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Civic Platform Back Office Users

A selection of Civic Platform End-user courses designed to teach agency back-office staff the skills needed to work within the Civic Platform Back Office.

Description

Welcome to our comprehensive selection of Civic Platform End-user courses, specifically designed to equip agency back-office staff with the essential skills needed to effectively work within the Civic Platform Back Office. This self-paced training program is tailored for individuals in back-office roles, enabling them to utilize the Civic Platform efficiently for streamlined administrative processes.

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 back-office 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 Back Office and streamline administrative processes.

Enroll today and embark on your journey to becoming a skilled Civic Platform user in the back-office domain. Maximize your productivity and ensure efficient administrative operations using the powerful features of the Civic Platform!

Course Objectives

  1. Civic Platform Basics:

    • Gain a comprehensive understanding of the Civic Platform's core functionalities and features relevant to back-office operations.
    • Navigate the user interface with confidence and ease, focusing on back-office specific tools and workflows.
    • Personalize your workspace to optimize productivity for administrative tasks.
  2. People & Property:

    • Explore the features and tools related to managing people and property within the Civic Platform Back Office.
    • Learn how to effectively handle user accounts, property information, and associated workflows.
    • Understand the role of People & Property in administrative processes.
  3. Working with Filters:

    • Master the art of using filters to efficiently retrieve and manage data within the Civic Platform Back Office.
    • Learn advanced filtering techniques to refine search results effectively, specifically tailored to back-office needs.
    • Streamline data retrieval and analysis using filter capabilities.
  4. Working with Records:

    • Develop proficiency in working with administrative records within the Civic Platform.
    • Learn how to review, update, and manage records seamlessly, aligning with back-office processes.
    • Understand the importance of data integrity and accuracy in administrative tasks.
  5. Workflow Management:

    • Gain insights into workflow management within the Civic Platform Back Office.
    • Understand how to navigate and oversee administrative 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 administrative processes.
    • Understand the role of activities in coordinating and communicating with stakeholders in the back-office environment.
    • Maximize efficiency by utilizing activity management tools.
  7. Working with Conditions:

    • Explore the features and tools for managing conditions within the Civic Platform Back Office.
    • Learn how to review and manage conditions associated with administrative tasks.
    • Understand the impact of conditions on the back-office processes.
  8. Working with Documents:

    • Master the document management capabilities of the Civic Platform Back Office.
    • Learn how to review, update, and manage documents seamlessly, aligning with administrative workflows.
    • Discover effective strategies for organizing and accessing documents.
  9. Working with Sets:

    • Gain expertise in utilizing Sets within the Civic Platform Back Office for administrative tasks.
    • Learn how to organize, group, and manage data using Sets, aligning with back-office needs.
    • Explore the benefits of Sets for efficient data analysis and reporting.
  10. Accela Maps/GIS:

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

Target Audience

Civic Platform Back Office Users

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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