0:00:00 - Portal Home
- Overview of the portal home and its features for submitting applications and receiving support.
0:00:27 - Unlimited training and support
- Access to unlimited training and support.
0:01:03 - Contact information
- Providing tech support contact information.
0:02:01 - Customizing the Portal
- Customize the portal home page with city or county logos and color schemes.
0:06:56 - Fees and Payments
- Fees associated with permit applications and online payments.
0:07:21 - Online Permit Application
- Process of submitting online permit applications.
0:08:16 - Submitting an Online Application
- Submit online applications with required fields and file uploads.
0:09:53 - Property Owner Information
- Explanation of where property owner information is pulled from, such as state tax info or GIS databases.
0:10:38 - Reviewing Submitted Information
- Review submitted information, make edits, and add fees, inspections, and letters.
0:12:21 - Contractors
- Involvement of contractors in permit application and management.
0:15:23 - Setting Up Workflows
- Set up workflows for inspection and plan review orders.
0:15:23 - Workflows
- Concepts of workflows for specifying inspection and plan review orders.
0:19:11 - Inspection Requests
- Request inspections with required access codes.
0:19:31 - Access codes
- Importance and usage of access codes for contractors.
0:19:31 - Requiring Contractor Code for Inspection Requests
- Address the need for contractor codes in inspection requests.
0:22:26 - Inspection dashboard
- Access and manage inspection requests in the dashboard.
0:22:43 - Emailing contractors
- Options for emailing contractors, including pre-filled email templates.
0:25:05 - Status Updates
- Change permit application status and reflect it in the system.
0:28:51 - Portal access and privacy settings
- Adjust privacy settings and access specific tabs.
0:28:51 - Portal setup
- Set up the web tab for viewing inspection requests.
0:29:47 - Customizing views
- Customize fields displayed in inspection request views.
0:29:47 - Main view and detail view
- Difference between main and detail views of inspection requests.
0:30:09 - Portal Search Issue
- Address inspection request availability and workflow effects.
0:30:23 - Tech support
- Encourage tech support contact for assistance.
0:31:26 - Search and filter options
- Search options include permit numbers, dates, types, contractors, and addresses.
0:32:09 - Restricting File Uploads on the Portal
- Restrict visible file uploads on the portal.
0:32:37 - Messages and notifications
- Messaging feature for permit-related communication.
0:35:22 - Inspection settings and scheduler
- Manage inspection settings and schedule requests.
0:36:59 - Inspection scheduler
- Block time for inspectors and use the scheduler.
0:39:24 - Privacy settings and contractor codes
- Privacy settings and contractor code requirements.
0:40:19 - Portal email settings
- Configure email notifications for employees.
0:43:26 - Email notifications
- Configure email notifications for employees.
0:48:53 - Regular inspection process
- Navigate the regular inspection dashboard and typical inspection processes.
0:49:24 - Inspection Scheduler
- Use the inspection scheduler for blocking time and request management.
0:49:36 - Registering applicants
- Add homeowners as contractors or a separate contractor type.
0:49:36 - Registering as a Contractor
- Self-register as contractors.
0:51:28 - Integration with Outlook Calendar
- Integrate the inspection scheduler with other calendars.
0:58:31 - Building permit process
- Steps involved in the building permit process, including reviews and inspections.
0:58:31 - Scheduling inspections-------------------------------------------------------------------------------
For the best webinar experience, view it in Google Chrome.
If you have any questions, please contact our support team.
(888)655-1259 |
support@iworq.com----------------------------------------------------------------------------------------
Interested in adding The Citizen Portal Home to your iWorQ account?
Request a demo.
https://iworq.com/portal/#portal-demo
-----------------------------------------------------------------------------------------