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    Weintraub Video Training: Office Staff
    • 18 Sep 2024
    • 3 Minutes to read
    • Contributors
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    Contents

    Weintraub Video Training: Office Staff

    • Updated on 18 Sep 2024
    • 3 Minutes to read
    • Contributors
    • Print
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    • PDF
    Article summary

    ❕ For Weintraub Staff

    This article outlines processes that are only relevant to Weintraub staff.

    Start here

    This Training covers the following topics:



    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:





    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:





    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:

    Inspection History





    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:





    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:

    Sub-Contractors

    Misc





    Other Helpful Tips





    Q&A Recording