Civic Platform: Working With Activities
This trail introduces you to working Activities for Records, APO, and People.
Description
Power your Accela journey with intelligent use of Civic Platform Activities. This learning path provides you with comprehensive knowledge and essential competencies for enhancing your Civic Platform skills in the following areas:
- Introduction to Activities: This module introduces the user to the Activities feature and explains their purpose and use in the Civic Platform.
- Working with Activities: This module demonstrates how to create, edit, and remove Activities for Records, APO, and People. Civic Platform users will also learn how to assign Record Activities.
- Working with Activities as Tasks: This module demonstrates how to access and work with Activity tasks in the Task Dashboard, My Tasks and Activities Workspaces.
Course Objectives
After completing the course modules, you will:
- Know the purpose and usage of Activities in the Civic Platform.
- Be able to create and edit record Activities.
- Be able to create and edit Activities for APO.
- Be able to create and edit Activities for People.
- Be able to work with Activities as task assignments.
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
Prerequisites
None
Target Audience
Civic Platform End-users such as:
- Permit Tech/Counter Staff
- Plan Review Staff
- Finance & Accounting Staff
- Inspectors
- Super-users