OnBase is a document management system for the submission of Journal Entries, Payment Requests, and PO Requisitions.
OnBase Tips and Reminders:
- The OnBase Web Client is restricted to view only access. Supporting documentation must be imported from Oracle FN documents or approval notification.
- Supporting Documentation can be uploaded after the document is submitted, regardless of the approval status.
- Files “Imported” into OnBase cannot be deleted. Please review and remove uploaded files prior to clicking on “Import”.
- Close the OnBase browser window rather than clicking on Exit after importing files.
Instructions for Accessing Oracle Applications using Google Chrome
Use of Google Chrome is highly recommended for processing or approving journal entries, payment requests, and PO requisitions.
-
How do I get access?
A Finance Access Control Form (ACF) document for the UAB OnBase FN Campus Access responsibility must be submitted by your department administrator. This applies to all new employees as well as employees transferring from one department to another.
Requesting access to OnBase is pretty easy. Here’s how to do it in less than 10 steps:
- When the ACF form appears, the employee’s information must be entered. Enter either the employee’s name (last name first), their seven digit employee ID number or their Blazer ID.
- Click on the Find button.
- When the employee details appears, click on the Finance tab at the bottom of the form.
- Under Requested Changes, click on the drop-down menu and then select the UAB OnBase FN Campus Access responsibility.
- Click on Add Row.
- The responsibility name, along with the current day’s date will appear under the Requested Changes section. Click on the Submit button.
After submission, the document status will be listed as INPROCESS. Once the approval process is completed and Oracle nightly processing has run, the responsibility will then be available on the employee's homepage in Oracle. Keep in mind this responsibility does not have any menu options tied to it. It’s only purpose is to denote your access to OnBase.
-
OnBase Training
- Importing Documentation from the GL Journal Entry Form
- Importing Documentation from the Payment Request Form
- Importing Documentation from the Purchase Order Requisition Form
- Viewing and Importing Documentation from the Oracle Worklist Notification
- Using the OnBase Web Client
- Service Center Backup Documentation
- Preparing Microsoft Outlook Emails for OnBase Import
- OnBase Outlook Add-In Instructions
- OnBase for Mac Users
Documents stored in OptiDoc:
- AP_Batch (all documents)
- Oracle Journal Entries (documents submitted before August 17, 2020)
- Oracle Payment Request (documents submitted before August 17, 2020)
- PO Requisitions (documents submitted before August 17, 2020)
If you need immediate assistance, please contact This email address is being protected from spambots. You need JavaScript enabled to view it..
