Academic Progress Plan

Undergraduate students on any type of academic probation or warning are requested to fill out the Academic Progress Pre-Plan Survey via their myWCU account. You will receive an email when one of your advisees submits the form.

  1. The email you receive will have a link to log into You can also log into OnBase by clicking here: OnBase
  2. Chrome and FireFox are the best browsers to use when accessing OnBase. Safari is also supported, but Microsoft Edge and Internet Explorer are not recommended
  3. Please make sure to disable your pop-up blockers before logging into OnBase
  1. The OnBase login screen will appear as below:

Onbase Screen

5. Use your West Chester University credentials to log in

Onbase Screen

6. Upon logging into OnBase, you will see a screen similar to the one below:

Screenshot of onbase

7. Click on the three horizontal blue lines in the upper left-hand corner next to where it says Document Retrieval:

Document Retrievla

8. From the menu, select Open WorkFlow


9. Please note: WorkFlow will open in a different browser window and will appear similar to the one below:

Onbase workflow

10. Click on the grey arrow next to REG4 Academic Progress

Onbase Workflow

11. You will see a folder that says REG4 Academic Progress Plan Review. The number in the parentheses is the number of submitted surveys you have to review.

Onbase Workflow

12. You will see your list of students with submitted surveys in the upper right panel labeled Inbox


13. Click to highlight a student in blue

Onbase Inbox

14. The form will appear in the bottom panel of your screen

Onbase Workflow

15. Scroll to the bottom of the form to where you see Actions to be taken to move towards success

Onbase Workflow

16. There is an ADD button to the right; click the ADD button

Add button

17. You will then see a drop down for an action you are recommending

Workflow image

18. Select the appropriate action and make any comments in the Notes section (please note that students do receive a copy of this form)

Note image

19. Select the appropriate action and make any comments in the Notes section (please note that students do receive a copy of this form)

Add button

20. When you are done selecting your actions, you have the option of flagging the student for follow up with a Student Success Coach

Student Success Coach

21. When you have completed the form, check the box next to Academic Progress Plan is Complete

Academic Progress

22. Another box will pop up asking you to Confirm Academic Progress Plan is Complete; please check the box


23. Once that is done, you can click SAVE at the bottom of the form

24. By pressing SAVE you are notifying the student and Academic Success that the form is complete; students receive a PDF copy of the form and your notes

  • If you indicated follow up from a Student Success Coach, they will be notified as well

25. You can also add any communication you have had with the student using the Add Correspondence ad hoc task

Attach Correspondance

26. Click the ad hoc task, found between your Inbox and the Document Viewer


27. A window will open that will allow you to import your communication

Onbase Workflow

28. Click Choose File

Choose File

29. A file explorer window will open


30. Choose the correct file

31. Click IMPORT


32. This will now be added to the student’s file.

Frequently Asked Questions

  • I do not see REG4 Academic Progress. How do I access my queue?
    • Please make sure you are going to Open Workflow by using the three horizontal bars in the upper right hand corner:
    • Workflow
  • I do not see any documents in REG4 Academic Progress. Does this mean I do not have any?
    • Make sure you are hitting the grey arrow next to REG Academic Progress to drop down your queue
    • Onbase
  • I see a 0 in parentheses next to my queue. Does this mean I do not have any documents to review?
    • That is correct. If you have 0 parentheses next to your queue, you do not have any items for

Content Manager: Registrar's Office

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