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Managing your Reference Data in Accela

Adding an address

Instructions for adding a reference address for your jurisdiction so that it is available in the back office or online.

Adding and maintaining APO in reference data

A description of the difference between reference and transactional APO along with step by step instructions for adding and maintaining APO data for your jurisdiction.

Adding and maintaining owner information

Owner information must be accurately maintained by updating or changing owner records and contact details in both the record and reference data, ensuring synchronization and document regeneration as needed to reflect these changes.

Adding documents to a parcel

To add documents to a parcel, search for the parcel by number, select it, go to the Document section in the Parcel Detail area, and use the available options (New, Downloaded, Deleted, or Copied) to manage documents.

High number of results returned for owners on manufactured dwelling site

When searching for addresses on the SPEAR form for manufactured home parks, use the "Group By Owner" option to more easily select individual Owners, Parcels, and Site Numbers without bulk-selecting all Owners linked to a Parcel, saving time.

Service lock conditions on addresses

Service Lock Conditions are used in scenarios where the County provides only specific permit services for Cities within their boundaries, like Electrical, but they do not provide other services, like Mechanical, Plumbing, or Structural. The Service Lock Conditions are applied to the address and “lock" or hide services that do not apply.

Using a temporary address in APO

A temporary address in Accela serves as a reusable placeholder when no permanent address is available, is not linked to a parcel or owner, and should be replaced transactionally at the record level once a permanent address is assigned, with jurisdictions optionally creating multiple distinct temporary addresses for better tracking of projects without permanent locations.