Civic Platform Technical Users

Welcome to our comprehensive selection of Civic Platform End-user courses, specially designed to equip technical users with the essential skills needed to effectively work within the Civic Platform. This self-paced training program is tailored for individuals in technical roles, enabling them to utilize the Civic Platform efficiently for streamlined processes and enhanced productivity.

By the end of this self-paced training, participants will have developed a strong foundation of basic skills in the key areas of the Civic Platform crucial for technical users. Whether you're a new user or seeking to enhance your existing knowledge, this course will equip you with the expertise needed to confidently navigate the Civic Platform and optimize technical processes.

Enroll today and embark on your journey to becoming a skilled Civic Platform user in technical roles. Maximize your productivity and ensure efficient technical operations using the powerful features of the Civic Platform!

1. Civic Platform Basics:

   • Gain a comprehensive understanding of the Civic Platform's core functionalities and features.
   • Navigate the user interface with confidence and ease.
   • Personalize your workspace to optimize productivity for technical tasks.

2. People & Property:

   • Explore the features and tools related to managing people and property within the Civic Platform.
   • Learn how to handle user accounts, property information, and associated workflows.
   • Understand the role of People & Property in technical processes.

3. Working with Filters:

   • Master the art of using filters to efficiently retrieve and manage data within the Civic Platform.
   • Learn advanced filtering techniques to refine search results effectively, tailored to technical requirements.
   • Streamline data retrieval and analysis using powerful filter capabilities.

4. Working with Records:

   • Develop proficiency in working with records within the Civic Platform.
   • Learn how to review, update, and manage records seamlessly.
   • Understand the importance of data integrity and accuracy in technical processes.

5. Workflow Management:

   • Gain insights into workflow management within the Civic Platform.
   • Understand how to navigate and oversee workflows to ensure efficient task completion.
   • Learn how to track progress, manage dependencies, and optimize technical workflows.

6. Working with Fees:

   • Explore the features and tools for managing fees within the Civic Platform.
   • Learn how to set up and configure fee structures.
   • Understand the fee management process, including assessment, tracking, and reconciliation.

7. Managing Payments:

   • Learn how to process and track payments efficiently within the Civic Platform.
   • Understand the integration with payment gateways and financial systems.
   • Discover techniques to ensure accurate payment management.

8. Working with Activities:

   • Learn how to effectively manage and track activities within technical processes.
   • Understand the role of activities in coordinating and communicating with stakeholders.
   • Maximize efficiency by utilizing activity management tools.

9. Working with Inspections:

   • Acquire the necessary skills to perform inspections using the Civic Platform.
   • Explore inspection workflows and best practices.
   • Learn how to document inspection findings accurately.

10. Working with Conditions:

    • Explore the features and tools for managing conditions within the Civic Platform.
    • Learn how to review and manage conditions associated with technical processes.
    • Understand the impact of conditions on technical workflows.

11. Working with Documents:

    • Master the document management capabilities of the Civic Platform.
    • Learn how to review, update, and manage documents seamlessly.
    • Discover effective strategies for organizing and accessing technical documents.

12. Working with Sets:

    • Gain expertise in utilizing Sets within the Civic Platform for technical workflows.
    • Learn how to organize, group, and manage data using Sets.
    • Explore the benefits of Sets for efficient data analysis and reporting.

13. Accela Maps/GIS:

    • Familiarize yourself with the Accela Maps/GIS integration within the Civic Platform.
    • Learn how to leverage geographic information system (GIS) capabilities.
    • Understand how to visualize and analyze spatial data using Accela Maps.

Technical Users

1. Access to the Accela Success Community (follow instructions in registration confirmation email from Accela University to gain Success Community access).
2. Stable Internet Connection.
3. The following urls whitelisted:
• https://accelau.my.trailhead.com
• https://vimeo.com
4. Audio/video capabilities enabled