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EPAN TUTORIAL PRESENTED BY HUMAN RESOURCES

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Page 1: ePAN Tutorial - CSUSM · OnBase (OnBase Test) Workflow Life Cycle Document Status Workflow Queue EPAN Email Address RKEENAN CSVSM.EDV Last Name Don't Use (HIDDEN) Help 1 Ite 1 1 Page

EPAN TUTORIALPRESENTED BY HUMAN RESOURCES

Page 2: ePAN Tutorial - CSUSM · OnBase (OnBase Test) Workflow Life Cycle Document Status Workflow Queue EPAN Email Address RKEENAN CSVSM.EDV Last Name Don't Use (HIDDEN) Help 1 Ite 1 1 Page

LOGGING ON

START MENU ONBASE UNITY CLIENT

Page 3: ePAN Tutorial - CSUSM · OnBase (OnBase Test) Workflow Life Cycle Document Status Workflow Queue EPAN Email Address RKEENAN CSVSM.EDV Last Name Don't Use (HIDDEN) Help 1 Ite 1 1 Page

FINDING EPAN FORM

ONBASE RIBBON LOCATE EPAN ON TOOLBAR

Page 4: ePAN Tutorial - CSUSM · OnBase (OnBase Test) Workflow Life Cycle Document Status Workflow Queue EPAN Email Address RKEENAN CSVSM.EDV Last Name Don't Use (HIDDEN) Help 1 Ite 1 1 Page

EPAN FORM“Tab” is your friend!

Page 5: ePAN Tutorial - CSUSM · OnBase (OnBase Test) Workflow Life Cycle Document Status Workflow Queue EPAN Email Address RKEENAN CSVSM.EDV Last Name Don't Use (HIDDEN) Help 1 Ite 1 1 Page

PEOPLESOFT AUTOPOPULATION

Page 6: ePAN Tutorial - CSUSM · OnBase (OnBase Test) Workflow Life Cycle Document Status Workflow Queue EPAN Email Address RKEENAN CSVSM.EDV Last Name Don't Use (HIDDEN) Help 1 Ite 1 1 Page

SELECTING ACTION

Page 7: ePAN Tutorial - CSUSM · OnBase (OnBase Test) Workflow Life Cycle Document Status Workflow Queue EPAN Email Address RKEENAN CSVSM.EDV Last Name Don't Use (HIDDEN) Help 1 Ite 1 1 Page

Page 8: ePAN Tutorial - CSUSM · OnBase (OnBase Test) Workflow Life Cycle Document Status Workflow Queue EPAN Email Address RKEENAN CSVSM.EDV Last Name Don't Use (HIDDEN) Help 1 Ite 1 1 Page

ATTACHMENTS• Multiple formats

• Upload one at a time

Page 9: ePAN Tutorial - CSUSM · OnBase (OnBase Test) Workflow Life Cycle Document Status Workflow Queue EPAN Email Address RKEENAN CSVSM.EDV Last Name Don't Use (HIDDEN) Help 1 Ite 1 1 Page

WORKFLOW MATRIX

Page 10: ePAN Tutorial - CSUSM · OnBase (OnBase Test) Workflow Life Cycle Document Status Workflow Queue EPAN Email Address RKEENAN CSVSM.EDV Last Name Don't Use (HIDDEN) Help 1 Ite 1 1 Page

Page 11: ePAN Tutorial - CSUSM · OnBase (OnBase Test) Workflow Life Cycle Document Status Workflow Queue EPAN Email Address RKEENAN CSVSM.EDV Last Name Don't Use (HIDDEN) Help 1 Ite 1 1 Page

Page 12: ePAN Tutorial - CSUSM · OnBase (OnBase Test) Workflow Life Cycle Document Status Workflow Queue EPAN Email Address RKEENAN CSVSM.EDV Last Name Don't Use (HIDDEN) Help 1 Ite 1 1 Page

Page 13: ePAN Tutorial - CSUSM · OnBase (OnBase Test) Workflow Life Cycle Document Status Workflow Queue EPAN Email Address RKEENAN CSVSM.EDV Last Name Don't Use (HIDDEN) Help 1 Ite 1 1 Page

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