Civic Platform Basics
Power your Accela journey with intelligent use of Civic Platform tools.
Description
Power your Accela journey with intelligent use of Civic Platform tools. This learning path provides you with comprehensive knowledge and essential competencies for enhancing your Civic Platform experience in the following areas:
- Oxygen User Interface: The Civic Platform is a powerful tool for civic engagement and to achieve maximum benefit it is essential that users recognize how to navigate the system, personalize their work environment, and interact appropriately with their workspaces.
- Global Search: Retrieving essential business data and records is made easier using the Global Search tool. This feature is built on the powerful Elasticsearch engine and enables users to quickly access data of various types. This module shows Civic Platform users how to leverage this tool for optimal results using search basics as well as advanced features.
- Records Search: Accurately retrieving records within the Record workspace is best accomplished by using the record search tool. This feature utilizes robust criteria, custom fields, and several advanced features to quickly return accurate results. This module shows users how to leverage this tool for optimal results using record search basics as well as advanced features.
- APO Search: Accessing and working with your agency’s APO (Address, Parcel, Owner) data is a critical component of working within the Civic Platform. In this module, users discover how to retrieve and work with APO data from multiple places within the system using several different lookups.
- Working with Task Dashboards: Task assignments are a core element of the Civic Platform, and the system provides users multiple task dashboard options to utilize in maximizing workplace efficiency. In this module each dashboard is revealed with specific features and advantages depending on the agency business workflow and individual user preferences.
Course Objectives
After completing this course, you will be able to:
- Navigate the Oxygen UI efficiently
- Retrieve business data using the appropriate search tool
- Access assigned tasks in the most effective way
Class Technical Requirements
- Access to the Accela Success Community (registration link provided in registration confirmation email).
- Stable Internet Connection.
- The following urls whitelisted:
- https://accelau.my.trailhead.com
- https://vimeo.com
- Audio/video capabilities enabled
Prerequisites
None
Target Audience
Civic Platform End-users such as:
- Permit Tech/Counter Staff
- Plan Review Staff
- Finance & Accounting Staff
- Inspectors
- Super-users