OnBase Online Training and Certifications

As an OnBase user at CU, you have access to over 200 hours of basic and advanced web-based training at no cost through our "premium subscription" with Hyland Software. You can access these OnBase training anytime, anywhere. You can take as many of the courses as interest you or just view a module within a course as a refresher - it's completely up to you.

Note: Trainings and certification courses led by a Hyland instructor do have costs associated with them. If you enroll in one of these trainings, funding must come from your department. One certification training (topic varies) is offered through UIS each year; please contact the ECS team for information on availability and scheduling.

It's easy to get started and access Hyland-provided training.

1. Create a Hyland Profile. Be sure to use HSI:7995 when creating your profile to have your personal account tied to the larger CU account. This account will allow you to access all of the Hyland-provided services.
   • Hyland University (formerly Training.OnBase.com):
     • eLearing, Self-Paced and Instructor-led courses
     • 200+ hours of Premium Subscription video training
     • On-demand lab environments
     • OnBase Learning Paths: Each Learning Path is a logical, step-by-step sequence of OnBase courses focused on a single role. Such as Business Analyst, Workflow Administrator, Forms Developer
   • OnBase Community: Network with Hyland customers, partners and employees
     • OnBase Guides: Discover valuable business content, technical information, presentations, Q&A forums
     • OnBase Technical Support Knowledge Base: New articles are continually added to the Knowledge Base by Hyland's Technical Support team
     • Join the Higher Ed User Group for information on webinars and opportunities to share with and learn from other institutions.
2. Using your Hyland Profile, watch these recommended training videos (included in premium subscription) to get an understanding of the basics of OnBase.

   For end users:

   • Introduction to OnBase (19 min) Explore the world of OnBase in this brief, non-technical overview of OnBase
   • End User Essentials: OnBase Foundation Unity Client (57 min) Explore the basic features and functionality of the OnBase Unity Client
   • End User Essentials: OnBase Foundation Web Client (52 min) Explore the basic features and functionality of the OnBase Web Client
   • Unity Forms End User Hands On Lab
    

   There are also Hands-On Labs available through our premium subscription. We recommend these as a starting point:

   • OnBase Configuration Basics
   • OnBase Sandbox This sandbox lab offers a chance to explore without a structured guide. Choose EP3 as the version to match our current environment, or a newer version to learn about new features we will have upon upgrading.
    

   For administrative users:

   If you'll be using Unity forms:

   • Unity Form Design Lab Part 1 (included in premium subscription)
   • Unity Form Design Lab Part 2 (included in premium subscription)
   • Introduction to Unity Form Configuration (included in premium subscription)
   • Unity Forms: Advanced Features (included in premium subscription)
   • OnBase Forms (instructor led)
    

   If you'll be using Workflow:

   • Workflow Introduction Part 1
   • Workflow Introduction Part 2
3. Attend Hyland events to continue learning and stay up-to-date.

   CommunityLive is the annual OnBase conference every September. The full conference is five days. The first two days offer two half-day training sessions each day. Group discounts are available as well as discounts for those who attend multiple years. The other three days are shorter sessions including keynote speakers, customer presentations, and demonstrations. The location varies each year.

   TechQuest is offered a few times a year and is five days of training sessions at the Hyland offices in Ohio.

4. Consider OnBase Certifications.

   Hyland offers a variety of certifications, such as OnBase Certified System Administrator (OCSA) and OnBase Certified Workflow Administrator (OCWA). These do have a cost associated with them as they are instructor-led.

   In order for your department to independently configure OnBase document types and forms, a member of your department will need to complete the System Administrator certification. Workflow certification is also needed to configure your own workflow processes.

   Refer to our Support Model for more information.

Please reach out to the UIS Enterprise Content Services Team if you have any questions.