Pittsburgh, PA EG RFPTraining Manager 2160 Satellite Blvd., Suite 300 Duluth, GA 30097 888.355.1093 ext. 763155 ... An in-depth overview of how to use EnerGov’s GIS module, Intelligent

ENERGOV Certification Program

2018

Wendy Steiner Training Manager 2160 Satellite Blvd., Suite 300 Duluth, GA 30097 888.355.1093 ext. 763155 [email protected]

mailto:[email protected]

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:

In 2018, 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 12 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 [email protected] 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.


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 level benefits

Choice of: iPad mini / Kindle Fire / Microsoft Surface

Free Tyler Connect registration

Competency Areas: Course Name Cost Hours Point Value

System Administration $3,000 32 30

(Will Include: Custom Fields, Cashiering, Reports and Docs, System Setup and Workflow)

Land Management $3,000 32 30

(Will Include: Plan, Permit, eReviews, Inspection and iG Inspect)

Public Maintenance Management $2,000 24 20

Crystal Reports $3,000 32 30

GIS/Geo Rules/IO $2,000 24 20

Code/IG Enforce/Licensing $3,000 32 30

CSS - Citizen Self-Serve $2,000 24 20

How to Participate: For more information on the certification program, please contact an EnerGov representative at (888) 355-1093 or send an email to [email protected]. 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.


Certification 2017

2018 Certification Schedule:

Date Course Name Location

January 22-25 Land Management Virtual - GTM

February 12-15 System Administration San Luis Obispo, CA

March 19-21 CSS – Citizen Self Service Virtual - GTM

April 9-13 System Administration Virtual - GTM

April 22- 25 TYLER CONNECT USER CONFERENCE Boston, MA

May 14-17 PMM/TAM – Public Maintenance Mgmt/Tyler Asset Mgmt Duluth, Ga

June 18-21 System Administration Blue Springs, MO

July 16-17 CSS – Citizen Self Service Duluth, GA

August 20-21 GIS/Geo Rules/IO Virtual - GTM

September 17-20 Crystal Reports Gilbert, Arizona

October 15-19 Code/iG/Licensing Management Virtual - GTM

November 5-9 System Administration Virtual - GTM

December 3-5 CSS – Citizen Self Service Virtual - GTM

These courses require a four-person minimum and will be cancelled one month before if the registration

minimum has not been met.

Certification Program – 2018

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. Also included is information on how to manage upgrades of the main EnerGov application. 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 Description EnerGov Navigation with GIS/Spatial Collections

Topics include 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. Understanding how to create spatial collections and link/create records in EnerGov.

Custom Fields 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. Understand how the database name of custom fields will be used throughout EnerGov. 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.

Contact Management 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.

User Setup and User Roles

Learn how to create a new user in EnerGov & how to de-activate an existing user. Understand the relationship between a user and a role. Learn how to customize security settings for user roles. Learn how to restrict access for user roles.

Cashiering Fee Basics/Templates and Variations

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, 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.

Reports and Documents Basics

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.

Learn the concept of how to upload a report and run the associated stored procedure. Understand the basic functionality of report automation. Understand the difference of a dynamic vs standard report.

System Settings: District and System Wide

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.

Workflow Basics and Workflow Configuration

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.

Exam 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.

2018 Course Specifics: Location Dates Registration Deadline

San Luis Obispo, CA Feb. 12 -15 Jan. 12

Virtual Lab – GTM April 9 – 12 March 9

Blue Springs, MO June 18 – 21 May 18

Virtual Lab – GTM Nov. 5 – 8 Oct. 5

GIS/IO/Geo Rules Administration Course Description: An in-depth overview of how to use EnerGov’s GIS module, Intelligent Object setup and Geo Rules setup. These topics will help to initiate and create new EnerGov maps, configure Geo Rules, manage Live-Link connections and create processes such as permits, plans and code enforcement cases. Course Cost: $2,000 per person (does not include travel or other related expenses) EnerGov Modules Covered: EnerGov’s GIS Overview and Setup Menus, History Writer, Inspection and Reviewer Assignment, Geo Rules, Intelligent Object, Intelligent Automation Agent, Live Link, Parcel Manager, GIS Links and Mailing Templates and Spatial Collections. 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 GIS Certification:

Topic Description GIS Overview 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.

Map Layers ,Types and GIS Map Setup

Understand Data & Display Maps and their use/location, GIS cached Map Layers, GIS Maps and Users in EnerGov, Setup of GIS Maps and GIS Viewer Implications.

Live Link and Parcel Manager

How to setup Live Link to spatially relate parcels and addresses together. Where and when is Live Link used in EnerGov.

Inspections and Reviewer Assignment

Setup of the Assignment layers and zones, Inspections, Review Items and EnerGov Windows Service components.

GIS Links and Mailing Templates

How to setup and generate mailing templates and reports to be generated directly from GIS. Configure links, GIS selections on the map, create records form the GIS map, setup mailing templates and create mailing template from the GIS map.

History Writer How to create and manage the history information written by EnerGov.

Geo Rules How to initiate Geoquery setup and Geo Rule configuration.

Intelligent Object/IAA Intelligent object overview and intelligent object configuration.

Spatial Collections How to create and manage spatial collections and the necessary map layers.

Exam 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.


Virtual Lab – GTM August 20 – 21 July 20

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. We 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 Description

Crystal Reports How to create; Advanced Parameters, Grouping, Formula Features, Section Expert, Running Total, Sub Reports, Cross Tab Reports

SQL Reports How to create SQL expressions and commands.

Report Tool Kit How to use the EnerGov report tool kit to create reports.


Duluth, GA September 17 - Beginner August 17

September 18-20 - Advanced

PMM – Public Maintenance Management (Asset Mgmt.) Course Description: An in-depth overview of how to use EnerGov’s PMM –Public Maintenance Management application, formally known as Asset Management. It a GIS-centric application that consumes both ArcGIS Server and ArcGIS Online map services and utilizes Geocode services to pull in additional Spatial Data. PMM is an application that effectively tracks, manages and reports on maintenance cost accrued when maintaining public infrastructure assets through the creation and management of work orders. It is also intended to track and maintain the condition of an asset throughout the lifetime of the asset based on a number of configurable condition assessment variables. Course Cost: $2,000 per person (does not include travel or other related expenses) Suggested Attendees: This is a beginner class for any municipality interested in using this application with little experience with the application. Course Time: 24 hours The following topics will be offered as a part of the PMM Asset Management Certification:

Topic Description PMM Navigation Topics include utilizing dashboards as quick information tools,

widgets, action items toolbar, and main toolbar. Become familiar navigating the software to input, collect and analyze information, and generate reports and documents.

Introduction to GIS Navigate through the map, bookmarks, features, assets, etc.

Admin System Setup How to configure the admin component of the software.

Asset Creation & Mgmt How to create assets and manage them effectively.

Maintenance Area Creation How to create and use maintenance areas.

Creating & Managing Work Orders How to create, use and manage work orders.

Recurring Maint. & WO Templates How to use these to create recurring work orders.

Inventory Management Learn how to receive inventory, create pick ticket and stock adjustments.

Inventory Setup Learn how to create your inventory and manage it using PMM tools.

Creating & Managing Work Requests Learn how to create your work requests and manage them.

System Admin/Installation Installation of the Asset system.

System & GIS Administration How to configure the system and GIS components of the software.



Duluth, GA May 14 – 17 April 14

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 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 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: $3,000 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: 32 hours The following topics will be offered as a part of the Code, Licensing & iG Enforce Certification:

Topic Description

General Navigation Understand how to navigate the EnerGov software. Topics include utilizing dashboards as quick information tools, widgets, action items toolbar, functionality of the EnerGov E, 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 top menu bar, left hand panel tool bar, and middle tool bar. 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.

Contact Management, Business and Configuration

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.

Business License, Tax Remittance and Configuration

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 procedures 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.

Request Management and Configuration

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.

Code Management and Configuration

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.

Professional License Management

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 form Status to Professional License Type.



Virtual Lab – GTM October 15 – 19 Sept. 15

CSS – Citizen Self Service

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: $2,000 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: 24 hours The following topics will be offered as a part of the CSS – Citizen Self Service Certification:

Topic Description

Basic CSS Functionality 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.

Understanding Technical Architecture

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; includes upgrading an existing instance.

Configure Case Types 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.

Configure Case Type Categories

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.

Configure Menu System 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.

Configure Global Notifications 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.

Configure New Jurisdiction 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.


2018 Course Specifics:

Location Dates Registration Deadline

Virtual Lab – GTM March 19 – 21 Feb. 19 Duluth, GA July 16 – 17 June 16 Virtual Lab – GTM December 3-5 Nov. 3

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, the My Inspections Widget and the Quick Screen 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 Description General Navigation Understand how to navigate the EnerGov software. Topics include

utilizing dashboards as quick information tools, widgets, action items toolbar, functionality of the EnerGov E, 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 top menu bar, left hand panel tool bar, and middle tool bar. 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.

Plan Management/Reviews and Configuration

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.

eReviews The user will walk through the eReviews process from three perspectives: the Citizen, the Case Manager and the Plan 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 Plan 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.

Permit Management and Configuration

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.

Inspection Management and Configuration

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, the My Inspections Widget and the Quick Screen will be covered. 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.

iG Inspect and IVR 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 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 email or printing.

Exam 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.


Virtual – GTM Jan. 22-26 Jan. 2