EnerGov. Certification Program Overview INSTRUCTOR LED TRAINING

Transcription

1 EnerGov Certification Program Overview INSTRUCTOR LED TRAINING 2019

2 Program Overview: In an effort to help clients succeed in today s workplace, Tyler Technologies is proud to offer an EnerGov certification program designed to help build and demonstrate competencies in both administrative and functional areas. Acquiring an EnerGov Certification will help provide you with up-to-date and relevant skills that can be used every day to help your municipality realize maximum benefits from EnerGov. Methodology: EnerGov certifications are continually evaluated and updated to ensure their relevance to the latest software release. All courses conclude with a final exam designed to test the skills required to use the EnerGov application and to perform the necessary job functions for that competency area. Our rigorous exams go well beyond testing routine knowledge or terminology; attendees must apply their knowledge by analyzing technical solutions, solving problems, and making decisions. All certifications expire 1 year from the exam date. EnerGov certifications can be acquired in one of three ways. Instructor-Led Training: EnerGov software trainers are equipped to teach both the functionality as well as the administrative aspects of the EnerGov applications. Their years of training experience will be evident as they lead you through the appropriate materials, assist in hands-on activities, share industry and client best practices and customize the training around your needs, learning styles and EnerGov experience. You will also have the opportunity to interact with other EnerGov clients from across the United States and beyond. These courses require a four-person minimum and will be cancelled one month before if the registration minimum has not been met. Virtual/GTM: For 2019, Tyler Technologies offers EnerGov clients the ability to be certified online through our Virtual Labs. Once you register for a course, which the location says Virtual GTM, clients will be sent a URL key to access the virtual lab software. This is an instructor lead opportunity with hands-on instruction and Q&A sessions (each person is required to have a computer). The Virtual Lab software allows the instructor to view your screen and help when you need it! It also reduces the travel time and cost for your municipality. We only have 10 spaces per course with the Virtual Labs, so sign up fast! If you are interested in our Virtual Lab program, please contact Wendy Steiner at wendy.steiner@tylertech.com for program details. We offer over 150 courses a year! Test for Credit: EnerGov clients may attempt to test out of two certification courses per year in order to acquire additional certifications. Only one attempt on each exam will be allowed in a 12- month period. Each Test for Credit exam costs $300. Participants that earn above an 80% will receive a Certification.

3 Certification Levels and Benefits: As a result of the knowledge acquired during certification training, all certified individuals will receive priority attention from EnerGov s Support Department. In addition, individuals can attain certification levels as follows: Certification Level Points Needed Benefits Associate 30 *Tyler Swag Invitation to Regional focus groups Professional 100 *All Associate benefits and Choice of: ipad mini / Kindle Fire / Microsoft Surface Free Tyler Connect registration *Per calendar year. Competency Areas: Course Name Cost Hours Point Value System Administration $3, (Will Include: Custom Fields, Cashiering, Reports and Docs, System Setup and Workflow) Advanced System Administration $2, (Will Include: IO/IAA, Advanced Cashiering Configuration, Geo Rules) Land Management $3, (Will Include: Plan, Permit, ereviews, Inspection and ig Inspect) Crystal Reports $2, SSRS - Report Bootcamp $2, Code/IG Enforce/Licensing $2, CSS - Citizen Self-Serve Admin $1, How to Participate: For more information on the certification program, please contact an EnerGov representative at (888) or send an to wendy.steiner@tylertech.com. You will be invoiced for the course once the course is completed. If you registered and need to cancel, you can cancel or transfer your registration to another person no more than 14 days before the course date. If cancelation is within 14 days of the course date, you will be charged for 50% of the course fee.

4 2019 Certification Schedule: Certification 2017 Date Course Name Location January 30 CSS Admin Virtual - GTM February Crystal Reports Duluth, GA March 4-7 System Administration Carlsbad, CA March SSRS Reports Duluth, GA April 7-10 TYLER CONNECT USER CONFERENCE Dallas, TX April 8 11 Code/iG/Licensing Management Virtual - GTM April Land Management Virtual GTM May 14 & 15 CSS Admin Virtual - GTM May System Administration Virtual - GTM June Advanced System Administration Duluth, GA July Crystal Reports Gilbert, AZ August 20 CSS Admin Virtual - GTM September System Administration Duluth, GA September SSRS Reports West Coast TBD October Code/iG/Licensing Management Virtual - GTM November 4-7 System Administration Virtual - GTM December 3 & 4 CSS Admin Virtual GTM December 9 11 Advanced System Administration Virtual GTM These courses require a four-person minimum and will be cancelled one month before if the registration minimum has not been met.

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6 Certification Program 2019 System Administration Course Description: Designed for individuals who will be responsible for administering the EnerGov application, including how to setup users, custom fields, reports, hearings, districts, departments and other administrative tasks. This System Administration Certification course is a prerequisite for the Advanced System Administration Certification course. Course Cost: $3,000 per person (does not include travel or other related expenses) EnerGov Modules Covered: EnerGov s System Setup Module, Navigation with GIS/Spatial Collections, Contact Management, User Setup and User Roles, Custom Fields, Workflow Basics and Configuration, Cashiering Fee Basics/Templates and Variations, Reports and Documents Basics Suggested Attendees: Individuals who will be administering the EnerGov product or who will be responsible for various components of setup and configuration of the application. Course Time: 32 hours The following topics will be offered as a part of the System Administration Certification: Topic EnerGov Navigation with GIS/Spatial Collections Custom Fields Contact Management User Setup and User Roles Cashiering Fee Basics/Templates and Variations Reports and Documents Basics Description Topics include utilizing dashboard tools, widgets, app launcher, functionality of the Omni Bar, understanding GIS Map viewer functionality that includes: using different icons and their functionality, selection tools, navigation tools, manage feature tools, map tools, compass tool and spatial collections. Module navigation will include creation of records, searching capabilities, and exploration of various menus. The user will also understand how to create spatial collections and link/create records in EnerGov. Understand what custom fields are and how they can be used. Learn the different types of custom fields that can be added to a layout, including how to include tabs on a layout. Learn how to connect the custom field layout to a type/work class and to an activity. Understand the implications of using custom fields through the Citizen Access Portal or Citizen Self Service. Explain the functionality of global contacts and best practices for contacts. Ability to create a new global contact and associate it to a record. Ability to setup contact types and certification types. Understand how to validate licenses for individuals and how to configure license validation for various contact types. Learn how to create a new user in EnerGov and how to de-activate an existing user. Understand the relationship between a user and a user role. Learn how to customize security settings for user roles. Learn how to restrict access for user roles. Identify the Cashiering Customization features found in System Wide Settings. Understand user permissions with regards to fees as determined by User Role setup. Explore Fee Schedules, GL Accounts and Payment Methods. Understand the relationship between Fees and Standard and/or Custom Fields (Fee Inputs). Configure the four basic types of fees: Calculated, Percentage, Adjustable, and Fixed. Configure fee minimums and maximums, rounding, fee input expression, time tracker fees, discounts, constants. Configure Fee Rounding. Configure a basic fee template and associate the fee template to a type/class combination in another module. Understand the functionality of each of the following: CPI increase, AR Fee and Is Tax Fee. Discuss how EnerGov report writers create reports. Understand the difference between a report and a document. Understand the difference between a standard and customized report. Generate reports and documents in EnerGov. Understand

7 System Settings: District and System Wide Workflow Basics and Workflow Configuration Exam the functionality of dynamic reports. Understand the difference of a dynamic vs standard report. How to manage system-wide settings. How to setup Districts, Departments and Holidays and where these items are used in the application. How to configure and manage Meetings and Hearings, as well as how tasks function in the EnerGov application. How to configure Conditions, Holds, and Bonds and where these items are used in the application. How to define a business process and translate it into an EnerGov workflow, navigate successfully through a workflow and configure all actions and steps necessary to reflect the business process on a workflow template. Demonstrate how and where to associate workflows. Demonstrate how to see the end-product of the workflow configuration. At the completion of the course, an assessment will be given. Participants that earn above an 80% will receive a certification. Only one attempt on each exam will be allowed in a 12-month period. Each retake on an exam costs $300.

8 Advanced System Administration Course Description: An in-depth overview of how to create advanced system administration processes in EnerGov. This course will allow you to add to your knowledge of fee basics, Intelligent Objects, Intelligent Automation Agents and Geo Rules. This course builds off the concepts discussed previously in the System Administration class. The System Administration class is a prerequisite for the Advanced System Administration certification class. Course Cost: $2,500 per person (does not include travel or other related expenses) EnerGov Modules Covered: EnerGov s GIS Overview and Setup Menus, Geo Rules, Intelligent Object, Intelligent Automation Agent, and Cashiering. Suggested Attendees: GIS professionals, System Administrators and others interested in learning more about EnerGov s GIS/Intelligent Objects/Geo Rules setup. Note: Attendees should have a basic understanding of GIS principles and should be familiar with ESRI s suite of products. This course does not teach ESRI s software products. Course Time: 24 hours The following topics will be offered as a part of the Advanced System Admin Certification: Topic Cashiering/Fee configuration Basics Advanced Fee Configuration Intelligent Objects Intelligent Automation Agent Geo Rules Exam Description Identify the Cashiering Customization features located on the district setup pages. Understand user permissions with regards to fees as determined by User Role setup. Explore Fee Schedules, GL Accounts and Payment Methods. Understand the relationship between Fees and Standard and/or Custom Fields (Fee Inputs). Configure the four basic types of fees: Calculated, Percentage, Adjustable, and Fixed. Configure fee minimums and maximums. Configure Fee Rounding. Configure a basic fee template and associate the fee template to a type/class combination in another module. The class will deep dive into these areas to have an advanced understating of how to use and configure: Expressions, Constants, Discounts, AR Fees/Tax Fees CPI Increase, Fee Proration, and Child templates. How to create the following: Intelligent Object Configuration, Intelligent Conditions, Intelligent Actions. These areas include the following: Alert, Apply Hold, Attach Document, Calendar Due Dates, Compute Fees, with Attachment, Error, Geo Rule, Notification, Release Hold, Remove Fees Set Value, Task, and review EnerGov s Best Practices. How to create the following: Intelligent Query Setup, Intelligent Query Action, and review EnerGov s Best Practices. How to manage and setup the following: Related GIS Map information, Geo Query, Geo Rule, Alert, Block/Block with Override, Field Mapping, Required Action/Step, Zone Mapping, Intelligent Objects and review EnerGov s Best Practices. At the completion of the course an assessment will be given. Participants that earn above an 80% will receive a Certification. Only one attempt on each exam will be allowed in a 12-month period. Each retake on an exam costs $300.

9 Crystal Reports Course Description: Beginner: This Quick Start course is designed to teach the basic fundamentals of report design such as sorting, filtering data, grouping, drill-down reporting and providing automated summary totals. Students do not need any previous experience working with Crystal Reports but do need to be able to navigate a windows environment. Any familiarity with database tables, fields and records is a plus. Advanced: This course is designed to teach the Crystal Report designer more intermediate to advanced techniques needed to develop more complex reports. Hands-on exercises are used to teach all the techniques needed to develop more complex reports. Students must be familiar with basic design techniques such as sorting records using the Record Expert, filtering records using the Select Expert and grouping reports using the Group Expert. You will also learn about EnerGov s report tool kit. This is a set of database views for all modules that loads into the database, which allows clients to develop reports. Course Cost: $3,000 per person/ per session (does not include travel or other related expenses) Suggested Attendees: Individuals who will be responsible for writing and updating any reports in the EnerGov Enterprise System. This course will not make you a Crystal Reports expert. Course Time: 32 hours total Beginner course is 8 hours. Advanced course with database is 24 hours. The following topics will be offered as a part of the Crystal Reports Certification: Topic Crystal Reports SQL Reports Report Tool Kit Description How to create; Advanced Parameters, Grouping, Formula Features, Section Expert, Running Total, Sub Reports, Cross Tab Reports How to create SQL expressions and commands. How to use the EnerGov report tool kit to create reports.

10 SSRS Course Description: This course assumes no prior knowledge of SQL Server Reporting Services. This course does assume prior knowledge of SQL Server and the use of SQL Server Management Studio for development, Visual Studio using Visual Basic and administrative tasks. The user should also be able to write and run expressions, script files and diagnose problems that occur. In this course, you will learn how to use SQL Server Reporting Services. Explore its basic architecture and gain a basic understanding of the components of SSRS. You will then explore tabular and list reports that employ datasets and data regions. As you progress you will learn to add custom expressions, custom functions and format your reports using Visual Studio and SQL Server Business Intelligence Studio. The reports you create in the course will employ shared data sources, interactive sorting, and drill-down capabilities. You will then understand how Reporting Services parameters work and create parameters in ad-hoc SQL. Next you will be building Matrix reports and charts then explore the use of Reporting Services gauges. Course Cost: $2,500 per person/ per session (does not include travel or other related expenses) Suggested Attendees: Individuals who will be responsible for writing and updating any reports in the EnerGov Enterprise System. This course will not make you a SSRS expert. Course Time: 24 hours total The following topics will be offered as a part of the SSRS: Topic Introducing SQL Sever Reporting Services Creating Tabular and List Reports Calculations and Formatting Grouping and Sorting Working with Parameters Creating Matrix Reports and Charts Managing Reporting Services Security Description Tour of Features, Feature Overview, Supported Report Types, Supported Output Formats, Data Sources, Programming Reporting Services, Deployment and Administration Features, What's New in SQL Server 2008 Reporting Services, Reporting Services Architecture, Report Server, Report Server Database, Report Designer, Report Manager, Reporting Services Configuration Tool, Report Server Command-Line Utilities, Report Builder, Report Models, Reporting Services and Report Server Projects. Creating a Report Server Project, Report Server Project Files, Creating Data Sources, creating a Shared Data Source, Creating Reports Using the Report Wizard, Importing Microsoft Access Reports, Creating a New Blank Report Using the Visual Studio, Report Designer, The Report Dataset, The Report Design Running Reports, Report Execution Options, and Output Options Creating Your First Tabular Report, Working with Datasets and Data Regions, Adding Controls to a Report, Accessorizing Reports, creating a List Report, Working with Rich Text Creating Expressions, Using the Global Collections, Formatting Items, Conditional Formatting Creating Groups, Calculating Totals and Percentages, Interactive Sorting, Creating Drill-Down Reports Understanding Report and Dataset Parameters, Parameterized Sorting, Multivalued Parameters Creating and Accessorizing Matrix Reports, SQL Matrix features, creating a Chart and exploring possibilities, Adding Gauges Deploying Reporting Services, Exporting Reports, Report Manager and Creating Linked Reports Reporting services security, securing access to reports, reporting services and basic authentication and secure sockets layer, data source security

11 Programming Reporting Services Advanced Reporting Services Programming Snapshots and Subscriptions Ad-Hoc Reporting with Report Builder 2.0 Reporting services API, URL access, using the report viewer controls, using the report viewer control with local reports Using the report services web service, working with custom assembles Report caching and snapshots, creating subscriptions and creating data-driven subscriptions Report builder 2.0 setup and configuration, getting started and creating reports with the report builder

12 Code/ ig Enforce/Licensing Course Description: IG Enforce: Designed for individuals who will be using EnerGov s mobile ig Enforce. This certification is focused on improving the user experience by providing a comprehensive understanding of how it integrates with the main EnerGov application. Request/Code: An in-depth overview of the Request Management module and how to track all citizen and internal requests/complaints that require follow up inspections. This session will teach how to escalate a Request case to a Code case or how to create a Code case alone. Business Licensing: This session is an overview of the administrative tasks involved in the licensing phase of the license intake process. This hands-on course will teach the end user how to create, input and manage business licenses. Business License management, functionality and best practices will be discussed along with management of the active workflow, collection of fees, and license life-cycle. The renewal process and configuration will complete this session. Professional Licensing: This session will teach the user how to create, input and manage Professional Licenses. Professional License management, functionality and best practices will be discussed along with management of the active workflow, collection of fees, license life-cycle and the renewal process. Course Cost: $2,500 per person (does not include travel or other related expenses) EnerGov Modules Covered: General Navigation, Request management and Configuration, Code Management and Configuration, ig Enforce mobile app, Contact management, Business and configuration, Business License, Professional License, Tax Remittance and configuration. Suggested Attendees: Inspectors, Building Officials, Business/Professional License Intake professionals, and Code Enforcement officers, as well as any others interested in learning more about EnerGov s mobile Enforce ipad application. Course Time: 24 hours The following topics will be offered as a part of the Code, Licensing & ig Enforce Certification: Topic General Navigation Contact Management, Business and Configuration Description Understand how to navigate the EnerGov software. Topics include utilizing dashboards as quick information tools, widgets, action items toolbar, functionality of the Omni Bar, and main toolbar. Module menus (setup, viewer, and reports) will be introduced, records created, searches created and best practices discussed. Discuss all functionality of the Omni bar and App Launcher. Understand GIS Map viewer functionality that includes: using different icons and their functionality, selection tools, navigation tools, manage feature tools, map tools, and the compass tool. Explain the functionality of global contacts and best practices for contacts. Have the ability to create a new global contact and associate it to a record. Also, have the ability to setup contact types and certification types. Understand how to validate licenses for individuals and how to configure license validation for various contact types. Explain the functionality of global contacts and best practices for contacts. Ability to create a new global contact and associate it to a record. Ability to setup contact types and certification types. Understand how the creation of a contact impacts both business & professional licensing. This session is an overview of the administrative tasks involved in the licensing phase of the license intake process. Understand the differences between Global Contacts and Business information.

13 Business License, Tax Remittance and Configuration Request Management and Configuration Code Management and Configuration Professional License Management Exam To teach the end user how to create, input and manage business licenses. Business License management, functionality and best practices will be discussed along with management of the active workflow, collection of fees, and license life-cycle. The renewal process and batch processing setup screen and best practices. Users will learn the functionality of the Tax Remittance module from the billing cycles, collecting fees and past due periods. The User will configure the Business License and Tax Remittance modules to complete this session. Users will learn how to use the Request Management module to track all citizen and internal requests/complaints that require follow up inspection, including all relevant data entry and reports. Fundamentals and practical aspects of request management, especially with regards to entering a request in EnerGov Server and how to create a code case should the violation exist or close the request by updating the status should the complaint be unfounded. This session will teach the creation of a Code case, invoicing and processing fees, inspections and adding violations as necessary with the ultimate goal being to close the case. In this course, users will learn where to go to print code letters such as the Notice of Violation, Notice of Citation, Lien Notices, and Courtesy Notices (either via Documents tab or from the workflow, depending on your setup) and configuration of the module. Users will be able to configure the Code module from Code category to Code Case Type. This session will teach the end user how to create, input and manage Professional Licenses. Professional License management, functionality and best practices will be discussed along with management of the active workflow, collection of fees, license life-cycle and the renewal process. At the end of this session, the User will be able to configure the Professional License Module from Status to Professional License Type. At the completion of the course an assessment will be given. Participants that earn above an 80% will receive a Certification. Only one attempt on each exam will be allowed in a 12-month period. Each retake on an exam costs $300.

14 CSS Citizen Self Service Admin Course Description: Designed for individuals who will be responsible for administering EnerGov s Citizen Self Service portal. The main focus will be on how to manage the site configuration options, as well as configuring the system to provide external access to EnerGov s information. At the end of the training course, candidates are well versed in all of the key functional and technical components that are comprised within the CSS Administration Website. The certification program is designed to allow candidates to successfully demonstrate the mastery of several fundamental functions within the CSS Administration Website. Course Cost: $1,500 per person (does not include travel or other related expenses) EnerGov Modules Covered: Citizen Self Service Suggested Attendees: Individuals who will be administering the client facing portal Citizen Self Service, or others who will be responsible for various components of setup and configuration of the application. Course Time: 8 hours The following topics will be offered as a part of the CSS Citizen Self Service Certification: Topic Basic CSS Functionality Understanding Technical Architecture Configure New Jurisdiction Configure Case Type Categories Configure Case Types Configure Menu System Configure Global Notifications User Configurations Description An introduction to the web portal and how jurisdictions use it for various processes; this will create a solid foundation of understanding around the core features that are available for citizens to use the content will be centered around activities such as applying for permits, applying for plans, interacting with saved drafts, requesting inspections, using the GIS maps, searching for information, interacting with invoices, utilizing the electronic shopping cart, understanding the dashboard, registering for user accounts, etc. An introduction to the overall architecture of the CSS suite of applications; the purpose of this item is to provide an understanding of the relationships and dependencies between EnerGov and the various CSS components. How to create, view, and modify a jurisdiction using the CSS Admin site; this is the first step in the configuration process, which enables the other configurations to begin. How to create, view, and modify case type categories (for permit types and plan types) using the CSS Admin site; this is essentially important for grouping together similar permit types and plan types, in an intentional attempt to provide tools to guide citizens into applying for the right cases. How to create, view, and modify case types (for permit types and plan types) using the CSS Admin site; this is helpful in understanding how to map existing EnerGov permit types and plan types to CSS case types. How to view and modify the menu system; this will illustrate how to specify the items within the menu, the order in which the menu items appear, and the relationships between the parent/child elements of the menu system. How to create, view, and modify global notifications using the CSS Admin site; this tool is useful for communicating public information to citizens at any time. How to setup login, lockout and automatic user registration for citizens.

15 Geo Rules GIS Map Configurations Data Source Setup and Parcel/Address Layer Mappings Payment Configurations Business Configurations Exam How to create and manage an Alert and/or a Block for a CSS Geo Rule. The user will learn how to setup query and actions for CSS to perform a Geo Rule for an alert or a block in CSS. How to view, create, and update GIS map configurations. Many combinations of the data elements comprise the GIS functionality. How to setup values that will display the parcel search results when applying for permits or plans and when viewing the location details of individual permits and plans. How to view, create, and update Payment settings. These configurations connect CSS to MyGovPay or a custom credit card API integration. How to customize business settings that are specific to permit, plan, inspection, system wide, sub-records, cases, calendars, contacts, file types, searching, fee estimators, invoice payments and other permissions. At the completion of the course an assessment will be given. Participants that earn above an 80% will receive a Certification. Only one attempt on each exam will be allowed in a 12-month period. Each retake on an exam costs $300.

16 Land Management Course Description: Plan Module: This session will cover the administrative tasks involved in the plan intake process. The basics of the plan application process, from submitting an application, to invoicing and processing fees, to creating sub plans will be introduced. Users will learn how to use Manage My Reviews, use the Planning Widgets, and how to add Corrections, Recommendations, and Conditions to a plan case. The user will have an understanding of the End User screens and all configuration of the module. ereviews: An in-depth overview of how to perform plan reviews using EnerGov s ereview software. Upon completing the course, users will understand how to accept electronic plans, perform electronic markups and collaborate electronically with architects, engineers and builders. Permit Module: This session will cover the basics of the permit application process, from application of an over-the-counter permit to more complex processes to permit issuance and renewing permits. Users will become familiar with the basic workflow concept introduced in this course. How to apply and manage client specific Conditions and Holds, as well as how to track applicable Bonds. The user will have an understanding of the End User screens and all configuration of the module. Inspection Module: This session will teach Users how to create, schedule and access inspection information directly from the workflows of the linked records. At the end of this course, users will be able to schedule inspections from both the workflow, by querying and retrieving the correct inspections directly in the Inspections module and retrieve vital inspection information. Checklist items and the role they play in gathering and storing vital inspection information will be covered. Manage my Inspections and the My Inspections Widget will be covered. The user will have an understanding of the End User screens and all configuration of the module. IG Inspect: Designed for individuals who will be using EnerGov s mobile ig Workforce application ig Inspect. This certification is focused on improving the user experience by providing a comprehensive understanding of how the application integrates with the main EnerGov application. Course Cost: $3,000 per person (does not include travel or other related expenses) EnerGov Modules Covered: EnerGov s Navigation, Permit Module, Plan Module, ereviews, ig Inspect App, Inspection Module and IVR Suggested Attendees: Planners, Engineers and others who need to know how to markup electronic plans. Students should have a working knowledge of EnerGov s Plan Management module for ereviews. Inspectors, Building Officials, Plan Reviewers and Code Enforcement officers, as well as any others interested in learning more about EnerGov s mobile ig Inspect ipad application. Individuals who will be administering the EnerGov product or who will be responsible for various components of setup and configuration of the application. Course Time: 32 hours The following topics will be offered as a part of the System Administration Certification: Topic General Navigation Description Understand how to navigate the EnerGov software. Topics include utilizing dashboards as quick information tools, widgets, action items toolbar, functionality of the Omni Bar, and main toolbar. Module menus (setup, viewer, and reports) will be introduced, records created, searches created and best practices discussed. Discuss all functionality of the Omni bar and App Launcher.

17 Plan Management/Reviews and Configuration ereviews Permit Management and Configuration Inspection Management and Configuration ig Inspect and IVR Understand GIS Map viewer functionality that includes: using different icons and their functionality, selection tools, navigation tools, manage feature tools, map tools, compass tool and spatial collections. Understand how to create spatial collections and link/create records in EnerGov. Explain the functionality of global contacts and best practices for contacts. Have the ability to create a new global contact and associate it to a record. Also, have the ability to setup contact types and certification types. Understand how to validate licenses for individuals and how to configure license validation for various contact types. This session will cover the administrative tasks involved in the plan intake process. The basics of the plan application process, from submitting an application and creating the record, to invoicing and processing fees, to creating sub plans will be introduced. Users will learn how to Manage My Reviews, use the Planning Widgets, and how to add Corrections, Recommendations, and Conditions to a plan case. The User will walk through the configuration of the Plan module from Plan activities to the Plan Type. The user will have an understanding of the End User screens and all configuration of the module. The user will walk through the ereviews process from three perspectives: The Citizen, the Review Coordinator and the Reviewer. Navigation of the Citizen Access Portal and creating a plan/permit case. Best practices for how to use ereviews when uploading files. Understanding how the Citizen will be using the ereview portal and the how the Reviewer will be utilizing the ereviews Client. The user will see the entire process from start to finish with the plan being rejected and approved. This session will cover the basics of the permit application process, from application of an over-the-counter permit to more complex processes to permit issuance. Users will become familiar with the basic workflow concept introduced in this course. How to apply and manage client specific Conditions and Holds, as well as how to track applicable Bonds. Permit Calculator and Valuation will be used to process fees. From the Permit Activities to the Permit Type, users will learn how to configure the permit module. Users will learn how to validate certifications on the contact. Users will learn how to renew permits. The user will have an understanding of the End User screens and all configuration of the module. This session will teach Users how to create, schedule and access inspection information directly from the workflows of the linked records. At the end of this course, students will be able to schedule inspections from both the workflow, by querying and retrieving the correct inspections directly in the Inspections module and retrieve vital inspection information. Checklist items and the role they play in gathering and storing vital inspection information will be covered. Manage my Inspections and the My Inspections Widget. The User will configure the Inspection module from the Checklist items to the Inspector Types. The user will have an understanding of the End User screens and all configuration of the module. This session will teach Users how to use the IG Inspect app on an IPad to view daily inspections with a map interface. This app will allow users access to view and complete inspection details such as associated contacts, inspection history and holds. Inspectors will be able to review inspections using checklist items and attach pictures from the site. IG Inspect will automatically track time as the

18 Exam inspection is performed to better assess how much time is needed for re-inspections or to organize time schedules for future inspections. Inspectors will learn how to digitally sign inspections and distribute the inspections summary via or printing. At the completion of the course, an assessment will be given. Participants that earn above an 80% will receive a certification. Only one attempt on each exam will be allowed in a 12- month period. Each retake on an exam costs $300.