Civic Platform User Experience Administration

This course prepares you to configure and maintain the user experience for the Civic Platform.

Description

The User Experience Configuration and Maintenance course is designed to equip you with the skills and knowledge required to configure and maintain the user experience for the Civic Platform effectively. Throughout this course, you will learn how to control page and form visibility at various levels, ranging from agency and module to group and user levels.

In addition, you will learn how to modify existing pages and forms in the system and deploy new ones, ensuring that users have access to the information they need to perform their jobs effectively. You will also gain an in-depth understanding of how to design consoles for group-specific customization and create appropriate data filters for records or tasks at the appropriate effect scope.

Furthermore, this course will cover designing custom field layouts for all enabled forms or records and employing expressions to further enhance the user experience. You will learn how to use expressions to automate calculations, concatenate fields, and display data in a way that is easy for users to understand.

By the end of this course, you will be equipped with the skills and knowledge required to configure and maintain the user experience for the Civic Platform effectively. You will be able to customize the user experience for your organization's unique needs, enhancing overall efficiency and productivity.

Course Objectives

By the end of this course, learners will be able to:

  • Create group specific consoles to control page views
  • Build global and data filters for the Civic Platform
  • Design forms at agency, module, group, and user levels
  • Create custom fields and layout for APO forms
  • Create custom fields and layout for Records
  • Create custom fields and layout for Workflow Tasks
  • Manage the visibility and order of tabs on Records
  • Configure expressions for use throughout the Civic Platform and Citizen Access

Target Audience

Civic Platform Administrators and Accela Partners responsible for configuring or maintaining the Civic Platform.

Class Technical Requirements

Laptop or computer

2 monitors for best experience

Stable internet connection

Zoom application enabled

Video and Audio capabilities

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