PRODUCTVIEWS
USERPROGRAMS
with Colleen Alber
Document Knowledge Transfer
Policy and Procedure Administration
Make Money
Support Compliance Efforts
Improve Business Operations
Minimize Organizational Risk
Why?
So, what’s the problem?
Employees Required Reading
Employees Required Reading
What’s the problem?
Distribution is unorganized.
Tracking is a challenge.
Distribution is unorganized.
PRODUCTVIEW
Documents revised, employees added
Many documents and many employees
Departments have varied requirements
Enforce deadlines and expiration
What’s the problem?
DOCUMENT KNOWLEDGE TRANSFERDistribute a document
ReadingGroup
AdministratorDocument
or
EmployeesReading Group
M
Document Knowledge Transfer
Publish to DKT
• Client right-click menu optionKnowledge Transfer | Add to Reading Group
• Reading Group ConfigurationAuto Assign Doc Type
•Workflow ActionDoc - Assign This Document to Reading Group
PRODUCTVIEW
File Types
Any file format can be stored in OnBase and utilized with DKT!
This even includes AVI, MPG, MP3, etc!
PRODUCTVIEW
E-mail Notifications
Send customized notifications when documents are added to DKT!
Greatly enhanced in 9.0!
PRODUCTVIEW
Document AddedDocument Approved
Document Rejected
Customized Notifications
New in 9.0
PRODUCTVIEW
Document Comment
Comment addedby Reading Group
Administrator!
New in 9.0
DEMOAdd document to reading group
DOCUMENT KNOWLEDGE TRANSFERApprove a document
ReadingGroup
Administrator
ManagementApproval Group
MM
Document
or
EmployeesReading Group
M
or
or
Approval Solution
• Native DKT Approval Group• No Approval• Allow or Require Approval• Any or All to Approve• Multiple Approval Groups per Reading Group
DEMOApprove document prior to distribution
Distribution Solution
with Document Knowledge Transfer
“DKT helps us consistently distribute documents so we don’t worry about
being out of compliance.”
Kim KellyAllina Hospitals and Clinics
Reduce the Cost of Compliance
Tracking is a challenge.
PRODUCTVIEW
Resolve non-compliance
Identify delinquency
Consistently track enterprise wide
Prove complete compliance
What’s the problem?
DOCUMENT KNOWLEDGE TRANSFERReading Group Administration
ReadingGroup
Administrator
or
ManagementApproval Group
MM
Document EmployeesReading Group
M
or
AdministrativeView
Reading Group Administration
•Manage Reading Group membership
•Manage Approval Group membership
• Add Required Reading documents
• Track Required Reading Status• User Level• Document Level
Automated E-mail Notifications
Delinquency (System) Notifications• Completely configurable
days delinquent message sent• Send to delinquent Employee• Send to Manager (or other)• Send to Compliance Administrator
DEMOUser and Document Administration
How much is this all going to cost?
Unlimited number of employees – fixed price.
DKT Web Access Price
DKT $8,000DKT Access (Unlimited CALs) $10,000Web Server $10,000
$28,000
Price Per Employee
$28,000 (with Web Server)500 employees = $56 per employee
1000 employees = $28 per employee
$18,000 (without Web Server)500 employees = $36 per employee1000 employees = $18 per employee
As the number of employees increases, so does ROI.
Return on Investment
How much time do you spend…
Printing?
Mailing?
Tracking?
ENTERPRISE DKT WEB ACCESSUnlimited Client Access
Perfect for a large number of employees!
Enterprise DKT Web Access
No individual Client licenses required
Provides only DKT functionality
Browser based – no local install
Works with NT Authentication
Web Client & DKT Reader
• Now you can…• Require Authentication (re-enter password)• Capture Rejection Reason• Use right-click menus consistently:
Navigate (Previous Page, Next Page) Scale (Zoom In, Zoom Out, Fit Width) Notes (View only) Print Send To (File, Envelope)
OnBase 9.0
New in 9.0
DEMOEnterprise Document Knowledge Transfer Web Access
Complementary Modules
EDM SERVICESRevise policies and procedures
ReadingGroup
Administrator
or
ManagementApproval Group
MM
Document EmployeesReading Group
M
or
AdministrativeView
v2.0
WORKFLOWEnhance the solution with
ReadingGroup
Administrator
or
ManagementApproval Group
MM
Document EmployeesReading Group
M
or
AdministrativeView
v2.0
Approval Solutions
1. Native DKT Approval Group• No Approval• Allow or Require Approval• Any or All to Approve• Multiple Approval Groups per Reading Group
2. Route Approval via Workflow• Specify order of individual approvers• Track changes and include comments
3. Route via Workflow, send to DKT Approval• Supervisors approve prior to employees
Policy Renewal
• Document Expiration• Document automatically removed from Reading
Group•Workflow Notification• E-mail alerts to begin policy renewal process again
DEMODKT with EDMS and Workflow
REPORT SERVICESDKT Reporting
ReadingGroup
Administrator
or
ManagementApproval Group
MM
Document EmployeesReading Group
M
or
AdministrativeView
v2.0
Report Services
Report Services | DKT Reports• Active documents per reading group
• De-activated documents per reading group
• Approval documents per approval group
• Documents pending approval per approval group
• Rejected documents per approval group
• Delinquent Readers: by user, by reading group, all
• Reading Group Administrative View
DEMOReport Services
Tracking Solution
with Document Knowledge Transfer
“DKT makes it easier to track and audit compliance with required
reading.”
Tamera VaughanGallatin Steel Company
Reduce the Cost of Compliance
SOLUTION COMPONENTSWhat do I need to make this happen?
Base Package• Document Knowledge Transfer - $8,000• OnBase Client and Web Clients• Users require Client licenses
• Enterprise Document Knowledge Transfer Web Access (DKT Reader) - $10,000• Requires DKT and Web Server licenses• Does NOT require individual Client licenses
• Web Server - $10,000• Includes DKT StatusView portlet
Multiple Interfaces
Complementary Components
• EDM Services - $5,000• For revisions of policies and procedures
•Workflow - Varies• For a more robust approval process
• Report Services - $5,000• For enterprise wide reports and proof of
compliance
DKT
Document Knowledge Transfer
Enables organizations to rapidly distribute documents
to employees and easily audit reading status
for compliance, legal, regulatoryor educational purposes.
DKT
Reduces time and cost of distribution
Creates a more efficient process
Tracks required reading status
Assures reading compliance
The entire organization can quickly, easily and cost
effectively use DKT!
AdvancedSession
This Thursday06/24/20102:00 PM EST
Design & Implement a DKT Solution
Thank you!Colleen Alber