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Applications, records, and permits help topics

Accela 101 basic training videos

A library of training videos for jurisdiction users.

Cloning records

Cloning a record creates a customizable copy of an existing permit record, allowing selection of specific data to transfer, such as address or contact info.

Creating new applications

Simple instructions for creating new applications in the back office.

Generating reports - certificates and permits on records in Accela

Since converted records may lack essential Accela-specific data, users must perform certain checks to ensure required information is present for generating reports like the Certificate of Occupancy, Certificate of Satisfactory Completion, and the Permit.

Homeowner applications

Includes online training for homeowners and important details for jurisdiction staff to help manage homeowner applications.

Notifying your utility companies

Describes the process of creating reference contacts for each of your local utility companies and how to use those to notify them during the inspection process.

Phased, Deferred, Revision, TCO, and C of O record types

Instructions on how to create these special record types along with important details that set these record types apart from the rest.

Reinstating a permit or application that has expired

To reinstate a closed permit or application, supervisor-level staff must activate and update the “Close Out” task with a status of “Reinstated,” provide the reason and comments, and reactivate the last workflow task to restore the record's status and expiration date while maintaining a clear audit trail.

Sample applications

Templates for building permit applications, the Building Permit, and Certificate of Occupancy.