OnBase is a document management system for the submission of Oracle Journal Entry, Payment Request, Purchase Order Requisition, and PCARD Review supporting documentation. It is also where AP Invoice Batch supporting documentation can be viewed.
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 notifications.
- Supporting documentation can be imported after the Oracle FN document is submitted, regardless of the approval status. However, we recommend you import all necessary supporting documentation before submitting your Oracle FN document.
- 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, Purchase Order requisitions, and PCARD Review transactions.
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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.
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.
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OnBase Training
- Importing Documentation from the PCARD Review Form
- 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 Outlook Emails for OnBase Import
- OnBase for Mac Users
Documents stored in OptiDoc:
- 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 FA-Train@uab.edu.