OSM Monthly Online Focus Training

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 Krista.M.Allman@oregon.gov 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.