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Civic Platform: Working With Filters

Power your Accela journey with intelligent use of Civic Platform Filters.

Description

Power your Accela journey with intelligent use of Civic Platform Filters.  This learning path provides you with comprehensive knowledge and essential competencies for enhancing your Civic Platform skills in the following areas:

  1. Record Filters:  This module introduces how filters work in the Civic Platform and demonstrates how access, create, edit and apply record filters.
  2. Task Filters: This module introduces task filters and demonstrates how to create and apply task filters in multiple task locations. 
  3. Inspection Filters: This module introduces inspection filters and demonstrates how to create and apply inspection filters in the Civic Platform. 

Course Objectives

After completing these modules, you will:

  • Be able to access and apply filters for records, tasks & inspections.
  • Be able to create and edit record filters.
  • Be able to create and edit task filters.
  • Be able to create and edit inspection filters.

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

Accela Success Community Login, request HERE.

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