V360 Training Session 6

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V360 Training Session 6

• Quick Queries and Data Filters

Gregg Hess Sr. Sales Engineer Accela, Inc.
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Overview

• Overview/Description
• Objectives and Outcomes
• Terminology
• Functional Identifiers
• Demonstration
• Best Practices
• QA

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Session Overview/Description

• Specific Features
• Quick Queries
• List Management
• Reporting Analysis
• Data Filters
• Limits data displayed based on defined heuristics
• This Course will discuss how to
• Configure Quick Queries by Users and
  Administrator
• Configure Data Filters
• Consider best practices in your approach

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Session Objectives and Outcomes

• Objective
• By the end of this Training Session you will be
  familiar with the Use and Deployment of Quick
  Queries and Data Filters.
• Outcomes
• Have the Necessary Skills needed to Create and
  Edit QQ DF.
• Construct complex queries.
• Assign to Recipients.

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Terminology - Prior Sessions

• Console - The interface of Accela Automation,
  including the control panel, primary tabs,
  portlets, and all the information that the user
  is allowed/wants to see upon login. A Console is
  the Unique User Configuration that defines the
  Pages and Portlets to accomplish as specific
  Business Need for a given Department, Profile, or
  User.
• Page - A Page is defined as the specific tab that
  has predefined number of Portlets in a specific
  layout on the screen. It is generally used
  synonymously with a console layout.
• Portlet - The basic building block of Accela
  Automation. A portlet is what displays in a
  primary tab. There are two primary types of
  portlets List and Form portlets. A Portlet
  provides a Specific Business Function that allows
  the user to Create New Caps, Schedule
  Inspections, Manage Address, Parcels, or Owners.
  Portlets also divide primary tabs into smaller
  functional areas and act as containers, or
  frames, for certain operations, files, or links.

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Terminology - New to This Session

• Quick Query A V360 common service for list
  portlets which allows administrators and end
  users to configure quick data filters. End users
  can have many quick queries.
• My QuickQueries Administrator view of user
  defined Quick Queries.
• Global QuickQueries Quick Queries defined and
  distributed to users by Administrator.
• Data Filter A filter applied to list portlets
  before the data is accessed. This allows
  administrators to improve the user experience as
  well as determine the data users can see based on
  users role.

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Functional Identifiers Used in the Configuration
of Consoles

• 0221 Admin Console Management
• Turns On/Off the ability to edit Agency, Module,
  User Group Consoles.
• 8291 Jetspeed Console Customization
• Turns the V360 Button On/Off on the Browser.

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Required Functional Identifiers

• Daily Users No FIDS
• Quick Queries no fid, a Global QQ needs to be
  assigned to portlet and user (module, group
  user).
• Data Filters no fid. All data restriction driven
  by administrator setup of data filters and
  recipients assignment.
• Administrators Same FID for both
• Quick Queries and Data Filters 0139

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Demonstration

• Quick Query
• Daily Users My Quick Query
• Examples
• Create Edit Quick Query
• Administrator Setup Global Quick Queries
• My Quick Query admin console
• Configure Global Quick Queries
• Data Filter
• Administrator Setup
• Create Data Filter
• Configure Data Filters
• Apply to Recipient and set Primary
• See end result

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Best Practices

• Quick Queries
• Think Global First and Personal Second
• Define common Quick Query Names
• Data filters
• Group recipient assign
• Primary setting dont forget!
• Keep name short (appears in list portlet left of
  QQ)
• Only assign one per group and put all logic in
  one
• Make no assumptions about how they work keep it
  simple.

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Summary

• Quick Queries
• User
• Admin
• Data Filters
• Security
• Easy of Use
• Questions and Answers