1+
Industries:
  • Horizontal
Products:
  • OnBase

Concept Solutions
Special Travel Approval
Solution Overview

This concept was inspired by an internal ask to see help manage Hyland's travel approval process during the COVID-19 pandemic.

Organizations may require special approval processes before employees can go through travel. While travel reservation tools like Concur may have some rules to handle general travel restrictions, OnBase can serve as an extra layer of approval to ensure that the appropriate approvals are occurring based on the nuances of the travel request. For example, during the COVID-19 pandemic, different countries, states, and organizational rules may restrict the locations that an employee may travel to. This concept can help organizations manage the rules and approvals for special travel requests.



Key Features
  • Configurable Administration Panel
  • Configurable process flow and approvals based on travel destinations
  • Automated Notifications
  • Note Management
  • Approval Management
Benefits
  • Travel Policy can be made visible at the time of request making it easier for employees to see whether they can make a request for travel
  • Travel requests can be pre-approved to ensure that only approved travel is booked
  • Configurable process flow based on travel destinations allows organizations to manage different rule sets based on the specific location
  • Administration Panel empowers power users with tools to manage the application with reduced IS involvement
  • Audit trail provides tracking for approvals and decisions
  • Reduce need to book unneeded travel with pre-approvals

Walkthrough Video



Configuration and Administration