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Weintraub Video Training: Office Staff
- 26 Sep 2024
- 3 Minutes to read
- Contributors
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Weintraub Video Training: Office Staff
- Updated on 26 Sep 2024
- 3 Minutes to read
- Contributors
- Print
- DarkLight
- PDF
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❕ For Weintraub Staff
This article outlines processes that are only relevant to Weintraub staff.
Start here
- To practice in our Training Environment, login here using the SSO option:
https://training.communitycore.com/
This Training covers the following topics:
- Getting started in CommunityCore
- Managing permits
- Managing inspections
- Managing projects
- Working with users in CommunityConnect
Getting Started in CommunityCore
Overview
This video covers:
- CommunityCore vs. CommunityConnect
- How to get help in CommunityCore
- How to switch between offices/jurisdictions
- How to search
Related resources:
- How to get help in CommunityCore
- Switch between offices/jurisdictions
- How to search
- Export Grid Data to a CSV File
Permits
Accepting Permit Application
This video covers:
- How to accept a permit application submitted online
Related resources:
Permits Overview
This video covers:
- A quick overview of an active permit
- How to view or add permit fields
- How to add/edit/remove alerts and conditions
- How to place a permit on hold
- An overview of the permit history
- An overview of the workflow
- Accessing system-generated documents from the workflow
- Accessing system-generated documents from the Documents screen
- Viewing, emailing, sharing uploaded documents
Related resources:
- Add or Remove Fields
- Add or Remove Alerts
- Add or Remove Conditions
- Put a Permit On Hold
- Update workflow status and advance the workflow
- Permit History
- Access System-Generated Documents from the Workflow
- Permit Documents
Creating the COC Packet
This video covers:
- How to create the COC Packet
- Updating the workflow
- Accessing System-Generated Documents
- Upload COC Packet to the permit
- Emailing the COC Packet from CommunityCore
Inspections
Manage Inspections in a Permit
This video covers:
- Inspection actions within a permit
- How to add inspections to an inspection list
- How to schedule inspections from a permit
- How to remove inspections from an inspection list
- The Inspection History
- How to resend inspection results
Related resources:
- How to add or remove an Inspection to the Inspection List
- How to schedule an inspection from a permit
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
The Main Inspections Screen
This video covers:
- Multi-Office Mode
- Assigning and approving inspections on the Requested tab
- The Scheduled tab
- Updating latitude and longitude on a permit
- The Completed tab
Related resources:
- View inspections in multiple offices
- How to use the Inpsections Screen
- Assign and Approve Requested Inspections
- Reschedule or cancel inspections
- Update Permits with Invalid Lat & Long
- View Inspections on a map
About Inspection Notifications for CMs
This video covers:
- How CMs can manage their notifications in CommunityConnect
- How you can update a CMs notification settings in CommunityCore
Related resources:
Projects
Projects & Clients
This video covers:
- How to add a new client to CommunityCore
- How to manage clients in CommunityCore
- How to add a new Project (community) to CommunityCore
Related resources:
CommunityConnect
Working With Users in CommunityConnect
This video covers:
- Updating favorite projects for a CM
- Adding sub-contractors to CommunityCore
- Add sub-contractors to a Project
Related resources:
Construction 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
Misc