Portfolio Category: Training-Permitting

Learn how to schedule inspections from the Unassigned Tasks List. [accordions] [accordion title="Transcript"] Hi, this is Misha from citizenserve today. I'm going to show you how to schedule an inspection from the unassigned task list. We'll start on Edge dashboard here. We're looking at the unassign tasks. You can filter on any column that has a drop-down Arrow. Filter with the show all options, which is under the hamburger lips in the top right of your window. But here's a tip use the filter bars to filter just by clicking on a category. You can clear the filter by clicking the filter bar title. Did you know…

Learn how to schedule a new inspection in citizenserve. [accordions] [accordion title="Transcript"] Hi, this is Misha from citizenserve today. I'm going to show you how to schedule a new inspection by adding an inspection activity to your project. This feature applies to permit projects licensing projects and planning projects too. Here we are on Ed's homepage. Let's start by selecting the quick search icon. It's the magnifying glass. I'll enter part of the description for my permit. You can also enter the front or the end of the file number or permit number or even the parcel number then press enter or click the search button. Since…

Learn how to create a permit from the staff side of citizenserve. [accordions] [accordion title="Transcript" ] Hi, this is Misha from citizenserve. Today. I'm going to walk through how to create a permit. We'll start on Ellie's dashboard. As we move through today's training your application will look a little different than what you see on my screen because each application is built with custom Fields specifically for your jurisdiction. So let's get started. First we'll find the create file menu. It's located in the navigation pane on the left. Let's expand the menu. Here's another place your view might look different than mine. You'll only see…