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Accela 101 Training (3 part series): www.youtube.com/playlist?list=PLCrlQ45XMyFwGN5psfyyH9At1d8N3wDKj
Code Enforcement Focus Training: https://www.youtube.com/watch?v=tr3HOXhshYc Planning Module Focus Training: https://youtu.be/UaabyfzMKEQ A link to the Oregon ePermitting YouTube that includes a few other training videos: https://www.youtube.com/channel/UCPrRRU13H4Ajohabvo_sRwg
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Our Accela 101 Basics Training will be starting a new 3-part series Aug. 16. It's been slightly delayed due to staff schedules but will be back on track starting Aug. 16.
Each weekly training session will be offered to assist agencies who have lost their in-house experts/trainers or are needing a refresher of the basics. We have a lot of agencies that have lost their experts or are dealing with recent or high turnover, so training to ‘hit the ground running’ is now being offered. Submit a ticket to the Kayako helpdesk to request information on the current training schedule and availability. We plan to provide training every week on Tuesdays from 9:30 a.m. to noon. We are offering a Public Work focus training scheduled on Thursday, Aug. 18 from 9 to 11 a.m. This training will be offered remotely also thru Teams. If you are interested in this added training and your agency has the PW module – even if you’ve already been trained by your coworkers, I would recommend this ‘by design’ training to learn some of the unique features and details of this module.
Please send a email help ticket to [email protected] to request sign up for this PW training. Our Accela 101 Basics Training will be starting a new 3-part series May 10. Each weekly training session will be offered to assist agencies who have lost their in-house experts/trainers or are needing a refresher of the basics. We have a lot of agencies that have lost their experts or are dealing with recent or high turnover, so training to ‘hit the ground running’ is now being offered. Submit a ticket to the Kayako helpdesk to request information on the current training schedule and availability. We plan to provide training every week on Tuesdays from 9:30 a.m. to noon.
Our Accela 101 Basics Training has been a big hit the last few months, so we plan to continue them for the next six months. Each weekly training session (3-part series) will be offered to assist agencies who have lost their in-house experts/trainers or are needing a refresher of the basics. We have a lot of agencies that have lost their experts or are dealing with recent or high turnover, so training to ‘hit the ground running’ is now being offered. Submit a ticket to the Kayako helpdesk to request information on the current training schedule and availability. We plan to provide training every week on Tuesdays from 9:30 a.m. to noon.
Due to the high demand for Accela 101 Basics Training since Covid began, we have added a weekly training session (3-part series) to assist agencies who have lost their in-house experts/trainers or are needing a refresher of the basics. We have a lot of agencies that have lost their experts or are dealing with recent or high turnover, so training to ‘hit the ground running’ is now being offered. Submit a ticket to the Kayako helpdesk to request information on the current training schedule and availability.
Download instructions are available here.
The new iOS Oregon Inspector App will be available for download on Monday, Jan. 13, 2020. The app will be available for iPhone and iPad devices at launch with an Android version available at a future date. We have worked with CityGovApp to create an alternative to the current Accela Inspector App to allow for Oregon customization, faster bug fixes, and better support. The Accela app will still be available, but you will also have the option to use the Oregon Inspector App. In fact, both apps can be installed on your iOS device at the same time. Live Online Training Available: The Oregon Inspector App is similar in functionality to the Accela Inspector App, so the learning curve should not be too great. But for ease of use, Jerod Broadfoot from the ePermitting Program will be providing the following five live online training sessions using GoToMeeting next week:
There is no need to register. Simply log on using this access information during any of the sessions that work best for you: URL: https://global.gotomeeting.com/join/340464541 Phone: 872-240-3212 Access Code: 340-464-541 Please keep in mind that there is a GoToMeeting app available on the App Store if you would like to view the training sessions on your mobile device while in the field. More Training Options: In addition to the live online training, we have developed short how-to videos to view on your iOS device. We also have a list of all new fixes and enhancements to the Oregon Inspector App, compared to the Accela Inspector App. This information and the how-to videos can be found on the Oregon Inspector App Help webpage. Lastly, please send us an email at [email protected] if your agency is interested in additional in-person training. Download the App: IMPORTANT NOTE: The Oregon Inspector App cannot be found on the App Store. Instead, you will download the app from a webpage. Download instructions are available here. Apple no longer allows apps to be published on the App Store that are considered “internal use only”, like the Oregon Inspector App so you will be using this webpage for downloading the app going forward. There will also be a Mobile Device Management (MDM) file available for those agencies whose security policies require an MDM file. Our next Focus Training will be taught by Kelly Marshall and will provide some helpful guidance on how to transfer funds from one record to another and how to run a fund transfer report.
It will be held on Wednesday, Dec. 19, 2018, from 8 – 10:30 a.m. up to 12 participants can attend the class so please send an email to [email protected] and let her know how many from your office plan on attending the training session. We will schedule additional training dates if the class fills up. Our next Focus Training will be taught by Kelly Marshall and will provide some helpful guidance on what reports automatically save to documents, how to re-generate certain key documents like Certificates of Occupancy and Permits, viewing documents once saved/uploaded, what document types use the built-in viewer and which don’t, info about document permissions, and how to delete documents and edit document details.
It will be held on Tuesday, Nov. 20, 2018, from 10 – 11:30 a.m. Up to 12 participants can attend the class so please send an email to [email protected] and let her know how many from your office plan on attending the training session. We will schedule additional training dates if the class fills up. Our next Focus Training will be taught by Kelly Marshall and will cover Workflow and Activities – how to use these together to document your process and notify others involved.
In this training, we will cover the added functionality of using workflow notifications, and then how activities will record the work you do between tasks. Both can offer greater efficiency in documenting your process from beginning to end. It will be held on Tuesday, Oct. 9, 2018, from 10 – 11:30 a.m. Up to 12 participants can attend the class so please send an email to [email protected] and let her know how many from your office plan on attending the training session. We will schedule additional training dates if the class fills up. Our next focus training will be provided in September on the Power of Workflow Email Notifications – Internal and External. We will be announcing the date/time in the next Newsletter edition. We are also requesting feedback as to what upcoming training topics you would be interested in learning about. Please provide training topics to Krista by emailing her at [email protected] with your top 3 training topics that would greatly benefit users in your agency.
Our next Focus Trainings will be taught by Chrissie Deibel and will cover using the new Transaction Receipt, Payment Received reports, Transactions Applied reports, Deposit Slip, Unapplied Funds report and Daily Summary report to close out the day. It will be held on Tues, June 5, 2018 from 1:30 – 2:30 PM. Up to 12 participants can attend the class so please send an email to [email protected] and let her know how many from your office plan on attending the training session. We will schedule additional training dates if the class fills up.
Our next Focus Trainings will be the second part to our two part series covering the plan review record types. This second session will cover Phased Permitting and will be held in May rather then April on May 16, 2018 at 9:00 AM. Up to 12 participants can attend each class so please send an email to [email protected] and let her know how many from your office plan on attending the training session. We will schedule additional training dates if the classes fill up. The May Newsletter will have details on the “Changing Financial Reports” training to be held in May also.
Our next Focus Trainings will be a two part series where Kelly Marshall will train how to use the plan review record types. This first session will cover Deferred Submittal and Revision record types as a supplement to the article above. It will be held on March 21, 2018 at 9:00 AM. Up to 12 participants can attend each class so please send an email to [email protected] and let her know how many from your office plan on attending the training session. We will schedule additional training dates if the classes fill up.
In our next Focus Training, Kelly Marshall will discuss inspection results, use cases and how they impact trip counts, as a supplement to the newsletter article in our January edition. We believe this is an important training and will be popular for inspectors so we have scheduled the following four sessions to accommodate jurisdiction’s staff schedules:
In the next Focus Training Kelly Marshall will train on the power of using Conditions of Approval (COA). The training will describe the differences between COA and Standard Conditions, where COA appear, and best practices in using COA. This training will take place on Wednesday, December 13, 1:30 – 2:30 p.m. Up to 12 participants can attend this class so please send an email to [email protected] and let her know how many from your office plan on attending the training by Monday, December 11th. We will schedule additional training dates if this class fills up.
Future training topics to watch for: State Surcharge Reports, Phased & Deferred Records, Fee Estimates. In the next Focus Training Chrissie Deibel will train on how to add documents to a record and parcels. This training will take place on Wednesday, November 29, 1:30 – 2:30 p.m. Up to 12 participants can attend this class so please send an email to [email protected] and let her know how many from your office plan on attending the training by Monday, November 27. We will schedule additional training dates if this class fills up.
Future training topics to watch for: State Surcharge Reports, Phased & Deferred Records, Conditions of Approval (Building), Fee Estimates. In the next Online Focus Training Kelly Marshall and Heidi Shamberger will review the fixes and changes in Accela Civic Platform 9.1.3. They will also demonstrate the new redesigned Workflow Card View that appears in the New UI. This training will take place on Wednesday, October 4, 1:30 – 3 p.m. Please send an email to [email protected] as soon as possible and let her know how many from your office plan on attending the training.
Future training topics to watch for: Using New Workflow Emails, State Surcharge Reports, Creating Phased & Deferred Records, Fee Estimates. The next Focus Training will cover a new web-based data tool called Analytics Dashboard that will soon be available. Celina Patterson, ePermitting Program Manager, will demonstrate Analytics Dashboard that is being developed for us by CityGov Apps against our Accela database. The training will outline how the tool can be used for jurisdiction staff and also show the agency data that will be made available for the public to see. This training will take place on Wednesday, September 13, 1 – 2 p.m. Please send an email to [email protected] as soon as possible and let her know how many from your office plan on attending the training by Monday, September 11th.
Future training topics to watch for: What’s New in 9.1.3, Using New Workflow Emails, State Surcharge Reports, Creating Phased & Deferred Records, and Fee Estimates. This year, instead of large regional ePermitting training we are considering doing individualized in-person training for interested jurisdictions.
Please let us know if your City/County is interested.
Krista Allman 503-373-1983 [email protected] In the Next Focus Training Kelly Marshall and Shane O’Donnell will demonstrate the new Building Permit and Certificate of Satisfactory Completion that will both be going live in Production on August 17th. The training will outline how to toggle the display of a Condition of Approval on/off, how to ensure pending inspections are displayed on the permit, and that the homeowner displays properly when they are the one performing the work. This training will take place on Wednesday, August 16, 1:30 – 3 p.m. Up to 12 participants can attend this class so please send an email to [email protected] as soon as possible and let her know how many from your office plan on attending the training by Monday, August 14th.
Future training topics to watch for: Using New Workflow Emails, State Surcharge Reports, Creating Phased & Deferred Records, Fee Estimates. In the next Focus Training Chrissie Deibel will demonstrate and discuss Exception Payment Methods: Credit Memo, Fee Waiver, Write Off, Journal Entry, Billed, Refund Check and Fund Transfer. The reports used to reconcile and track these payment methods will be reviewed: Refunds Issued, Revenue Exceptions, Records with Billed Fees and Funds Transfer. This training will take place on Wednesday, July 19, 1:30 – 2:30 p.m. Up to 12 participants can attend this class so please send an email to [email protected] and let her know how many from your office plan on attending the training by Monday, July 17. We will schedule additional training dates if this class fills up.
Future training topics to watch for: Using New Workflow Emails, State Surcharge Reports, Phased & Deferred Records, Conditions of Approval (Building), Fee Estimates. Providing end user training for the Accela software and the Oregon Standard Model has been an ongoing challenge for the ePermitting Program and our jurisdictions. In an effort to cover training needs, beginning in June we will provide short monthly focused trainings. The topics will cover the most challenging issues and questions we regularly see. Our first focus training topic will be “Using the ‘Deposit Slip’ and ‘Daily Summary’ reports” which will be held on Tuesday, June 20, 1:30 – 2:30 p.m. During this class, Chrissie Deibel will unveil the new Deposit Slip report and review the Daily Summary report. She will describe the report parameter inputs and demonstrate how the reports behave for full payments, partial payments, refunds, voids, non-money payments, fund transfers, and moving money from a previous payment. This class will be especially interesting for those who perform daily money balancing. Up to 12 participants can attend this class so please send an email to [email protected] as soon as possible and let her know how many from your office plan on attending the training by Friday, June 16. We will schedule additional training dates if this class fills up.
Future training topics to watch for: New Building Permit Report, Using New Workflow Emails, State Surcharge Reports, Creating Phased & Deferred Records, Conditions of Approval (Building), Fee Estimates. |
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