Get the free CAR Form for OnBase Access - niu
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Instructions for filling out the CAR form to gain access to OnBase after completing FERPA training.
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How to fill out car form for onbase
How to fill out CAR Form for OnBase Access
01
Obtain the CAR Form from the designated portal or your supervisor.
02
Fill in your full name in the 'Applicant' section.
03
Provide your employee ID and department information.
04
State the purpose for needing OnBase Access in the designated field.
05
Include your supervisor's details for approval.
06
Review all fields to ensure accuracy and completeness.
07
Submit the completed CAR Form to the appropriate IT/admin department.
Who needs CAR Form for OnBase Access?
01
Any employee who requires access to OnBase for their job responsibilities.
02
Supervisors who need to approve access for their team members.
03
Administrative staff handling document management processes.
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People Also Ask about
How do I remove a lock from OnBase?
If it's locked by someone else, you can call them to unlock, or call the OnBase team at 5684 or 5180 to unlock. To tell if the document is locked in the Web Client, you can right click, keywords. To remove a lock locked by yourself, click the hamburger menu and select Locked Objects.
How do I upload documents to OnBase?
In OnBase, select Upload which will be in the ribbon near the top of the page. Select the browse option in the top left hand corner and browse out to the file that you would like to upload. * The upload function only allows one document to be uploaded at a time.
How do I open OnBase?
Double click on the OnBase Unity Client icon on your desktop. Choose the OnBase PRD option from the drop down menu. From here, fill out the password field with your Windows password. Click Login or press the Enter key on your keyboard to login to OnBase.
How do I search on OnBase?
In OnBase, Navigate to the “Home” button on the top ribbon. About five buttons in, you'll see a big magnifying glass with the word “Retrieval” under it – select it. Your document retrieval window will pop up on the left-hand side of the screen, with the search results panel appearing on the right of the screen.
What is OnBase software used for?
As of OnBase version 3.9. 0, faxing E-Forms is inherent to the module. E-Forms can be faxed from the Client module. To fax, click File Print and then select Fax Compatible .
How do I upload a document to OnBase?
Launch the OnBase Unity Client. In OnBase, select Upload which will be in the ribbon near the top of the page. Select the browse option in the top left hand corner and browse out to the file that you would like to upload. * The upload function only allows one document to be uploaded at a time.
How do I upload documents to a document portal?
0:28 2:40 You will now open a window from your desktop. And highlight the documents you wish to upload.MoreYou will now open a window from your desktop. And highlight the documents you wish to upload.
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What is CAR Form for OnBase Access?
The CAR Form for OnBase Access is a document used to request access to the OnBase document management system, ensuring that users have the appropriate permissions based on their roles within an organization.
Who is required to file CAR Form for OnBase Access?
Any employee or contractor who requires access to the OnBase system to perform their job responsibilities must file the CAR Form for OnBase Access.
How to fill out CAR Form for OnBase Access?
To fill out the CAR Form for OnBase Access, individuals must provide their personal and job details, specify the type of access needed, and obtain the necessary approvals from their supervisor or manager.
What is the purpose of CAR Form for OnBase Access?
The purpose of the CAR Form for OnBase Access is to ensure that access to sensitive information within the OnBase system is controlled, documented, and aligned with the organization's security policies.
What information must be reported on CAR Form for OnBase Access?
The CAR Form for OnBase Access must report information such as the requester's name, department, job title, specific access level requested, and any necessary approvals or justifications.
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