Civic Platform: Workflow Management

Power your Accela journey with intelligent use of the Civic Platfrom Workflow Managements 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:

  1. Workflow: This module provides an introduction to workflow basics, subprocesses and task specific information.
  2. Processing Workflows Part 1: This module prepares users to effectively process workflow by assigning tasks, updating statuses and comments, and reviewing the history.
  3. Processing Workflow Part 2:This module trains users how to process ad hoc tasks and work with the supervisor and task activation tools. 

Course Objectives

After completing this course, you will:

  • Understand the role of workflow within the civic platform and processing records.
  • Expertly process workflow through knowledge of basic workflow forms and functionality.
  • Process workflow using advanced tools.

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

 

Target Audience

Civic Platform End-users such as:

  1. Permit Tech/Counter Staff
  2. Plan Review Staff
  3. Finance & Accounting Staff
  4. Inspectors
  5. Super-users

Prerequisites

None

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