Salesforce, OnBase, and Slate documentation related to the Digital Transformation Team.
OnBase is an Enterprise Content Management (ECM) system. OnBase is designed to manage your content, processes and cases. OnBase centralizes your important business content in one secure location.
This article provides information for staff and faculty on accessing OnBase, account creation, training, and requesting permissions.
This article provides information on accessing OnBase to complete Student Employment forms, including the Student Employment Acknowledgement Form for students and Student Employment Hire Forms for supervisors.
Onbase - User Needs Change to Application Access/Privileges
Salesforce is an Enterprise Customer-Relationship Management (CRM) application used on campus.
Best practice for Salesforce email engagement tracking
Identify and manage hard bounced email status
quickly access important Salesforce pages
user setting to rearrange object related lists
My Journey will keep track of the important details about your CWRU experience and the plans you make.
Review details about upcoming and past appointments
Track and complete tasks you set during meetings
Follow up on to-do items and referrals to other resources
Learn how to copy and share direct links to documents in the OnBase Web Client. This article provides step-by-step instructions for generating a document link and sharing it with other CWRU users.
How to customize views in Slate CRM
Changing the Theme in Slate
Updating a users notifications in Slate CRM
CWRU Academic Deans Committee guidance on program management used in both Slate for Graduate Admissions and Slate for Student Support.
Slate by Technolutions for Graduate and Professional Schools Admissions
Slate for Student Success by Technolutions for Graduate and Professional Schools