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
• Fee calculators
• 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
• Search Incomplete permit list

• Permit estimate

SmartGov and Bluebeam best practices

• Configuring Bluebeam integration

• Creating and reviewing Bluebeam sessions

• Checking in documents from Bluebeam

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
• 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 appcx
• 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

• Creating 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