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Civic Platform Reviewers and Approvers

A selection of Civic Platform End-user courses designed to teach agency Reviewers and Approvers the skills needed to work within the Civic Platform.

Description

Welcome to our comprehensive selection of Civic Platform End-user courses, specially designed to equip agency Reviewers and Approvers with the essential skills needed to navigate and excel within the Civic Platform. This self-paced training program is tailored for individuals responsible for plan or permit approval processes, empowering them to effectively utilize the Civic Platform for efficient and streamlined workflows.

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 Reviewers and Approvers. 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 streamline the plan or permit approval process.

Enroll today and embark on your journey to becoming a skilled Civic Platform Reviewer or Approver. Maximize your productivity and ensure efficient and accurate approval processes using the powerful features of the Civic Platform!

Course Objectives

Upon completion of this training series, participants will have developed a strong foundation of basic skills in various key areas of the Civic Platform essential for Approvers. The course curriculum focuses on the following critical areas:

  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.

  2. People & Property:

    • Explore the features and tools related to managing people and property within the Civic Platform.
    • Learn how to effectively handle user accounts and property information.
    • Understand the role of People & Property in the approval process.

  3. Working with Filters:

    • Master the art of using filters to efficiently retrieve and manage data.
    • Learn advanced filtering techniques to refine search results effectively.
    • Streamline your approval workflow by leveraging the power of filters.

  4. Working with Records:

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

  5. Workflow Management:

    • Gain insights into workflow management within the Civic Platform.
    • Understand how to navigate and oversee approval workflows.
    • Learn how to track progress and ensure efficient completion of tasks.

  6. Working with Activities:

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

  7. Working with Conditions:

    • Explore the features and tools for managing conditions within the Civic Platform.
    • Learn how to review and approve conditions associated with plans or permits.
    • Understand the impact of conditions on the approval process.

  8. Working with Documents:

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

  9. Working with Sets and Electronic Document Review:

    • Gain expertise in utilizing Sets and Electronic Document Review features within the Civic Platform.
    • Learn how to review and approve plan sets electronically.
    • Understand the benefits of electronic document review for efficient and collaborative approval processes.

Target Audience

Reviewers and Approvers

Class Technical Requirements

  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

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