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Statement of Work <br />• Checklist <br />o View <br />o complete <br />• Complete/close Record Complete Record <br />o Record detail <br />o Workflow completion <br />• GIS <br />• Document Management <br />o View existing documents Attach a document <br />o Add new documents <br />• Q & A Session <br />• ACA Overview <br />Software Administration Training Agenda <br />The following coursework will prepare those users who will be managing the software with the tools and knowledge to <br />be able to assist in configuring the system to achieve desired results. All appropriate basic setup features will be <br />discussed. <br />Topics <br />Exercises <br />• Introduction: Accela Automation <br />• Navigation <br />Login, Menu Bar, Admin/Daily, Modules, Preferences, Display Settings, Menu <br />Navigation, My Navigation, On-line help, V360 Console vs Accela Automation <br />• Access <br />Review user IDs <br />Organization, User Groups and Users, Functional IDs (FID'S), security types and <br />levels <br />• Reference Data — common information used throughout the system <br />o People and Property <br />Enter and search for <br />o Address, Parcel and Owner <br />records <br />• Discuss Applications and Application Types (4 Levels) Naming conventions, <br />standards and best practices <br />• Smart Choice Groups Associating the standard information sections for each <br />application type <br />• Application Specific Info Associating non-standard fields to an Application <br />Review App specific <br />• Application Specific Info Tables <br />info and table <br />Creating a table to store multiple data items, such as plumbing fixtures <br />9 2015 Accela Inc. <br />Page 36 <br />