Accela 101 - 3 of 3 part training series

Third part is a continuation of Workflow - thru plan review, discussion of all the uses of Workflow Email Notification and Task Specific Info (TSI) on each task, Completeness responsibilities, and Issuance checks and requirements. We cover how to schedule inspections in the back office and touch on all the ways customers can schedule and how the agency can view/manage scheduled inspections thru My Tasks page. We then return to Workflow and issue C of O - we discuss the Valuation Calculator tab being required for the C of O report.
• Workflow/Plan Review to Completeness - plan review sign-off to Completeness task, what Completeness is for and how to track it through My Tasks page, what is required to be done at Completeness to move to Ready to Issue (plans prep, review of fees, Valuation Calculator tab - when it is required, Fee Calc Factor, plans pick-up, use of Workflow Email Notification).
• Workflow/Ready to Issue to Permit Issuance - how to track Ready to Issue through My Tasks page, Payment and ACA Alerts, scripting checks for required data at issuance, Permit Issuance, what is included on the Permit, how to ‘fix’ a Permit that has errors/missing info.
• Inspection Process task/Inspections - what the Inspection Process task is for, how to schedule inspections in the back office (minimum requirements, request comment and details, scheduling overwrite of calendars in back office), how to manage Inspections in the My Task page, how to Transfer inspections, when/what to use Reschedule for inspections (edit details, change schedule date, update/add request comment, assignment), how Inspection Group is specific to Record Type, Inspection Scheduling rules (same-day cutoff, Look Ahead Days, Calendar restrictions), Inspection Process Complete status result and Final Inspection requirement, Final Inspection housekeeping for auto-close where available.
• Certificate of Occupancy - what is required, Valuation Calculator, when it is required, how to generate/re-generate, finaling records, tracking finaled records.
• Reports - touch on key reports.