Civic Platform: Working With Sets

This trail introduces the Sets functions that can be applied to Records, Parcels, Addresses and Licensed Professionals.

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. Creating Sets:  This module introduces sets functionality and demonstrates how to create sets for records, parcels, addresses and licensed professionals.
  2. Working with Sets: This module demonstrates how to use set functionality to perform multiple mass updates for records, parcels, addresses and licensed professionals. 
  3. Set of Sets: This module explains the purpose of a set of sets and demonstrates how to correctly use set of sets functionality.

Course Objectives

After completing the course modules, you will be able to:

  • Access and create sets for records, parcels, addresses and licensed professionals.
  • Mass update multiple records simultaneously.
  • Create and manage set of sets.

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

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