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University records are part of the overall Information Management (IM) process at Â鶹ԭ´´F. In the IM life cycle (as shown in this info graphic), attention is paid to tracking and taking care of document records during the time of creation or reception by Â鶹ԭ´´F, usage to support the Â鶹ԭ´´F mission, storage and destruction (if appropriate).

Â鶹ԭ´´ uses the  (ECM) System from Hyland Software as the official repository for all Â鶹ԭ´´F records along with many other Â鶹ԭ´´F documents that need tracking and maintaining. Each Â鶹ԭ´´F functional area (HR, Finance, Student Services, etc.) uses OnBase for at least some of their records. There are also ongoing projects to increase the types of document records migrated to the OnBase system.

In areas where OnBase is not used, take care throughout the IM process to ensure the handling of documents meets Â鶹ԭ´´ requirements for the confidentiality, integrity and availability of those documents. Visit the  for more information.

Please contact the Â鶹ԭ´´F OnBase Administrator to discuss using OnBase to help maintain department documents and records.

Access Method

There are several ways to access OnBase. Please use the descriptions below to determine the method that will best meet your needs.

1. Unity Client - Our recommended client for Windows users.   Unity looks and behaves much like other Office applications and should have better performance for users on slower network connections.
2. Web (Thin) Client - A web application usable on Macintosh and Windows systems. It supports most current browsers including IE, Edge, Chrome, Firefox and Safari. We recommend the web client if occasionally looking up documents in OnBase and do not need to do much importing or workflow.
3. OnBase (Thick) Client - For OnBase administration or specific users on Windows who do a lot of batch processing or auto-indexing. We do not recommend the install/use of Thick Client unless there is a specific need for it.  Please note that as of version 24.1, WorkFlow can no longer be accessed from Thick client.  

Most Â鶹ԭ´´F users should use either Unity or the Web client. If neither of these meet your needs, please contact the Â鶹ԭ´´F OnBase Administrator for further information regarding Thick Client use (installed on request).

Visit the to access the Web Client or to obtain the Unity installer.  Note that Unity is also available in the Software Center for Â鶹ԭ´´ Windows systems.  While the installers for Thick client and Disconnected Scanning are also available from the landing page, please contact the OnBase team prior to attempting to install them as there are several configuration steps needed and (in the case of Disconnected Scanning) a separate license.

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Access Approval

Access to functional areas in OnBase is granted upon the request of the appropriate security coordinator. Normally, the procedure is for the coordinator to go to the OIT Service Catalog and click on the "OnBase Access Request" button. This will bring up a page that lists all of the combinations of permission groups. There is an  available. While we cannot take applications from users for their own access, supervisors are welcome to request access for their employees. Some accesses require validating the request with a coordinator before granting access.

Â鶹ԭ´´F Security Coordinators

Please click here for a current list of Campus Security Coordinators by functional area.

It is important to note that Â鶹ԭ´´F does not normally keep records indefinitely. Every document has a defined life cycle and is eventually eligible for destruction. Documents under audit or otherwise subject to legal review are not destroyed until such time as the review or audit is completed and the document is at the end of its life cycle.

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There are many different ways to destroy documents. It is important to track when, how and by whom this destruction was accomplished. Tracking for Â鶹ԭ´´F documents is done with the Certificate of Destruction (COD) and (if needed) COD Continuation Sheets. The COD forms are intended for use as collections of documents are destroyed. It is up to each department to determine what defines a "collection" of documents and how these collections are tracked.  Some departments will track individual personnel folders while others might have a shared volume that has scanned receipts in it and all receipts are purged monthly. Your department should document what constitutes a collection for the records it maintains.  

Even though the department has copies of records, it might not be the home for those records. For example, grant documentation belongs to OGCA. The official copies are maintained by OGCA even if a PI has a copy of their own grant documentation. Copies of records given to departments for reference do not need to be included in the COD. Only the official copies are required on the COD. 

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Departments that have records requiring tracking on a COD should keep a running copy of that COD and fill it in as collections are destroyed. Enter the following information each time:

• The date a collection was destroyed
• The type(s) of records in the collection
• How the collection was destroyed
• Any identification (Â鶹ԭ´´ID, series #, month, etc) for the collection destroyed
• The initials of the person doing the destruction

At the end of the fiscal year, the designated records person at the department should sign and date any completed or in-progress CODs and then file them for future review.