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Weintraub: Quick-Start Guide for Office Staff
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❕ For Weintraub Staff
This article outlines processes that are only relevant to Weintraub staff.
To learn how to use CommunityCore, follow the guides below to understand the most common processes for office staff.
Start here
Projects
Setting Up a New Community (as a Project)
Managing Projects
Permits
Getting Started with Applications & Permits
- Review Permit Applications Submitted Online
- How to enter a new Permit application
- Link Permit to an existing Project
- Understanding the Permit History
The Workflow
- How to update the workflow status to advance the workflow
- Access System-Generated Documents from the Workflow
Permit Documents
- About Permit Documents
- Share documents with contractors or community members
maybe they won't need this?
Inspections
Managing Inspections from a Permit
- How to schedule an inspection from a permit
- How to add or remove an Inspection to the Inspection List
Inspection History
- How to view the inspection history
- View and Download Inspection Checklist Results or Custom Inspection Reports
- How to view and add inspection notes in CommunityCore
- How to resend inspection results
Managing Inspection from the Inspections Screen
❗ The Inspection Screen will be changing in the next 2 weeks to more closely align with how you load balance and review/assign and then “approve” inspections. We will share guides for this process once those changes have been made.
- How to use the Inpsections Screen
- Review Requested Inspections, Confirm or Deny
- Assign an Inspection
- Reschedule or cancel inspections
- View Inspections on a map
- Bulk Assign (or cancel) inspections
CommunityConnect
Contruction Managers
- Give Construction Managers access to a Project (adding an Online User to a Client)
- How to Update Favorite Projects for an Online User
Sub-Contractors
- How to add a contracting company to CommunityCore
- Add Authorized Online Users to a company profile
- Add a Sub-Contractor to a Project