Civic Platform Super Users

Welcome to the Civic Platform End-User Courses for Agency Super Users! This selection of courses is specifically designed to equip agency super users with the necessary skills to effectively navigate and utilize the various functionalities within the Civic Platform. By completing these courses, you will develop a solid foundation in working with the Civic Platform and gain expertise in key areas essential to your role as a super user.

Each course in this selection will provide a comprehensive exploration of the respective topic, including interactive exercises, practical examples, and quizzes to reinforce your understanding and application of the concepts. As an agency super user, these courses will empower you to effectively navigate and utilize the Civic Platform's features, enhancing your productivity and efficiency within your role.

Feel free to progress through the courses at your own pace, allowing for flexible learning and the opportunity to revisit any modules as needed. By the end of this course selection, you will have developed essential skills and knowledge in the areas necessary for working proficiently within the Civic Platform as an agency super user. Get ready to embark on this educational journey and enhance your expertise in the Civic Platform!

Learning Objectives: Upon completion of this course selection, you will have developed basic skills in the following areas of the Civic Platform:

1. Civic Platform Basics:

   • Understanding the key features and components of the Civic Platform.
   • Navigating the user interface and accessing essential tools.

2. People & Property:

   • Managing people and property records within the Civic Platform.
   • Utilizing search and filtering techniques to locate specific records.

3. Working with Filters:

   • Creating and utilizing filters to streamline data searches and reports.
   • Customizing filters to meet specific agency requirements.

4. Working with Records:

   • Creating, editing, and updating records within the Civic Platform.
   • Understanding record types and their associated fields.

5. Workflow Management:

   • Understanding and managing workflows within the Civic Platform.
   • Tracking and monitoring the progress of tasks and assignments.

6. Working with Fees:

   • Managing fees associated with agency processes.
   • Assessing, tracking, and collecting fees within the Civic Platform.

7. Managing Payments:

   • Recording and processing payments within the Civic Platform.
   • Managing payment transactions and reconciling accounts.

8. Working with Activities:

   • Creating and managing activities and tasks within the Civic Platform.
   • Assigning and tracking activities to ensure timely completion.

9. Working with Inspections:

   • Conducting and managing inspections using the Civic Platform.
   • Scheduling inspections, recording results, and managing follow-up actions.

10. Working with Conditions:

    • Managing conditions associated with agency processes.
    • Tracking and monitoring compliance with established conditions.

11. Working with Documents:

    • Uploading, managing, and retrieving documents within the Civic Platform.
    • Understanding document versions, history, and associated workflows.

12. Working with Sets:

    • Creating and managing sets of related records within the Civic Platform.
    • Streamlining processes and tracking progress using record sets.

13. Accela Maps/GIS:

    • Utilizing the mapping and Geographic Information System (GIS) capabilities of the Civic Platform.
    • Understanding spatial data and incorporating it into agency processes.

14. Electronic Document Review:

    • Leveraging the Accela Electronic Document Review (AEDR) tool within the Civic Platform.
    • Reviewing, annotating, and collaborating on documents electronically.

Civic Platform End-user with organization-wide scope (Super 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