Workflow Process Toos - Data Retrieval and Presentation for Measuring and Monitoring Document Types

[#1]

Hello,

New OnBase Admin/User here. 

I was looking to construct some simple approach to monitoring performance (time measurement) for different steps of a given query in a lifecycle, specific to a document type (not user necessarily). 

So, for example, being able to see time trended data for a specific document type to pass from one query to another in a registration focused lifecycle.

Or another example would be being able to monitor the time from an order is placed for radiology scan review, from the time it ingests into the life cycle, to when the radiologist reads it, and seeing how long each step takes.

I have to believe that this is a pretty common item, given the data that generates from executed workflows, and we can view it in history, but I am new to using the community and other resources, so I figured I would ask where someone might find info like this. 

Two additional focused questions:

1) Are subproducts like this process tracking achieved through the dashboard reports, i.e. are these types of products created out-of -the-box functionality? Or are they created using some form of custom SQL query.

2) Is there a reference guide that lists database tables/fields for SQL users to ease construction of SQL Queries? Any additional guides on using this feature as it relates to reporting and dashboards?

Thanks so much for your help!

Joseph

[Eric_Beavers · Accepted solution]

1) Are subproducts like this process tracking achieved through the dashboard reports, i.e. are these types of products created out-of -the-box functionality? Or are they created using some form of custom SQL query.

Performance metrics typically require a custom SQL Query.

One resource that might help is to grab a copy of the Report Services (Depricated) exports. This ZIP file contains over 140 queries originally used in Report Services (SQL and Oracle) many of which are the type you are looking for.

Report Services Export Files (hyland.com)

These queries are no longer supported so they may not immediately work after importing as a Data Provider. It is also highly recommended to have a certified DBA review these before implementing. While it may be a little discouraging that some of these no longer work, I believe they are a fantastic starting point and should save you weeks/months of development time.

To use this file, you will need to be on a version of EP3 or newer. The Import option appears in the Data Provider configuration. https://support.hyland.com/r/OnBase/Reporting-Dashboards/Foundation-24.1/Reporting-Dashboards/Config...

Use the option Convert reports from Report Services to use an export file from Report Services

2) Is there a reference guide that lists database tables/fields for SQL users to ease construction of SQL Queries? Any additional guides on using this feature as it relates to reporting and dashboards?

Documentation:

https://support.hyland.com/r/OnBase/Database-Reporting-Guide/Foundation-24.1/Database-Reporting-Guid...

Note: This guide does not list the entire schema as many of the tables are proprietary, but it has the important ones

https://support.hyland.com/r/OnBase/Database-Reference-Guide/Foundation-24.1/Database-Reference-Guid...

Review this guide before accessing the OnBase Database

Community Group:

https://community.hyland.com/technical/database-technical-community

This area has a collection of community shared/sourced Queries. This is where most professionals go when the Database Reporting Guide is missing something they want.

[#3]

Hi Eric,

This is really fantastic information and support! I greatly appreciate you taking time out to help walk me through not only this answer, but also include links to resources for future learning. 

Please have a great day!

Joseph