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s M f i• 1 •'... i 4 1 ii ` f. <br />This coursework shall prepare the Core Team, those users who will be <br />implementing the software, with the tools and knowledge to be able to assist in <br />configuring the system to achieve desired results. All basic setup features will be <br />discussed and practiced <br />Timeframe <br />Topics <br />Videos/Course <br />Guides <br />w�........._................. <br />y M <br />Da 1 - A <br />.......m <br />on: Accela <br />Introduction: <br />Automation <br />Getting Started <br />• Navigation <br />Login, Menu Bar, Admin/Daily, <br />Modules, Preferences, Display <br />Settings, Menu Navigation, My <br />Creating <br />Navigation, On-line help, V360 <br />Organizations; <br />Console vs Accela Automation <br />Creating User <br />• Access <br />Groups; Creating <br />Organization, User Groups and <br />Users <br />Users, Functional IDs (FID'S), <br />security types and levels <br />Configuring <br />Reference Data -common <br />Agency -Defined <br />information used throughout <br />Fields for Property; <br />the system <br />Managing <br />Reference Data on <br />o People and Property <br />Property; <br />o Address, Parcel and <br />Configuring <br />Owner <br />Agency -Defined <br />o Custom Attributes <br />Fields for People; <br />Managing <br />Reference Data on <br />People <br />Day 1 - PM <br />• Discuss Applications and <br />Application Types <br />Naming conventions, standards <br />Configuring Record <br />and best practices <br />Types <br />• Application Type Setup (4 <br />Levels) throughout the <br />system <br />Configuring Intake <br />Overview, Category Codes and <br />Forms <br />discuss linked categories <br />(SmartChoice <br />• Smart Choice Groups <br />Groups) <br />Associating the standard <br />information sections for each <br />Configuring ASI <br />application type <br />Groups; <br />• Application Specific Info <br />Configuring ASI <br />............ ..� <br />............. to <br />.���....... Associating non-standard fields...... <br />Sub rou s <br />g��_.�..._......._......... <br />.............� <br />Configuration Training <br />Last Revised: 11/4/2019 Page 2 of 4 <br />