SmartGov

User Preference Setup

• Logging into SmartGov
• Navigating SmartGov
• Searching in SmartGov
• Setting Up Default Search Filters
• Setting Up Event Subscriptions

• Setting Up Favorites

Workspace

• Setting Up Your Dashboard
• SMARTQueue
• Cycle List
• Managing Your User To Do List
• Viewing the Map

Administration

Contact Setup

• Custom Attributes

Code Enforcement Setup

• Case Types
• Custom Attributes
• Item Types
• Lookup Values
• Workflow Steps

Department/User Setup

• Departments
• Distribution Groups
• Security Groups
• Users
• Resetting a User's Password

Financial Setup

• Fee Codes
• FMS/GL Accounts
• Payment Vendors

Inspection Setup

• Inspection Areas
• Inspection Limits
• Inspection Types
• Inspectors
• Neighborhoods

Job Setup

• View/Run Jobs List
• Job Security/Setup
• Creating a Receipt Extract Job

Jurisdiction Setup

• Allowed Note Types
• Holidays
• Local Jurisdiction Values
• Lookup Values
• Note Types
• Mapping Setup
• Identity Providers
• External Integrations

Licensing Setup

• Custom Attributes
• Item Types
• License Types
• Lookup Values
• Workflow Steps

Parcel Setup

• Parcel Conditions
• Parcel Condition Types
• Parcel Custom Attributes

Permitting Setup

• Custom Attributes
• Item Types
• Lookup Values
• Permit Types
• Workflow Steps

Citizen Portal Setup

• Configuration Values
• Documents
• Portal Federated Login
• Reports

Recurring Inspection Setup

• Custom Attributes
• Item Types
• Lookup Values
• Recurring Inspection Types
• Workflow Steps

Permitting

• Life Cycle of a Permit
• Creating a Permit

• Permit Tabs

• Permit Estimate

• Bluebeam Integration Best Practices

Code Enforcement

• Creating and Processing Case Requests
• Creating a Code Enforcement Case
• Code Enforcement Case Tabs

Licensing

• Life Cycle of a License
• Creating a License
• License Tabs
• Batch License Renewal
• License Renewal Job
• Search License Renewals
• Converting a License to a Business License

Recurring Inspections

• Life Cycle of a Recurring Inspection
• Creating a Recurring Inspection Account
• Recurring Inspection Tabs
• Recurring Inspection Process Job

Common

• Managing the Contact List
• Contact Merge
• Portal User Accounts
• Inspection Requests
• Schedule Inspections
• Inspections Performed
• Parcels

Mobile App

• Downloading and Logging In
• Mobile App Overview
• Creating Contacts
• Creating Contractors
• Creating Code Enforcement Requests
• Creating Code Enforcement Cases
• Processing Code Enforcement Requests
• Processing Code Enforcement Cases
• Processing Inspections
• Using Notes in the Mobile App
• Searching in the Mobile App
• Working Offline

Using the Citizen Portal

• Citizen Portal Registration and Login
• Managing your Citizen Portal Account
• Citizen Portal Public View
• Reporting an Infrastructure Issue

Permitting on the Citizen Portal

• Submitting a Permit Application
• Managing your Permit Application
• Paying Permit Fees Online
• Permit Inspections

Licensing on the Citizen Portal

• Submitting a License Application
• Managing your License Application
• Paying License Fees Online
• License Inspections
• Renewing a License Application

Business Accounts on the Citizen Portal

• Starting a New Business Account
• Managing Your Business Account
• Editing Your Business Account
• Adding a New Business License
• Adding a New Business Permit
• Paying Business Fees

Business Accounts

• Adding a Business Account
• Managing Business Accounts
• Closing and Deleting Businesses