Training Course Descriptions
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Permit Tracking User Training
The Permit Tracking User Training course provides students with the
tools to manage all aspects of the permitting process. Each task is
covered, from application intake and receipt through inspections and
occupancy. Students will learn how to create permits, setup fees and
approval steps, assign conditions, collect fees, issue permits, and
grant certificates of occupancy. The course will also cover code
enforcement and inspection management.
Audience
All users of the Permit & Licensing system.
Prerequisites/Skill Level
Students should be familiar with the permit process. Basic computer
skills are required.
Course Outline
Students will learn how to:
- Understand the Permit Tracking system modules
- Create, process and issue new permits
- Lookup, search and query permits
- Create invoices and collect fees
- Create system reports
- Manage contact information
- Manage contractor information
- Manage code enforcement information
- Manage inspector and inspection information
- Manage parcel information
System Administrator Training
The System Administrator Training course will cover all aspects of
the system that a system administrator needs to successfully manage
the system. Students will learn how to create permit types, template
values, approval steps, permit conditions, and other tasks to help
users process permits in an efficient and consistent manner. The
course will also outline how to add new users and assign appropriate
roles and security levels.
Audience
Students responsible for the ongoing maintenance and configuration
of the Permit & Licensing system.
Prerequisites/Skill Level
Students should be very knowledgeable in all aspects of the permit
process. Completion of the Permit Tracking User Training course and
proficient computer skills are required.
Course Outline
Students will learn how to:
- Understand the Permit Tracking system modules
- Create and maintain permit types and permit templates
- Set up and update fees and fee schedules
- Maintain active users and user roles
- Assign inspections to inspectors
- Manage reports and reporting groups
- Set up print configurations
- Manage parcel information
- Manage complaint information
- Create lookup lists
Inspector Training
The Inspector Training course is specifically tailored for site inspectors and focuses on
the parts of the system used in their day-to-day activities. Students will learn how to
enter and search for permits, capture data in the permit record while working in the field,
note issues and irregularities, and generate reports. Students will also learn the process
in which to download permits into the Inspection Assistant and then upload the data into
the main application after performing the inspection.
Audience
Students responsible for field inspections who use the Inspection
Assistant application.
Prerequisites/Skill Level
Students should be familiar with the inspection process. Basic
computer skills are required.
Course Outline
Students will learn how to:
- Understand the Permit Tracking system modules related to
inspections
- Manage inspections
- Create a new inspection
- Change assigned inspector
- Print reports and inspection schedules
- Download data to the Inspection Assistant
- Update inspection tasks and violations in the Inspection
Assistant
- Update inspection tasks and violations in the Permit
Tracking system
- Upload field data from the inspection assistant
Discoverer Report Development Training
The Discoverer Training course covers all aspects of internal custom
report development utilizing the Discoverer Ad Hoc Query tool.
Students will learn how to view data stored in the system and
develop reports based upon that data. Students will also learn how
to create and modify ad hoc queries, implement simple and advanced
calculations, and present and format query results.
Audience
Students responsible for extracting data and generating reports from
within the system.
Prerequisites/Skill Level
Students should be experts in the permit process. Completion of the
User Training course and basic computer skills are required.
Course Outline
Students will learn how to:
- Create a connection to the Discoverer Ad Hoc Query tool
- Create reports
- Assign conditions and parameters
- Apply subtotals and grand totals
- Use simple and complex calculations to manipulate data
- Alter the layout and appearance of a report
- Format and edit data within the report
- Download reports to Excel
- Share reports with other users
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