Log In
Select "IBPM Startup" by clicking on the "Start" button selecting "Programs" and "Stellent IBPM" and "IBPM Startup."
The log in box will appear.
Enter you network ID and password. If you are a Hospital employee you need to place "kuha\" in front of your userid.
Optika Acorde will open. There will be some delay as the program updates itself if necessary.
Main Window
Once Acorde opens your first choice is to open the "Search Form" tool. It is located under the "View" menu. Click on "View" and select "Search Form"
If you using IBPM to rout or approve Invoices your first choice will be the Worklist tool. It is located under the "View" menu. Click on "View" and select "Worklist" If this is the tool you want skip down this page to to Worklist.
Some windows may be already open with you start IBPM. IBPM will open in with the same windows open as were open when you last exited IBPM.
Once the "Search Form" opens click on the "Choose" box to display the list of available searches.
Select the search you wish to use.
After the search opens you can enter data into the search windows.
The more information you enter into the search form the fewer documents you will find. If you are having problems finding the document in question enter less information.
Click on the binoculars button 
or press the enter button to execute the search.
After the search is run the "Search Results" window will open. Acorde will
begin displaying results before the search is complete. The search is not
complete until the blue check mark 
appears next to the
"Select Search" box.
While the search is running a man will appear in the same location 
.
If black ! and red X 
appears contact
Document Management and let us know what search you were running.
A new feature in Acorde is the ability to stop a search use the 
button to stop any
search.
You can open a document by double clicking in any of the index columns. In the above picture they are "Report" "Account" "Date" and "Page"
The viewer window will then open with the requested document.
You can reorder the search results by clicking on the index column head. Clicking a second time will reverse the order.
To print documents from the search results select the documents you wish to print and right click. Multiple documents can be selected by using the Shift and or Crtrl buttons.
Under the right click menu you will find the Print command. Be sure and select "All Selected documents" in the print statement.
More instructions on printing are available at www2.kumc.edu\imaging\PrintingFromIBPM
Viewer Tool
Once a document is open in the
viewer you may wish to do several things. The magnifying 
buttons
will enlarge and shrink the size of the document. The Print button 
will
allow you to print the document. More instructions on printing are
available at www2.kumc.edu\imaging\PrintingFromIBPM
A complete list of the buttons and their function is available at www2.kumc.edu\imaging\Buttons
More in-depth help is available under the Acorde help menu by selecting "Contents."
The most common error in the viewer
form is "To many views open" it is caused whe you have to many documents open
in the viewer. The normal limit is 24 but this can be increased if you contact
Document Management. To close documents use the close documents buttons. 
The one on the left closes just the top
document the one on the right closes all.
Work List Tool
Right clicking on the Blue bar in the left of the window gives you the workist menu.
Refresh refreshes the contents of the window. Package Search and Adhoc Profiles alow you to write searches and profiles contact Document Management staff for more information.
Named profiles allows you to select a named profile. Most of the time this will be your userid.
Right clicking on a package in the
wordlist tool opens the package menu 
View will open the Package viewer tool this
is the same thing as double clicking on the package. If you are processing
invoices you want to double click on the package or select view. If you are
approving invoices you want to right click and select Lock, or double click on
the package and select Lock from the package viewer tool.
Package Viewer Tool
The important button in this tool is the lock package tool Locking the package opens the Document for viewing in the viewer and opens the Form Viewer for user input.
A complete list of the buttons and their function is available at www2.kumc.edu\imaging\Buttons
More in-depth help is available under the IBPM help menu by selecting "Contents."
Form Viewer Tool
There are no buttons or menus in the form viewer tool. But the individual forms may contain several.
The complete button will complete the package and rout it out of your wordlist to it's next queue. The Save button will commit any changes to fields in the form with out completing the package.
A complete list of the buttons and their function is available at www2.kumc.edu\imaging\Buttons
More in-depth help is available under the IBPM help menu by selecting "Contents."
There are several ways to switch between windows, the best is to use the "Window" menu to pick the window to go to. Do not close windows reopening them takes longer than switching. You can use either of the "Tile" commands under "View" to arrange the windows.
If you have special needs please let us know we can customize your viewer to give you the data you wish.
John Hinkle, Manager
jhinkle@kumc.edu
(913) 588-7086
5014 Taylor
3901 Rainbow Boulevard
Kansas City, KS 66160-7171
©
The University of Kansas Medical Center