Civic Platform: People and Property
Power your Accela journey with intelligent use of People and Property functionality in the Civic Platform.
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 skills in the following areas:
- Working With Contacts: This module introduces the different classes of contacts and demonstrates how to access and manage reference contacts.
- Working with Licensed Professionals:This module prepares users to effectively add and manage reference licensed professionals.
- Working with Reference Addresses:This module shows users how to create and manage reference addresses in the Civic Platform.
- Working with Reference Parcels:This module will show users how to create new reference parcels, edit parcel information, use parcel functionality, and manage parcel genealogy.
- Working with Reference Owners:This module shows users how to create and manage new reference owners.
Course Objectives
After completing these modules, users will be able to:
- Create and edit new reference data.
- Associate & disassociate reference data to records.
- Associate reference data to contacts, professionals, and public users.
- Create associations between contacts.
- Merge duplicate contacts.
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:
- Permit Tech/Counter Staff
- Plan Review Staff
- Finance & Accounting Staff
- Inspectors
- Super-users
Prerequisites
None