Accela 101 session 1 of 3
Автор: Oregon ePermitting
Загружено: 2022-06-14
Просмотров: 2129
Описание:
Part one is an introduction to the Accela look and feel, how to set your Launchpad, how to customize your home page and My Tasks. We go over the Dashboard versus My Tasks page, pros and cons for each. We go over Global Search versus Record List Search, differences and how to search successfully and smart with a lot of tips and tricks provided. We also go over reference data versus transactional data. We pretty much touch on everything you can actively see when you log in – all icons and pages.
• Home view – setting up Launchpad, favoriting pages, setting a custom home page.
• Global Search and Record list search – what the differences are, how to search smart and successfully in each, searching tips and tricks.
• Dashboard versus My Tasks page – pros and cons for each, recommended Filters and other available Filters.
• Reference data and Transactional data – what the differences are, demonstration of key differences in searching in Reference versus Record List (Transactional) for an address.
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