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Statement of Work <br />• Participants will learn how to navigate the system. All concepts related to efficiently performing the necessary <br />functions in the system will be a part of this class. <br />• Participants will perform hands-on exercises to complete basic application processes <br />Assumptions: <br />• Students will be given time to attend all sessions <br />• Students will have access to the software after training <br />• Students will have reviewed content on Community prior to attending the training sessions <br />Timeframe <br />Topics <br />Exercises <br />Day 1 <br />• 8.0 Overview <br />o Login/logout <br />Page and Space <br />o Navigation <br />examples <br />■ Tasks <br />■ GIS <br />System/form online <br />• Global Search <br />help <br />• Launchpad <br />o Spaces and Pages <br />Search examples — <br />. Pinning and adding favorites <br />wildcard (%) <br />o Help <br />o Filters/Searches/Saved searches — view various field filter <br />Specific Record <br />options <br />examples <br />• Create New Record <br />o Intake form —APO data; Lic Prof, Contacts <br />Search existing APO <br />o Reference Data/Searching existing v. Adding Data on New <br />records <br />Record <br />o Custom fields (form/table) — supplemental data (form/table) <br />Create new Record <br />o Submit — save record <br />Contact <br />o View existing Record detail list <br />o Workflow Progression <br />Workflow progression <br />■ Viewing the various workflow tasks <br />exercises <br />• Selecting a 'status' to progress workflow (next task, <br />branch, loop or same task) <br />■ Back to Task Cards and assignments <br />Day 2 <br />• Review Day 1 material <br />• Conditions <br />Search existing <br />o view existing <br />Condition definitions <br />o add new <br />• Fees <br />Enter new fee from <br />o View — fee schedule; enter quantity <br />default Fee Schedule <br />o Assess — auto invoice enforced <br />• Payment <br />Enter payment <br />o Pay <br />o View receipt <br />• Inspection <br />Schedule an <br />o Assign <br />Inspection <br />o Results <br />9 2015 Accela Inc. Page 35 <br />