Civic Platform: Working with Records
Power your Accela journey with intelligent use of the Civic Platfrom Record Administration 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:
- Creating Records: learn critical skills for working with the intake form when creating new records.
- Updating Records: learn to how to effectively navigate records and update record information of various types.
- Working with Related Records: learn how to relate, clone and create record sets.
Course Objectives
After completing this course, you will:
- Understand intake form design and capabilities.
- Expertly use intake form tools and shortcuts to create new records.
- Successfully navigate records to update information of various types.
- Know how to relate, clone, and create a set of records.
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